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.
The course brings the full management system together
Every section ends with implementation-ready documents that become part of the capstone project.
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.
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
“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.
Strategy framework
The business owner’s goals, strategic focus, business model, product portfolio, and growth opportunities.
Execution framework
Tasks, delegation, projects, the management calendar, and execution-tracking rules.
Economics and commercial operations
KPIs, cash flow, P&L, balance sheet, financial model, and marketing and sales funnels.
Organization and implementation
Processes, organizational structure, accountability, employee incentives, dashboards, and a 90-day implementation plan.
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 pointCore theory
Three to five concise lessons covering the logic, common mistakes, recommended sequence, and an example.
lessons · methodologyPractical case study
A comparison of effective and ineffective approaches using a real or representative company case.
case study · management logicPractical template
A practical template such as a goal map, KPI framework, cash-flow statement, RACI matrix, procedure, task, or process map.
template · completed examplePractical assignment
Participants apply the material to their own company and submit the completed work.
practice · company documentSelf-assessment
A self-check covering terminology, the underlying logic, and the correct sequence of actions.
test · comprehension checkImplementation action
A specific next step required to implement the solution in the company.
implementation · next stepLink to the capstone project
Each module deliverable becomes part of the company’s management-system project.
summary · capstone projectThe 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.
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.
Execution
Task-setting standard, delegation, task management, projects and management-meeting procedure.
Finance and metrics
KPIs, plan-versus-actual analysis, cash flow, P&L, balance sheet, financial model and forecast.
Sales and CRM
Offer, marketing and sales funnels, department KPIs and CRM structure.
Structure and team
Process map, organizational structure, accountability, role profiles, onboarding and employee incentives.
Data and implementation
Dashboard, data sources, AI use cases, change map and risks.
Full course curriculum
Participants work through every area of the management system and build the capstone project step by step.
Owner, strategy and business model
Business owner’s goals, 1–3-year strategy, business model, product portfolio, margins and growth opportunities.
Management execution
Tasks, delegation, execution tracking, projects, task management, planning meetings and management routines.
Metrics, reports and finance
KPIs, management reporting, cash flow, P&L, balance sheet, budgets and plan-versus-actual analysis.
Commercial system
Customer value, offer, marketing funnel, sales process, CRM, Head of Sales responsibilities, and sales plan.
Management system, digitalization and implementation
Processes, structure, team, employee incentives, dashboards, data, integrations, AI and a capstone project with a change plan.
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.
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
The format is selected based on the management challenge, the required depth of support, and the participants involved.












