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1




 Get a Grip
     On
Your Business
2




FRUSTRATIONS

    Control
    Profit
    People
    Hitting the Ceiling
    Nothing’s Working
3
4
5




1. Core Values?
2. Core Focus?
3. 10-Year Target?
4. Marketing Strategy?
5. 3-Year Picture?
6. 1-Year Plan?
7. Quarterly Rocks?
8. Issues?
6
7
8




THE ACCOUNTABILITY CHART
                      Visionary




                      Integrator




   Sales/Marketing   Operations    Finance
9




G
Get It                  Function
W
Want It                   Name
C
Capacity to Do It   • ––––––––––––––––––––––––––––––
                    • ––––––––––––––––––––––––––––––
                    • ––––––––––––––––––––––––––––––
                    • ––––––––––––––––––––––––––––––
                    • ––––––––––––––––––––––––––––––
10
11



YOUR SCORECARD
12



SCORECARD MEASURABLES

 Weekly Revenue   Closed Business
 Cash Balance     Customer Satisfaction
 Sales Calls      Accounts Receivable
 Sales Meetings   Accounts Payable
 Proposals        Errors
                  Utilization/Capacity
13
14
15



THE ISSUES SOLVING TRACK

       I
       Identify
       D
       Discuss
       S
       Solve
16
17




CORE PROCESSES
    People
    Marketing
    Sales
    Operations
    Accounting
    Customer-Retention
18
19



THE LEVEL 10 MEETING
    Good News          5 Mins
    Scorecard          5 Mins
    Rock Review        5 Mins
    People Headlines   5 Mins
    To-Do List         5 Mins


    IDS                60 Mins


    Conclude           5 Mins
20
21




FOUNDATIONAL TOOLS
    V/TO
    Accountability Chart
    Rocks
    Level 10 Meeting
    Scorecard
22




 Get a Grip
     On
Your Business
Jonathan B. Smith
jonathan@chiefoptimizer.com
+1(703) 596-1011
@chiefoptimizer

Free eBook @ www.chiefoptimizer.com/beer

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Get a Grip on Your Business

  • 1. 1 Get a Grip On Your Business
  • 2. 2 FRUSTRATIONS Control Profit People Hitting the Ceiling Nothing’s Working
  • 3. 3
  • 4. 4
  • 5. 5 1. Core Values? 2. Core Focus? 3. 10-Year Target? 4. Marketing Strategy? 5. 3-Year Picture? 6. 1-Year Plan? 7. Quarterly Rocks? 8. Issues?
  • 6. 6
  • 7. 7
  • 8. 8 THE ACCOUNTABILITY CHART Visionary Integrator Sales/Marketing Operations Finance
  • 9. 9 G Get It Function W Want It Name C Capacity to Do It • –––––––––––––––––––––––––––––– • –––––––––––––––––––––––––––––– • –––––––––––––––––––––––––––––– • –––––––––––––––––––––––––––––– • ––––––––––––––––––––––––––––––
  • 10. 10
  • 12. 12 SCORECARD MEASURABLES Weekly Revenue Closed Business Cash Balance Customer Satisfaction Sales Calls Accounts Receivable Sales Meetings Accounts Payable Proposals Errors Utilization/Capacity
  • 13. 13
  • 14. 14
  • 15. 15 THE ISSUES SOLVING TRACK I Identify D Discuss S Solve
  • 16. 16
  • 17. 17 CORE PROCESSES People Marketing Sales Operations Accounting Customer-Retention
  • 18. 18
  • 19. 19 THE LEVEL 10 MEETING Good News 5 Mins Scorecard 5 Mins Rock Review 5 Mins People Headlines 5 Mins To-Do List 5 Mins IDS 60 Mins Conclude 5 Mins
  • 20. 20
  • 21. 21 FOUNDATIONAL TOOLS V/TO Accountability Chart Rocks Level 10 Meeting Scorecard
  • 22. 22 Get a Grip On Your Business Jonathan B. Smith jonathan@chiefoptimizer.com +1(703) 596-1011 @chiefoptimizer Free eBook @ www.chiefoptimizer.com/beer