(CLP) Programs

Appleton Greene corporate training programs are all process-driven. They are used as vehicles to implement tangible business processes within clients’ organizations, together with training, support and facilitation during the use of these processes. Corporate training programs are therefore implemented over a sustainable period of time, that is to say, between 1 year (incorporating 12 monthly workshops), and 4 years (incorporating 48 monthly workshops). Your program information guide will specify how long each program takes to complete. Each monthly workshop takes 6 hours to implement and can be undertaken either on the client’s premises, an Appleton Greene serviced office, or online via the internet. This enables clients to implement each part of their business process, before moving onto the next stage of the program and enables employees to plan their study time around their current work commitments. The result is far greater program benefit, over a more sustainable period of time and a significantly improved return on investment.

Appleton Greene uses standard and bespoke corporate training programs as vessels to transfer business process improvement knowledge into the heart of our clients’ organizations. Each individual program focuses upon the implementation of a specific business process, which enables clients to easily quantify their return on investment. There are hundreds of established Appleton Greene corporate training products now available to clients within customer services, e-business, finance, globalization, human resources, information technology, legal, management, marketing and production. It does not matter whether a client’s employees are located within one office, or an unlimited number of international offices, we can still bring them together to learn and implement specific business processes collectively. Our approach to global localization enables us to provide clients with a truly international service with that all important personal touch. Appleton Greene corporate training programs can be provided virtually or locally and they are all unique in that they individually focus upon a specific business function. All (CLP) programs are implemented over a sustainable period of time, usually between 1-4 years, incorporating 12-48 monthly workshops and professional support is consistently provided during this time by qualified learning providers and where appropriate, by Accredited Consultants.

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Executive summary

Balancing Entrepreneurship

The need for Entrepreneurship Work-Life Balance

This program is ideal for an entrepreneur; someone who has gone beyond just coming up with ideas and has already had some success by turning those ideas into something tangible and making some money. Specifically, the program focuses on entrepreneurs ready to take their business to the next level while simultaneously creating a healthier work-life balance.

Mentorship and Guidance

Our ideal client has already been successful. Throughout the program the participants will receive ongoing mentorship to help them build on that success. The mentor will be there for guidance and will place emphasis on implementing strategies to work smarter instead of harder and to leverage strengths while compensating for weaknesses.

Mindset

Developing and maintaining a strong mindset is critical for entrepreneurs to compete at a pro-level in the short-term and sustain in the long-term. Under the tutelage of the program mentor, participants will take steps to strengthen their mindset by improving their clarity and confidence, while learning to differentiate what really matters and how to better prioritize their time.

Positioning

Throughout the program the entrepreneurs will take calculated actions to better align passion and expertise, in the process shedding or delegating the activities that threaten a healthy work-life balance. This repositioning is critical for participants to run a process driven business that works around their ideal lifestyle, not the other way around.

Results

Consistently focusing on results instead of information, together with proper positioning, enables entrepreneurs to enjoy making money while doing something they are good at; a goal most entrepreneurs set but few actually achieve. Program participants will work under the guidance of their mentor to implement and test result and process driven systems geared towards making their business run consistently and efficiently while leveraging one thing they cannot create more of; their time.

Adapt

Small business owners with limited resources often operate in fear instead of adapting to the constantly evolving economy. While working through the program participants will not only receive guidance to adapt their present operations for maximum output but also to forecast and adapt in the future for long-term sustainability.

Momentum

In entrepreneurship momentum is very difficult to attain but very easy to lose. Throughout the program entrepreneurs will learn how to capitalize on opportunities and effectively allocate resources to maximize momentum while minimizing burnout.

Sustainability

While working through the program participants will be guided through periodic assessments along the way. These assessments are designed to afford participants the opportunity to re-evaluate and make any necessary adjustments mid-stream to better position their businesses for long-term success and sustainability.

Balance

The ultimate success of each participant is predicated on their ability and discipline to follow the program, utilize the mentor and be coachable. In simplistic terms this means if participants are able to consistently work smarter, not harder, then they can achieve a healthy work-life balance while also making more money.

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Methodology… How the program will satisfy those requirements

Through a series of result focused actionable steps under the mentorship and guidance of the program instructor each entrepreneur will dial in their mindset, perform market analysis, develop and test simplified systems and processes, then refine and optimize the systems and processes. The summation of these steps will result in the entrepreneur developing a process driven and efficient model tailored to work around their individual dreams and goals.

Assessment

Since you, the entrepreneur, have already had some success I have no doubt you are already an expert in your field and have built the foundation for your business. At the beginning of the program you will test that foundation by learning about yourself, analyzing your dreams, and setting your goals. The intent isn’t to rebuild your business from scratch but instead to work with the help of your consultant’s mentorship to build on and enhance what you’ve already created.

