Red Star Kim

NOVEMBER 13, 2023

We spent some time on mission and value statements (looking at examples from other private client teams) – and how they are formed through analysis and discussion with stakeholders. Private client management and marketing: Business plans, recruitment, assessments and automation. And 90% didn’t have a marketing plan for private client.

Business Planning 147

Business Planning Emotional Intelligence Marketing Management 147

OnStrategyHQ

APRIL 16, 2024

It’s supported by clear objectives, goals, and actions that articulate who, where, when, and how you’ll achieve your bigger vision of success. Before moving into a strategy implementation and execution process, make sure your strategic plan checks off the following boxes: You have a clear vision of the future.

Communication 98

Communication Organization Meetings Stakeholders 98

OnStrategyHQ

DECEMBER 20, 2023

Strategic Planning is when organizations define a bold vision and create a plan with objectives and goals to reach that future. Free Strategic Planning Guide What is Strategic Planning? Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process.

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Flevy

NOVEMBER 9, 2021

Focus-driven Growth is an approach that provides results regardless of the economic environment. The approach demands that the leadership team keep a methodical approach that covers the entirety of the business cycle i.e., from Strategic Planning and Strategic Vision to Strategy Execution and Performance Management.

Leadership 111

Leadership Prioritization Banking Organization 111

Account Manager Tips

OCTOBER 11, 2021

Define a vision and mission that aligns with your client's objectives Set goals. They have no strategic vision that defines what, why or even how they're doing it. They waste time on meaningless tasks and busy work that adds no meaningful value. They waste time on meaningless tasks and busy work that adds no meaningful value.

Account Management 246

Account Management Key Account Management Management Suppliers 246

Red Star Kim

FEBRUARY 28, 2023

Having confident leadership with a strong vision, backed up with a robust business plan and strategy and evidence of progress was attractive to potential recruits. 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 .

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

ClearPoint Strategy

MAY 24, 2021

Organizations with clear mission and vision statements as part of a defined strategy are more successful. So, it shouldn’t be a choice of mission statement versus vision statement—these are two pieces of the same puzzle you’ll fit together when creating your strategic plan. Vision Vs. Mission Statement: Definitions.

Government 98

Government Healthcare Banking Decision-making 98

Red Star Kim

JULY 25, 2023

Many of us are able to get through those tough times but sometimes we need a little extra help. Therapy isn’t needed by or available to everyone. This accessible, no-nonsense, evidence-based and practical book comes from an experienced clinical psychologist. It is a toolbox of essential mental health life skills. But we are able to influence mood.

Decision-making 246

Decision-making Emotional Intelligence Management Construction 246

Red Star Kim

JANUARY 28, 2024

This transition is explored further in Book review: The Management Shift by Vlatka Hlupic (kimtasso.com) Create a change vision Leaders need a compelling vision of the desired change. We welcomed delegates from legal, accountancy and financial services firms. Leadership, emotional intelligence and teams in change management.

Emotional Intelligence 130

Emotional Intelligence Leadership Management Facilitation 130

Jermaine Edwards

APRIL 29, 2020

Lead change Empower People Share a vision Inspire others Problem solve Execute with precision. We must help our customers see the vision of where we are heading and why that is important to them. I have to admit my own companies were part of that mix at the beginning of March. I suddenly realised…. The ability to….

Key Account Management 130

Key Account Management Account Management Management Leadership 130

Red Star Kim

MARCH 30, 2023

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024. What are the Leadership Development modules?

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Whetstone

MAY 7, 2024

The focus on closing deals quickly and efficiently has driven results and revenue for decades. I can remember, as one of the early evangelists of CRM, selling the exciting vision of entire companies running off a single repository of customer data. Back in the day, ACT! and Maximizer were the contact management heavy weights.

Artificial Intelligence 52

Artificial Intelligence Manufacturing e-Learning Suppliers 52

Envisio

APRIL 5, 2024

AFI Vision Council Pre-Conference Meeting: Building a Trusted Brand in a Polarized World Date & Time: Monday, April 8th 9:00 AM – 12:00 PM Session: AFI Vision Council Pre-Conference Meeting Location: Bayshore Ballroom 1 – 4 If you’re heading along to this closed session pre-conference meeting, you’re in for a treat!

