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Building Better Teams in Small Businesses
Will cover:
Anticipate - Planning - Execute

Alternatives
ā€¢ā€Æ strategically differentiated approaches

Social Media ā€“ 
ā€¢ā€Æ why it matters 
ā€¢ā€Æ what it looks like now & in the future
ā€¢ā€Æ how to optimize
	
 Ā 
Small and medium-sized businesses (SMEs) play a
signiļ¬cant role in the business landscape in Canada. 

Small is the status quo
98.2% of businesses in Canada have less
than 100 employees
Small businesses contribute more than 30% to
Canadaā€™s GDP
	
 Ā 
Net growth of small business is
9,000 per year on average
	
 Ā 
Source: BDC Small Business Week 2013
Strategic Responsibilities
(WHAT)


The challenge for small companies
Talent Strategy | Financial Performance | Business Strategy
Operational Responsibilities
(HOW)

=
Leaders Must Think of Everything with Limited
Resourcing Options
Human Resources | Finance & Administration | Governance
What is the problem? 
SMEs need a way to service their core business
functions - quickly, efļ¬ciently, and cost-effectively. 
	
 Ā 
Full-Time Hires >> Not always a solution
Too Expensive, Not Enough Work,
Limited Scope 
Time >> market window, early wins,
individuals doing many jobs
Money >> resources are very limited
Anticipating, Focus, Plan, Execute
Corporate Operations
Total
Addressable
Market
Early Stage Focus:
NEW CUSTOMERS
Sales, Product Marketing Focus
ā€¢ā€Æ New products
ā€¢ā€Æ New features
ā€¢ā€Æ New customers
Product Strategy
Design & Development
Manufacturing & Test
Delivery & Support
Business phases
and organizational
growth
Corporate Operations
Total
Addressable
Market
Early Stage Focus:
NEW CUSTOMERS
Sales, Product Marketing Focus
ā€¢ā€Æ New products
ā€¢ā€Æ New features
ā€¢ā€Æ New customers
Product Strategy
Design & Development
Manufacturing & Test
Delivery & Support
Business phases
and organizational
growth
Corporate Operations
Total
Addressab
le Market
 Early Stage Focus:
NEW CUSTOMERS
Sales, Product Marketing Focus
ā€¢ā€Æ New products
ā€¢ā€Æ New features
ā€¢ā€Æ New customers
Product Strategy
Design & Development
Manufacturing & Test
Delivery & Support
Total Addressable Market
Corporate Operations
Sales, Product Marketing
Product Strategy
Design & Development
Delivery & Support
Manufacturing & Test
Existing Customers &
Maturing Products
New Customers
& Products
Future Customers &
Products
Matured Organizational State
Total Addressable Market
Corporate Operations
Sales, Product Marketing
Product Strategy
Design & Development
Delivery & Support
Manufacturing & Test
Existing Customers &
Maturing Products
New Customers
& Products
Future Customers &
Products
Matured Organizational State
Total Addressable Market
Corporate Operations
Sales, Product Marketing
Product Strategy
Design & Development
Delivery & Support
Manufacturing & Test
Existing Customers &
Maturing Products
New Customers
& Products
Future Customers &
Products
Matured Organizational State
TEAM	
 Ā DNA	
 Ā ā€“	
 Ā 
FOUNDER	
 Ā 
FOCUSED	
 Ā 
Corporate Operations
Sales, Product Marketing
Product Strategy
Design & Development
Delivery & Support
Manufacturing & Test
Planning for success
2
 4
 1
 5
 3
Five key organization functions
1.ā€Æ Continue focus on winning new customers 
2.ā€Æ Support existing customers/products
3.ā€Æ Pay attention to future markets/products
4.ā€Æ High quality support to mature
customer/product
5.ā€Æ High quality realization of new
customers/products
Existing Customers &
Maturing Products
New Customers
& Products
Future Customers &
Products
Sales
Product
Design
NEW PRODUCT
NOW
 LATER
Gravitates to the
newest, the
best, now.
Gravitates to
released design,
when it is ready.
MATURE EXISTING PRODUCT
Team DNA
Product
Design
Sales
Finance,
Operations,
Delivery, Support
Gravitates to predictability
and precision
Team DNA
NEW PRODUCT
NOW
 LATER
MATURE EXISTING PRODUCT
Product
Design
Sales
Product
Strategyā€Ø

Balances all competing
business DNA forces
ā€¢ā€Æ Technology intelligence
ā€¢ā€Æ Customer intelligence
ā€¢ā€Æ Business intelligence
NEW PRODUCT
NOW
 LATER
MATURE EXISTING PRODUCT
Finance,
Operations,
Delivery, Support
Team DNA
Product
Design
Sales
Product
Strategyā€Ø

