Chairmen’s RoundTable Target:

Six Month Engagement (meetings every 2 weeks)

Step  Questions to Ask


  • Specified Financial Reports
  • Organization Chart
  • Brief Questionnaire

  • Strategic issues to be addressed during the CRT engagement?
  • What outside resources does client currently use/retain?
  • Company History


  • Corporate/Brand Vision/Mission/Purpose
  • Exit Strategy
  • Client’s Pain Points
    (What keeps you up at night?)
  • Business Description (SDSI example)
  • What is your Hedgehog Concept/”Reason Why?
  • Target market, market size and segment
  • How do you make money?
3. Biz Model
  • Competitors & Differentiation
    (Secret Sauce)
  • Product/Service Delivery Method
  • Customer Analysis
  • Environmental Factors
  • Core Economics/Financial Realities
  • Go-to-market strategy
  • What differentiates you from your competition?
  • Is that “secret sauce” sustainable? Problems being solved?
  • Do you have adequate information re: customer cost drivers & relative profitability
  • Do you have a customer strategy built upon that information?
  • Are you satisfied with your financial performance and current trends related to it?
  • Which opportunities/threats present the most pivotal inflection points for your future success?
  • Partners, distribution strategy, ecommerce




  • Effectiveness of Team Members
  • Effectiveness of Org Structure

    • Who do you rely upon the most today?
    • Where do you need to apply additional resources? Should you rent – or buy- them?

    • Financial Operations / Manufacturing Sales / Marketing
    • Other
    • What are the major buckets of functional activity (“Key Result Areas”) that must be effectively planned, executed, and coordinated in order to drive the business forward?    1

    • “Success” Definition
    • KRA Strategies
    • Scorecard/ Dashboard Metrics
    • Performance Management
    • What do you want your business to look like in 3 – 10 years?
    • What changes do you need to make to get there?
    • How will this impact the organization and your KRA’s?
     Presentation development

    • Rehearsals
    • CRT Presentation
    • Final Report & follow-up meeting
    • Use CRT presentation templates (Midterm and Final versions)
    • Focus on new input and suggestions following CRT Presentation in Final Report; develop Client Action Plan to address al priorities