Getting To The Next Level® Assessments

The Business Strategy Lifecycle Begins With Understanding Where You Are Now

Getting To The Next Level® Complete Business Analysis and Strategy Kick-start

The Complete Business Analysis and Strategy Kick-start is comprised of the following tools:

o SWOT Analysis

Business Profile

Personal Profiles

DiSC Assessments

Customer Service Profiles

Cognitive Aptitude Test

Employee Personality Profiles

Financial Vital Signs Report

o Roadmap for Success

Pyramid of Purpose and Value

Strategy Map Initiation

Core Competency Matrix

Balanced Scorecard Initiation

Getting To The Next Level® Agile Business Strategy Portal

The Complete Business Analysis is designed to build a concise understanding of the entire business and to begin constructing both the Pyramid of Purpose & Value and the detailed Roadmap to Success for the organization. Along the way, Manuel will become very familiar with the key people and inner workings of the organization, and everyone involved will gain important perspective of the opportunities and challenges the organization is facing.

There are basically five components to the entire Business Analysis

  • The initial collection of data from all sources -Most of this is done on with the exception of the SWOT workbook which should be collaborated on with the leadership team as needed.
  • Day one of two (on site) where Manuel gets acquainted with company and key people and discusses and completes the collection of data.
  • Day two of two (off site) where Manuel collaborates with the owners and leadership team to initiate the Roadmap for Success
  • The follow on access to Manuel as the team completes the development of the Roadmap for Success components

SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. A SWOT Analysis is a comprehensive discovery, organization, and presentation of the internal and external factors that are favorable and unfavorable as related to the achievement of the company’s purpose.

A Business Profile is a questionnaire focusing on many areas of the company including Business Plan, Finance, Service, and Procedures, to name just a few. The Business Profile is designed to develop an accurate perspective of the true condition and health of the inner workings of the business.

Personal Profiles are a questionnaire designed to allow Manuel to become familiar with an individual and gather some of their views on the organization. These Personal Profiles are usually help confidential to only top level management.

DiSC Assessments, Customer Service Profiles, Cognitive Aptitude Tests, and Employee Personality Profiles can also be administered to everyone from the top level to the ground level as required. These assessments and profiles can even help the team gain important insight into each other.

The Corelytics Financial Vital Signs Report™ is available to help identify which areas of your business are fine and which need some help. This report allows us to spot your top 3 focus areas and is invaluable when assessing the business overall. This tool is an exclusive product provided by Corelytics™, the leading Financial Dashboard to help you manage your business, and Manuel is a Corelytics™ Certified Small Business Advisor.

The Roadmap to Success takes everything revealed by the SWOT and begins to distill it down and organize it into short, medium, and long-term strategies and initiates that can be executed on. Not everything in the Roadmap to Success will be fully clarified or detailed beyond the layout of basic strategies and initiatives in the first pass at building it out. Subsequent company stakeholder meetings will continue to add detail and clarity until the Roadmap to Success is complete, and ensure it is maintained. Manuel will make himself available for several weeks beyond the onsite meeting to help further the development.

The Strategy Map is a simple diagram used to document the primary strategies and goals that will be pursued by the business once they have been identified by the SWOT, clarified in the Roadmap to Success. The Strategy Map is to be shared with all levels of the company because it is the graphical representation of the clear path to success that everyone in the business is following in order to achieve the vision of the organization.

A Core Competency Matrix is a spreadsheet detailing Key Personnel of the organization, Core Competencies the organization supports, Key Technologies the organization utilizes, and the Key Clients the organization serves. The Core Competency Matrix clarifies the mastery and depth of coverage for those things most important to the company and the client.

The Balanced Scorecard is an effective strategy execution framework designed to help an organization articulate metrics and strategy in actionable terms. The Balanced Scorecard typically focuses on the top three goals for each of the four specific Business Perspectives: Finance, Customer, Process, and Learning and Development. The top three goals are determined by the SWOT and the Roadmap to Success, and they must have an associated metric that allows measurement of progress.

This custom Agile Strategy Collaboration Portal allows you to out your entire business strategy their initiatives aligned to each of ten Value Aspects of your organization in a unique way that allows true agile strategy execution. You can read more about it here: Getting To The Next Level® Agile Strategy Collaboration Portal

Once all the profiles are completed and analysis data compiled, the organization liaison will work directly with Manuel to identify the metrics, goals, objectives, and strategies that feed the Roadmap to Success, the Strategy Map, and Balanced Scorecard. The entire process can take anywhere from days to weeks, a time frame that is largely dependent on the timeliness of the client company in completing required tasks. The level of detail and the quality of the resulting Roadmap to Success, Strategy Map, and Balanced Scorecard will be directly proportional to the effort invested by the client company.

A Complete Business Analysis is not required before coaching can begin for an entire organization, however there are great benefits to performing one before beginning your coaching program with Manuel. With the Complete Business Analysis, everyone involved has an accurate perspective of the true condition and health of the inner workings of the business. Additionally, Manuel is completely familiar with your company, team, and your Roadmap to Success. A Complete Business Analysis is required if the business is considering a merger, acquisition, seeking venture capital, or when the company is in need of complete turnaround to stay alive.

