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Yes, the 10-K is a dry, dull document required by the SEC that is basically an annual business disclosure, filed by a publicly traded company, containing “almost everything about the business that an investor would want to know.”4
In early December we welcomed 15 delegates to a PM Forum “Be more strategic” workshop. The workshop covered strategicthinking, business strategy and marketing and business development (MBD) strategy. The delegate aims, views and key takeaways are shown below. We looked at case studies from professional services firms.
I was delighted to return to Dublin to lead an in person training workshop for PM Forum Ireland on “ Being more strategic” with delegates from law, accountancy and consultancy firms. We considered strategicthinking, business strategy and marketing and business development strategy.
Creating a comprehensive business plan requires a lot of hard work , but comes in handy at various stages, such as when approaching investors for funding or searching for ideas to scale operations. Before you meet potential investors, you must outline a solid financial plan. You need managerial and leadership skills, too.
“Playing to Win” outlines the strategic approach Lafley and his strategic advisor, Martin, used to double Procter & Gamble’s sales, quadruple profits, and increase market value by more than $100 billion. You can’t do it while stuck in traditional channels of business plans, competition, and investors. The takeaway?
They oversee operations, hiring, strategic growth, and decision-making. Other owners may be passive investors who contribute capital but dont participate in daily management. Theyre the ones schmoozing with clients, updating investors, and making sure their team knows whats what. Relationship Management.
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