Business Analysis
The "Business Analysis" is an opportunity to help your clients take a look at their goals, both business and personal, and develop a road map for the future of their business. You will spend 2-3 hours with your client and identify their goals, challenges, Key Performance Indicators, and the most pressing and urgent needs of their business. As a Business Trainer & Coach, you will assist your client in crafting a plan for prioritizing their business growth and improvement strategies. The fees for this will depend on the size of the business and the level of plan you creates for your client.
Strategic Planning
The Estrada Strategies Strategic Planning process is an in-depth process used to help your client and their executive leadership team. This process assists them in defining goals and objectives for the future and to develop action plans to achieve those goals and objectives. During the strategic planning process you will look carefully at your clients' goals, business and personal, the strategies they have used in the past to achieve those goals, and the results they have achieved. As an Estrada Strategies Coach you will work with your client to develop a plan outlining the strategic and tactical objectives for the next year, or longer.
During the strategic planning process you will walk through a complete analysis of a business and identify which of the "Six Disciplines" are lacking systems and may be preventing them from moving forward. You will guide your client through the data collection process, help to identify key areas of need, and provide feedback in order to help them develop the best possible long-term strategic plan.
To accomplish this process a client will need to invest 16 - 20 hours of their time and up to 16 hours of their management team's time. Investing in this planning process will often save a client countless hours and thousands of dollars as they build their business.
Budget Planning
Many small to medium sized businesses operate without a clear budget plan. Because of this, owners often do not have a complete understanding of how their financial results are matching up with clearly defined goals and objectives. The Estrada Strategies budget planning process leads the business owner and their key managers step by step through the budgeting process. The result is a complete budget with clear and measurable goals that is fully supported by every member of the management team.
The budgeting process will require a client to invest 10 to 20 hours of time and their team to invest 10 to 15 hours of their time to complete the budget plan.
Management Team Training
A company's ability to train their management team is one of the most critical factors in reaching their success goals. Estrada Strategies encourages all CEO Club members to enroll their top managers in the Online Club as a method of providing a consistent business development strategy that can be implemented by the manages. (see Online club above)
On-Line Coaching Journal
The Estrada Strategies Coaching JournalTM is a powerful, On-Line performance management tool. This resource provides CEO's, Executives, Managers and employees with a tool to identify, track, and measure their goals, objectives, and tasks in real time through our proprietary web enabled system. CEO's are able to see their own strategic and tactical activities along with those of their key employees in a single online document that is updated in real time by the CEO or the team member. Levels of access for CEO, Executive, Manager, and Employee mean that the company can use this tool in complete synchronization with their structure. This system is offered to the CEO Club members at no charge, and is a small fee per month for additional users.