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Visual Strategic Planning Group Program – What a Success!

On July 22, I facilitated the first-ever session of the Visual Strategic Planning Retreat Group Program. It was awesome.

There were six people attending, representing five businesses. Each of the participants was looking for an opportunity to take a day to focus on their business development away from the distractions of email, telephones, clients, computers, etc. We met at the Victoria Executive Centre, which has lovely meeting rooms with lots of natural light. Natasha and I carefully laid out mural paper, markers and other drawing materials for each participant’s workstation along the whiteboards that lined the walls, and we had an intimate meeting table with views of Pioneer Park for our discussions.

The Visual Planning Group Program was an extension/modification of the one-on-one strategic planning retreats that I do here in my office, which focus specifically on one business for a half-day or full-day. In the group program, we had an agenda with activities designed to help each participant business develop a retrospective mural, a core strategic purpose mural, and an action plan based on a self-assessment of their business strengths and weaknesses. Each of the participants worked on their own murals and I floated among them, asking questions to challenge or clarify and offering suggestions for business structure, goals, marketing, and much more.

During the afternoon, while watching the participants deep in focus on their goals and action plans, I got that magic feeling… you know the one where you suddenly realize you’re doing exactly what you love and what you were put into this world to do? Yeah, that one. That’s how it felt. I’m so grateful to my participants for helping to create that through their honest engagement with the program and their willingness to share and learn from one another as well as from me.

The day after the program, I left on my summer camping vacation with a lightness in my heart. I’m so lucky to be able to work with awesome professionals and business people to develop their understanding of their core purpose, their goals and their action plans. This is the sort of program that fits exactly with who I am, and what I want Directis to be as it grows to become a multi-person company. We will never lose the focus on helping the small business owner achieve breakthroughs in their business development.

There are more programs coming like this. The Introductory Program will be offered again on October 12, and I already have plans to do a focused session on marketing and sales plans.

There are photos of the day on our Facebook page (have you Liked us yet?) and you can now express your interest in joining the October 12 class. With only 6 spaces, it will surely fill up fast.

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The First Three Weeks at Directis

I’m Natasha Veenhof. I’m a Camosun College Business student and I finished my first year in April. As a part of the program, I’m participating in Co-op, co-operative work experience. I spent most of April and May applying for job after job, only to have other people get selected ahead of me. At the beginning of May, I saw a position available for an “Online Marketing Whiz” at Directis Consulting. I was skeptical, I’ll be honest, but I applied anyway. After the interview, I got the job. I was so happy, but I had next to no idea what to expect.

May 24th rolls around and I head into the office for my first day of work. Sue and I set up my desk together and go over the kinds of things I’ll be expected to do while I work for her. Not much actually gets done, but that’s almost to be expected. The next day, I come into the office and Sue asks me to go over the presentation she’s going to be giving in the evening, see if I can tweak it a bit. It’s a whorl-wind of a day, and so much happened that I can barely keep it all straight in my head. The presentation in the evening went well and was very informative. Working on it through the day and watching it in the evening really helped me get a grasp of what Directis Consulting does and helped me understand what I would be doing.

Friday, at lunch, I walk into Sue’s office and say to her, I’m not sure how much more I can do. We go over what I’ve done and, I’m right, I’ve basically finished everything she assigned me to do on Tuesday. She thought it would take me three weeks. We go over a plan and she assigns me more work to do and we carry on with our day.

Week two goes by and I’m pretty sure, every day I get assigned a new task, but that’s okay, I’m usually finishing two. It’s been three weeks now, and every day has been busy and hectic. It seems sometimes like my priorities change by the minute. But that’s okay.

In learning how to use social networking to market Directis, I’m also learning oodles about strategic planning and all the steps and bandits in the process. The projects I’m working on are all fun, like the Strategic Planning Bandits I had to draw for Facebook, or the SWOT Analysis video I had to put together. I can’t wait to see what else comes up through the summer and I’m really excited to keep learning.

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Making Your IT Work for You

Jeremy Colwell is CEO of CPG Systems and my trusted adviser for technology issues. He’s very kindly agreed to respond to these questions and be featured on my blog. As small business owners, we all want to get technology to work FOR us rather than against us, so I asked Jeremy for some advice on technology for businesses.

Hi Jeremy, thanks for doing this interview! First, why don’t you tell readers who you are and what you do?
Well, I’m a geek really (not a nerd, there’s a difference). I own a small company called CPG Systems, that helps small and medium businesses with their tech support needs. We do managed services, some equipment sales, and some cloud services offerings as well. We think of ourselves as the IT department you wish you had.

