Orlando, FL—July 13, 2018 (non-CEU track)

Success Skills Orlando, FL—July 13, 2018

(non-CEU track)

Technology for your Business Brian House Systems for Business Belynda Holt Pinto Stress to Success Melissa Lee

Mike Holt Enterprises, Inc. 888.NEC.CODE (632.2633) www.MikeHolt.com

TODAY’S PROGRAM

1:00—1:50 Leveraging Technology for your Business

Brian House

1:50—2:05 | Break 3

2:05—2:55 Systems to Build a Better Business

Belynda Holt Pinto

2:55—3:45 From Stress to Success

Melissa Lee

3:45– 4:00 | Break 4

MAIN BALLROOM

4:00—4:55 Overcoming Obstacles

Hector Picard

4:55—5:00 Wrap-up

1

LeveragingTechnology

2

SCOPE OF THIS CLASS

• Under 50 Employees

• … gaining an edge on thecompetition.

LEVERAGING TECHNOLOGY

3

Leveraging Technology | Brian House

1

4

5

6


2

7

8

9


3

Faster CommunicationAccess More Information Synchronize InformationAccess to the Web Everywhere

ADVANTAGES OF TECHNOLOGY

10

Training CostsOver-Communication /

MisinformationOrganization and Storage of DataWasted Employee Time (Social

Media)Costs to Access Technology

DISADVANTAGES OF TECHNOLOGY

11

DIVIDE AND CONQUER

12


4

TECHNOLOGY AFFECTS

Office Operations

Field Operations

Vendor Interaction

13

OFFICE

Office Operations

Field Operations

Vendor Interaction

14

Phones – VOIP / Soft Phones Scheduling/Dispatching – Cloud Map Based Route Scheduling / GPS

FRONT OFFICE OPERATIONS

15


5

Payroll Time Tracking Communications – Email / Cell Phones

FRONT OFFICE OPERATIONS

16

Invoicing/Collecting – Cloud Accounting/Payables - Cloud Advertising – Web / Social Media

BACK OFFICE OPERATIONS

17

Estimating – Web Pricing Services, On Screen Takeoff

Payroll Processing

BACK OFFICE OPERATIONS

18


6

FIELD

Office Operations

Field Operations

Vendor Interaction

19

Scheduling/Dispatching – Web GPS Mapping to Job Digital Timecard – Web

FIELD OPERATIONS

20

Invoicing/Collecting – Web Communications – Email / Cell

Phones Material Ordering – Web (Amazon,

Supplier Portal)

FIELD OPERATIONS

21


7

VENDORS

Office Operations

Field Operations

Vendor Interaction

22

Material Ordering – Web Portal, Email Job Pricing – Email / Web Payables – Web Invoice Integration,

payment Communications – Minimal need for

phone calls

VENDOR INTERACTIONS

23

Overwhelmed???24


8

1. Make a list of issues (prioritize)2. Determine budget3. Find options for #14. Complete #1 before you start the

next one5. Revisit areas each year for

improvement

GETTING STARTED

25

Is it complicated What does it cost Who needs training Does it have support Is there maintenance

BEFORE YOU JUMP…

26

USE A TECHNOLOGY PLAN

27


9

Take Your Time Don’t solve problems you don’t have You don’t have to use all the features

LAST THOUGHTS

28

Try to use web apps when you can Less is more Ask for references and a demo

before you buy

29

QUESTIONS?

30


10

• www.FieldEdge.com/• www.MikeHolt.com/EstimatingSoftware.php• www.Freshbooks.com/• www.fieldaware.com/

RESOURCES

31


11

Business Systems -Building Blocks for SuccessBELYNDA HOLT PINTO

1

What are Business Systems?

1. Steps, procedures and methods youuse to make sure your business isworking well even when you aren’taround

2. A blueprint or a step-by-step guidefor how things are done at yourcompany.

3. One of the most neglected parts ofmany businesses.

2

SizeStrengthAbility to

succeed

They are the framework that determines your company’s:

3

Business Systems | Belynda Holt Pinto

13

Not convinced? Food for thought… A company that

doesn’t value systems can only grow by the daily sweat of the owner. The minute you stop peddling is the minute that things fall apart. Vacations are a

nightmare Sick time is a disaster Everything is on your

shoulders

4

“But wait… I’ve got a great employee” The major problem with that

statement is that Employees leave. Systems stay with you forever.

5

Repeatable success is built on systems

6


14

Better systems will make you more money

7

And reduce your stress 8

Takeaway –

Become systems dependent not people dependent…

9


15

Elements of successful systems…

1. They are clearly written with step-by-step instructions.

2. Include training for the people that use them.

3. Are enforced. 4. Are reviewed and updated.

10

Where do you need systems?

