Mastermind July-2014
-
Upload
gina-mostert -
Category
Business
-
view
210 -
download
0
description
Transcript of Mastermind July-2014
Mastermind 2014
Session 6: Systematize for Sustainability and Growth
2
• Arrivals 8h00
• Feedback8h30
– Accomplishments
– Goals & Accountability Reporting
– Book Review
• Systems for Sustainability and Growth9h00
– Your Business Architecture
– Operations Manual
– Sample Systems and Tools
Break (15 min)10h00
– Deep Dive - Your Financial Systems
• Ideas / Discussion / Hot Seats / Masterminding10h45
How will the day go?
3
Feedback
Yeahhhaa!
4
YOUR SUCCESSES
What is good and new?
ACCOUNTABILITY
Goals & Accountability Reporting
BOOK REVIEWClear your Clutter – Kate Emmerson
Strategic Systems for Success
6
What is the value of your
business if you wanted to sell
it?
If you were removed from the business
indefinitely, what would happen?
How do you ensure quality and consistent
service delivery?
Can business continue
seamlessly if you wanted to sell, merge,
acquire, duplicate,
franchise, etc ?
Are you utilizing right tools and technology to stay ahead of
your competition?
What would
happen if a key
employee left?
Can you easily
delegate your work?
Do you have a clear picture of how everything is connected?
Systematise (Organise) -> Automate (Tools)-> Delegate (Team)
7
Strategic Direction & Leadership
Office Admin & Support
Marketing & Sales
Finance & Payroll
Products & Service Delivery
R&D (Development)
• Office• Reception• Errands• Filing• Records Mgmt
• Contacts / Address book
• Schedule / Diary• Graphic Design• Printing• Legal / Contracts• IT
• Equipment / SW
• Website• ISP
• Project Mgmt• Fulfillment /
Courier / Postal
MARKETING• Strategy, Plan &
Calendar• Web, Blog, Social
Media• Content Writing• Stay-in-Contact• Database / List• News Letters• Intro Letters• Sending Cards
• Networking• Speaking / EventsSALES• Sales Force• Follow-up &
Closing• Welcome Pack• Promotional
Goods
• Budget / Forecast
• Bookkeeping to TB• Add
Customers• Quotes• Invoices/
Receipts• Bank Imports• Recons• VAT Report
• Debit Order Load• Debtors /
Creditors• Payment Lists• Payroll• E-Filing
• VAT, PAYE• Petty Cash• Dashboard
Reports
• Core Products• X• X• X• X
• Service Packages• X• X• X• X
• Custom Options
• Service Delivery Process / Standards
• IP
• Trial Products / Services• X• X
• New Products / Services• X• X
• E-Pgms• X• X
• Development• Continuous
Improvement
• Quality Control
• Client / Customer Relationship Management (Pre- and Post Sales)
Typical Functions: Small – Mid-sized Business
Operations Manual (Customise)
• Good Table of Contents (for easy Navigation)
• Operating Procedures / Steps (How To)
• Monthly Checklists / Key Controls / Payments
• Passwords / Logins
• Banking – Account Information / Cards / Beneficiaries / Standing Instructions
• IT – Assets & Serial Numbers / Network Id’s / Web and Hosting Details
• Cell Phones – Numbers / Pins / Puks
• Company Info – Procurement Details / VAT Certificates / BEE Certificates / etc
• Staff list & key details
• Key Resources and Contact Numbers
• Corporate Identity Guide
• ETC
Small Business Resources• Productivity – MS-Outlook (Calendar, Mail, To Do List & Contacts),
Google (Contacts, Mail, Docs & Calender), Apple / Mac (iCalender, iContacts, iCloud) etc – SYNCHRONISE!
• Data – DropBox, iCloud, Google Docs
• Sales and Marketing - Base CRM, One Page, Capsule, InfusionSoft
• Financial - Sage One Accounting (Pastel MyBusiness Online), Freshbooks, Xero
• Payroll – Sage Pay (VIP Liquid), Sage Pastel Payroll
• Projects – TeamBox, BaseCamp, Smartsheet (and XLS)
• Bulk Mail & Automation – Mailchimp, MyListManager, Constant Contact
• Website – Wordpress.com
• Webinar, Teleseminar – Gotowebinar, PowWowNow
Break
Deep Dive – Your Financial System
Ideas, Discussion, Hot Seats, Q & A