Blueprint

After completing your assessment phase you will be guided through a series of steps to build a custom framework specific to your business model; your blueprint. This blueprint will serve as the outline of actionable steps you will implement to optimize your current business model, keeping in line with the work-life balance goals you defined in the assessment stage. This is where you will begin laying out intentional steps so you can work smarter instead of harder and leverage your strengths while compensating for your weaknesses.

Foundation Reinforcement

During the assessment and blueprint phases you’ve worked within the confinements of the program and under the guidance of your mentor to pinpoint and solidify areas of your foundation to shore up and strengthen. Once the weaknesses in your foundation are identified you will learn how to reinforce and shore up your foundation which is critical for maximized and sustained success. The importance of this step is often underestimated or ignored in the rush to drive revenue, inevitably first leading to an unhealthy work-life balance followed by eventual burnout and failure.

Implementation

With your foundation solidified and customized blueprint outlining the next several months in hand the program starts to get fun. You will now begin implementing and putting your action plan in place. The key to this step is that you will test everything to gain valuable insights as to what is working and what is not working before investing time and money to develop repeatable processes and systems.

Optimization

During this phase of the program you will begin making adjustments and refinements using the insights provided by your testing data. You will continue to test during this phase and also begin developing and implementing systems and processes to help better position yourself for sustainable success; intentionally doubling down on your strengths and compensating for your weaknesses. This is another key step towards improving your work-life balance because once a repeating process is developed, implemented and tested it allows you to consistently work smarter instead of harder going forward.

Reassessment

At the beginning of the program you tested your foundation by learning about yourself, analyzing your dreams, and setting your goals; in the process developing a unique definition of success on your terms. The reassessment phase is when you, under the guidance of your mentor, take a step back and re-evaluate your long-term goals before going any further. This affords you the opportunity to identify and implement any adjustments to better position yourself to hit your own personal work-life balance sweet spot.

Adjustment

During the Adjustment phase you will be guided through steps to implement, test and optimize any adjustments to ensure success on your own terms; similar to the steps you already successfully completed during the Implementation Phase and Optimization Phase. With mindset, messaging, positioning, back ends, marketing and sales all working together in harmony you are getting close to the finish line.

Sustainability

Understanding that if you stand still as an entrepreneur, you are actually moving backwards, the Sustainability Phase is a critical component to achieve long-term success. During this phase you will be guided through development and implementation of checks and balances so you can continually test and adapt your business model to accommodate future industry and economic changes.

Long Term

If you stuck to your plan the summation of these steps will result in the development of a process driven and efficient model tailored to work around your individual dreams and goals. You have also positioned yourself to enjoy sustainable success on your own terms and achieved something most entrepreneurs will aspire to but never actually realize – Entrepreneurship Work-Life Balance.

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Results… What will entrepreneurs achieve as a result?

The entrepreneurship cycle can be brutal at times; but it doesn’t have to be if proven steps are taken and applied directly to a business. This program will teach entrepreneurs when and how to take the steps, so they continually improve while strategically differentiating and separating from the competition. As participants work to take their business to the next level, the program and mentorship will streamline the typical entrepreneurship cycle and guide the entrepreneur through each step helping to avoid the normal pitfalls; resulting in a process driven business with a healthy work-life balance.

On day one the entrepreneurs will begin by analyzing their dreams and setting goals. Once solidified they will learn how to build and shore up your foundation which is critical for maximized and sustained success. The importance of this step is often underestimated in the rush to start generating quick revenue, inevitably leading to burnout and failure.

Once the foundation is stabilized participants will begin putting their customized plan in place and testing everything to identify what adjustments they need to make before optimizing. This is when the entrepreneur will start making adjustments and refinements, then optimizing to position themselves for sustained success.

With mindset, messaging, positioning, back ends, and sales all working in harmony, the entrepreneur is on their way to developing a process driven and efficient model tailored to work around their individual dreams and goals. By the end of the program the entrepreneur will position themself to enjoy success on their own terms and achieve something most entrepreneurs will aspire to but never actually achieve – Entrepreneurship Work-Life Balance.

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Curriculum

Balancing Entrepreneurship – Part 1 – Year 1

1. Part 1 Month 1 Goal Establishment
2. Part 1 Month 2 Baseline Assessment
3. Part 1 Month 3 Feasibility Analysis
4. Part 1 Month 4 Priority Identification
5. Part 1 Month 5 All-Star Identification
6. Part 1 Month 6 Mindset
7. Part 1 Month 7 Blueprint Development
8. Part 1 Month 8 Foundation Reinforcement
9. Part 1 Month 9 Resource Commitment
10. Part 1 Month 10 Resource Allocation
11. Part 1 Month 11 Implementation
12. Part 1 Month 12 Testing

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Balancing Entrepreneurship – Part 2 – Year 2

1. Part 2 Month 1 Reassessment
2. Part 2 Month 2 Adjustment Prioritization
3. Part 2 Month 3 Optimization
4. Part 2 Month 4 Goal Review
5. Part 2 Month 5 Long-Term Commitment
6. Part 2 Month 6 Systems Redundancy
7. Part 2 Month 7 Adaptation Controls
8. Part 2 Month 8 Long-Term Planning

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Program Objectives

The following list represents the Key Program Objectives (KPO) for the Appleton Greene Balancing Entrepreneurship corporate training program.

