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Mastering Leadership Alignment by Andrew Bargerstock, J.W. Ballard

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CHAPTER 4

Link Financial Drivers, Disconnects, and KPIs

Ballard’s Alignment and Reporting Disciplines

1.  Map and Identify: Map the sequence of VCAs; identify disconnects.

2.  Analyze and Project: Three-bottom-line analysis with rolling cash flow projections.

3.  Define and Link: Define financial drivers and disconnects; develop key KPIs linking activities and transactions.

4.  Engage and Align: Engage leaders and staff by aligning on both true core facts and desired outcomes.

5.  Monitor and Report: Regularly monitor performance in periodic huddles using outcome-driven agendas.

Ballard’s Dictum: Activity Precedes Transaction in All Cases

In this chapter, you will see how to begin creating behavioral and financial scoreboards to effectively ...

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