‘Twas the Night Before Christmas

December 24th, 2009

‘Twas the night before Christmas and all through the town,
Not a creature was stirring and the workshop shut down.
Last year, an Operations Manual had been written with care,
In hopes that St. Nicholas would be less stressed this year.

The elves were nestled all snug in their beds,
While visions of efficiencies danced in the heads.
And Nicole with her whiteboard and Pam with her laptop
Were preparing for their holiday and closing up shop.

When in front of the office there arose such a clatter,
We sprang from our desks to see what was the matter.
We thought about sneaking right out the back door,
But curiosity got the best of us and we could not ignore.

We could see the reindeer reviewing their plan,
Which was prepared so diligently by the VisionBridge clan.
We were a bit confused since it was only noon,
That they were packed, organized and already on the move.

And there was our client perched high on his sleigh,
He was so far ahead of schedule he stopped by to say:
“We’re much more efficient this year and so clean,
We have gifts for everyone, even the old and the mean.”

“The org charts prepared and the procedures for toy making,
And the job descriptions, marketing and field procedure training;
From the top of the flow charts, to the very last detail,
This business owner knows he can take a vacation without fail.”

“Our town is happy, healthy and in better spirits,
The elves are more jolly and in their songs you can hear it.
And we joined him in saying as he flew out of sight,
Happy Holidays to all and to all a good night!”

Happiest of holidays to you and your family!

The VisionBridge Team

Assessment Tools

December 18th, 2009

By: Pam Killman, Project Manager

This week Nicole and I had the opportunity to take the Predictive Index assessment to gain insight into what drives us on a professional level. It was actually very enlightening and also verified things that we already knew about each other and our work habits.

The Predictive Index is a managerial assessment tool that was created by Arthur Daniels in the 1950’s and is used to improve performance within businesses. The actual assessment took about 10 minutes. Through an online link, the first task was to select words that represent how you think others perceive you. The second task was to select words that represent how you see yourself. The results were processed fairly quickly and we then met with Dana Harrison of Advisa to discuss our results.

The assessment showed that Nicole is very results-driven, typical for a successful business owner. I tend to be more people-driven. As a project manager, I try diligently to make our clients happy and exceed expectations. The one thing that Nicole and I had in common is that we are both detail-oriented. Yes – we love the details. Which is good because our business is all about the details.

I think assessment tools are important because they help people understand what drives others and provides insight on how to best work together.  If you know that someone is oriented one way, then providing them with opportunities to use those skills will help you to get better results from all of your employees.

Do you use any type of behavioral assessment in your company? Do you feel it is beneficial? Feel free to leave a comment to let us know!

Franchising Your Business?

December 11th, 2009

We are working with a fantastic client right now. They started their business right out of their garage and have built it into a large, successful local company with phones ringing off the hook. Now that they have experienced this success, how are they planning on capitalizing on it?  Franchising.

Franchising can be very profitable - just look at all of the fast food chains out there. However, the reason many companies don’t do it is because they haven’t created a repeatable, turnkey operation. Many companies are only as successful as the productivity of their people that day.  If one or several of those people were to leave, the business would crumble.

How can a business create a successful, turnkey operation?  Here are a few tips:

  1. Clear strategy and goals.
  2. Easy to understand, easy to use operating systems.
  3. Defined and followed marketing and sales strategy.
  4. Employee alignment and accountability.

There are many other factors that play into the success of a turnkey operation, but in my opinion, these are the most important.  And although they are important…very often they are not in place.

The company that we are working with has seen its share of ups and downs.  It has made mistakes and continues to find challenges.  The one thing that they do realize however, is that being proactive on these four items is key.  They have found partners to help them with each of these and work truly as a partner - learning and improving each day.

They realize that developing their operations manual into systems that are easy to understand and repeatable from the very beginning have paid off in the end.  Building their franchise has been less costly and more efficient because of their proactive approach.

