Issued 3 May 2024
1. Conducting 360 degree business assessments using the GrowthWheel Framework 2. Setting and tracking Ambitions and Outcomes with clients 3. Developing 30-60-90 day Action Plans to drive accountability 4. Creating Business profiles covering, vision, products, markets, competitors, partners, etc 5. Building financial models and budgets for clients 6. Leveraging the GrowthWheel CRM for digital client relationships 7. Using the Business Tool Library with 100+ advisory tools 8. Applying tools and frameworks through case study analysis 9. Accessing ready-made training content and curating customized programmes 10. Enabling self-directed online learning for clients via the LMS
1. Comprehension of GrowthWheel Framework and its components for advising small businesses 2. Ability to conduct three types of assessments 3. Skills in setting, tracking and managing and clients’ business Ambitions and Outcomes 4. Developing accountable 30-60-90 day Action Plans for clients 5. Creating quick dashboards to monitor clients’ business performance 6. Building 3-year financial performance reports and budgets 7. Leveraging GrowthWheel’s CRM features for managing client relationships 8. Accessing and applying advisory tools from the Business Tool Library 9. Demonstrating practical application of tools and frameworks through case study analysis 10. Enabling clients to go through facilitated and self-directed online training via the LMS
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