ā€¢ā€Æ Product features
ā€¢ā€Æ Product Mix
ā€¢ā€Æ Addressable markets
ā€¢ā€Æ pricing strategies
ā€¢ā€Æ Positioning
ā€¢ā€Æ Product road map
NEW PRODUCT
NOW
 LATER
MATURE EXISTING PRODUCT
Finance,
Operations,
Delivery, Support
Team DNA
Organizational
Eļ¬€ectiveness

ā€¢ā€Æ People
ā€¢ā€Æ Processes
ā€¢ā€Æ Technology
ā€¢ā€Æ Vision on organization
Bus Dev & Sales

ā€¢ā€Æ Identifying opportunities 
ā€¢ā€Æ Deliver opportunities 
ā€¢ā€Æ Inļ¬‚uence market decision
makers
Financial Stewardship

ā€¢ā€Æ Financial realities & ļ¬nancial
risks
ā€¢ā€Æ Report on ļ¬nancial health
ā€¢ā€Æ Identifying opportunities to
support growth
Product/Services
Delivery

ā€¢ā€Æ Deļ¬ne operational
vision
ā€¢ā€Æ Deliver (people;
technology; processes)
Industry/Subject Expert

ā€¢ā€Æ Deep SME
ā€¢ā€Æ Respected and
knowledgeable
ā€¢ā€Æ Communicates with industry
& translate internally
Executive Leader
(CEO)

ā€¢ā€Æ Outward facing
ā€¢ā€Æ Governance
ā€¢ā€Æ Sets highest level
direction and tone form
the top
Roadmap - Key Functions For Organization Success 
WHAT TO CREATE AND OFFER
HOW TO DELIVER
Organizational
Eļ¬€ectiveness

ā€¢ā€Æ People
ā€¢ā€Æ Processes
ā€¢ā€Æ Technology
ā€¢ā€Æ Vision on organization
Bus Dev & Sales

ā€¢ā€Æ Identifying opportunities 
ā€¢ā€Æ Deliver opportunities 
ā€¢ā€Æ Inļ¬‚uence market decision
makers
Financial Stewardship

ā€¢ā€Æ Financial realities & ļ¬nancial
risks
ā€¢ā€Æ Report on ļ¬nancial health
ā€¢ā€Æ Identifying opportunities to
support growth
Product/Services
Delivery

ā€¢ā€Æ Deļ¬ne operational
vision
ā€¢ā€Æ Deliver (people;
technology; processes)
Industry/Subject Expert

ā€¢ā€Æ Deep SME
ā€¢ā€Æ Respected and
knowledgeable
ā€¢ā€Æ Communicates with industry
& translate internally
Executive Leader
(CEO)

ā€¢ā€Æ Outward facing
ā€¢ā€Æ Governance
ā€¢ā€Æ Sets highest level
direction and tone form
the top
WHAT TO CREATE AND OFFER
HOW TO DELIVER
	
 Ā 
	
 Ā 
	
 Ā 
	
 Ā 
Product/Service
Strategy

ā€¢ā€Æ Opportunities
ā€¢ā€Æ Capabilities
ā€¢ā€Æ Strategic Direction
Roadmap - Key Functions For Organization Success
market
Run the
business
Deļ¬ne ā€˜Whatā€™
product
Design
Build 
& Test
Reach 
& Sell
FOCUS
Deliver 
&
Support
WHAT
CEO

CFO

Prod.
Mgmt.

Prod.
Market.

Bus.
Dev.
CTO

Head of
R&D

Head of
R&D

Design
Leaders

Head of
Ops. 

Head of
Manufact.

Marketing
& Comms

Sales

Bus. Dev.

Prod.
Market.

Head of
Customer
Support

Sales Eng.


HOW
Controller
Accountant
Oļ¬ƒce Mgr.
HR
Purchasing
IT
Market
Research

Market
collateral
- Tech.
planners

Research
-Engineer
-Scientists
- QA
- PM
- Project
manage
- Manufact.
- Supply
chain
- Tech.
- Research
assistant
- assemble
-Marcomm
-Support
- Sales
Engineer
-Media 
Relations
-Sales
Support
- Supply
Chain
- Logistics
- Install &
Test
- support
- training
- Customer
Support

