AI BIZ GURU – Comprehensive Onboarding & User Guide
Welcome to Your AI-Powered Business Transformation
AI BIZ GURU is your elite AI-powered business consultant, delivering actionable insights, strategic recommendations, and performance optimization across all critical business functions. Our platform combines cutting-edge AI with proven methodologies from leading consultancies to help you launch, grow, optimize, and scale your business, achieving maximum results with minimal investment.
Index:
A. Getting Started in 5 Simple Steps
B. Our Expert AI Agents Ecosystem
C. What Makes AI BIZ GURU Unique
D. AI BIZ GURU – Detailed Implementation Plan
A. Getting Started in 5 Simple Steps
1. Define Your Business Objective
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Launch: Building a new business from the ground up
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Grow: Expanding your current business operations
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Optimize: Improving efficiency and performance
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Scale: Preparing for significant expansion
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Transform: Pivoting or restructuring your business model
2. Select Your Starting Agent or Challenge
Choose the most relevant business function to address your primary needs:
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Strategy & Leadership: For vision, direction, and organizational structure
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Financial Intelligence: For funding, valuation, and financial health
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Operational Efficiency: For processes, workflows, and resource optimization
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Innovation & Productivity: For R&D, competitive advantage, and team performance
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Market & Performance: For benchmarking, customer experience, and positioning
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Sales & Growth: For conversion optimization, retention, and marketing effectiveness
3. Answer Context Questions
Provide specific information about your business:
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Industry and business model
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Current stage and challenges
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Key performance metrics
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Available resources and constraints
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Strategic objectives and timeframe
4. Upload Data or Use Sample Inputs
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Import your actual business data for personalized recommendations
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Or use our industry-specific sample data to explore potential scenarios
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Each agent provides clear guidance on required inputs and formats
5. Iterate and Optimize
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Review AI-generated recommendations and reports
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Test different scenarios to compare outcomes
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Refine your inputs based on feedback
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Implement changes and track results
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Return for ongoing optimization as your business evolves
B. Our Expert AI Agents Ecosystem
Strategy & Leadership
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Strategy Generator: Create comprehensive business strategies aligned with your vision
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KPI Pyramid: Build cascading performance metrics across all business levels
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Leadership Insights: Optimize team structure, culture, and management approaches
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Organizational Score: Benchmark organizational health and identify improvement areas
Financial Intelligence & Risk
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Business Plan Generator: Develop investment-ready business plans
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Financial Health Scanner: Analyze financial statements and identify improvement opportunities
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Valuation Expert: Determine business value using multiple methodologies
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Financial Projections: Create multi-year forecasts with scenario planning
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Cash Flow Optimizer: Improve working capital and liquidity management
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Risk Detection: Identify financial, operational, and strategic vulnerabilities
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M&A Analyst: Evaluate acquisition targets and integration strategies
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Funding Readiness: Prepare for investment rounds and optimize capital structure
Operational Efficiency
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Workflow Optimization: Streamline processes and eliminate bottlenecks
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Cost Optimization: Identify savings opportunities without compromising quality
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Supply Chain Efficiency: Improve vendor management and logistics
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Legal Audit: Review compliance and contractual positions
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Project Management: Plan, execute, and track initiatives effectively
Innovation & Productivity
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Innovation Planner: Develop R&D roadmaps and innovation strategies
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Negotiation Coach: Prepare for and execute high-stakes negotiations
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Employee Productivity: Optimize workforce performance and engagement
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Patent/IP Management: Protect and leverage intellectual property assets
Market & Performance
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Customer Experience: Map and enhance customer journeys
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Market Benchmarking: Compare performance against industry standards
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Inventory Management: Optimize stock levels and turnover
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Process & Policy Optimization: Streamline operations and governance
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Tax Optimization: Structure operations for tax efficiency
Sales & Growth
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Sales Conversion: Maximize lead-to-customer conversion rates
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Customer Retention: Reduce churn and increase lifetime value
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Digital Marketing: Optimize channel performance and ROI
C. What Makes AI BIZ GURU Unique
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Consulting Excellence, Democratized: Access methodologies from McKinsey, Bain, BCG, and Big 4 firms at a fraction of the cost
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Learn While Doing: Develop business acumen while solving real problems
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Rapid Iteration: Complete scenario planning in hours instead of weeks
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Integrated Ecosystem: Agents work together, sharing insights across all business functions
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Data-Driven Decisions: Replace guesswork with evidence-based strategies
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Adaptive Intelligence: AI continuously learns from your business context and decisions
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Maximum ROI Focus: Prioritize actions with the highest potential impact
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Flexible Subscription: Affordable monthly access with no long-term commitment
Advanced Features
Cross-Agent Integration
Combine insights from multiple agents to create comprehensive solutions:
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Strategy → KPIs → Financial Projections → Operational Optimization
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Customer Experience → Sales Conversion → Cash Flow → Valuation
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Innovation → Market Benchmarking → Strategy Refinement
Business Simulation
Test complete business models and strategies before implementation:
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Market entry scenarios
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Pricing strategy impacts
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Expansion timing optimization
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Product launch simulations
Performance Tracking
Monitor the impact of implemented recommendations:
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KPI dashboards
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Projection vs. actual comparisons
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ROI analysis of strategic initiatives
Tips for Success
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Think Strategically: Always connect tactical decisions to your long-term vision
