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Burns Simpson & Associates TEAM WORKBOOK

Burns Simpson & Associates 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. SWOT Analysis. SWOT Analysis. SWOT Analysis.

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Burns Simpson & Associates TEAM WORKBOOK

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  1. Burns Simpson & AssociatesTEAM 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. SWOT Analysis

  6. SWOT Analysis

  7. SWOT Analysis *See Appendix B

  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

  11. Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.

  12. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent

  13. Organizational Chart

  14. Compensation Philosophy

  15. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.

  16. MODULE FOUR Operations and Technology

  17. Role of Operations

  18. List and Documents Services Available Scalable Attainable Sustainable

  19. Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.

  20. MODULE FIVE Financial ManagementMaking the Numbers Work

  21. Financial Management *The Financial Worksheet is a separate Excel file.

  22. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.

  23. Appendix A: Bi-weekly Partners Meeting Agenda and Minutes

  24. Appendix B: Regional Analysis Demographic Research

  25. Competitive Landscape – Financial Advisors in Central Oregon

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