This playbook provides the framework to better understand how to use capabilities to assess your B2B Professional Services firm. Not every capability is critical to your firm’s success so we look at your capabilities through two different lenses importance and effectiveness.
Our Capabilities Assessment Playbook Framework contains the approach to complete this. We will walk you through a process that creates heatmaps of your firm’s capabilities with relative weighting scores across each of the two categories. You can then develop an executive summary of the results. To facilitate the process and scoring we have included an excel spreadsheet that defines each of the 47 capabilities and keeps track of your assessment.
There are several other uses for the capabilities assessment you can use it to assess a potential acquisition, highlight certain risks, document where you need additional procedures and much more.
Time to Complete:
4 - 5 hours
Building Block of Growth:
Products and Services
Other Related Enablers of Growth:
- Product/Service Offerings
- Business Plan
- SWOT Assessment
Number of Pages:
A detailed Capabilities Matrix helps your firm better understand its capabilities, and where they fit in the firm’s overall value proposition.
It is carried out using heatmaps of each capability, and relative weighting scores to measure them. Although a reasonable effort is needed to do it, the impact is high.
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WHY USE THIS PLAYBOOK
The playbooks brings you through a systematic approach for assessing your organization’s capabilities
Using this Playbook helps you think about capabilities as a collection of people, processes, and technology gathered for a specific purpose. By assessing each capability for its importance and effectiveness you are able to quickly focus on what capabilities you should be improving within your B2B professional service firm.
WHO IS THIS PLAYBOOK FOR
This Playbook is for B2B professional services firms that want to develop a framework to better understand how to use capabilities to assess their business.
This approach ensures that your firm better understands its capabilities, and where they fit in the firm’s overall business strategy.
HOW TO USE THIS PLAYBOOK
Using the examples and templates provided, you can create your own Capabilities Matrix by completing the details.
The Playbook walks you through a process to create heatmaps of your firm’s capabilities with relative weighting scores across each category.
From this, the Playbook helps you develop executive summaries of the results. These activities help you create your Capabilities Assessment and prioritize which capabilities to focus the firm’s resources.