Strategic Planning and Management Insights

AUGUST 21, 2024

In today's fast-paced business world, where strategy and leadership are constantly evolving, the art of facilitation is becoming increasingly vital. Myriam's unique journey—from an academic in behavioral economics to a highly sought-after facilitator—offers deep insights into the transformative power of facilitation in organizations.

Facilitation 64

Facilitation Leadership Organization Digital Transformation 64

Flevy

JUNE 27, 2024

Most organizations struggle with Strategy execution. Furthermore, organizations only realize about 60% of their strategies’ value. Having a Strategic Management Office –i.e. Having a Strategic Management Office –i.e. The SMO is the team responsible for managing the Corporate Strategy of the organization.

Management 97

Management Facilitation Finance Performance Review 97

Kainexus

SEPTEMBER 7, 2023

Lean technology, often called " Lean software " or "Lean management software," is a category of applications and lean manufacturing tools designed to support and facilitate Lean principles within any organization dedicated to operational excellence.

Organization 94

Organization Manufacturing Facilitation Software 94

Hubspot Sales

OCTOBER 2, 2019

You can achieve it with a structured sales performance management process. Now that you're clear on what sales performance management entails, let's talk about why it is so important to implement it into your standard operating rhythm. Why Sales Performance Management Matters. Helps predict future sales trends.

Management 142

Management Performance Review Sales Software 142

Red Star Kim

FEBRUARY 15, 2024

MBD executives, advisors, managers, client services executives and BDMs from law firms, economics and management consultancies joined a PM Forum workshop on “Coaching and Consulting Skills for Marketing and Business Development”. An emerging theme was the combination of people and problem-solving skills.

Facilitation 130

Facilitation Decision-making Emotional Intelligence Acquisition 130

Kainexus

JUNE 12, 2024

In an era where efficiency and agility are paramount, Lean business transformation has emerged as a pivotal strategy for organizations aiming to streamline operations and enhance value creation. Lean principles foster a culture of innovation and strategic thinking within organizations.

Innovation 88

Innovation Facilitation Manufacturing Strategic Thinking 88

Strategic Planning and Management Insights

MAY 2, 2023

Discover the benefits of strategic planning facilitation in our comprehensive guide. Whether you're organizing a virtual or in-person meeting and whether you prefer a DIY approach or professional assistance, we've got you covered. If you're seeking a facilitator with a proven process, we invite you to explore our services.

Facilitation 74

Facilitation Meetings Organization 74

Hubspot Sales

NOVEMBER 4, 2019

For sales reps, a client management software or customer relationship management system ( CRM ) can do the trick. CRM is a software that manages all your relationships with clients and potential customers. Below, you'll learn about the top client management software that can help your sales reps. HubSpot CRM. Price: $19+.

Software 134

Software Software Management CRM 134

Hubspot Sales

APRIL 12, 2021

As a sales manager, ensuring that your team's communication with prospects is tight and effective is in your best interest. You want to put out cohesive messages, in keeping with your organization's values and goals. Managers have to be closely involved. It can be guided by example.

Sales Management 134

Sales Management Management e-Learning Sales 134

Strategic Planning and Management Insights

MARCH 6, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. The success of your organization is heavily reliant on its ability to effectively implement its strategic plan.

Management 98

Management Decision-making Facilitation Software 98

Account Manager Tips

JULY 28, 2020

How does your account management team keep up with the challenges and opportunities presented by growth? And how do you define account management objectives that deliver results? I'm excited to share my conversation with Calin Muresan , Existing Business Manager at Netguru. 13:46 Misconceptions about account management.

Account Management 130

Account Management Management Account Planning Organization 130

Zendesk

JUNE 5, 2023

Key takeaways: Zendesk messaging is HIPAA-enabled, meaning healthcare organizations can manage their conversations at scale. Messaging allows healthcare organizations to do things like schedule appointments, send reminders, and provide virtual care while protecting patient data. That’s where Zendesk comes in.

Healthcare 91

Healthcare Organization Insurance Digitalization 91

Hubspot Sales

OCTOBER 18, 2022

In HubSpot's recent Sales Strategy Survey of over 1,000 salespeople, we asked real sales managers about the metrics they track to gauge their reps' activity and effectiveness. Productivity Metrics are Managers Tracking in 2022. 47% of the sales managers we surveyed say they track CRM Usage as a key productivity metric.

