Pillars of Decision-Making

In the ever-evolving business and organizational management landscape, strategic and tactical planning concepts stand as pillars of effective decision-making. Strategic planning encompasses the grand vision and long-term objectives that shape an organization’s direction. In contrast, tactical planning focuses on the precise steps and actions needed to realize those strategic goals. Both planning approaches are essential in navigating the complexities of today’s competitive markets, as they synergistically guide decision-makers from the big picture to meticulous execution. Understanding the distinctions and interplay between strategic and tactical planning is crucial for leaders seeking to chart a successful course amidst uncertainty and achieve sustainable growth in their endeavors.

Strategic planning, a critical process for organizations, has a surprising failure rate, with studies indicating that up to 67 percent of strategic plans fall short of expectations. The traditional approach to strategic planning, which has often been flawed, plays a significant role in this discouraging statistic. Many organizations have approached strategic planning backward, failing to adapt to the dynamic nature of today’s business environment. A fresh perspective is required to overcome this challenge, aligning strategic planning with the present realities and enabling organizations to proactively navigate change and achieve the desired outcomes.

Strategic Planning: The Big Picture

Strategic and tactical planning are distinct but interconnected processes that play a vital role in achieving organizational objectives. Strategic planning involves formulating long-term goals, identifying opportunities and threats in the external environment, and developing strategies to gain a competitive advantage. It provides a high-level vision and guides the overall direction of the organization. Tactical planning, on the other hand, focuses on the specific actions and steps necessary to implement the strategic plan. It involves defining short-term objectives, allocating resources, and determining timelines and responsibilities for executing tasks effectively.

Strategic planning concerns the big picture, addressing questions like “Where do we want to go?” and “How do we get there?” It requires a thorough understanding of the organization’s internal capabilities and external market dynamics. Strategic planning helps organizations adapt to changes, capitalize on opportunities, and position themselves for long-term success.

Tactical planning, on the other hand, zooms in on the details, addressing questions like “What specific actions do we need to take?” and “Who is responsible for each task?” It involves breaking the strategic goals into actionable steps and developing operational plans. Tactical planning ensures the efficient execution of strategies, monitors progress, and adjusts course when necessary. It focuses on the short-term actions required to achieve the larger strategic objectives.

Tactical Planning: Actions and Steps of Success

While strategic planning sets the direction and provides a roadmap for success, tactical planning is responsible for executing the strategies. The two processes are intertwined, with tactical planning informed by the strategic goals and strategic planning influenced by the operational realities discovered during tactical implementation. Strategic and tactical planning are complementary processes that achieve organizational success. Strategic planning provides the overarching vision and strategies, while tactical planning translates those strategies into actionable steps and ensures their effective implementation. By harmonizing strategic and tactical planning, organizations navigate the complexities of their environments, seize opportunities, and achieve their long-term goals. Strategic planning and tactical planning are both critical components of organizational planning.

While strategic planning focuses on the long-term vision and direction, tactical planning ensures the successful execution of strategies through detailed actions and steps. Organizations need to recognize the interdependence and synergy between these two planning approaches. Strategic planning provides the foundation and roadmap for success, while tactical planning translates that vision into actionable tasks and monitors progress. By integrating strategic and tactical planning, organizations align their goals, allocate resources effectively, adapt to changing circumstances, and achieve sustainable growth. Both planning processes are necessary for organizations to navigate the complexities of their environments, seize opportunities, and stay competitive in a dynamic and ever-evolving landscape.

Face the Barriers of Leadership Head On

Breaking through the leadership ceiling is an exceptional accomplishment that requires perseverance, determination, and strategic planning. Aspiring leaders often face obstacles that impede their progress, making reaching positions of higher authority and influence challenging. However, individuals can shatter the glass ceiling and emerge as successful leaders by developing essential skills, fostering a growth mindset, cultivating meaningful relationships, and embracing continuous learning. This article explores effective strategies and actionable steps to help individuals overcome obstacles and unlock their true leadership potential, enabling them to surpass the limitations of the leadership ceiling. Last year, the job promotion rate experienced a significant increase of 9% compared to the previous year, recovering from the 7.4% decline observed from 2019-2020, adding to the potential opportunities for individuals to advance in their careers and break through the leadership ceiling.

