everything but numbers flyer w strategy

1
EVERYTHING BUT NUMBERS EVERYTHING BUT NUMBERS: Sean Penchoff - Partner [email protected] Helping leaders to look beyond the numbers to understand how aligning action to purpose drives success. Business is all about the numbers, but purpose, the reason why we do what we do, our sense of resolve, is inherently qualitative. When we focus on the numbers we lose our sense of purpose and miss out on opportunities. Why Purpose? Purpose is inherently qualitative Powered by Purpose: CVS In February 2014, CVS announced they will forgo $2 billion in tobacco sales per year because selling tobacco goes against their purpose of ‘helping people on their path to better health’. Since then they have vastly outperformed the market. Tools for Unearthing Everything But the Numbers Methods for Assessing Performance Without Numbers Framework for Mapping an Organization’s Purpose Founder: Sean Penchoff Contact Info: Direct: 203-788-7696 Skype: Sean.Penchoff email: [email protected] EVERYTHING BUT NUMBERS takes a design-thinking based approach to assist leaders in identifying their firm’s purpose and aligning it with action to create successful outcomes. Sales/ Marketing Service and Support Product Development Product management and execution Administration and services Purpose CEO CFO COO HR GC BoD Consultants and Outsourcing Purpose Vision Execution CMO Head of Sales Strategy Social Media Sales 1 Sales 2 Sales 3 Admin Analyst Purpose Vision Execution Experience Knowledge Creativity Computer Skills Research Skills Quantitative Analysis Skills Qualitative Analysis Skills Writing and Storytelling Company Unit Individual We work with leaders to explore an organizations mission and actions taken to actualize its purpose. We take leaders through a process of inventorying of all the different elements that make up their organization. We map the structure of the organization to visually synthesize how purpose comes into play and how to align it. We help employees uncover their individual purpose within their organization. Using design thinking tools we help groups and individuals discover their strengths, passions and motivations. We guide our clients through a series of exercises designed to make people open up, think about what drives them and connect with colleagues. Once we have a common understanding purpose, strengths and motivations we assist leaders applying apply this process to their groups and teams. Everything But Numbers provides leaders with a methodology for effectively assessing whether the actions being taken are serving the purpose of the organization. With the organization mapped and purpose clear, leaders can take a step back and assess the actions taken by each element with one question, how does this drive the success of the organization? We will assist you in building this assessment into every layer of your organization. Based on your organization’s purpose we assist you in defining your measures of success. Strategy for Business Development: Focus on the methodology: Everything But Numbers takes a design-thinking approach to assist leaders in identifying their firm’s purpose and aligning it with action to create successful outcomes. We utilize a framework for visualizing the organizational system: Systems mapping is used to help stakeholders visualize the relationships and interdependencies between the different elements of an organization. We provide a set of tools and workshops that spark conversation and discovery. We provide a methodology for implementing purposeful action at every level of the organization. By asking what we are doing and why are we doing it we can focus on the core purpose of the organization. Who do we work with? Small and Midsize organizations looking to grow, or in a transition. Any Company in need to innovate or adapt to economic change Large organizations undergoing a major transition or acquiring other organizations. Organizations with a strong, stated commitment to values or mission. Organizations with strong Environmental, Social and Governance sustainability (ESG). These firms can be identified through the holding of Socially Responsible Investing firms such as PAX Worldwide, Calvert Investments, Boston Common Asset Management. Investment firms within the private equity, venture capital and socially responsible investing spheres. KKR & Co., Terra Firma Capital Partners for PE. Calvert, TBL for VC. Professional development and industry groups such as Work Revolution, The Conference Board, Society for Human Resource Management, Sustainable Brands Engagement Strategy Investors: Target large investors, activist investors and investor relations. If the investors think EBN is necessary they are in an unique position to influence company leadership. Reach out directly to established private equity, venture capital, angel investors and socially responsible investment funds. Leverage relationships with investors to get access to company through its investor relations area. Reach out to investor relations professionals directly and sell EBN as a way for organizations to improve communications with investors as well as to improve performance. Participate in the National Investor Relations Institute Conference. Marketing: Sales and marketing are the face of any company. Show them the value of EBN and they will sell it internally. Identify and reach out to marketing and sales professionals about the service. Engage in conversations with sales to learn about their company and offering. Try to find and exploit areas that are unclear. Conduct workshops and events in business school programs, especially marketing and brand management, highlighting the importance of brand values and mission. Participate in conferences and events such as the Sustainable Brands Conference which hosts speakers and workshops featuring major US and International brands. Human Resources: HR professionals are a natural fit for our service. Reach out directly to HR managers of companies we have identified as potentially in need of the service. Participate in industry conferences and workshops hosted by groups such as the Work Revolution, The Conference Board and the Society for Human Resource Management. Partner with an HR service firm such as Linkedin, Taleo or Kenexa, an IBM company as a way to gain access to potential clients. Revenue Structure One day session: For most small to mid-sized business clients, the Everything But Numbers service will be completed in a one day 8 hour session. We request attendance of all executive officers, each group head and two representatives from each group attend the session. Our fees for the one day program are $5,000 plus the cost of materials and travel. Follow-up sessions: We offer group specific follow-up sessions and company wide checkups for organizations that have completed the Everything But Numbers one day program. Our fees for follow-up sessions are $350 per hour plus materials and travel. Everything But Numbers Public Workshop: Everything But Numbers offers limited public workshops where we begin with the purpose finding toolkit. Participants will present what they do and why they do it, and build teams around complimentary skills and shared purpose. They will then build a company around the mapping framework and learn how to incorporate purpose into each layer of their business. Our fees for public workshops are $250 per participant.

