Scheduling Your Planning Session
Pick The Option That Works Best For Your Company

Watch Dale In Action – Scheduling Your Planning Session
A.) Sample Valuation Report LINK http://successbiznow.com/valuation-financial-services/ “Click Sample Valuation Report”

B) Vistage member valuation contract – Schedule a FREE consultation!  Contact Us to discuss the big Vistage Discount

C) Outline for a two-day and three-day company financial and operation assessment and strategic planning session (Below)

D) Top 7 way to increase value slide. (Below two day)

E) Ten Company Risk Factors

Preview one of Dales Presentations- Watch Dale In Action
1. TWO-DAY ASSESSMENT – STRATEGY DEVELOPMENT SERVICES:

DAY 1: (Together)
• 8:30 AM       Introduction and planning
• 9:00-12:00 Interview 3-4 employees (culture and operation perspective)
• 12:00 PM – 1:00 Lunch in – Complete operations scorecard analysis with CEO
• 1:00 – 2:00 Goals, Coaching, Accountability & Rewards – Methods, tools, plans
• 2:00 – 3:00 Review Financials, Contribution Margin Analysis
• 3:00 – 4:30 Product Line profitability analysis (PRE-obtain product profit data)
• 4:30 – 5:00 Recap and action plan prepare from DAY 1 analyses

NIGHT 1: (Dale)
• Complete Employee Interview Analysis and Prepare Overview

DAY 2:
• 8:30 AM – 11:30 Customer 80/20 analysis and plan (PRE – put 5 years (each year individually) customer revenue highest to lowest into spreadsheet
• 11:30 – 1:00 PM Lunch in – Performance Metrics
• 1:00 – 2:45  Market Opportunity Analysis
• 2:45-3:15      Recap and Action Plan from Day 2
• 3:45                 Meeting Ends

THREE-DAY ASSESSMENT & STRATEGIC OPTIMIZATION AGENDA:

DAY 1: COMPANY (CEO and Dale = C&D)
• 8:30 AM         Introduction and Planning (C&D)
• 9:00-12:30    Interview 4-5 Employees (culture and operation perspective)
• 12:30 PM – 1:30 Lunch in – Complete Operations Scorecard Analysis (C&D)
• 1:45–4:30     TRAINING (All Managers & Executives attend): TEACH AND APPLY:
o Productivity Pyramid: Goals, Coaching, Accountability & Rewards,
o Customer 80/20 Gold Program Concept
o Why Buy Activity (All Managers should attend)
•  4:30–5:00  Recap and Action Plan – Review DAY 1 Analyses

NIGHT 1: (Dale)
• Complete Employee Interview Analysis and Prepare Overview – Opportunity List

DAY 2:
• 8:30 AM–1:30 Customer 80/20 Analysis and prepare detailed plan. (PREPARATION BEFORE – gather 5 years data (each year individually) Customer Revenue Highest to Lowest into Spreadsheet (CEO & Customer Service/Bus Dev)
• 11:30–1:00 PM Lunch in – Review Day 1 Employee Interview/Operations Optimization Opportunities (CEO)
• 1:00–2:45     Market Opportunity Analysis Matrix Analysis – Growth Area Identification (CEO & Bus Dev)
• 3:00–4:30    Product Line Profitability Analysis (PRE-obtain all data on product profitability) (CEO & CFO & Production Team)
• 4:30-5:00     Recap and Action Plan from Day 2

DAY 3:
• 8:30 AM – 10:00 Review Financials, Contribution Margin Analysis (CEO & CFO)
• 10:15-11:30     Financial Performance Metrics (Executive Team)
• 11:30 – 12:30  Lunch in – Review and Questions from Previous Work (CEO)
• 12:30-2:00     Systems Strategy: Opportunity to Reduce Risk, Increase Efficiency and Raise Value (CEO & Executive Team)
• 2:15-3:30        Examine Reoccurring Revenue Opportunities (CEO, Bus. Dev & Product team)
• 3:30 – 4:00     Recap and Action Plan from Days 1-3 (CEO)


TOP SEVEN WAYS: (Commitment)
• Goals–Coaching-Accountability–Rewards
• Customer 80/20 – “Gold Program”
• A/R, A/P, Cash Flow, Contribution Margin (CM), Productivity $Rev/FTE, $CM/FTE
• “Why do Customers Buy” – Build Brand
• Systems – Processes
• Reoccurring Revenue
• Rifle vs. Shotgun Marketing

Watch Dale In Action