Management 135

Management CRM Leadership Sales 135

Mike Kunkle

AUGUST 30, 2023

Enablement professionals don’t market, they don’t sell, and we don’t directly manage front-line sellers nor sales managers. This conundrum can breed skepticism, both within the enablement team (as mentioned above) and from the stakeholders in their organization. It’s a classic case of influence without authority.

Leadership 293

Leadership Stakeholders Decision-making Sales Training 293

Red Star Kim

MARCH 7, 2023

A key theme arising at the March PM Forum “ Future Marketing/Business Development Manager” (with delegates from legal, accountancy and consultancy firms) was about being overwhelmed. There were conversations about overwhelmed marketing/BD managers, overwhelmed M&BD teams and overwhelmed fee-earners. What are our goals?

Marketing 130

Marketing Management Emotional Intelligence Leadership 130

Hubspot Sales

APRIL 3, 2020

It’s no secret that salespeople often fail as sales managers. Nonetheless, many of the best reps within an organization often end up in management positions. Whether you’re actively seeking a role as a manager or have already gotten a promotion, you should understand the most difficult aspects of the transition.

Sales Management 131

Sales Management Management Sales Meetings 131

Hubspot Sales

MARCH 14, 2022

Sales orgs stand to gain a lot from incorporating project management principles into their operations. While sales project management is loosely defined and often overlooked, sales leadership should at least consider folding the core tenets behind it into their broader objectives and sales reps' day-to-days.

Management 98

Management Stakeholders Facilitation Sales Leadership 98

Strategic Planning and Management Insights

MARCH 20, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans.

Construction 98

Construction Leadership Facilitation Management 98

Strategic Planning and Management Insights

FEBRUARY 15, 2023

Learn more about how we can help you and your team create a strategic plan with our strategic planning facilitator and ensure your strategy gets cascaded throughout your organization with our strategy consulting services.

Communication 89

Communication Management Facilitation Organization 89

The Center for Sales Strategy

JULY 6, 2021

It's obvious why sales performance is a crucial part of any organization. Sales managers end up spending 90% of their time trying to manage poor sales performance. Your organization can avoid this by implementing an effective sales performance strategy. Good sales performance leads to increased sales and greater profits.

Facilitation 122

Facilitation Sales Profitability Sales Management 122

Upland

JULY 3, 2023

By leveraging the power of ChatGPT alongside established sales platforms like Altify, however, organizations can unlock new opportunities to drive revenue growth and build stronger customer relationships. Everyone is figuring out what it is, how to use it and what it can and can’t do. What is ChatGPT?

Facilitation 195

Facilitation Customer Success Innovation Customer Experience 195

Hubspot Sales

NOVEMBER 8, 2023

Being a sales manager is a whirlwind experience, especially for those who were once successful sales reps themselves. Fortunately, there are valuable best practices that can help aspiring sales managers excel in their positions. Best Practices for Sales Managers 1. Your skill as a manager is only as good as your foundation.

Sales Management 116

Sales Management Management Energy and Utilities Emotional Intelligence 116

Nutshell

JUNE 18, 2024

A brainstorming tool provides individuals or teams with an easy way to collect and organize their thoughts during a brainstorming session. With them, you can: Organize your thoughts: Brainstorming software helps you sort and categorize all the information gathered during the idea-generation process, making it easier to understand.

Brainstorming 71

Brainstorming Organization Software Software 71

Strategic Planning and Management Insights

FEBRUARY 10, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans. While some organizations choose to lead the strategic planning process themselves, others choose to work with strategic planning facilitators like us.

Prioritization 98

Prioritization Facilitation Decision-making Construction 98

Planview

JUNE 17, 2024

Choosing the best strategic portfolio management (SPM) solution for your enterprise can be tough, but it’s a topic at the forefront of many business leaders’ minds. In research conducted by Economist Impact, commissioned by Planview , 86% of executives believe their organization needs to improve accountability in strategy implementation.

