Boardroom Experience:
1 Day Benchmark Workshop
Private 1 Day Benchmark Workshop for SME Owners and Executives to review business health and strategically plan the building blocks required to achieve their year objectives of customer growth, revenue growth, profit growth, and cash growth.
Price:
RM 2,600/company for 2 Pax
RM 3,500/company for up to 5 Pax
Dates: (To Be Requested By Client)
Venue: (To Be Requested By Client)
Time: 9AM-5PM
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How Benchmarking Impact The Business
Benchmarking elevates the Owner's and Executive Team's ability to contribute in strategic decisions and execution to produce more efficient, scalable pipelines of sales and gross profit contributions. Benchmarking elevates the Organisational Productivity to produce more results.
Figure 1:
Increase Labor Efficiency Ratio (LER)
(Every RM1 in Annual Salary Expenses are contributing to >RM3 in Gross Profit)
Figure 2:
Increase Financial Performance
(Revenue, Gross Profit, Operating Profit, and Cash Flow are increasing due to better pipeline of sales and gross profit from employees productivity and clarity.)
LER Growth Impact:
LER Formula:
Labor Efficiency Ratio (LER) =
Gross Profit / Annual Salary Cost
Previous Year to
Coming Year LER:
2.00 >>> 4.00
What it means: every RM1 spent on annual salary costs generates RM4 in Gross Profit compared to RM2 the previous year from the increment of Organisational Productivity.
Financial Impact:
Revenue = +86%
Gross Profit = +91%
Pretax Profit = +147%
Cash Flow = +4239%
how it work…
LER Increment Flow:
x
|
|
x
6 Benchmarking Work:
1) Define Market Expansion Plan
New Product Expansion.
New Distribution Channel Expansion.
New Customer Segment Penetration.
New Geography Penetration.
Cross-Industry Penetration.
2) Define Infrastructure Expansion Plan
Cash Accumulation Target
Operational Function Integrations.
Talents Hiring & Training.
Technological Efficiency Integrations.
Procurement/Distributions Calibrations.
3) Define Year Growth Objectives
Year 202X Revenue, Gross Profit, Overhead, Profit Targets.
Growth % To Previous Year.
Revenue/Gross Profit Contributions Per Product Line.
New/Returning Customer Contributions Per Product Line.
Total Of New/Returning Customer Acquiring For The Year.
Revenue/Gross Profit Contributions Per Sales Channel/Unit.
Monthly & Weekly Breakdowns Target.
Who Responsible.
4) Define Market Territories
Categories Will The Organisation Dominate.
of what product?of what segment?of what geography?of what industry?
With What Core Value Propositions.
what?that provides what?that prevents what?better product, cheaper (better product), or better accessibility to product?
With What Core Customers.
who?struggling with what?due to what?
With What Core Strategy To Acquire New/Returning Customers.
encourage substitution of consumption from xx to what? where? when?education on threats and opportunities of product adoptions?social proofs from clients, customers, users?
5) Define Organisation Core Key Performance Indicators (KPI)
Team KPI (weekly & monthly).
Team execute XX to acquire XX new customers per channel.Team execute XX to acquire XX returning customers per channel.Team execute XX to acquire XX ascending customers per channel.
Customer KPI (weekly & monthly).
XX amount of new customers sales per product line.XX amount of returning customers sales per product line.XX amount of ascending customers sales per product line.
Sales KPI (weekly & monthly).
XX amount of sales per product line.XX amount of gross profit per product line.
Financial KPI (weekly & monthly).
XX amount in marketing expenses.XX amount in facility & admin expenses.XX amount in salary expenses.
Operational KPI (weekly & monthly).
Production Days below XX Days.Customer Acquisition Cost below XX.Sales Days below XX Days.Payment Days below XX Days.Billing (Payable Days) above XX Days.Inventory Turns above XX.Order Fulfilment Days below XX.Order Completion Rate below XX.Customer Satisfaction Score above XX.Referrals Rate above XX.
Who Responsible.
XX for Team XXXX for Team XXXX for Team XX
6) Establish Meetings Rhythms
10 Mins Daily Meetings (Operational Issues)
40 Mins Weekly Meetings (KPI Scoreboard Tracking)
1.5 Hour Monthly Meetings (Scoreboard Tracking + Strategic Brainstorming).
4 Hour Quarterly Meetings (Quarterly Business Review + Strategic Brainstorming)
x
|
|
x
Productive Organisational Culture:
1) Clarity Culture
Everyone in the company has clear view on the business market territories, financial health, growth strategy, and are accountable with their own team and personal priorities toward growth objectives.
