PowerPoint for Client Development.pptx

Client Development

1. PowerPoint for Client Development MGT 5020

2. Be more productive & save thousands hours of work. Impress your stakeholders and boost your career. Improve the growth & efficiency of your Organization by leveraging premium business frameworks, analysis tools & document templates. Objectives of our Business & Consulting & Reseach

3. 2.Gather Best Practices & Benchmarks 3.Develop Future State 4. Conduct Gap Analysis 5.Build a Roadmap 1.Understand Current State 5-phase framework to help you define & implement your Supply Chain Strategy

4. Strategy Map Purpose It also provides a better understanding of the Cause-Effect relationships between the different Strategic Objectives. The Strategy Map provides an overview of all the Strategic Objectives that need to be reached in order to achieve the company’s Mission and Vision.

5. Strategy Map There is a cause and effect logic between each perspective Financial Customer Internal process Learning & Growth Shareholder Value

6. Strategy Map A Strategy map includes 4 perspectives Financial Perspective Customer Internal process Learning & Growth Presents the strategic objectives driving financial performance Presents the strategic objectives related to the value proposition of the company Presents the strategic objectives related to the internal capabilities of the company Presents the strategic objectives related to the intangible assets required to drive performance

7. Strategy Map How to identify your strategic objectives in 6 questions? Financial Perspective Customer Internal process Learning & Growth To satisfy our shareholders, what financial objectives must we accomplish? To achieve our financial objectives, what customer needs must we serve? To satisfy our customers and shareholders, in which internal business processes must we excel? To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? Questions To reflect our Mission statement, which Strategic objectives must we reach? (more details about the concept of Mission statement later in this document) To achieve our Vision statement, which Strategic objectives must we reach? (more details about the concept of Vision statement later in this document)

8. Impact Effort Prioritization matrix Low High Low High Longer term initiatives (actively work to reduce required effort) Initiatives to be prioritized Unattractive initiatives (do not pursue) Low value initiatives (pursue opportunistically ) The focus should be on the initiatives that have the greatest impact and require the lowest effort

9. The 2 criteria used in most prioritization matrix are: Impact Effort For the initiatives facilitating the integration: an initiative with a high impact would mean that the initiative is very important in the success of the integration For the initiatives capturing synergy: an initiative with a high impact would mean that the initiative highly contributes to the achievement of the synergy targets Ease of implementation Time frame required Resources required (Number of people, capital investment, etc.) It is important to create a simple matrix to prioritize all the potential integration & synergy initiatives

10. KPIs and Targets Replace this text by your own text. Provide the key takeaway of this Powerpoint slide, so if your CEO or Manager is busy, he does not have to read the whole slide. Insert the sales Strategic Objectives #1 Sales Strategic Objectives KPIs Insert KPI Insert KPI Insert KPI Targets Insert Target Insert Target Insert Target Insert the sales Strategic Objectives #2 Insert KPI Insert KPI Insert KPI Insert Target Insert Target Insert Target Insert the sales Strategic Objectives #3 Insert KPI Insert KPI Insert KPI Insert Target Insert Target Insert Target Status

11. Rationale behind each Sales Strategic Objectives Replace this text by your own text. Provide the key takeaway of this Powerpoint slide, so if your CEO or Manager is busy, he does not have to read the whole slide. Insert strategic objective #1 Insert strategic objective #2 Insert strategic objective #3 Insert your own text Insert your own text Insert your own text

12. Zoom on Phase 2: Gather Best Practices & Benchmarks Objective Gather Best Practices & Benchmarks from your industry and outside your industry Key Activities Identify relevant benchmarks and best practices that need to be gathered, from your industry and outside your industry Gather and analyze relevant benchmarks and best practices Interview supply chain management experts from your industry and outside your industry Summarize your findings in a structured way Key stakeholders to meet Insert stakeholder name Insert stakeholder name Insert stakeholder name Insert stakeholder name Insert stakeholder name Team responsible for the implementation of this phase List here the key persons responsible for the implementation of this phase. It usually includes a team of 3 to 6 external Supply Chain Management consultants and 1 or 2 internal Senior executives (The size of the team depends on the scope of the project and the size of the organization) Insert team member name Insert team member name Duration Between 2 weeks and 6 weeks depending on the scope of the project and the size of the Organization