Ideas that Stick

December 7th, 2009

I just finished reading the book Made to Stick by Dan and Chip Heath.  I loved the book because it can be used in almost any situation…work, home, teaching, volunteering…anytime you need to make an impact on an audience of one or many and want the idea to stick.

Below are the key elements of what the Heath’s call their “success checklist.”  These are the concepts that, if used, help make your ideas last in your audience’s brain. 

  1. Simplicity. They consider this their golden rule; do not share too many points.
  2. Unexpectedness. Break schemas; open knowledge gaps and then fill them.
  3. Concreteness. Make it real; talk about people not data.  You can use statistics, but then relate it to a personal or emotional situation.
  4. Credibility. Use outside authorities or vivid details to show that you know what you are talking about.
  5. Emotions. Don’t appeal to the masses.  Show how what you are talking about affects one person or one situation.  Speak to identities and people will make their own connections.
  6. Stories.  Stories give us interest and drive action.  They challenge our thinking, connections, and creativity.

Right now I am working on getting more speaking opportunities and need to build a plan.  These concepts should help make the experience a better one and help the message stick.  What about you?  How can you use some of these concepts in what you are doing?

Learn more and get your free copy of the success checklist at www.madetostick.com.

CRM, Project Management, Time Tracking All-in-One Program

November 10th, 2009

Many of my clients have expressed that they like their CRM but also need other powerful management tools included such as project management software or time tracking. Enter WORKetc!  This is the first small business solution that I have seen that is simple to use, has a CRM, project management tracking, time tracking, file storage, and billing all built into one program.  It is not meant for companies of more than 20 people, but for small business, it is an inexpensive all-in-one solution that you might want to check into.  Here’s the website for more information:  www.worketc.com.

How will 2010 be Different?

November 6th, 2009

It’s that time of year, the weather is turning cooler, leaves are changing colors and we begin thinking about the holidays. As a small business owner, you also begin to think about goal setting for 2010. Most companies set sales goals, but do you consider how process and efficiency improvements can improve the bottom line?

You make think that your company is already efficient - but do you know if only one person knows how to run one of the machines in the plant? What would happen if that person left the company? Or if two customer service representatives have two different processes to enter an order into the system? Can you combine the two processes to save time?

Some of our clients have very successful businesses and they want to grow. They know that in order to do that they must have a better understanding of what their staff is doing. One of our clients is taking the time to sit down with us for 1-2 hour stretches to “download” information to us on the way they work. They perform many of the same tasks for their various clients and, through these meetings, are finding that they are doing these tasks in various different ways. They have also learned that had they been privy to some of the “best practices” their colleagues were using from the beginning, they would have been more successful in their roles more quickly. Sharing this information with each other and using us to facilitate, they are now mapping out new best practices and we are documenting them in their operations manual. This way new employees have immediate access to the information, and current employees can maximize their work time.

Improving the productivity of your people and processes can add up to big increases your bottom line. Click here to estimate how your business is doing: http://visionbridgeinc.com/html/cost_of_system_inefficiencies.html. As you set your 2010 goals, keep these thoughts in mind and contact us if you need help!

Going the Extra Mile

October 23rd, 2009

I loved this article from Jack Canfield’s most recent newsletter and wanted to share it.  It makes the case for creating systems within your business to ensure that your employees are going the extra mile for your clients.


Going the Extra Mile will Get You Even Farther
by Jack Canfield

Going the extra mile

Are you someone who consistently goes the extra mile and routinely over delivers on your promises?

It’s rare these days, but it’s the hallmark of high achievers who know that exceeding expectations helps you stand above the crowd. Almost by force of habit, successful people simply do more.

As a result, they experience not only greater financial rewards for their extra efforts but also a personal transformation, becoming more self-confident, more self-reliant, and more influential with those around them.

These high achievers stand out from the crowd because of their extra efforts. They are unwilling to give up, even in the face of difficult times.

They get the promotions, they get the loyal customers, they grow their businesses twice as fast, they get financial rewards, job security, and they go home feeling satisfied.

Do you exceed expectations?

Do you surprise people with more than they were expecting from you?

