Visiting CEO

Visiting CEO™From Problems To People To

Profits

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 1: Fresh Eyes Assessment™

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Fresh Eyes Assessment

™

Vision, Mission, Legacy

People

Work Environ-

ment

Finance

Operations

Sales & Marketing

Systems

Training

Fresh Eyes Assessment™ 2

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

• What is working?• What is not working?• Which problems can

we convert into profits the fastest? (step 2)

Step 2a: Converting Problems Into Profits – It Starts With The PEOPLE

Improve people dynamics and get ready for positive change

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

People Dynamics: Basic Rules of Conduct

Introduce Rules of the Game – NOT to confine creativity but to ensure common rules for basic conduct

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Imagine playing “Monopoly” without knowing the rules…!

People Dynamics: Increase Team Cohesiveness

Minimize damaging gossip

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

People Dynamics:Connection Between Belief & Results

Illustrate connection between beliefs and results

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2b: Optimize Company Structure 8

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Find Ideal Company structure

Assign Functions to Each Seat

Assign Right People To Each Role

Identify Gaps and Training Needs

Practice Accountability

Step 2c: Strategic Tools & Methods 9

Profit Meter - Pulse of the Business

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2c: Strategic Tools & Methods 10

90-day Improvement plans

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2c: Strategic Tools & Methods 11

Effective meeting style

Issues Prioritization

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2c: Strategic Tools & Methods 12

Ideal client profile/s

Marketing and sales strategy - based on

ideal client profile

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2: Continued…More Strategic Tools & Methods

Ideal client profile

• Most profitable• Least hassle• Most fun

Marketing and sales

strategy

• Based on ideal client

• Get more profit with less effort

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2c: Strategic Tools & Methods 14

New profit opportunities

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 2c: Strategic Tools & Methods 15

Effective systems & procedures

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 3 (In Parallel): Succession Plan 16

When is the right time to start thinking about succession planning and/or creating a legacy?

a) When the founder/owner is about to retire?

b) The sooner the better so we can build a culture around the vision and leave not only a business but a legacy.

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 3 (In Parallel): Succession Plan 17

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Succession/ Legacy Plan

Define overall vision/desired

outcome

Build company culture around

vision

Exit Strategy (considered employee

ownership?)

Successor CEO (if applic.)

Profile Candidate, Interview

If applicable:Transition

owner into next phase of life’s

adventures

Step 4: Corporate University/ Custom Training Program 18

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

•“Help them grow or see them go”•Exactly in what is needed•Qwner mindset

Ongoing & CUSTOMIZE

D TRAINING!

Step 4: Corporate University/ Custom Training Program

CUSTOM training

Live or online

Tailored to YOUR company

Accelerated training method

Promotes IMPLEMENTATION!

Think it, ink it, speak it!

Accelerated learning based workbooks

Can be paired it with executive coaching

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Step 4: Corporate University/ Custom Training Program 20

© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.

Benefits

Get A Free 30-Minute Consultation

Lola Strategic Partners, LLC

Dr. Stephie Althouse, Ph.D.

760-707-9977

Stephie@VisitingCEO.com

Get a free 30-minute initial consultation with our Fresh Eyes Assessment™

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© 2012-2014 Visiting CEO™ Lola Strategic Partners, LLC.