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Value Creation Blog

Do Your KPI’s Make Sense? Wealth Management and Financial Planning: VT

Wealth Management in Burlington, VTKey Performance Indicators (KPI’s) are all over the place.  You read about having good metrics in your business.  Great measurements help you move forward.  Lousy metrics just give you information and the information is often more confusing than helpful.

If it’s simple it’s clear.

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Topics: key metrics, Key Performance Indicators (KPI), measurement


What Are Hidden Metrics And Why Should You Care?

key_metrics-1I recently wrote a post in the NY Times on the concept of hidden metrics. A hidden metric is a measurement that you use in your company that is not included in your normal financial statements. It’s usually something you’ve developed that helps you understand your business better.

Hidden metrics are prospective.

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Topics: key metrics, value creation, communication


This Question Can Change Your Life

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Topics: key metrics, business coaching, asking why


Looking For Improvement, Manage The Challenges

innovation2 resized 600Innovation never goes in one direction.  You’ll take one step forward and two steps back.  Then, you’ll take three steps forward and one step back. 

Managing the forward steps is easy.  Everyone is excited about positive changes that are being made.  The hard part is when you take a step or two back.  It’s easy to say things just aren’t working and stop the project all together.

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Topics: key metrics, cultural change, innovation


The Hardest Thing In Business Is Going From Zero To One

business systemsIf you own a business you know a little secret: starting anything is harder than keeping something going.  Getting the first is a real challenge.  It doesn’t matter whether it’s your first customer or getting your first employee.  Once you get past zero it starts getting easier.

Build your systems from day one.

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Topics: key metrics, systems, business coaching


4 Reasons You Need To Get The Scary Things In The Open

the closet monster  resized 600I’ve been working on Lean activities with many of my clients over the past year.  One of the things I’m finding is how bad the reporting systems companies have are.  Instead of getting all of the problems out in the open companies go to great lengths to hide them.

Start with your financial reporting package.

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Topics: key metrics, business coaching, value creation


5 Things To Think About To Make Your Business Better

Key metrics and trends resized 600In a small business the most important number is often the one that tells you how much cash you have on hand.  You will find that this number doesn’t exist in a profit and loss statement.  It is on the balance sheet, but by the time you see it the number is out of date.

The second group numbers you may want to know is how long your cash will last, what is the expected amount of cash you’ll receive in the next week, and how much cash will you have to pay out over the next week.  As with your cash number you can figure it out from your financial statements, but by the time you do it’s out of date.

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Topics: key metrics, business coaching, for business owners, Key Performance Indicators (KPI)


The Truth Is Cash Is King

Cash is King resized 600In a small business the most important number is often the one that tells you how much cash you have on hand.  You will find that this number doesn’t exist in a profit and loss statement.  It is on the balance sheet, but by the time you see it the number is out of date.

The second group numbers you may want to know is how long your cash will last, what is the expected amount of cash you’ll receive in the next week, and how much cash will you have to pay out over the next week.  Again, none of these numbers will show up in your financial statements.

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Topics: key metrics, business coaching, for business owners, Key Performance Indicators (KPI)


It's The Journey, Not The Destination

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Topics: key metrics, mission vision values and goals, wealth management, learning experiences, goals, Key Performance Indicators (KPI)


Where Checklists Are Important

Key Metrics

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Topics: key metrics, for business owners, Focus, Key Performance Indicators (KPI)


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