What steps do you and your organization take to align vertically?

A strategy pyramid is a visual tool to help guide your organization execute its plans. Elements include:

  • Mission – Why We Exist
  • Values – What’s Important to Us
  • Vision – What We Want to Be
  • Strategy – Our Game Plan
  • Strategy Map – Translate the Strategy
  • Balanced Scorecard – Measure and Focus
  • Targets and Initiatives – What We Need to Do

Vertical alignment within any organization is essential. Business unit objectives at the department level should vertically integrate and align with organization-wide goals.

As teams collaborate through cross-pollination of thought and execution, the financial arm plays an ever-increasing role given its unique lens. This is where financial professionals can position themselves as a value-add. As one ascends into higher levels of management and leadership roles, a shift occurs in competency requirements. A controller, for instance, can transition into a CFO and business partner by developing and polishing leadership and broader business skills.

The following are categorized business competencies that professionals can leverage to position themselves as a value-add for their organization. Again, the emphasis and requirements for each category changes depending on role. A healthy and balanced blend of the competency areas enables a win-win for teams with the desired outcome of vertical alignment.

Technical skills are fundamental to every profession, especially financial. Finance professionals are experts in recording, processing, and analyzing financial information to share with various stakeholders, both internal and external.

Leadership skills transcend position. It’s important to recognize when to follow and when to lead, whether peer-to-peer or strategic leadership.

Business skills should be understood by all finance professionals. Every transaction flows through the finance department. Financial professionals can leverage their knowledge of the business environment as they transform data into information and insight. A deeper understanding of various business functions enables companies to align department-level objectives and outcomes with organization-wide mission and strategies. This leads to improved performance and better positioning the business for the future.

People skills include one’s ability to collaborate, influence decisions, communicate and present both written and orally.

Digital/technology skills are ever-changing. Business and finance professionals should remain relevant, agile, and adaptable to keep pace with technology advancements. Digital skills, liken to leadership, permeates all knowledge and functional areas.

The right leadership, blend of competency at various levels, and to quote Jim Collins, “the right people on the bus, the right people in the right seats” positions organizations to align vertically.

What steps do you and your organization take to align vertically?

It’s Time to Start Growing Your Business

Nam libero tempore, cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime. Nam libero tempore, cum soluta nobis est eligendi optio cumque nihil impedit quo minus id quod maxime.

Analytics

Thinking Creatively while Executing on Objective Evidence and Insight

We value ingenuity while taking an evidence-based approach.

Business Analytics

Business Intelligence

Descriptive Analytics

Diagnostic Analytics

Predictive Analytics

Prescriptive Analytics

Executive

Enabling High-Performance Leadership through Strategic Alignment and Optimization

Are your goals SMART? Do you know your desired outcomes? We start with the why. Performance management tools such as the balanced scorecard and SWOT analysis help you achieve.

Executive Assessment

Executive Coaching

Executive Leadership

Executive Strategy

Governance, Risk & Compliance

Financial

Revealing the Story to Paint a Picture

With nearly 20 years of experience, we’ve seen a thing or two. Lost in the numbers? We can help!

Financial Analysis

Financial Coaching

Financial Leadership

Financial Management

Financial Strategy

Management

Recommending Solutions to Improve Outcomes

Effective and efficient. That’s how we do business. Policies and procedures. Let us be your resource.

Integrated Reporting

Knowledge Management

Management Coaching

Management Disruption

Management EOS

Management Innovation

Management Strategy

Technology

Transforming Information into Knowledge to Lead Success

You have the data. What if you could change it into knowledge? Our process will help you move from just data to insightful information.

Business Analytics

Information Management

Information Systems

Contact Us

Contact Info

260.215.6250 – Direct
260.702.9012 – Cell

Follow On