Tips for Navigating Leadership Barriers

Breaking through the leadership ceiling requires a multifaceted approach encompassing personal development, strategic positioning, and systemic change. Here are some strategies to help individuals break through the leadership ceiling:

  1. Develop a Growth Mindset: Cultivate a mindset that embraces challenges, persists in the face of setbacks, and sees failure as an opportunity for learning and growth. Believe in your ability to overcome obstacles and continuously improve your leadership skills.
  2. Acquire and Demonstrate Skills: Enhance your knowledge and skills in areas relevant to leadership, such as decision-making, communication, strategic thinking, and emotional intelligence. Seek opportunities to showcase your abilities through projects, initiatives, and cross-functional collaborations.
  3. Seek Mentorship and Sponsorship: Find mentors and sponsors within your organization who provide guidance, support, and advocacy. A mentor offers valuable insights and advice, while a sponsor actively promotes your career advancement and open doors to new opportunities.
  4. Build a Strong Network: Cultivate relationships with colleagues, peers, and leaders within and outside your organization. Networking provides access to valuable resources, opportunities, and diverse perspectives. Actively participate in professional organizations, industry events, and networking platforms to expand your connections.
  5. Challenge Bias and Stereotypes: Advocate for diversity and inclusion within your organization. Challenge bias and stereotypes by promoting equal opportunities, supporting diverse talent, and raising awareness about the importance of inclusive leadership. Be a role model for others and actively contribute to creating a more equitable workplace.
  6. Demonstrate Results and Value: Consistently deliver high-quality work and demonstrate your ability to drive results. Communicate your achievements, impact, and value to key stakeholders and decision-makers. Show that you are ready for greater responsibilities and significantly contribute to the organization.
  7. Pursue Continuous Learning: Stay updated with industry trends, best practices, and emerging technologies. Engage in professional development activities such as attending seminars, workshops, and training programs. Seek feedback regularly and use it to identify areas for improvement and refine your leadership skills.
  8. Create Your Opportunities: If traditional paths to leadership are limited, explore alternative avenues such as starting your venture, joining boards or committees, or initiating new projects within your organization. Proactively seek opportunities that align with your skills, interests, and aspirations.

Embrace the Mindset of Growth

Breaking through the leadership ceiling requires resilience, perseverance, and a commitment to personal and professional growth. By adopting these strategies and challenging the existing norms, individuals overcome barriers and pave the way for their success while contributing to a more inclusive and diverse leadership landscape. Breaking through the leadership ceiling is a journey that requires a combination of personal development, strategic actions, and a commitment to driving systemic change.

By embracing a growth mindset, acquiring, and demonstrating essential leadership skills, seeking mentorship and sponsorship, building a solid network, challenging biases, and stereotypes, establishing value, pursuing continuous learning, and creating unique opportunities, individuals can shatter the limitations imposed by the leadership ceiling. Breaking this barrier benefits individuals by unlocking their true leadership potential and fosters inclusive and diverse organizational leadership environments. With determination and perseverance, aspiring leaders can rise above the constraints of the leadership ceiling and make a lasting impact in their careers and the broader leadership landscape.

BPO 101 Review

BPO budgeting allocates financial resources for Business Process Outsourcing (BPO) activities within a company. It involves estimating and managing the costs of outsourcing specific business functions to external service providers. For an experienced business owner, understanding BPO budgeting is vital for several reasons.

  1. It allows for effective cost management, enabling the owner to control and optimize expenses related to outsourcing.
  2. It sets clear expectations for the return on investment (ROI) associated with outsourcing, helping the owner make informed decisions about continuing or modifying outsourcing initiatives.
  3. BPO budgeting aids resource allocation, ensuring sufficient funds for each outsourced function.
  4. It enhances the owner’s ability to negotiate and manage contracts with BPO service providers.
  5. A well-planned budget provides a basis for evaluating pricing proposals and ensuring cost alignment.
  6. BPO budgeting is vital for an experienced business owner to make financially sound decisions and effectively leverage outsourcing to drive business success.

A Step-by-Step Guide: Deciding when to outsource and how much to set aside?

