Here's how we can help you get what you want from your business!
It's all about Great Expectations!
We help people to get what they want from their businesses. We do that by providing a comprehensive system that starts with a shared vision, gets the right people on the bus, utilizes performance driven metrics, creates a system for solving problems, solidifies core processes and ultimately sets and achieves realistic goals.
- Craft Your Vision, we help you create a unified vision along with your leaders to ensure complete participation and buy in. That leads to similar desires for the greater good.
- Define Good People, as Jim Collins would say, getting the right people on the bus and getting rid of those that do not want the same things you all want.
- Streamline Core Processes, come to understand the core things that make your business work and get them documented and prepared for training so you can get the most value from them.
- Offer Great Services (Products), determine your sphere of excellence with your craft and skill both within you and within the company.
- Determine Activity Measures (KPI's), utilizing a set of metrics that aligns with the goals of the company for each functional area and ultimately each seat on the bus.
- Set and Manage Goals, set, manage and achieve goals on a periodic basis that will transform how you operate your business and will change how your team actively helps you.
We get to the point where your entire organization is crystal clear on the company vision, all much more disciplined and accountable in executing the vision, and everyone energized to see it through.
If that resonates with you, the first step towards experiencing greater control over your business with the help of a leadership team that rocks is a meeting. It's all part of "The TSG Way"! Would you like to schedule the meeting?”
Business Leadership & Management System
Most entrepreneurs and business leaders face similar frustrations - personnel conflict, profit woes, and inadequate growth. Decisions never seem to get made by anyone but you, and once made fail to be properly implemented by the team. But there is a solution. It's not complicated or theoretical. The Business Leadership & Management System (BLMS) is a practical method for achieving the business success you have always envisioned. Below are the three distinct phases that lead to a highly functioning team all 100% on the same page:
Phase 1 - Accountability System
The objective is to have your whole team focused, clear on priorities and issues, and armed with tools to help you gain more from your business.
Regardless of how you started your business, getting to the next level requires the right structure. And equally important is how you hold people accountable. In most small businesses, people wear multiple hats. That's not an issue in and of itself, however how you hold people accountable based on the hat they are wearing when doing a task is. We help you structure your business in such a way that whether you have 2 employees or 200, the business has the right structure (seats on the bus) and people know what they are supposed to do when sitting in that seat (responsibilities/roles).
Clarity of Structure
As with any organization there are hundreds of things to do all the time. Getting clear on what items are the most important are paramount. We'll establish a clear structure of what the business needs to conduct the level of business you do and will do in the coming year.
Leaders must be responsible for people, processes and products (outcomes). Basically, they guide the activities and the priority of those activities in their functional areas. People: they lead and manage people. They provide training curriculums (structured training) so people know what to do, when to do it, and how to do it. Process: they create and manage standard operating procedures (SOP's). Product: they are responsible for the functional outcome(s).
You can't manage what you can't measure. Seat holders are responsible for people, processes and products too. Basically, they carry out the days business following the processes of the business and the adhere to priorities. People: they get the training they need. Process: they know and follow the processes of the seat. Product: they measure and manage the expected outcomes.
Clarity of Roles
Knowing and articulating what roles are required of a given seat is one of the most important aspects of any leaders' job. We utilize role sheets to help a leader and seat holder get aligned on the expectations of the job and each role.
High Performance Activities (HPA's)
Knowing what's most important in a given day by each seat holder is essential. the most important reason you hire people is to handle the lion share of a given seat. The HPA's are your way of indicating to each person what is most important and helps others in the organization avoid disrupting people when engaged in those activities.
Clarity of Priorities
Knowing "what" to do is one thing. Knowing when to do each thing is another. We provide guidance on how to determine clear priorities and how to communicate that to the seat holders.
Clarity of tasks
Knowing how to do the activities in a given seat the way the organization wants it done is everything. We guide your leaders to create comprehensive process documentation and training. Without consistency of training, people learn versions of your processes that can often times become inconsistent among the team members. We solve that.
Phase 2 - Strategic Planning
This phase is all about building out your master strategy. Most companies fall into the trap of creating vision and mission statements and then believe that's all they have to do to get their people to follow them. That couldn't be further from the truth. A true strategy has the power to move an organization from the highest level officer to the most junior person on the team. Effective strategies require a culture that is used to hire and fire as well as reward your staff. An effective strategy has both a long term and a short term outlooks on where you are going and it captures the business you are focused on with clarity. Your marketing efforts stay true to the core and there are only 90 day actions that matter from quarter to quarter. Here is what a highly effective Strategy requires.
Clarity of Beliefs - What do we believe that are non-negotiable behaviors?
Core values are not something you declare, they are something you discover about yourself and the team you have. I refer to these values as the non-negotiable behaviors that define the culture of your practice. By clearly articulating values you will be able to hire well and keep the right people in your organization. And when you have the right people doing the right job for you because they desire it and because it's part of their being, you have a winner on your team. Now it's time to make sure that 100% of your people are the right person doing the right thing for the right reasons.
Clarity of Purpose - Why do we exist as a company?
By knowing what you should and shouldn't be doing, your business will take off. It's all about being focused on what is really important and not allowing outside (or inside) influences to derail the work you agreed on that's important. To ensure you do that, we help guide you to discovering your why and provide you the pros and cons of following or not following that path.
Clarity of Future - What do we want to achieve 5 years from now?
It's imperative that you crystalize the future you see your business achieving over a period of time. It's not enough to have a vision statement with no perspective of what that looks like at some specified time in the future. Five years is a great place to start because the times we live in today change so quickly. Information simply moves faster than ever before. We help you determine what that looks like for you.
Clarity of Attraction - Who is our ideal audience and why do they choose us?