Roadmap - Key Functions For Organization Success
Formation
Technical
Milestones
Proofof
Concept
V.1
Product
V.1GA
Product
V.2
Product
V.2GA
Product
Financial
Milestones
Seed
Funding
Series
A
Series
B
Strategic
Revenue
+Margin
Revenue
Yearly
Revenue
Growth
Quarterly
Revenue
Growth
Series
C
IPO/M&A
Customer
Milestones
Compan
yLaunch
Early
Custome
rBD
Customer
Trials
Strategic
Customer
Sales
Repeat
Sales
Repeat
Sales
Repeat
Sales
New
Account
s
New
Account
s
New
Accounts
V.1
Sustaining
V.2
Sustaining
Organizational
Milestones
CEO
R&D
Lead
CFO
(P/T?)
PL
M
Sr. R&D
Marcomm
s
Int./Jr.
R&D
BD/
Sales
QA
SEā€™
s
Sales
(Hunter)
Sales
(Farmer)
CTO
Sales
Support
Customer
Support
HR 
(P/T?)
VP
Sales
VP
Marketing
Admin.
Support
 CFO
(F/T)
Accountant
COO?
HR 
(F/T?)
Company Stage ā€“ business inļ¬‚ection points
Pre-revenue
 Early revenue
 Repeatable
revenue
Maturing
Products
Major Revenue
Growth
Planning
Workforce Planning Challenges
Time	
 Ā 
Corporate	
 Ā Leadership	
 Ā and	
 Ā Opera<ons	
 Ā 
Build,	
 Ā deliver	
 Ā &	
 Ā support	
 Ā 
Design	
 Ā &	
 Ā development	
 Ā 
Marke<ng	
 Ā &	
 Ā Sales	
 Ā 
Headcount	
 Ā 
Product	
 Ā 	
 Ā deļ¬ni<on	
 Ā roles	
 Ā 
Revenue and cash ļ¬‚ow will likely not cooperate
with your workforce plans
 Plan
Actual
Finding
People
Time
CoreHeadcount
Build, deliver & support
Corporate Leadership and Operations
Design & development
Marketing & Sales
Product deļ¬nition roles
FlexResourcing
ALTERNATIVES - Workforce Planning
ALTERNATIVES ā€“ Virtualized Talent
Why This Model Works
Sustainable approach to
resourcing key business
functions
Compelling team
atmosphere for
individuals joining BSG
Business model can
scale and thrive 
ā€¢ā€Æ Flexible, Scalable
ā€¢ā€Æ Affordable
ā€¢ā€Æ Full Coverage
ā€¢ā€Æ Business-Centric
ā€¢ā€Æ Experienced
Practice Leaders
Oversee Team,
Clients
ā€¢ā€Æ Low Fixed-Costs
ā€¢ā€Æ Scalable Resourcing
ā€¢ā€Æ Creates Individual
Opportunities
ā€¢ā€Æ Rich Collaboration
ā€¢ā€Æ Connectedness
ā€¢ā€Æ Efļ¬ciencies and
Economies of Scale
For COMPANIES
 As a BUSINESS
 For INDIVIDUALS
Features
 Features
 Features
Human Resources
Strategic & Operational
ā€¢ā€Æ Executive HR Leadership
ā€¢ā€Æ Organization Design 
ā€¢ā€Æ Training & Development
ā€¢ā€Æ Talent Management
ā€¢ā€Æ Strategic HR Planning
ā€¢ā€Æ Recruitment
ā€¢ā€Æ Policy Development &
Compliance
ā€¢ā€Æ Compensation & Beneļ¬ts
Finance & Administration
Virtual CFO
 Bookkeeper
Member of management
team. Senior ļ¬nancial
oversight 
Operational accounting
support (accurate,
timely day-to-day
transactional)
ā€¢ā€Æ Cost-Effective
ā€¢ā€Æ Sustainable
ā€¢ā€Æ Long-Term
ā€¢ā€Æ Scalable
ā€¢ā€Æ Flexible 
(As Needed)
	
 Ā 
ā€¢ā€Æ Financial Oversight
ā€¢ā€Æ Forecasting/Budgeting/Cash Flow
ā€¢ā€Æ Leading Business Indicators
ā€¢ā€Æ Financing Strategies
+ =
Strategy & Governance
ā€¢ā€Æ Corporate Governance
Best Practices
ā€¢ā€Æ Board Effectiveness
ā€¢ā€Æ Advisory Board 
ā€¢ā€Æ Executive Team
Effectiveness
ā€¢ā€Æ Business Mentoring
ā€¢ā€Æ Succession Planning
ā€¢ā€Æ Strategic Planning
ā€¢ā€Æ Business Strategy
New Alternative Sources of Talent
Contests
Complementors
Collaborative
Communities
Labour
Markets
Harvard Business Review
ā€œUsing the Crowd as an Innovation Partnerā€
By: Kevin Boudreau & Karim Lakhani, April 2013
Framework for crowd work processes
WORK
task
decomposition
WORKERS
job design
platform
hierarchy reputation
motivation
task assignment
OUTPUT
workļ¬‚ow
Proposed framework for future crowd work processes to support complex
and interdependent work.
A. Kittur1, J. Nickerson2, M. Bernstein3, E. Gerber4, A. Shaw4, J. Zimmerman1, M. Lease5, J. Horton6
1Carnegie Mellon University, 2Stevenson Institute of Technology, 3Stansford University, 4Northwestern University, 5University of Texas Austin, 6oDesk
collaboration
real-time work
quality assurance
crowds AI
Social Media
Harvard Business Review, March 2015
ā€œIs Social Media Actually Helping Your Companyā€™s Bottom Line?ā€
By: Frank Cespedes
ā€¢ā€Æ building brand as an employer of choice
ā€¢ā€Æ reaching communities for a longer
conversation
Questionable
practices
ā€¢ā€Æ buying likes
ā€¢ā€Æ viewed ads appear for < 1 second
What is it
about? 
ā€¢ā€Æ not about selling
ā€¢ā€Æ about building awareness
Value for
companies
The Job Advertising Eco-system
ā€¢ā€Æ Job Boards
ā€¢ā€Æ Job Aggregators
More	
 Ā job	
 Ā boards	
 Ā than	
 Ā you	
 Ā can	
 Ā shake	
 Ā a	
 Ā s<ck	
 Ā at	
 Ā 
Research:
ā€¢ā€Æ Spend time on the Internet as a job-seeker. Which
sites have the best SEO?
ā€¢ā€Æ Ask colleagues, employees and others in your
industry.
ā€¢ā€Æ Donā€™t ask Google, ā€œWhat are the best job boards?ā€
- The answers will be sponsored content.
ā€¢ā€Æ Donā€™t be seduced by niche job boards. Ready-
made software packages enable just about
anybody to create a job board.
ā€¢ā€Æ And most importantlyā€¦
How	
 Ā do	
 Ā you	
 Ā cut	
 Ā out	
 Ā the	
 Ā NOISE?	
 Ā 
ā€¢ā€Æ Measure the results of your job posting activities
and leverage those metrics to make better
decisions in the future. 
ā€¢ā€Æ Donā€™t simply remember where your last hire
came fromā€¦


