470 likes | 561 Views
Burns Simpson & Associates 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. SWOT Analysis. SWOT Analysis. SWOT Analysis.
E N D
Burns Simpson & AssociatesTEAM WORKBOOK Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training
MODULE ONE Vision, Mission & StrategyThe Foundation of a Business
SWOT Analysis *See Appendix B
Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.
MODULE TWO GrowthBuilding the Firm
Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.
MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent
Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.
MODULE FOUR Operations and Technology
List and Documents Services Available Scalable Attainable Sustainable
Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.
MODULE FIVE Financial ManagementMaking the Numbers Work
Financial Management *The Financial Worksheet is a separate Excel file.
Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.
Appendix A: Bi-weekly Partners Meeting Agenda and Minutes
Appendix B: Regional Analysis Demographic Research
Competitive Landscape – Financial Advisors in Central Oregon