Modern organizations execute management by indicators practices and implement formal business reviews mechanisms in order to monitor overall strategic performance and be in control of the business. The Business Review PowerPoint Template covers the main strategic areas of every organization small or big. Business Review do not have special preconditions, but in order to execute the business review as a formal business practice, it is important to document the main business strategy, communicate the goals that need to be achieved to follow the strategy and how are they going to be measures.
Organizations which implement Balanced Scorecard already execute this steps. This representations are ideal for summarizing strong numeric information. You must be logged in to download this file. Favorite Add to Collection.
Business Review PowerPoint Template. Your Business Process Review checklist should include these five essential steps:. Make a flow chart that depicts the entire business from a high-level perspective. It should show how the progression of work flows between departments, and what tools and reports each department might utilize. Once you have identified how the process flows between departments, create a more detailed process flow chart specific to each department.
Using Sales Order Entry as an example, chart how an order is received and processed throughout order entry, and reference any other department process documention as the order progresses to those departments. If this is a new customer, for example, the order may need to flow to the credit department first for approval, then return to order entry.
This step helps define the purpose and scope of individual procedures, and references any corresponding process flow details and work instruction documents.
The work instruction document is the most detailed layer of all the process review steps. This is the document that new employees should be able to reference to help perform their duties—with little to no assistance from anyone else. Of course, this level of detail makes the work instruction the biggest step of a process review, and arguably the most critical. Any good Business Process Review should be summarized with a section for process improvement.
Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results. Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules.
This template is perfect for remote online meetings that use video conferencing software. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability.
They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting.
Adjust the slides and craft a QBR presentation for your customers. The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.
Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers or related sales and marketing professionals using strategic account management to discuss KPIs and return on investment ROI , sign sales contracts, or negotiate service renewal agreements with customers.
Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning.
Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Instead, create a customer-oriented agenda and share it with them prior to the meeting.
Nancy Duarte is Principal at Duarte, Inc. Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting. Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte is a proponent of filtering big ideas. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.
0コメント