1 minute read
Nov 16, 2016
Written by: Shawn Sweeney
Whether you are a Fortune 500 Company or a business with three employees, thinking about what the company needs to accomplish in the next year is one of the most important activities for management. Ideally, this activity is completed and communicated in the months leading up to the new fiscal year so performers can hit the ground running on Day 1. At Spinnaker, we call this Strategic Planning and follow three straight-forward steps:
Strategic Planning is one of the most important activities for business leaders. The resulting “roadmap” will drive alignment throughout the entire organization as to what teams should be working on…it also highlights what the company should not be working on for the year.
The Big Picture We remember spending hours (if not days) each month in mind-numbing tedium as junior analysts, producing regular reporting for our business lines. The recurring exercise had us piecing together data from various sources, manually updating Excel files and praying fervently that none of the associated formulas got corrupted along the way. Excel would generate new graphs, which we transferred over to PowerPoint, and, more often than not, further manipulation would be required to fit them into the approved templates to avoid formatting glitches. Copy-Paste was both our dearest friend and greatest foe.
Data & Analytics, Compliance 2 minute read
The Big Picture How good are you at listening? I mean really listening? I thought I was good listener. After all, on top of my well-intended impatience and confidence, I was sure I already had the answers and didn’t need to listen any closer. I was nodding, smiling and solving the problem I perceived to be at hand.
Data & Analytics, Change Management, Compliance 2 minute read
As I look back at the evolution of Spinnaker and on the learnings we’ve collected over our engagements to date, I see one common thread: our best solutions come out of need, and oftentimes a place of frustration. They rarely come from, “Hey, wouldn’t it be interesting if…” or “You know what I really want…”. They come from an individual, or a group of individuals, working towards a goal where they themselves cannot identify a solution – they need guidance and consultation on how to get to the best version of “there”, and how to do that efficiently.
Data & Analytics 2 minute read
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