10 w eek p roject s cope of s ervices march 13th, 2014

10 WEEK PROJECTSCOPE OF SERVICES

March 13th, 2014

Scope of Services

Packages and Goal Overview

Ongoing Support and Contact Information

Typical Outcomes

Assessment

Project Plan and Implementation

Additional Services

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Recommendations and Planning

One of our packages can be tailored to fit your needs, including:• Business Tune Up• Intensive Focus• Start Up Services• Turnaround Services• Vertical Pivot Strategy• Ongoing Strategy and ProjectImplementation Support

Packages Overview

Do you need help with:• You want to work on your business, not in your business

– Strategies to pull away from owners working on client sites• Prepare fiscal budgets

– Finding out where your money is going and why• Goal Setting

– Setting SMART Goals with a plan to achieve them• Cash Flow

– Understanding cash flow is imperative to manageable growth• Finding and hiring the right talent

– Do you need a Marketer? Business Developer? HR? Which and When?• Exit strategies

– For those who want to build their companies up to sell them in the future

Goal Overview

• Operations– MSA’s – SOW’s– Margin– Operational Expenses– CRM evaluation

• Accounting– Payroll Assessment– Fiscal Budget– Cash Flow Analysis– Line of Credit application– AR Assessment

• Marketing– Marketing Plan– Marketing Materials– Website Design

Areas to Review

• Management– Business Structure– Organizational Structure– Recruitment of specified skill sets– Goal Setting (SMART)– Monthly Objectives and Reports– Quarterly Objectives and Reports

• HR– Employee/1099 Handbook– Job Descriptions

• General– Onboarding Process– Prospecting– Recruiting

Complete Assessment of current state of your Organization• Executive Summary• Assessments Preformed

– Financial, Organizational, Operational, Marketing, HR, etc.• Methods Used – interview, observation, document analysis• Current State• Gap Analysis – between best practice and observed• Cost to close Gaps• Conclusion with Recommendations

Assessment(Phase 1, about 2-4 weeks)

Meeting with Executives to review recommendations • Discuss Recommendations

– Decide which areas to address– Prioritize Recommendations

• Create Project Plan– Prioritizations– Timeline– Estimated Costs

• Approve Project Plan• Set up meetings for milestones and tracking

– Usually 2-4 one hour meetings a week, for 6-8 weeks

Recommendations and Planning(Phase 2, about 1 week)

Meeting with Executives to review Progress • Review items, milestones, dependencies, and overall

progress• Much of the work occurs during this phase• Some work may be assigned to client

– Review of current clients– Review of MSA’s / SOW– Selection of Marketing Materials– Review and Approval of work completed by HIT Executive Consulting

during this phase

Implementation(Phase 3, about 6-8 weeks)

Completion of agreed upon Projects which may include:• Budget and Forecasting• AR Review• Review of Cash Flow and Capital

needs for Growth• Website and Marketing Materials• HR review and implementation

Employee Handbooks, Job Descriptions, Incentive/Comp Plans

• Training for employees– Communication– Accountability

Typical or Expected Results and Outcomes

• Goals– Strategic, short and long term

• Executable Strategies– Product Lines– Partnerships– Revenue Streams

• Executive Training– Team Building– Negotiations– Business Ethics

• Complete and Implemented Market Plan

• Recruiting for Identified Skill Sets– If we find an Executive, Business Developer, Recruiter, Consultant, or other identified resource without using external resources, there is no additional fee!

• Procuring Outside Funding for Growth – Based on company goals, looking to see if funding for Working Capital is needed and assisting in obtaining funding through Private Equity, VC, or other alternative funding sources.

• Leadership Development and Coaching – Grow as a leader, not just an executive, with our tailored Leadership Development, Coaching, and Mentoring

• Goal Setting, Metrics, and Strategy Development –Set achievable Goals, that are Measurable and Attainable!• Fiscal Analysis and Budget Development – Review of historical financial figures and the development of a working Budget• Net Income Optimizer – Budget and AR review and recommendations to optimize Net Income and Cash Flow, with special

attention to Cash on Hand.• Assessing Growth Potential – Realistic analysis of your company’s potential; given financial, market and regulatory factors.• Marketing Assessment and Planning – Assessing the current market, your market strategy, ideal customer, setting goals and

strategies to achieve those goals.• Organizational Assessment – Review and recommendations for putting your people in the best position to perform including

accountability, communication, and team building.• Operational Assessment – Review of systems to optimize efficiency in Sales, HR, Contracting and more.• Industry Best Practice Guidance – Real dollars and percentages of what other companies of similar scope and size are

receiving from the market.• End of the Year Review – Review of Fiscal, Marketing, Operational, and Organization achievements and trends from the

previous year.• Fiscal Year Planning – Goal setting and strategies for the upcoming year, broken down into monthly objectives to meet the

overall Goal of your company.

Additional Services

Ongoing support is available on an hourly basis after a project and allows for:• Completion of additional projects• Review of contracts and decisions • Phone Support• Review of Goals and Strategies weekly, monthly

and quarterly (including monthly financials)• Operational Assistance

Ongoing Support

One of our packages can be tailored to fit your needs, including:• Business Tune Up• Intensive Focus• Start Up Services• Turnaround Services• HIT Vertical Pivot Strategy• Ongoing Strategy and ProjectImplementation Support

Ready for a change?

www.HITExecutiveConsulting.com • Services

– http://www.hitexecutiveconsulting.com/processes-and-services.html

• Packages– http://

www.hitexecutiveconsulting.com/packages-and-pricing.html

• Contact Us– info@hitexecutiveconsulting.com– 913-254-9489

Contact Us!