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How We Work -


-- We provide business owners the knowledge and ability they need to create the business of their dreams.



What Business Owners Need:

Business ownership provides entrepreneurs a tremendous opportunity -- the opportunity to achieve independence, creativity, self-expression, financial success (hopefully), and many other goals.

Unfortunately, most entreprenuers fail to achieve the goals they've set because they don't know how to create a successful business. (Click here to learn more about The Problem We Fix.)

Although lots of management advice is available in books, magazines, web sites, and other sources, business owners are challenged to know what they should do with it. They wonder, "What information is useful and effective? Where should I focus my efforts to achieve the greatest benefit? What advice is relevant to my business? How do I make these ideas work for me?"

What business owners need is a simple, straightforward approach that shows them what's holding their business back, and what they should do differently to get the results they want.




We Provide the Direction You Need for Success

To provide you the management knowledge you need, we've developed the Excel Management Plan, which simplifies the process of creating a successful business to five basic concepts that anyone can learn and apply to their own business.

The Excel Management Plan clarifies and simplifies the entire management process. Among other things, the Excel Management Plan can help you refine your purpose and goals, articulate a compelling marketing message, boost employee productivity, improve work processes, and more.

In addition to raising your business to a higher level, these improvements will give you an advantage over your competitors. Weak management practices are pervasive among small to medium-sized business and, as you improve the quality of your business' performance, you will better distinguish your business from others in your industry.




How The Excel Management Plan Works

The Excel Management Plan is based on five core concepts that encompass the entirety of your business' operations. By reducing the complex process of business management to five core concepts, we make it possible for any business owner to become a skilled manager and create the business of his or her dreams. These 5 concepts - Purpose, Customers, Workforce, Process, and Structure - are briefly described below:

  1. Purpose -- Understanding Your Organization's Purpose.

    This concept examines why your business exists and what it's trying to achieve. Among other things, this examination includes a reconsideration of your personal goals, as well as the values and vision that direct your business. An understanding of these issues establishes the foundation and identity of your business, which, in turn, affect nearly all of the decisions made in the operation of your business.


  2. Customers -- Managing the Customer Relationship and its Basis.

    This concept moves the analysis from the internal view of Purpose to an external examination of your company's relationship with its customers. Your business is premised on selling valuable products or services to your customers. Therefore, you must fully understand what it is that your business offers and why your customers should care. This concept considers the entire process of creating, marketing, and delivering products and services that are deemed by your customers to be valuable.


  3. Workforce -- Managing and Motivating Your Workers.

    Things get done by and through your workers (even if you're the only worker). The performance of your workers becomes the performance of your business. Therefore, you must create an environment in which all workers will want to achieve, and be able to achieve, high performance.


  4. Process -- Managing and Improving Your Business Processes.

    Your business processes must be carefully and deliberately developed and managed for effective and efficient operations. Continuous improvement is necessary to provide customers increasingly valuable products and services at reasonable costs, and to maintain your competitive position in the marketplace.


  5. Structure -- Establishing and Maintaining an Appropriate Firm Organization and Support Infrastructure.

    For its effective operation, your business depends on an appropriate organizational structure and a variety of supporting operations (ex. accounting, purchasing, legal, insurance, etc.). In addition to supporting your business' productive activities, the Structure elements promote and facilitate your relationships with customers, vendors, workers, and others, and protect your business against loss. Although these elements usually don't add value directly to your business, they are indispensible to your successful operation.

These core concepts are tightly interconnected and, as such, weaknesses in any one area can have performance repercussions throughout your business. Most businesses are weak in one or more of these areas, which limits their potential. The Excel Management Plan provides you a way to effectively manage and coordinate all of the key areas so your business can achieve its full potential.




The Excel Management Plan Helps You in 3 Key Ways

The Excel Management Plan provides you the knowledge that can make the difference between creating the business of your dreams or struggling with the challenges of business ownership and falling short. In particular, the Excel Management Plan will help you:

Become a more effective manager -- The Excel Management Plan is a business management model that shows you how to be a better manager, including how to skillfully handle the key activities that drive the growth and development of your business.

Identify the weaknesses holding your business back -- The Excel Management Plan is a management model that allows us to effectively analyze your business and identify the specific problems or weaknesses that are holding you back. Knowing these problems or weaknesses then allows us to focus attention on those areas that will provide you the greatest benefit.

Determine how to get better results -- The Excel Management Plan model shows what steps should be taken to fix the problems or weaknesses we've identified so you can raise your business to a higher level, and turn your dreams into reality.



How We Work With You

Our services are a blend of business coaching, management training, and business management consulting.

We begin our work by identifying the particular goals you want to achieve. Your goals then become the basis of everything we do. After we've identified your goals, we carefully examine your business situation to determine what features are preventing you from achieving your goals. Once the contributing problems and weaknesses have been identified, we can then determine what changes are needed and what actions should be taken to fix those problems or weaknesses and provide your business the ability to achieve your goals. This process may involve:

Helping you identify and set your personal goals and determine the role and responsibility you wish to have in your business (this is the business coaching part);

Teaching you, and possibly others, how to handle key management issues that drive the growth and development of your business (this is the training part);

Providing substantive recommendations on relevant management and operational issues (this is the management consulting part).

Using the Excel Management Plan and other tools, we can provide you the knowledge and ability to create the business of your dreams.




Click here to see Case Studies of how we've helped other clients improve their businesses and achieve their goals.


Real|Goals
contact by e-mail
Tel: 859-381-1316
277 E. High Street, Suite 100
Lexington, KY 40507

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