When deciding which areas to outsource and how much to allocate, there are several factors to consider. To be safe, a business budget should not exceed 30% of total revenue, and this guide helps you factor in outsourced BPO to optimize your company’s budget. Here’s a step-by-step guide:

  1. Identify Core Competencies: Start by identifying the core competencies of your business—areas where you have expertise and a competitive advantage. If these functions are strong then you’re good to go. If not this is likely the best area to start with outsourced services.
  2. Assess Non-Core Functions: Evaluate the non-core functions, processes essential for your business that do not directly differentiate you in the market. These include back-office tasks, customer support, IT infrastructure, and HR functions. Assess the potential benefits of outsourcing these functions, such as cost savings, access to specialized skills, improved efficiency, or scalability.
  3. Cost-Benefit Analysis: Conduct a cost-benefit analysis for each potential outsourced function. Consider both the financial and non-financial factors. Calculate the costs associated with outsourcing, including service provider fees, transition, and ongoing expenses. Compare these costs against the expected benefits, such as reduced labor costs, enhanced quality, increased flexibility, or faster turnaround times.
  4. Risk Assessment: Evaluate the risks associated with outsourcing specific functions. Consider factors like data security, intellectual property protection, regulatory compliance, and the potential impact on customer satisfaction. Ensure that the chosen service providers have robust security measures and a proven track record of reliability.
  5. Prioritize Outsourcing Opportunities: Based on the cost-benefit analysis and risk assessment, prioritize the most suitable functions for outsourcing. Determine each function’s importance and urgency level, considering potential cost savings, efficiency gains, or strategic alignment.
  6. Allocate Budget: Once you have identified the areas to outsource, allocate a budget for each function. Consider the estimated costs, both initial and ongoing, for engaging external service providers. Ensure that the allocated budget is realistic and aligned with the expected benefits.
  7. Flexibility and Contingency: Keep in mind that budgeting for BPO should also allow for flexibility and contingency planning. Unforeseen circumstances or changing business requirements may require outsourcing strategies or resource allocation adjustments. Set aside a portion of the budget for unexpected costs or potential changes.

C-Level Strategy is the first step

C-Level Strategy is a BPO and C-level consulting firm that will actually help you determine a BPO budget. They offer a 60-day assessment where their experts will work with your internal team to evaluate the best BPO opportunities for your company and how much to allocate to those opportunities. Once the assessment is complete you can always hire CLS or take your new knowledge to market to find the right BPO firm for you.

Are you a business owner struggling to manage all of your company’s operations? Or are you an entrepreneur looking for ways to reduce costs and increase efficiency? In either case, you may want to consider outsourcing some of your business processes. Business process outsourcing (BPO) has become a popular solution for companies of all sizes to streamline operations and focus on core business functions. In this blog post, we’ll explore what BPO is and the benefits it can provide for your business.

What is BPO?

Business process outsourcing (BPO) is a practice where companies outsource non-core business processes and functions to a third-party provider. BPO providers specialize in a range of business processes, such as accounting, customer service, human resources, and information technology. By outsourcing these processes, companies can reduce costs, improve efficiency, and focus on core business activities.

Types of BPO

There are two main types of BPO: back-office outsourcing and front-office outsourcing.

Back-office outsourcing involves outsourcing internal business processes such as accounting, payroll, and other administrative functions. This type of outsourcing is typically used to reduce costs and improve efficiency in areas where the company doesn’t have a competitive advantage.

On the other hand, front-office outsourcing involves outsourcing customer-facing functions such as customer service and sales. This type of outsourcing is used to improve customer experience and free up internal resources for core business functions.

Benefits of BPO

  1. Cost Savings: One of the primary benefits of BPO is cost savings. Outsourcing non-core business processes can help reduce overhead costs, such as employee salaries, benefits, and equipment expenses. BPO providers can offer economies of scale and cost-efficient processes, which can help businesses save money.
  2. Improved Efficiency: BPO providers specialize in their respective business processes, which means they have the expertise and technology to streamline processes and improve efficiency. Outsourcing these processes can free up internal resources and allow businesses to focus on core activities.
  3. Increased Flexibility: BPO allows businesses to be more flexible and responsive to changes in the market. Outsourcing non-core functions allows companies to scale up or down based on business needs without incurring additional costs.
  4. Access to Expertise: BPO providers have the expertise and knowledge to provide high-quality services. They are up-to-date on the latest technology and industry trends and can offer valuable insights to improve business operations.

