Business Management System: from strategy to implementation

The Academy’s flagship course. During the program, participants develop a management system project for their company and a 90-day implementation roadmap.

25–40 practical assignments, tests, case studies, a capstone project and 12 months of access to materials.Every program includes practical assignments, a capstone project and an implementation plan.
EDUCATIONAL CORE

The course brings the full management system together

Every section ends with implementation-ready documents that become part of the capstone project.

5–12 mintypical lesson lengthConcise lessons are easier to fit into an executive’s schedule.
25–40practical assignmentsAssignments use the participant’s own company data and documents.
30+practical templatesForms, checklists, models and completed examples.
90 daysimplementation roadmapAn action plan after capstone completion and review.
WHEN THE FULL COURSE IS NEEDED

Separate tools do not form a system

The flagship program is appropriate when the problem spans several areas of the company and strategy, execution, finance, sales, structure, and data need to be integrated.

The owner remains the center of decisions

Tasks, approvals, and follow-up all converge on one person.

Goals are not translated into execution

Strategy is not connected to projects, tasks and departmental metrics.

Finance reports the past

There is no management-level plan-versus-actual analysis, forecast, or financial model.

Sales operates separately

The pipeline, CRM and sales plan are not connected to business economics.

The structure does not establish accountability

Roles, processes and role deliverables are defined only partially or formally.

Tools are not implemented

The company buys a CRM, BI system or task manager, but management practice does not change.

COURSE CURRICULUM

Six sections, one integrated system

The sequence moves from the business owner’s goals and the business model to implementation of management solutions.

Owner, strategy and business model

Business owner’s goals, 1–3-year strategy, business model, product portfolio, margins and growth opportunities.

  • business owner’s goal map
  • strategic focus
  • business model map

Management execution

Tasks, delegation, execution tracking, projects, task management, planning meetings and management routines.

  • task-setting standard
  • project management rules
  • management-meeting procedure

Metrics, reports and finance

KPIs, management reporting, cash flow, P&L, balance sheet, budgets and plan-versus-actual analysis.

  • KPI tree
  • financial statements
  • scenario forecast

Commercial system

Customer value, offer, marketing funnel, sales process, CRM, Head of Sales responsibilities, and sales plan.

  • offer and channel map
  • sales pipeline
  • CRM structure

The company as a management system

Processes, procedures, organizational structure, roles, HR, onboarding, employee incentives and accountability.

  • process map
  • responsibility matrix
  • employee incentive system

Digitalization, AI and implementation

Dashboards, data quality, 1C, CRM, task management, integrations, AI and the capstone project.

  • owner dashboard
  • data source map
  • 90-day change plan

Capstone project

An integrated “Management System for My Company” document set.

  • all management areas
  • solution review
  • project review and presentation

90-day implementation plan

Actions, owners, deadlines, metrics, milestones and risks.

  • priorities
  • owners
  • execution tracking
CAPSTONE PROJECT

“Management System for My Company”

The final deliverable is not a set of disconnected templates, but an integrated project connecting goals, structure, processes, metrics, finance, sales, and the team.

View plans →
1

Strategy framework

The business owner’s goals, strategic focus, business model, product portfolio, and growth opportunities.

2

Execution framework

Tasks, delegation, projects, the management calendar, and execution-tracking rules.

3

Economics and commercial operations

KPIs, cash flow, P&L, balance sheet, financial model, and marketing and sales funnels.

4

Organization and implementation

Processes, organizational structure, accountability, employee incentives, dashboards, and a 90-day implementation plan.

STRUCTURE OF EVERY MODULE

The material is converted directly into an implementation-ready document

The consistent module logic helps participants navigate the program and build the capstone project step by step.

Current-state assessment

How the area operates today, what is already in place, and what outcome is required.

checklist · starting point

Core theory

Three to five concise lessons covering the logic, common mistakes, recommended sequence, and an example.

lessons · methodology

Practical case study

A comparison of effective and ineffective approaches using a real or representative company case.

case study · management logic

Practical template

A practical template such as a goal map, KPI framework, cash-flow statement, RACI matrix, procedure, task, or process map.

template · completed example

Practical assignment

Participants apply the material to their own company and submit the completed work.

practice · company document

Self-assessment

A self-check covering terminology, the underlying logic, and the correct sequence of actions.

test · comprehension check

Implementation action

A specific next step required to implement the solution in the company.

implementation · next step

Link to the capstone project

Each module deliverable becomes part of the company’s management-system project.

summary · capstone project
WHO THE FLAGSHIP IS FOR

The course is designed for people accountable for the entire system

The participant’s role determines the depth of the capstone project and the document set.

OwnerGoals, strategy, financial model and exit from daily operations.
Chief Executive OfficerAn integrated system of execution, metrics, processes and team.
Chief Operating OfficerTasks, projects, planning meetings, processes and variance execution tracking.
Functional executiveA management system for the participant’s function and its connection to company-wide goals.
Management teamShared rules, metrics and documents for joint implementation.
A company preparing to scaleAn architecture that supports growth without increasing manual management.
WHAT THE PARTICIPANT BUILDS

Documents are consolidated into the capstone project

Depending on the company situation, some materials are created from scratch, while others are revised and connected to the rest of the system.

Strategy and goals

Business owner’s goal map, strategic focus, product portfolio and growth opportunities.

Outcome:1–3-year priorities

Execution

Task-setting standard, delegation, task management, projects and management-meeting procedure.

Outcome:management cadence

Finance and metrics

KPIs, plan-versus-actual analysis, cash flow, P&L, balance sheet, financial model and forecast.

Outcome:economic transparency

Sales and CRM

Offer, marketing and sales funnels, department KPIs and CRM structure.

Outcome:managed commercial system

Structure and team

Process map, organizational structure, accountability, role profiles, onboarding and employee incentives.

Outcome:established roles and standards

Data and implementation

Dashboard, data sources, AI use cases, change map and risks.

Outcome:90-day implementation plan
SECTION

Academy

A flagship course, specialized programs and five support formats, from self-paced learning to a corporate program.

SIX SECTIONS

Full course curriculum

Participants work through every area of the management system and build the capstone project step by step.

1

Owner, strategy and business model

Business owner’s goals, 1–3-year strategy, business model, product portfolio, margins and growth opportunities.

2

Management execution

Tasks, delegation, execution tracking, projects, task management, planning meetings and management routines.

3

Metrics, reports and finance

KPIs, management reporting, cash flow, P&L, balance sheet, budgets and plan-versus-actual analysis.

4

Commercial system

Customer value, offer, marketing funnel, sales process, CRM, Head of Sales responsibilities, and sales plan.

5

Management system, digitalization and implementation

Processes, structure, team, employee incentives, dashboards, data, integrations, AI and a capstone project with a change plan.

COURSE DELIVERABLE

A completed management system project for your company

Integrated architecture

Strategy, execution, finance, commercial operations, structure, team, and data operate as one integrated model.

Implementation-ready documents

Not lecture notes, but completed forms, procedures, models and maps based on company materials.

Reviewed project

On supported plans, assignments are reviewed and the project undergoes an expert review or final presentation.

Implementation plan

Priorities, actions, owners, deadlines, metrics, milestones and risks for 90 days.

NEXT STEP

Choose the depth of support

The educational core is the same. What differs is the schedule, assignment review, mentor work, personalization and team involvement.

  • Foundation — self-paced learning
  • Practice — guided course
  • Accelerator — mentor-led group
Start a business assessment

The format is selected based on the management challenge, the required depth of support, and the participants involved.