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Apply the 100X Principle: Focus on the 20% of actions that deliver 80% of results
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Embrace Iteration: Each refinement cycle dramatically improves outcomes
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Build Your Portfolio: Save outputs and KPIs to create a comprehensive business optimization record
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Connect the Domains: The most powerful insights often emerge at the intersection of different business functions
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Start Where It Hurts: Begin with your most pressing business challenge for immediate impact
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Document Your Journey: Track decisions, implementations, and outcomes to build your business knowledge base
Getting Help
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In-App Guidance: Look for the “?” icon for contextual help
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Knowledge Base: Access our comprehensive resource library at support.aibizguru.com
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Community: Join fellow users in our business optimization community
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Support: Contact our team at support@aibizguru.com
Success Stories
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Startup Founder: “AI BIZ GURU helped me build a business plan that secured $2M in funding after being rejected by 12 VCs.”
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Small Business Owner: “We increased cash flow by 32% in 60 days by implementing the Cash Flow Optimizer recommendations.”
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Department Head: “The Workflow Optimization agent identified inefficiencies that saved our team 15 hours per week.”
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Sales Director: “Our conversion rate increased from 2.4% to 4.1% in just 90 days using the Sales Conversion agent.”
AI BIZ GURU: Maximum Results. Minimum Investment. AI-Powered Excellence.
D. AI BIZ GURU – Detailed Implementation Plan
Program Overview
This comprehensive implementation plan outlines the structure, time investment, critical path, and deliverables. The program is designed to provide a complete hands-on learning with AI Agents, building practical skills while creating tangible business assets.
Program Structure
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Total Program Hours: 180-220 hours
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Recommended Pace: 10-15 hours per week
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Program Duration: 16-20 weeks (Fast Track) or 24-30 weeks (Standard Track)
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Learning Format: Self-paced with AI Agent guidance
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Projects: 27 deliverables across 6 business domains
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Capstone: Integrated business plan or transformation strategy
Implementation Paths
Core Track (Essential Agents)
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Minimum 120 hours
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14 essential AI Agents
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Required for program completion
Specialized Tracks
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Additional 60-100 hours
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Choose 6-10 specialized AI Agents
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Customized to your career goals
1. Strategy & Leadership Domain
Total Hours: 30-40
* Strategy Generator
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Hours: 8-10
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Learning Objectives:
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Master strategic frameworks (SWOT, Porter’s Five Forces, Blue Ocean)
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Develop business vision and mission statements
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Create competitive positioning strategies
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Align resources with strategic priorities
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Required Inputs:
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Industry analysis
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Competitive landscape
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Company capabilities assessment
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Market opportunity evaluation
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Expected Outputs:
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Comprehensive business strategy document
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Strategic priorities roadmap
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Resource allocation plan
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Competitive advantage statement
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Critical Path Position: Phase 1 (Start here)
* KPI Pyramid
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Hours: 7-9
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Learning Objectives:
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Design balanced scorecard metrics
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Create cascading performance indicators
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Align KPIs with strategic objectives
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Develop monitoring and reporting systems
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Required Inputs:
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Strategic objectives
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Departmental goals
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Current performance metrics
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Industry benchmarks
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Expected Outputs:
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Multi-level KPI framework
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Performance dashboard design
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Metric calculation methodologies
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Reporting cadence and structure
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Critical Path Position: Phase 1 (After Strategy Generator)
** Leadership Insights
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Hours: 8-10
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Learning Objectives:
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Develop situational leadership approaches
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Master team motivation techniques
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Create effective delegation frameworks
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Design high-performance team structures
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Required Inputs:
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Organizational structure
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Team composition analysis
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Current leadership styles assessment
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Employee engagement data
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Expected Outputs:
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Leadership development plan
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Team optimization strategy
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Communication framework
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Culture enhancement recommendations
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Critical Path Position: Phase 2
* Organizational Score
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Hours: 7-9
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Learning Objectives:
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Evaluate organizational health
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Identify structural inefficiencies
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Diagnose cultural strengths and weaknesses
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Benchmark organizational practices
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Required Inputs:
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Organizational chart
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Employee survey data
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Process efficiency metrics
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Cultural assessment
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Expected Outputs:
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Organizational health scorecard
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Structural optimization recommendations
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Cultural development roadmap
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Benchmark comparison analysis
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Critical Path Position: Phase 2 (Parallel with Leadership Insights)
2. Financial Intelligence & Risk Domain
Total Hours: 45-55
* Business Plan Generator
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Hours: 10-12
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Learning Objectives:
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Create compelling executive summaries
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Develop comprehensive business models
