Get A Second Read On Important Documents

Eric Jacobson

When writing important memos, policies, instructions and/or global communications, ask a co-worker or fellow manager to read your document before you distribute it. Sometimes, she (or he) can help you tweak the tone to better fit your document's audience. It likely won't take much time for your co-worker to review your document. In my experience, every time I've asked a fellow employees to preview a document, they've always had good suggestions for improvement.

Strategic Planning with Biel’s Document Management

Mike Cardus

For the 3rd year in a row I had the pleasure of facilitating Biel’s Document Management Strategic Plan. We provide innovative document management solutions using digital and microfilm technology. We provide software that streamlines business processes, hardware for in-house document scanning, and any solution in between. Thank you Biel’s Document Management for a great day…and I look forward to continuing to support your great work!

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Why You Should Document Best Practices at Work

Women on Business

We've Moved! Update your Reader Now. This feed has moved to: [link] If you haven't already done so, update your reader now with this changed subscription address to get your latest updates from us. link]. Operations best practices business operations business processes business systems

Three Ways Document Management Software Can Streamline Operations

Strategy Driven

No matter what size or type of business you run, chances are, you’re overwhelmed with incoming files – both paper and electronic documents. It generally starts slowly – an email here, a receipt there, incoming invoices and customer correspondence, and before you know it, you’ve got a mountain of paper and no way to find the documents you need. Document management software can put important documents at your fingertips in seconds and help you keep everything organized.

Why You Need a Decision Document

Modern Servant Leader

What/Why Submit a Context Document?

David A Fields

A question I was asked… What exactly is a Context Document and why do I need one?… The post What/Why Submit a Context Document? Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value Consultative selling context discussions Context Document positioning. … See my response in the Solo Consultant’s Network. appeared first on David A. Fields.

Professional Development Best Practice 7 – Document ‘I’ll Take Care of You’ Promises

Strategy Driven

The post Professional Development Best Practice 7 – Document ‘I’ll Take Care of You’ Promises appeared first on StrategyDriven. Premium Professional Development career management document promises professional development strategydriven strategydriven professionalFrom time-to-time, managers ask subordinates to perform tasks beneficial to the company that do not directly contribution to the individual's goal achievement.

Management Observation Program Best Practice 12 – Documented Management Observation Program

Strategy Driven

Documenting the business performance assessment process provides the framework necessary to achieve this level of focused execution consistency. The post Management Observation Program Best Practice 12 – Documented Management Observation Program appeared first on StrategyDriven. Effective performance improvement programs promote alignment of business operations with the organization’s vision, mission, values, and goals.

The importance of documenting failure

Chartered Management Institute

When it comes to research, the publication process is quite clear in its preference for success. You never get to hear of the clinical trials that failed or the experiments that didn’t work. The big journals are wall to wall with experiments that went well. You are not watching this post, click to start watching read more

Self Assessment Program Best Practice 8 – Documented Self-Assessment Process

Strategy Driven

Documenting the self-assessment process provides the framework necessary to achieve this level of focused execution consistency. Components of a Well-Documented Self-Assessment Process. Well-documented processes are clear, concise, and comprehensive; easily understood and executed by those participating in its performance. Consequently, the self-assessment process should contain the following documents: The text above is only a small portion of this article.

Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests

Strategy Driven

Documenting adverse conditions and work requests is an administrative task viewed by some as burdensome and valueless. You just finished reading Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests ! The post Corrective Action Program – Benefits of Documenting Adverse Conditions and Work Requests appeared first on StrategyDriven. Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure.

Complimentary Resource – Document Process Management: The Case for an Integrated Lifecycle Approach

Strategy Driven

Document Process Management : The Case for an Integrated Lifecycle Approach. Learn how you can manage enterprise information and evidentiary records in a well documented and consistent manner, while reducing costs and increasing productivity. IDC has found a direct correlation between effective document management and improved business performance. Yet recent research reveals that half of organizations rate their document process management processes as ineffective.

Decision-Making Best Practice 13 – Document the Decision-Making Process

Strategy Driven

Every decision made represents a risk to the organization; some large, others small; some immediate, others latent; some positive, others adverse. Regardless of the impact, it is desirable to have each decision bring optimal benefit to the organization.

Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure

Strategy Driven

You just finished reading Corrective Action Program Best Practice 7 - Document Reasons for Condition Report Cancellation or Closure ! The post Corrective Action Program Best Practice 7 – Document Reasons for Condition Report Cancellation or Closure appeared first on StrategyDriven. Condition reports requiring no processing past the Identification Phase are either cancelled or closed so to prevent the unnecessary expenditure of the organization’s resources.

Chinese Activists Are Using Blockchain to Document #MeToo Stories

Harvard Business

carduus/Getty Images. One of our main jobs when teaching and advising students who are thinking of founding blockchain companies is to get them to question whether or not their idea actually requires it.

