Running the Company

Period 1

1. Decide What to Do

  • CUSTOMERS you don’t select this period will take their business elsewhere and won’t be available to you in the future.
         ◦ Place these CUSTOMER CARDS in the NOT SELECTED area of the board.
  • INITIATIVES you don't implement this period can be implemented in any future period.
         ◦ Place non-started INITIATIVES in the NOT IMPLEMENTED SPACES on the board.
  • PEOPLE you don’t hire this period will be available to you in future periods for double their individual recruiting costs.
         ◦ Move PEOPLE who weren’t hired to the NOT HIRED section on the board.

2. Indicate the INTANGIBLE Results of Your Decisions

3. Invoice Customers

4. Pay this Period’s Costs from CASH to designated circles on the board:

5. How have you Developed Your PEOPLE?

6. Were Your Actions Aligned with Your Strategy?

  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the SALES CHANNEL CAPITAL COUNTER
  • If the customer preferences match just one of your chosen SOCAs, add 1 point to both the ORGANIZATIONAL CAPITAL COUNTER and 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If 2 matches, add 2 points to both the ORGANIZATIONAL CAPITAL COUNTER and 2 points to the SALES CHANNEL CAPITAL COUNTER

7. Shift Happens!

8. Close the Books:

Pay non-operational expenses on the board

9. Do Your Financial Statements for Period 1

(Be certain your results reflect all SHIFT HAPPENS and INITIATIVE IMPLICATIONS).
  • Record Total Revenues (Note: This is the same amount as you have on your ACCOUNTS RECEIVABLES Circles)
  • Record EXPENSES from the various expense circles on the board
  • IF YOU OWE TAXES, physically pay them by moving the chips amount from CASH to TAXES on the board
  • Complete your Balance Sheet
  • Human Capital Value
  • Organizational Capital Value
  • Sales Channel Capital Value
  • Customer Capital Value

10. Prepare for Period 2

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Period 2

1. Payments Arrive!

2. Decide What to Do

  • PEOPLE you didn’t hire last period are still available to you, but at double their individual recruiting cost. CUSTOMERS you didn’t acquire last period are no longer available. INITIATIVES from last period can be implemented at any time.
  • New Period 2 PEOPLE you don’t hire this period will be available to you in future periods for double their individual recruiting costs.
         ○ Move PEOPLE you don’t hire to the NOT HIRED section on the board.
  • CUSTOMERS you don’t select this period will take their business elsewhere and won’t be available to you in the future.
         ○ Place these CUSTOMER CARDS in the NOT SELECTED AREA.
  • INITIATIVES you don’t implement this period can be implemented next period.
         ○ Place non-started INITIATIVES in the NOT IMPLEMENTED SPACE on the board.

3. Indicate the INTANGIBLE Results of Your Decisions

4. Invoice Customers

5. Pay this Period’s Costs from CASH to designated circles on the board:

6. How have you Developed Your PEOPLE?

7. Were Your Actions Aligned with Your Strategy?

  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the SALES CHANNEL CAPITAL COUNTER
  • If the customer preferences match just one of your chosen SOCAs, add 1 point to the ORGANIZATIONAL CAPITAL COUNTER and 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If 2 matches, add 2 points to both the ORGANIZATIONAL CAPITAL COUNTER and 2 points to the SALES CHANNEL CAPITAL COUNTER
  • If 3 matches, add 3 points to both the ORGANIZATIONAL CAPITAL COUNTER and 3 points to the SALES CHANNEL CAPITAL COUNTER

8. Shift Happens!

9. Close the Books:

Pay non-operational expenses on the board

10. Do Your Financial Statements for Period 2

  • Record Revenues from CUSTOMER CARDS
    Note: This is the same amount as you have on your ACCOUNTS RECEIVABLES Circle
  • Record EXPENSES from the various expense circles on the board
  • IF YOU OWE TAXES, physically pay them by moving the chips amount from CASH to TAXES on the board
  • Complete your Balance Sheet
  • Human Capital Value
  • Organizational Capital Value
  • Sales Channel Capital Value
  • Customer Capital Value

11. Prepare for Period 3

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Period 3

1. Payments Arrive!

2. Decide What to Do

  • PEOPLE you didn’t hire last period are still available to you, but at double their individual recruiting cost. CUSTOMERS you didn’t acquire last period are no longer available. INITIATIVES from last period can be implemented at any time.
  • New Period 2 PEOPLE you don’t hire this period will be available to you in future periods for double their individual recruiting costs.
         ○ Move PEOPLE you don’t hire to the NOT HIRED section on the board.
  • CUSTOMERS you don’t select this period will take their business elsewhere and won’t be available to you in the future.
         ○ Place these CUSTOMER CARDS in the NOT SELECTED AREA.
  • INITIATIVES you don’t implement this period can be implemented next period.
         ○ Place non-started INITIATIVES in the NOT IMPLEMENTED SPACE on the board.

3. Indicate the INTANGIBLE Results of Your Decisions

4. Invoice Customers

5. Pay this Period’s Costs from CASH to designated circles on the board:

6. How have you Developed Your PEOPLE?

7. Were Your Actions Aligned with Your Strategy?

  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the ORGANIZATIONAL CAPITAL COUNTER
  • If the INITIATIVE contributes to 1 SOCA, add 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 2 SOCAs add 2 points to the SALES CHANNEL CAPITAL COUNTER
  • If the INITIATIVE contributes to 3 SOCAs add 3 points to the SALES CHANNEL CAPITAL COUNTER
  • If the customer preferences match just one of your chosen SOCAs, add 1 point to the ORGANIZATIONAL CAPITAL COUNTER and 1 point to the SALES CHANNEL CAPITAL COUNTER
  • If 2 matches, add 2 points to both the ORGANIZATIONAL CAPITAL COUNTER and 2 points to the SALES CHANNEL CAPITAL COUNTER
  • If 3 matches, add 3 points to both the ORGANIZATIONAL CAPITAL COUNTER and 3 points to the SALES CHANNEL CAPITAL COUNTER

8. Shift Happens!

9. Close the Books:

Pay non-operational expenses on the board

10. Do Your Financial Statements for Period 3

  • Record REVENUES (Note: This is the same amount as you have on your REVENUES RECEIVABLES circle)
  • Record EXPENSES from the various expense circles on the board
  • IF YOU OWE TAXES, physically pay them by moving the chips amount from CASH to TAXES on the board
  • Complete your Balance Sheet
  • Human Capital Value
  • Organizational Capital Value
  • Sales Channel Capital Value
  • Customer Capital Value
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