Home » Think Big! Program » Schedule and Syllabus

The Think Big! Schedule and Syllabus

This is the schedule for the ThinkBig! business training program for small business managers and small business owners. Please take a look at the business tools and information that you will learn by attending our 8 month small business training course.

Session 1

Course Introductions
  • Set your business objectives for the program
  • Learn a communication tool for improved sales and staff management
  • Learn a tool for client relationship and managing expectations

Session 2

Functional Structure
  • Define Functions for all zones of your business
Sales & Channel
  • Develop Direct vs. Indirect Sales Strategy
  • Project monthly revenue goals for the year

Session 3

Functional Structure
  • Determine your Functional Management Team for Phase I
Sales & Channel
  • Develop first 2 tools in Sales ToolBox
  • Determine Ideal Client Criteria
  • Begin to monitor Sales Pipeline
  • Forecast new sales

Session 4

Functional Structure
  • Create Functional Detail for your Back Office
  • Initiate Strategy and Culture Zone definitions
Sales & Channel
  • Determine Ideal Channel Partner criteria
  • Establish pipeline for potential Channel Partners

Session 5

Functional Structure
  • Create Functional Detail for Operations
  • Determine key functions for your Strategy and Culture areas
Sales & Channel
  • Learn the secret to getting pre-sold referrals
  • Begin developing new Channel Partners
  • Formalize existing relationships with referral partners

Session 6

Functional Structure
  • Determine transition plans for next level of efficiency and to get you out of the day-to-day
Sales & Channel
  • Getting proficient with developing pre-sold referrals - how to run the meetings
  • Learn 4 Steps to Channel Development

Session 7

Functional Structure
  • Create a Training and Transition Plan for handoff of responsibilities
  • Determine key job descriptions (today and Phase I)
Sales & Channel
  • Create a Tee-Up for most improved referral targets
  • Create 3 additional tools in your Sales ToolBox

Session 8

Functional Structure
  • Begin transitions to free up your time to generate more revenue
  • Initiate job descriptions
Sales & Channel
  • Continue to develop and formalize Channel Partners
  • Implement Meeting Management Tool for increased sales
Strategic Planning
  • Learn BURN tool for planning growth and communicating strategy
  • Determine your business' capacity to do business

Session 9

Functional Structure
  • Building out the foundation to support more clients: job descriptions, workflows, staff involvement
Sales & Channel
  • Establish new and formalize existing Channel Partners
Strategic Planning
  • Create a mid-term plan for business expansion

Session 10

Functional Structure
  • Implementing Functional Structure tools
Sales & Channel
  • Learn the magic in managing relationships with key referral partners
Strategic Planning
  • Learn a tool for 'Management Accounting' and profitability modeling

Session 11

Functional Structure
  • Implementing Functional Structure tools
Sales & Channel
  • Complete Sales/Channel objectives
  • Welcome new clients
Strategic Planning
  • Establish systems to manage profitability and forecasting

Session 12

Functional Structure
  • Set Functional Plan for next phase of business growth
Sales & Channel
  • Set Sales/Channel Plan for next phase of business growth
Strategic Planning
  • Set Capacity Plan for next phase of business growth
Need a sample of the program?

Try one of our quick and low-cost Workshops.

RSVP by phone Call Laura at (916) 934-0626

  • Print this page