The Role of Social Collaboration in Knowledge & Document Management #socialbiz

Rapid BI

In organizations there is often confusion between terms such as Knowledge Management, Document Management, Social networking or communications (Lync, Yammer etc) and more recently Social Business or Social Collaboration. Social business is a real buzzword, but what does it mean, and will it impact your business or organization?

Get A Second Read On Your Important Documents

Eric Jacobson

When writing important memos, policies, instructions and/or global communications, ask a co-worker or fellow manager to read your document before you distribute it. Sometimes, she (or he) can help you tweak the tone to better fit your document's audience.

Corporate Cultures – Individual Initiated, Documented Processes Controlled Environment

Strategy Driven

The following characteristics, benefits, risks, and risk mitigators are representative of the Individual Initiated, Documented Processes Controlled Environment. You just finished reading Corporate Cultures - Individual Initiated, Documented Processes Controlled Environment ! The Individual Initiated, Knowledge and Skills Controlled Environment represents a culture that seeks to actively harness and channel worker creativity.

Corporate Cultures – Supervisor Initiated, Documented Processes Controlled Environment

Strategy Driven

The Supervisor Initiated, Documented Processes Controlled Environment represents move toward standardized, centralized control. Subsequently, organizations where work activities are supervisor initiated and controlled by documented processes tend to exhibit a very limited degree of creativity and flexibility. The following characteristics, benefits, risks, and risk mitigators are representative of the Supervisor Initiated, Documented Processes Controlled Environment.

Corporate Cultures – Leader Initiated, Documented Processes Controlled Environment

Strategy Driven

The Leader Initiated, Documented Processes Controlled Environment is one of two anchor points on the Culture-based Work Performance Model. The following characteristics, benefits, risks, and risk mitigators are representative of the Leader Initiated, Documented Processes Controlled Environment. You just finished reading Corporate Cultures - Leader Initiated, Documented Processes Controlled Environment !

Organizational Performance Measures Best Practice 29 – Documented and Retained Causal and Action Intelligence

Strategy Driven

You just finished reading Organizational Performance Measures Best Practice 29 - Documented and Retained Causal and Action Intelligence ! The post Organizational Performance Measures Best Practice 29 – Documented and Retained Causal and Action Intelligence appeared first on StrategyDriven. Performance measures reflect the organization’s successes and shortfalls over extended periods of time.

Stop Documenting, Start Experiencing

Harvard Business Review

The unthinkable happened at a friend's wedding last month. As the groom was asked to confirm his desire to accept the bride as his lawfully wedded wife, he held up his hand, as if to say "wait a minute." The audible gasps among the attendees turned to relieved chuckles as he pulled out his iPhone in the middle of the vows. He was tweeting, "I Do," to his hundred or so followers.

How to Document a Performance Review

Harvard Business Review

But while many managers focus their attention on what they’ll say in the face-to-face conversation, they forget the importance of documenting their impressions in the right way. If an employee’s work is beginning to suffer, or if you suspect that you might need to dismiss someone due to poor performance, it’s vital that you document the individual’s behavior and the steps you’ve taken in attempting to correct it.

Protected: How to Construct a Perfect Proposal

David A Fields

Agreements Closing Consultants Fees Proposals Templates agreements closing Consultative selling Context Discussion Context Document fees proposals writing There is no excerpt because this is a protected post.

Corrective Action Program Best Practice 12 – Formally Defined Corrective Action Program

Strategy Driven

Effective corrective action programs engage employees in the identification, documentation, evaluation, prioritization, and resolution of organizational challenges thereby enhancing achievement the organization’s vision, mission, values, and goals. Corrective Action Program Premium business management corrective action program documented program nathan ives performance improvement process consistency program consistency strategydriven

Professional Development Warning Flag 1 – Over-reliance on the I’ll Take Care of You Boss

Strategy Driven

Premium Professional Development broken manager promises business management career management document promises Organizational Accountability professional development strategydriven strategydriven professionalStrategyDriven Professionals continually seek to excel personally and professionally.

5 Ideas To Ensure That Lessons are 'Really' Learned

QAspire

You then document these lessons in a nice looking template and share it with all stakeholders before getting onto the next project. Lessons-Learned ” often end up being “ Lessons-Documented-In-Last-Project-That-Are-Going-To-Show-Up-Again ”.

Blogging on Business Update from Bob Morris (Week of 2/4/13)

First Friday Book Synopsis

I hope that at least a few of these recent posts will be of interest to you: BOOK REVIEWS Creative Conspiracy: The New Rules of Breakthrough Collaboration Leigh Thompson This Will Make You Smarter: New Scientific Concepts to Improve Your Thinking John Brockman, Editor Unrelenting Innovation: How to Build a Culture for Market Dominance Gerard [.]. Bob's blog entries "Here’s an easy IQ test for really intelligent people" "How Do Innovators Think?" "How

Blog 83

One Phone Call That Will Supercharge Your Pipeline

David A Fields

Consultants Relationships agreements benefits closing Connections context discussions Context Document Marketing positioning. Let’s make a Yay and Blech list. Raisins, yay; unsweetened cranberries, blech. Netting big dollars on a project, yay. Paying taxes on big dollars, blech. Playing hockey with other old men, yay; Being humiliated on the ice by 25-year olds, less yay. Fielding out-of-the-blue requests for projects, yay; outbound calling to replenish the pipeline, blech.

