What do executives really want?

When we ask that question, the answer is usually growth. While that is important, we look at what leaders want beyond growth. We ask, what kind of company do you want to walk into every day? What do you want beyond your three-year revenue goal? We capture the true vision of the company leaders and make it happen.

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
Governance Approach

Using Charted Path’s industry knowledge and expertise, crucial improvements are identified along with a management framework that ensures they are effectively implemented, measured, and managed. Improvements must be properly defined and prioritized to bridge the gap between current capabilities and the new vision.   This process of narrowing the focus down to key advancement considers both the investment required and the level of return.  Charted Path works with management to gauge the complexity of the improvements, the impact to the organization, and the investment required to make it a reality.

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

Understand key staffing challenges and build a Performance-Driven Culture.

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