ā€¦Build	
 Ā Recrui<ng	
 Ā Intelligence	
 Ā 
Cost	
 Ā  Applicants	
 Ā  Strong	
 Ā 
Candidates	
 Ā 
Hired	
 Ā 
Job	
 Ā Board	
 Ā 1	
 Ā  $250	
 Ā  50	
 Ā  8	
 Ā  0	
 Ā 
Job	
 Ā Board	
 Ā 2	
 Ā  $300	
 Ā  75	
 Ā  1	
 Ā  1	
 Ā 
Which	
 Ā job	
 Ā board	
 Ā is	
 Ā beRer?	
 Ā 
Cost	
 Ā  Hired	
 Ā 
Job	
 Ā Board	
 Ā 1	
 Ā  $250	
 Ā  0	
 Ā 
Job	
 Ā Board	
 Ā 2	
 Ā  $300	
 Ā  1	
 Ā 
Are you sure?...	
 Ā 
ā€¢ā€Æ Also known as web crawlers and job search
engines
ā€¢ā€Æ These are search engines that crawl the web
and aggregate jobs in one place, one list, based
on your search terms.
ā€¢ā€Æ Job aggregators such as Indeed, SimplyHired,
and Eluta can ļ¬nd jobs on your website if each
job has its own URL and a clearly identiļ¬ed job
location - Eg:
Application Software Developer - Oakville

Job	
 Ā Aggregators	
 Ā 
Job	
 Ā Aggregators	
 Ā can	
 Ā increase	
 Ā the	
 Ā visibility	
 Ā of	
 Ā 
the	
 Ā jobs	
 Ā on	
 Ā your	
 Ā Careers	
 Ā page	
 Ā 
	
 Ā 
	
 Ā  	
 Ā 
	
 Ā 	
 Ā  	
 Ā 	
 Ā 
	
 Ā 	
 Ā  	
 Ā  	
 Ā  	
 Ā 
Aggregator	
 Ā 
Ac>vate!	
 Ā 
ā€¢ā€Æ We continue to have success posting
professional jobs on LinkedIn. But part of that
success comes from knowing how to leverage
LinkedIn. Stay tunedā€¦
ā€¢ā€Æ We also use Indeed, which is an aggregator and
a job board with excellent SEO.
ā€¢ā€Æ Posting a job is simple and free.
ā€¢ā€Æ Indeed might already be ļ¬nding the jobs on your
Careers page. If not, get in touch with an Indeed
rep to ļ¬nd out how Indeed can ā€œindexā€ these jobs.
Where	
 Ā do	
 Ā we	
 Ā post?	
 Ā 
Networks: Your Best
Recruiting Tool
ā€¢ā€Æ If ļ¬nding a job is all about networking, the
obvious corollary is that ļ¬lling a job is all about
networking too.
ā€¢ā€Æ Your networks ā€“ personal and professional ā€“
represent rich pools of potential hires. All the
more so if youā€™re an executive or a player in the
industry.
ā€¢ā€Æ Social media are the tools through which you
can tap into your networks.
ā€œItā€™s	
 Ā all	
 Ā about	
 Ā who	
 Ā you	
 Ā know.ā€	
 Ā 
ā€¢ā€Æ Share your LinkedIn jobs to your network and to
groups that you belong to.
ā€¢ā€Æ Encourage employees, including and especially
the leadership team, to share the job on their
LinkedIn accounts. 
ā€¢ā€Æ Encourage your leadership team to tweet the
job.
ā€¢ā€Æ Career opportunities have a ton of credibility
when they come from executives.
Disseminate	
 Ā your	
 Ā jobs	
 Ā through	
 Ā social	
 Ā media	
 Ā 
ā€¢ā€Æ Encourage employees, including and especially
the leadership team, to share the job on their
LinkedIn accounts. 
ā€¢ā€Æ Simply go to your LinkedIn homepage and
paste the jobā€™s URL here:
Share	
 Ā a	
 Ā job	
 Ā through	
 Ā LinkedIn	
 Ā 
ā€¢ā€Æ Tweet the URL along with an image and a short
message.
ā€¢ā€Æ Programs like Hootsuite or BufferApp usually
automatically shorten URLs for tweets. Bitly.com
can also shorten and improve the look of a URL.
Share	
 Ā a	
 Ā job	
 Ā through	
 Ā TwiRer	
 Ā 
ā€¢ā€Æ Research appropriate job boards for your
sector/target market
ā€¢ā€Æ Use networks and social media to push out jobs
for a broader reach
ā€¢ā€Æ Use correct techniques when posting jobs to
careers page to attract aggregators
ā€¢ā€Æ Keep track of key metrics
ā€¢ā€Æ How many applicants come in and where the
strongest applicants come from 
Developing	
 Ā a	
 Ā Strategy	
 Ā 