When you’re doing strategic planning for your small business, what IT issues should you consider?
The big strategic planning issue is growth, and making sure that your systems are flexible enough to handle change. If your organization expands (or contracts) you need to have IT systems than can easily and quickly adjust to accommodate this. You should also be considering your data integrity… backups. What would your business do if someone broke in and stole all your computers? Being able to budget for costs is always a big issue, since many organizations deal with widely varying support costs ($200 one month, and $3000 the next makes it hard to plan). And perhaps the biggest issue to plan for is downtime. (or more accurately, how to prevent it). Downtime can ruin groups that have major computer problems too often. We actually did a blog post on this a while back, with worksheets and everything. It’s available here.

What are the best ways for small business owners to save on their IT costs?
There are lots of ways, actually. One is to never be afraid to question your current IT people. For example, if they say that a computer will cost you X dollars, but you can find something similar for half the cost, ask the tech people why. A good tech support person or company will be able to give you a clear, non-technical explanation of why you need to spend the extra money. If they can’t… well maybe you need to examine that relationship. Which in the long run will save you tons of money.
Another area is to look for “all-inclusive” support offerings. For example, most IT service providers will allow you to have unlimited tech support for a fixed monthly cost. And while the costs may initially seem high, you have to look at your past spend, and compare that against having cost certainty. For larger organizations, you can look at outsourcing. I know of companies with a staff of 50, who have full time internal staff. Where the reality is that you can get the same (or better) service levels through outsourcing, and save literally thousands of dollars per year doing so.

And since I know you do a lot of work with non-profits as well, what do you think are the things non-profits need to pay attention to for their IT?
Well, non-profits are a completely different creature, aren’t they? Non-profits need to pay attention to the trust they have with their IT people. Start by seeing my comments above about asking questions of your IT people. Does the IT group inform you about special non-profit pricing from software publishers and hardware vendors? If the NPO uses a lot of volunteers, the IT people should be okay with letting go of the reins (so to speak) so that volunteers can help defray some of the ongoing IT costs. It all boils down to the IT people doing the myriad little things to show that they care about the non-profit group’s mission or services, rather than their own profit. It may sound like a direct contradiction in terms, but believe me when I say that it can happen.

If you were trapped on a desert island and could only take one technology tool with you, what would it be?
Is there a power source and cellular signal? If so, I would have to say my Android phone. I can surf the net, connect in many different ways, and phone my friends to gloat about the fact that I’m at the beach.
If there’s no power, I guess it doesn’t matter what geek-toy I have with me, since it won’t power up anyway.

What’s the best part of your job?
That’s easy… helping people understand their technology. I really like teaching people about computers, and seeing the light of understanding dawn on their faces. I really like using analogies to explain computer subjects, and people really seem to get them.

How can somebody contact you if they want help with their IT?
Lots of ways! There’s our website at cpgsystems.ca, Twitter at @cpgsystems, Facebook at facebook.com/CPGSystems, and the good old fashioned way (telephone) on 604.838.6811

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Being a Change Agent: Notes from Sandra Richardson Talk

Today I attended a meeting with the Emerging Leaders Network, an initiative of Volunteer Victoria. Our speaker was Sandra Richardson, CEO of the Victoria Foundation (VF). I’ve been a Community Advisor with VF since early 2009 and I’ve met Sandra several times, but I didn’t know the background of how far the VF had come in the years Sandra has been leading the organization.

Sandra’s presentation was about being a change agent. I had my notebook and favorite pen set with me, so I took Graphic Notes!

June 6 Emerging Leaders Notes

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A different view, a different perspective

We can’t solve problems by using the same kind of thinking we used when we created them. -Albert Einstein

Welcome to Monday morning! Do you find yourself trudging into the office wishing there was another day in this weekend? Dreading picking up where you left off with the problems and challenges facing you?

Here’s a Monday-morning pick-me-up activity that you can do in ten minutes. This is ABSOLUTELY about having fun and getting your creative juices flowing.

Grab a piece of paper from your printer and whatever colorful writing utensils you can lay your hands on – highlighters, sharpies, crayons and even a red ballpoint pen will do. Now, I want you to SCRIBBLE wildly on the piece of paper. Do not try to make your scribbles look like anything. Just make a big mess. Get your hand moving. Feel the motion in your shoulder. Now put down your pen and shake your arms around. Let your head roll around like a zombie. GET SILLY.

Take a deep breath.

Now, using the other side of your piece of paper, draw what the conclusion of your week will look like. When you have conquered the challenges facing you in the next few days, how will you see the world? You can be literal or abstract in your drawing, but I want you to focus on letting your hand move freely on the paper without concerning yourself with whether your “art” looks “good.” This isn’t about being Robert Bateman (unless you are Robert Bateman, in which case HI!).

Now, take another deep breath. Put away your piece of paper and go on with whatever you have to do today. Let your drawing of today be a magnet which you will be smoothly gliding towards all week.

If you spend ten minutes doing this before you buckle yourself into your to-do list, you can break out of the same kind of thinking that created the problem (or allowed it to percolate) last week!

