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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.

Marketing 130
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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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Be more strategic – PESTLE, Positioning and Plans

Red Star Kim

Instability in Government/Future Governments. Cost-of-living crisis (Inflation, interest rates and recession) – less business investment. Specifically, a M&BD team may need far more detailed plans than fee-earners who will prefer a high-level summary showing the main actions required. Have a clear campaign plan.

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How virtual data rooms benefit modern investment banking

PandaDoc

A virtual data room , or VDR, is a secure, online space acting as a repository of a company’s documentation, and serves as a virtual hub where company users share real-time information with other investors, clients or stakeholders when executing investment banking deals. can be completed virtually via an online data repository.

Banking 52
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How to organize your virtual data room with a data room index

PandaDoc

Fully customize your VDR with flexible access permissions for all stakeholders to easily and securely share documents — we’ll help you deliver an efficient, collaborative process from start to finish. Use of PandaDoc services are governed by our Terms of Use and Privacy Policy.

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Book review: The Strategy Book by Max McKeown

Red Star Kim

I liked his checklist here – balancing governance with engagement – and recommending the use of external facilitators (I’m available for hire! He continues by explaining the importance of making the strategy engaging and listening to feedback from stakeholders. He acknowledges the challenge of finding the time for strategy.

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25 Tips for Successful Partnerships & Alliances – introduction part 2

Peter Simoons

Set a cadence of governance. However, managing the stakeholders is another. Build and maintain your business plan from the early stages on. Business or operating plans are the backbone of your partnership. Manage your stakeholders. Being clear about roles and responsibilities is one thing.