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Master market and competitor analysis
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Design persuasive investment narratives
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Required Inputs:
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Business concept
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Market research
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Financial projections
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Operational model
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Expected Outputs:
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Complete business plan document
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Executive summary
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Market analysis section
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Operational plan
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Critical Path Position: Phase 1 (Parallel with Strategy)
* Financial Health Scanner
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Hours: 6-8
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Learning Objectives:
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Analyze financial statements
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Calculate and interpret financial ratios
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Identify financial strengths and weaknesses
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Develop financial improvement strategies
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Required Inputs:
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Balance sheet
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Income statement
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Cash flow statement
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Industry benchmarks
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Expected Outputs:
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Financial health assessment report
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Ratio analysis dashboard
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Improvement opportunity identification
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Benchmarking comparison
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Critical Path Position: Phase 2 (After Business Plan Generator)
* Valuation Expert
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Hours: 8-10
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Learning Objectives:
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Apply multiple valuation methodologies
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Conduct discounted cash flow analysis
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Utilize comparable company analysis
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Assess asset-based valuation approaches
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Required Inputs:
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Financial statements
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Growth projections
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Industry comparables
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Asset inventory
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Expected Outputs:
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Business valuation report
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Methodology comparison
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Valuation sensitivity analysis
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Investment recommendation
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Critical Path Position: Phase 3 (After Financial Health & Projections)
* Financial Projections
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Hours: 8-10
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Learning Objectives:
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Create multi-year financial forecasts
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Develop revenue growth models
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Model cost structures and profitability
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Build integrated financial statements
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Required Inputs:
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Historical financial data
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Growth assumptions
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Market size and penetration estimates
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Operational cost structure
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Expected Outputs:
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3-5 year financial projection model
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Revenue forecast by segment
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Expense projections
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Projected financial statements
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Critical Path Position: Phase 2 (After Business Plan Generator)
* Cash Flow Optimizer
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Hours: 6-8
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Learning Objectives:
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Master working capital management
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Develop cash conversion cycle optimization
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Create cash flow forecasting models
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Design liquidity management strategies
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Required Inputs:
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Current cash flow statements
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Working capital metrics
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Seasonality patterns
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Payment and collection terms
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Expected Outputs:
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Cash flow optimization plan
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Working capital improvement strategy
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Cash forecasting model
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Liquidity management recommendations
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Critical Path Position: Phase 3 (After Financial Projections)
* Risk Detection
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Hours: 5-7
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Learning Objectives:
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Identify business vulnerabilities
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Assess probability and impact of risks
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Develop risk mitigation strategies
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Create contingency plans
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Required Inputs:
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Business model analysis
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Market trends
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Operational dependencies
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Financial stability metrics
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Expected Outputs:
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Risk assessment matrix
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Mitigation strategy document
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Contingency planning framework
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Risk monitoring protocol
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Critical Path Position: Phase 3 (Can be done in parallel)
* M&A Analyst (Elective)
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Hours: 8-10
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Learning Objectives:
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Evaluate acquisition targets
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Conduct synergy analyses
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Develop integration strategies
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Structure deals effectively
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Required Inputs:
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Target company information
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Synergy opportunities
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Integration challenges
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Deal structure options
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Expected Outputs:
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M&A opportunity assessment
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Synergy valuation model
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Integration roadmap
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Deal structure recommendation
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Critical Path Position: Phase 4 (After Valuation)
* Funding Readiness (Elective)
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Hours: 5-7
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Learning Objectives:
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Prepare investment materials
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Structure funding requests
