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Control Dashboard - Forte

Tools for an organised business
by

Nic Stephen

on 31 March 2014

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Transcript of Control Dashboard - Forte

3
Perspective
Outcomes
Competitor
Network
map
Customer
Analysis
Value
Analysis
USP
Proposition
Marketing
Moments of Clarity
Why does your customer buy from you?
What triggers them to think of you?
Principles of influence
Networking
Customer service strategy
What does your customer value?
How are you seen in the market?
Competitor analysis
Benefits
2
...
.
ID gaps in your network
Product & service triggers
ID what is unique about you &
Why it matters!
Determine what value you offer
Understand what motivates your customer
Determine your competitive advantage
Assess the effectiveness of marketing
Assess how you connect with your customer
How you deliver of expectations
Underpinning education
.
4
Tool Box
Outcomes
Decision
Making Tools
Implementation
Plan
Moments of Clarity
How to achieve your goals
Why implementation is key
Decision making techniques
Strategy
Joining the dots!
Aligning with the team
Benefits
1
...
.
Make informed decisions
Understand the links that exist
Use your data to form strategies
Develop a plan to follow
Focus your energy and time on outcomes
Form new links between areas within your business
Focus your attention on key priorities
Clearly understand where the gaps are, and....
What needs to be done in order to achieve success!
Underpinning education
.
2
Operation
Outcomes
Staff Analysis
Systems
HR Systems
Audit
Products
& Services
Risk
Moments of Clarity
Operational Planning
Resourcing
Leadership
Workforce planning
HR Systems
Decision making
Benefits
3
...
.
Focus on team outcomes
Assess your product & service mix
Determine if pricing strategy is sound
Undertake a risk assessment
Audit the effectiveness of systems
Do services offered meet client needs
Consider leadership
Complete a broad HR audit
Identify the health of team systems...
Responsibilities, accountability & results
Underpinning education
.
1
Foundation
Outcomes
Outcomes
Context?
map
SWOT
Analysis
Industry
with Purpose
Vision
Priorities
Analysis
Moments of Clarity
Planning Matrix
Strategic plans
Prioritising
Decision Making
Problems & Solutions
Benefits
1
...
.
Clarify your vision
Capture areas of weakness
ID relevant external factors
Consider why you're in business
Create a framework for future effort
Engage the energy and buy in of key staff
Capture key knowledge on industry changes
Focus your attention on key priorities
Develop a base understanding to build upon
Underpinning education
.
Analysis
Pricing
Audit
Strategy
Reaching
outcomes
Plans
OPA
Know more?
Want to
0438 278 391
enquiry@yourforte.com.au
www.yourforte.com.au
forte
Contact us to get the Dashboard!
A Framework
to suit everyone!
4 x full day sessions
8 x half day sessions
or
Under $5000
1. 50% Start, 50% End
2. Weekly direct debit
3. Monthly invoice
Intensive
Weekly, Monthly, or Customised to suit
How often?
Payment options
Investment
Budget
Financial
Products
& Services
HR
Performance
Management
Pricing
Practical value
WHS
Risk Management
Planning
Workspace
Layout
Efficiency
Professionalism
Communications
Internal
External
Methods
Effectiveness
Customer
Client Analysis
Industry
Competition ....
Sales Pipelines
Value Proposition...
What to
Mission | Vision
Stakeholders
Values
Network
Alliances?
focus on?
Goal
Setting
Decision
Making
Risk
Analysis
Tools
External
Forces
People
Management
Brand
Image
Systems
Research
Data
Your Business
Marketing
Promotions
Competitor
Analysis
USP

Procedures
Training
Systems
Triggers
Lasting
Margin
Operational
Continuous
Improvement
Innovation
Growth
Management
Documentation
Policies
Procedures
Operational
Analysis
Admin
Efficiency
Productivity
Production
Logistics
Capacity
Technology
Cost Benefit Analysis
Software
Skills
Brand
Image
Pricing
Practical value
Triggers
Lasting
Margin
Plans
Action
Strategy
Howe do you benefit?
Vision
Priorities
Implement
Schedule
Measure
Test
&
Goal
Setting
Documents
S|K|E
Investments
Context?
map
Final
Uncover the real reasons why your clients buy
Consider the impact certain marketing choices have on your customers decisions
Answer the questions of what really motivates your team to perform
Audit the effectiveness of your systems & process
Identify areas of workflow improvement
Create a living blueprint of your business
You'll be so involved, you'll understand more then ever before
Our systems takes the guess work away
4 set stages, each with their own results and learnings
Affordable for small to medium businesses

Need to clarify what your customer actually wants?
Do you...
Control Dashboard gives you a
Emotions
or Problem
Needs
Tangible
Obvious
Powerful driver
effects decision
most important
Values
Expect
Expectations
Required Questioning
Several.....
Value adds
Demographics
Historical
Who are our repeat customers?
Who has gone elsewhere?
Why??
Brand
perception
How are you seen in the community?
Where are they from?
How much do they spend?
How are they educated?
Operational variable
Age | Gender
What do they value?
Value Proposition
Points of difference
USP
Quality
Price
Options?
Reliability
Responsiveness
Flexibility
Knowledge
Services
Product
Hard to judge
Triggers
Questioning
Listening
Understanding
Genuine
Solve
Customer
Analysis 101
Regular reminders
Brand
Promotions
Stories
Sharing occurs with stories
What stories do you have?
Ideas top of mind spread
Mars bar = Mars planet
Practical = easy to share
People love to tell!
Value
Trust...
Frustration
Confusion
Pride
Ever wondered what the
most important
aspect of your business was?
Part of Forte's
Clarity of focus
simply by
Connecting the dots!
Know more?
Want to
0438 278 391
enquiry@yourforte.com.au
www.yourforte.com.au
forte
Contact us for a FREE consultation
http://yourforte.com.au/contact-us/
Click here
Want to get clear on your direction forward?
Need a clearly defined action plan?
Wanting your team to work @ full capacity?
Are you
Confused about which areas needs your focus?
Uncertain about industry changes?
Lets us show you how
Consider your Brain
For one part to work, it needs dozens of others ... without many synapsis working together, the brain cannot function
Control Dashboard works in much the same way!
The Dashboard comprises
Want a sneak peak?
Key Stages
works

We focus on whats obvious,
What's not so obvious
and...
How does it work?
We meet for a coffee
Talk about your business
Start stage 1
Lock in some dates
Decide on a venue
Your goals
Aspirations
Challenges
Decide on an approach that suits you
Invite key staff
for the whole program!
Sales approach...
Your
Why
are we here?
Customer
categories
& Promotions
Full transcript