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Page 1: Everything But Numbers Flyer w Strategy

EVERYTHING BUT NUMBERS

EVERYTHING BUT NUMBERS: Sean Penchoff - Partner [email protected]

Helping leaders to look beyond the numbers to understand

how aligning action to purpose drives success.

Business is all about the numbers, but purpose, the reason why we do what we do, our sense of resolve, is inherently qualitative. When we focus on the numbers we lose our sense of purpose and miss out on opportunities.

Why Purpose?Purpose is inherently qualitative

Powered by Purpose: CVS

In February 2014, CVS announced they will forgo $2 billion in tobacco sales per year because selling tobacco goes against their purpose of ‘helping people on their path to better health’. Since then they have vastly outperformed the market.

Tools for Unearthing

Everything But the NumbersMethods for Assessing

Performance Without NumbersFramework for Mapping

an Organization’s Purpose

Founder: Sean PenchoffContact Info: Direct: 203-788-7696

Skype: Sean.Penchoffemail: [email protected]

EVERYTHING BUT NUMBERS takes a design-thinking based

approach to assist leaders in identifying their firm’s purpose and aligning it with action to create successful outcomes.

Sales/Marketing

Service and Support

Product Development

Product management

and execution

Administration and services

Purpose

CEO

CFO

COOHR

GC

BoD

Consultants and

Outsourcing

Purpose

Vision

Execution

CMO

Head of Sales

Strategy

Social Media

Sales 1

Sales 2

Sales 3

Admin

Analyst

Purpose

Vision

Execution

Experience

KnowledgeCreativity

Computer Skills

Research Skills

Quantitative Analysis SkillsQualitative

Analysis Skills

Writing and Storytelling

Company

Unit

Individual

We break the Company down to its component units, and then the individual positions that make up each component unit. In doing so we map out all the parts of the organization in order to assess why those elements exist and how to best align them with your organization’s purpose.

We work with leaders to explore an organizations mission and actions

taken to actualize its purpose.

We take leaders through a process of inventorying of all the

different elements that make up their organization.

We map the structure of the organization to visually synthesize

how purpose comes into play and how to align it.

We help employees uncover their individual purpose within their

organization.

Using design thinking tools we help groups and individuals discover

their strengths, passions and motivations.