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Optimize capital structure
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Develop investor relations strategies
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Required Inputs:
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Business plan
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Financial projections
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Valuation assessment
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Funding requirements
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Expected Outputs:
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Investment readiness assessment
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Pitch deck
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Funding structure recommendation
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Investor relations plan
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Critical Path Position: Phase 4 (After Valuation)
3. Operational Efficiency Domain
Total Hours: 30-40
* Workflow Optimization
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Hours: 8-10
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Learning Objectives:
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Apply lean process methodologies
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Identify and eliminate bottlenecks
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Implement continuous improvement frameworks
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Develop process documentation standards
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Required Inputs:
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Current process maps
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Performance metrics
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Resource allocation
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Time and motion studies
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Expected Outputs:
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Optimized process workflows
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Bottleneck elimination plan
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Standard operating procedures
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Performance improvement metrics
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Critical Path Position: Phase 2 (After Strategy)
* Cost Optimization
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Hours: 6-8
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Learning Objectives:
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Conduct cost structure analysis
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Identify efficiency opportunities
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Develop zero-based budgeting approaches
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Create cost-benefit analysis frameworks
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Required Inputs:
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Detailed cost breakdown
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Activity-based costing data
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Vendor contracts
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Resource utilization metrics
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Expected Outputs:
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Cost reduction strategy
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Efficiency improvement plan
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Make-vs-buy recommendations
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ROI analysis for cost initiatives
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Critical Path Position: Phase 3 (After Financial Health Scanner)
* Supply Chain Efficiency (Elective)
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Hours: 8-10
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Learning Objectives:
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Optimize logistics networks
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Develop vendor management strategies
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Implement inventory optimization models
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Create supply chain risk management plans
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Required Inputs:
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Supply chain network map
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Vendor performance data
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Inventory levels and turns
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Logistics costs and lead times
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Expected Outputs:
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Supply chain optimization strategy
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Vendor management framework
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Inventory optimization model
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Risk mitigation plan
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Critical Path Position: Phase 3 (After Workflow Optimization)
* Legal Audit (Elective)
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Hours: 5-7
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Learning Objectives:
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Assess compliance requirements
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Review contractual positions
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Develop intellectual property strategies
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Create risk management frameworks
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Required Inputs:
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Key contracts
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Compliance requirements
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IP portfolio
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Corporate governance policies
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Expected Outputs:
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Legal compliance assessment
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Contract optimization recommendations
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IP protection strategy
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Governance enhancement plan
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Critical Path Position: Phase 3 (Can be done in parallel)
* Project Management
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Hours: 7-9
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Learning Objectives:
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Master project planning methodologies
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Develop resource allocation frameworks
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Create risk management strategies
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Implement project monitoring systems
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Required Inputs:
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Project scope and objectives
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Resource availability
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Timeline constraints
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Stakeholder requirements
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Expected Outputs:
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Project management framework
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Resource allocation plan
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Risk management protocol
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Monitoring and reporting system
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Critical Path Position: Phase 2 (Can be applied to any domain)
4. Innovation & Productivity Domain
Total Hours: 25-35
Innovation Planner
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Hours: 8-10
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Learning Objectives:
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Create innovation development frameworks
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Design R&D prioritization models
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Develop innovation culture strategies
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Implement stage-gate innovation processes
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Required Inputs:
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Market opportunity analysis
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Technology assessment
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Resource capabilities
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Competitive innovation landscape
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Expected Outputs:
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Innovation strategy roadmap
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R&D prioritization framework
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Innovation culture development plan
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Stage-gate process design
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Critical Path Position: Phase 3 (After Strategy Generator)
* Negotiation Coach (Elective)
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Hours: 5-7
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Learning Objectives:
