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

Red Star Kim

Professional service firms are usually a collection of disparate and self-governing business units focusing on different markets and services. The processes to obtain and analyse data, engage all stakeholders, consider the options and implications, make choices and be pragmatic about implementation.

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Key issues in Marketing and Business Development Planning: Engage, Analyse, Expand, Innovate and Measure

Red Star Kim

A bite-sized approach to engaging fee-earners in the planning process was suggested: marketing planning process into a professional service firm (kimtasso.com). There are lots of articles on internal communications, buy-in and stakeholder engagement. Animal magic of buy-in and stakeholder engagement (Video) (kimtasso.com).

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How to organize your virtual data room with a data room index

PandaDoc

It’s particularly beneficial for investment banking use cases, such as conducting due diligence, allowing reviewers to systematically assess the necessary documents and relevant aspects of the business. Speed and Accuracy An indexed VDR streamlines the due diligence process, enabling faster review and decision-making.

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Win at Digital Transformation By Connecting Portfolio Management and Value Stream Management 

Planview

Why Digital Transformations Struggle to Return on Investment The technology-centric initiatives that make up a digital transformation often lag because of people, processes, and organizational issues. Portfolio Management: Turning Strategy into Plans A big part of portfolio management focuses on planning.

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Creating a Modern Partner Program That Works

Openview

It will define your relationship and govern the terms of your engagement. Consider that if you make wholesale changes to your existing partner program , a partner may take a considerable time to adapt to and understand the intricacies of the changes. The “Channel”, as we know it, has evolved. Best to start collecting that data now.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

What is the informal decision-making process? link] There’s advice to jump your uncertainty gaps by decision-making and actions which involves risk. He adds wisely “The aim of a business is to take risks and benefit from the higher returns of taking those risks”. Strategy is a stream of decisions and actions”.

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20 Strategic Planning Models to Consider

ClearPoint Strategy

I’m willing to bet one of these situations sounds familiar: The strategy at your organization is nonexistent, and you’re assigned to find a strategic planning model so that you can kick off your strategic planning process. Blue Ocean Strategy is a strategic planning model that emerged in a book by the same name in 2005.