Our Strategic Visualization™ process is designed to provide a structure in which you can THINK and obtain CLARITY about the important aspects of your business. It’s designed to make you think holistically about your business and not to focus on just your product or service.
We offer our Strategic Visualization™ process in a number of alternative ways:
- Totally “do-it-yourself” using our Strategic Visualization™ Canvas or Strategic Visualization™ Workbook.
- A “point-of-view” review of your Strategic Visualization™ Workbook output.
- Coaching you through the creation of your Strategic Visualization™ using our Workbook as a guide, with review and feedback on what you’re creating.
- An in-person, facilitated Strategic Visualization™ to identify all the pertinent information; followed by our creation (with your input and review) of an initial business summary, and a ‘next steps’ task plan and budget (i.e. we do the heavy lifting!).
Our PLAN efforts tend to follow a broad path in defining the tactics a business needs to employ.
First we start by breaking the goals and objectives down into significant milestones, and placing those milestones on a phased timeline. Then we focus on defining more detail for the “near-term” initiatives.
“Near-term” is relative to the growth stage of the company and also any inherent seasonal cycle they may have. For a new business, we would create a 30 to 90 day plan to get them into Start-up. For a company already into Start-up, it may be a 6 to 12 month plan to get them into Early Stage.
The depth and detail of the project plans created at this time is controlled by the question “do we know enough to feel comfortable about the time and resources estimated for this effort?”.
In the PLAN stage it’s often appropriate to define major internal business processes; identifying how the work of the business will get done on a day-by-day basis, and what tools will be used.
Also, it may be the right time to analyze and select vendors/partners that are going to have a major effect on the business getting things done.
All of these structural definitions include identifying the resources needed (people, money, etc.) to make the PLAN happen.
This process underpins our Business Algebra™ services; however, many of our clients’ needs are unique, so our PLAN solutions are, where appropriate, customized for the needs of a particular client.
As a full-service management consulting business, remaining involved with our clients during the EXECUTE stage is core to our mission and services – but what does remaining involved mean to our clients?
It is characterized by taking on the responsibility for tasks, projects and ongoing operations, for which we have skills where the client’s team doesn’t. As such we are the missing piece, filling a gap that it doesn’t make sense for the client to currently fill with an employee.
Major areas of EXECUTE involvement include:- Project Management – Managing a specific project
- Program Management – Managing all or a related group of projects
- Vendor Contracting – Negotiating vendor relationships
- Process Implementation – Implementing new process, systems and protocols
- Back-Office Operations – To EXTEND the day-to-day capabilities of your team
- Financial Management – managing and performing ongoing expense and cash flow management of the organization
- Vendor/Contract Management – managing ongoing vendor relationships
- Compliance Management – managing and performing ongoing tasks supporting Federal and State regulatory requirements
- Personnel Management – managing and performing onboarding, benefits management, etc.
Depending on the client’s need these efforts are performed on a defined project basis or as a monthly retainer; including operating as an interim executive – Fractional CxO – in the client’s organization.
As each client’s needs are unique, our EXECUTE solutions are customized for the needs of the particular client.
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1. A Solopreneur is a business owner who has – up to now – created a job for themselves. They usually handle most things themselves. and have no staff.