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How To Get Your Arms Around A New Situation

In my 30 year career, I have been put into many new situations within different industries ranging from projects that had gotten into the ditch, businesses that were failing, to forming new operations. The following simple, three-step process has served me well in determining what to focus on and in what order:

  1. Find out where the organization is bleeding:

    • Having major quality/operational/service issues

    • Having major cash flow problems

    • Having a major customer dissatisfied and about to leave you

    • Having high turnover of key employees

2. Find out where you are behind:

  • Budgets

  • Projects

3. Establish where you are going and get the organization aligned around it:

  • Mission

  • Vision

  • Core values

  • Strategy

Succinctness and simplicity are what make the above approach so powerful and effective. Indeed, everyone quickly understood what I was focusing on and, more importantly, provided me with the insight I needed to get to the heart of the issues and address them.

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