Mastermind July-2014

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Information about Mastermind July-2014
Business

Published on July 25, 2014

Author: ginamostert

Source: slideshare.net

Description

Mastermind July-2014

Mastermind 2014 Session 6: Systematize for Sustainability and Growth

• Arrivals 8h00 • Feedback 8h30 – Accomplishments – Goals & Accountability Reporting – Book Review • Systems for Sustainability and Growth 9h00 – Your Business Architecture – Operations Manual – Sample Systems and Tools Break (15 min) 10h00 – Deep Dive - Your Financial Systems • Ideas / Discussion / Hot Seats / Masterminding 10h45 How will the day go? 2

Feedback 3

4 YOUR SUCCESSES What is good and new? ACCOUNTABILIT Y Goals & Accountability Reporting BOOK REVIEW Clear your Clutter – Kate Emmerson

Strategic Systems for Success

6 What is the value of your business if you wanted to sell it? If you were removed from the business indefinitely, what would happen? How do you ensure quality and consistent service delivery? Can business continue seamlessly if you wanted to sell, merge, acquire, duplicate, franchise, etc ? Are you utilizing right tools and technology to stay ahead of your competition? What would happen if a key employee left? Can you easily delegate your work? Do you have a clear picture of how everything is connected? Systematise (Organise) -> Automate (Tools)-> Delegate (Team)

Strategic Direction & Leadership Office Admin & Support Marketing & Sales Finance & Payroll Products & Service Delivery R&D (Development) • Office • Reception • Errands • Filing • Records Mgmt • Contacts / Address book • Schedule / Diary • Graphic Design • Printing • Legal / Contracts • IT • Equipment / SW • Website • ISP • Project Mgmt • Fulfillment / Courier / Postal MARKETING • Strategy, Plan & Calendar • Web, Blog, Social Media • Content Writing • Stay-in-Contact • Database / List • News Letters • Intro Letters • Sending Cards • Networking • Speaking / Events SALES • Sales Force • Follow-up & Closing • Welcome Pack • Promotional Goods • Budget / Forecast • Bookkeeping to TB • Add Customers • Quotes • Invoices/Recei pts • Bank Imports • Recons • VAT Report • Debit Order Load • Debtors / Creditors • Payment Lists • Payroll • E-Filing • VAT, PAYE • Petty Cash • Dashboard Reports • Core Products • X • X • X • X • Service Packages • X • X • X • X • Custom Options • Service Delivery Process / Standards • IP • Trial Products / Services • X • X • New Products / Services • X • X • E-Pgms • X • X • Development • Continuous Improvement • Quality Control • Client / Customer Relationship Management (Pre- and Post Sales) Typical Functions: Small – Mid-sized Business 7

Operations Manual (Customise) • Good Table of Contents (for easy Navigation) • Operating Procedures / Steps (How To) • Monthly Checklists / Key Controls / Payments • Passwords / Logins • Banking – Account Information / Cards / Beneficiaries / Standing Instructions • IT – Assets & Serial Numbers / Network Id’s / Web and Hosting Details • Cell Phones – Numbers / Pins / Puks • Company Info – Procurement Details / VAT Certificates / BEE Certificates / etc • Staff list & key details • Key Resources and Contact Numbers • Corporate Identity Guide • ETC

Small Business Resources • Productivity – MS-Outlook (Calendar, Mail, To Do List & Contacts), Google (Contacts, Mail, Docs & Calender), Apple / Mac (iCalender, iContacts, iCloud) etc – SYNCHRONISE! • Data – DropBox, iCloud, Google Docs • Sales and Marketing - Base CRM, One Page, Capsule, InfusionSoft • Financial - Sage One Accounting (Pastel MyBusiness Online), Freshbooks, Xero • Payroll – Sage Pay (VIP Liquid), Sage Pastel Payroll • Projects – TeamBox, BaseCamp, Smartsheet (and XLS) • Bulk Mail & Automation – Mailchimp, MyListManager, Constant Contact • Website – Wordpress.com • Webinar, Teleseminar – Gotowebinar, PowWowNow

Break

Deep Dive – Your Financial System

Ideas, Discussion, Hot Seats, Q & A

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