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Over the course of my career, I’ve sat on a number of small-company boards. Looking back, it would have been nice if the managing directors had a baseline dashboard they could riff off of so as not to waste so much time on dash boarding. <br><br>So the purpose of this document is to offer a baseline template dashboard that a start-up firm could use to update the board of directors. All the data would need to be filled in with real data, of course. And, the dashboard would have to be customized to meet the reporting requirements and operational uniqueness of the business. That said, baselines can save time and spark thought-threads. <br><br>Remember that reporting should be for the sake of strategic enlightenment and to drive transparent discussions, and not for the sake of reporting. <br><br><br><br>If anyone out there has some additional points of data they use effectively in their small-business management reporting , I’d love to hear about it!
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Updated mar 2014 By Example START-UP board optics Get operational metrics out of the way so you can talk strategy
Over the course of my career, I’ve sat on a number of small-company boards. Looking back, it would have been nice if the managing directors had a baseline dashboard they could riff off of so as not to waste so much time on dash boarding. So the purpose of this document is to offer a baseline template dashboard that a start-up firm could use to update the board of directors. All the data would need to be filled in with real data, of course. And, the dashboard would have to be customized to meet the reporting requirements and operational uniqueness of the business. That said, baselines can save time and spark thought-threads. Remember that reporting should be for the sake of strategic enlightenment and to drive transparent discussions, and not for the sake of reporting. If anyone out there has some additional points of data they use effectively in their small-business management reporting , I’d love to hear about it!
PERFORMANCE DELIVER SUSTAINABLE RETURN ON INVESTMENT FOR SHAREHOLDERS AND INTERNAL INVESTMENTS FOR GROWTH Click here for financials spreadsheet (hyperlink removed)
PIPELINE SUSTAINABLE, RISK-MANAGED, STRATEGICALLY ALIGNED PROFIT GROWTH CASH BALANCE 2012 (By Forecast) SALES VS. TARGETS
PRODUCT PLANNED, CONTROLLED, DIFFERENTIATED, HIGH END, PORTFOLIO OF PRODUCTS & SERVICES VALUED BY CLIENTS REVENUE BY PRODUCT LINE US$800,000 Product A US$600,000 Product B US$400,000 Product C US$200,000
PEOPLE WORLD-CLASS, ENGAGED WORKFORCE WITH THE RIGHT SKILLS AND WORKING IN STRATEGIC ALIGMENT HEADCOUNT BY DEPARTMENT – 2012 (Forecast from September)
PROJECTS DELIVER, REPEATABLE CLIENT DELIGHT & CONFIDENCE BY MANAGING PROJECT PERFORMANCE, RISK & RESULTS
PARTNERSHIPS REVENUE GROWTH THROUGH POSITION-ALIGNED PARTNERSHIPS, GUIDED BY CLEAR WIN-WIN SYNERGY
PROFILE Define & champion premium brand, unique value proposition, and market positioning • Note to self: Might be good to include graphs of: • Inbound & outbound marketing effectiveness • Website hits and duration of visits • Metric to demonstrate effectiveness of SEO program
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