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Cloud-based Execution Management platform connecting strategy with execution to achieve operational excellence, deliver results and get things done.

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Highlights
6 Ways to Increase Collaboration in Strategic Planning

Establishing regular meetings and communication between stakeholders across departments is the best way to root out impediments to success in a timely manner. Encourage members of the steering committee to regularly discuss key business issues by scheduling bi-weekly or monthly review meetings. Between meetings, establish a system for communication that allows for ad-hoc planning and collaboration around business issues in real-time. Steps 1-5 helped to establish systems for cross-functional teams to meet, share resources, and outline key shared initiatives.

Jamaica Eilbes with Robert W. Baird

It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities. With more than 3,100 employees, Baird has offices in the United States, Europe, and Asia, and is one of the largest privately held, full-service investment firms in the United States. Outside of the United States, Bair has an operating subsidiary in Europe, and both an operating subsidiary and investment banking team in Asia. If you’re interested in reading more stories of the plan leaders who had enough with the status quo and found a way to actually get things done, you can visit our Customer Story library.

4 Steps to Implement Key Performance Indicators (KPIs)

Measuring Key Performance Indicators (KPI’s) is vital to the health and success of any modern business. Whether I’m working with an emergent business looking to mature their business processes or an established player looking to identify the key indicators the same questions persist. When working through developing KPIs, your objective is to separate what are KEY Performance Indicators vs just metrics. Rushing decisions on data trends can lead to incomplete data and incorrect decisions.

The Basics of OKRs: What You Need to Know

Statement Example: We will improve financial performance by growing annual revenue by 20%. Increase Customer Satisfaction Statement Example: We will increase customer satisfaction, which will be evidenced by us increasing renewals by 15%. Statement Example: We will improve the Client Onboarding Process by decreasing the average client onboarding time by 3 weeks. Statement Example: We will improve the Client Onboarding Process by decreasing the average client onboarding time by 3 weeks.

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