Balancing Entrepreneurship – Part 1- Year 1

1. Part 1 Month 1 Goal Establishment – During the first phase of the program you will be guided through a series of steps designed to help you establish your own unique goals and determine what you plan to accomplish during the program. At the conclusion of this phase you will have established your own personal goals, validated these goals and put them down on paper. These validated goals will now serve as a key ingredient for developing your customized blueprint and help guide you through the remaining steps of the program. In simplistic terms this means establishing goals is your first step towards reverse engineering your own success and enabling you to focus on results through every step of the program. You will first be guided through a gut level assessment called the Ten-Second Test, to help you set the baseline needed for your own testing and validation. Next you will work through the Ten-Minute Dream Statement which is where you will begin expanding on your gut level assessment. Next you will begin to test and validate your goals through a deep, critical thinking step called the Ten-Hour Reflection. During the final step in this phase, you will establish your own unique goals and determine exactly what you plan to accomplish during the program. Your program mentor will help you interpret the results of your test, statement and reflection and turn these results into tangible and realistic goals geared towards improving your business and achieving a healthy work-life balance. You in turn will validate these goals and put them down on paper before moving to the next program phase.
2. Part 1 Month 2 Baseline Assessment – The driving purpose of the Baseline Assessment Phase is to determine the present state of your business and to understand how your current work-life balance aligns with where you really want to be. After you are guided through the steps of the assessment you will learn how to analyze this data in conjunction with the validated goals and expectations you developed in the first phase. This analysis will then allow you, under the guidance of your mentor, to make informed decisions as you move into the final stages of process planning and start process development. The assessment phase will kick off with a focus on your mindset and expertise. During the mindset portion and under the tutelage of your mentor you will test yourself, specifically your confidence and clarity, to make sure you are completely clear where you want to be and are committed to working through the program to get there. You will continue to work closely with your mentor assessing your expertise as well. This is a critical step in self-awareness, not only to confirm your expertise but also to better understand how you are perceived by your customers, employees, and peers in relation to competition, credentials, social proof, etc. After tackling mindset and expertise, you will be guided through a detailed analysis of the nuts and bolts of your business and conduct a thorough review of the current systems and processes you have in place for both the front ends and the back ends. Next you will review your current unique value proposition and analyze how it positions you in the marketplace. During this portion you will also look at the tasks you are handling directly which is the first step towards identifying areas to delegate and identifying repeatable tasks you can create systems and processes for. Finally, at the end of the Baseline Assessment Phase you will review your current support network and the role this network is playing in your current approach to business and work-life balance. This network will be slightly different for each program participant but generally include a mix of immediate family and circle of influence, mentors, coaches, mastermind and networking groups, professional trade organizations and key outsource partners.
3. Part 1 Month 3 Feasibility Analysis – In the first program phase you established program goals and objectives. Then, during the second phase you performed an assessment focused on setting a baseline to identify the current state of your business and personal life. The purpose of the Feasibility Analysis Phase is to take the results of the first two phases and confirm you are ready to make it happen, to begin identifying any foreseen obstacles and roadblocks you will face, and to look for opportunities. After completing this phase, you will be in a position to begin better leveraging your time and establish priorities. Now that you have realistic goals in place and a sense of the current state of your business it is during this phase that you will start working closely with your mentor to start identifying ways you can make better time management a reality. A key component of creating a healthier work-life balance will be to better leverage your own time while making your actions more intentional and less random. During this phase you will begin market analysis with a focus on identifying any underserved niches in your target market that align with your expertise and vision. Identifying a niche you can leverage at this stage makes your path to success exponentially easier. The preliminary market research you conduct in this phase will also help you in subsequent stages when you begin to test your market. Also during this phase, you will take steps to evaluate the money, risk, earning potential, time frames, legal requirements, available resources, etc. Getting a real handle on these areas of your business now will help streamline the upcoming Priority Identification Phase and All-Star Identification Phase.
4. Part 1 Month 4 Priority Identification – The objective of the Priority Identification Phase of the program is to continue building on your work from the first three phases. By this juncture you have already established your goals and begun planning with those goals in mind. You have also evaluated the present state of both your business and your personal life in relation to your desired work-life balance and analyzed the feasibility that you are willing to do what it takes to make it happen. During this planning phase you will be guided through steps to analyze the data you have amassed and begin prioritizing the development, implementation, and testing. Again your mentor will be a valuable resource during this phase, providing guidance to help you prioritize your time and resources; critical in your quest to capitalize on opportunities and effectively allocate resources to maximize momentum while minimizing burnout. At this point in the program the curriculum and mentor will be focused on providing guidance to place emphasis on implementing strategies to work smarter instead of harder and to leverage strengths while compensating for weaknesses. Following the program, utilizing the mentor, and being coachable are all critical to the ultimate success of each participant. So, in simplistic terms, if you are able to consistently work smarter, not harder, then you can achieve a healthy work-life balance while also making more money. Once your priorities are identified and the steps are taken to rank and categorize these priorities into the proper order you will be ready to move into the next phase and start identifying your All-Star in-house and outsource partners.
