Business OrganizationReorganization Templates Bridge the Gap Consulting LLC

Business Organization/Reorganization Templates Bridge the Gap Consulting, LLC (btgconsulting. biz) 1

Introductory Information • The following templates are intended to help existing businesses during these turbulent times • The value is not in the templates themselves, but what thought, and effort, is put into them • Templates can be modified as needed • Not all templates need to be filled out, only those needed Bridge the Gap Consulting, LLC (btgconsulting. biz) 2

Cash Flow • Cash flow is the life-blood of the business • If a company runs out of cash and unable to obtain financing, it will be unable to pay debts and go under • Attached is a worksheet to help with cash flow projections Bridge the Gap Consulting, LLC (btgconsulting. biz) 3

Income Statement • Financial statement showing profitability over a specific time period • Shows revenue minus expenses and losses • Attached is a template Income Statement Bridge the Gap Consulting, LLC (btgconsulting. biz) 4

Analysis and Strategic Planning • SWOT and/or PEST analysis is a key input into your strategic plan; do not ignore this • Strategic Plan on a Page • Don’t lose sight of your original strategic plan • Modify based on current situation • Share Plan with team so everyone is on the same page • Business Roadmap • Reinforces Strategic Plan on a Page • Focuses on core business areas Bridge the Gap Consulting, LLC (btgconsulting. biz) 5

SWOT Analysis • Strengths • Threats • Weaknesses S W T O • Opportunities Bridge the Gap Consulting, LLC (btgconsulting. biz) 6

PEST Analysis P E S T Political Economic Sociological Technological Bridge the Gap Consulting, LLC (btgconsulting. biz) 7

Business Strategic Plan Template 2020 Strategic Plan 2020 Aspiration [What is it that you want to do in 2020; your overarching goal] 2020 Focus: Key Objectives Objective #1 Objective #2 Objective #3 Objective #4 Initiatives Key Performance Indicators (KPI’s) Target Completion Bridge the Gap Consulting, LLC (btgconsulting. biz) 8

Business Roadmap Operations Milestone Description Sales Milestone Description Product Milestone Description Marketing Milestone Description Finance Technology Milestone Description Q 1 20 YY Q 2 Q 3 Q 4 Q 1 Q 2 Bridge the Gap Consulting, LLC (btgconsulting. biz) 20 YY Q 3 Q 4 Q 1 20 YY Q 2 Q 3 Q 4 9

Value Chain Technology Procurement Outbound Logistics Marketing and Sales Service gi n Operations & Manufacturing ar Inbound Logistics M Support Activities Human Resources n gi Primary Activities ar M Firm Infrastructure Sourcing and procurement systems Suppliers Customer relationship management systems Industry Value Chain Distributor Firm Merchant Customers 10 Bridge the Gap Consulting, LLC (btgconsulting. biz)

Organizational Chart Creation • Graphically displays the organizational structure to meet business objectives • Shows relationships between staff members and management • Everyone is clear on one another’s roles • Input into reorganizing when a business expands or contracts • There are two examples; an “as-is” (what the organizational structure is today) and “to-be” (what the organizational structure will be in the future) Bridge the Gap Consulting, LLC (btgconsulting. biz) 11

Organizational Chart – Current State CEO CMO Sales Mgr Marketing COO Advertising CFO Mfg Accounting Finance CIO Controller App Dev HR Dir HR Admin Sales Rep Mktg Mgr Ad Mgr Implementation AR Infrastructure Sales Rep Ad Agency Ad Coordinator Supply Chain AP Help Desk Bridge the Gap Consulting, LLC (btgconsulting. biz) HR 12

Organizational Chart – Future State CEO CMO Sales Mgr Sales Rep COO Marketing & Advertising Manager Mfg Supply Chain CFO HR Accounting HR Mgr Ad Coordinator Bridge the Gap Consulting, LLC (btgconsulting. biz) Finance CIO Controller App Dev AR Infrastructure AP Help Desk 13

Workflow Development • The importance of creating workflows: • • • More insight into business processes Identify redundancies & increase efficiencies Increased accountability knowing who does what Improved communication between areas Improved quality • The following are three examples of flows you can create with your teams • These will be created twice; an “as-is” (how it’s done today) and “to-be” (how it will be done in the future • Prioritize changes to be made in the workflow; don’t try to do them all at once Bridge the Gap Consulting, LLC (btgconsulting. biz) 14

Process Flow Template 1 Process Step 3 Step 4 Step 7 Step 1 Step 2 Step 5 Step 6 Bridge the Gap Consulting, LLC (btgconsulting. biz) Finish 15

Process Flow Template 2 Bridge the Gap Consulting, LLC (btgconsulting. biz) 16

Process Flows – Value Stream Mapping Overall Control Client Supplier Information Flow Production Flow Process #1 Process #2 Process #3 Process #4 • Step 1 • Step 2 • Step 3 Time Ladder Lead Time Step 1 Days Lead Time Bridge Gap Consulting, LLC (btgconsulting. biz) Stepthe 2 Days Step 3 Days Lead Time Step 4 Days Lead Time Process Time 17

Decision Tree • Decision support tool • Focus on decisions, outcomes and consequences • Used as the company makes decisions about shifting markets and consumer needs Bridge the Gap Consulting, LLC (btgconsulting. biz) 18

Decision Tree for Decision Making No Yes Yes No No Yes Bridge the Gap Consulting, LLC (btgconsulting. biz) No No 19

Communication Planning • Communication is critical right now • Planning for communication can help you prioritize and schedule this activity • Assign communication tasks if possible • Stakeholders/people you may communicate with are: • • Employees Investors Board Members Vendors Consultants Media/Social Media Anyone else Bridge the Gap Consulting, LLC (btgconsulting. biz) 20

Communication Planning Stakeholder (Who) Assumptions Info to Communicate Method Timing/Frequency Sender Constraints Bridge the Gap Consulting, LLC (btgconsulting. biz) 21