13. Zoom on Phase 1: Understand current state Objective Have a clear and unbiased understanding of the Organization Supply Chain performance Key Activities Identify key data which need to be collected Develop questionnaires Select key stakeholders who need to be interviewed Conduct interviews Leverage IT Systems to gather data Gain understanding and document current state Validate current state with the business Key stakeholders to meet Chief Enterprise Officer Chief Operations Officer Chief Supply Chain Officer Insert any other stakeholders which can bring added value to this phase, or engage any decision makes to ensure proper buy-in Team responsible for the implementation of this phase List here the key persons responsible for the implementation of this phase. It usually includes a team of 3 to 6 external Supply Chain Management consultants and 1 or 2 internal Senior executives (The size of the team depends on the scope of the project and the size of the organization) Insert team member name Insert team member name Duration Between 2 weeks and 6 weeks depending on the scope of the project and the size of the Organization

14. Strategy Map Example of a Strategy Map Financial Perspective Customer Internal process Learning & Growth Strategic objectives Increase revenue Increase profit Increase number of customers Increase revenue per customer Decrease Cost Decrease fixed cost Decrease variable cost Increase customer satisfaction Become a trusted brand Understand customer segments Sell new products Shift to digital channel Decrease delivery time Create new products Improve employee satisfaction Improve customer information Create a customer-focused culture Align the organization Slightly behind target Meeting target or above target Significantly behind target

15. Change Impact Assessment Initiative name: Initiative snapshot description: I. Executive Summary Type of change II. What will be impacted by the change? System Process Structure Description Impact intensity People increase / reduction Culture Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Complexity of the change Size of the change Insert in this grey box a summary of what will be impacted by the change Insert a summary of which groups of people will be impacted by the change Role Insert your own description Group name III. Which groups of people will be impacted by the change? Business unit 2 Business unit 3 Business unit 5 Description Impact intensity Business unit 1 Business unit 6 Insert your own description Insert your own description Insert your own description Insert your own description Insert your own description Business unit 4 Insert your own description Caption: Low Moderate Medium High Extreme

16. The goal of change management is to help the individuals impacted by business and technical changes in their company to adapt and be successful Current state Transition Target state Require a Project Management approach to change the organization structure, job roles, processes and systems Require a Change Management approach to help individuals impacted by the business and technical changes in their company to adapt and be successful Business & Technical Change People change Change management definition

17. Week 1 2 3 4 5 6 7 8 9 10 11 12 Starts on 7/1 14/1 … … … … … … … … … … Insert name of Phase 1 1.1 Insert name of Activity 1.2 Activity 1.3 Activity Phase 2 2.1 Activity 2.2 Activity 2.3 Activity Phase 3 3.1 Activity 3.2 Activity 3.3 Activity = Key deliverable Proposed approach includes 3 phases over a 3-month period

18. Mission, Vision & Sales Strategic Objectives Replace this text by your own text. Provide the key takeaway of this Powerpoint slide, so if your CEO or Manager is busy, he does not have to read the whole slide. Mission Vision Sales Strategic Objectives Insert your mission statement in this grey box Insert your mission statement in this grey box Insert strategic objective #1 Insert strategic objective #2 Insert strategic objective #3

19. Single channel (i.e. phone, branch, email) Low knowledge of the customers No customer segmentation No integrated customer engagement strategy Bills are sent by physical mail React to customer needs Multi channels but siloed Partial knowledge of the customers Limited customer segmentation allowing for slightly targeted customer experience Beginning to define an integrated customer engagement strategy Bills are sent by email Begin to define how to proactively answer customer needs Omni-channel model where all the channels are integrated 360 o view of the customers Detailed segmentation allowing for targeted customer experience Holistic integrated customer engagement strategy Bills are sent by email and can be customized via the company’s website or phone application Proactively answer customer needs, and influence buying decisions 1. Low maturity 2. Medium maturity 3. High maturity Insert your own company name Bank Industry average maturity level 1.9 3 0.4 Customer experience - Digital maturity assessment