Exit Strategy Practices Assessment - Development & Implementation - Thank you for participating in this survey. Your input will help make strategy development and implementation more successful. All responses and comments are anonymous. Only data patterns and comment themes will be reported. EXTERNAL INPUT Question Title 1. Your Name (required): Question Title 2. Your Email Address (required): Question Title 3. How often is input gathered from customers, partners and industry experts on emerging needs and trends? Yearly Quarterly Monthly Rarely Never Don’t know Question Title 4. How often do we ask key customers how we could strengthen our competitive advantage and value proposition (in order to differentiate ourselves and increase sales/profitability)? Yearly Quarterly Monthly Rarely Never Don’t know Question Title 5. How easy would it be for the external input to be transformed into new initiatives by the functional teams? Easy Not straight forward, but doable Difficult Impossible Don’t know STRATEGY DEVELOPMENT Question Title 6. How often is external input from customers, partners and industry experts utilized in our strategic thinking and planning? Always Frequently Sometimes Rarely Never Don’t know Question Title 7. How often does the management team identify ways to transform our practices, paradigms and business model to be outperform competitors in our industry? Yearly Quarterly Monthly Rarely Never Don’t know Question Title 8. To what degree does the management team ensure our existing core skills and capabilities are aligned with what is needed to implement a strategy? Always ensures Mostly ensures Sometimes ensures Rarely ensures Never ensures Don’t know STRATEGY IMPLEMENTATION Question Title 9. Given everything is now numbers driven (e.g., assets under management, new institutional accounts, new assets from existing accounts, NOI, etc.), will we be able to become more strategic and actually implement key initiatives? Yes To a great degree To some degree No way Don’t know Question Title 10. In our tops down, numbers driven strategies, how difficult would it be to get initiatives driven from staff through managers? Easy Not straight forward, but doable Difficult Not doable Don’t know Question Title 11. How often does the management team formally review progress on strategic projects and eliminate any barriers getting in the way? Frequently Sometimes Rarely Never Don’t know TRANSITION MANAGEMENT Question Title 12. Given we are a tops down organization, can we really drive new ideas from staff through the key managers? Yes To a great degree To some degree To a very little extent Not possible Don’t know Question Title 13. For every major change in our company, how often do we develop a communications and buy-in action plan to engage our clients and employees in the change? Always Mostly Sometimes Rarely Never Don’t know Question Title 14. How often do we "early on" involve a sample of our employees, customers, and partners in deciding what the best solution is and how to implement it? Always Mostly Sometimes Rarely Never Don’t know COMMENTS Question Title 15. What often gets in the way of creating the right strategy? Question Title 16. What suggestions do you have to ensure the right strategy is developed? Question Title 17. What often gets in the way of implementing strategy? Question Title 18. What suggestions do you have to ensure strategy is well executed? Done
