Small Business Fundamentals
Standard Playbook Offering
Apply proven business management principles and practices, particularly those that are transitioning from owner-led to employee-led or expecting
tremendous growth and want to be sure that they can accommodate that growth trajectory.
The major workflows (topics) covered by this Playbook includes:
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Who Should Consider the Playbook?
Any organization that wants to apply proven business management principles and practices, particularly those that are transitioning from owner-led to employee-led or expecting tremendous growth and want to be sure that they can accommodate that growth trajectory.What's Included?
We aim to only include features in our playbooks that will provide you immediate value. A few aspects of the Business Fundamentals Playbook to check out:
- 45 implementation toolkits across 6 workflows
- Dozens of implementation tools, templates, and examples
- Links to relevant external content and resources
- Binomial (yes/no) assessment type to remove room for subjectivity
Overview of Playbook Contents
Strategy Management
- Create Corporate Vision & Strategy
- Create a One Page Strategy Plan
- Create Company Core Values
- Communicate Mission, Vision, and Core Values Internally
- Determine Business Path
- Explore Adjacent Products and Services
- Create Disaster Recovery Plan
- Create Business Continuity Plan
- Develop a Change Management Process
Business Management
- Create Initial Business Plan
- Create Annual Business Planning Process
- Transition from Owner-Operator to Business Leader
- Establish Structured Management Processes
- Review and Refine Structured Management Processes
- Develop Finance Model
- Understand P&L Management
- Implement Accounting Basics
Sales
- Develop Sales Process
- Implement Activity-Based Sales
- Create Catalogue of Offerings
- Develop Sales Tools & Collateral
- Principal Led Sales OR Develop Business Development Skills
- Develop Dedicated Sales Resources
Marketing
- Determine Prospect Universe and Targeting
- Define Target Market
- Develop Initial Marketing Plan and Budget
- Document the 4Ps
- Utilize PSA Tool to Report on Marketing Effectiveness
- Develop Customer Referral Process
- Create Customer Events to Leverage Referrals
People and Human Resources
- Implement Lean Office Principles and SOP's
- Formalize Recruiting and Hiring Process
- Ensure Hiring Compliance
- Identify Desired Core and Functional Competencies
- Set Basic Job Expectations
- Develop a Pay Strategy
- Formalize Time Tracking and Payroll Processing
Employee Engagement
- Optimize Employee Value Proposition
- Formalize Onboarding Process
- Implement Performance Management
- Implement Reward & Recognition Program
- Measure Employee Engagement
- Formalize Leadership Development
- Examine Additional Opportunities for HIPOs