ClearPoint Strategy

JUNE 9, 2021

Thus the origination of the SWOT analysis. Today, the SWOT analysis is one of the most important concepts in the business world and is widely used by all types of organizations to help build a strategic plan. So, what is a SWOT analysis, and what do you do with it? What is a SWOT analysis?

Finance 98

Finance Leadership Organization Decision-making 98

OnStrategyHQ

DECEMBER 21, 2023

Gap Analysis Defined: What is a gap analysis? A gap analysis examines the key gaps in your organization’s current state – like capability , resources , or talent – that you need to overcome to achieve your desired future state. Implement a change management process.

Software 52

Software Software Construction Organization 52

Red Star Kim

DECEMBER 18, 2023

However, top-down analysis and decision-making ensures that the various units are working towards the firm’s goals (a “one-firm approach”) and making tough choices between competing interests. In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. See also integrated-business-planning-oct12.pdf

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Planview

SEPTEMBER 20, 2021

Here are some of the many ways you can use Instant Coffee: Brainstorming Incremental Planning Story Mapping Lean Coffee Impromptu Meetings PI Planning Retrospectives SWOT Analysis Standup Meetings. Incremental planning is a process many organizations use to break longer-term initiatives into smaller, more actionable projects.

Brainstorming 98

Brainstorming Facilitation Meetings Stakeholders 98

OnStrategyHQ

DECEMBER 21, 2023

A gap analysis is a tool that allows organizations to assess their current state versus their desired future state and create an action plan that allows them to bridge the gap between the two. The core elements of a comprehensive gap analysis template. There are 5 core elements included in any gap analysis template.

Stakeholders 52

Stakeholders Organization Logistics Brainstorming 52

ClearPoint Strategy

DECEMBER 17, 2020

A SWOT analysis is a high-level strategic planning model that helps organizations identify where they’re doing well and where they can improve, both from an internal and external perspective. You typically want to conduct a SWOT analysis at the beginning of your strategic planning process or during a strategy refresh.

Brainstorming 52

Brainstorming Leadership Government Decision-making 52

CMOE

FEBRUARY 10, 2023

Some examples of goals that align with the vision and mission of the organization include: Improving project completion by X% by the end of October. This PM goal could focus on better streamlining projects and boosting efficiency by X%. For example, “improving project management” is a rather broad goal.

Brainstorming 52

Brainstorming Prioritization Software Software 52

Red Star Kim

MARCH 6, 2023

Delegates were from legal and accountancy firms with roles as varied as marketing, digital marketing, business development, PR and key accounts (executives, managers and a director). The starting point for strategy is analysis. Many use a situational analysis or marketing audit. Sometimes we may need to conduct some research.

Strategic Thinking 130

Strategic Thinking Cybersecurity Digitalization Stakeholders 130

Red Star Kim

DECEMBER 5, 2023

In November it was a full house for the PM Forum’s Proactive marketing and business development executive online workshop. It was on budget day so those from accountancy and tax practices had a lot going on. These sessions are experiential – with much use of social learning so many insights are generated during group discussions.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

Red Star Kim

JULY 11, 2022

Communication and education are required to manage expectations and promote enthusiasm and momentum. We reflected that the popular SOSTAC® planning process starts with a situation analysis. This is a summary (and an additional learning resource for delegates) of last week’s M&BD planning workshop through the PM Forum.

Innovation 130

Innovation Marketing Stakeholders Value Proposition 130

AchieveIt

SEPTEMBER 11, 2023

To help you find the best resources for strategic planning, we’ll explore some popular models and frameworks and valuable planning, management, and tracking tools. All levels of management must sign off on a set of OKRs, which then inform the measurable goals. In This Article What Are Strategy Development Models?

Decision-making 52

Decision-making Communication Organization Value Proposition 52

Account Manager Tips

NOVEMBER 25, 2022

As a key account manager, you want to demonstrate to your client that you are optimising your partnership and leave absolutely no doubt they have made the right choice in doing business with your company. This strategic planning guide is for the busy Account Manager who doesn't have time to do a SWOT or PEST analysis.

Account Planning 246

Account Planning Key Account Management Account Management Brainstorming 246

Red Star Kim

NOVEMBER 9, 2023

Guidance is provided on ways to position against the competition although there wasn’t much on the external and internal analysis you might need for this (although there are various tools listed in the toolbox for this). I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates.