2) Cadence Culture
Meeting Rhythms Agendas are established to consistently track daily, weekly, monthly, quarterly operational performance — assuring the attainment of growth objectives.
3) Innovation Culture
Everyone in the company has business acumen to track and uncover opportunities in innovating operational processes to constantly elevate customer experience, product accessibility, internal costs decrements, including activities that increase reputations, product consumptions, profit margins, and cash flow.
x
|
|
x
Incremental Impact:
1) High Labor Efficiency Ratio
Every RM1 in Annual Salary Expenses are contributing to >RM3 in Gross Profit with increments Executive Team's ability to contribute in strategic decisions and execution to produce more efficient, scalable pipelines of sales and gross profit contributions.
(eg 1: LER = 6.00)
(eg 2: Salary Expense = RM2mil, Gross Profit = RM12mil)
(eg 3: Gross Margin = 65%, Revenue = RM18.46mil)
2) Performance Leverages
Reputation (High), Revenue (High), Operating Costs (Low), Gross Margin (High), Profit Margin (High), Cash Flow (High).
3) Category/Market Leadership
Leading its Market Territories; Segments, Geographies, Verticals, Industries.
Workshop Tentatives
How it work
Step 1/3:
The Discovery.
After filling out the form to request the workshop, confirming the dates/venue for the workshop, and receiving the invoice, Khai will schedule a 1.5 hour meet with the client to understand more about the business; where it’s going, what problems it’s facing, and the core things the client would like to prioritise for the workshop.
This Discovery Session will help Khai to prepare drafts of the client’s Market Territories, Summary of Management Intents, and Operational Improvement Ideas for the workshop discussions.
To further make the benchmarking process easier during the workshop, Khai will need the requiring documents to be submitted 3 days prior to the D-Day of the workshop. These documents will help Khai understand more of the business and ensure the benchmarking process is more accurate:
Monthly & Yearly P&L and Cash Flow Statements Summary (2024 till to date).
Monthly Forecast Projections (2025). {IF HAVE}
Monthly Sales Data and Revenue Breakdowns Summary (2024 till to date).
Organisational Chart.
Existing Growth Plan. {IF HAVE}
Step 2/3:
The D-Day.
The first day is a benchmarking session where Khai will go through the overview of the client’s Market Territories (prepared by Khai), and benchmark the business annual/monthly profitability, revenue contributions, gross contributions, overheads, and cash growth with the attendees.
The first day will follow with:
8:45: Arrival of attendees.
9.00: Introduction and Overview of Workshop.
Getting to know the people and introducing the workshop.
9:30: Market Territories Discussion.
Understanding the business core customers, offerings, and positioning.
10:30: Year Growth Objectives Discussion.
Projecting/benchmarking the business annual & monthly revenue, cost of sales, overhead, and profitability including its revenue contributions.
1:15: BREAK
2.30: Core Organisational KPI Discussion.
Understanding the breakdown of numbers including the commitments needed to achieve annual targets.
3:30: Commitments Scheduling.
Schedule Team commitments in Calendar.
4:30: Feedback and Closing QnA.
5.00: Finish.
Step 3/3:
The Follow Up.
2 weeks to 1 month of the D-Day, Khai will have a 1.5 hour follow up session with the client to have an overview of the client’s team accountability, commitments, and address any issues related to the strategies crafted for the benchmarking.
Our Kind Of Environment
✅ private session
✅ casual meeting concept
✅ casual dress code
✅ malay & english
✅ questions are welcome anytime
✅ semi-board meeting format
✅ director's insights
✅ actionable worksheets
✅ post-workshop support
✅ x2 post-workshop quarterly review
✅ business book recommendations
✅ insightful podcast recommendations
the feedbacks
What the participants have said about us:
Carsuka Automotive Sdn. Bhd.
Carsuka Automotive Sdn. Bhd.
— Keith Lai, Product Manager of Carsuka Automotive Sdn. Bhd.
Khai is obviously very well-read. I enjoyed the sessions and I really like the casual format of the workshop. What I learned has gave me a more concrete framework and metrics to benchmark profitability and cash flow. I really signed up for this and I highly recommend other SME Owners and Executives to participate in this workshop.
