Kardelen Training

1. A Private Equity Performance Environment

• Top level characteristics of successful private equity performance environments: value goal, delegated responsibility, explicit process and performance management, reliable results, proactively managed Board, and professional infrastructure
• Self diagnosis, and identification of major gaps and weaknesses

2. Using a Value Goal

• Turning a value goal into concrete business objectives
• Identifying high value and low value business
• Using a value goal in prioritisation and decision making

3. Delegating Responsibility

• Matching individuals to roles based on capability, aptitude & desire
• Delegating project and permanent roles to devolve CEO responsibility
• Self assessment and priorities for better role delegation

4. Professionalising Business Systems

• Introducing or reviewing measures, KPIs and performance benchmarks
• Performance monitoring and reporting
• Creating efficient, explicit decision making processes
• Adopting and adapting systems to ensure consistency and quality
• Self assessment in use of professional grade business systems

5. Creating Reliable Performance

• Typical issues that affect project performance and profit
• How to pre-empt or remedy each type of issue for best results, focusing on issues that course participants come across most often
• Analysing cause-effects of actions, e.g. marketing spend
• Understanding drivers of profit
• Creating pipeline and revenue visibility; developing repeat and recurring revenue streams
• Using review sessions to assess progress, amend priorities, reset the challenge, and provide support

6. Managing the Support Structure

• Making best use of Board resources, managing them proactively, and maintaining their support

7. Professionalising Infrastructure

• Reviewing and addressing infrastructure constraints, e.g. IT, office