YOSEMITE associates logo v2

Planning Templates Help Generate Value Creating Dialog

Fresh team dialog can help build your company value

I learned first-hand in my leadership career that whenever I introduced certain planning templates in to my team discussions, they helped facilitate enabling new dialog. It’s one thing for you as the leader to ask thought provoking questions of your team, it’s another to leverage a visual template that helps engage your team in fresh new dialog that has them also contributing to asking great new questions.

In our strategic planning process, we have several planning templates we use that engages a team in fresh dialog. And that dialog every time leads to ideas that help protect and build the value, or worth, of the business. Two of my personal favorite strategic thinking templates are the Revenue & Margin Walk and the Product/Service Performance Graphic. If you’re interested in seeing if they can help you enable great new dialog with your team and enable the creation of new company worth within your business, check them out HERE.

And if you have any questions about how to best utilize these, just let us know and we’re happy to have a complimentary call with you.

Refresh the dialog you’re having with your team by introducing enabling planning templates….and start enabling greater company worth creation for your business.

Use Greenpoint Testing to Achieve Your Desired Exit Valuation

It only takes 106 questions, scanning 10 essential business functions, to stress test your readiness for a successful exit.

However, these questions require thoughtful commitment to achieve your desired exit valuation.

During this up to hour-long online testing, you'll see questions such as the following.

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Then, complete the Greenpoint questionnaire to unlock your personalized report, which will reveal any gaps in your planning, pointing to the action steps needed to maximize your desired exit valuation.

Format: Digital

Delivery method: Email

Report included: Your Greenpoint results

Stethoscope Frees You to Work On Your Business, Beyond In It

118 questions, scanning 10 essential business functions, free you to work ON your business, rather than solely IN your business.

With each question requiring thoughtful commitment to identify opportunities to further your success.

During this up to hour-long digital Q&A, you'll see questions such as the following:

Sample Question 02

After internalizing each question, select among three answer options – Agree, Unsure and Don’t Agree – choosing the answer which best describes you and your business.

Complete the Stethoscope questionnaire to unlock your personalized report, which will expose gaps [if any] in your planning, and tips for future growth, resulting in action steps needed to maximize your thinking as a business leader.

Format: Digital

Delivery method: Email

Report included: Your Stethoscope results