90-Day Sprint – Monitor & Maintain Results

Step 8: Monitor & Maintain Results (Ongoing After Week 13)

Regular monthly or quarterly reporting is essential to sustain your company’s momentum. As the saying goes: “What gets measured gets managed.” Consistent tracking ensures accountability and provides actionable insights for strategic decision-making.

Investor Package: Tailored Reporting for Enhanced Decisions

investor

Effectively communicating with stakeholders, particularly investors, requires precision and clarity. Here’s how we optimize the investor package to meet their needs:

  • The Challenge:
    • Traditional financial reports are often excessive, data-dense, and lack actionable insights.
    • Management teams and executive committees prefer clear, concise analyses over overwhelming volumes of data.
  • Our Approach:
    • Condensed Insights: Financial data is summarized into key points, making it accessible and actionable.
    • Visual Presentations: Graphs and KPIs (Key Performance Indicators) are employed for clarity and a consistent format across multiple entities.
    • Focused Reporting: Aligns leadership’s attention on the most critical performance metrics, facilitating data-driven decisions.

12-on-12 Analysis: A Strategic Growth Tool

The 12-on-12 Analysis is an invaluable method for monitoring and forecasting performance trends:

  • How It Works:
    • Compares the last 12 months’ performance with the most recent 12 months.
    • Neutralizes the impact of seasonality for an accurate year-over-year comparison.
  • Why It’s Effective:
    • Early Indicators: Highlights shifts in performance, pinpointing growth opportunities or areas needing intervention.
    • Future Planning: Provides insights to inform long-term strategy.
  • Illustration:
    • For instance, if January is typically slower than December, this tool adjusts for seasonality, ensuring fair and reflective comparisons of true trends.

Staying Ahead: The Value of Current Events

Staying informed about industry and economic developments is a cornerstone of effective leadership. Engaging with current events enables you to:

  • Anticipate Market Dynamics:
    • Understand potential shifts 3-6 months in advance for proactive decision-making.
  • Make Strategic Choices:
    • Gain a broader perspective of the economic landscape to guide your strategies.
  • Adapt and Thrive:
    • Stay competitive by preparing for opportunities and challenges shaped by ongoing trends.
  • Insightful Analogy:
    • Just as you wouldn’t leave home without checking the weather, navigating your business without understanding the economic climate is equally unwise.

Strategic CFO logo with hexagons and financial leadership


Resources:

Investor Package

12 on 12 Analysis

KPI Discovery Cheatsheet

 Top 10 Destroyers of Value

Internal Analysis


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