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Task Management Software

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  TESTIMONIALS
"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Business Consulting Checklist

 

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Business Consulting Checklist This Business Consulting Checklist is designed for consultants and advisors who need to understand what steps can be taken to investigate an organization and get insight into business problems and opportunities. It includes guidelines for conducting a business analysis and developing an improvement plan.


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  1. Learning About the Business
    • Get formal documents describing your company in whole
    • Review history of the business
    • Investigate the company’s facilities
    • Meet with the senior management, including executive heads, owners and founders, department managers, key personnel
    • Learn decision making models used by the senior management
    • Understand the range of products/services the company offers
    • Identify product/service problems and opportunities and how they’re handled
    • Investigate business processes and workflows
    • Determine the company’s competitive advantages
    • Use financial records and papers to track banking and anointing connections
    • Understand how the company organizes quality assurance and control
    • Review employee incentives, benefits and wages
    • Meet the company’s legal advisors and consultants
    • Identify revenue points and expense ratios for the company’s products/services
    • Understand tax implications
  2. Determining Problems
    • Have open and clear communications with the senior management and advisors
    • Talk to the senior management staff to identify current business problems
    • Talk to the legal advisors and consultants and discuss their vision regarding the problems
    • Determine whether there’s a misunderstanding or deviation between the opinions
    • Try to make your own judgment regarding the business and its current issues
    • Discuss your vision with the senior management
  3. Identifying Opportunities
    • Start with this statement: for every problem there is always a hidden opportunity
    • Identify opportunities expected by the company’s senior management and key employees
    • Identify opportunities discovered the business consultants
    • Understanding margins between the opinions
    • Try to make your own judgment regarding business opportunities
    • Understand new product development opportunities
    • Use SWOT analysis to determine which opportunities are worthwhile
  4. Analysis
    • Use cost-benefit analysis to analyze identified problems and opportunities by such criteria as profit potential, expansion, diversification, obstacles, market needs
    • Decide which problems and opportunities are important and which are not
    • Try to determine potential future problems
    • Identify symptoms of the problems
    • Provide the company’s management with facts and recommendations based on your analysis
  5. Solutions
    • Develop a plan which covers solutions to identified problems and realizes identified opportunities
    • Illustrates how certain expenses can be reduced
    • Recommend how certain profit areas can be maximized
  6. Receiving Feedback and Adjusting the Plan
    • Engage the company’s management in implementing your plan
    • Receive feedback from the company and its advisors regarding the proposed plan
    • Try to oversee implementation of your plan
    • Keep track of progress of the plan
    • Compare your expectations with ...


Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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