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Workshop Description
Get your company to profitability faster with proven business methods
– make it happen today! This workshop teaches you the secrets no one
tells you, learn about all aspects of being in the residential installation
business and establishing the critical fundamentals of smart business
operations – organization, processes and procedures. If you are new to the
industry, diversifying your current business, or an established company,
obtain business strategies that produce the results you desire. Respected
industry expert, Helen Heneveld brings more than sixteen years expertise in
the industry and is a wealth of knowledge and experience. She started, owned
for eight years, and sold a successful installation company, holds industry
certifications and licenses, co-authored the 870+ page industry “reference
manual” by McGraw-Hill and has worked with installation companies of all
sizes across North America. Discover what you are doing right, what to do to
improve your operations, and how to work smarter to increase profits.
Identify solid solutions to improve your company’s performance and your
team’s satisfaction. You will leave with specific action items you can
implement immediately to get the results you deserve – time and money.
Workshop Learning Objectives
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Organize your business, legally and operationally
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Set up the office and manage paperwork flow
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Establish support for running a company
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Outline a business plan and understand what goes in it
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Establish the flow of a project
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Identify tasks, assign responsibilities and establish accountability
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Identify and document procedures for sales, administration, and
operations
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Develop a marketing plan and message
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Create sales, close them, and manage the sales process
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Maintain accurate and meaningful accounting
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Lead your team effectively with proven techniques
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Have customers for life
Who Should Attend
This workshop is for business owners and managers who want to establish
or tune their residential installation company’s organization, procedures
and marketing message by implementing proven and efficient processes to
increase profitability. No previous business management experience is
assumed.
Instructor
This workshop is designed and taught by well-known industry veteran and
business expert, Helen Heneveld. With an MBA from the University of Michigan
and over 20 years of business ownership experience, she knows business. As a
successful founder of a nationally recognized custom installation company
and actively consulting with companies in the industry across the United
States, she understands what will make an installation company successful.
Her dynamic personality, her business instincts, her deep integrity, and her
desire to assist others in achieving their visions combine to make this a
workshop a must for any installation business owner/manager.
What people are saying...
This course gives you the fundamentals of running a business. Being a
start-up I have hired business consultants who were not able to give me the
tools needed to conduct business within 4 weeks that Helen was able to give
me in 8 hours!"
"This course is a MUST if you are starting or trying to organize an
install business. Helen brings a wealth of knowledge to the classroom in
practical experience and related sales tools, along with a great breakdown
of procedures and processes.”
"I've been in the industry 10 years and Helen gave me a new
perspective on business that will get my company to the next level.”
Workshop Outline
A.
Overview of a Typical Installation, from Sale to Completion
B.
Strategic Business Thinking
●
Offerings
and market segment focus
●
Your company
profile – vision, mission, tag line, key points
C.
Organizing To Do Business
●
Business
Start-up
●
Business
operations – Administration, Sales, Operations
●
Location –
Office, Showroom and Warehouse
●
Professional
support
D.
Setting Up the Office
●
Physical
Layout and Equipment
●
Personnel
and Responsibilities
●
Office
Paperwork Organization
●
Accounting
System
●
Proposal
Development
●
Basic
Procedures
E.
The Business Plan
●
What, Why,
and How
●
Components
of a Business Plan
F.
Processes, Procedures, and Systems
●
Marketing
and Sales
●
Project
Management
●
Accounting
●
Process flow
charts
●
Documented
procedures
●
Forms and
paperwork
●
Increasing
Productivity, Efficiency and Profitability
G.
Marketing Management
●
Marketing
strategy
●
The 4 P’s –
Product, Place, Promotion and Pricing
●
Marketing
Collateral
●
Advertising
and Promotion Plan
●
Sales
Portfolio
H.
Sales Management
●
Leads
Generation and Tracking
●
Sales
Presentations and Proposals
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Closing the
sale and Turning It Over
●
Sales
targets and ROI
●
Revenues and
Gross Margins
I.
Project Management
●
Project
Management Process
●
Industry
Best practices
●
Setup,
Planning and Execution
●
Control and
Measures of Success (Metrics)
●
Project
Management Tips
J.
Accounting and Financial Management
●
Processes
and procedures – A/R and A/P
●
Inventory
Control and Job Costing
●
Chart of
Accounts, Key Reports and Metrics
●
Understanding Income Statement and the Balance Sheet
K.
Leading Employees Effectively
●
Division of
Labor - Organizational Chart
●
Responsibilities and Job Descriptions
●
Leadership
●
Employee
Documentation
●
Motivation
and Incentives
L.
Tying it All Together
●
Key Areas
Not to Forget
●
Integrating
the Processes
●
Measuring
Success
●
Customers
for Life
●
Profitability and Personal Satisfaction
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