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Pick your poison

I was recently asked by a graduating MBA student to summarize the conditions in the consulting industry, and how the field has changed since I’ve been in it. My answer made me wonder why anyone would voluntarily start a consulting business:

As more Baby Boomers retire from their executive jobs, more of them are deciding they’d like to be a consultant, so competition is steadily increasing. Clients have become more cynical about management consulting, and as trend after trend of management/strategy has been introduced people are becoming a little weary of new management theories.

With the mass expansion of high-speed/broadband Internet, connecting with clients remotely is becoming almost easier than picking up the phone. So whereas there used to be a “local” market for consulting, it is now getting progressively more global.

With governments cutting back their use of consulting, the consultants who were working in the public sector are now eyeing private sector clients to make up for the lack of government contracts. This puts further pressure on the competitive space in business and non-profit consulting.

When you look at it like this, it’s a wonder anyone makes a living at this.

Amusingly, I reflected that I often look at various other industries and think to myself, “the competition in that industry is fierce. I’m glad I’m not a (insert profession here).” I consider myself a savvy decision-maker and I have avoided opening several businesses because I didn’t think the industry structure was favorable for success. Yet here I find myself in a highly crowded industry, trying to build a brand presence.

I guess it’s just evidence that one person’s meat is another person’s poison… pick your poison… and love it! (Mmm, meat. Now, I need lunch).

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DIY Strategic Planning tonight!

I’m very excited about tonight’s DIY Strategic Planning seminar, for several reasons:

1) I don’t have to compete with a hockey game for attention or attendees.

2) The new Directis Co-op student, Natasha, will be accompanying me.

3) We invented a new graphic metaphor for strategic planning. You may have seen my tweet about it today. It will be revealed tonight, and then I’ll post it on the blog tomorrow.

4) I’m looking forward to meeting some great new people and teaching some familiar faces about this crazy discipline called strategic planning, which I love.

If you can’t resist and you MUST attend, it’s at 6pm at the Victoria Executive Centre. Five seats remain. Email me quick-like to claim one, or just show up and pay (cash or cheque) at the door!

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Know thy customers and their habits

One of the most important tenets of marketing strategy is KNOW THY CUSTOMERS. (Second-most important would be YOU ARE NOT YOUR TARGET MARKET). This applies to all marketing, but today I’m going to point out how it applies in the world of online marketing, specifically if you expect to reach out to your target markets using socila media tools.

Forrester Research has published a rudimentary version of their Social Technographics tool online for you to play with:

http://www.forrester.com/empowered/tool_consumer.html

Take a peek. Then imagine you’re planning an online marketing campaign in which you hope your potential customers (let’s call them “users” to be polite) will become active participants in your online forum/community/tool/discussion/what-have-you. What you’re going to need to do is create a platform in which your desired customers can engage at a level that will help you meet your business objectives.

One of the things you need to bear in mind for creating your platform is how involved you want your users to be, and how involved they want to be in the online interaction. Are they participators? Passive viewers? We need to think about what level of engagement is required to make an “ideal” user for your online marketing activities, and what age/demographics we might expect that person to be. If the sort of person who’s going to play along with you online is NOT the sort of person who your product/service is aimed at, then you need to readjust or rethink your online marketing activities.

Define your ideal user profile. For an online community dedicated to the chess community, for example, it might be:

  • People who are open to connecting with other people or organizers in an online community (therefore they have some level of trust for online interactions);
  • People you expect are interested in chess;
  • People who have at least a moderate amount of disposable income and spending ability (otherwise good luck selling your product to them, or getting advertisers to pay for space on your site: advertisers will not be interested in people who do not spend money).

This is going to start pointing us to certain categories of age, education, income level, gender, geography, etc. There will be an “ideal user” and then several categories of “semi-ideal users” that we want to plan around. Your decisions for site design, functions, activities etc. in your online marketing will need to be slanted towards those specific categories in order to get enough users to make it worthwhile.

Bringing us back to the Forrester Research Social Technographics profiles, we don’t get very much information to go by on the free version of this tool, and I’m opposed in principle (and pocket) to paying the outrageous prices these companies charge for their research reports. But it does give us some suggestions about the age and gender groups we can expect to demonstrate certain types of online activities.

Take a look… see what conclusions you start to draw from it.

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Business Awards Nomination Clip

Thanks to Cedarwood Productions for making all the nomination clips for the 2011 Business Awards. There were some really fun clips – my favorite was the one for Megson Fitzpatrick Insurance (it’s not posted online yet, but I’ll keep looking for it).

Here’s the Nomination Clip for Directis!

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Hired: Online Marketing Whiz, Summer 2011

Directis is hiring! Directis has hired a Camosun College Business student to be our online marketing whiz this summer. Her name is Natasha – a proper introduction will come when she starts on May 30.

This position is made possible with the kind support of the Small Business Internship Program.

Here’s the position description. (Click on the graphic to get the PDF).

[Download not found]
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