We guide our clients through a series of exercises designed to

make people open up, think about what drives them and

connect with colleagues.

Once we have a common understanding purpose, strengths

and motivations we assist leaders applying apply this process to their

groups and teams.

Everything But Numbers provides leaders with a methodology for

effectively assessing whether the actions being taken are serving the

purpose of the organization.

With the organization mapped and purpose clear, leaders can take a

step back and assess the actions taken by each element with one

question, how does this drive the success of the organization?

We will assist you in building this assessment into every layer of

your organization.

Based on your organization’s purpose we assist you in defining

your measures of success.

Strategy for Business Development:

Focus on the methodology:

Everything But Numbers takes a design-thinking approach to assist leaders in identifying their firm’s purpose and aligning it with action to create successful outcomes.

We utilize a framework for visualizing the organizational system: Systems mapping is used to help stakeholders visualize the relationships and interdependencies between the different elements of an organization.

We provide a set of tools and workshops that spark conversation and discovery.

We provide a methodology for implementing purposeful action at every level of the organization. By asking what we are doing and why are we doing it we can focus on the core purpose of the organization.

Who do we work with?• Small and Midsize organizations looking to grow, or in a transition.

• Any Company in need to innovate or adapt to economic change

• Large organizations undergoing a major transition or acquiring other organizations.

• Organizations with a strong, stated commitment to values or mission.

• Organizations with strong Environmental, Social and Governance sustainability (ESG). These firms can be identified through the holding of Socially Responsible Investing firms such as PAX Worldwide, Calvert Investments, Boston Common Asset Management.

• Investment firms within the private equity, venture capital and socially responsible investing spheres. KKR & Co., Terra Firma Capital Partners for PE. Calvert, TBL for VC.

• Professional development and industry groups such as Work Revolution, The Conference Board, Society for Human Resource Management, Sustainable Brands

Engagement Strategy

Investors: Target large investors, activist investors and investor relations. If the investors think EBN is necessary they are in an unique position to influence company leadership.

• Reach out directly to established private equity, venture capital, angel investors and socially responsible investment funds.

• Leverage relationships with investors to get access to company through its investor relations area.

• Reach out to investor relations professionals directly and sell EBN as a way for organizations to improve communications with investors as well as to improve performance.

• Participate in the National Investor Relations Institute Conference.

Marketing: Sales and marketing are the face of any company. Show them the value of EBN and they will sell it internally.

• Identify and reach out to marketing and sales professionals about the service. Engage in conversations with sales to learn about their company and offering. Try to find and exploit areas that are unclear.

• Conduct workshops and events in business school programs, especially marketing and brand management, highlighting the importance of brand values and mission.

• Participate in conferences and events such as the Sustainable Brands Conference which hosts speakers and workshops featuring major US and International brands.

Human Resources: HR professionals are a natural fit for our service.

• Reach out directly to HR managers of companies we have identified as potentially in need of the service.

• Participate in industry conferences and workshops hosted by groups such as the Work Revolution, The Conference Board and the Society for Human Resource Management.

• Partner with an HR service firm such as Linkedin, Taleo or Kenexa, an IBM company as a way to gain access to potential clients.

Revenue StructureOne day session:

For most small to mid-sized business clients, the Everything But Numbers service will be completed in a one day 8 hour session. We request attendance of all executive officers, each group head and two representatives from each group attend the session.

Our fees for the one day program are $5,000 plus the cost of materials and travel.

Follow-up sessions:

We offer group specific follow-up sessions and company wide checkups for organizations that have completed the Everything But Numbers one day program.

Our fees for follow-up sessions are $350 per hour plus materials and travel.

Everything But Numbers Public Workshop:

Everything But Numbers offers limited public workshops where we begin with the purpose finding toolkit. Participants will present what they do and why they do it, and build teams around complimentary skills and shared purpose. They will then build a company around the mapping framework and learn how to incorporate purpose into each layer of their business.

Our fees for public workshops are $250 per participant.