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Company Strategic Planning Agenda

Mike Cardus

Following the strategic planning meeting there was 4 follow-up meetings to refine the plan and document action steps. CFO $$ talk: Comparison of past to present financial Profit & Revenue. Strategic Planning Agenda. Below is a 1 day strategic planning workshop. Objectives: Develop strategic plan for 2014+. 4 mixed teams.

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Cooperation and Outward Spiraling Success Loops

Mike Cardus

Was struggling with sales representatives and project managers turning in expense and budget reports on-time…They told me “We have tried everything and our CFO is tired to putting out fires for us.”. The finance team in a Health Care Company. started by asking: What do you want the people in sales and the project managers to do?

Cooper 139
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Even “bad” cultures get some things right

Surviving Leadership

This (pretty long) document has evolved over the years and is often cited as an example of how that company just “gets it.” At this meeting, employees heard from the CEO, CHRO, General Counsel, COO, CFO, CMO, and any business leaders spearheading a major initiative.

CFO 58
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Nice Guys Can Finish First

Marshall Goldsmith

Who would you rather have as a CFO? The only data you can put on your resume are your interpersonal skills (which, for the purposes of this exercise, must be documented and authentic). All other things being equal, your people skills (or lack thereof) become more pronounced the higher up you go. What would they be?

Chemicals 133
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The Secret Button for Getting Your Ideas Approved

Strategy Driven

The CFO will care about profits. The CFO might be interested but would wonder how profitable those sales will be. The metric they emphasize the most in those documents is their button. I’m making a pitch for entering the Italian and German markets no matter who my stakeholder is. The VP of Sales will care about sales.

Metrics 50
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0508 | Orly Lobel: Full Transcript

LDRLB

Actually, reading the book reminded me of this old anecdote that I heard one time, a conversation between a sort of unnamed CEO and an unnamed CFO and essentially, the CFO was asking, “What happens if we invest all this money to develop our people and they leave?” Tell us a bit about your research.

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On a Terrible Team? Maybe You’re Making It Worse

Harvard Business Review

Another refused to share an important document with a colleague because she didn’t trust her with the sensitive material. Even the CEO was in the action, asking the Board to let him terminate the CFO without addressing the issues directly with him. One member of the team, the CFO, realized that he was contributing to the problem.

CFO 8