Business Coaching:
• Utilize another set of eyes & ears
• Leverage your knowledge
• Ask the right questions
• Understand the business of business
• Know when to apply technology
Executive & Staff Roundtable:
• Do you have a written business plan that covers the next five years?
– Clear mission/vision
– Goals over the next several years
– Objectives in the next 12 months
– Workable strategies
• Assess critical factors
– Current economic trends
– Current social trends
– Access to workers
• Do you have appropriate policies and procedures for success
Business assessment & planning:
• Do your facilities meet your needs?
• Who owns long term strategic planning?
• Who is really in charge day to day?
• Are they ready to lead?
• Are they really allowed to lead?
• Preparation for success?
• Does your ability to grow and/or migrate your company meet your needs?
• Do you have the right image?
– For today
– For tomorrow
• Is the operation structured to provide a focus on the customer
• “Care” as a differentiator
– Do you have a customer care program?
• Measure customers’ reaction
• Is your staff on board and understand their importance?
• Employee recognition plan for good customer care
Product and Service and Sales Reviews:
• Link to mission of the company
– Are you sticking to your core direction?
– What is your branding philosophy?
• Identify primary products and services
– Profit leaders
– Loss leaders
• Assess product life cycle
– Tap into trends, i.e. healthy, green, family etc.
• Do you know what your sales approach is?
– Right product
– High demand
– Price war
– Retention/repeat
– Superior service/products
• Does your team know the sales approach?
– Alignment at all levels
• Can you measure it?
– Sales revenue
– Repeat customers