Management 75

Management Innovation Decision-making Facilitation 75

Upland

JUNE 15, 2023

Many sales leaders attempt to bring account planning into their organization and fail because they don’t have the right technology in place. A technology that doesn’t integrate well into your processes and has poor adoption with your team is an issue, and it’s often too late once you’ve chosen the software to go back on it.

Account Planning 195

Account Planning Software Software Organization 195

Planview

OCTOBER 28, 2021

Managing this level of complexity and constant change requires a modern approach to PPM – one that positions the PMO to become a more strategic creator of business value. “ The Insider’s Guide also presents the critical capabilities essential to each dimension as well as technologies that can facilitate the journey. Empowered Teams.

Government 105

Government Facilitation Stakeholders Decision-making 105

Hubspot Sales

JULY 5, 2021

An organization's success is the sum of all its departments' efforts. A productive, mutually beneficial relationship between sales and customer service is a massive asset for both your organization and customer base. A lack of alignment in vision is one of the main culprits when it comes to problems organizations have with silos.

Facilitation 128

Facilitation Sales Leadership Customer Success 128

Red Star Kim

SEPTEMBER 26, 2023

As well as rational approaches (we considered several change management methodologies including Kotter’s), both elements involve engaging emotions and taking people on the change journey. Nurture a change management movement – From “Let it go” to “Let it grow”. Nurture a change management movement – From “Let it go” to “Let it grow”.

Management 113

Management Co-Creation Communication Leadership 113

Strategic Planning and Management Insights

FEBRUARY 16, 2023

SME Strategy is a strategy consulting firm that specializes in helping organizations align their teams and operations around a shared vision, mission, values, goals, and action plans.

Construction 75

Construction Facilitation Management Communication 75

OnStrategyHQ

AUGUST 20, 2021

As many organizations start to ditch the idea of an annual offsite retreat in favor of more agile quarterly strategy refreshes, you might wonder when you need a more traditional strategic planning offsite retreat. Even if you’re managing and updating your plan quarterly, there may come a time when you need to reset your plan altogether.

Facilitation 98

Facilitation Decision-making Leadership Organization 98

Red Star Kim

NOVEMBER 9, 2023

I deliver and facilitate strategy workshops and it’s always good to be able to recommend strategy books to delegates. And another that a command-and-control approach often leads to out-of-date strategy and out-of-touch leaders (See Book review: The Management Shift by Vlatka Hlupic (kimtasso.com). What are senior managers scared of?

Strategic Thinking 147

Strategic Thinking Decision-making Innovation Facilitation 147

Force Management

MAY 16, 2024

In our recent webinar with Force Management Managing Director and Facilitator Brian Walsh, an audience member posed a question that we hear often in our work with B2B sales organizations:

B2B 83

B2B Facilitation Sales Organization 83

Hubspot Sales

MARCH 23, 2020

Whether you are striving to win over a potential customer, are establishing trust with your company’s leadership team, or are collaborating with your marketing organization , knowing how to connect with others is critical to success in your role. Best for facilitating a wide variety of sales-relevant conversations. Women in Tech Sales.

Media 22

Media Facilitation Sales Leadership 22

Strategic Planning and Management Insights

FEBRUARY 17, 2023

On Thursday, March 9th, 2023 between 9:30am-3:30pm Pacific , SME Strategy and our Chief Client Officer & Senior Facilitator, Jenna Sedmak, are offering Complimentary In-Person Virtual "Strategy & Leadership Diagnostics" consultations at our KWENCH office site in Victoria, BC.

Leadership 97

Leadership Facilitation Organization 97

Force Management

APRIL 16, 2024

We recently hosted a live session on Driving a Revenue Mindset with our Managing Director and Facilitator Brian Walsh. He shared insights on what’s changing in sales, what remains critical, and what the most successful organizations are focusing on to maintain revenue momentum.

Facilitation 85

Facilitation Organization Management Sales 85

OnStrategyHQ

MAY 19, 2023

Play Watch the video Q: What would be the best practical approach to implement the first-ever strategic planning process as a (medium-sized) 2,000-person company with 5 C-level executives and 12 managers? Ask them what they aspire for in your company or organization. Great question!

Facilitation 97

Facilitation Shareholders Stakeholders Decision-making 97