Dialogue in the Workplace:
It's Happening Whether the Owners are an Active Part of it or Not
How to Respect Someone When Perspectives Clash

 

       "Your

             Business

                   Improvement 

                            Specialist"

 

 

 

 

 

 
Full-Scale Operational Develop Depend

Full-Scale Operational Development Projects:

Full-Scale projects involve from 3 to 5 phases of implementation, depending on the scope of the project and company size. Capabilities include: Assessing overall company performance, strategies and vision. Improving cash flow, profitability and operational systems. Assessing department managers, sales force and key employees. Establishing renewed short-term, mid-term and long-term strategies. Develop and implement needed S.O.P.'s, metrics, production standards, training, communication methods, sales and marketing. Help cultivate a congruent workforce in-line with ownership culture/values.
A  la Carte Services:

The following services can be provided on a per need basis.

  

Strategic Planning

- Short-term Planning: Planning for immediate needs to a specific issue, such as, getting out of a cash flow crunch, launching a new product/service, how to manage fast growth, etc.

- Long-Term Planning: Detailed planning for the overall future direction and needs of the company. Can also include exit planning.

   

Obtaining Business Loans

- Loan Processing: Submitting loan requests to Banks and Private Equity Lenders that specialize in Small Business and Commercial Loans.

- Documents Preparation: Assistance in completing the necessary loan documents.

- Position Development: For companies that do not qualify for a business loan at the present time -- I work with owner to make appropriate changes in the structure and planning to put the company in position to obtain financing.

Ownership Accountability

- Monthly Accountability Process: This is a monthly 1-on-1 meeting lasting 2-2.5 hours, where we cover the goals you are working on and the important issues you are facing. The meetings are tracked monthly and owners are kept accountable. This is a key program for procrastinators!

Forecasting & Budgeting

- 12 Month Revenue & Expense (Budget) Projection:

- 12 Month Cash Flow Projection:

- Break-Even Projection:

- Sales Projections per Salesperson:

- Marketing ROI Projections:

- Growth Management Projections:

Cash Flow Management

- Creditor Payment Negotiations:

- Creditor Payment Plan:

- Receivables Collection Plan:

- 12 Month Cash Flow Projection:

 

Writing and Implementing Job Descriptions

- Writing Job Descriptions, Responsibilities & Duties:

- Implementing Job Descriptions:

 

Writing and Implementing Standard Operating Procedures

- Development of Processing & Production Standards:

- Writing S.O.P's:

- Implementing S.O.P.'s:

 

Key Business Metrics

- Developing Key Business Metrics:

- Implementing Metrics:

- Monitoring Metrics:

Analytical Projects

- Financial Assessment of Balance Sheet & Profit-Loss Statement:

- Analyze Expenses:

- Analyze Revenue Sectors:

- Analyze Company Marketing:

- Analyze Company vs. Industry:

- Analyze Customers: demographics, high yield-low yield,

- Assessment of Company Culture:

- Assessment of Management & Employees:

 

Organizational Communication  

- Ownership/Partner Communication: (includes the "AIM" Process)

- Ownership/Management Communication:(includes the "AIM" Process)

- Sales Management/Sales Communication: (includes the "AIM" Process)

- Management/Staff Communications:(includes the "AIM" Process)

 

Management Development

- Accountability Programs:

- System Improvement (Kaizen) Programs:

- Communication Improvement Programs:

- Goal Setting Programs:

- Departmental Budgeting:

- Lean Practices:

Sales Training & Development

- Develop Top Performing Sales Team:

- Develop Sales Goals:

- Develop Sales Niches:

- Develop Sales Tactics:

- Develop Sales Metrics:

- Develop Consistent Customer Communication:

Customer Service Development

- Develop 5 Star Customer Service:

 

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