Choosing the Right BPO Provider

Choosing the right BPO provider is crucial to the success of outsourcing. When selecting a BPO provider, businesses should consider the provider’s experience, expertise, and reputation. They should also consider the provider’s pricing structure, service level agreements (SLAs), and security protocols.

To ensure a successful partnership, it’s essential to establish clear communication channels and set expectations from the beginning. The business should clearly define the scope of work and ensure that the BPO provider has the necessary resources and technology to complete the work effectively.

Here at CLS, we have a family of experts in the following services:

No more wasting time finding the right person for your problem. We can fix it, source it, or tell you who to talk to every time.

Do I Need to Outsource Services?

In today’s highly competitive business landscape, outsourcing has become a popular way for companies to cut costs, increase efficiency, and stay competitive. Many essential services are outsourced, including accounting, marketing, human resources, customer service, IT support, and manufacturing. Outsourcing these services allows businesses to focus on their core competencies and save time and money on non-core activities. Additionally, outsourcing provides access to specialized expertise, technology, and resources that might only be available in some places. As a result, outsourcing has become an attractive option for businesses of all sizes, from startups to large enterprises.  

Outsourcing services is a valuable strategy for fast-growing and savvy businesses. It is particularly helpful if you are a lean and mean team looking for access to a broader range of experience, especially financially savvy and trying to keep overhead costs down, or if your hair feels like it’s constantly on fire trying to keep up with seemingly overnight growth. Outsourcing is also a good way to verify employee performance or cover key employee absences in case of medical or maternity leave. Outsourcing may be a good option if your company lacks the expertise, resources, or time to handle specific tasks or projects in-house. Outsourcing provides access to specialized expertise and resources without the cost and commitment of hiring full-time staff. When considering outsourcing, it’s essential to evaluate potential providers carefully, set clear expectations and goals, and establish effective communication and collaboration processes to ensure success.

What Services Can Be Outsourced?  

These days you can probably find an outsourced solution for just about anything, but these are the most commonly outsourced areas.

  1. Accounting and Finance – This is helpful when your team is overrun, you need to identify better/more efficient processes, or you are thinking about a large-scale process like an ERP implementation.
  2. M&A Capital – Who has the cash to keep an investment broker on staff? No one! Bring in an outsourced team when you are thinking about acquiring or selling the business.
  3. Sales and Marketing Strategies – Sales teams stagnate, and sometimes it takes an outside eye to get things moving again by creating metrics, visibility, and implementing some revenue-generating activities.
  4. Content Creation – Most business owners lack both the time and inclination to document processes and build training, so this is a great area to outsource to a specialized third party. Your future self will thank you.
  5. Software Development – Software teams get very expensive very fast if you plan to recruit the right experts to do the job properly (there are a lot of sub-par options out there, unfortunately). Unless you are a tech company, it’s probably best to outsource this instead.
  6. Staffing and Recruiting – Most companies do have an in-house recruiting team, but staffing firms are great for high-level talent, specialty roles, and when recruiters are drowning under too many open positions.
  7. Data & Automation – automation can make a huge difference in your company, but creating automation and system integration is often a full-time job for a few months to a year. An outsourced provider is much easier to fire after you finish the project than a full-time employee.
  8. Tax Strategy – unless you have a CPA on staff, you have probably already outsourced this already. Most companies outsource this to avoid pesky rules like independence.
  9. Legal Services – There are multiple phases in a business’s lifecycle where you will want a specialized legal expert. Outsource this service when you are considering big legal moves like applying for a patent, selling the company, or even going public.

Outsourcing is a cost-effective way to access specialized expertise and resources, particularly for small or medium-sized businesses that may not have the budget or need full-time staff in certain areas.

How Do I Know What I Need Outsourced? 

Start by taking stock of your employees. Which teams are overwhelmed? Where do you have upcoming absences? Next, look at underperforming areas of the business. Where do you lack visibility? Or where are you, as a leader, less confident? For example, if you are a former CTO running your own tech company, you might want an outsourced CRO to help you drive revenue or a lawyer to help you evaluate investor agreements.

