This program is designed to provide senior management with executive support on a part-time or on call basis. As a President and CEO, I understand that executives are required to wear multiple hats and often find it very lonely sitting at the top of an organization. Often times, I wished I had just a few more hours to work on a specific project or mentor a certain individual. Additionally, there are many times I wished I had another resource or sounding board for both critical and non-critical issues.
This executive coaching and support program has been a very popular program and many of our customers have taken advantage of this program for over three years. This is a retainer program where clients have access to me 24/7 365 days via cell phone and e-mail regarding critical issues. As part of this program, I am also on site, at any one of your locations, for a pre-determined amount of hours per month for coaching and projects. Although this is a standard program, because of the partnerships created, there is a great deal of flexibility with this arrangement. It would be impossible to list all the questions I have answered and all the recommendations I made to President and CEO’s. However, I have outlined below all the services that have been provided to clients as part of this program over the past three years.
Sales and Marketing
- Development of sales and marketing plans.
- Identification of and analysis of vertical markets.
- Identification of and analysis of competitive intelligence.
- Read newsletters, brochures, mailers and Magalogs.
- Read custom logos.
- Read new company images and brands.
- Read both sales management staff and sales staff.
- Development and execution of lunch & learns, technology breakfasts and company trade shows.
- Final interviews in hiring of sales staff and sales managers.
- Read sales staff for clients
- Development of Creating Memories Events.
- Performance of cold calls for marketing events.
- Time management training and coaching.
- Read a sales strategy.
- Development and oversight of marketing campaigns.
- Development of commission plans and incentive plans.
- Development and oversight of Pilot Programs.
- Development of sales scripts and sales proposal formats.
- Event planning.
- Presentation and public speaking training.
- Review and analysis of bid documents.
- Design of trade show exhibits.
Finance
- Read "0" based budgets.
- Read business plans.
- The practice of identifying bad business and then identifying good business to replace it.
- Responsible for monthly, quarterly and annual financial analysis.
- Read all levels of financial review meetings.
- Read both financial and operational dashboards.
- Read methods and processes to increase profitability.
|
CEO Coaching
- Strategic Planning
- Read both employee and client issues.
- Read resources, including staff alignment.
- 24/7 365 availability to the management team.
- Read the screening & hiring of CFO's, branch managers, general managers & administrative staff.
- The conducting of independent third party monthly phone surveys of clients.
- Solutions to sensitive and critical situations.
- Keep management team focused and on track.
- Development of mission statements, vision statements, and core values statements.
- Life Coach
- Participation in steering committees.
- Read leadership meetings for management teams.
|
Operations
- Reviewing and recommendation of correct staffing levels.
- Oversee acquisitions from a customer retention standpoint.
- Read employees with poor performance.
- Read branch managers, operation managers, service managers and CFO's.
- Turnaround of complete cultures.
- Process improvement at all levels.
- The restructuring of departments and organizations.
- Creating effective meetings and meeting protocols.
- Creation of organization charts and work flow process charts.
- The streamlining of operational procedures.
- The conducting of quality surveys of all levels of employees.
- Interviewing of customers that clients have lost to understand why they left.
- A variety of team building and communication exercises for company meetings.
- Read monthly, quarterly and annual meetings.
- Read new employee orientation programs.
- Read core training programs.
- Read performance review procedures and documentation.
- Read accountability and consequences to organizations.
- Read on-line internal and external customer surveys.
Project Work
Clients also have engaged IBP on a project basis. These projects are also contained in the Executive Coaching program. IBP can also be hired to perform any of these services on a project basis.
|