ClearPoint Strategy

JULY 28, 2021

The VRIO framework is a strategic analysis tool designed to help organizations uncover and protect the resources and capabilities that give them a long-term competitive advantage. You can use a decision tree to help map the outcomes of your probe, depending on whether you deem a resource as having met the criteria or not.

Decision-making 98

Decision-making Organization Software Software 98

OnStrategyHQ

DECEMBER 21, 2023

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. Assess organizational performance or employee skills and training.

Software 52

Software Software Construction Organization 52

ClearPoint Strategy

JUNE 22, 2021

Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. City of Edmond, OK.

Government 52

Government Communication Software Software 52

ClearPoint Strategy

JUNE 9, 2021

You’ll notice we divided our hypothetical examples for strengths, weaknesses, opportunities, and threats based on the four Balanced Scorecard perspectives. You don’t have to use the Balanced Scorecard to be successful with your SWOT analysis, but this method does provide a strong framework for your discussion.

Finance 98

Finance Leadership Organization Decision-making 98

OnStrategyHQ

DECEMBER 21, 2023

A gap analysis can be an important tool in strategic planning as it helps organizations create an action plan for achieving their future state, and it can be fundamental for determining resource allocation and setting goals. The core elements of a comprehensive gap analysis template. A timeframe to completion of your future state.

Stakeholders 52

Stakeholders Organization Logistics Brainstorming 52

ClearPoint Strategy

APRIL 12, 2021

The problem is this: Few organizations have mastered the art of performance management. Done correctly, performance management connects two elements—individual work and organizational goals—to achieve alignment, the very thing that creates (and sustains) continuous improvement. The Balanced Scorecard.

Management 40

Management Finance Software Software 40

ClearPoint Strategy

JUNE 22, 2021

Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. Strategic planning is a tool for departments: a communication tool, project management tool, as well as a tool to learn about all the projects in the City. City of Edmond, OK.

Government 40

Government Communication Software Software 40

Zendesk

APRIL 12, 2022

When real estate agents have questions, their calls are routed to an agent experience manager, who has “boots on the ground” in the office and a wealth of resources from Compass’ centralized support team. A longtime Zendesk customer, Compass uses Zendesk to deliver white-glove service at scale, handling around 20,000 monthly inquiries.

Decision-making 52

Decision-making Retail Onboarding Software 52

Analytics-Based Performance Management

JULY 15, 2019

Quite naturally, many organizations over-rate the quality of their enterprise and corporate performance management (EPM/CPM) practices and systems. For example, when you ask executives how well they measure and report either costs or non-financial performance measures, most proudly boast that they are very good.

Profitability 40

Profitability Insurance CRM Government 40

Analytics-Based Performance Management

APRIL 15, 2019

I can track the meetings, phone calls, text messages, and e-mails amongst our managers from the moment the CFO’s staff reported this quarter’s disappointing financial statement. The CEO called our materials manager into her office for an explanation. He pointed his finger at the production manager. And where to make products.

e-Learning 40

e-Learning Profitability Leadership Decision-making 40

Shapecast

FEBRUARY 17, 2021

Firstly, creating clarity about the objectives and the performance measures is key to ensuring everyone is aligned on the outcome sought. 3) Ensure objectives are balanced. To successfully achieve business objectives, both the strategic planning and the strategy execution phases have to be successful. 2) Keep things simple.

Shareholders 52

Shareholders Stakeholders e-Learning Brainstorming 52

ClearPoint Strategy

DECEMBER 29, 2020

The first ClearPoint Strategy and Performance Management Cohort, a program created and run in partnership with ELGL, wrapped up with raving reviews from participants, mentors and ClearPoint team members. Why We Created the Cohort. One of those steps is Investment in Community. The Cohort Process. The Results.

Government 40

Government Management Customer Success Organization 40

ClearPoint Strategy

MARCH 30, 2021

What happens when you get three high-performing local government organizations in the same Zoom room? We walk through each presentation and provide more resources below. Shawna Davis, Budget and Performance Analyst, shared that Olathe has a 20-year strategic plan in place with an organizational scorecard. How do we know?