C-Level Strategy plays a critical role in determining which services make sense to outsource for your businesses. They help businesses determine which services to outsource and which providers to use based on the company’s goals, budget, and overall strategy. 

What is Leadership Synergy?  

Leadership synergy can be likened to the art of conducting an orchestra. In an orchestra, various musicians play different instruments, each with unique strengths and capabilities. The conductor brings them together, harmonizing their talents and coordinating their efforts to create a beautiful solution of symphony. Similarly, in leadership, synergy is achieved when a leader effectively brings together a diverse group of individuals, leveraging their strengths and talents to achieve a common goal.  

83% of organizations believe developing leaders at every company level is crucial. The leader acts as the conductor, guiding and coordinating the team to work together in harmony, maximizing their collective potential, and creating a decisive outcome more remarkable than the sum of its parts. 

Just as a conductor must understand the nuances of each instrument and how they fit into the larger musical piece, a leader must understand each team member’s strengths, skills, and perspectives and align them toward a shared vision. A leader can cultivate synergy and achieve exceptional results by creating an environment that encourages collaboration, communication, and mutual respect. 

Why is Leadership Synergy Important? 

Leadership synergy, as exemplified by a conductor leading an orchestra, is vital because it enables a team to work harmoniously towards a common solution, maximizing collective potential, fostering innovation, improving decision-making, and enhancing team morale and engagement. Only 5% of businesses have implemented leadership development at all levels. Leadership synergy can increase sales margins through effective collaboration and coordination among sales and marketing teams by leveraging team members’ diverse strengths and talents. It can also reduce expenses by optimizing resources, promoting efficient communication, and preventing duplication of efforts. In conclusion, leadership synergy is crucial for achieving exceptional team performance, driving business success, and achieving financial goals. 

How can Leadership Synergy Promote Growth?  

78% of business leaders actively and regularly focus on engaging with their employees. Just like a conductor leading an orchestra to create a harmonious symphony, leadership synergy can increase sales margins and reduce expenses in a business setting by leveraging the strengths and talents of the team towards these goals. 

  1. Sales Margins: Leadership synergy can improve sales margins by fostering collaboration and coordination among team members. When sales and marketing teams work synergistically, they can align their efforts to identify new sales opportunities, develop effective sales strategies, and close deals more efficiently. Additionally, by empowering and motivating the sales team, leadership synergy can enhance their performance, leading to higher sales margins through increased customer retention, upselling, and cross-selling. 
  2. Expense Reduction: Leadership synergy can reduce expenses by optimizing team resources and promoting effective communication. When team members work collaboratively, they can share ideas, identify inefficiencies, and find cost-effective solutions to streamline business processes. Through effective coordination, leadership synergy can prevent duplication of efforts, minimize wasteful spending, and promote intelligent resource allocation, resulting in reduced expenses and improved profitability. 

Like a conductor leading an orchestra, leadership synergy can positively impact sales margins and expense reduction by fostering collaboration, coordination, and efficient resource utilization. By leveraging the team’s strengths toward shared goals and creating an environment that encourages communication, innovation, and accountability, leadership synergy can drive improved financial performance for a business. Contact C-Level Strategy to learn how you can achieve greater leadership synergy to increase the growth of your business.  

When it comes to the sales team, unexpected events can happen at any moment. Whether it is a sudden shift in the market, a new competitor, or a global crisis, your sales team needs to be able to handle unexpected situations and still perform at their best. As a business owner or sales manager, ensuring that your sales team can handle the stress of unexpected events and still deliver results is crucial.

What is a Sales Team Stress Test?

Sales team stress testing is a critical process for any business that wants to ensure the success and resilience of its sales team. The process involves evaluating your team’s ability to handle unexpected events and the stress that comes with them. These unexpected events can range from sudden market shifts, changes in consumer behavior, new competitors, or a global crisis

Is It Important? And What are the Benefits?

Here’s a statistic that will help you answer the question: more than 700,000 establishments closed in the second quarter of 2020 (remember the time we had to wear masks and stand six feet apart). Of course, it is important! And let’s find out why.

