
Action Plan
Building the Foundation
Our 12-week program offers a comprehensive examination of your self-assessment results, with a strong focus on developing a detailed action plan. This package provides a holistic overview of sales, office, and field operations, offering customized strategies to overcome inefficiencies and bottlenecks. Followed by the "Training & Implementation" package providing the infrastructure for successful adoption of your new systems and processes.
Why you should Build your action plan with a pro:
If you desire to grow at minimal cost, you'll need a complete plan to help you get there. While the Assessment Review provides you with basic insight and a couple of actionable steps, truly addressing the areas of improvement takes time. This program was designed to systematically guide you throughout the development of your detailed blueprint. We'll dive deeper into the results of your assessment and work together over the course of 12 weeks to establish clear goals and objectives, determine how to reallocate your resources, establish performance indicators to track throughout our journey together. The operations expert helps ensure you reach your goals in a timely manner but also monitors and evaluates the progress, making tweaks and changes as necessary.
Additionally, working with a professional to develop your Action Plan, you'll gain access to various tools and resources to further enhance your leadership, embracing a mindset and company culture of continuous improvement.
GUIDANCE AND SUPPORT
ACCOUNTABILITY
MONITORING AND EVALUATION
EXPERIENCE
STRATEGIC THINKING
HIGHER LIKELIHOOD OF SUCCESS







strategically design your company's foundation with an expert
This highly valuable 12 week program is designed to empower you to identify and address root cause inefficiencies and develop a plan to overcome operational challenges that may be hindering your growth. Use the skills and tools gained throughout this experience as your company continues to go through periods of growth for years to come.
$2,800
THE PROCESS
01.
Participate in weekly 60-minute sessions
02.
Receive tasks to be complete by next session
03.
Review progress and tackle challenges
04.
Gain access and training on tools & resources
05.
Organize all findings into an easy to follow plan
What YOU'LL GET WITH THE ACTION PLAN:
Your Action Plan will be your roadmap that outlines the specific steps, tasks, and strategies you need to implement in order to optimize your operations and support expansion. Over the course of 12 weeks, you'll work with an operations expert to develop your custom action plan. By the end of this 12 week program, you'll have a comprehensive blueprint to lead your company towards growth at minimal cost.
ACTIONABLE STRATEGIES TO ADDRESS CHALLENGES
DEVELOPMENT OF SYSTEMS & PROCESSES
IDENTIFIED REPORTS AND TRACKERS
A PLAN TO ALLOCATE RESOURCES
IDENTIFIED KEY PERFORMANCE INDICATORS
CLEAR RESPONSIBILITIES & ACCOUNTABILITIES
A UNIFIED COMMUNICATION PLAN







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Action Plan program -
weekly topics
Below is an outline of the topics we will cover over the course of 12 weeks.
1. GOAL SETTING AND DEFINING CLEAR OBJECTIVES
2. DEEP DIVE OF SELF ASSESSMENT RESULTS
3. RESOURCE ALLOCATION
4. STRATEGY DEVELOPMENT
5. RESPONSIBILITIES AND ACCOUNTABILITY
6. TIMELINE AND MILESTONES
7. ESTABLISH KPI'S
8. RISK ANALYSIS
9. ESTABLISHING A COMMUNICATION PLAN
10. TRAINING & ACTION PLAN ADOPTION
11. CONTINUOUS IMPROVEMENT
12. CULTURAL ALIGNMENT