Government 52

Government Strategic Thinking Business Planning Decision-making 52

ClearPoint Strategy

DECEMBER 17, 2020

You’ll notice we divided our hypothetical examples for strengths, weaknesses, opportunities, and threats based on the four Balanced Scorecard perspectives. You don’t have to use the Balanced Scorecard to be successful with your SWOT analysis, but this method does provide a strong framework for your discussion.

Brainstorming 52

Brainstorming Leadership Government Decision-making 52

Analytics-Based Performance Management

JUNE 15, 2019

Seven years from now in 2023 here are the personal diary entries of the executives of a fictitious corporation reflecting on their experience implementing enterprise performance management (EPM) methods. What might C-level executives write in their diaries in the future? My crystal ball is crystal clear. You live and learn.

Management 40

Management Profitability Government Software 40

Analytics-Based Performance Management

MAY 15, 2019

Enterprise and corporate performance management (EPM/CPM) methods imbedded with business analytics are a hot topic. Another reason is that gut feel and intuition are no longer sufficient given the complexity involved in managing an enterprise. Will they stay hot? My bet is these methods are keepers. It is for many reasons.

Management 40

Management Decision-making Leadership Software 40

ClearPoint Strategy

MARCH 3, 2021

As a performance management software company, we’re constantly interacting with organizations that want to do better, not only from a strategy point of view, but also in the way they work. Instead of wasting money to carry out unnecessary tasks, they’re redirecting resources toward potential growth opportunities.

Software 52

Software Software Brainstorming Government 52

ClearPoint Strategy

APRIL 1, 2021

If you manage a team, there’s a good chance you’ve heard of key performance indicators (KPIs). In its simplest form, a KPI is a type of performance measurement that helps you understand how your organization or department is performing. (To To get a more in-depth description, read this article, What Is A KPI? )

Acquisition 40

Acquisition Profitability e-Learning Finance 40

ClearPoint Strategy

JULY 7, 2021

We have more and more data available to us every day and many companies are stymied by the sheer volume of managing it. The unlikely and overlooked hero is the manager that can turn this avalanche of information into a well-designed dashboard. It will help you make decisions about the resources you have and how to allocate them.

Organization 98

Organization Healthcare Decision-making Government 98

ClearPoint Strategy

AUGUST 19, 2021

The Balanced Scorecard (BSC), in my humble opinion, is one of the best management reporting frameworks available. But if you’ve landed on this page, I’m guessing you aren’t looking for a simple, detail-less, contrite description of what a scorecard is and how to use it. What Is A Balanced Scorecard?

Shareholders 98

Shareholders Manufacturing Healthcare Government 98

ClearPoint Strategy

NOVEMBER 20, 2020

We want to make it as easy as possible for you to balance the needs of all your community stakeholders with the realities of a constrained amount of time and money. Include your staff, managers and directors, city council, and citizens. Either way, you’ve come to the right place. Click To Tweet. You’ve come to the right place.

Government 52

Government Stakeholders Communication Organization 52

ClearPoint Strategy

FEBRUARY 11, 2022

If you want to improve performance in your organization, it all starts with strategy. What are you doing to improve your performance? ’ This is the dreaded question we hear so many times a day, in a work culture filled with meetings. You want your meeting to be the one that people don’t dread. Defining The Process.

Meetings 98

Meetings Decision-making Leadership Facilitation 98

ClearPoint Strategy

NOVEMBER 19, 2020

This could be for several reasons – a general resistance to change, difficulty managing existing silos both internally and externally in the community, and the big one – a lack of resources. How can you begin establishing a proven track record if you don’t have the resources to execute on your strategy? My Background.

Profitability 40

Profitability Stakeholders Government Leadership 40

ClearPoint Strategy

JANUARY 20, 2021

Because it is impossible for an organization to understand how it will achieve success without first having contextual information—in the form of both qualitative and quantitative data—regarding its internal resources and external environment. The process of performing a strategic analysis is what adds context to quantitative data.