  1. Evaluate Your Team’s Resilience: Unexpected events can cause stress and anxiety, negatively impacting your sales team’s performance. By evaluating your team’s resilience, you can identify areas where they may struggle during stressful situations and develop strategies to improve their performance.
  2. Improve Your Team’s Adaptability: Unexpected events often require quick thinking and adaptability. By performing a stress test, you can identify areas where your team may struggle to adapt and develop training programs to improve their ability to respond to unexpected events.
  3. Increase Team Collaboration: Unexpected events often require cross-functional collaboration. By performing a stress test, you can identify areas where your team may struggle to work together effectively and develop strategies to improve collaboration.

How to Perform a Sales Team Stress Test

Performing a sales team stress test may sound stressful. The name is literally ‘stress test.’ Take a deep breath; you got this. Here’s a breakdown of how to do it effectively:

Step 1: Define the Objectives and Metrics of the Stress Test

Before you start the stress test, defining the objectives and metrics you want to measure is essential. This can include identifying potential stressors that your team may face during unexpected events, evaluating their current ability to handle stress, and assessing their ability to adapt and collaborate during these events.

Step 2: Use Simulations to Evaluate Performance

To evaluate your team’s ability to handle unexpected events, you can use simulations to create scenarios that simulate real-world situations. For example, you could create a scenario where a new competitor enters the market or a global crisis occurs. These simulations can help you evaluate how your team responds to unexpected events, how they work together, and their ability to adapt to changing situations.

Step 3: Analyze the Results and Identify Key Areas for Improvement

Once you’ve gathered the data, it is essential to analyze the results to identify key areas for improvement. This can include looking for common themes and patterns in the data, such as areas where your team struggled to collaborate or adapt.

Step 4: Develop Strategies to Address Areas for Improvement

Based on your analysis, you can develop targeted strategies to address the areas for improvement identified during the stress test. This can include implementing training programs, providing additional resources and support, or adjusting workload and expectations.

Step 5: Monitor Progress and Adjust Strategies as Needed

Finally, monitoring your sales team’s progress and adjusting your strategies as needed is essential. Regular check-ins with your sales team can help you identify ongoing stress-related issues and adjust your strategy as needed.

If all the above sounds too stressful (it is, after all, an article about performing stress tests), don’t worry; you don’t have to tackle this task alone. Consider working with business strategy professionals. They can help you identify potential stressors your sales team may face and develop effective strategies to help them cope and maintain high-performance levels. Ultimately, the key to conducting a successful sales team stress test is approaching it with an open mind and a willingness to learn.

Every month, about 543,000 new businesses start in the USA. Only seven out of ten are still in business after two years, and five out of ten are still in business after five years. Of the businesses that manage to survive for five years, about 70% follow a strategic business plan. (Nazar, 2013).

Many of us probably made a New Year’s resolution last month. Chances are, we have already broken it or started to waiver. Don’t feel bad if this describes you. The truth is that a New Year’s resolution is easier to make than to keep. The problem is not you or your resolution. The problem is that we do not know how to keep resolutions. If you don’t believe us, check out the multi-billion-dollar self-help industry, which is mostly just people profiting off of others’ inability to achieve their goals. There are things you can do and habits you can implement to help you stay on track to achieve your goals. Here are a few tips to help you stay committed to your New Year’s resolutions:

If you need help creating a strategic plan for your business goals, give CLS a call. We have the expertise to take you from where you are to where you want to be. 

  1. Find Your Purpose
    “What is your organization’s purpose?” This seems like a simple question, but there are a million different answers. If your business is struggling to find its identity, it’s worth asking what you are setting out to do, that isn’t just making money. Maybe you’re developing a revolutionary new piece of software with the potential to streamline the operations of an entire industry, causing reciprocal gains for you and others. This is often referred to as ‘creating shared value’. If you choose to center your strategy around helping others or creating long-term sustainability, there comes the potential to carve out your very own, highly-lucrative space.
  2. Adapt to Your Environment
    A common cause for a business strategy to stagnate is to forget to consider it within the context in which it is implemented. Put simply – taking current events in both your industry and the economy as a whole into account when strategizing. The reason this is often passed over is that it is an ongoing process which must be constantly refined and adjusted. It’s good to think of strategy as a whole in this way, as a 24/7 process rather than a single event, planned for at the beginning of one quarter and put on the shelf until the next.