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Recruiting and Building a Founding Team - Margo Crawford

  • 1. Building Better Teams in Small Businesses
  • 2. Will cover: Anticipate - Planning - Execute Alternatives ā€¢ā€Æ strategically differentiated approaches Social Media ā€“ ā€¢ā€Æ why it matters ā€¢ā€Æ what it looks like now & in the future ā€¢ā€Æ how to optimize Ā 
  • 3. Small and medium-sized businesses (SMEs) play a signiļ¬cant role in the business landscape in Canada. Small is the status quo 98.2% of businesses in Canada have less than 100 employees Small businesses contribute more than 30% to Canadaā€™s GDP Ā  Net growth of small business is 9,000 per year on average Ā  Source: BDC Small Business Week 2013
  • 4. Strategic Responsibilities (WHAT) The challenge for small companies Talent Strategy | Financial Performance | Business Strategy Operational Responsibilities (HOW) = Leaders Must Think of Everything with Limited Resourcing Options Human Resources | Finance & Administration | Governance
  • 5. What is the problem? SMEs need a way to service their core business functions - quickly, efļ¬ciently, and cost-effectively. Ā  Full-Time Hires >> Not always a solution Too Expensive, Not Enough Work, Limited Scope Time >> market window, early wins, individuals doing many jobs Money >> resources are very limited
  • 7. Corporate Operations Total Addressable Market Early Stage Focus: NEW CUSTOMERS Sales, Product Marketing Focus ā€¢ā€Æ New products ā€¢ā€Æ New features ā€¢ā€Æ New customers Product Strategy Design & Development Manufacturing & Test Delivery & Support Business phases and organizational growth
  • 8. Corporate Operations Total Addressable Market Early Stage Focus: NEW CUSTOMERS Sales, Product Marketing Focus ā€¢ā€Æ New products ā€¢ā€Æ New features ā€¢ā€Æ New customers Product Strategy Design & Development Manufacturing & Test Delivery & Support Business phases and organizational growth
  • 9. Corporate Operations Total Addressab le Market Early Stage Focus: NEW CUSTOMERS Sales, Product Marketing Focus ā€¢ā€Æ New products ā€¢ā€Æ New features ā€¢ā€Æ New customers Product Strategy Design & Development Manufacturing & Test Delivery & Support
  • 10. Total Addressable Market Corporate Operations Sales, Product Marketing Product Strategy Design & Development Delivery & Support Manufacturing & Test Existing Customers & Maturing Products New Customers & Products Future Customers & Products Matured Organizational State
  • 11. Total Addressable Market Corporate Operations Sales, Product Marketing Product Strategy Design & Development Delivery & Support Manufacturing & Test Existing Customers & Maturing Products New Customers & Products Future Customers & Products Matured Organizational State
  • 12. Total Addressable Market Corporate Operations Sales, Product Marketing Product Strategy Design & Development Delivery & Support Manufacturing & Test Existing Customers & Maturing Products New Customers & Products Future Customers & Products Matured Organizational State TEAM Ā DNA Ā ā€“ Ā  FOUNDER Ā  FOCUSED Ā 
  • 13. Corporate Operations Sales, Product Marketing Product Strategy Design & Development Delivery & Support Manufacturing & Test Planning for success 2 4 1 5 3 Five key organization functions 1.ā€Æ Continue focus on winning new customers 2.ā€Æ Support existing customers/products 3.ā€Æ Pay attention to future markets/products 4.ā€Æ High quality support to mature customer/product 5.ā€Æ High quality realization of new customers/products Existing Customers & Maturing Products New Customers & Products Future Customers & Products
  • 14. Sales Product Design NEW PRODUCT NOW LATER Gravitates to the newest, the best, now. Gravitates to released design, when it is ready. MATURE EXISTING PRODUCT Team DNA