Government 96

Government Innovation e-Learning Brainstorming 96

Red Star Kim

SEPTEMBER 26, 2023

We have to say goodbye to the way things were (“Let it go”) before building enthusiasm to achieve the vision (“Let it grow”). Senior law and accountancy leaders attended a masterclass workshop in London last week. Nurture a change management movement – From “Let it go” to “Let it grow”. Emotions play a greater role than often anticipated.

Management 113

Management Co-Creation Communication Leadership 113

OnStrategyHQ

MAY 16, 2021

Knowing why you’re doing what you’re doing (your mission), where you’re trying to go (your vision), and how you’re going to go about it (your values) are the glue that holds an organization together. To efficiently move through this phase, don’t confuse mission and vision. Phase Duration.

Innovation 98

Innovation Value Proposition Decision-making Leadership 98

AchieveIt

FEBRUARY 19, 2024

Navigating the dynamic B2B landscape requires a clear vision and a well-defined roadmap. Step 1: Articulate Your Vision – Crafting a Compelling Vision Statement A robust vision statement serves as the guiding star for your organization. What unique value proposition sets you apart from competitors?

Brainstorming 52

Brainstorming B2B Value Proposition Advertising 52

Strategic Planning and Management Insights

FEBRUARY 10, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. This includes making sure that everyone is clear and in agreement on where they are going and how they will get there.

Prioritization 98

Prioritization Facilitation Decision-making Construction 98

OnStrategyHQ

SEPTEMBER 15, 2023

Understand how mission, vision, values, and guiding principles connect to form team working agreements Establish your mission, vision, and values to create a foundation for your organization. Pro Tip: Working agreements are different than your mission, vision, and values. Create a team charter!

Communication 59

Communication Strategic Thinking Organization Meetings 59

Red Star Kim

MARCH 1, 2024

At the recent Training – PM Forum on “ Buy-in, engagement and stakeholder management ” workshop we welcomed executive and manager delegates from legal and accountancy firms as well as a delegate from Poland. Achieve more engagement and buy-in: Relationships, Plan, Expectations, Benefits, Persuasion and Training. Everyone is different.

Stakeholders 130

Stakeholders Decision-making Emotional Intelligence Communication 130

Account Manager Tips

NOVEMBER 19, 2022

In fact between 70 to 80 percent feel vendors are not prepared for their meetings with senior level executives. Imagine you're at the front of a boardroom about to make a presentation. All eyes are on you - including your boss and a handful of your client's senior executives. Every last one of them looking at you and daring you to waste their time.

Value Proposition 246

Value Proposition Decision-making B2B Meetings 246

Flevy

APRIL 28, 2021

The CX Pyramid entails 2 core dimensions: Focus Areas – the organizational spheres that must change to enable provision of amazing digital Customer Experiences. The 4 Focus Areas crucial in a business to change in order to deliver top-quality Digital Customer Experiences at scale are: Vision and Strategy. Vision and Strategy.

Customer Experience 111

Customer Experience Leadership Digitalization Government 111

OnStrategyHQ

MARCH 26, 2024

Artificial Intelligence (AI) is the hottest topic in 2024, just as in 2023, and will most likely continue to be in 2025 and beyond. We are witnessing the beginning of a shift that will impact the world for years to come. So, what does that mean for your organization? Using AI for business transformation allows you to multiply your mission quickly!

Value Proposition 52

Value Proposition Artificial Intelligence Cybersecurity Decision-making 52

Strategic Communications

DECEMBER 11, 2023

Following are 4 “Must Haves” for achieving maximum marketing value from your charitable giving efforts. Finding answers to questions of where you should focus your support can be challenging, but should start with a consideration of your organization’s mission, vision and values. Strategic Alignment. Employee Support.

Marketing 52

Marketing Banking Communication B2B 52

Strategic Planning and Management Insights

MARCH 6, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. In today's data-driven world, data is becoming increasingly important for organizations to gain a competitive advantage and make informed decisions.

Management 98

Management Decision-making Facilitation Software 98

Help Scout

APRIL 29, 2021

Your culture is the set of beliefs held by your employees about your company: who and what it is for, what it values, and how they act in response to those beliefs. Your culture is the set of beliefs held by your employees about your company: who and what it is for, what it values, and how they act in response to those beliefs.

