One page summary of Arrow's values and vision.
Detailed map of where we are going and compass to direct us there. Lays out broad strategy that all employees agree upon.
Vision – Define what we want to do
Be premier US-based third party marketing firm that represents equity managers (often in capacity constrained asset classes) calling on US institutional investors
Maintain stellar reputation based on repeated successes.
Values – Establish what is most important about vision, principles & beliefs (in priority order)
Reputation and caliber of people (for Arrow and its clients)
Significant impact from limited # of client relationships (for Arrow and its clients)
Technology and outsourcing for efficiency and profitability
Commitment to grow and adapt
Quality of life and flexible work environment
Methods – Outline actions & steps everyone needs to take to get the job done
Stay active in industry and cultivate network of relationships
Maintain relentless focus on ideal clients and top investor prospects
Develop repeatable sales processes and procedures; measure them with reports
Leverage outsource service providers and automate where we can
Obstacles - Identify challenges, problems & issues to overcome to achieve the vision
Inability to find institutional ready managers that share mutual vision
Too focused; lack of diversification = missed opportunities
Regulatory changes
“Rest on laurels”; someone builds better mousetrap; accept status quo
Methods too “ad hoc”; unwilling to adopt new systems, practices, technology
Manager underperformance leads to decrease in revenues
Measures – Actual result we aim to achieve, often this is a numerical outcome
Increase recurring revenue per year per person
Deeper relationships with key consultants and investors
Shorten time to close strategy to less than three years
Improve automation and quantitative processes
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