Third Party Resources - Execution and Management

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1 EXECUTION AND MANAGEMENT TOOLS

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THIRD PARTY RESOURCES STRATEGIC PLANNING & EXECUTION TOOLS The tools outlined in the Strategic Planning & Execution Tools section aid in the implementation of The Enhanced Exec's Program, Training Session #2: Planning Part 1: Long-Term Planning; Session #3: Planning Part II: Tactical Planning, The Annual Management Plan and Cascading Plans; Session #5: Introduction to Execution Part I; and Session #8: Executive Reporting. The fund manager’s shared services (SGS) team (in particular, the SGS Group COO) will use these tools in partnership with their SME portfolio companies as they work together to execute the First 180-Days post-investment plan, per the Playbook Materials. Tool Title

5 Messages Leaders Must Manage

Tool Type

Third-Party Resource: Harvard Business Review

Tool Description

A thought piece on executive communication, this article provides five key messages that executives must communicate with their teams to ensure vision and mission alignment and the achievement of core objectives and key results. These messages include organizational structure and hierarchy, financial results, the leader's sense of his/her job, time management and corporate culture.

HR & RECRUITING TOOLS The tools outlined in the HR & Recruiting section aid in the implementation of The Enhanced Exec's Program, Training Session #5: Introduction to Execution Part I; Session #6: Introduction to Execution Part II and Management Teams; and Session #7: How to Run Effective and Inclusive Meeting. The fund manager’s shared services (SGS) team (in particular, the SGS Group COO) will use these tools in partnership with their SME portfolio companies as they work together to execute the First 180-Days post-investment plan, per the Playbook Materials. Tool Title

Creating Your Organization Chart Guide

Tool Type

Third-Party Resource: E-Myth Worldwide

Tool Description

E-Myth is a well-known book on entrepreneurship and an online business coaching platform. E-Myth published a "how to" eight-step guide on creating and completing a well-balanced and effective organization chart as part of the suite of free resources available to entrepreneurs.

Tool Title

Gender Diversity, Tackling Unconscious Bias, Gender Neutral Job Descriptions and Gender Pay Gap Analysis

Tool Type

Third-Party Resource: CDC

Tool Description

The CDC Gender Toolkit consists of detailed guidance and a suite of


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