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Private client management and marketing: Business plans, recruitment, assessments and automation (Nov 2023)

Red Star Kim

This post summarises the key themes discussed, provides an additional learning resource for the delegates and includes further information – as promised – to some of the questions posed by delegates. Private client management and marketing: Business plans, recruitment, assessments and automation. The need to include purpose (i.e.

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Marketing Continuing Professional Development (CPD) – The power of reflection?

Red Star Kim

Once a year I have to produce four reflective learning statements for the Chartered Institute of Marketing (CIM) in order to maintain my Chartered Marketer status as a Fellow of CIM. CIM Fellows produce reflective statements. And you can see how this is incorporated into the CIM’s CPD reflective statements. What I learned.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

A great strategic plan defines where your organization is going, how you’ll win, who must do what, and how you’ll review and adapt your strategy development. Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process.

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Jobs-to-Be-Done (JTBD) Theory

Flevy

The model helps: Determine customers’ needs that are underserved or overserved, appropriate strategies to use, generate ideas, and pilot test concepts. This concise Job Statement should be written with the customer’s needs and perspective in mind. If implemented effectively, JTBD allows organizations to reap several benefits.

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THE 10-K FILING: THE MOST IMPORTANT DOCUMENT THAT SAMS NEVER READ

Strategic Account Management Association

Strategies, goals, challenges. The financial statements, specifically the income statement and balance sheet, illustrate how much money the company has made, its margins, its cur- rent debt and other important data. Take a look at Ford Motor Company’s Proxy Statement for 2020 below. This is the base of the pyramid.

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Valuable resource on change management – The Association of Change Management Professionals (ACMP) Standard for Change Management

Red Star Kim

This free online resource of 70 pages should be added as a valuable resource on change management – The Association of Change Management Professionals (ACMP) Standard for Change Management and ACMP Change Management Code of Ethics. Formulate the change management strategy. Develop the sponsorship strategy.

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What Is A Strategic Plan? 6 Essential Steps

ClearPoint Strategy

Confirm (or create) your mission and vision statements. Mission and vision statements provide important context for your future plans. Before you go any further, take the time to develop these statements, or take a critical look at your current iterations to make sure they’re still relevant. Choose a framework.