PROGRAM LENGTH

KEY FACTORS

TARGET AUDIENCE

Customer Intelligence for C & I

1-day

§  Visit & evaluate free and fee based web sites to support Customer Intelligence information gathering – to know before you go.

§  Focus on Commercial and Industrial industry information

§  Details about Privately Held business

§  Background information on decision makers

§  Discover early warning signs

§  Develop a strategy for sustained growth

Anyone interested in becoming more effective and efficient to pre-call prep.

Commercial Loan Officers, Financial Advisors, others involved in complex sales.  Good breakout session for sales meetings.

Pre Call Due Diligence

A:  5 meetings

 B: 10 meetings*

Meetings are 2 hr / wk

§  Lean to develop a self sustaining book of business using relevant resources

§  Become the welcomed adviser

§  Improve business acumen

§  Put the WOW back into your presentations

§  Target key account opportunities with highest potential

§  Uncover potential trust bridges

BBAT Everyone engaged in a complex sale.

Bankers, Lawyers, Accountants, Consultants, Financial Advisers anyone selling professional services.

Business Basics*

4½-hour

Representation of how all the pieces fit together to make a healthy business, and need for ongoing operational improvements

Newly appointed managers, supervisory, professional service providers staff

Entrepreneurial* Challenge

(event program)

½-day

Experience of open-ended decision-making and market competition

(no formal exercises in business finance)

BBAT offer this program for Financial Advisers, Commercial Loan Officers

Ideal for events (e.g. sales meetings)

Finance for Everyone*

1-day

§  Experience of open-ended decision-making and market competition

§  Analysis of how decisions in one department impact other departments

§  Exposure to budget, cash flow forecasting, planning, ratio analysis

Anyone & Everyone

Finance for Managers*

1½-day

Thorough practice of budgets, cash flow forecasting, planning and ratio analysis for business improvement

Managers who are actively engaged in analysis, forecasting and planning

Business Finance and Planning*

2-day

Strategic complexity of sales and marketing, with customer differentiation, steadily falling prices, and unanticipated new product

Planners, sales & marketing professionals, managers responsible for product lines and new product implementation

Managing a Global Business*

3-day

Strategic complexity in all areas:

§  new product opportunities with different demand cycles

§  operational complexity and process improvements

§  varied geographical markets with different market drivers

§  foreign exchange fluctuation and hedging, etc

BBAT Uniquely designed to lower the silos and level the playing field in preparation for new leadership and or strategic direction.

Persons contributing to the strategic planning process of the company

One – on –One

Coaching

(Typically 2 hrs / mo.)

Individual coaching time spent with individual performers &/or managers to develop successful strategies that deliver results.

The Drum Beat – Managers and Individual contributors to complex sales solutions.

Retained Coaching

(Monthly)

Focus on Complex Sales and Single Sales Solution

§  Strategic and Tactical team coaching

§  Attend planning meeting

§  Visit Clients

§  Work with team on presentation skills and strategic direction

§  Postmortem sales reviews

Complex sales situations leaders

Assessments

Business Performance

Leadership Skills

Sales Skills

Online -

Unique Assessments developed by HR specialist and tested and deployed more than 30,000 times with excellent results. (not DiSC)

Entire Companies looking for improvements.

M&A Deals sorting out the best people to leave on the “bus”.

Leadership seeking next generation most likely to succeed.

CHANGE

• Planning & Strategy
• Cost Containment
• Performance Improvement
• Value Creation
• Customer Service
• Sales Success
• Project Management
• Team Performance
• Leadership Effectiveness
• Conflict Resolution
• Accountability
• Communication
• Values Clarification
• Generational Workspace
• Problem Solving
• Decision Making
• Logistics: Point A to Point B
• Process Improvement
• Interpersonal Relationships

Our process begins with a face-to-face interview with the decision making team or individual.

Then we deploy one or more on-line assessments to quantify the issues and opportunities.

Then we execute a table top simulation to train the team in the challenges uncovered in the interview and assessments. This is a unique patented process that engages every level of the enterprise to insure maximum results through lowest cost implementation and most effective execution.

WE TRAIN YOU TO BECOME CHANGE AGENTS

Our focus is at all three levels of engagement:

• Leadership
• Management/Supervision
• Staff

Our engagement can end at with this training module typically 1-3 days depending on the situation and number of people involved. Larger multi-location enterprises may require more time and scheduled visits to accomplish the training objective.

Additional roles can be as continued facilitators during the change process acting as external coaches to internal champions, or we can provide full charge program managers with experience in similar situations.  These full charge program managers are typically executives who have led teams in similar industries and through successful execution of these change issues on numerous occasions.   This cadre of leadership has the credentials to be in charge of any global company, but have chosen to take on assignments as they fit their own individual preferences and expertise.  This means that the PM you get wants to be there doing this job and has the experience to accomplish the task successful and effectively.

Any company, division, or group that has as its mission significant change.

Often these issues appear to be impossible or the challenges insurmountable.  It is at these times you need to consider calling us.

Our unique patented approach includes training everyone to insure change becomes a competency.  

Businesses of all sizes, in all industries can benefit.  However, those that have revenues greater than $20MM and more than 75 employees and often with more than one location typically find our approach, not only cost effective but also efficient.

Successful deployed for the following:

• US Army
• Texas Instruments
• Bell Helicopter
• Eastman Kodak
• M&M Mars
• And many others – ask us for details

Sink our Ship 

1/2 day workshop

1 day prep

1/2 day/mo follow up

 Sink our Ship is Enterprise Risk Management or SWOT Analysis workshop that builds an enterprise approach to risk and performance.  Built on eight key process steps the end result provides the management a clear measure of the risk acceptance level of the enterprise and quantifies that risk, while assigning the appropriate business function responsibility for planned actions to improve, monitor and or disclose as needed.

1. Interview CEO

2. Review Mission Statement

3. Review Vision Statement

4. Review Strategic Initiatives

5. Perform Stakeholders Survey

6. Workshop

7. GAP - fill assignments

8. Follow up

 Sink our Ship takes an unique industry approach and includes all stakeholders in the process.