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

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CHAPTER 7

Value Stream and Value Cycle Accounting

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.

As part of the upgrade to your Management Operating System (MOS) emerging from BARD thinking, it may be helpful to reflect on how your financial reports are generated. As ...

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