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The Future of SAM – Revisited

Strategic Account Management Association

It’s not only shareholder value, customer value or stakeholder value. 4 Facilitative style. Kahn suggests that SAMs need to be “innovating markets…We have to look at the whole system of stakeholders and see how we can create value within that. ”. Adjust notion of stakeholder value. Organizations are redefining value.

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Best Practices for Your First EVER Strategic Planning Process

OnStrategyHQ

Engage your employees, board, shareholders, and customers. Find the Right Consultant or Facilitator Anyone embarking on their strategic plan should take their time finding the right facilitator or consultant for their company or organization. It will feel cumbersome if you don’t have a plan that you can execute in 90 days.

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Ohmae’s 3C Model (Strategic Triangle)

Flevy

The framework facilitates providing strategic insights into the factors essential for the success of an enterprise. The focus of the model is on customers instead of shareholders, based on the premise that customer centricity ultimately leads to the accomplishment of shareholders’ interests.

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The Startup Founder's Guide to Cap Tables

Hubspot Sales

You'll notice the cap table lays out the essential pieces of a transaction: Shareholder name as it appears on the security. Either way, you can see exactly what impact that will have on your shareholder groups. Outline distributions to the founding team -- and use the cap table to facilitate the conversation on day one.

Investors 102
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How to organize your virtual data room with a data room index

PandaDoc

Inconsistent naming conventions : Proper naming of folders and subfolders in the data room index facilitates easy document search and retrieval, avoiding confusion and delays. Unbalanced user permissions : Accurately set permissions to expedite conducting due diligence without unnecessary access restrictions.

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How to Create Powerful Executive Level Presentations [+ Template]

Account Manager Tips

Improvise According to one CEO, "Eighty percent of your success at the top is your facilitation skills. For example, if it means happy shareholders, you could use a picture of people applauding at an annual general meeting. Only include the best most compelling data that directly supports your conclusions and keep it simple.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to ask: What are our shareholders or stakeholders expectations for our financial performance or social outcomes?