Step 1 - Assess
The first step is to determine what YOUR personal goals are for your life and your company, because your company's prosperity will determine your personal prosperity. Therefore once Terry and you determine what lifestyle you are striving for, then both of you can set goals and objectives for your company in such a way that you can live the lifestyle you are planning for yourself.
Then once you determine your personal goals and your company goals, then you and Terry make an assessment of your company by looking at each of your business operating units and make a determination of their effectiveness, efficiency, and potential for moving your business to the next level of revenue and profitability. Due to the importance of proper communication and leadership skills in the efficient operation of your company, Terry will assess these skills with you as well. He will do this by asking probing questions to get the information out of you about your company.
This may include any or all of the following areas of expertise and/or operating units, and could include others based on your particular business.
We will assess the efficiency and effectiveness of each of these operating units and which one(s) need our attention first.
One of the major problems facing many business owners is that they are working so hard tactically "IN" their businesses, that they spent very little or no time working "ON" their businesses from the outside with an eye towards growing each operating unit, and the business as a whole, to the next level of revenue and profitably.
Which means that we may find operating units that are running very efficiently and effectively, but they are not poised for growing your business to the next level? Therefore, operating units will be assessed based on this element also.
Another very important area that we will assess, is your time management skills and the time management skills of your management team and sales organization.
Once we have assessed your business and your operating units, we will move to the evaluation process.