Vision/Clarity/Organization/Structure/Profitability
Planning & Focus Sessions:
This involves holding a half day to full day session with your key personnel. We will involve all attendees in strategic planning, establishing goals, focusing their efforts, and team building. Through this process we will:
- Establish company goals.
- Determine what your strengths are and how they benefit your customers.
- Define areas for improvement.
- Prioritize business objectives.
- Team Building.
- Develop and/or evaluate your Mission Statement.
Operational Evaluations:
Company Evaluation:
This process involves a thorough examination of your business. We will 'unwrap' your business and provide a clear and concise report that offers you a better understanding of your business needs. More importantly this process will identify areas for improvement and help you focus your attention on the most important issues currently facing your business:
- Services
- Attributes
- Customer mix
- Staff
- Organizational chart
- Growth opportunities
- Capabilities
Business Strategies:
This is a review of your specific business approach to servicing and attracting customers. We'll work together to maximize your opportunities for growth and improvement. Further we will help define and emphasize areas of importance.
Marketing Opportunities:
We will evaluate what customers you target, why, and how you can better service and attract these customers. Together we will examine your best marketing opportunities while working within your budget.
Office Organization:
Often with businesses, we focus our attention toward other areas as our firm develops. It is the office environment that services both our employees and customers. Your office environment can be a reflection of your business to your staff and customers. We will provide you with a structure that can be most complementary to your business.
Develop your Businesses Resume:
Many businesses forget who they are, what they emphasize, and what they stand for. All of these feature lead to great marketing tools that are often lost in the shuffle of your daily activities. We will sort these attributes out, highlight them, and hold them in the forefront of your business for your staff and customers can appreciate.
Staff Evaluations:
Staff Review:
It is always important that your team works together. We will take a look at your staff, its structure, and how it interacts. Ultimately, we will evaluate or develop an organizational chart that helps you become as efficient as possible. We will develop job descriptions for each staff member to help focus their attention on your business.
Performance Expectations and Job Descriptions:
Eliminate uncertainty surrounding what your employees think you expect from them and what they can do for you. We will strive to get your team working together and on the same page through developing a motivating and stimulating outline of what you expect from them.
Wage and salary program:
Employees like to grow and develop. We can help define wage scales, job classifications, and develop a road map that allows your employees a clear picture of what opportunities are available within your organization. We will develop criteria for wage increases that are definable and clear. We will help you compete with your competition and provide affordable incentives that keep your staff exited and motivated.
Define Employee Benefits:
Often businesses don't recognize the many benefits they have in place for their employees and forget how beneficial it is to capture and communicate them. There are many very affordable benefits that are motivating for employees that can be explored.
Financial Reviews:
Budgeting:
We will sit down with you and discuss your financial statement, review your chart of accounts, understand your estimating process, get a clear understanding of how data is collected, and help you develop a budget.
Overhead Evaluations and Cost Cutting Recommendations:
Lean is good! We can help you make tough decisions in your business that will lead to cost savings and provide critical efficiencies. We will review all fixed costs, labor costs, and overhead costs. Ultimately our goal will be to identify any costs that are unnecessary expenditures for your business.
Budget Reviews:
Forecasting is very important. We will help you establish a budget that is understandable and something you can manage your business by. We can set up a process by which forecasting can help you maintain your budget and keep your business on target.
Purchasing Evaluations and Outsourcing Reviews:
Purchasing can comprise a large portion of businesses expenses. This is an area where that can often be over looked in a business. We will help you structure and better define the methods by which you conduct your purchasing. This process is balanced by encouraging strong ties and alliances with vendors. Additionally we will look at ways you may outsource services and evaluate how effective and efficiently these services are managed.
Payables and Receivables:
We will sort out your aged receivables and target expediting collections. This is money you earned and must be collected! We will work to improve your payables and how you approach them. Cash flow management is critical and improving these key elements of your business is critical.
Business Plan:
Plan for success and set a road map for your operations as follows:
- List your business priorities
- Financial history and budget
- Develop a capital spending plan
- Sales Plan
- Operational plan
- Human resources
- Planning and monitoring process
Business Mentoring Program:
We'll take all of the above and revisit it each month or each quarter. You will have full access to us by phone or email to run ideas by and offer suggestions. We will formally sit down and meet with you during the designated timeframe and through a detailed checklist; we will track your businesses performance.
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