Business Transformation Coaching Services
“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.” – Tom Landry
Have you reached a plateau in your business where you know that it’s time for a fundamental change in yourself and the business? When you’ve reached your peak, it is an excellent time to partner with a professional business transformation coach to help.
Foundations of Business Transformation
Scaling Up your business requires getting these four foundations in place for your future business.
People
Business success always begins with leadership and people. Systems for hiring and development are essential.
Strategy
While a clear and inspiring vision is critical for growth, defining the strategy is equally important.
Execution
Every facet of the organization has a human with accountability
Cash
Growth consumes cash, so understanding how cash flows through your business is an essential step in scaling up.
Get a Free Business Scalability Assessment and the opportunity to meet 1:1 with Chuck
How prepared is your company to really scale? Find Out!
People
Right People, Right Place
Scaling up a business requires great people inside and outside the company – employees, customers, suppliers, partners, advisors – and a great support network at home.
KPIs & Benefits
- An optimal org chart is defined.
- Leaders are accountable and aligned with strategy.
- Metrics are in place for hiring and evaluating.
- Work is fun. Retention is high.
Strategy
Clear Goals, Plans & Actions
Your coach can help you take into account and provide a framework to accommodate all the factors that will define your business strategy including market, competition, technology, business environment and economic conditions.
Benefits
- A clear and inspiring vision is in place.
- An optimal org chart is defined.
- Leaders are accountable.
- SMART goals with metrics are in place.
Execution
Growth Requires New Systems
Your coach will make sure everyone connects the strategy to the execution. The coach keeps the strategy in front of everyone in the organization and helps them see how their daily work drives the strategy.
KPIs & Benefits
- The new systems are in place and documented.
- C-level leadership is aligned with the new strategy.
- The strategy is being executed & evaluated.
- Process are running smoothly.
- Goals are being achieved on schedule.
Cash
Internal Cash is Fueling Growth
Growth sucks cash. The key is to fund growth internally so you don’t have to turn to banks or partners. Your coach
Benefits
- Cash is funding growth, not debt.
- The cash conversion cycle is well managed.
- Cash flow is accelerating.
- Payroll is always met, with no exceptions!
What We Do
Our Success Model in Steps
Diagnostic High Level 4 Decisions Assessment
Assess the current business in terms of the framework: People, Strategy, Execution, Cash, Leadership.
Alignment of Program Goals
Identify goals and clarify expectations.
Review of Business Model + Financials
Understand the current business model and financials (P&L, Balance Sheet, Cash-Flow)
Pre-Retreat Intro Calls
Prep for offsite with introductions and high-level overview of framework.
Kick-off Retreat
Leadership offsite to teach framework and create plans.
Ongoing Process/Program
Monthly executive coaching. Quarterly planning and scaling up tools.
Get a Free Business Scalability Assessment and the opportunity to meet 1:1 with Chuck
How prepared is your company to really scale? Find Out!
Initial Process/Program
Diagnostic/High Level 4 Decisions Assessment: A discussion and analysis of the current state of the business in the Areas of People/Strategy/Execution/Cash/Leadership and the desired future state of the business.
Alignment of Program Goals with Owner (s) /Partners (s): To identify both the program goals and the owner’s personal goals, objectives, and outcomes. We also discuss expectations both from the client-side and the coaching-side.
Review of Business Model + Financials – To understand opportunities and challenges with the current business model and the financial status of the business (P&L/Balance Sheet/Cash-Flow).
Pre-Retreat Intro Calls (with all Leaders that will be participating in the Retreat and ongoing Quarterly Planning) – to get to know the whole team, solicit their insights on the team and business and to shre a high level overview of the Scaling Up Program/Process.
Kick-off Retreat – (1-2 days (typically offsite) – with the Owner(s) and their Leadership/Planning team) – To share and teach the Scaling Up /4 Decisions(People Strategy/Execution/Cash)/Rockefeller Habits Framework and begin to work/develop the Scaling Up tools and the One Page Strategic Plan. Update Annual Plan and the current Quarterly Plan
Ongoing Process/Program
Executive Coaching – Minimum Monthly Sessions with the business owner – Designed for accountability, leadership development and an opportunity for the owner to brainstorm and address critical decisions/challenges/opportunities.
Quarterly Planning – Facilitation of the Quarterly Planning Process including a deep Review and detailed Plan. We also continue to develop key Scaling Up tools in the quarterly meetings.