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Master negotiation preparation strategies
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Develop value-based negotiation approaches
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Create BATNA frameworks
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Design influence and persuasion tactics
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Required Inputs:
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Negotiation objectives
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Counterparty analysis
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Value assessment
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Leverage points
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Expected Outputs:
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Negotiation strategy playbook
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Value proposition framework
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BATNA analysis
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Influence strategy
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Critical Path Position: Phase 3 (Standalone)
* Employee Productivity (Elective)
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Hours: 6-8
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Learning Objectives:
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Optimize team performance systems
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Develop engagement enhancement strategies
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Create skill development frameworks
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Implement performance management systems
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Required Inputs:
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Current productivity metrics
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Team engagement data
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Skill assessment
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Workflow analysis
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Expected Outputs:
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Productivity enhancement plan
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Engagement strategy
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Skill development roadmap
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Performance management framework
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Critical Path Position: Phase 3 (After Organizational Score)
* Patent/IP Management (Elective)
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Hours: 6-8
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Learning Objectives:
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Develop IP portfolio strategies
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Create patent valuation frameworks
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Design IP protection approaches
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Implement IP licensing strategies
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Required Inputs:
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Current IP portfolio
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Competitive IP landscape
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R&D roadmap
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Market opportunity assessment
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Expected Outputs:
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IP portfolio strategy
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Patent valuation model
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Protection recommendation
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Licensing framework
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Critical Path Position: Phase 4 (After Innovation Planner)
5. Market & Performance Domain
Total Hours: 25-35
* Customer Experience
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Hours: 7-9
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Learning Objectives:
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Map complete customer journeys
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Identify experience enhancement opportunities
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Develop persona-based experience strategies
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Create experience measurement frameworks
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Required Inputs:
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Customer feedback data
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Journey touchpoint mapping
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Persona definitions
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Competitive experience benchmarks
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Expected Outputs:
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Customer journey map
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Experience enhancement strategy
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Persona-specific journey designs
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Experience measurement framework
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Critical Path Position: Phase 2 (After Strategy Generator)
* Market Benchmarking
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Hours: 6-8
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Learning Objectives:
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Conduct competitive landscape analysis
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Develop performance benchmarking frameworks
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Create market positioning strategies
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Implement competitive intelligence systems
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Required Inputs:
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Competitor analysis
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Industry performance metrics
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Market share data
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Customer perception research
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Expected Outputs:
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Competitive landscape map
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Performance benchmark dashboard
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Market positioning strategy
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Competitive intelligence framework
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Critical Path Position: Phase 1 (Parallel with Strategy)
* Inventory Management (Elective)
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Hours: 5-7
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Learning Objectives:
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Optimize inventory levels
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Develop forecasting methodologies
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Create ABC classification strategies
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Implement just-in-time approaches
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Required Inputs:
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Current inventory data
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Sales patterns and seasonality
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Supplier lead times
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Carrying costs
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Expected Outputs:
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Inventory optimization model
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Forecasting framework
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Classification system
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JIT implementation plan
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Critical Path Position: Phase 3 (After Supply Chain if taken)
* Process & Policy Optimization (Elective)
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Hours: 5-7
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Learning Objectives:
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Streamline operational processes
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Develop policy governance frameworks
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Create compliance management systems
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Implement continuous improvement methodologies
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Required Inputs:
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Current process documentation
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Policy inventory
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Compliance requirements
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Performance metrics
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Expected Outputs:
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Process optimization roadmap
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Policy governance framework
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Compliance management system
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Continuous improvement protocol
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Critical Path Position: Phase 3 (After Workflow Optimization)
* Tax Optimization (Elective)
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Hours: 5-7