5. Part 1 Month 5 All-Star Identification – Similar to the planning phases you have completed already, the final phase in the Process Planning Stage will continue to build on what you have already accomplished thus far in the program. In the last phase you worked closely with your mentor to prioritize your future development, implementation, and testing of processes and systems; specifically focusing on taking your business to the next level while improving on your work-life balance. The objective of the All-Star Identification Phase is to place emphasis on taking calculated actions to better align passion and expertise; in the process, planning the shedding or delegating the activities that are a threat to your healthy work-life balance. Planning this repositioning and leveraging of available resources will be critical to run a process driven business that works around your ideal lifestyle, not the other way around. During this phase you will use newly identified priorities from the previous phase as the framework while you are guided through additional steps to help you begin to identify and plan how best to utilize in-house staff and outsource partners to better leverage your time and resources. This is a precursor for the steps you will take in the future program phases to shed your load and also streamline the creation of tested, repeatable systems and processes. At the conclusion of this phase you will have successfully completed each phase of the Process Planning Stage and be ready to move into the second stage of the program, the Process Development Stage.
6. Part 1 Month 6 Mindset – As you shift from the Process Planning Stage into the Process Development Stage the first step will be to focus more heavily on mindset. At this point you already addressed your mindset at a planning level during the Baseline Assessment Phase and spent some valuable time with your mentor making sure you were completely clear about where you want to be and are committed to working through the program to get there. Now that you have completed the remaining phases of the Process Planning Stage you will be in a much better position to scrutinize and test your own confidence and clarity. This is a critical step because as you work through each stage and phase of the program you will learn more about your strengths and your weaknesses while simultaneously continuing to fine-tune your goals and dreams. The program curriculum anticipates and allows for your increased clarity and affords you the ability to make streamline adjustments along the way without completely starting over. The Mindset Phase will kick off with more enhanced versions of the Ten-Second Test, Ten-Minute Dream Statement, and Ten-Hour Reflection than the activities you completed to establish your initial goals in the first phase of the program. At the program outset you were tasked with committing to doing what it takes but at this stage you will test everything you put together during the process planning stage of the program. This testing and analysis will place emphasis on validating your confidence and clarity under the oversight of your mentor, who will again be there to help guide you through each step. At the conclusion of this phase you will be ready to start developing your customized blueprint which will outline the remaining program steps.
7. Part 1 Month 7 Blueprint Development – The custom blueprint you will develop during the Blueprint Development Phase of the program will culminate the work you put forth in the Process Planning Stage and validated during the Mindset Phase. During this phase you will be guided through a series of steps designed to assist in the development and building of a custom framework specific to your business model and goals, called your Success Blueprint. The first part of blueprint development will focus on identifying the steps to reinforce your existing foundation. Guided by the program resources and your mentor this reinforcement will be custom to your business model and take into account your findings from the baseline assessment, feasibility analysis, priority identification and all-star identification steps you’ve already completed. In order to achieve program success and build a sustainable business model this reinforcement will be completed prior to kicking off the implementation and testing stages of the program. During the second part of this phase you will be guided through a process to help you identify the critical steps to commit and allocate resources during the implementation and testing stages of the program. Next, the third part of the phase will focus on outlining the implementation stage. Lastly, the fourth and final part of the phase will focus on process testing and preparations for a long-term sustainable model after program completion. Once built, your Success Blueprint will serve as the outline of actionable steps to develop, reverse engineer, and ultimately achieve the program goals you set. The blueprint will also provide for regular check-ins throughout the program curriculum as you continue to learn and improve your clarity; so that you have the opportunity to make streamline adjustments along the way without completely starting over.
8. Part 1 Month 8 Foundation Reinforcement – During Process Planning when you completed the Baseline Assessment Phase you analyzed the present state of your business and how your current work-life balance aligns with where you really want to be. Following that work you reviewed the feasibility of your goals, outlined your specific priorities, and began to identify all-star employees, outsource partners, and resources. With that data in hand and a clear blueprint now in place, the next phase of the program is designed to guide you through the steps of reinforcing your existing business foundation. To streamline efforts this work will be performed with an eye on the target; your program goals, future sustainability, and a healthier work-life balance. As you work through this phase you will begin to further develop and reinforce the current systems and processes you have in place for both the front ends and the back ends of your business. Depending on your earlier analysis you might also be receiving guidance to help you ramp up some of these processes and ramp others down. The next step will be to reinforce your current positioning in the marketplace. You will start making the initial adjustments to your unique value proposition to better focus on any underserved niches you identified in your target market that align with your expertise and vision. This is also the point in the program when you will begin the calculated delegation process of shedding the load to better leverage your time. As you continue to work through this phase you will also work towards reinforcing the areas of your business that need shoring up in relation to money, risk, earning potential, time frames, legal requirements, available resources, etc. The final step in the Foundation Reinforcement Phase is perhaps the most important. During this portion of the phase you will take the first steps towards upgrading your current support network and clarifying the role this network will play in your future approach to business and work-life balance. This network will be slightly different for each program participant but generally include a mix of immediate family and circle of influence, mentors, coaches, mastermind and networking groups, professional trade organizations and key outsource partners.
