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It's an evolution, not a revolution.

3-Step Process

1
IDENTIFY

Align on current state and desired destination.

2
Plan

Set the strategy and plan the execution.

3
Activate

Put the plan in motion.

Vision, Mission, Values

Unify your team around a shared picture of what the future looks like. Setting your sights on a vision leads to better decisions about relevant work, potential opportunities, and more. A collaborative mission binds people together powerfully. Having measurable values helps set expectations.

Target Audiences

Identify your ideal prospects, customers, and partners in order to focus your efforts on where they will be most effective.

Products & Services

Review your product and service offerings to identify what you do well and where you may be falling short. This can help you focus your resources on high-performing areas while improving or phasing out offerings that are underperforming.

Pain Points

Collaborate with all departments to assess your pain points in an honest and productive environment. By addressing your pain points, you will identify areas for improvement and develop strategies to address them.

Strategy

HALO provides a strategic framework that takes strategy to a new level by to activating the core aspects of your business. This is the link between your desired destination and how you will get there.

Annual Objectives

Set annual objectives to establish clear goals that align with the overall vision and mission of your business.

Key Results

Measure the progress of your objectives by setting key results that align priorities and foster teamwork within your organization.

Ownership

Assign owners to your key results to clarify responsibilities in your organization. When everyone knows who is responsible for what, there is less confusion and overlap in responsibilities.

Annual Plan

Memorialize the destination, strategy, and planned execution for the next 12 months in a plan that is clear, actionable, and measurable.

Execution

Start by starting. Put the plan in motion by monitoring the right data and information and working toward your desired outcomes. The components are designed to optimize your strategy execution over time, getting you closer to the goal every day.

Track Progress Monthly

Complete feedback loops faster and create insights by gathering feedback and monitoring your progress frequently.

90-Day Report

Assess and share success during quarterly retrospectives. The 90-day cadence means more accurate decision-making when it comes to developing insights and adapting your execution plan.

Modify

Adjust the plan as needed. Be prepared to adjust the plan as circumstances change. If new opportunities arise or if certain strategies are not working as planned, be open to adjusting the plan to ensure that your team stays on track.
1
Identify

Align on current state and desired destination.

Vision, Mission, Values

Unify your team around a shared picture of what the future looks like. Setting your sights on a vision leads to better decisions about relevant work, potential opportunities, and more. A collaborative mission binds people together powerfully. Having measurable values helps set expectations.

Target Audiences

Identify your ideal prospects, customers, and partners in order to focus your efforts on where they will be most effective.

Products & Services

Review your product and service offerings to identify what you do well and where you may be falling short. This can help you focus your resources on high-performing areas while improving or phasing out offerings that are underperforming.

Pain Points

Collaborate with all departments to assess your pain points in an honest and productive environment. By addressing your pain points, you will identify areas for improvement and develop strategies to address them.
Plan
2

Set the strategy and plan the execution.

Strategy

HALO provides a strategic framework that takes strategy to a new level by to activating the core aspects of your business. This is the link between your desired destination and how you will get there.

Annual Objectives

Set annual objectives to establish clear goals that align with the overall vision and mission of your business.

Key Results

Measure the progress of your objectives by setting key results that align priorities and foster teamwork within your organization.

Ownership

Assign owners to your key results to clarify responsibilities in your organization. When everyone knows who is responsible for what, there is less confusion and overlap in responsibilities.

Annual Plan

Memorialize the destination, strategy, and planned execution for the next 12 months in a plan that is clear, actionable, and measurable.
3
Activate

Put the plan in motion.

Execution

Start by starting. Put the plan in motion by monitoring the right data and information and working toward your desired outcomes. The components are designed to optimize your strategy execution over time, getting you closer to the goal every day.

Track Progress Monthly

Complete feedback loops faster and create insights by gathering feedback and monitoring your progress frequently.

90-Day Report

Assess and share success during quarterly retrospectives. The 90-day cadence means more accurate decision-making when it comes to developing insights and adapting your execution plan.

Modify

Adjust the plan as needed. Be prepared to adjust the plan as circumstances change. If new opportunities arise or if certain strategies are not working as planned, be open to adjusting the plan to ensure that your team stays on track.
Holistic Approach

Facilitated Collaboration with All Areas of Your Business

Revenue is the oxygen of your business. Innovation in finance is about finding new and better ways to meet the evolving needs of customers, investors, and businesses in an ever-changing financial landscape.
Revenue is the oxygen of your business. Innovation in finance is about finding new and better ways to meet the evolving needs of customers, investors, and businesses in an ever-changing financial landscape.
Revenue is the oxygen of your business. Innovation in finance is about finding new and better ways to meet the evolving needs of customers, investors, and businesses in an ever-changing financial landscape.
Revenue is the oxygen of your business. Innovation in finance is about finding new and better ways to meet the evolving needs of customers, investors, and businesses in an ever-changing financial landscape.
Revenue is the oxygen of your business. Innovation in finance is about finding new and better ways to meet the evolving needs of customers, investors, and businesses in an ever-changing financial landscape.
Finance
HR
Operations
Marketing
Sales

Holistic Approach

Facilitated collaboration with all areas of your business.
Holistic Approach

Facilitated Collaboration with All Areas of Your Business

Let's talk about achieving your vision.

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