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We Missed Our Quarterly Numbers

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INTRO
AUTHOR

We Missed Our Quarterly Numbers

To understand why we missed our numbers and to develop concrete solutions to act on immediately

0%

Explain the Problem

JB
What is the problem? Be very specific and use data to support your statements.
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We missed our numbers by 22% 
JB
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Over half the team was under 50% to plan 
JB
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Identify the Causes

JB
What are the sources or causes of the problem? Why do we have this problem? Be very specific.
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Competition has dramatically increased and is coming to market with prices 50% lower 
JB
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Our employees are not well trained on our new product lines 
JB
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Identify the Effects

JB
What effects occur as a result of this problem? How does this problem impact other areas?
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Employee moral is down and attrition will become a risk 
JB
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Our customers don't understand our value in comparison to our competition 
JB
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Propose Some Solutions

JB
How do we solve this problem? What solutions do you propose? Be very specific.
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Develop compete sheets to specifically call out our key differentiators vs our top 3 competitors 
JB
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Conduct a full day training session with all employees and make them take certification test on new product lines 
JB
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New

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ANALYSIS
RHYTHM
METRICS
CULTURE
LEADERSHIP
KEY METRICS
88%
SAME STORE SALES YoY
/
55,786
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88%
REVENUE
/
55,786
88%
EPS
/
55,786
88%
# OF STORES
/
55,786
88%
PROFIT/CUSTOMER
/
55,786
RELATED

Conclusion

Planning process missed the mark
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A cloud that provides our customers faster time to value and improved agility and cost reduction.
JJ
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Created by Mike Leonard
Collaborators
GW
Hi
MB
AL
GW
GW
GW

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Conclusion
Notes
The conclusion of the SWOT Analysis is a concise statement of the current Situation faced by the organization - the Strengths & Weaknesses of the organization and Opportunities and Threats faced from outside the organization. However, this is not really a “conclusion” but the beginning of the hard work - determining possible strategies that are supported by the SWOT Analysis and Competencies & Resources that are in place (or feasible once plans are established). Further, the SWOT is never fully “finished” since new revelations are always coming up and there is often some iteration between direction setting and the need for additional understanding not captured in the earlier SWOT summary.
The conclusion of the SWOT Analysis is a concise statement of the current Situation faced by the organization
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