9. Part 1 Month 9 Resource Commitment – The Resource Commitment Phase of the program will be divided into two distinct parts. The first portion will be geared towards developing and committing your own personal resources; your time. It is critical this portion precedes the second part to make sure you have confidence and good clarity of how you will fit into the business model going forward at this point. Then and only then will it be appropriate to seek commitment from and allocate any additional resources to your business and personal life. After personally committing you will move into the second part of this phase when you will begin to develop your network of resources. By this juncture in the program this network will more than likely now be composed from a mix of previous and new mentors, coaches, mastermind and networking groups, professional trade organizations, and key outsource partners. It is during this second part of the Resource Commitment Phase that you will work under the tutelage of your mentor, program curriculum resources and your Success Blueprint to begin reaching out to your network. The first step of this reach out process will be the development of what your intended roles and responsibilities for each outsource partner will entail. Taking the time to put together a clear and concise description will minimize any future confusion and missteps. Once the intended roles are defined you will be guided through the steps to develop and test the resources of priorities and all-star team you identified during the Process Planning Stage; ultimately with the intent of securing commitments.
10. Part 1 Month 10 Resource Allocation – After committing your own personal resources and securing commitments from key all-star team partners during the last phase you are almost ready to move into the Process Implementation Stage. But before you jump ahead, the last step in the Process Development Stage of the program will be to allocate and prioritize the implementation of your now committed resources. This includes allocating your own time as well as the time of any key employees and all-star outsource partners you intend to leverage moving forward. Your mentor will be right there with you to assist during this critical phase where it will be of utmost importance to once again test your mindset, review priorities, and confirm that the resource allocation is consistent with your program goals; keeping in mind the healthier work-life balance you are working towards. Again, keeping in line with the program you will have the opportunity to make any adjustment here prior to the start of implementation. During this phase all of the hard work you invested through the first modules of the program will come together and the allocated resources will be incorporated into your Success Blueprint. Upon completion of the phase you will have taken the steps not only to add the resources to the blueprint but also to retest the commitment one last time before starting to implement. At the conclusion of this phase you will have successfully completed each phase of the Process Development Stage and be ready to move into the third stage of the program, the Process Implementation Stage.
11. Part 1 Month 11 Implementation – When you reach the Implementation Phase you will transition out of the Process Development Stage and into the Process Implementation Stage of the program. This phase marks the juncture in the program when you will begin to utilize your resources and implement what you have planned and developed. At the beginning of the phase you will be guided through steps to prioritize the implementation of your own personal resources as well as the resources of key all-star team partners you allocated. With the help of your mentor and your Success Blueprint, this implementation will be a controlled effort with emphasis phased on transforming your business model while also incorporating a healthier work-life balance right from the start. As soon as the implementation starts real data will be generated and can be analyzed, making this stage critical in your quest to achieve your program goals. It is this real data, together with the planning and development work you have already completed, that will position you to best leverage your resources as you work towards optimizing systems and processes. As the data is generated you will receive guidance on how to capture this data so you will be in position to use it for testing, adjustment, and optimization during the remaining phases of Process Implementation. Until reaching this point in the program your tasks have been very head to tail in the sense that each activity and phase followed the successful completion of another. Although your progression will continue and you will move from this phase into a testing one, the implementation will continue as well, overlapping testing as your controlled allocation of resources and implementation continues. This overlapping of phases and resources will mirror the way your business will run moving forward when you will continue to assess, implement, test, and optimize for long-term sustainability. Developing a business model to run fluidly and consistently, like a well-oiled machine, is a key component of a healthy work-life balance.
12. Part 1 Month 12 Testing – During the Testing Phase you will continue the phased implementation of resources but will now have generated enough real data to begin building data collecting systems and processes to continually analyze the information. Once built and implemented, these testing processes will enable you to always have a handle on what is working and what is not working in your business; both during this program and also going forward. The testing data will also allow you to make informed decisions based on fact instead of guessing and being forced to make gut-level and emotional decisions. At the beginning of this phase you will be guided through steps to build and test the systems you will rely on to harvest data. The key to this step is that you will test everything to gain valuable insights as to what is working and what is not working before investing time and money to develop processes and systems. Once the systems are built and tested you will take additional steps to turn the systems into repeatable and automated processes where possible. You will then spend the rest of the Testing Phase working under the guidance of your mentor to make preliminary reads of the data and customize it into formats best suited for producing the information you need to make good decisions about your business. With implementation well under way and testing continuing, by the completion of this phase you will be ready to reassess each resource during the next phase so you can make any necessary adjustments prior to building optimized systems and processes.

