Building Your Prototype Virtual Training Seminars Packet

Transcription

1 Virtual Training Seminars Packet

2 Table of Contents Ready Talk User Guide Pre-Training Assessment page 1-2 page 3-10 Introduction Thank you for enrolling in the upcoming Virtual training seminar. It is important to take minutes to complete the My Business Assessment in this packet. This will serve as a guide to building your business prototype and will evaluate your current business state. If more than one person in your organization is attending this Virtual training, be sure to have each person complete an assessment to capture their unique perception of the business. Please take the assessment at least five days prior to the training event. A survey will be sent to you three days prior to the Virtual training date, where you will be asked to share your assessment results. Thank you for your participation and we look forward to working with you.

3 Ready Talk User Guide Page 1 Ready Talk Access Information: Step 1: Phone Login 1. Dial the Toll-Free number: Enter your seven digit access code when prompted and then press # 3. Speak your name when prompted and then hit # 4. Enter the web conference passcode and press submit 5. You will then be taken into the conference Phone controls: *6 Mute line *7 Unmute line Step 2: Online (internet) Login: 1. Go to 2. Participant login -- insert the access code and press the Join button. 3. The login screen will come up. Please complete the participant registration and click the Submit button. 4. Enter the web conference passcode and press submit 5. You will now enter the online conference. The online conference is controlled by the Moderator, so there is no need to click any additional buttons. Step 3: Question and Answer Period: If you are using the internet and telephone features: 1. Click on the Raise Hand button on when you want to ask a question, which will generate a notification to the Moderator. 2. When you are called on, press *7 on your phone and begin speaking. If you are only using the telephone: 1. The Moderator will respond to the internet participants first, and then will unmute the lines to take questions from phone participants. 2. Remember to press *7 to unmute your phone before speaking.

4 Ready Talk User Guide Page 2 Please carefully read the conference call etiquette, and the phone and internet instructions, prior to the meeting. Many of you may already be familiar with the use of a conference bridge, but we ask that you take a moment to review this information. Conference Call Etiquette: Out of consideration for the other group members, if at all possible, please do not use cell phones as the background noise is often very distracting. If you use a speakerphone, your speaker should be on MUTE. If you are not on a speakerphone, please press *6 to mute your phone. Pressing *7 will unmute your phone. Do not put the group on hold during the meeting. Everyone on the call will hear your hold music which disrupts the meeting. If you are in the office when calling, please try to have as many people as possible call in on one phone.

5 Page 3 M Y B U S I N E S S A S S E S S M E N T L E A D E R S H I P 1. Looking back to when you started your business, how close have you come to reaching your vision? a. Have reached it b. Have come close c. Have not reached it d. Never had a vision Score: 2. I have a good balance between my work and my personal life. 3. My employees have a clear picture of what the business is about, where we are going and their role in achieving it. 4. I lead and inspire others to do their best. 5. I feel I m in control of how I spend my time. Total Leadership Score:

6 Page 4 M A R K E T I N G 1. How well do you understand the buying behavior and needs of your customer? a. Completely understand b. Know very well c. Pretty well d. Not at all Score: 2. We clearly understand what distinguishes us from our competitors. 3. Our marketing messages are clear and consistent. c. Infrequently 4. We attract our ideal customer. 5. We make decisions based on our customers buying needs and preferences. Total Marketing Score:

7 Page 5 M O N E Y 1. On average, the Accounts Receivables collections are: a. Under 29 days (or don t have any) b days c days d. Over 90 days e. Don t know (0 pts) Score: 2. How often do you generate financial reports (such as Profit and Loss, Balance Sheet, Cash Flow Analysis, Budget)? a. Weekly b. Monthly c. Quarterly d. Annually Score: 3. Of the reports you generate, how much of the information do you understand? a. All of it b. At least 75% c. At least 50% d. 25% or less Score: 4. Do you have sufficient company cash reserves? c. Infrequently 5. I know what the equity value of my business is in today s market. Yes (20 pts) No (8 pts) Score: Total Money Score:

8 Page 6 M A N A G E M E N T 1. How clearly defined are the job accountabilities? a. Everyone knows exactly what they are expected to do. b. Most employees know what they are expected to do. c. Employees need direction for all except the most basic functions of their position. d. Our employees treat every situation as if it were a unique event. Score: 2. Staff training runs smoothly, consistently, and produces satisfactory results. 3. On a scale of 1 10 (1 is lowest, 10 is highest) how effective are you at finding the right people for the job? (multiply number by 2 for scoring) Score: 4. We have systems in place for job tasks in order to create consistent, predictable results. a. All (100%) b. At least 75% c. At least 50% d. 25% or less Score: 5. Managers spend the majority of their time designing, innovating and monitoring the effectiveness of our business systems. Total Management Score:

9 Page 7 L E A D G E N E R A T I O N 1. We select channels that we know reach our target market. c. Infrequently 2. We track and measure lead generation results and lead conversion separately. 3. My business gets all of the qualified leads it can handle. 4. I can easily determine the effectiveness of our lead generation activities. 5. We easily obtain referrals from existing clients. Total Lead Generation Score:

10 Page 8 L E A D C O N V E R S I O N 1. We have a sales system in place that produces consistent, predictable and desired results. Yes (20 pts) No (8 pts) Score: 2. How does your lead conversion ratio compare to your industry standard? a. Above average b. At industry average c. Below industry average d. Don t know industry average Score: 3. Which of the following best describes your lead conversion process? a. My salespeople sell the same way every time. b. My salespeople all do the basics the same way, but their presentation and results vary from one salesperson to another. c. My salespeople do their own thing and get widely varied results. Score: 4. I do the majority of the sales for my company and have been unsuccessful in training others to do what I do. True (8 pts) False (20 pts) Score: 5. If we lost our best sales person, we would be in severe trouble. True (8 pts) False (20 pts) Score: Total Lead Conversion Score:

11 Page 9 C L I E N T F U L F I L L M E N T 1. How consistent is the quality of your products and/or services? a. Very consistent b. Somewhat consistent c. Somewhat inconsistent d. We never know from one day to the next Score: 2. How many of your customers become repeat buyers? a. All b. 75% or more c % d % e. Less than 25% (0 pts) Score: 3. How often is your product or service delivered on time to your customer? a. Every time b. 75% or more of the time c % of the time d % of the time e. Less than 25% of the time (0 pts) Score: 4. How well would your client fulfillment system work if your sales doubled next week? a. Flawlessly b. Pretty well, with only minor problems c. We would have significant problems d. It would be a major catastrophe Score: 5. Do you currently have a system in place to drive innovation for your products and/or services? True (20 pts) False (8 pts) Score: Total Client Fulfillment Score:

12 Page 10 My Business Assessment Overview Plot your total scores for each section below Maturity 50 Adolescence 25 Infancy 0 Leadership Marketing Money Management Lead Generation Lead Conversion Client Fulfillment Observations