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Burns Simpson & Associates TEAM WORKBOOK

Burns Simpson & Associates TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. MODULE ONE. Vision, Mission & Strategy The Foundation of a Business. Your Vision. Your Mission. SWOT Analysis. PLEASE COMPLETE. SWOT Analysis.

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Burns Simpson & Associates TEAM WORKBOOK

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  1. Burns Simpson & AssociatesTEAM WORKBOOK Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training

  2. MODULE ONE Vision, Mission & StrategyThe Foundation of a Business

  3. Your Vision

  4. Your Mission

  5. SWOT Analysis PLEASE COMPLETE

  6. SWOT Analysis PLEASE COMPLETE

  7. Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.

  8. MODULE TWO GrowthBuilding the Firm

  9. Ideal Profile PLEASE COMPLETE

  10. Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.

  11. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent

  12. Organizational Chart

  13. Compensation Philosophy

  14. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.

  15. MODULE FOUR Operations and Technology

  16. Role of Operations

  17. List and Documents Services Available Scalable Attainable Sustainable

  18. Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.

  19. MODULE FIVE Financial ManagementMaking the Numbers Work

  20. Financial Management *The Financial Worksheet is a separate Excel file.

  21. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.

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