    This isn’t exclusive to purely fiscal concerns. As circumstances change, your stated purpose may shift; nearly every industry felt a shake-up in both day-to-day operations and/or long-term planning following the Covid-19 pandemic. Many companies took this as an opportunity to help their communities while also improving the brand messaging of their business. A famous example is L’Oréal USA, who went above and beyond with very public donations of money, hand-sanitizer, and PPE. They even froze payments coming from small businesses in their distribution network that had trouble operating during the pandemic. This move ultimately cost the company money, but created value by positioning themselves as a socially-conscious brand.
  3. Read and Experiment
    Your business, while conducting business as usual, is providing a wealth of useful data to draw from and examine. No long-term strategy should be planned without close examination of your organization’s financial statements. Comparing these with case studies of similar businesses and their underlying economic principles, you can try to draw from what has and has not been historically successful. Use this information as a means of experimentation – you have to be very intentional when studying data and knowing what to apply.
  4. Ongoing Communication and Your Goals
    A commonly touted (and shocking) statistic is that roughly 95% of employees don’t understand or can’t articulate their company’s strategy. This figure should be incredibly alarming when you consider that the successful execution of strategy requires organization-wide cooperation and effort. John Hamm, general partner at VSP Capital, likens intelligent implementation of strategy to a professional golfer’s meticulous set-up and swing. “In the long term, consistently positive results spring from intelligent strategy and an incessant focus on the quality of execution… Once the ball is in the air, there is no way to control it; it will land where it will.”

    The actual crafting of a strategy is crucial, but in order to be successful it must be effectively and cohesively communicated to the entire organization. Every employee should feel empowered and responsible for helping the company reach its eventual goals.

Most companies expect a typical sales onboarding process to last something like three months. Those same companies would be surprised to learn that new sales reps take an average of 381 days to reach the same performance level as established, long-term reps. If you’re a new company and need to expand quickly, you will to shave a few hundred days off of that figure. Don’t fret, however! Below you’ll find three techniques for streamlining the onboarding process.

Tailor On-Ramp Time to the Individual

There’s no rule saying every employee must make the same amount of progress in the same allotted time. Arbitrary restrictions are going to gum up the training process by putting undue pressure on inexperienced hires and allowing experienced hires weeks or months with reduced expectations. As such you should give each new hire an amount of time that will correspond roughly with their ability to internalize and act on sales training. Maybe new hire one has worked at call centers their entire adult life and just needs a couple of weeks to acclimate to the quirks and methods of the new business while new hire two has never worked behind a desk and is essentially learning a new language. It doesn’t make sense to give this two sales-reps-to-be the same ramp period – so don’t!

Set the Right Expectations

A strategy that can be employed alongside or instead of the suggestion above would be to break down the ramp period into different milestones. Something like once every 30 days, carry out an individual performance assessment on each new salesperson in the middle of the onboarding process. This will allow you to assess their performance more accurately, as well as determine how quickly the employee in question is learning the new system. Setting specific and measurable goals for the new employee makes the onboarding process easier to navigate for all parties.

Balance Training with Application

A big hurdle for new hires at any business is the barrage of new information they’re expected to take in during those first few days. Arguably the worst way to go about this is to subject new hires to back-to-back days-long training sessions for the first few weeks. Onboarding is done this way in order to get the training done in the shortest time possible, but studies show that it isn’t uncommon for reps to forget up to 80% of the onboarding information if it isn’t reinforced.

It’s more beneficial for the reps and helps them bring in more customers during the training process if they are required to apply the information they’re learning as they learn it. This means going beyond typical company messaging, demonstrating, and then requiring reps to practice their pitch, qualifying leads, and other best practices. This allows your reps to process the information by putting it into practice while it’s still fresh. Simulated activities are fine, just don’t wait too long to give your new reps the opportunity to put their skills to work.

CLS has training specialists to help you evaluate and improve your training process. Give us a call today to talk about how your sales team could be more productive.