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Balancing Entrepreneurship – Part 2- Year 2

1. Part 2 Month 1 Reassessment – At the beginning of the program you tested your foundation by learning about yourself, analyzing your dreams, and setting your goals; in the process developing a unique definition of success on your terms. Now that you have worked through the planning and development stages and begun to implement it is important to once again test your current foundation and state of mind. That is why during the first part of the Reassessment Phase you will, under the guidance of your mentor, again test your mindset. The main purpose at this juncture of the program is to check in on your confidence and to confirm clarity of your long-term goals before investing in more resources and going any further. After your mindset check is complete and any necessary adjustments are added to your Success Blueprint you will spend the second part of the Reassessment Phase checking in on messaging, positioning, front ends, back ends, marketing, sales, and your support network. By this point each of these areas will have gone through an implementation and testing phase and can generate real, actual data. It is critical at this time to harvest and analyze this data before making any concerted effort to optimize specific resources based on assumptions alone. By the completion of this phase the assessment level and analysis work you have completed will prepare you for the next phase where each necessary resource adjustment will be categorized and prioritized in preparation for doubling down on strengths and compensating for weaknesses during the Optimization Phase.
2. Part 2 Month 2 Adjustment Prioritization – During the Adjustment Prioritization Phase you will be guided through a series of steps to implement, test and optimize any adjustments to ensure success on your own terms; similar to the steps you already successfully completed during the earlier phases. The final step prior to optimizing systems and processes will be to categorize and prioritize the resource adjustment list you generated during the prior phase. The main focus of this phase will be to expand on and prioritize the resource adjustment list generated during the assessment. This preparation work will position you to maximize resources while focusing on your strengths and compensating for your weaknesses during the upcoming Optimization Phase. The phase will begin under the tutelage of your mentor as you are guided through steps focused on revisiting and validating each identified potential resource adjustment prior to investing in any valuable resources to develop and implement the adjustment. Each validated adjustment will then be added to your Success Blueprint in the prioritized sequence most beneficial to achieving your program goals and objectives. At the conclusion of this phase your updated Success Blueprint will incorporate any planned adjustments to optimize mindset, messaging, positioning, front ends, back ends, marketing, sales, and your support network. You will be getting close to the finish line and soon these areas will all be working together in harmony as you prepare to move into the final phase of the Process Implementation Stage where systems and processes designed to optimize your business while creating a healthier work-life balance are developed, implemented, and tested.
3. Part 2 Month 3 Optimization – When you successfully completed the Process Development Stage you allocated and prioritized the implementation of your own personal resources as well as the resources of key all-star team partners. You then spent the first four phases of the Process Implementation Stage continuing to follow your Success Blueprint and progressing towards your goals under the guidance of your mentor and the program curriculum. It was during these phases that you implemented the resources and tested every step of the way allowing you to capture critical data. You then utilized this data to reassess the performance of each resource and began to develop a plan for how best to adapt each resource further towards optimal. During this phase of the program you will begin implementing these adjustments and refinements to optimize those resources using the insights provided by your testing data. You will continue to test during this phase and also begin developing and implementing systems and processes to help better position yourself for sustainable success; intentionally doubling down on your strengths and compensating for your weaknesses. The systems and processes you optimize during this phase make another key step towards improving your work-life balance because once a repeating process is developed, implemented and tested it allows you to consistently work smarter instead of harder going forward. At the conclusion of this phase you will have successfully completed each phase of the Process Implementation Stage and be ready to move into the fourth and final stage of the program, the Process Review Stage.
4. Part 2 Month 4 Goal Review – During the first phase of the program you established your own unique goals and determined what you planned to accomplish during the program. After establishing your goals, you validated them and put them down on paper. This was your first step towards reverse engineering your own success and enabling you to focus on results through every step of the program. After establishing your baseline you were guided through steps at strategic times throughout the program to re-evaluate and further develop these goals. As you learned more about yourself and your business you also had the opportunity to make any necessary streamline adjustments along the way. The purpose of kicking off the Process Review Stage of the program with the Goal Review Phase is so you can perform one last strategic re-evaluation of everything that you set forth to accomplish and rate your progress towards successfully attaining these goals. Also, during this phase you get one last chance to make any adjustments before taking the final steps to continue developing and leveraging the now optimized systems and processes. Similar to your earlier evaluations you will once again be guided through modified versions of the Ten-Second Test, the Ten-Minute Dream Statement, and the Ten-Hour Reflection. After working through the exercises your program mentor will help you interpret the results of your test, statement, and reflection to help you confirm the actions you have taken focused on improving your business while also achieving a healthy work-life balance. After confirming your goal achievement and planning are in alignment you will be ready to move into the next phase, called Long-Term Commitment.
