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Product Overview
Business
Coaching Manual
A step-by-guide to effective business coaching that covers the Five-Step
Coaching Process and the Role of the Coach.
Personal
Goal Setter™ Plus
Reviews the personal finances, business value and quality of life situation of the owner and identifies the owner’s key goals related to changing their lifestyle and transitioning out of the business.
In addition to being able to generate a detailed diagnostic on the business owner, Personal Goal Setter™ Plus puts the power in your hands to:
- Examine shareholder alignment between the owner and their shareholders.
- Collect information on assets, liabilities, receipts and payments.
- Forecast if growth in the owner's net worth will meet their transition goals and their retirement needs.
- Perform scenario analyses to measure the impact of varying assumptions.
- Quickly produce an indicative valuation of the business today.
- Gather information on the owner's personal affairs.
- Calculate the owner's return for effort, as opposed to return from capital invested.
- Store important client documents in a central repository.
- Undertake a goal setting session with the owner to transform goals into action plans.
- Transfer action plans into a project plan, and coach the owner throughout the assignment.
"One of our manufacturing clients asked us recently to help them with tax planning for their succession. The owner wanted to transfer his shares to his sons and key employees. We suggested that he needed to check that his sons actually wanted to take up the roles he had mapped out for them and told him about Personal Goal Setter Plus. He agreed for us to use PGS+ for each of his eight key personnel at £750 for each person. This is the latest success we have had with PGS, having used it 18 times over the last six months. Our clients’ feedback has been very positive without exception." |
Dennis Muxworthy, Bentley Jennison |
Business
Strategy™
An overview of the strategy development process and how to implement
the strategy for the business.
Navigator™
Model the financial forecasts, report on actuals against budget and
generate a management report that covers both financial and non-financial
performance.
Performance
Improver™
A complete library of step-by-step guides on how to improve a wide
range of business processes.
TEAM
Builder™
An assessment of the current climate of team cohesiveness between
employees and a practical implementation plan to reduce the team’s
reliance on the owner.
The
Team Building Program training DVD
An entertaining, informative and very practical way to demonstrate
how to build an elite team. As a training tool, the program is extremely
easy to use. This comprehensive program comes with a set of facilitator's
notes, which supplies further background information on all 10 building
blocks in the DVD presentation.
Designed, written and constructed
by Leigh Matthews, a leading sports coach, in conjunction with corporate
business psychologist Yvonne Willich.
Project
Plan™
Manage actions, responsibilities and timelines for any initiatives
identified during each phase of the process.
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Business
Coaching Manual
