Success Paths Along Your
Roadmap To Success
Eventually, Everyone Must Choose A Path
Whether you’re new to coaching or a veteran, I will see to it you learn the core exercises and skills required to be a winner and champion in everything you set your mind to accomplish.
Every journey to the top follows a path, and each path is about a solid commitment to continuous, incremental improvement of you and your business.
About My Coaching Success Paths
I am the coach that will not just tell you what you need to work on and send you to the gym, I will take you to the gym! I will see to it you learn the core exercises and skills required to be a winner and champion in everything you set your mind to accomplish.
My viewpoint on coaching is that it is about helping an individual, team, or an entire company understand and realize their full potential, and then get them to the next level. No matter who or how many are engaged in the program, the journey to the top is about a solid commitment to continuous, incremental improvement of you and your business.
All of my Coaching Programs rely on having some form of roadmap and strategy for success in place. It’s not uncommon to find that the roadmap and strategy for success an organization is working with are outdated, poorly conceived, or non-existent. In these cases, the roadmap and strategy must be built before we can truly get started. A quality roadmap is comprised of one or more legs of the journey which he refers to as Success Paths. Think of the Coaching Program as the scope of who is being coached: an Individual, Team, or an entire Organization, and to what level of engagement.
The Roadmap to Success is just that, a roadmap of how to get you, your team, or your organization from where you are now to where you want to be. It’s the big-picture, long-term plan for becoming who or what you will be tomorrow. Success Paths are the many legs of your journey that individually ensure success in one or more areas that are identified for focus. They are the parallel paths we take that move everything incrementally and continuously closer to the big-picture, long-term goals. The Strategy is the fine details and narrative required to interpret our Roadmap and how we will proceed down each selected Success Path. You could consider the Strategy as the written directions and turn-by-turn that accompanies our Roadmap.
To give you an example: If you are a business owner and your goal is to increase your company efficiency and get back to being profitable, you would start by signing up for the right sized Coaching Program. You and your coach would discuss and build a Roadmap to Success that would include a Service Delivery Success Path and a Finance Success Path. One Success Path may be completed in a few weeks while the other remains in progress. You may even choose to get started on a Career Advancement Success Path to help get you out of the Lead Engineer position and into the CEO seat where you belong.
Getting started with a coach sometimes means that your first several sessions are all about building your roadmap and strategy for success and defining the Success Path you will follow. You cannot begin to really benefit from coaching until you and your coach determine just what it is you would like to change, build, or accomplish. If you want or need to get moving faster on your Coaching Program and get right to work on making big progress, it requires getting familiar with you, your team, or organization in as little time as possible.
For this purpose, I offer the Personal Profile, the Team profile, and the Business Analysis. They are short and focused sessions designed to get to know everything required about you, your team, or your organization that will help you and me to build the roadmap and strategy for success and define the Success Paths in very short order. By performing a Personal Profile, Team Profile, or Business Analysis, every following coaching session can be closer to 100% workout and less about getting acquainted. There is more detail on the Personal Profile, Team Profile, and the Business Analysis on the Coaching Programs page.
Selecting Success Paths is not required to begin coaching or build your roadmap and strategy for success. The Success Paths listed here should be viewed as ideas, seeds for direction, purpose, and benefit. Each Success Path represents just one of the many parallel paths in your Roadmap to Success, each intended to address some common life or business goal. Most individuals and companies select a combination of Success Paths together to kick-start the building of their Roadmap to Success.
Work Life Balance
Reinvent Your Business
To stay competitive, you must continually strive for best-of-breed for your market, and that means defining and streamlining Service Response systems. From scheduling to building best practices, I can show you how to drive rework and duplicate work out of systems and your business. Learn to design work flows and service delivery strategies based on your company’s capabilities, strengths, and preferences.
Quality starts at the source, and your company should have it at the top of the list if you intend to be best-of-breed in your industry. I believe all systems should incorporate continuous improvement through ownership of process. I can show you how to identify the most important metrics, how to measure them, and how to set high standards that can be verified so you can produce top-quality product. Create a company culture that is set on attaining repeatability and reproducibility in your deliverables.