Do you have the opportunity - but also the personal initiative - to go the extra mile?

To be successful you must change your thinking. You can only win by making extra efforts. People who go the extra mile always get payback. You will discover yourself becoming more self-confident, more self-reliant and more influential with those around you.

People notice the special services and all the small touches that make dealing with you so pleasurable. And when they are talking to their friends they will mention you and recommend you because you are the one who stands out.

People will see that you pay attention to detail, that you consider all the small things that really make a business successful, that you care about your image, and that you belong with all the other people who work hard to achieve. You will attract new business and new opportunities.

Listen to any success story and you will hear of someone who worked exceptionally hard to get what they wanted.

You’ll hear how they put in the extra time, did what wasn’t part of their job description, and over-delivered on what was asked of them. You’ll hear how they stuck at it until they broke through, and usually you’ll hear how it only took them a couple of years to do it.

What have you been doing for the past couple of years? Think of what you could accomplish if you made it a habit to exceed everyone’s expectations. Image what doors could be open to you if you decided to be of better service and value.

How are you willing to go the extra mile? What kind of extra service are you willing to provide in order to stand out from the rest? What areas of your life could you be giving more of your effort and time, becoming more valuable, and improving your reputation?

Be willing to treat everyone like you’d treat your dearest friend. Don’t skimp on service. Don’t be mediocre or run of the mill. Show people what you are capable of. Show them that you care about your image and reputation.

When it comes to success, the people who are willing to go the extra mile get there that much faster!

© 2009 Jack Canfield

VisionBridge becomes nationally certified as WBE

October 6th, 2009

FOR IMMEDIATE RELEASE

Carmel, IN – October 6, 2009 – VisionBridge, a business specializing in operations manual development, process documentation, and process improvement, received national certification as a Women’s Business Enterprise by the Women’s Business Enterprise Council – Great Lakes, a regional certifying partner of the Women’s Business Enterprise National Council (WBENC).

WBENC’s national standard of certification implemented by the Women’s Business Enterprise Council – Great Lakes is a meticulous process including an in-depth review of the business and site inspection. The certification process is designed to confirm the business is at least 51% owned, operated and controlled by a woman or women.

By including women-owned businesses among their vendors, corporations, and government agencies demonstrate their commitment to fostering diversity and the continued developmentof their supplier/vendor diversity programs.

To learn more about VisionBridge, please visit www.visionbridgeinc.com.

About VisionBridge
Founded in 2003, VisionBridge works with business owners to create, document, and improve company systems so that their business can operate efficiently on its own.

About WBENC
The Women’s Business Enterprise National Council is the nation’s largest third party certifierof businesses owned and operated by women in the United States. WBENC is a resource for the more than 700 US companies and government agencies that rely on WBENC’s certification as an integral part of their supplier diversity programs.

A System to Organize Your Thoughts

September 23rd, 2009

In a meeting yesterday a client of mine wanted to know if I knew of anything that could help her track notes and random brainstorming thoughts with her team that is in two different locations.  She was finding herself overloaded with e-mail strings, constantly going back to search for the most recent message to see where they were in the process.  After thinking about this last night, I decided to look into how she could manage this issue and found an interesting software product called OneNote.  YouTube has a (albeit fuzzy) overview of the program here: http://www.youtube.com/watch?v=j5bHf_pV-ZM.

What’s cool about this product is that it is like a virtual notebook yet the pages are not limited to 8.5 by 11 inches.  They can be as long as you want with any notes (almost like sticky notes) anywhere on the page.  It also allows you to connect documents and web pages as references…right there on the same page!  You can share the information with other users and they can view or edit the information too.  It’s a virtual brainstorming session on steroids.

You can find more information here:  http://office.microsoft.com/en-us/onenote/default.aspx.  Amazon.com also sells it for less than $100.

Great No-Cost Software

September 8th, 2009

Our friends at Silver Square sent over a link to a great article from Inc. magazine that I wanted to pass along.  Click here to access the short article with information on free software that you may be able to use to improve your effectiveness at work.