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The CRT Mentoring Process
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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

  • TOWS/SWOT
  • 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