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Account Manager Tips

OCTOBER 11, 2021

15 Reasons Why You Might be a Bad Account Manager Bad key account managers fail to build business relationships and achieve results. Here are fifteen signs you might be a bad key account manager and how to turn yourself into a good one. Too reactive A bad key account manager responds to situations instead of controlling them.

Account Management 246

Account Management Key Account Management Management Suppliers 246

OnStrategyHQ

MAY 18, 2021

Use your SWOT to stay grounded and realistic as you build a roadmap from where you are today to where you want to be. SWOT, competitive advantages list, customer data. Financial projections. OnStrategy is the leader in strategic planning and performance management. Use Your SWOT to Set Priorities. Data Needed.

Organization 96

Organization Facilitation Small Business Marketing 96

ClearPoint Strategy

MAY 24, 2021

Now people are more focused on what we have to do as a team… They’re part of the project management process instead of just being a team member.”. Using ClearPoint For Project Management: A Case Study. And each department was managing projects using different tools. Strategic Planning: A Need To Grow.

Management 94

Management Leadership Decision-making Government 94

ClearPoint Strategy

DECEMBER 10, 2021

Once the vision was finalized, a citizen task force created a measurable, actionable strategic plan with objectives, projects, and performance measures. Every organization must make a big strategy shift at some point or another to stay at the forefront of its industry. In 2012, Best Buy had plummeting profits, sales, and stock prices.

Organization 98

Organization Computers and Electronics Banking Government 98

ClearPoint Strategy

DECEMBER 21, 2021

As a leading strategy management software provider, we’ve helped numerous healthcare organizations plan and execute their goals for the future. Strategic Management In Healthcare: What is it? Why is strategic management important in healthcare? In healthcare, things change quickly. Keep your organization’s mission top-of-mind.

Healthcare 52

Healthcare Management Decision-making Software 52

Zendesk

MARCH 9, 2022

Anyone who works in business development knows that it can be a tough job to explain. If someone asks you what you do for a living and you say, “Business development,” you’re usually met with a quizzical look. So if you don’t have a thorough grasp on what business development is, don’t worry—you’re not alone. That’s what we’re here to do.

Brainstorming 98

Brainstorming CRM Stakeholders Software 98

ACT

SEPTEMBER 19, 2023

In this article, we’ll share tips to help you manage growth and anticipate the challenges most companies face during expansion. As an entrepreneur , you must manage change to ensure your team members and existing organizational structure can support you in achieving your growth targets.

Business Growth 52

Business Growth Management Small Business CRM 52

ClearPoint Strategy

JANUARY 20, 2021

Unlike strategy planning and execution, strategic analysis can be a fuzzy term. Sometimes it’s confused with the tracking and analysis of operational data points—an important business activity, but not one that is usually associated with strategy. What is strategic analysis? Looking both backward and forward.

Decision-making 40

Decision-making Software Software Government 40

AchieveIt

MARCH 22, 2023

The process requires careful evaluation and analysis to garner the best business results. A corporate strategic plan manages a business’s objectives and overall direction, and the associated processes are critical to the organization’s strategic objectives. In This Article What Is Corporate Strategic Planning?

Software 52

Software Software Communication Organization 52

Account Manager Tips

JUNE 29, 2021

Your job as a key account manager is to deliver the kind of value that convinces your clients to stay in the loop. Add value on a regular basis and show your client the benefits of your partnership well in advance of the renewal. Analyze the competition. Recognize market trends as well as the strengths and weaknesses of competitors.

Suppliers 246

Suppliers Shareholders Stakeholders Decision-making 246

AchieveIt

FEBRUARY 23, 2023

By definition, a sustainable competitive advantage refers to a company’s unique superiority over its competitors, allowing it to maintain its leading position in the market. This upper hand can stem from various sources, including branding, customer service, technology, product design and distribution channels.

Leadership 52

Leadership Value Proposition Innovation Supply Chain 52

ClearPoint Strategy

MAY 24, 2021

Now people are more focused on what we have to do as a team… They’re part of the project management process instead of just being a team member.”. Using ClearPoint For Project Management: A Case Study. And each department was managing projects using different tools. Strategic Planning: A Need To Grow.

