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Company Strategic Assessments
- Strategic Assessment Inverviews of Management and Staff
- Validates Company's Strengths and Weaknesses
- Strategic Assessment Report of Findings and Recommendations
- Identifies Opportunities to Implement "Best Practices"
- Culminates in One-Page Strategic Plans Specific to Management and Staff
Management by Accountability (MBA) Management System
- Annual Company Strategic Goals (One-Page Strategic Plan)
- Supported by Employee Action Plans (Management and Staff)
Strategic Planning Workshops
- SWOT Analysis
- Vision Statement
- Mission Statement
- Core Values
- Long-Term Objectives
- Short-Term Objectives
- Strategic Priorities Training Session
- Strategic Priorities
- Employee Action Plans Guidelines
- Employee Action Plans
Research Reports (Examples)
- Competitor Assessment Reports
- BIM Product Information Models (BIM) Research Report
- Building Integrated Photovoltaics (BIPV) Research Report
- Construction Industry Organizations Research Report
- USGBC Assessment Report
- Interior Products Market Assessment Report
- Aluminum Operable Windows Research Report (Non-Residential)
- Residential Window Market Assessment Report (Aluminum, Vinyl, Wood, Composite and Fiberglass Materials)
- Market Potential Report
- Client Requested Research
Building Product Manufacturers Strategic Forums
- Discussion Forum for Non-Competitor Building Product Manufacturers
- Attendance by Invitation Only and Limited to Maximum of Five Companies
- Promotes Strategic Thinking, Probing Discussions, Best Practices and Networking
- Non-Competitive Environment Embracing Collaboration, Confidentiality, Transparency and Professional Growth
- Enhance Overall Performance of Each Company by Sharing Knowledge of Best Practices and Address Critical Issues of Common Importance
- Discussion Agenda Established by Participants Addressing Common Challenges, Opportunities and Threats
Building Product Manufacturers Customer Strategic Forums
- By-Invitation-Only Forum for Non-Competing Highly Valued Customers of Building Product Manufacturer and Limited to Maximum of Six Companies
- Promotes Strategic Thinking, Probing Discussions, Best Practices and Networking Opportunities
- Non-Competitive Environment Embracing Collaboration, Confidentiality, Transparency and Professional Growth
- Enhance Overall Performance of Each Customer by Sharing Knowledge of Best Practices and Address Critical Issues of Common Importance
- Discussion Agenda includes Input from all Participants to Address Common Challenges, Opportunities, Critical Issues and Threats
Planning Documents
- Strategic Business Plan
- Mission Statement
- Vision Statement
- Core Values
- Marketing Plan
Field Sales Organization
- Sales Training
- Assessment of Performance
- Organization Structure
- Incentive Compensation Plan
- Sales Management Manual
- Territory Management Manual
- Official Job Descriptions
Channels of Distribution
- Distributors
- Dealers
- Manufacturers Representatives
Market Surveys and Customer Meetings
- Client Satisfaction Surveys
- Competitor Assessment Surveys
- Surveys per Client Request
- Customer Councils
- Customer Forums and Symposiums
Product Development Process
- Assessment of Product Line
- Assessment of Product Development and Innovation Process
- Accountabiliity for Results
- Produce Innovation Roadmap (Company-Wide Perpetual Innovation Process)
Human Resources
- Annual Performance Appraisal (One-Page Form)
- Employee Performance Rating Profiles (One-Page Form)
- 360° Performance Appraisal (Staff Rates Manager)
- 360° Performance Appraisal (Peer Rates Peer in Department)
- 360° Performance Appraisal (Department Rates Department)
- Official Job Descriptions
- Employee Development (One-Page Training Templates)
- Recruiting, Interviewing and Hiring Candidates
- Cross-Functional Employee Teams
- Salary and Incentive Compensation
- Profit Sharing and Gain Sharing
- Recruiting (Sales, Engineering, Management, etc.)
General Management
- Management by Accountability (MBA) Management System
- Acquisitions
- Dispositions
- Mergers
- Key Measurement Report (Dashboard Report)
- Leadership by Example Seminar
- Management Succession
- Industry Association Advocate
- Introductions to Prospects, Architects, etc.
Marketing Communications/Advertising
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