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Be more strategic: Top-down or bottom-up, marketing and sales integration and property marketing

Red Star Kim

The workshop covered strategic thinking, business strategy and marketing and business development (MBD) strategy. Top-down or Bottom-Up Strategy? The complexity of professional services firms adds to the strategy challenge. Some think about a centralised or decentralised approach to strategy.

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Strategy case studies and more matrices

Red Star Kim

I am constantly looking out for new material and best practice to incorporate into my strategy workshops. Occasionally, I summarise the key ideas – so here are some items that caught my eye recently – Strategy case studies and more matrices. Dates for future strategy sessions at PM Forum.

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Campaigns, thought leadership and project management – Early engagement, scoping and risk management

Red Star Kim

With the huge time pressure on M&BD teams, it is tempting to dive into the campaign development, research and implementation without scoping and a full project analysis. Early engagement The need for early fee-earner engagement was one of the main takeaways by delegates (see below). And you build in amplification.

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Spotlight on Richard Chaplin, PM Forum and Managing Partners’ Forum

Red Star Kim

He spent 12 years as an auditor at a Big Four accountancy practice. His final role was Head of Strategy working for Lord Sharman before, during and after the mega-merger that created KPMG. That would give anyone great insight into leadership and management. No surprise that he’s a networking super-connector.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

Being easy to read, short and jargon-free The Strategy Book (FT Publishing, 2012) is a considerable achievement bearing in mind the subject matter. I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. The brief strategy stories bring his ideas to life.

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Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI (February 2023)

Red Star Kim

This post summarises some of the key themes emerging from the recent online MBL “How to manage and grow your private client practice” full day session . Manage and grow your private client practice – Recruitment, Performance, Segmentation and ROI. Both to maintain service levels and underpin growth strategies.

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Valuable resource on change management – The Association of Change Management Professionals (ACMP) Standard for Change Management

Red Star Kim

Terms and definitions are listed, including change management: “ The practice of applying a structured approach to the transition of an organization from a current state to a future state to achieve expected benefits”. Formulate the change management strategy. Develop the sponsorship strategy. Key concepts. Define the change.