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 https://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 operational 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
 

 

 

TWO-DAY ASSESSMENT - STRATEGY DEVELOPMENT SERVICES
DAY 1 - (Together)
8:30     Introduction and planning
9:00 – 12:00 Interview 3-4 employees (culture and operation perspective)
12:00 – 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 – 11:30 Customer 80/20 analysis and plan (PRE – put 5 years customer revenue highest to lowest into spreadsheet
11:30 – 1:00 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       Introduction and Planning (C&D)
9:00 – 12:30     Interview 4-5 Employees (culture and operation perspective)
12:30 – 1:30 Lunch in - Complete Operations Scorecard Analysis (C&D)
1:45 – 4:30     TRAINING (All Managers & Executives attend): TEACH AND APPLY:
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 – 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 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 – 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 TEN WAYS: (Commitment)

  • Productivity Pyramid TM Goals–Coaching-Accountability–Rewards
  • 80/20 – Customer Gold Program TM
  • Performance Dashboards: A/R, A/P, Cash Flow, Contrib. Margin (CM), Productivity $Rev/FTE, $CM/FTE, NI/FTE
  • Why do Customers Buy – Build Brand –
  • Rifle vs. Shotgun Marketing TM Approach
  • Systems – Processes
  • Reoccurring or Recurring Revenue
  • Know your Competition – Market and Value Advantage
  • Optimize Product Pricing/Profits
  • Remove Product Dead Wood –Increase Margins & Profits