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List five corporate documents that every performance practitioner wants to review regularly in order to stay in tune with their client' strategic directions and redirections.

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List five corporate documents that every performance practitioner wants to review regularly in order to stay in tune with their client' strategic directions and redirections. Describe what information you can gain from each that will assist you in aligning your work with that strategic direction.

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This solutions lists the five corporate documents that every performance practitioner wants to review regularly in order to stay in tune with their clients' directions and redirections. It also describes what information can be gained from each document that will assist in aligning one's work with the organization's strategic direction. It includes links and examples.

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I listed six instead of five documents because I am not sure if a website could be included as a corporate documents (so I added "mission statement"). I think the website could but wanted to bring this to your attention.

Five corporate documents that every performance practitioner wants to review regularly in order to stay in tune with their client's strategic directions and re-directions are:

Current financials: This would include 10-K's and Form 990 reports, depending if the client was a publicly traded company or a not for profit organization. These documents would list details about financials, current and pending legal issues, information about key patents and technologies, names and contact information for officers, and information about products and services. Being aware of this information would enable a performance practitioner to understand the financial situation of the company and help advise the organization based upon the constraints and resources in which the organization operates.

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Sally Baldwin, Ed.D
Education
  • BA, University of Southern California
  • MSS, United States Sports Academy
  • Ed.D, Boise State University
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