Module #1: An Assessment of Current Reality

The first step involves getting a clear picture of current reality of the organization, reporting it clearly so everyone understands the current reality with its inherent strengths and weaknesses, then developing a sense of ownership from everyone toward enhancing the strengths and decreasing the weaknesses. The first process we use to accomplish this is to perform an assessment of the firm.

Through testing and interviews we will assess the following: Efficiency, Productivity, Morale, Profitability, Leadership and Management Effectiveness, Strategic Planning and Alignment of Resources, and Marketing Effectiveness.

The assessment of your organization includes objective and subjective data gathering. We use an instrument called that measures the amount of productive and counterproductive effort present in your firm. This results in a bottom line number of how efficient you are working as an entire team. This instrument has shown some firms to be working at below 40% efficiency. Our process has helped turn that around so the firm begins working at 80% to 90% efficiency.

The subjective aspect of the assessment includes one-to-one interviews made up of a cross section of people in your firm, including leadership and every major department or level segment. Further, data is gathered from focus groups made up of everyone else in the firm divided into small groups. In large firms, the focus groups are made up of representatives from the rest of the organization. The time to implement this assessment phase is determined by the amount of people in your organization. Sometimes, when the firm requests it, we will also do data gathering from a cross section of clients or customers as well. This provides a complete internal and external assessment.

The results from this data are synthesized into a report delivered at a meeting (or meetings) attended by everyone in the firm. This meeting is an educational process instead of a data dump. One of the end results from this meeting is to have everyone understand the presence of the strengths and weaknesses in the firm. Additionally, everyone needs to own these strengths and weaknesses. Everyone needs to accept responsibility for changing them. No longer is it just a leadership issue; it is an entire team issue. Reality concepts such as "everyone is the face of the firm" and "everyone's work affects everyone else's work" are fully taught and bought into by the attendees of the meeting. In addition to everyone's understanding and ownership of the details of the report, there is a sense of "we" as people leave the meeting. No longer is anyone able to say it is a "he, she, or they" issue, the issues are "ours!"

There is always a sense of energy and motivation that occurs after this first step. People tend to have a sense of cleansing that occurs from getting all of the negative information off of their chest. Further, things that are not usually talked about are openly talked about and owned by everyone, which lessens the burden for those who feel like they have been carrying these issues all alone. A sense of willingness to work on these issues and the heightened sense of hope, motivation, encouragement, and energy are the wonderful side benefits to the first step which focuses on a full understanding of current reality and a sense of shared ownership towards dealing with that reality.

Go to Module #2: People (Interpersonal Training)

If you want to know more about our 5-star business development module, schedule a free 45-minute consultation to get your questions answered by calling 800.792.1262.

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Module #1: An Assessment of Current Reality
The First Step Toward Success

Module #2: People (Interpersonal Training)
Ensuring That The Most Valuable Of All Resources, Your People, Can Work Well Together.

Module #3: Direction (Visionary Strategic Planning)
Through A Dynamic Process We Will Help You Create A Shared Visionary Strategic Plan.

Module #4: Efficiency (Organization of Systems and Structure)
Creating Greater Productivity and Profitability by  Defining an Organizational Structure and Efficient Management Systems.

Module #5: Effective Marketing (Growth & Delivery)
The Ability To Deliver A Product With Abundant Success.

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If you want to know more about our 5-star business development module, you can schedule a free 45-minute consultation to get your questions answered by calling 800.792.1262.