Management 52

Management Leadership Decision-making Government 52

Hubspot Sales

DECEMBER 28, 2020

The easiest way to do this is with a SWOT analysis: strengths, weaknesses, opportunities, and threats. It's always exciting to get started on a new project. Helps balance workloads and give your team higher earning potential, and boosted morale. Who are the people that are buying from you or are interested in your product?

Sales 135

Sales Software Software Remote Working 135

Account Manager Tips

MAY 29, 2021

Effective time management - you'll better integrate the activities within your current workload and not waste time. Begin with a report from your Customer Relationship Management (CRM) tool of all your clients and when their contracts expire. Terms and conditions may vary but one thing is certain: All agreements come to an end.

Negotiation 130

Negotiation Decision-making Suppliers CRM 130

Arpedio

FEBRUARY 14, 2024

In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth. This focused approach allows organizations to align sales and marketing efforts , foster effective communication and relationship building , and proactively manage key accounts for sustainable growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Arpedio

FEBRUARY 14, 2024

In today’s competitive landscape, having a well-defined account plan is essential to effectively manage key accounts and drive growth. This focused approach allows organizations to align sales and marketing efforts , foster effective communication and relationship building , and proactively manage key accounts for sustainable growth.

Account Planning 52

Account Planning Account Management Value Proposition Stakeholders 52

Hubspot Sales

APRIL 3, 2019

But, with strategic planning, businesses can increase productivity, profitability, and increase their longevity by creating a clear plan for the future. Does strategic planning sound too good to be true? While it sounds great in theory, it can be challenging in practice. This provides a clear action plan for the company. internal or external).

Stakeholders 104

Stakeholders Sales Software Software 104

Shapecast

FEBRUARY 6, 2022

The whole field of strategy and strategy management was propelled to the forefront of business leaders thinking by Michael Porter in the 1979 with the publication of Porter’s Five Forces in Harvard Business Review. What is Strategy Execution? Who is this article for?

Supply Chain 40

Supply Chain Logistics Marketing Decision-making 40

Hubspot Sales

MARCH 18, 2019

The answer: Key account management. In this comprehensive guide to key account management, you'll learn: The definition of key account management. How to know whether your company needs a key account management strategy. How to know whether your company needs a key account management strategy. The benefits.

Key Account Management 125

Key Account Management Account Management Management Account Strategy 125

Account Management Skills

AUGUST 24, 2021

In this episode, I talk to Alex Raymond from Kapta about everything to do with account management processes. Not project management systems, not CRM systems, but having a dedicated system to guide the agency account management team, when it comes to managing and delve developing existing client relationships.

Account Management 98

Account Management Management Account Planning Co-Creation 98

ClearPoint Strategy

NOVEMBER 2, 2021

The Balanced Scorecard is a strategy management framework created by Drs. SWOT Analysis. A SWOT analysis (or SWOT matrix) is a high-level model used at the beginning of an organization’s strategic planning. If you can identify with one of these scenarios, this article is for you! In this article.

Stakeholders 145

Stakeholders Software Software Organization 145

Account Management Skills

MAY 25, 2021

In this episode, I chat to Matt and Emma in the account management team at Purpose Media. And they’ve shared: – how they approach client management. Or maybe you’re already in that role, and you’re curious to see how other account managers operate. ?. Welcome to Episode 32. Transcript: Jenny 00:00.

Account Management 52

Account Management Management Digital Transformation Digitalization 52

ClearPoint Strategy

DECEMBER 27, 2021

While there is some debate, most people agree that SWOT analysis originated from a Stanford University research project in the 1960s-70s. Using data from top companies, the project tried to figure out why corporate planning fails. The Four Steps Of SWOT Analysis In Healthcare. Step 1: Pull together key data.

Healthcare 98

Healthcare Decision-making Organization Software 98

ClearPoint Strategy

JANUARY 14, 2021

or “How do I tell if I need OKRs or a SWOT analysis?” SWOT Analysis. Objectives / measures / projects. Office of Strategy Management. The answer is complex. But you can be in the 10% of businesses that actually make their strategic plan stick—and we can help you with that. Table of Contents. Introduction.

Leadership 52

Leadership Decision-making Organization Meetings 52