9 core Competencies

A clear and compelling statement that guides the organization and filters out distractions. It is comprised of:

Core Values

Defines the values of ideal team members and shapes the company's culture and decision-making.

​

Industry and Niche

Describes the business type (Industry) and the products or services provided to the market (Niche).

Purpose/Passion/Just Cause

Defines why the company exists, what drives it, and what it aims to achieve.

Unique Value Proposition (UVP)

Specifies what makes the company different and why customers should choose its offerings.

Guarantee

Clarifies what makes the company unique and why customers choose its offerings.

Goals are specific, measurable outcomes a company aims to achieve within a defined timeframe. They provide direction, focus, and a clear benchmark for success, enabling the company to allocate resources efficiently, monitor progress, and stay aligned with its overarching mission and vision.

Data is vital for tracking key performance indicators (KPIs) and managing scorecards during weekly meetings. Unlike backward-looking financials, KPIs provide a forward-looking perspective. Effective data practices involve identifying critical metrics, collecting accurate data, and analyzing trends to make timely course corrections, ensuring scorecards are actionable and decisions are informed.

A highly effective meeting structure ensures that meetings are focused, productive, and aligned with the company’s strategic goals through five key components:

Segue

Begin with quick updates from each participant to build rapport and engagement.

​

Scorecard

Review key metrics to assess performance and identify areas needing attention.

​

Rocks

Check progress on major quarterly goals, address obstacles, and plan next steps.

​

To-Dos

Update the status of assigned action items to ensure accountability and timely completion.

RDR (Raise, Discuss, Resolve)​

Address issues by raising topics, discussing them, and resolving them with clear action steps.

Enterprise Value (EV) is a comprehensive measure of a company's total value, often used as an alternative to market capitalization. It includes not only the market value of the company's equity but also the value of its debt, excluding cash and cash equivalents. EV provides a clearer picture of a company's worth, particularly when comparing companies with different capital structures. It is a critical metric for investors and analysts in assessing the true value and potential of a business.

A person whose needs align with a company's products or services and who shares its core values and goals, targeted based on geography, demographics, and psychographics to ensure meaningful, long-term relationships and exceptional value.

The right people in the right seats are employees who embody the company's culture, values, and mission. Their skills, dedication, and collaboration drive the organization forward. Prioritizing the right people ensures a productive, innovative, and cohesive work environment that aligns with the company’s strategic goals.

An effective organizational structure ensures smooth and efficient company operations by defining hierarchy, roles, responsibilities, and processes. This structure promotes a cohesive and productive work environment, aligning with the company's strategic goals. Key components include:

​

Hierarchy

Establishes clear lines of authority and accountability.

Roles and Responsibilities

Clearly defines the duties and expectations for each position.

​

Processes and Workflows

Outlines standard procedures for task completion.

Communication Channels

Specifies methods for effective information flow.

Flexibility and Scalability

Designed to be adaptable to changes and scalable for growth.

Optimizing and documenting processes in Standard Operating Procedures (SOP) to ensure consistency, efficiency, and scalability. This includes SOPs for marketing, sales, customer retention, operations, human resources (HR), and accounting.

.