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Impressionist TEAM WORKBOOK

Impressionist TEAM WORKBOOK. Decisions and Notes for Modules 1 – 5. BSMART Business Simulation Management and Relationship Training. MODULE ONE. Vision, Mission & Strategy The Foundation of a Business. Your Vision. Your Mission. Your Strategy. SWOT Analysis. SWOT Analysis.

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Impressionist TEAM WORKBOOK

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  1. ImpressionistTEAM WORKBOOK

    Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training
  2. MODULE ONE Vision, Mission & StrategyThe Foundation of a Business
  3. Your Vision
  4. Your Mission
  5. Your Strategy
  6. SWOT Analysis
  7. SWOT Analysis
  8. Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.
  9. MODULE TWO GrowthBuilding the Firm
  10. Ideal Profile WM Business
  11. Ideal Profile Investment Business
  12. Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.
  13. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent
  14. Organizational Chart
  15. Compensation Philosophy
  16. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.
  17. MODULE FOUR Operations and Technology
  18. Role of Operations
  19. Wealth ManagementList and Documents Services Available Scalable Attainable Sustainable
  20. Investment ManagementList and Documents Services Available Scalable Attainable Sustainable
  21. Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.
  22. MODULE FIVE Financial ManagementMaking the Numbers Work
  23. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.
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