5. Part 2 Month 5 Long-Term Commitment – After reviewing your goals, the next program phase is called Long-Term Commitment. During this phase you will be guided through a series of steps very similar to those you completed during the Process Development, Resource Commitment Phase. The phase will be divided into two distinct parts. The first portion will be geared towards reviewing and committing your own personal resources; your time for the long-term. It is critical this portion precedes the second part to make sure you have confidence and good clarity of how you will fit into the business model going forward at this point. Then and only then will it be appropriate to confirm long-term commitment from and allocate any additional resources to your business and personal life. After personally committing you will move into the second part of this phase when you will begin to review your network of resources. At this juncture in the program this network will now more than likely be composed from a mix of mentors, coaches, mastermind and networking groups, professional trade organizations, and key outsource partners. It is during this second part of the Long-Term Commitment Phase that you will work under the tutelage of your mentor, program curriculum resources, and your Success Blueprint to again reach out to your network. The first step of this reach out process will be to confirm each all-star understands what your long-term intended roles and responsibilities will entail. Taking the time to put together a clear and concise description and to clarify any questions will minimize any future confusion and missteps.
6. Part 2 Month 6 Systems Redundancy – Once your intended long-term role and that of your all-star team are confirmed you will move into the Systems Redundancy Phase. The purpose of this phase will be to complete a series of guided steps to review the processes and systems you have optimized and are now utilized regularly by your business. Also, you will establish long-term redundancies to ensure your systems will remain current and the data you are reviewing and relying on will be accurate. Your review during this phase will start with a baseline assessment of each resource and then a comparison of this assessment against your long-term goals. After successfully completing this assessment you will review the feasibility of each resource’s success against long-term economic and industry projections and forecasts. Next, you will review your process and system testing to make sure proper redundancies have been built into the data collection, testing, and analysis because you will be relying heavily on this information to make future business decisions. Following this, the second to last step in the Systems Redundancy Phase will be to correct any deficiencies you discover and to make any necessary adjustments to the systems already in place. The last step in this phase will be to allocate and schedule a series of future systems check-ins and internal audits to ensure the reporting data is accurate and continues to provide key performance indicators consistent with any industry changes over time. Upon successful completion of this phase you will move into the Adaptation Controls Phase of the program.
7. Part 2 Month 7 Adaptation Controls – When you began this program you started by establishing goals and objectives designed to take your business to the next level while simultaneously creating a healthy work-life balance. Then, at specified intervals during the program you worked towards achieving greater clarity, allowing you to further develop these goals and objectives. After planning, developing, and implementing systems and processes to make these goals reality you moved into the Process Review Stage of the program to again assess the goals, commit for the long-term, and confirm redundancy of the now optimized systems and processes. At this juncture of the process the program focus has shifted slightly as you work towards maintaining and sustaining the momentum you have worked so hard to acquire. Recognizing that every industry has to go through changes and adaptations to survive, you will be guided through steps to prepare your business to recognize and be in a position to adapt as needed. During the Adaptation Controls Phase you will be guided through steps to implement a series of checks and balances designed to help your business adapt to future changes to your business and industry as well as any personal changes you will experience down the road. With your commitment in place and a process to recognize and adapt to unforeseen changes you are almost to the finish line with your process driven business designed to thrive and the present and adapt so it can sustain in the future. Once you have successfully established your adaptation controls you will move into the final phase of the program to complete your long-term planning.
8. Part 2 Month 8 Long-Term Planning – During the program you identified a series of goals and objectives to achieve success on your terms. If you stuck to your plan the summation of these steps will result in the development of a process driven and efficient model tailored to work around your individual dreams and goals. You also positioned yourself to enjoy sustainable success on your own terms and achieved something most entrepreneurs will aspire to but never actually realize – Entrepreneurship Work-Life Balance. By design, you will have already completed much of your long-term planning at a precursory level before reaching this juncture in the program. Yet, because statistics prove that writing goals down and developing an action plan is essential to success, putting your plan down on paper will be the main objective for this final phase. At the outset of this phase you will be guided through steps to identify and validate your long-term goals. Working through the curriculum and under the tutelage of your mentor you will work through steps to quantify and prioritize your future goals and to write them down. Next, you will be led through steps to develop a future action plan which includes suggested check-ins at regular calculated intervals. When your action plan is developed you will again test and validate your plan to ensure it is consistent with your intended work-life balance, making any final adjustments at this point. Once your plan is validated you will be guided through the final exercise of the program during which you will build your customized Future Success Blueprint.