The process of selecting, evaluating, and learning any new line of business solution for your business or for your client can become a daunting task. Products such as your CRM, RMM, Blade Server, Microsoft Server, or VMWare all have a required mastery level before you or your client can realize your ROI. I can show you how to master the processes involved and how to design, document, and disseminate quality training programs. Most often, this Success Path is used by MSPs to optimize their CRM and RMM so they can leverage their full potential. The second most common use is for a service provider to master the process of coming up to speed on new hardware or software product offerings they intend to add to their line card.
Sales and Marketing
Project management is handled differently at every company, and different tools are used throughout the industry. However, most projects are sadly inefficient. Most projects blow the time budget, labor hours, deadlines, or all three. Learn to make order out of chaos in every project by building your own internal, efficient process, from sales quoting to retrospective. Every department must have a hand in causing the success of the project, and you can make that success repeatable and reproducible. I can show you how to build a project that flows, is on time and under budget, and uses no special tools.
System Process Control
If you think Process Control has no place in your business, you need to think again, and hard. Process Control at its simplest is adjusting methods and inputs to align our desired outcome. Those who understand Process Control build closed-loop systems that self-correct and allow for superior performance in everything from communications to repeatability and reproducibility. Learn to close the loop and create precise, measurable processes and systems throughout your organization.
Cultivating Core Competency
To be successful, you must not only have the right people in your company, but you must also play to their strengths. Likewise, you must staff the best talent possible for the core competencies that support what you sell to your clients. These two meet up in what I call the Core Competency Matrix. Here, you can set the expectations of every employee’s growth within their role while ensuring three-level-deep mastery of the key technologies, tools, and solutions you leverage for your solutions.
Every size company must have set standards and processes for managing and cultivating their people for their mutual benefit. It starts with the hiring and onboarding of the employee and continues through a regular and frequent review process. I will show you how to set up training programs to ensure employees are not just engaged in their careers, but also provided cross training of critical knowledge. Establish a Culture and Compass for your business that comes from the management and sets the pace for behavior and direction throughout the company.
This Success Path may have the highest Return on Investment of any here. The three biggest profit losses through time are: being interrupt driven, employees not making efficient use of their time, and not capturing all billable time in the system. I can show you how to stop the interruptions and build simple time management practices that are easy to implement, easy to follow, and set the pace for everyone in the company to flow throughout the day, week, and month. In today’s service industry, time is measured in as little as 5 and 15 minute increments, and at the best companies, it is mandatory that it be done in real-time. If you are not tracking in real-time with zero gaps, duplicate entries, or overlaps, from the beginning of the work day to the end, you are losing money. Let me mentor your key people on how to effectively set in place the standards, processes, and procedures required to master this very important skill for everyone in your company.
Stop communication failures with your clients and employees before it costs you another dollar. The quality of your communication is in the response - That means when there are misunderstandings due to communication, it is squarely on you. Too many service issues are related to horrible communication because no response was received, no one followed up, emails were lost, calls and voicemails were missed, the most important person was not in the loop, someone wasn’t clear on their part, and most of all, an assumption was made that the most important person got the message. Quality communication means mastering the skill of getting the information to the right people in a timely and effective manner, responding to information requests in a timely and effective manner, and verifying - not assuming - that the communication loops are closed.
You or your company can master a skill that most people have no idea even exists - Process Control. Process Control is not just for manufacturing and machines, it is for every process you ever touch throughout your company. From Onboarding and Offboarding of clients to employees, products, and network migrations, I can show you the subtle steps to take which will absolutely transform all of your systems almost overnight. Learn how to close the loop on processes and provide continuous improvement through ownership by the people who run them. If you are behind the curve, I can even show you how to make quick progress in building processes, procedures, and work flows for important business functions that are quality from the start.
Standards and Procedures
Starting with a company standards guide and the basics of documentation management, you must incorporate set standards and procedures with the emphasis on becoming a learning company. Learning companies train their employees in a fraction of the time, conquering new issues with lightning speed compared to those who have nothing in place. Your clients expect you to have some set standard, and they demand that it shows in your work product and services. Build and own the most basic standards, the methods to disseminate them, and the ownership of process that provides continuous improvement.
Let’s Get You To The Next Level!
Success Begins The Minute You Set Your Mind To It
+1 (561) 577-1979
100 S. Belcher Rd. Unit 5352
Clearwater, FL 33758