Nelissa Hilman Ventures Sdn. Bhd.
Nelissa Hilman Ventures Sdn. Bhd.
— Nelissa Hilman, Managing Director of Nelissa Hilman Ventures Sdn. Bhd.
I think it's about who we bounce numbers with and the finance part of expertise is what Khai do have. Now, I just SEE BETTER — whether I have enough reserves, what we're lacking, the potential to hire more, and what more can we do. The Forecasting and Execution side of things really brings out the clarity in me.
Annabu Studio Sdn. Bhd.
Annabu Studio Sdn. Bhd.
— Farhanah, Managing Director of Anaabu Studio Sdn. Bhd.
For someone who has been doing business with try and errors, this workshop really helped me realise the importance of Management to Benchmark the numbers.
For a fashion line business, creative work has been the only thing I'm putting my attention to. Now, I can finally look at the financials, understand them, and make better decisions for the business rather than solely on creative basis. I wished we could've known about all this during our starting phase with the business — we would've managed the business way better.
Tangcup Sdn. Bhd.
Tangcup Sdn. Bhd.
— Eunice, Managing Director of Tangcup Sdn. Bhd.
I'm glad I came to to this workshop. I've been doing things with gut feeling and know I can finally do things with structure. I'd never benchmark the numbers before and only tried to figure things out later. There were no monitoring of proper KPI so these structures of numbers are extremely useful for me. I highly recommend other SME Owners to participate in this workshop.
Tangcup Sdn. Bhd.
Tangcup Sdn. Bhd.
— Joyce, Co-Founder of Tangcup Sdn. Bhd.
This workshop has given me an opportunity to understand my partner's POV better. Not to mention this workshop is super highly productive because in real boardrooms, this whole thing would take at least a whole week or a whole month. The fact that we progressed so much in this workshop is amazing.
I think this is more helpful than whatever MBA is out there. Khai is very articulate and he speak with a lot clarity. Even through this workshop can be a triggering exercise, it's extremely helpful. A thousand percent I would recommend this workshop to other SME Owners or Executives.
1 Day Benchmark Workshop
Service Description:
Private 1 Day Benchmark Workshop for SME Owners and Executives to review business health and strategically plan the building blocks required to achieve their year objectives of customer growth, revenue growth, profit growth, and cash growth.
Option 1:
RM 2,600/company for 2 Pax
Option 2:
RM3,500/company for up to 5 Pax
Terms & Conditions:
Preferred Custom Workshop Day must be at least two weeks ahead from the day of filling out this form.
The workshop can be conducted at the attendee's office, or any convenient co-working space in Klang Valley (with associated meeting space costs borne by the client).
Clients outside of Kuala Lumpur, Selangor, or Malaysia can also arrange for the workshop to be done at their HQ (with associated travelling and meeting space costs borne by the client).
Fill in the form below to request the workshop.
Once submitted, Khai will reach you personally on WhatsApp or Email to confirm the workshop dates, venue, send the invoice, and schedule the 1.5 hour discovery session with you.
the work:
Benchmarking
-
New Product Expansion.
New Distribution Channel Expansion.
New Customer Segment Penetration.
New Geography Penetration.
Cross-Industry Penetration.
-
Cash Accumulation Target
Operational Function Integrations.
Talents Hiring & Training.
Technological Efficiency Integrations.
Procurement/Distributions Calibrations.
-
Year 202X Revenue, Gross Profit, Overhead, Profit Targets.
Growth % To Previous Year.
Revenue/Gross Profit Contributions Per Product Line.
New/Returning Customer Contributions Per Product Line.
Total Of New/Returning Customer Acquiring For The Year.
Revenue/Gross Profit Contributions Per Sales Channel/Unit.
Monthly & Weekly Breakdowns Target.
Who Responsible.
-
Categories Will The Organisation Dominate.
of what product?
of what segment?
of what geography?
of what industry?
With What Core Value Propositions.
what?
that provides what?
that prevents what?
better product, cheaper (better product), or better accessibility to product?
With What Core Customers.
who?
struggling with what?
due to what?
With What Core Strategy To Acquire New/Returning Customers.
encourage substitution of consumption from xx to what? where? when?
education on threats and opportunities of product adoptions?
social proofs from clients, customers, users?
-
Team KPI (weekly & monthly).
