Day 1 Engagement Sample

High Level Review. Ideally your team could provide following data. Don’t worry if you cant.

High Level review of Financials – Revenue, Gross Margin, EBIT, Cash for past 3 years and next 12 months. Show Simple Chart by month of each over history and future

Overview/describe your product. Show me product roadmap

Pareto your product by Revenue and Gross Margin.

Overview/describe your customers. Pareto your revenue by customer, product, family, sales channel, sales leader, Gross Margin

Overview/describe your vendors. Pareto Vendors by Volume, by landed costs, Defects

Overview/describe you inventory levels – In transit, in warehouse, in channel. Pareto your inventory by fastest turning, stagnant

Overview/describe your quality. Pareto you top defects by $ and by occurrences

Overview/describe your warehousing. Pareto your inventory by dims and by turns

Overview/describe your org structure

Overview/describe you Culture

Overview/describe your competition – product, customers, vendors, quality, warehousing.

Describe Leadership 1 Year Goals . How do you track. How do you cascade? Show me.

Describe 3 Year Goal. Do you know your Net Promoter score (NPS)?

List your pain points. “If you had a magic wand, you would fix X”