Onboarding
First, we will get you, and your team, onboarded to our systems and schedule our and recurring meetings. Documents, courses, and videos will be provided as needed and will educate you on aspects of how our relationship will work. It starts with a deep dive into your business. In this deep-dive:
Questionnaire: You will fill out an assessment of your goals, value proposition, finances, people, production systems, and financial systems. Don’t worry; it’s not as daunting as it sounds. . SynergyStrategy™ Assessment: You and your executive team will each take the SynergyStrategy™ Assessment. By answering questions across seven key categories, we will gain insights into your organization’s strengths and weaknesses, allowing us to prioritize improvement efforts and allocate resources more effectively. Team Predictive Index: You and your executive team will take The Predictive Index behavioral assessment. This will give us a great indicator of individual and team work styles. See for more information. Individual Sessions: I will meet with your executive team to get to know them better – their role, what is going well, and what they need help with. Quick Wins
The Quick Wins phase includes:
Level 1 KPIs: We will implement the gathering, tracking, and analysis of the seven Level 1 KPIs: Implement Ninety (as applicable): We will get your team set up on and train them on how to use the scorecard, initiative project tracking, meetings feature, and more. Have your own project, initiative, and meeting tracking software? We’ll ensure you’re using it appropriately, ensureing that all employees have access, and are using it consistently. ERA Group: ERA Group is a risk-free way to improve your bottom line. They will find extra cash in your expenses. See for more information. Based on the Deep Dive, we will determine the first quarter’s priorities. This will generally involve starting team meetings, determining and tracking Level 2 and 3 KPIs, completing a big project, staff training, etc. Quarterly Sprints
Each quarter, we will review the prior quarter’s projects, metrics, and finances and then determine the 2-3 priorities we want to accomplish that quarter. Additionally, you and your executive team will take the SynergyStrategy™ Assessment, to track progress and guide ongoing enhancement efforts.
Standing items:
The SynergyStrategy™ Assessment Prior quarter operational and financial review Choose one staff development topic Choose 2 - 3 priorities to accomplish that quarter The Rhythm of Meetings
Quarterly
SynergyStrategy™ Assessment Quarterly Review and Planning Monthly
Financial and initiative Progress Review Weekly
Weekly Tactical Department Meeting Weekly CEO/Consultant One-on-One Daily