by Bill McBean
Customers
attracting the customer
creating a customer
customer-employee-owner dynamic
keeping the customer
marketing and
over delivery for
selling the customer
targeting of
Data mining
Decision making, on facts not emotions
Destination
Dillard’s Department
Drucker, Peter
The E-Myth (Gerber)
E*Trade
Economy, Peter
Employee-owner dynamic
Employees
business knowledge and
control of
creating company
developing individuals
exiting/succession planning and
fostering positive attitudes
motivation of
ownership and opportunity level
planning and
protection of
Empowerment
Encyclopedia of Business and Finance (Kaliski)
Ethical environment
Exiting a business. See also Moving on (Level 5)
information control and
marketing and customer
points for consideration
professionals involved in
External marketing
Family business
Fannie Mae
Finance
Financial forecast
Financial statements
Ford Motor Company
“Gears of War” video game
General Motors
Generally accepted accounting principles (GAAP)
Gerber, Michael
Goals and objectives
external requirements for
internal requirements for
review questions for
Good to Great (Collins)
Goodwill
Gross profit
Harley-Davidson
Improvement goals
Income (profit-and-loss) statement
Industry knowledge
Information
control of
data gathering
data mining past sales
internal financial information
market information
prioritizing and defining
use of
Internal financial information
Internal marketing
John Deere
Kaliski, Burton
Key jobs
Killer instinct
Killing ground
Kouzes, James M.
Kranz, Eugene
Kroc, Ray
Law of diminishing returns
Leaders
being responsible
communication and
courage, tenacity, and patience of
empowerment and
flexibility of
humility and presence
Leadership
achieving objective
benefits of
building/maintaining teams
by example
common goals and
company cultures and
defining reality
determining objectives
in exiting transition
maintaining success
motivating employees
ownership and opportunity
realities of
self-analysis
survival to success level
in team building
vision for
The Leadership Challenge (Kouzes and Posner)
Lombardi, Vince
Long-term plans
Lovell, James A.
Low-hanging fruit
McDonald’s
Maintaining success (Level 4)
accounting and finance
achieving objectives/goals
analysis, planning, and implementation
asset protection and
attracting the customer
benefits of control
benefits of knowing business
benefits of marketing
benefits of protecting assets
building/maintaining team
business knowledge and
control of employees
control of information
control of processes
control of product
how company competes
how company operates
information gathering
keeping the customer
leadership and
management and
marketing and customers
marketplace as war zone
planning and people
products or services that you sell
protecting people
protecting products or services
selling the customer
successful owner
tangible and intangible assets
Management
competitive analysis
exiting a business
financial performance and customers
leadership and
processes/procedures
Managing for Dummies (Nelson and Economy)
Market information
Market share
Market turf
Marketing
assessment of opportunities
at ownership and opportunity level
benefits of
costs and
creating company’s DNA and
customers and
elements of
from survival to success
internal marketing
macro concepts of
maintaining success and
monitoring the results
moving on level
niche marketing
realities of
Marketing research
Marketplace reputation
Marketplace as war zone
benefits of understanding
creating company’s DNA
financial strength as defense
from survival to success
how business competes
how business operates
maintaining success
moving on and
ownership and opportunity level
products or services for sale
realities of
understanding of
Mental concept
Microsoft
Mission statement
Moving on (Level 5)
accounting and finance
achieving objectives/goal
analysis, planning, and implementation
asset protection
attracting the customer
benefits of control
benefits of planning
business knowledge and
control of employees
control of information
control of processes
control of product
employees and
gathering information
how business competes
how company operates
keeping the customer
leadership and
management and
marketing and customers
marketing research
marketplace as war zone
planning and people
products/services you sell
protecting employees
protecting products/services
protecting tangible/intangible assets
questions for consideration
selling the customer
successful owner
succession process
teams and
Nelson, Bob
Net profit
New market entrants
Niche markets
Nike
Objectives
On Becoming a Leader (Bennis)
Opportunities
evaluation of
finding right opportunity
Oppo
rtunity evaluation
Ownership control
Ownership and opportunity (Level 1)
achieving objectives or goal
analysis, planning, and implementation
asset protection
attracting the customer
benefits of knowing business
building/maintaining a team
control and
control of information
control of people
control of processes
control of product
customers
developing the individual
finding right opportunity
gathering information
how business operates
keeping the customer
knowing the business
leadership and
management and
marketing and
marketplace as war zone
people and
planning and
products or services you sell
protecting employees
protecting products or services
risk vs. reward
selling the customer
tangible/intangible assets
without leadership
People. See Employees
Pfizer
Physical concept
Planning
analysis, planning, and implementation
art and science of
benefits of
determining where business is headed
employees and
goals and objectives
information gathering
long-term plans
moving on and
people and
realities of
as science and art
short-term plans
Planning levels
Policies and procedures
Posner, Barry Z.
Potential buyers, criteria for
Preparing for the future
Price strategy
Pricing
Process control
Product control
Product/services, protection of
Profits, as sufficient
Quality definition
Real estate assets
Return on investment (ROI)
Risk
Sales information
Self-analysis
for ownership fit
Selling process
Services
Seven Habits of Highly Successful People (Covey)
Share sale
Short-term plans
Social media
Strategic planning
Strengths and weaknesses
Successful owner
Succession plan
Survival to success (Level 3)
accounting and finance
achieving objective or goal
analysis, planning, and implementation
benefits of control
benefits of planning
benefits of protecting your assets
building/maintaining a team
business knowledge and
business owner
control of information
control of people
control of processes
control of product
employees
how business competes
how company operates
leadership and
management and
marketing and the customer
marketplace as war zone
planning and
product/services you sell
protecting people
protection of assets
protection of product/services
tangible/intangible assets
Takeover
Tangible/intangible assets
ownership and opportunity
Teams
binding elements/chemistry of
building/maintaining of
creating atmosphere for
developing individuals in the company
exit plan and
Threats
Tickle process
Training
Vision
Walton, Sam
Warrior mentality
Working smarter
X factor