As an operations strategist, you can help your clients choose which offers to focus on when you evaluate their offers for profit in this step-by-step method.
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My 3-step process for thinking about how to set KPIs that are the most meaningful to your business and help you reach your business goals. Set aside metrics that aren’t useful and watch the ones that matter.
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How do you know you can trust your data? There are three important things to look for and/or implement with your clients to boost data integrity and help your CEO.
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My 7 favorite KPIs for each operations foundation (aka strategic objectives) with calculation formulas and why they’re so beneficial for the health of your business.
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Client financial KPI dashboards helps them understand the data, helps you be more effective with your ops advice, and strengthens your relationship.
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Know the important difference between KPIs and metrics to be smarter and more strategic with your time, your budget, and your business goals.
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Having a conversation about financials can feel difficult, especially at the beginning of your relationship with the client. But the more you can get your client to open up, the more successful the relationship will be in the long run.
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One question I get often is, “How do I even read this thing?” (a Profit and Loss Statement). I will be showing you three quick and simple ways to review your Profit and Loss Statement (PNL Statement). You can use these tips with any PNL.
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Income, profit margin, owner's distribution, take home pay -- no matter what you call it, let's discuss how to set solid targets for these numbers! (and a sneak peek as to how I track this)
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