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Keynote Speaking and Workshops - Strategy Sessions
The Unbalanced Scorecard

The Balanced Scorecard has been around since 1992, and since then, almost every major company has implemented, and re-implemented some form of scorecard as a disciplined, focused effort to understand and articulate a set of metrics that effectively measure the performance of an organization. This workshop examines the typical pitfalls and problems of the scorecard, why it becomes unbalanced, and suggests ways to avoid them. The session goes further into discussions about establishing relevant, practical metrics that truly contribute to the success of business plans.

The 7 Deadly Mistakes of Business Planning

Many of the worlds largest companies, and lots of small ones, are culprits making mistakes in their business planning process. At best, most of these mistakes will lead to lots of wasted effort with no real results. At worst, these mistakes will actually damage an organization's ability to change with the times, grow and improve. This session outlines the 7 worst mistakes and explores solutions to avoid the typical traps.

Running Great Meetings

Seems simple, but when is the last time you left a meeting charged up and motivated? Many meetings seem like time wasters and everyone dreads being put in charge of the next one. Most companies couldn't function without them, so we should take deliberate steps to ensure that meetings are more effective, and a better use of everyone's time. Come explore how to be a great organizer and a great participant.

Right Sizing Project Management

Although there are numerous benefits, project management seems to have taken on a life of its own and become a stand-alone entity. The result is project management processes that are not aligned with company strategy. Companies make the mistake of skipping the planning stages of a project and dive into the process without taking the time to ensure details are looked after. This session details how to ensure that your project management process is the "right size" for your projects and for your company.

Principles of Successful Performance Based Pay

Whether you call it a bonus, variable pay, or pay for performance, the intention is the same: create a real and personal link between success and pay. Done right, a system of remuneration that is tied to performance can help employees stretch themselves beyond what they thought was possible and deliver results that are personally and organizationally remarkable. Learn the fundamentals of creating a plan for your company.

The Importance of Business Planning in Non-Profit Organizations

Do non-profit organizations have the same responsibility to create business plans as their profit driven counterparts? In a word: yes. Learn the fundamental process to create a business plan for your non-profit organization that will be sure to add new focus, discipline and process that will impress your organizers and charge up your volunteers.

An Introduction to Doing Business in China

Regardless of the business you are in, trade has truly become global, and to be successful, we need to learn how our new partners think. Share Peter's experiences of doing business in the Far East, hear fun anecdotes, but also some absolute serious dos and don'ts for success on your next trip.

SEO: What is Search Engine Optimization... Why does your Company Need it... and Where should you Start?

Do you have a new, terrific website, but are wondering how to move your search rank up from page 532? Do you dream of appearing "above the fold" in search results for even the most basic of search terms for your business?

Learn how search engines think, what "spiders and robots" look for, and integrate best practices into your Search Engine Marketing strategy.

Personal Branding for Very Senior Executives

Nike, Pepsi, BMW, Harley-Davidson, and Apple---all brands that evoke emotion and have a strong brand promise that has created millions of loyal customers. Have you wondered about your personal brand? What do people think and say about you, your leadership style and your principles; who are you and what do you stand for? As a senior leader, developing your personal brand can help you reach your next goal. Join us to understand the concept behind personal branding and create a plan to achieve your goals.

Using Communities of Practice to Drive Remarkable Results from Virtual Teams

Companies struggle with worldwide business units, each following their own unique methods and processes, which may work locally, but really don't serve the greater corporate good. Imagine an integrated team, with global members, united by one mandate filtered down from its organizational vision statement. A virtual team so cohesive and united in its focus, that time and money saved will inspire every business unit to get on board!

Training/Presentations For Bookkeepers

The Importance of Planning in a Bookkeeping Practice

We all know that we should set goals for our own business, but do we really need a formal plan? With all our time focused on the needs of our clients, bookkeepers simply aren't taking the time to create a basic strategy and action plan required to drive growth and higher earnings. The key message of this session is that creating and executing a basic business plan for your bookkeeping practice won't just improve the professionalism of your practice... it will provide you with a true competitive advantage.

Turning Your Action Plan Into Results

This hands-on workshop will help you actually create your bookkeeping practice’s business plan. You will learn to:

  • Create a basic, practical vision for your practice
  • Define and focus on the priorities that are really important, and stop worrying about everything else
  • Create a plan of attack to realize your vision

We will provide all the instruction, tools, and templates you need to leave this session with a solid plan to create and execute your business plan.

Break Out of the Hourly Billing Trap

Do you wish you could:

  • Earn more money with the same effort?
  • Ethically charge multiple clients for the same work?
  • Stop watching the clock to reduce the time you spend on time tracking and increase the time you spend on delivering value?
  • Smooth out your cash flow, and increase the predictability of your billings?
  • Reduce the effort you spend chasing clients to get you the information you need to complete your work?
  • Help your clients stop "nickel and diming" you?

In this interactive workshop, you will learn the basic techniques required to shift the focus of your practice from hourly billing to "value billing".

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