This PPT slide, part of the 30-slide How to Be a Great Manager PowerPoint presentation, titled "Managing Upward" outlines various strategies for contributing to asset building within an organization. It is divided into 4 main categories: People Assets, Product Assets, Client Development/Brand, and Other. Each category lists specific actions or contributions that individuals can make to enhance the overall value of the firm.
In the People Assets section, key activities include refining caseteam and advisor processes, investing in training, and focusing on recruiting efforts. Office leadership is emphasized as a critical area, highlighting the importance of general connectedness and corporate citizenship in fostering a collaborative environment.
The Product Assets category emphasizes contributions to practice and capability areas. This includes BRAVA contributions and the development of Business Development Plans (BDPs) and how-to documents that support these capabilities. Such contributions are vital for maintaining a robust product offering.
For Client Development/Brand, the slide suggests non-staffed contributions to client development, which could involve marketing efforts such as speeches and articles. This indicates a proactive approach to building relationships and enhancing the firm's visibility in the market.
The Other category includes initiatives like participation in an investment club and deal generation, which can also play a role in asset building.
At the bottom, there’s a clear guideline for those aspiring to be promoted to Vice President. It states that exemplary contributions in one area or above-average contributions across multiple areas are essential for advancement. This reinforces the idea that diverse contributions are valued and necessary for career progression within the firm.
This slide is part of the How to Be a Great Manager PowerPoint presentation.
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