September-October is typically the time that most organizations begin their strategic planning process. Most will focus on answering the following questions:
Where are we now? (current state)
Where are we going? (future state)
How will we get there? (strategy & tactics)
What resources will we need? (people, money, technology, etc)
Who will do what? (strategy owners, participants, etc.)
How will [...]
Filed under: Customer Analysis, Customer Metrics, Strategic Planning | Leave a Comment »
After years of working on “customer” projects it always seems to be the same two “keys” that get a project to show results quickly, or force us into endless meetings to discuss these two mysterious “keys.” With all the thoughtful strategy, market analysis, and product development that happens around “customer” projects you will hit a [...]
Filed under: Banking, Customer Analysis, Customer Metrics | Leave a Comment »
Over the years I have served on the Boards and Committees of several professional associations. It’s great networking, and the meetings are usually great learning opportunities. I often get asked to serve on the Membership Committee due to the nature of my ‘customer relationship’ work. The challenge facing associations is often the same – how to grow and [...]
Filed under: Customer Analysis, Customer Metrics, Customer Strategy, Professional Associations | 2 Comments »
