Module 12: Keep the Good Times Rolling - Staying the Course & Considering you options

$237.00

Yearly for 1 year

In this Module, you will learn:

Your WHYs and your KPIs: Staying on Vision & Tracking Your Metrics
O.R.G. It’s not what you think: Team Building & Your ORG Chart Expansion Plan
CYA & TMZ: How to Cover Your Axe - Avoiding Bad Press & Reputation Damage

What's Included in the Module

Purchase the full module to get access to all module trainings. You can also purchase trainings individually by viewing the options listed below.

Your WHYs and your KPIs

Feb 06, 2025

Description: Stay on task with your dream vision, your motivating mission, and your core values. They will adjust slightly over time, but the core of it won’t change much. Don’t lose sight of your WHY. That’s what keeps you sincere, authentic, and draws the right clients to you with your Aging in Place small business. It’s WHY you started in the first place. It’s why you want to keep that vision front and center in your windshield. Stay on the freeway that’s getting you where you want to go. Avoid the temptations of new and different “offramps” that veer you from your plan. Measure your Metrics. Keep honing your SOPs and your KPIs for efficiency and accountability, for you and your team. Engage your internal leadership in the creation, maintenance, tracking, and growth of your documentable metrics. It creates buy-in from the team, helps them understand that they matter and are a part of your proven success and growth plan. This is important for loyalty and retention as you scale your company. Documentation with your systems and your financials will give you the information you need to make calculated decisions on both internal upgrades, as well as new opportunities, when they arise (and they will). When you have mathematical data to review in consideration of new options, or refining existing ones, you’ll make less emotional decisions, which is good business practice across the board and in the boardroom.

You will LEARN:

How to keep your main vision, mission, and core values in the “front windshield” for your business and staff.
Why documentation honing of your SOPs, and tracking and measuring your metrics via KPIs are the key to success.
How to evaluate opportunities and when to take them, using math & historical data vs. “shiny object” emotions.

O.R.G. It’s Not What You Think

Feb 06, 2025

Description: Forecasting and planning for growth is an essential part of scaling your company. Laying out your direction and path for this progress is key to understanding how to get from 1 to 3, or 3-30 people in your organization. You’ll need to prioritize the ORG chart expansion plan to make this dream a reality, with a by quarter, year, and 3-5 year forecast for your intention so you can save for it and do the weekly tasks to tick off your progress to milestones of team growth. Study your options for how to add team. Do your research. There’s always more than one way to get from A to B. Looking into 1099, contracted, and “fractional” staff options in the C- suite can be a great way to test people out and can be quite budget friendly when you are in your infancy to early stages of start up level growth in your early years. Know your options and even “split test” for clarity on your preferences that achieve what your own organization needs. This way when you are ready for the FTE in your C- suite and staffing increases to meet demand for your services, you’ll have the peace of mind that you’ve prepared and found the right team members for the right seats on your bus to success! Accept the hiccups, and the back steps along the way. Growing is hard. People will leave. The grass will look greener on the other side, for some. Work through your loyalty emotions (privately), and move on. Try again. You can’t scale if you quit trying. No one will believe in what you are doing more than you do, and no one will try as hard, day in and day out, 60+ hours per week at times. It’s just the truth. There are also times when the metrics you track will tell you to “stay put” or even “scale back” due to economic and industry changes, or based on perfecting your systems and IDEAL CLIENT selection. Find your RIGHT SIZE for your geographic area, personal preferences, and life balance you desire.

You will LEARN:

How to plan and forecast for scaling your company, and why establishing your ORG chart growth plan is key.
When to consider 1099, fractional, and eventually FTE staff additions to your team & C-suite, and in what order.
How to overcome setbacks, departures, & hiccups during your growth, while you find your “right sized” company.

CYA & TMZ

Feb 06, 2025

Description: You’ve made it! Now you need to protect it, and yourself. Learning when and how to ensure that you’ve covered your backside is an important piece of keeping what you’ve built, and keeping your business and your family safe. A bad review will happen. Bad press may come. This is the chapter where you want to preemptively have your legal documentation and contracts in good shape. Getting your business contracts and legal documents squared away, and professionally reviewed on a regular basis, are critical components to keep you out of the spotlight in the wrong way. Don’t DIY this, don’t A.I. this, and don’t skimp on it financially at this point in your business growth and career. Build your consulting team around your business. Circle the wagons and build our your paperwork in a way that protects your company and your family. Establish a format and SOP sequence for how you address bad press or bad reviews. You can’t make every client and customer happy during a 25+ year business career. Set up your staff scripts and response sequences on the “unhappy customer” journey. You’ve done amazing things already, and helped make many lives better with your business products and services. Knowing how to appease and resolve conflicts that arise is one of the final pieces of your business success puzzle for your Aging-in-Place small business. Once you’ve got this established, you are golden!

You will LEARN:

How to ensure your contracts and legal documents have your business and personal best interests in mind.
When to add legal consulting and document review to your business, & why it matters to protect what you’ve built.
How to address bad press or reviews, customer conflicts, and systematize your responses & sequencing.

ForeverHome® Professional Certification Program

Module 12: Keep the Good Times Rolling - Staying the Course & Considering you options

$237.00

What's Included in the Module

ForeverHome^® Professional Certification Program