  • 15. Product Design Sales Finance, Operations, Delivery, Support Gravitates to predictability and precision Team DNA NEW PRODUCT NOW LATER MATURE EXISTING PRODUCT
  • 16. Product Design Sales Product Strategyā€Ø Balances all competing business DNA forces ā€¢ā€Æ Technology intelligence ā€¢ā€Æ Customer intelligence ā€¢ā€Æ Business intelligence NEW PRODUCT NOW LATER MATURE EXISTING PRODUCT Finance, Operations, Delivery, Support Team DNA
  • 17. Product Design Sales Product Strategyā€Ø ā€¢ā€Æ Product features ā€¢ā€Æ Product Mix ā€¢ā€Æ Addressable markets ā€¢ā€Æ pricing strategies ā€¢ā€Æ Positioning ā€¢ā€Æ Product road map NEW PRODUCT NOW LATER MATURE EXISTING PRODUCT Finance, Operations, Delivery, Support Team DNA
  • 18. Organizational Eļ¬€ectiveness ā€¢ā€Æ People ā€¢ā€Æ Processes ā€¢ā€Æ Technology ā€¢ā€Æ Vision on organization Bus Dev & Sales ā€¢ā€Æ Identifying opportunities ā€¢ā€Æ Deliver opportunities ā€¢ā€Æ Inļ¬‚uence market decision makers Financial Stewardship ā€¢ā€Æ Financial realities & ļ¬nancial risks ā€¢ā€Æ Report on ļ¬nancial health ā€¢ā€Æ Identifying opportunities to support growth Product/Services Delivery ā€¢ā€Æ Deļ¬ne operational vision ā€¢ā€Æ Deliver (people; technology; processes) Industry/Subject Expert ā€¢ā€Æ Deep SME ā€¢ā€Æ Respected and knowledgeable ā€¢ā€Æ Communicates with industry & translate internally Executive Leader (CEO) ā€¢ā€Æ Outward facing ā€¢ā€Æ Governance ā€¢ā€Æ Sets highest level direction and tone form the top Roadmap - Key Functions For Organization Success WHAT TO CREATE AND OFFER HOW TO DELIVER
  • 19. Organizational Eļ¬€ectiveness ā€¢ā€Æ People ā€¢ā€Æ Processes ā€¢ā€Æ Technology ā€¢ā€Æ Vision on organization Bus Dev & Sales ā€¢ā€Æ Identifying opportunities ā€¢ā€Æ Deliver opportunities ā€¢ā€Æ Inļ¬‚uence market decision makers Financial Stewardship ā€¢ā€Æ Financial realities & ļ¬nancial risks ā€¢ā€Æ Report on ļ¬nancial health ā€¢ā€Æ Identifying opportunities to support growth Product/Services Delivery ā€¢ā€Æ Deļ¬ne operational vision ā€¢ā€Æ Deliver (people; technology; processes) Industry/Subject Expert ā€¢ā€Æ Deep SME ā€¢ā€Æ Respected and knowledgeable ā€¢ā€Æ Communicates with industry & translate internally Executive Leader (CEO) ā€¢ā€Æ Outward facing ā€¢ā€Æ Governance ā€¢ā€Æ Sets highest level direction and tone form the top WHAT TO CREATE AND OFFER HOW TO DELIVER Ā  Ā  Ā  Ā  Product/Service Strategy ā€¢ā€Æ Opportunities ā€¢ā€Æ Capabilities ā€¢ā€Æ Strategic Direction Roadmap - Key Functions For Organization Success
  • 20. market Run the business Deļ¬ne ā€˜Whatā€™ product Design Build & Test Reach & Sell FOCUS Deliver & Support WHAT CEO CFO Prod. Mgmt. Prod. Market. Bus. Dev. CTO Head of R&D Head of R&D Design Leaders Head of Ops. Head of Manufact. Marketing & Comms Sales Bus. Dev. Prod. Market. Head of Customer Support Sales Eng. HOW Controller Accountant Oļ¬ƒce Mgr. HR Purchasing IT Market Research Market collateral - Tech. planners Research -Engineer -Scientists - QA - PM - Project manage - Manufact. - Supply chain - Tech. - Research assistant - assemble -Marcomm -Support - Sales Engineer -Media Relations -Sales Support - Supply Chain - Logistics - Install & Test - support - training - Customer Support Roadmap - Key Functions For Organization Success
  • 21. Formation Technical Milestones Proofof Concept V.1 Product V.1GA Product V.2 Product V.2GA Product Financial Milestones Seed Funding Series A Series B Strategic Revenue +Margin Revenue Yearly Revenue Growth Quarterly Revenue Growth Series C IPO/M&A Customer Milestones Compan yLaunch Early Custome rBD Customer Trials Strategic Customer Sales Repeat Sales Repeat Sales Repeat Sales New Account s New Account s New Accounts V.1 Sustaining V.2 Sustaining Organizational Milestones CEO R&D Lead CFO (P/T?) PL M Sr. R&D Marcomm s Int./Jr. R&D BD/ Sales QA SEā€™ s Sales (Hunter) Sales (Farmer) CTO Sales Support Customer Support HR (P/T?) VP Sales VP Marketing Admin. Support CFO (F/T) Accountant COO? HR (F/T?) Company Stage ā€“ business inļ¬‚ection points Pre-revenue Early revenue Repeatable revenue Maturing Products Major Revenue Growth Planning
