Stop Investments

Stop Investments

Stop Investments are the opposite of Focus Investments in that they help you identify those areas in which your current resource investment is not paying off and to work in conjunction with the Field of Play to cut back in those areas. Stop Investments refer to any business situation where you've been dedicating time, effort, people, or other resources, and the investment, as your team calculates it, is not paying off.

Stop Investments work hand-in-hand with Focus Investments.  Since human nature resists change in general, Stop Investments areas may be more difficult to implement due to staunch and articulate resistance.  The resistance derives from some firmly entrenched articles of the corporate culture including the fear of rocking the boat.  A final piece of the concept is a entrenched believe that in order to build business, you should consider responding to every request for proposal, and fight for every piece of businesses if it meant your survival.  What this really means is that throwing unlimited resources at all of its good opportunities  creates a distinct competitive advantage over resource--constrained rivals.  However this sounds plausible, in economic formulas, in the real work this conventional believe spells disaster.  

Fig. 41, Stop Investment section

To add a Stop Investment:

      1. From the Goal detail panel, click the Add icon in the Stop Investments section to open the section.

      2. The following are descriptions of the fields in this dialog

Description - the text description of the Stop Investment.   If the Repository icon is available, you may choose from a list of suggested Stop Investments.  Make your selection and then click Done.

Contact - an Account contact who may have input on the Stop Investment

When - the date the Stop Investment item was created

Assigned To - the person within your organization that will be responsible for the Stop Investment item

Completed - the date the Stop Investment item was completed

Status - the status of the Stop Investment item. The values of this field may vary according to your SAM installation.   Simply select the radio button next to the Status you want to enter.

Type - the priority of the Stop Investment item. The values of this field may vary according to your SAM installation.   Simply select the radio button next to the Type you want to enter.

      1. Type a description of the Stop Investment in the Description field.

      2. To assign a Contact, click the Search icon in the Contact field and do one of the following:

        • If the desired name appears in the list, select the name and proceed to step 7.

        • If the desired name does not appear in the list, select the Search tab and proceed to step 5.

      3. Type the desired search criteria in the First Name, Last Name, or Account field and click Go.

Fig. 41a, Contact Search

6.  From the list of items that match the search criteria, select the desired contact to populate the Contact name.

7.  Complete the other fields as desired.

8.  When you have completed entering the desired data, click Done to save and close the section or click the Add icon to add another Stop Investment.

To delete a Stop Investment:

      1. In the Goal's Detail Panel, click the desired Stop Investment and click the Trash Can icon. A message box appears asking you to confirm the deletion.

      2. Click Yes to delete or No/Cancel to cancel.

To edit an existing Stop Investment:

In the Goal's Detail Panel, click in the entry and edit the text inline.  Click Done when you have completed.

​To enter a date for When and Completed:

In the section you are editing, click on the calendar icon next to When or Completed.  This will open a calendar tool that allows you to select the date.

Fig. 41b, Calendar icons

Fig. 41c, Calendar tool

Click the X to the right of the calendar when you have selected the date.  The date will appear in the text field.

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