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WealthTouch TEAM WORKBOOK

WealthTouch TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. MODULE ONE. Vision, Mission & Strategy The Foundation of a Business. Your Vision. Your Mission. Your Strategy. SWOT Analysis. PLEASE COMPLETE.

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WealthTouch TEAM WORKBOOK

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  1. WealthTouchTEAM WORKBOOK

    Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training
  2. MODULE ONE Vision, Mission & StrategyThe Foundation of a Business
  3. Your Vision
  4. Your Mission
  5. Your Strategy
  6. SWOT Analysis PLEASE COMPLETE
  7. SWOT Analysis PLEASE COMPLETE
  8. Initiatives and Notes PLEASE COMPLETE Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.
  9. MODULE TWO GrowthBuilding the Firm
  10. Ideal Profile
  11. Initiatives and Notes PLEASE COMPLETE Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.
  12. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent
  13. Organizational Chart
  14. Compensation Philosophy
  15. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.
  16. MODULE FOUR Operations and Technology
  17. Role of Operations PLEASE COMPLETE
  18. List and Documents Services PLEASE COMPLETE Available Scalable Attainable Sustainable
  19. Initiatives and Notes PLEASE COMPLETE Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.
  20. MODULE FIVE Financial ManagementMaking the Numbers Work
  21. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.
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