Decision-making 40

Decision-making Software Software Government 40

ClearPoint Strategy

JULY 7, 2021

We have more and more data available to us every day and many companies are stymied by the sheer volume of managing it. The unlikely and overlooked hero is the manager that can turn this avalanche of information into a well-designed dashboard. It will help you make decisions about the resources you have and how to allocate them.

Organization 52

Organization Healthcare Decision-making Government 52

Account Manager Tips

NOVEMBER 25, 2022

Review and revise your account plan Strategic account plan Excel template Strategic account planning resources. 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. Where are we?

Account Planning 246

Account Planning Key Account Management Account Management Brainstorming 246

SmartKarrot

JANUARY 25, 2022

Balance the remuneration plan of your customer success team. Net Revenue Retention is a metric that indicates the stickiness of a SaaS product to its customers. It also assists as a parameter for the customer success teams to take a step towards retention, upsell or even cross-sell. . You need to show the product value to the customer.

Customer Success 19

Customer Success Investors Customer Experience Onboarding 19

Red Star Kim

NOVEMBER 9, 2023

Unusually, he has accolades for both customer service and human resources. I really like his constant emphasis on the need to balance a planned approach with the ability to recognise and adapt to changes. 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

ClearPoint Strategy

NOVEMBER 2, 2021

Balanced Scorecard. The Balanced Scorecard is a strategy management framework created by Drs. There are many ways you can create a Balanced Scorecard, including using a program like Excel , Google Sheets, or PowerPoint or using reporting software. In this article. Robert Kaplan and David Norton.

Stakeholders 145

Stakeholders Software Software Organization 145

Red Star Kim

FEBRUARY 28, 2023

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 . It is intended to supplement the learning resources for delegates provided on the day – delegate aims, poll results and takeaways are shown below.

Emotional Intelligence 130

Emotional Intelligence Management Business Planning Value Proposition 130

ClearPoint Strategy

JANUARY 14, 2021

Balanced Scorecard. Office of Strategy Management. You’ve likely heard that nine out of 10 organizations fail to execute their strategies. The natural question, then, is why ? 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. Introduction.

Leadership 52

Leadership Decision-making Organization Meetings 52

AchieveIt

SEPTEMBER 11, 2023

Since every organization is unique, a wide selection allows you to find resources that fit well, offering the right focus areas and strengths for your needs. 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.

Decision-making 52

Decision-making Communication Organization Value Proposition 52

ClearPoint Strategy

JULY 29, 2021

Here’s some practical advice based on years of experience: Don’t put 56 objectives in your scorecard—that’s too many. Your objectives link out to your measures and initiatives. This list of strategic objective examples should help you think through the various types of objectives that may work best in your organization.

Innovation 98

Innovation e-Learning Healthcare Government 98

Account Management Skills

JANUARY 25, 2022

There are also some shared examples of where agencies have performed particularly well in the pitch process. I spoke to Jessica Bowler and Iris Gatzweiler , two senior procurement clients who shared some insights into the pitching process. Drop me a line at jenny@accountmanagementskills.com or find me on LinkedIn. Transcript: Jenny: 00:00.

Procurement 52

Procurement Suppliers Stakeholders Decision-making 52

ClearPoint Strategy

DECEMBER 14, 2020

How do we manage our performance as it relates to our organization as a whole?”. Below, we’ll walk through a thorough performance management definition, the importance of performance management, each step of the performance management process, and a great deal more. Introduction. Introduction.

Management 52

Management Decision-making Leadership Software 52

ClearPoint Strategy

DECEMBER 27, 2021

To be a well-run, high-performing hospital, you must be data driven. 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. Step 1: Pull together key data.

Healthcare 98

Healthcare Decision-making Organization Software 98

ClearPoint Strategy

MAY 6, 2021

It’s an age-old business dilemma: You want to grow your business, but aren’t sure where or how to allocate resources to make it happen. A gap analysis is an examination and assessment of your current performance for the purpose of identifying the differences between your current state of business and where you’d like to be.

Banking 52

Banking Manufacturing Government Organization 52