Everybody on your team should know who your ideal customer is and what they should be saying to them. We use a simplified approach to your sales and marketing efforts. And once that is known, it's important to gain an understanding of what those customers say about you that set you apart from your competitors. Your greatness is not necessarily what you think it is, but rather it's what your customers think and say about you.
Clarity of 2 Year Outlook - What should we look like in 2 years if we are on track to achieving our 5 year goal?
Now that we know who we are, what we are and where we are going and our attractiveness to get us there, we are going to predict what we will look like in just 2 years. While it's still all part of creating that vision, it is the linkage to the plans you'll create for the coming year.
Clarity of Annual Plan - What should we be focused on this year to be on track for our 2 year outlook?
With the annual plan, we are formulating the plan of action for the coming year. We'll define what we need to get done this year to be on track to achieve our bigger plans.
Clarity of Quarterly Plan - What must we focus on this quarter to be on track with our 1 year plan?
As we move closer to today, we look at the 90 day world you live in. We state what we believe are the things we need to get done in the next 90 days and they becomes the only things we focus on as a team so we can focus properly and stay on track to achieve our annual plan. Think of this as chunking down the annual plan into manageable bite-sized pieces.
Clarity of Expectations
It is important that we flush out all of your problems so that we can tackle them one at a time at the appropriate time and not sustain the fire fighting mode we typically operate from. There are company problems, departmental problems and individual problems that must be dealt with. We'll teach you to identify them and show you how to deal with them properly and in the right setting. Basically, we'll transform you from a firefighter to a fire prevention specialist! After all, your organization demands clear expectations and problems are the number one thing standing in the way of knowing what to expect and achieving what you expect.
Phase 3 - Execution
This phase is all about executing. We teach you how to run your quarterly and annual meetings. Our goal is to get you self sufficient as soon as possible. The better you are at conducting these sessions, the better your team will cohesively come together with every rowing the boat in unison.
Our job is not to find ourselves deeper into your organization; rather it's to implement the system and get out of your way so you can run your business. What we have found to be effective is having us provide support for our clients that lead to them establishing the rhythm with their teams they so desire. . We are here to help where and when you need us.
At your quarterly full day meetings, you will review your prior quarterly goals and see how you did last quarter. Then you will review the entire One Page Strategy making sure everyone is on board with the plan for your company. In each quarterly session you will do an exercise to “pull it all together”, review the big picture and see the progress you've made. Next you will review the basics to make sure you are mastering them. You then establish new goals for the next quarter. It's amazing what you can accomplish with a dedicated focused team..
At your annual meeting, you will review your prior 2 Year Outlook, Annual Plan and Q4 quarterly goals. Your aim here is to see how well you predicted your outcomes and then create your plan for the next year and for the next quarter (Q1). Coming out of your meeting, your team will be energized to tackle the challenges of the day and help your entire staff get on board with your plans.
Same Page Mastermind
This group has been created to fill a void in the dental community where doctors who own practices want to find a way out of the rat race (Kiyosaki's Rich Dad Series). There are many who have established their practices and want to maximize their output and productivity. They need help. They also want to maximize their investment portfolios and there again, they need help. And finally, they want a life that provides them the freedom to choose what they want to do on their terms. Again, they need help.
We are here to serve primarily practice owners with a program that is not leader driven or group coaching. There is no curriculum. The group is curated, facilitated and follows the hot seat approach with added education as our methodology. It also includes bringing in non dental experts who provide education for practice management, investing and personal development. This is a community where accountability through peer mentoring leads the way.
The Same Page Mastermind Way
The values of people we tend to attract...
Trustworthy - we are... people who do the right thing because it's the right thing to do; people who are ethical, reliable and understand our reputation is built by our actions, not words; people who are trustworthy.
Growth-Oriented - we are... people who are open-minded and strive for more so they can do more; people who understand their massive success opens doors for unparalleled giving; people how are growth-oriented.
Helpful - we are... people who go above and beyond and believe in the power of many; people who are accessible and collaborate to multiply our impact to others; people who help people.
Accountable - we are... people who accept responsibility and own it; people who keep our word through our unwavering actions; people who are accountable.
Therefore, people who have the following tendencies, may not fit in with us:
Abrasive, close-minded, complacent, deceitful, disrespectful, excuse making, inconsiderate, irritating, laziness, manipulative, negative attitude, no communication, not owning it, passive aggressive, pessimism, rude, selfish, shallow, uncaring, and ultimately any derivative of any of these. We simply do not want nor will we tolerate any of these behaviors or attitudes because none of these serve the greater good.
Transcription - Create draft processes
We take our recorded sessions and convert it to text so we can create the draft processes from it. We are skilled at creating order out of the conversational aspect of you telling us your processes. Not only do we capture your steps for each process, we also capture the requirements to do it, any pre-work required, and other aspects, like: Purpose, Initiating Event, Goal (work product), Metrics, Who Performs, and the Tactics used to conduct a particular process. If you record your own, you'll do this too because we'll show what we are looking for to make the best possible recording you can.
Why do people seek us?
- They have a weak or no solid investment strategy
- They lack knowledge of investment options
- Their practice is in need of help
- They seek guidance from experts
- They are looking to partner on deals with other like-minded people
- They are looking to maximize their practice output
- They are looking to maximize their investments
- They are people who want to be pushed to achieve success in all areas of their life
Who is this not for...
- People who tend to not be willing to share their best stuff
- People who tend to take from others but not give
- People who tend to be negative
- People who tend to not take the actions they know will help them
- People who tend to say one thing and do another
- People who tend to be fake and insincere
Business Systems Consulting
Putting Time Freedom As Your Top Priority...