Alignment

We align strategy and execution through our proprietary Focus Chart – a tool that defines the company’s key objectives with specific and measurable goals. With broad participation by ownership, management, and employees, this resulting balanced scorecard ensures all stakeholders understand their role in the achievement of the company’s vision.

Click below to explore the various parts of the Focus Chart and learn why this is such a crucial process.


Your mission, vision, and core values define the direction and culture of your organization. These are the guideposts for making strategic and operating decisions.

Example:

Palladian Health

“To provide the best access for clinically excellent and affordable muscular and skeletal health.”

Your mission, vision, and core values define the direction and culture of your organization. These are the guideposts for making strategic and operating decisions.

Example:

Summer Street Financial

“Integrity, Accountability, Excellence, and Relationships”

We expect direct and open dialogue; we are focused on driving excellent outcomes; we are accountable for our decisions, and mindful of their impact on our key relationships.

Critical Success Factors (CSFs) are the levers that will enable your company to realize your vision.

Example:

Palladian Health

“World-Class IT Infrastructure”

Technology-enabled managed care is critical to our ability to improve patient outcomes and lower delivery costs for musculoskeletal care.

Critical Success Factors (CSFs) are the levers that will enable your company to realize your vision.

Example:

Belmont

“Consistent Product Quality”

Ensuring consistent quality is the first priority in achieving our mission of being a trusted supplier of “Innovative, Quality-Assured Meat Products.”

Key Measures are specific, measurable goals established for each Critical Success Factor to ensure timely execution.

Example:

Palladian Health
CSF:

Grow profitably

Key measure:

Exceed earnings forecast by greater than 15% while maintaining compliance with all financial covenants

Key Measures are specific, measurable goals established for each Critical Success Factor to ensure timely execution.

Example:

Belmont
CSF:

Product Quality

Key measure:

Achieve annual food safety audit score of 95% or better

Key Measures are specific, measurable goals established for each Critical Success Factor to ensure timely execution.

Example:

Interstate Waste Services
CSF:

Compliance

Key measure:

Complete six mock DEC facility inspections per year

Key Measures are specific, measurable goals established for each Critical Success Factor to ensure timely execution.

Example:

Wilcare
CSF:

Employee Development

Key measure:

Develop annual employee survey by Q3

 
 
 
 
Focus Chart

  YOUR OUTCOMES  
Focus Alignment Execution readiness
  • Strategy operationalized, with clear and measurable goals driving the achievement of each Critical Success Factor.
  • Clarity of purpose for the organization and shareholders.
  • Cash and equity compensation directly aligned with achievement of key measures.
  • Clear exit plan and timetable to achieve a successful outcome for all stakeholders.
  • Any gaps in the organization are identified and filled, bringing necessary resources to achieve strategy.
  • Rigorous measurement and continuous improvement of key business drivers.
  • Cohesive, prepared team.

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This website is intended solely to provide information regarding Summer Street Capital Partners’ potential financing capabilities for prospective portfolio companies. The information provided on this website, including information regarding Summer Street Capital Partners and current and historical portfolio companies, is not intended to recommend any company or investment described herein and is not an offer or sale of any security or investment product or investment advice. In any event, past performance is not a guarantee of future results, and it should not be assumed that results for current or historical portfolio investments will be achieved for other investments. Representative investments are not to be considered a complete list of all investments made or currently held by Summer Street Capital Partners’ funds. Summer Street Capital Partners provides investment advisory services only to the privately offered Summer Street Capital Partners funds. Summer Street Capital Partners neither solicits nor makes its services available to the public or other advisory clients.