EVERY SINGLE PART OF YOUR BUSINESS THAT YOU WANT TO RUN WELL

11

Examples of systems related to employeesHiring Process TrainingHow they interact with

customersHow you handle employee

problems

12


16

Examples of systems related to the finances

13

Selling the jobBiddingSales calls

Managing the moneyBilling & CollectingCash flow

3 Tools to help in the process

1. OperationsManual

2. Checklists orJob Aids

3. Surveys

14

Operations Manual

Guide to howyou do thingsas a company

Gets everyoneon the samepage

Improvestraining

15


17

Checklists – Tools to make the job easierReduces

employee confusion

Provides consistent quality to customers

16

Tips for creating checklists

Create checklists for employees for those areas that are vital to your success

Include photos to make it even clearer what you mean

Require a signature from the employees responsible for the work

17

Surveys and spot checks

Part of the accountability portion of the system

Provides a level of service that raises the bar for your customers.

18


18

How do you get started?

Review your current systems

Start writing procedures

Ask for help if that makes it easier.

19

Checklist for writing a procedure:Name it correctly What are the results you want?What are the steps involved?Who is responsible for the steps?Are there any resources

required?Any images or photos that you

can include?

20

“”

Often things that look a lot like people problems are actually systems problems.

BELYNDA PINTO

Ask yourself if you can create a system to avoid this problem in the future.

21


19

Final thoughts about Systems This is your chance to get your

business to work the way you have always wanted.

Continuous process to tweak and to train.

Help your employees understand what is in it for them.

Becoming systems dependent rather than people dependent can change your life!

22

Goals for your company

Company Operations Manual

Have checklists for the important parts of your business

Include your team Can you

automate? Reduces errors

23

What should you be doing Monday? Think about what

systems you currently have

Create a plan for what areas you will focus on in priority order

Put into your calendar dates and times you will do systems building

Schedule a long vacation one year from today to test your systems and take them for a test drive.

24


20

“”

You don’t have to be perfect, you just have to get started

BELYNDA PINTO

Start in the area that is causing you the most stress…Or start in the area that would be easiest to get started…

25

Resources to help Books

The E-Myth The E-Myth for Contractors

Checklist Manifesto

Survey Surveymonkey.com Google forms

Articles about checklists https://www.baatraining.com/flight-safety-discipline-and-

importance-of-checklists/

http://www.hartfordbusiness.com/article/20140623/PRINTEDITION/306199955/seven-management-benefits-of-using-a-checklist

26

Thank you…I HOPE YOU ENJOY THE PROCESS OF BUILDING A BETTER BUSINESS

27


21

Welcome!

with Melissa Lee, MS, MBA

Take the poll.http://poll.fm/5z2q3

2

“The health epidemic of the 21st century.”

Stress Management | Melissa Lee

23

Understanding Your Stress

4

Self-Assessment

What are your top 5 stressors?

How intense is each one?

Categorize them as: Hassles, Problems, Challenges, Threats, Crises/Tragedy/Trauma

5

Self-Assessment

Choose one.

How much will this issue matter in…

How much control do you have over it?

What are your beliefs?6


24

7

Stress Mindset Measure

Stress is debilitatingStress is enhancing

0 SID 4 SIE

SIE vs. SID

Figure 9. Changes in DHEAS (a) and cortisol (b) over time as a function of mindset.(Crum, Akinola, Martin, and Fath, 2017, p.11 )


25

SIE vs. SID

Figure 9. Changes in DHEAS (a) and cortisol (b) over time as a function of mindset.(Crum, Akinola, Martin, and Fath, 2017, p.11 )

Some Stress More Than Others

Sensitivity to acute stress may be determined by variations in gene encoding

Stress Resilience

12


26

To the mind, body, or spirit.

Figure 2. TGIF: Just scream. (The Fruitful Life, 2017)

PAUSEAcknowledgement and Acceptance

35


27

BREATHE

GROWMeaning, Purpose, and Gratitude

THOUGHTS = ACTIONS

Positive vs Negative


28

Cognitive Reframing

Change a negative to a positive or neutral thought.Example: Negative: I’m so stressed about…

Unconscious Processing

Work WITH rather than against

Don’t think about a lemon.

21

Just a Cold, Dark, Night on the Side of Everest


29

Post Traumatic Growth

Think back…

23




30

Exercise IS Medicine

“Five minutes of aerobic exercise can stimulate anti-anxiety effects.”

Daily Target:

22 minutes (moderate)

11 minutes (vigorous)

Mind-Gut (Microbiome)

26

Building the Body’s Defenses

Plant-Based Fiber

Antioxidants

Cruciferous vegetables

Prebiotics

Probiotics


31



Gratitude Exercise

Who have you appreciated in the past two weeks?

Open Discussion

30


32

You don’t have time to..You don’t have time not to.

31

Thank you!“I cannot and should not be cured of my stress, but

merely taught to enjoy it…”—Hans Selye

Contact

Melissa Lee, MS, MBA, PhD-To-Be

[email protected]

561-371-3928

www.smartstrategies101.com

Facebook: https://www.facebook.com/ smartstrategies101/

LinkedIn: https://www.linkedin.com/company/smart-strategies-101/

33


33

Orlando, FL—July 13, 2018 (non-CEU track)

Documents

Transcript of Orlando, FL—July 13, 2018 (non-CEU track)