  • 22. Workforce Planning Challenges Time Ā  Corporate Ā Leadership Ā and Ā Opera<ons Ā  Build, Ā deliver Ā & Ā support Ā  Design Ā & Ā development Ā  Marke<ng Ā & Ā Sales Ā  Headcount Ā  Product Ā  Ā deļ¬ni<on Ā roles Ā  Revenue and cash ļ¬‚ow will likely not cooperate with your workforce plans Plan Actual Finding People
  • 23. Time CoreHeadcount Build, deliver & support Corporate Leadership and Operations Design & development Marketing & Sales Product deļ¬nition roles FlexResourcing ALTERNATIVES - Workforce Planning
  • 25. Why This Model Works Sustainable approach to resourcing key business functions Compelling team atmosphere for individuals joining BSG Business model can scale and thrive ā€¢ā€Æ Flexible, Scalable ā€¢ā€Æ Affordable ā€¢ā€Æ Full Coverage ā€¢ā€Æ Business-Centric ā€¢ā€Æ Experienced Practice Leaders Oversee Team, Clients ā€¢ā€Æ Low Fixed-Costs ā€¢ā€Æ Scalable Resourcing ā€¢ā€Æ Creates Individual Opportunities ā€¢ā€Æ Rich Collaboration ā€¢ā€Æ Connectedness ā€¢ā€Æ Efļ¬ciencies and Economies of Scale For COMPANIES As a BUSINESS For INDIVIDUALS Features Features Features
  • 26. Human Resources Strategic & Operational ā€¢ā€Æ Executive HR Leadership ā€¢ā€Æ Organization Design ā€¢ā€Æ Training & Development ā€¢ā€Æ Talent Management ā€¢ā€Æ Strategic HR Planning ā€¢ā€Æ Recruitment ā€¢ā€Æ Policy Development & Compliance ā€¢ā€Æ Compensation & Beneļ¬ts
  • 27. Finance & Administration Virtual CFO Bookkeeper Member of management team. Senior ļ¬nancial oversight Operational accounting support (accurate, timely day-to-day transactional) ā€¢ā€Æ Cost-Effective ā€¢ā€Æ Sustainable ā€¢ā€Æ Long-Term ā€¢ā€Æ Scalable ā€¢ā€Æ Flexible (As Needed) Ā  ā€¢ā€Æ Financial Oversight ā€¢ā€Æ Forecasting/Budgeting/Cash Flow ā€¢ā€Æ Leading Business Indicators ā€¢ā€Æ Financing Strategies + =
  • 28. Strategy & Governance ā€¢ā€Æ Corporate Governance Best Practices ā€¢ā€Æ Board Effectiveness ā€¢ā€Æ Advisory Board ā€¢ā€Æ Executive Team Effectiveness ā€¢ā€Æ Business Mentoring ā€¢ā€Æ Succession Planning ā€¢ā€Æ Strategic Planning ā€¢ā€Æ Business Strategy
  • 29. New Alternative Sources of Talent Contests Complementors Collaborative Communities Labour Markets Harvard Business Review ā€œUsing the Crowd as an Innovation Partnerā€ By: Kevin Boudreau & Karim Lakhani, April 2013
  • 30. Framework for crowd work processes WORK task decomposition WORKERS job design platform hierarchy reputation motivation task assignment OUTPUT workļ¬‚ow Proposed framework for future crowd work processes to support complex and interdependent work. A. Kittur1, J. Nickerson2, M. Bernstein3, E. Gerber4, A. Shaw4, J. Zimmerman1, M. Lease5, J. Horton6 1Carnegie Mellon University, 2Stevenson Institute of Technology, 3Stansford University, 4Northwestern University, 5University of Texas Austin, 6oDesk collaboration real-time work quality assurance crowds AI
  • 31. Social Media Harvard Business Review, March 2015 ā€œIs Social Media Actually Helping Your Companyā€™s Bottom Line?ā€ By: Frank Cespedes ā€¢ā€Æ building brand as an employer of choice ā€¢ā€Æ reaching communities for a longer conversation Questionable practices ā€¢ā€Æ buying likes ā€¢ā€Æ viewed ads appear for < 1 second What is it about? ā€¢ā€Æ not about selling ā€¢ā€Æ about building awareness Value for companies
  • 32. The Job Advertising Eco-system ā€¢ā€Æ Job Boards ā€¢ā€Æ Job Aggregators
  • 33. More Ā job Ā boards Ā than Ā you Ā can Ā shake Ā a Ā s<ck Ā at Ā 
