Company Planning and Financial Management

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Daily Agenda:

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DAY 1

• Introduction
  • Opening Remarks & Agenda Review - By Gary Elekes
  • Company Evaluation Processes and Business Review – BUSINESS EVALUATOR™
    • Detailed company evaluations performed individually
    • Detailed Strategic Discussions
    • Detailed GAP Analysis of each individual Company
      • Leadership Practices & Strategies
      • Company Performance – Financial Strategies & Goals
      • Service & Maintenance Operations Practices & Strategies
      • Residential Add-On Practices & Strategies
      • New Home Construction Practices & Strategie
  • Define the Company Change & Priorities Planning List – By Gary Oetker
• Group Training - The Improvement & Change Process in a Company
  • Identifying Gaps – Gap Analysis – Focus the Priorities on the Key Company Issues by Gary Oetker
  • The Planning Process – How to Take the Plan and Make a Reality – By Gary Elekes
• Leadership & Forming a Company Operating Plan - By Gary Elekes
  • Establishing a Vision for Your Company
    • Working Exercise to create a Visio
  • Core Vales & Operating Philosophies
    • Working Exercise to Create Company Core Values & Culture
  • Establishing Company Goals for 2005
    • Working Exercise to Define Company Goals for Plan
  • Key Company Benchmarks – Discussion –
    • Working Exercise for Prioritization & benchmark of company against model company data
  • Prioritizing Goals/Actions, & Strategies, and Implementation Steps for Marketing, Human Resources, and Operational Production Planning
  • Defining & Completing Company Action Plans for Key Company Performance Goals
    • Revenues/Margins/Growth Rate/Profits/S.G.A. Costs/Key Changes 2005

DAY 2

• Financial Planning & Mapping – By Gary Oetker and Gary Elekes
• Financial Review
  • Evaluation of Current P&L and Statements (Ratios and Interpretation)
    • Case Study Evaluation off Industry Models by Segment
    • Your Company Evaluation
      • Ratios and Performance Measures/Outcomes
      • Cash Flow of Company
  • Defining Specific Financial Goals, Strategies, Actions
  • Service Department Pricing, Efficiency, Production, GP$ per hour
  • Market Segment Financial Analysis
    • Residential Replacement Analysis
      • Residential Add-On Benchmarks (GP$ per Crew) and Why
      • Retrofit Pricing Analysis (Cookbook) and Group Exercises
      • Your Company Benchmarks for Replacement
    • New Home Analysis
      • Construction Benchmarks (GP$ per Crew) and Why
      • Pricing Analysis and Group Exercises (Dual OH)
      • Your Company Benchmarks
  • Budgeting and Forecasting Performance
    • Group Training –
      • Using the Budget Software Tool
      • Production Tools & Forecast to Actual Software Tools
      • Slowest 3 Month Model for Overhead Tool
    • Individual Exercise –
      • Creating your company Production Plan for Labor
      • Creating Slowest 3 Month Model
      • Creating Your Budget for 2005 using Software
        • Establishing and Writing Financial Action Plans

DAY 3

• Service & Maintenance Department Planning – By Gary Oetker
  • Service Department Benchmarking & Analysis – the Profitability Models
    • Dealing with Service Revenue Seasonality – Flattening the Sales Curve
      • Over Ten Processes/Progra
  • Define and Review the Service Department Better Practices
    • Dispatching
    • Hiring, Recruiting, Training
    • Pricing and Labor Management
    • Customer Service Practices for Improved Service
    • Maintenance & Technician Selling/Turnover Models
    • Vehicle Replenishment
  • Service Agreement Models & Maintenance Department Better Practices
    • Types of Agreements
    • Pricing & Positioning of Agreements
    • Pricing Model
  • Establishing & Writing Service & Maintenance Department Action Plans
• Creating a Lead Generation Plan with a Company Marketing Plan – By Gary Elekes
  • External Marketing Review –
    • Creating Referrals in your Company
    • Media & Advertising
    • Lead Planning & Forecasting
  • Internal Marketing – Communications, Leadership, & Training
  • Operational Marketing – Establishing Processes supportive of Marketing
    • Flat Rate
    • Maintenance Agreement Processes
    • Service Technician – The Perfect Service Call Process
• Executing the Company Plan – By Gary Elekes
  • Group Training Session – Using a Flawless Execution Model
  • Closing Comments

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