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Step 1 of 6

16%
  • 5 Keys Assessment

    The best management teams are always re-evaluating their strategy, value proposition and positioning — and they are translating their plans into action. The 5 Keys Assessment benchmarks your firm against the practices of best-in-class companies and provides your management team with an honest (and actionable) evaluation of your company’s strategic readiness. This tool identifies your organization’s strengths and areas for potential improvement in strategy formation and execution.

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  • Create Alignment

    95% of workers do not understand their employer's business strategy.
    The CEO's most important role is to develop and share a vision for the future, and then build the team and infrastructure to support the growth plan.

    1

  • Members of your strategy team have a common understanding of who you would like to become as an organization. This may include a published vision statement.
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  • Members of your strategy team agree on your desired growth rate and from what markets, channels or products future growth will come.
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  • A strategic plan that is regularly reviewed and adapted based on changes in market conditions such as consolidation or new entrants.
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  • Your management team has agreed on three or four strategic priorities such as expanding into a new market or integrating an ERP. Such objectives are prioritized and communicated. Post your mission and values in public view.
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  • You have financial projections that anticipate scenarios which could impact financial performance in the future. Our projections support the investments in people, technology and infrastructure.
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  • Win Consistently

    86% of management teams spend less than one hour per month discussing strategy.
    At the core of strategy is minimizing risk while amplifying opportunities. Many companies struggle to find relevant market data and the right tools to assess it.

    2

  • Your team has conducted market research that spells out the size and growth rate of key market sectors, and evaluated the strength of the competition in those markets.
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  • Your company is not reliant on only a handful of profitable customers.
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  • Customers could point out distinct features or benefits of your product or service that are vastly different from your competitors.
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  • Your team has conducted market research that spells out the size, and growth rate of key market sectors, and evaluated the strength of the competition in those markets.
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  • Sales and marketing have identified specific market niches, and have deployed resources in a concentrated manner to the markets where we think we can win.
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  • Scale Intelligently

    20% of organizations focus on execution deliverables on a monthly basis. 
    Even if a company identifies the ideal growth strategy, it must also support that with the optimum people, processes and technology.

    3

  • Our computer systems are connected in such a way that information flows seamlessly, minimizing the need for manual imports and exports.
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  • Our data lives in computer systems where we can easily access the information we need to complete work efficiently.
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  • Our work instructions are written and act as a reference for training and completion of work tasks with a high degree of accuracy.
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  • We have systems that promote efficiency, speed and seamless customer experiences.
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  • We have a set of initiatives with assigned project managers who track milestones and dates, and ensure that projects are completed on time and to specifications.
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  • Build Culture & Secure Talent

    92% of people would consider changing jobs if offered a role with a company with an excellent corporate reputation.
    Today, best-in-class employers have a significant competitive advantage.

    4

  • Our employees rate us as the premier workplace destination in our industry.
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  • Our company is known through our industry as a great place to work. Talent flocks to us.
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  • We utilize employee engagement surveys or other methods where employees have an opportunity for their voices to be heard.
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  • We have formal on-the-job training checklists for every department, ensuring that new employees hit the ground running.
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  • We have developed a list of emerging leaders and created programs that position them to pursue career advancement.
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  • Measure for Success

    92% of companies do not track key performance indicators.
    Well-run companies are able to track a series of indicators that serve as the pulse of the business.

    5

  • The management team has access to a dashboard with numbers that report on the pulse of the business.
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  • The management team has access to a dashboard with numbers that report on the pulse of the business.
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  • When our employees fall short of expectations, we take action to improve their performance. We encourage poor performers to leave.
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  • Our managers provide regular feedback in the form of one-to-one meetings or other formal feedback methods.
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  • Our incentive plans align bonuses to specific, measurable outcomes beyond EBITDA.
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