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Learning Objectives:
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Develop tax-efficient business structures
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Create international tax strategies
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Design transfer pricing approaches
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Implement tax compliance systems
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Required Inputs:
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Current tax structure
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International footprint
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Intercompany transactions
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Compliance requirements
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Expected Outputs:
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Tax optimization strategy
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International tax framework
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Transfer pricing model
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Compliance management system
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Critical Path Position: Phase 4 (After Financial Projections)
6. Sales & Growth Domain
Total Hours: 25-35
* Sales Conversion
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Hours: 8-10
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Learning Objectives:
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Optimize sales funnel strategies
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Develop lead qualification frameworks
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Create conversion enhancement approaches
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Implement sales process optimization
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Required Inputs:
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Current sales funnel metrics
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Lead qualification criteria
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Sales process documentation
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Conversion benchmarks
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Expected Outputs:
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Sales funnel optimization strategy
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Lead qualification framework
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Conversion rate improvement plan
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Sales process redesign
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Critical Path Position: Phase 2 (After Customer Experience)
* Customer Retention (Elective)
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Hours: 6-8
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Learning Objectives:
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Develop customer lifetime value models
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Create churn prediction frameworks
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Design loyalty enhancement strategies
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Implement retention measurement systems
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Required Inputs:
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Customer purchase history
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Churn patterns and drivers
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Satisfaction measurements
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Competitive offerings
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Expected Outputs:
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Customer lifetime value model
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Churn prediction framework
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Loyalty strategy
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Retention measurement dashboard
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Critical Path Position: Phase 3 (After Customer Experience)
* Digital Marketing (Elective)
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Hours: 8-10
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Learning Objectives:
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Develop integrated marketing strategies
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Create channel optimization frameworks
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Design content strategy approaches
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Implement marketing ROI measurement
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Required Inputs:
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Current marketing performance
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Channel effectiveness data
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Content inventory and performance
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Marketing budget allocation
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Expected Outputs:
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Integrated marketing strategy
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Channel optimization plan
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Content strategy framework
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ROI measurement model
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Critical Path Position: Phase 3 (After Sales Conversion)
Critical Path Planning
Phase 1: Foundation (Weeks 1-4, 30-40 hours)
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Strategy Generator (8-10 hours)
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KPI Pyramid (7-9 hours)
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Business Plan Generator (10-12 hours)
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Market Benchmarking (6-8 hours)
Phase 2: Core Operations (Weeks 5-8, 40-50 hours)
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Financial Health Scanner (6-8 hours)
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Financial Projections (8-10 hours)
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Customer Experience (7-9 hours)
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Sales Conversion (8-10 hours)
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Workflow Optimization (8-10 hours)
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Project Management (7-9 hours)
Phase 3: Optimization (Weeks 9-12, 40-50 hours)
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Cash Flow Optimizer (6-8 hours)
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Innovation Planner (8-10 hours)
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Cost Optimization (6-8 hours)
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Risk Detection (5-7 hours)
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Leadership Insights (8-10 hours)
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Organizational Score (7-9 hours)
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1-2 Elective Agents based on specialization
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Phase 4: Specialization (Weeks 13-16, 40-50 hours)
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Valuation Expert (8-10 hours)
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4-5 Elective Agents based on specialization
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Capstone Project Integration (15-20 hours)
Capstone Project Options
Entrepreneurship Track
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Complete Business Launch Plan with:
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Strategic roadmap
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Financial model
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Operations plan
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Market entry strategy
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Growth framework
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Corporate Leadership Track
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Business Unit Transformation Strategy with:
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Performance improvement plan
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Team optimization strategy
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Process enhancement roadmap
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Innovation strategy
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Financial projection model
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Consulting Track
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Client Business Advisory Package with:
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Situation assessment
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Recommendation framework
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Implementation roadmap
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Value capture model
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Performance measurement system
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Program Completion Requirements
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Complete all Core Agents (14 required modules)
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Complete at least 6 Elective Agents
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Minimum 180 hours of engaged learning
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Final Capstone Project submission
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80% or higher on Knowledge Assessments