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Execution

Set up the cadence and processes to assure that you stay on track towards your goals.
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Strategy
Tactics
Execution
Sales
Teams
Leadership

Execution Overview

Momentum can be built by the repeated accomplishments of important tasks.

Most companies face strong competition.  The team that can be precise in their processes will gain an advantage that will show up on their balance sheet.

Companies with a rising workforce will benefit from the communication training that comes along with executing a plan.

If your lowest level employee can't name the process and how they fit into it, you need a clearer process.  It has to be simple to scale.
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Execution  Planning Process:

  • What comes first?
  • What comes after that?
  • All the way to the end
  • Who owns it and who knows it was done?
  • Build process timelines
  • Implement them
  • Monitor them
  • Adapt them regularly
Learn More

Case Study - Execution

Client Question: 
​How do we get the founder out of the business gracefully?
Execution Case Study PDF

The Issue:
A founder sold his business and the buyer needed to hire a good manager to run the business in conjunction with the founder during his earn-out phase. The terms of the transaction were not divulged to the employees and the new manager needed a plan for running the company, with or without the founder’s involvement.

​The Steps:
We helped the client complete a search for a general manager and integrate the GM with the staff and the founder.  Next, we set up a dashboard for key metrics, and reviewed with the GM.  Built next were S.O.P’s for each position in the company. A review was started on the relative performance at key time periods.  We identified the leverage points in the business and had them teach best practices to the employees.

The Outcome:
The transition went well, no top employee left the company.  New sales people were hired to handle the lead growth and the internal closing percentages improved with best practice training at the moments of maximum influence (MOMI’s).  ​
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Questions addressed:
  • Finding a general manager
  • Set up procedures
  • Manage a transition

Lessons Covered:
  • Recruiting talent
  • Managing the transition
  • Build listening devices inside business process
  • Identify leverage points
  • Teach best practices at the MOMI's
​
Results:
  • The team knew their roles
  • What to do when and who to tell about it
  • The new owner had an asset that was not founder dependent

Do You Have Business Processes That Are Unclear?
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