Transform your Business Using Processes People and Technology

1Produced by Jen Goldman Consulting © 2017. Do Not Distribute. All Rights Reserved.

Who am I and you

Why are we here

What are the benefits of transforming

What are examples of transformations

How can you experience those benefits 2

WHO WHY WHAT HOW WHEN

Produced by Jen Goldman Consulting © 2017. Do Not Distribute. All Rights Reserved.

WHO am I?

I am an addict of deliberate transformations, a product of failures and successes, and a believer that tech supports your

ability to achieve your goals

WHO are you?

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WHO

SOS

WHICH ONE?

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WHY ARE YOU HERE?

OR MAYBE BUSY WORK IS EASIER THAN SMART WORK?MY WHY

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Reclaim time

Profitability

Enjoyment

Clarity

Growth

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BENEFITS OF TRANSFORMATION

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BENEFIT OF TRANSFORMING A PROCESS

Reclaim time

Clarity

Growth without the work

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8

HOW TO TRANSFORM A PROCESS

Discuss ideas that could eliminate 12 minutes of work

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BENEFITS OF TRANSFORMING THE PEOPLE

HAPPY STAFF

BETTER WORKPLACE

ATTRACT MORE CLIENTS AND GREAT NEW HIRES

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HOW TO TRANSFORM THE PEOPLE

Chief Operations Officer (COO)

Director of Client Services

Senior Advisor

Para Planner

Client Servicer General Ops

Chief Investment Officer (CIO)

Portfolio Manager

Portfolio Outsourcer

Portfolio Assistant

Chief Compliance Officer (CCO)

Compliance Outsourcer

Compliance Assistant

Director of Business

Development

Business Development

Manager

Business Development

Assistant

Chief Marketing Officer (CMO)

Marketing Outsourcer

Marketing Assistant

Chief Technology Officer (CTO)

IT Outsourcer

IT Assistant

Chief Financial Officer (CFO)

Accounting Outsourcer

Bookkeeper Outsourcer

Payroll Outsourcer

Focus attention on eliminating work overload and gaps

10Produced by Jen Goldman Consulting © 2017. Do Not Distribute. All Rights Reserved.

BENEFITS OF TRANSFORMATIVE TECH

Builds Trust

Reduces data collection and entry

Eliminates paper

Uncovers opportunities

Educates enmasse

Reduces servicing

time

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HOW TO IDENTIFY TRANSFORMATIVE TECH

Balance Sheet

Goals and Progress

Investment Performance

Spending vs. Saving

E-Learning

Vault

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Learn the language

Go to Stanford University

Identify Work Overload

Ideate and Test

Implement with the Benefits top of mind

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HOW DO WE TRANSFORM?

in·no·vateverb

make changes in something established, especially by introducing new methods, ideas, or products

trans·formverb

make a thorough change in the form, appearance, or character of

changeverb

make or become different 14

WE LEARN THE LANGUAGE

x

WE ADOPT THE STANFORD WAY OF THINKING

Stanford University © 201715

WE IDENTIFY WORK OVERLOAD and GAPS

Chief Operations Officer (COO)

Director of Client Services

Senior Advisor

Para Planner

Client Servicer General Ops

Chief Investment Officer (CIO)

Portfolio Manager

Portfolio Outsourcer

Portfolio Assistant

Chief Compliance Officer (CCO)

Compliance Outsourcer

Compliance Assistant

Director of Sales

Sales Manager

Sales Assistant

Chief Marketing Officer (CMO)

Marketing Outsourcer

Marketing Assistant

Chief Technology Officer (CTO)

IT Outsourcer

IT Assistant

Chief Financial Officer (CFO)

Accounting Outsourcer

Bookkeeper Outsourcer

Payroll Outsourcer

Focus your attention on transforming to reduce overload and gaps

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WE IDENTIFY WORK OVERLOAD and GAPS

Chief Operations Officer (COO)

Director of Client Services

Senior Advisor

Para Planner

Client Servicer

General Ops

Chief Investment

Officer (CIO)

Portfolio Manager

Portfolio Outsourcer

Portfolio Assistant

Chief Compliance

Officer (CCO)

Compliance Outsourcer

Compliance Assistant

Director of Sales

Sales Manager

Sales Assistant

Chief Marketing

Officer (CMO)

Marketing Outsourcer

Marketing Assistant

Chief Technology

Officer (CTO)

IT Outsourcer

IT Assistant

Chief Financial Officer (CFO)

Accounting Outsourcer

Bookkeeper Outsourcer

Payroll Outsourcer

EXERCISE WITH AUDIENCE

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WE IDEATE & TEST POSSIBLE SOLUTIONS

Balance Sheet

Goals and Progress

Investment Performance

Spending vs. Saving

E-Learning

Vault

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19

HOW TO TRANSFORM A PROCESS

AUDIENCE EXERCISE

CHOOSE 2 VOLUNTEERS TO WIPEBOARD THEIR PROCESS ON WIPE BOARDS/ POST IT

POSTER PAPER

I REVIEW THEM OUT LOUD

AS AUDIENCE WE DISCUSS IDEAS THAT COULD ELIMINATE 12 MINUTES OF WORK

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20

WE LEAD OUR TEAM TO IMPLEMENT

The way to get started is to quit talking and begin

doing.

Walt Disney

Who – Business Owners

Why – SOS

Benefits of Transforming – Clarity, Enjoyment, Profitability

Examples of transformations – Process, Roles, PFM

How – Jargon, Stanford, Ideate, Test and Lead with benefits

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WHO – WHY- WHAT – HOW - WHEN

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WE CELEBRATE OUR TRANSFORMATION

Change is inevitable –progress is optional.

Tony Robbins