Day 1

Introduction

Opening Remarks & Agenda Review

• Company Evaluation Processes and Business
• Review – BUSINESS EVALUATORTM
• Define the Company Change & Priorities Planning List

Group Training - The Improvement & Change Process in a Company

• Identifying Gaps – Gap Analysis – Focus the
• Priorities on the Key Company Issues
• The Planning Process – How to Take the Plan and Make a Reality

Leadership & Forming a Company Operating Plan

• Establishing a Vision for Your Company
• Core Vales & Operating Philosophies
• Establishing Company Goals for 2015
• Key Company Benchmarks – Discussion –
• Prioritizing Goals/Actions, & Strategies, and
• Implementation Steps for Marketing, Human
• Resources, and Operational Production Planning
• Defining & Completing Company Action Plans for
• Key Company Performance Goals

Day 2

Financial Planning & Mapping

• Financial Review
• Budgeting and Forecasting Performance

Day 3

Service & Maintenance Department Planning

• Service Department Benchmarking & Analysis –the Profitability Models
• Define and Review the Service Department Better Practice
• Service Agreement Models & Maintenance Department Better Practices
• Establishing & Writing Service & Maintenance Department Action Plans

Day 4

Creating a Lead Generation Plan with a Company Marketing Plan

• External Marketing Review
• Internal Marketing – Communications, Leadership, & Training
• Operational Marketing – Establishing Processes supportive of Marketing

Executing the Company Plan

• Group Training Session – Using a Flawless Execution Model
• Closing Comments