Whether it is a new strategy, a change in management practices, or acquisitions, everything must be done with a clear vision. This vision must be based on a comprehensive view of the company’s true capabilities. The feasibility assessment of a company is not a standardized solution. Instead, the approach is customized based on several factors including executive feedback, company size, sales strategy, delivery model, current management structure, and financial model. The methods of data collection vary, but oftentimes include the following:
|Executive Interviews||Key Employee Interviews|
|Key Account History||Job Order and Submittal Trends|
|Performance of Production Personnel||Compensation Plans and Other Incentives|
Charted Path will work with managers to successfully implement change and eliminate the chance for failure. Through mentoring and coaching, Charted Path will oversee management’s approach and keep improvements on schedule. Situational coaching teaches managers how to remain focused while at the same time adapting to changing conditions. Understanding that some improvement initiatives can take several months to implement, many owners and executives use Charted Path to provide project oversight to help ensure improvements stay on schedule.
Project Oversight includes coaching management through obstacles they may encounter during implementation as well as developing a management system. Depending on the size of the project along with the frequency of milestones, oversight meetings may occur on a weekly, biweekly, or monthly basis.
Examples of deliverables during implementation can include:
|Territory Management Tools||Sourcing Effectiveness Reports|
|Detailed Sales Activity Reporting||Roles and Responsibility Matrix|
|Account Planning Templates||Compensation Plan Modifications|
|Sales and Recruiting Performance Reviews||Hiring Processes and 90 Day On-boarding Plans|