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Strategic Insight - Competency

Questions to include on your survey.

• Recognizes the needs of customers.
• Generates insights into which strategies should be followed.
• Recognizes the needs of stakeholders.

• Anticipates business cycles and trends and makes adjustments in a timely manner.
• Formulates policies and strategies for addressing the Company's important challenges.
• Ensures that the department's goals are strategically aligned with the company's goals.
• Maintains knowledge of current trends in the industry.
• Understands how to strategically grow the business and increase customers.

• Analyzes records and reports to obtain insight into potential issues and trends.
• Analyzes unique issues or problems impacting the Company.
• Uses performance measures to gain insight into possible opportunities.
• Utilizes appropriate data to accurately forecast branch sales (daily, monthly, annual data)
• Provides analysis of policy and strategic issues.

• Communicates with employees to find out their needs.
• Lets employees know how their roles contribute toward the achievement of strategic company objectives.
• Inspires employees to adopt the strategic plan.
• Converses with customers and clients to get a better insight into their personal needs.

• Meets with customers to gain insight into their core needs and how best to serve them.
• Attends industry conferences to gain further insight into how other companies deal with similar issues.
• Observes employees at work to get better insight into the issues they are dealing with.
• Works with others to develop insights into the resources and actions required to produce desired results.
• Pursues strategic alliances with valued partners.
• Engages with diverse groups of employees and customers to develop strategic insights into the organization.

• Understands the Company's strengths and weaknesses and uses this information to create optimal solutions to problems.
• Identifies potential problems before they become critical incidents.
• Conducts self-assessment and regular reviews to gain further insight.
• Understands how to circumvent barriors to change within the organization.
• Understands seasonal and cyclical trends in workload and staffs the department appropriately.
• Understands how to implement changes that positively impact the Company.
• Understands how to achieve a positive outcome in various situations.
• Understands how decisions impact stakeholders within the Company.
• Regularly monitors budgets and deadlines to stay informed of any potential issues.

• Implements long-term solutions to problems.
• Identifies root causes of problems.
• Uses a variety of problem-solving techniques to address issues facing the Company.
• Uses a variety of resources to make sound decisions.
• Evaluates the effectiveness of solutions and plans
• Coaches employees on how to implement problem solving techniques.

• Creates strategic plans to develop and promote organizational and area strengths, as well as to address weaknesses based on insight from surveys.
• Develops a plan and strategy for each functional area within the mission statement.
• Adjusts strategic plans based on insights gathered from different points of view.
• Sets strategic objectives to be achieved.
• Uses planning tools to facilitate changes.

• Creates strategies that significantly benefit the Company.
• Creates a mission statement describing the purpose for the organization.
• Creates values statement to ensure all employees are working under the same guiding principles.
• Creates a vision for the organization based on insights gathered from other companies in the industry.
• Develops a strategic vision for the future.

• Allocates proper resources for employee training to meet future needs based on insight into employee skill levels.
• Strategically aligns projects to the goals of the company.
• Responds appropriately to various types of business expansion.