How to Leverage Your Book into Business

David A Fields

Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document Marketing starting projects value proposition A question I was asked: I just wrote a book, how can I leverage it to generate more income? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

Books 69

How to Research a Prospective Client

David A Fields

Consultants Context Discussion Creating Value Positioning Proposals Relationships adding value Consultative selling Context Document positioning. A question I was asked: What are the best sources to research a company that I’m pitching? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below.

Following Up vs. Being a Nag

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements benefits closing Connections Context Document positioning. A question I was asked… I have one client that is resistant to follow-up and it always seems as though I am bothering him. How do I follow-up with a client without it seeming that I am bothering them?… … See my response in the Solo Consultant’s Network. The post Following Up vs. Being a Nag appeared first on David A.

What if You’re Bad at Closing?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document starting projects value proposition A question I was asked: Help! I am terrible at closing. Do you have any advice on how to confidently close a deal? What would your suggestion be to this consultant? What has worked for you? Post your suggestion by using the ‘Leave a Comment’ box below. (I’ll

Darwin the Evolved Consultant – Fools Rush In

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Darwins Fees Positioning Proposals adding value agreements Consultative selling Context Document fees positioning. All images and text are the copyright of David A. Fields. (c) c) 2014 David A. Fields. All rights reserved. relationships starting projects

What if the Decision Maker is Overseas?

David A Fields

Consultants Context Discussion Creating Value Positioning Relationships adding value agreements closing Consultative selling context discussions Context Document decision maker positioning. A question I was asked… Is there an advantage to dealing with a Decision Maker who is based outside the region?… … See my response in the Solo Consultant’s Network. The post What if the Decision Maker is Overseas? appeared first on David A. Fields.

Responding to “What’s Your Rate?”

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements Consultative selling Context Document positioning. A question I was asked… What do I say to someone who in an initial conversation wants to know my rate?…See …See my response in the Solo Consultant’s Network. The post Responding to “What’s Your Rate?” appeared first on David A. Fields.

Research Shows How to Close $3 Million in Consulting Business

David A Fields

Agreements Consultants Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document fees Marketing positioning. Rick, a friend and colleague of mine routinely sells $3 million per year in consulting projects for his small, independent consulting firm. Being a quant-geek (like yours truly), he’s conducted some internal research on why he’s able to win projects and why some projects don’t sell.

Are You at Risk of Being a Chameleon?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships adding value agreements benefits Consultative selling Context Document positioning positioning. A question I was asked: What are the warning signs that you are a Chameleon? If I expand what I do within a client, am I becoming a Chameleon? What would your suggestion be to this consultant?

What if Prospects Don’t Like Your Selling Process?

David A Fields

Agreements Closing Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships agreements benefits closing Connections context discussions Context Document Marketing positioning. A question I was asked: Recently, I was with a prospect and going through the Context Discussion, but the prospect was getting impatient with all the questions. He just wanted to talk about my solution and approach. What should I have done?

48 U.S. Companies Named “Best Employers for Healthy Lifestyles”

First Friday Book Synopsis

Here is the first portion of an article featured by Talent Management magazine. To see the list of 48 companies, check out all the resources, and sign up for a free subscription to the Talent Management and Chief Learning Officer magazines published by MedfiaTec, please click here. * * * The National Business Group on [.]. Bob's blog entries 48 U.S.

Dealing with the Buying Committee

David A Fields

Agreements Consultants Context Discussion Creating Value Fees Positioning Proposals Relationships agreements buyer closing Consultative selling Context Document fees Marketing positioning. A question I was asked: I’ve been working with a decision maker, who knows my background and likes me, on a potential project, but now I found out he is part of a committee. How do I get buy-in from the other partners who don’t know much about my background?

Why Should I Reduce a Project’s Valuation?

David A Fields

Consultants Consultative Selling Fees Proposals Consultative selling Context Document fees proposals A consultant asked me the following question: During a previous Q&A you mentioned that you only presented 30% of the total, quantitative benefit in your proposal because it was a strategic project. Why do you reduce the estimated value of project when you’re talking to a client, and where do you come up with the percentages? What’s your advice to this consultant?

Traction: A book review by Bob Morris

First Friday Book Synopsis

Traction: Get a Grip on Your Business Gino Wickman Virtual CEO (2011) Without traction, no individual or organization accomplishes anything. As I began to read this book, I was reminded of a book co-authored by Chip and Dan Heath in which they explain why a few ideas “stick&# but most don’t. It can also be [.].