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Impressionist TEAM WORKBOOK
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The Impressionist Team Workbook is a comprehensive guide for Modules 1 to 5 in the BSMART Business Simulation. This workbook focuses on crucial business foundations, including defining your vision, mission, and strategy. It offers insights into conducting a SWOT analysis, enabling teams to identify strengths, weaknesses, opportunities, and threats. Ideal for enhancing team collaboration and strategic planning, this resource is essential for any organization looking to optimize its business training.
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Impressionist TEAM WORKBOOK
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ImpressionistTEAM WORKBOOK
Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training - MODULE ONE Vision, Mission & StrategyThe Foundation of a Business
- Your Vision
- Your Mission
- Your Strategy
- SWOT Analysis
- SWOT Analysis
- Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.
- MODULE TWO GrowthBuilding the Firm
- Ideal Profile WM Business
- Ideal Profile Investment Business
- Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.
- MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent
- Organizational Chart
- Compensation Philosophy
- Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.
- MODULE FOUR Operations and Technology
- Role of Operations
- Wealth ManagementList and Documents Services Available Scalable Attainable Sustainable
- Investment ManagementList and Documents Services Available Scalable Attainable Sustainable
- Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.
- MODULE FIVE Financial ManagementMaking the Numbers Work
- Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.
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