Key Performance Indicator Workshop

LEARN FROM THE PROS AND YOUR PEERS

As an owner or manager of a growing service business, you are constantly grappling with the challenges of managing your firm's growth. In this CO2 Bonus workshop, Donnie Shelton and Dan Gordon, will spend the day creating a company from start to finish using the Harvard case study method with all the attendees. Each business owner participating will be able to bring real business scenarios to life that address common organizational, operational and financial dilemmas  that business owners face and discuss how to overcome them. 

DAN GORDON

Daniel Gordon, CPA is a managing partner of PCO Bookkeepers, Turf Books and PCO M&A Specialists. With more than 25 years in the pest control and lawn care industry, Dan's firms provide pest control and lawn care business owners with CFO consulting, tax planning and preparation, accounting, bookkeeping and merger and acquisition services. Dan has also written a book, From Technician to CEO - The Evolution of a High Growth Pest and Lawn Company published by NorthCoast media and used as a text book By NPMA in the Leadership development program.

DONNIE SHELTON

Donnie Shelton opened and grew Triangle Pest Control into a multimillion dollar company in just a few short years, making him one of the most respected business owners in the industry. In 2013, Donnie acquired Coalmarch Productions. Since then, he's written two books, Grow! IMS and Build that focus on helping service companies grow their business and build phenomenal team.

WORKSHOP TOPICS

STEP 1: SETTING SYSTEMS

Every company starts somewhere. We're going to kick off the case study by discussing what systems you need in place from the beginning that will set your business up for success.

Topics covered:

- Getting Started: Building Great Systems

- Developing Org Charts and Positions Contracts

STEP 2: SETTING EXPECTATIONS

Now that you have your systems in place, it's time to clearly lay out your expectations with your team. The best way to do this is by developing key performance indicators.

Topics covered:

- Creating and Enforcing KPI's

- Tracking KPI's

STEP 3: Training Your Team

Training your staff is just as important as growing your company. In this session, we'll walk you through how to create and implement effective training strategies to keep your team reaching for the same goal.

Topics covered:

- Creating Your Training Systems

- Discussion: When to Fire vs. When to Train

- Creating Your Accountability Loop

STEP 4: Putting It All Together

When it comes to your financial statements, you need to know what you're looking at. This session will help you understand your financials so you can create more realistic and achievable business projections. 

Topics covered:

- Analyzing Your Financial Statements

- Essential Ratios

- Creating a Realistic Budget

KEY TAKEAWAYS

 

Participants will leave this workshop with:

  • The ability to create and improve new systems for your office and your technicians in the field
  • Key performance indicators that you can use to enforce performance expectations for your team
  • New and improved training systems that include your KPI's
  • Tools to understand financial statements, such as your Profit/Loss Statement, Balance Sheet and more
  • Essential ratios that financial professionals use to evaluate your business for real estate, equipment or vehicle financing, as well as how to maintain these ratios to be respected by your banker.
  • Tools to unlock the information found in the financials to create a realistic and accurate budget to manage future growth and profitability

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