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Methodology

Balancing Entrepreneurship

Program Planning

The methodology behind the Process Planning Stage of the program is designed to first help you establish your own unique goals and determine what you plan to accomplish during the program. After establishing your own personal goals, validating these goals, and putting them down on paper you will begin taking the necessary steps to begin planning the transformation of your business to better align with these goals and create a healthier work-life balance.

The reason the program begins with establishing and validating your own personal goals is that these goals will serve as a key ingredient for developing your customized blueprint and help guide you through the remaining steps of the program. In simplistic terms this means establishing goals is your first step towards reverse engineering your own success and enabling you to focus on results through every step of the program.

After establishing program goals you will establish a baseline by determining the present state of your business and evaluating how your current work-life balance aligns with where you really want to be. This baseline in conjunction with your program goals and expectations will then allow you, under the guidance of your mentor, to make informed decisions as you move into the final phases of process planning and into process development.

First, you will assess your current mindset and expertise level before performing a detailed analysis of the nuts and bolts of your business. This will include a thorough review of the current systems and processes you have in place for both the front ends and the back ends.

Following the review, your next step will be to assess your current unique value proposition and analyze how it relates to your newly established goals and current work-life balance. You will also look at the tasks you are handling directly which is the first step towards identifying areas to delegate and to target for developing systems and processes.

Next, you will assess your current support network and the role this network is playing in your current approach to business as well as any positive and negative effects this network is having on your work-life balance. This leads into the last part of your assessment which will include a market analysis and review of your current money, risk, earning potential, time frames, legal requirements, available resources, etc. Getting a real handle on these areas of your business now will help streamline the final phases of Process Planning.

The final portions of the Process Planning Stage are designed to help you identify priorities and to begin planning the calculated actions you will take to better align passion and expertise, and the shedding or delegating of the activities that are a threat to your healthy work-life balance. This is a precursor for the steps you will take in the future program process improvement stages when you develop, implement, and review.

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Program Development

The methodology behind the Process Development Stage of the program is designed to develop the goals and objectives you planned during the first stage of the program and to make the final preparations for a successful implementation.

By this point in the program you will be in a much better position to scrutinize and test your own confidence and clarity. Kicking off the developmental phase with another mindset review is a critical step because as you work through each stage and phase of the program you will learn more about your strengths and your weaknesses while simultaneously continuing to fine-tune your goals and dreams.

After testing your mindset to validate the work you put forth during the planning phases you will be ready to begin development and building of a custom framework specific to your business model and goals. This framework will be your Success Blueprint. Once built, your Success Blueprint will serve as the outline of actionable steps to develop, reverse engineer, and ultimately achieve the program goals you set. The blueprint will also provide for regular check-ins throughout the program curriculum as you continue to learn and improve your clarity; so that you have the opportunity to make streamline adjustments along the way without completely starting over.

With a clear blueprint now in place, the next phase of the program development is designed to guide you through the steps of reinforcing your existing business foundation. It is at this stage of the program that you will begin to further develop and reinforce the current systems and processes you have in place for both the front ends and the back ends of your business. This will be followed by reinforcing your positioning in the marketplace.

Next, you will start making the initial adjustments to your unique value proposition to better focus on any underserved niches you identified in your target market that align with your expertise and vision. You will also simultaneously begin the calculated delegation process of shedding the load to better leverage your time and begin working on reinforcing the areas of your business that need shoring up in relation to money, risk, earning potential, time frames, legal requirements, available resources, etc.

Before committing and allocating additional resources you will first begin to upgrade your current support network and clarify the role this network will play in your future approach to business and work-life balance. This network will be slightly different for each program participant but generally include a mix of immediate family and circle of influence, mentors, coaches, mastermind and networking groups, professional trade organizations and key outsource partners.

The final steps in the Process Development Stage of the program will be to commit, allocate and prioritize the implementation of your own time as well as the time of any key employees and all-star outsource partners you intend to leverage moving forward; and to add them to your Success Blueprint.

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Program Implementation

The methodology behind the Process Implementation Stage of the program is designed to begin a phased implementation, testing, and optimizing of systems and processes focused on meeting your program goals and objectives.

During this stage of the program you will start the prioritized implementation of your own personal resources as well as the resources of key all-star team partn