Anne Stanton and Herb Rubenstein

An organization must, at the outset of considering using a CRM system, decide whether the main goal of the CRM system is to guide future behavior of the employees of the organization to shape the future (increase sales, number of satisfied customers, number of new leads generated, reduced turnover of key sales personnel, etc.) or to predict future sales so that the company can position … [ Read more ]

The Role of Training for Boards of Directors

Today, in the new environment where Boards must be proactive, investigative, accountable and actually govern a company or nonprofit organization, no serious company or nonprofit organization can omit Board training.

This article lays out some of the basic elements of such a training program. It identifies what should take place prior to the one day Board of Directors training program in order to prepare the … [ Read more ]

The Disciplines of CRM

CRM software when used properly helps create a playing field for good business practices. In order for CRM to be an integrated part of a very successful business model it requires serious players, just like any other winning game played at the professional level. This human component needed to plan, design, tweak, deploy, organize and analyze CRM software and generate data requires a Discipline.

Without … [ Read more ]

What Leaders Do: A Checklist

In order to evaluate a group or an individual, you need to know what are the key elements of that person’s job or responsibility. We have compressed the leadership literature into a list, in a checklist format. This list describes what leaders do in an organizational context. We understand fully that a critical component of leadership is successful leadership of one’s self, although this checklist … [ Read more ]

Creating an Individual Platform

It has become clear that leaders of leaders must, for themselves, as individuals, create a platform upon which they build their own identity, their own operating principles and their own set of beliefs and rules to guide their lives.

The Difference Between Leaders and “Leaders of Leaders”

The skills, competencies, aptitudes, values, decision making approaches, strengths, daily roles and job descriptions are radically different for the two separate categories of “leaders” and “leaders of leaders.”