1. Burns Simpson & AssociatesTEAM WORKBOOK Decisions and Notes for Modules 1 – 5 BSMART Business Simulation Management and Relationship Training

2. MODULE ONE Vision, Mission & StrategyThe Foundation of a Business

3. Your Vision

4. Your Mission

5. SWOT Analysis PLEASE COMPLETE

6. SWOT Analysis PLEASE COMPLETE

7. Initiatives and Notes Write down and agree on Strategyinitiatives in your firm and elect a “champion” for each initiative.

8. MODULE TWO GrowthBuilding the Firm

9. Ideal Profile PLEASE COMPLETE

10. Initiatives and Notes Write down and agree on Growthinitiatives in your firm and elect a “champion” for each initiative.

11. MODULE THREE Staffing and CompensationAttracting, Retaining and Organizing Talent

12. Organizational Chart

13. Compensation Philosophy

14. Initiatives and Notes Write down and agree on Human Capital initiatives in your firm and elect a “champion” for each initiative.

15. MODULE FOUR Operations and Technology

16. Role of Operations

17. List and Documents Services Available Scalable Attainable Sustainable

18. Initiatives and Notes Write down and agree on Operations initiatives in your firm and elect a “champion” for each initiative.

19. MODULE FIVE Financial ManagementMaking the Numbers Work

20. Financial Management *The Financial Worksheet is a separate Excel file.

21. Initiatives and Notes Write down and agree on Financial initiatives in your firm and elect a “champion” for each initiative.