Organization Assessment

Posted by Bill Sumerlin on Jan 23, 2023 in Tools | 0 comments

Assessing an organizations operation How are you performing as a leader of your organization?  The following are some tools that can help you  improve your leader communication and management skills and the overall operation of your organization. Trinity of Management the Sirolli Institute Want to help someone? Shut up and listen!  Ted talk by Ernesto Sirolli 5 Dysfunctions of a Team book by...

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Management Tools

Posted by Bill Sumerlin on Jan 23, 2023 in Leadership Coaching, Tools | 0 comments

General Management Tools Whether you are managing people onsite, face-to-face or remotely via email, telephone, messaging and/or video, there are tools that can help you be more productive. COMMUNICATION TOOLS Some services will work better than others depending on where a Fellow is located.  Zoom is the recommended service, but Skype is also a good alternative. Zoom (video conferencing web...

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Company Assessment

Posted by Bill Sumerlin on Jan 22, 2023 in Tools | 0 comments

Key Elements of a Successful Company Scaling up issues – organization, business, leadership Scaling Up  book by Verne Harnish Detailed summary (pdf) Metronome Effect: The Journey to Predictable Profit  book by Shannon Susko Video summary Presentation Business Model Canvas by Steve Blank Why the Lean Start-up Changes Everything Harvard Business Review article Video summary by Steve Blank How to...

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Needs Assessment

Posted by Bill Sumerlin on May 26, 2013 in Assessments, Business Musings, Front Page Features | 0 comments

What do you need to be successful? Are your organized for success? Are your personnel productive? Are your business processes helping you achieve your objectives, or slowing you down? Do you have adequate visibility into your observations? When opportunities and problems occur, do you have sufficient time so properly resolve them. Is your technology friend or foe? Are your prepared to handle...

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Financial Modeling

Posted by Bill Sumerlin on May 25, 2013 in Assessments, Business Musings, Front Page Features | Comments Off on Financial Modeling

Financial modeling enables a company to test various scenarios without spending any money.  A good financial model incorporates the various operational aspects to more accurately predict new revenues and costs on a group by group basis.  A great model incorporates the results of A/B testing so that you can quickly and cost effectively adjust specific sales and marketing campaigns.  A financial...

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