how to do a quarterly review? smallbusinesssolver
DESCRIPTION
How To Do A Quarterly Review? www.smallbusinesssolver.com. Quarterly Reviews Allow You to See The Forest. Carla Langhorst @business solver. What Will We Cover?. Why a quarterly review is critical? Action planning recap Steps to a quarterly review Best practices What not to do?. - PowerPoint PPT PresentationTRANSCRIPT
Carla Langhorst
@business solver
QUARTERLY REVIEWS ALLOW YOU TO SEE
THE FOREST.
- Why a quarterly review is critical?- Action planning recap- Steps to a quarterly review- Best practices- What not to do?
WHAT WILL WE COVER?
Dependent on YOUR ASSUMPTIONS.
And we al l know what assumptions do…
WHY IS A QUARTERLY REVIEW CRITICAL?
Are there new threats?
Are there new opportunit ies?
THINGS CHANGE!!
BHAG
< 3 years as a start up
< 5 years as small business
< 10 years as $1 billion business
BITES
Years
Quarters
Months
Weeks
Days
Internal Review
ExternalReview
STEPS TO A QUARTERLY REVIEW
Internal ReviewWhere are we?Where should we
be?Why the
difference?
STEPS TO A QUARTERLY REVIEW
External ReviewPolitical reviewEconomicSocialTechnologyCompetitive
STEPS TO A QUARTERLY REVIEW
Involve stakeholders
Measure & monitorRegular updatesChallenge
assumptionsHave ownershipStay committedAlign human
resourcesTarget salesSet milestonesReward success
BEST PRACTICES
Just ignoring the plan
Lack of communication
Too tacticalMonitoring the wrong things
No measurement
Confusing
TOP STRATEGIC IMPLEMENTATION MISTAKES
- Why a quarterly review is critical?- Action planning recap- Steps to a quarterly review- Best practices- What not to do?
WHAT DID WE COVER?
Carla Langhorst
@business solver
QUARTERLY REVIEWS ALLOW YOU TO SEE
THE FOREST.