Decision-making 139

Decision-making Customer Experience Profitability Organization 139

Red Star Kim

DECEMBER 12, 2023

Keeping their needs uppermost in our minds to protect against a purely internal focus. In early December (and despite the train strike), we gathered at the offices of London | Simmons & Simmons (simmons-simmons.com) for a workshop on “Future Marketing and Business Development Manager”. Training – PM Forum. And in external agencies.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Red Star Kim

MAY 11, 2023

This post reviews the core material covered in Managing Brands Chartered Institute of Marketing (CIM) professional qualification (Level 6 elective New CIM professional marketing qualifications – 2020 (kimtasso.com) ) and the Cambridge Marketing College’s Marketing Manager Apprenticeship – a Level 6 Qualification (kimtasso.com).

Management 130

Management Co-Creation Publishing Leadership 130

OnStrategyHQ

JANUARY 12, 2024

Do you need to set your objectives and key results first, or set your vision statement ? Essentially, our strategy storyboard helps articulate your clear vision, your scope and focus, and the advantage you have over your competition. Follow these steps to create a script: Articulate your vision. Not quite yet.

Publishing 52

Publishing Communication Stakeholders Media 52

OnStrategyHQ

FEBRUARY 16, 2024

This AI framework empowers organizations to navigate their AI adoption process methodically, ensuring every step is aligned with their mission and vision for strategic transformation. You want to ensure this transformation is purposeful and supports achieving your organization’s vision.

Artificial Intelligence 52

Artificial Intelligence Government Value Proposition Co-Creation 52

Account Manager Tips

NOVEMBER 19, 2022

Introduce your value proposition and start with your conclusion. Explain your vision. How many times have you been in a presentation and drifted into a daydream? Thinking about what you'll do when you get back to your desk or what you'll have for lunch? We've all been there. Don't let that happen to your presentations. The report.

Value Proposition 246

Value Proposition Decision-making Shareholders Government 246

Cosawi

JANUARY 29, 2024

In today’s economy that is disrupted and fast paced, marketing is key in this journey to co orchestrate the customer led, team enabled account Planning strategy and value proposition creation to differentiate ourselves in the eye of our most important customers, generate revenue and mutual objective achievement.

Value Proposition 52

Value Proposition Co-Creation Marketing Account marketing 52

OnStrategyHQ

MAY 17, 2023

Core Purpose & Values Overview Welcome! This course’s first section will help define your core purpose and values. Core Values: Outlining the behaviors and values you expect from your team and organization. Learn how to run a workshop to develop mission and values. Can be done in a single day.

Organization 40

Organization Brainstorming Leadership Decision-making 40

Luminas Strategy

APRIL 21, 2024

The core of Honeywell’s transformation was more than just streamlining internal operations, it was that they leveraged the wealth of data generated by their systems to redefine customer value. As stewards of growth within your organizations, I invite you to immerse yourself in this article with a keen focus on extracting actionable insights.

Innovation 52

Innovation Organization Digital Transformation Digitalization 52

Arpedio

FEBRUARY 15, 2024

Understanding Mobilizers Mobilizers are pivotal individuals within organizations who possess the authority, influence, and vision to drive significant change and make critical buying decisions. In today’s fiercely competitive market, achieving sales excellence is paramount for business growth and success.

Stakeholders 52

Stakeholders Decision-making Value Proposition Sales 52

AchieveIt

JANUARY 16, 2024

Our focus will be on creating a flexible culture, promoting good communication, and engaging team members. Our focus will be on creating a flexible culture, promoting good communication, and engaging team members. This inclusion helps to create a shared vision by promoting a sense of ownership among the workforce.

Management 52

Management Decision-making Leadership Facilitation 52

Zendesk

MARCH 7, 2022

If you’re not yet focusing on the customer experience with your organization, it’s time to get started and kick it into high gear. Customer expectations are higher than ever and evolving. You’ve got to get ahead of that. It involves outlining the people, tools, data, and processes needed to implement your customer experience strategy.

Customer Experience 98

Customer Experience Government Decision-making Organization 98

Clarity Engagement Solutions

NOVEMBER 9, 2020

And the good news is they apply globally! – The Customer Relationship Vision – Customer Research – Team Work The Customer Relationship Vision What is your customer’s vision for their relationship with you? They still tend to focus on researching product and competitor information. Do you know?

Finance 91

Finance Decision-making Stakeholders Marketing 91