Business Analysis includes:

o All the hours required to complete the analysis

(Must be completed within 30 days)

o SWOT Analysis
o Business Profile
o Personal Profiles
o Customer Service Profiles
o Cognitive Aptitude Test
o Employee Personality Profiles
o Corelytics Financial Vital Signs Report™
o Roadmap for Success
o Pyramid of Purpose and Value
o Strategy Map
o Core Competency Matrix
o Balanced Scorecard
o DiSC Assessments for key personnel
o Two day onsite with Manuel to distill, collaborate, and develop

Note: The travel expenses for Manuel to participate int the two day on/off site is not covered in the cost of this pricing. Please see the Coaching FAQ page for details on Manuel compulsory travel expenditures.

Please Note: Once ordered, we will personally contact you to initiate the scheduling of Meetings and assignment of Profiles to your people.

One-time Fee: $4,999 US

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Organization Profile

Organization ProfileThe Organization Profile is comprised of the following tools:

o Business Profile

o Personal Profiles + DiSC Assessments

o Financial Vital Signs Report

o Core Competency Matrix

The Organization Profile is designed to help Manuel become familiar with the key people and inner workings of the organization, and gain important perspective of the opportunities and challenges the organization is facing.

A Business Profile is a questionnaire focusing on many areas of the company including Business Plan, Finance, Service, and Procedures, to name just a few. The Business Profile is designed to develop an accurate perspective of the true condition and health of the inner workings of the business.

Personal Profiles are performed for each of the key people in your organization and are comprised of a DiSC Assessment and a questionnaire. The assessment and questionnaire are designed to allow Manuel to become familiar with an individual as well as help the organization gain important insight into its people.

The Financial Vital Signs Report helps identify which areas of your business are fine and which need some help. This report allows us to spot your top 3 focus areas and is invaluable when assessing the business overall. This tool is an exclusive product provided by Corelytics™, the leading Financial Dashboard to help you manage your business, and Manuel is a Corelytics™ Certified Small Business Advisor.

A Core Competency Matrix is a spreadsheet detailing Key Personnel of the organization, Core Competencies the organization supports, Key Technologies the organization utilizes, and the Key Clients the organization serves. The Core Competency Matrix clarifies the mastery and depth of coverage for those things most important to the company and the client.

An Organization Profile is not required before coaching can begin for an entire company, but it is highly recommended because of the great benefits. Without the profile, focus can be very hard to attain, and many of the beginning Coaching Sessions tend to be more discovery than productivity. Conversely, by performing the Organization Profile, every following coaching session can be closer to 100% workout and a little less about becoming acquainted with your organization.

Organization Profile includes:

o Business Profile
o Personal Profiles + DiSC Assessments
o Corelytics Financial Vital Signs Report™
o Core Competency Matrix
o DiSC Assessments for key personnel
o One day onsite with Manuel to distill, collaborate, and develop

Note: The travel expenses for Manuel to participate int the two day on/off site is not covered in the cost of this pricing. Please see the Coaching FAQ page for details on Manuel compulsory travel expenditures.

One-time Fee: $2,499 US

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Team Profile

Team ProfileThe Team Profile is comprised of the following tools:

o Personal Profiles + DiSC Assessments

o Core Competency Matrix

The Team Profile is designed to help Manuel become familiar with the inner workings of the team and to provide perspective for everyone involved of the challenges the team is facing.

Personal Profiles are performed for each of the key team members and are comprised of a DiSC Assessment and a questionnaire. The assessment and questionnaire are designed to allow Manuel to become familiar with an individual as well as help the team gain important insight into each other.

A Core Competency Matrix is a spreadsheet detailing Key Members of the team, Core Competencies the team supports, Key Technologies the team utilizes, and the Key Clients the team serves. The Core Competency Matrix clarifies the mastery and depth of coverage for those things that are most important to the company and the client.

All profile components are combined and the team liaison is invited to a lunch session. At lunch, your liaison and Manuel will go over everything to get in tune and up to speed on whatever is relevant to your team and begin building the Roadmap to Success.

A Team Profile is not required before coaching can begin for your team, but it is highly recommended because of the great benefits. Without the profile, focus can be very hard to attain and many of the beginning Coaching Sessions tend to be more discovery than productivity. Conversely, by performing the Team Profile, every following coaching session can be closer to 100% workout and less about becoming acquainted with your team.

Team Profile includes:

o Personal Profiles
o Core Competency Matrix
o DiSC Assessments for key personnel

One-time Fee: $1,499 US

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Personal Profile

Personal ProfileThe Personal Profile is comprised of the following tools:

o DiSC Assessments

Depending on your goals and desired direction, this can be an extremely important tool in building your Roadmap to Success and progressing along it. The first step is to provide a personalized DiSC Assessment that will increase your self-knowledge about how you respond to conflict, what motivates you, what causes you stress, and how you solve problems.

Next is a questionnaire designed to help Manuel become familiar with your personal likes, dislikes, interests, and much more, including the possibility of gaining a better insight of your current self. Finally, you have a lunch session with Manuel to go over everything and get in tune and up to speed on what is relevant to building your Roadmap to Success. By performing a Personal Profile, every following coaching session can be closer to 100% workout and less about becoming acquainted.

Includes: Single DiSC Assessment

One-time Fee: $499 US

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If you’re ready to get to the next level…

reserve your spot in Manuel’s coaching program

by requesting your free Strategy Session today!

Once you’ve selected the right size Coaching Program, please visit the Success Paths page for information on Manuel’s Coaching Program Success Paths and to begin planning your Roadmap to Success.

To read testimonials from some of Manuel’s clients detailing how he has helped them, please visit the Testimonials page.