Team execute XX to acquire XX new customers per channel.
Team execute XX to acquire XX returning customers per channel.
Team execute XX to acquire XX ascending customers per channel.
Customer KPI (weekly & monthly).
XX amount of new customers sales per product line.
XX amount of returning customers sales per product line.
XX amount of ascending customers sales per product line.
Sales KPI (weekly & monthly).
XX amount of sales per product line.
XX amount of gross profit per product line.
Financial KPI (weekly & monthly).
XX amount in marketing expenses.
XX amount in facility & admin expenses.
XX amount in salary expenses.
Operational KPI (weekly & monthly).
Production Days below XX Days.
Customer Acquisition Cost below XX.
Sales Days below XX Days.
Payment Days below XX Days.
Billing (Payable Days) above XX Days.
Inventory Turns above XX.
Order Fulfilment Days below XX.
Order Completion Rate below XX.
Customer Satisfaction Score above XX.
Referrals Rate above XX.
Who Responsible.
XX for Team XX
XX for Team XX
XX for Team XX
-
Item 10 Mins Daily Meetings (Operational Issues)
40 Mins Weekly Meetings (KPI Scoreboard Tracking)
1.5 Hour Monthly Meetings (Scoreboard Tracking + Strategic Brainstorming).
4 Hour Quarterly Meetings (Quarterly Business Review + Strategic Brainstorming)
to build the cultures:
Organisational Cultures
-
Everyone in the company has clear view on the business market territories, financial health, growth strategy, and are accountable with their own team and personal priorities toward growth objectives.
-
Meeting Rhythms Agendas are established to consistently track daily, weekly, monthly, quarterly operational performance — assuring the attainment of growth objectives.
-
Everyone in the company has business acumen to track and uncover opportunities in innovating operational processes to constantly elevate customer experience, product accessibility, internal costs decrements, including activities that increase reputations, product consumptions, profit margins, and cash flow.
to have the impact:
Incremental Impact
-
Every RM1 in Annual Salary Expenses are contributing to >RM3 in Gross Profit with increments Executive Team's ability to contribute in strategic decisions and execution to produce more efficient, scalable pipelines of sales and gross profit contributions.
(eg 1: LER = 6.00)
(eg 2: Salary Expense = RM2mil, Gross Profit = RM12mil)
(eg 3: Gross Margin = 65%, Revenue = RM18.46mil) -
Reputation (High), Revenue (High), Operating Costs (Low), Gross Margin (High), Profit Margin (High), Cash Flow (High).
-
Leading its market territories; segments, geographies, verticals, industries.
FAQs
(Frequently Asked Questions)
-
No, there are no specific annual revenue requirements to attend this workshop. It is open to all business leaders, including Directors, CEOs, Founders, and Executives, regardless of company size or revenue.
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No, business leaders across different industries are welcome to attend!
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No, all companies are welcome regardless of their current financial calendar position.
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No, this workshop is open to everyone. Whether you're an experienced leader or just starting your journey in business, you'll gain valuable insights and practical strategies tailored to your needs. No prior expertise is required!
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Monthly & Yearly P&L and Cash Flow Statements Summary (2024 till to date).
Monthly Forecast Projections (2025). {IF HAVE}
Monthly Sales Data and Revenue Breakdowns Summary (2024 till to date).
Organisational Chart.
Existing Growth Plan. {IF HAVE}
Notebook & Pen
Laptop
Growth-Focused Mindset
-
Yes!
Clients will receive worksheets to the benchmarking and strategic execution framework used on the D-Day
Clients also are entitled to the Follow Up session, including direct contact access to Khai Yusri — providing ongoing support and guidance to ensure the effective execution of strategies.
-
Workshop D-Day is from 9AM-5PM. Venue will be decided by the client:
The workshop can be conducted at the attendee's office, or any convenient co-working space in Klang Valley (with associated meeting space costs borne by the client).
Clients outside of Kuala Lumpur, Selangor, or Malaysia can also arrange for the workshop to be done at their HQ (with associated travelling and meeting space costs borne by the client).
-
Yes, break time is from 1:15pm to 2:30pm. There will also be occasional 5 mins break along the workshop sessions.
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It's highly recommended to have your breakfast before coming to the workshop.
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You can DM Khai on Instagram @directorkhai. You can also email him at khai@leadersift.com
He will be happy to welcome and accommodate your questions.