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The Future of SAM – Revisited

Strategic Account Management Association

It’s not only shareholder value, customer value or stakeholder value. 4 Facilitative style. Kahn suggests that SAMs need to be “innovating markets…We have to look at the whole system of stakeholders and see how we can create value within that. ”. Adjust notion of stakeholder value. Organizations are redefining value.

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The Startup Founder's Guide to Cap Tables

Hubspot Sales

You'll notice the cap table lays out the essential pieces of a transaction: Shareholder name as it appears on the security. Either way, you can see exactly what impact that will have on your shareholder groups. Outline distributions to the founding team -- and use the cap table to facilitate the conversation on day one.

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Best Practices for Your First EVER Strategic Planning Process

OnStrategyHQ

Engage your employees, board, shareholders, and customers. Find the Right Consultant or Facilitator Anyone embarking on their strategic plan should take their time finding the right facilitator or consultant for their company or organization. It will feel cumbersome if you don’t have a plan that you can execute in 90 days.

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How to Create Powerful Executive Level Presentations [+ Template]

Account Manager Tips

Improvise According to one CEO, "Eighty percent of your success at the top is your facilitation skills. For example, if it means happy shareholders, you could use a picture of people applauding at an annual general meeting. Only include the best most compelling data that directly supports your conclusions and keep it simple.

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The Role of the CFO has Changed. What Does This Mean for Companies?

Planview

CFOs are crucial in facilitating this balanced approach, integrating diverse perspectives, and ensuring that capital is allocated where it can deliver the most impact. By framing these discussions around the impact on P&L and shareholder value, tech leaders begin to view projects from a business perspective.

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Ohmae’s 3C Model (Strategic Triangle)

Flevy

The framework facilitates providing strategic insights into the factors essential for the success of an enterprise. The focus of the model is on customers instead of shareholders, based on the premise that customer centricity ultimately leads to the accomplishment of shareholders’ interests.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Questions to ask: What are our shareholders or stakeholders expectations for our financial performance or social outcomes?