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

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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!

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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.
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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.
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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.
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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. Quartly 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.