  • 34. Research: ā€¢ā€Æ Spend time on the Internet as a job-seeker. Which sites have the best SEO? ā€¢ā€Æ Ask colleagues, employees and others in your industry. ā€¢ā€Æ Donā€™t ask Google, ā€œWhat are the best job boards?ā€ - The answers will be sponsored content. ā€¢ā€Æ Donā€™t be seduced by niche job boards. Ready- made software packages enable just about anybody to create a job board. ā€¢ā€Æ And most importantlyā€¦ How Ā do Ā you Ā cut Ā out Ā the Ā NOISE? Ā 
  • 35. ā€¢ā€Æ Measure the results of your job posting activities and leverage those metrics to make better decisions in the future. ā€¢ā€Æ Donā€™t simply remember where your last hire came fromā€¦ ā€¦Build Ā Recrui<ng Ā Intelligence Ā 
  • 36. Cost Ā  Applicants Ā  Strong Ā  Candidates Ā  Hired Ā  Job Ā Board Ā 1 Ā  $250 Ā  50 Ā  8 Ā  0 Ā  Job Ā Board Ā 2 Ā  $300 Ā  75 Ā  1 Ā  1 Ā  Which Ā job Ā board Ā is Ā beRer? Ā  Cost Ā  Hired Ā  Job Ā Board Ā 1 Ā  $250 Ā  0 Ā  Job Ā Board Ā 2 Ā  $300 Ā  1 Ā  Are you sure?... Ā 
  • 37. ā€¢ā€Æ Also known as web crawlers and job search engines ā€¢ā€Æ These are search engines that crawl the web and aggregate jobs in one place, one list, based on your search terms. ā€¢ā€Æ Job aggregators such as Indeed, SimplyHired, and Eluta can ļ¬nd jobs on your website if each job has its own URL and a clearly identiļ¬ed job location - Eg: Application Software Developer - Oakville Job Ā Aggregators Ā 
  • 38. Job Ā Aggregators Ā can Ā increase Ā the Ā visibility Ā of Ā  the Ā jobs Ā on Ā your Ā Careers Ā page Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Ā  Aggregator Ā  Ac>vate! Ā 
  • 39. ā€¢ā€Æ We continue to have success posting professional jobs on LinkedIn. But part of that success comes from knowing how to leverage LinkedIn. Stay tunedā€¦ ā€¢ā€Æ We also use Indeed, which is an aggregator and a job board with excellent SEO. ā€¢ā€Æ Posting a job is simple and free. ā€¢ā€Æ Indeed might already be ļ¬nding the jobs on your Careers page. If not, get in touch with an Indeed rep to ļ¬nd out how Indeed can ā€œindexā€ these jobs. Where Ā do Ā we Ā post? Ā 
  • 41. ā€¢ā€Æ If ļ¬nding a job is all about networking, the obvious corollary is that ļ¬lling a job is all about networking too. ā€¢ā€Æ Your networks ā€“ personal and professional ā€“ represent rich pools of potential hires. All the more so if youā€™re an executive or a player in the industry. ā€¢ā€Æ Social media are the tools through which you can tap into your networks. ā€œItā€™s Ā all Ā about Ā who Ā you Ā know.ā€ Ā 
  • 42. ā€¢ā€Æ Share your LinkedIn jobs to your network and to groups that you belong to. ā€¢ā€Æ Encourage employees, including and especially the leadership team, to share the job on their LinkedIn accounts. ā€¢ā€Æ Encourage your leadership team to tweet the job. ā€¢ā€Æ Career opportunities have a ton of credibility when they come from executives. Disseminate Ā your Ā jobs Ā through Ā social Ā media Ā 
  • 43. ā€¢ā€Æ Encourage employees, including and especially the leadership team, to share the job on their LinkedIn accounts. ā€¢ā€Æ Simply go to your LinkedIn homepage and paste the jobā€™s URL here: Share Ā a Ā job Ā through Ā LinkedIn Ā 
  • 44. ā€¢ā€Æ Tweet the URL along with an image and a short message. ā€¢ā€Æ Programs like Hootsuite or BufferApp usually automatically shorten URLs for tweets. Bitly.com can also shorten and improve the look of a URL. Share Ā a Ā job Ā through Ā TwiRer Ā 
  • 45. ā€¢ā€Æ Research appropriate job boards for your sector/target market ā€¢ā€Æ Use networks and social media to push out jobs for a broader reach ā€¢ā€Æ Use correct techniques when posting jobs to careers page to attract aggregators ā€¢ā€Æ Keep track of key metrics ā€¢ā€Æ How many applicants come in and where the strongest applicants come from Developing Ā a Ā Strategy Ā