Creating Business Value

Focused View

Rob Stephens, CPA

1:19:12

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1. Welcome!

1. Welcome to the Course!.mp4

03:37

2. The Three Groups and the Three Ds

1. How Do You Create Value.mp4

06:09

2. The Three Ds Each Group Wants.mp4

05:06

3.1 Three Ds Worksheet.pdf

3.2 Three Ds.pdf

3. The Three Ds Summary and Worksheet.html

3. Creating Value for Owners

1. What Are Your Dreams.mp4

03:14

2.1 Owner - Aspirations and Purpose Worksheet.pdf

2. Owner Aspirations and Purpose Worksheet.html

3. What Delights You.mp4

05:09

4.1 Owner - My Tasks Delight and Value.pdf

4.2 Owner Delight - Happy In and About Business.pdf

4. Owner Delight Worksheets.html

5. How Many Dollars Do You WantNeed.mp4

04:07

6.1 Minimum Distribution Calculator.xlsx

6. Minimum Distribution Calculator.html

7. The Sustainable Growth Rate.mp4

05:00

8.1 Sustainable Growth Rate Formula Calculator.xlsx

8. Sustainable Growth Rate Calculator.html

4. Creating Value for Customers

1. Customer Dreams.mp4

01:51

2.1 Customer Dreams Worksheet.pdf

2. What Dreams Do You Fulfill.html

3. Customer Delight.mp4

04:45

4.1 Customer Survey Planning Worksheet Instructions.pdf

4.2 Customer Survey Planning Worksheet.pdf

4. Customer Survey Planning Worksheet.html

5. What Are Your Customers Willing to Pay.mp4

11:10

6.1 Pricing Strategy Worksheet.pdf

6. Pricing Strategy Workbook.html

5. Creating Value for Employees

1. Employee Dreams.mp4

07:35

2.1 Employee Dreams Worksheet.pdf

2. Employee Dreams Worksheet.html

3. Employee Delight.mp4

03:57

4.1 Employee Delight Worksheet.pdf

4. Employee Delight Worksheet.html

5. Employee Dollars.mp4

07:42

6.1 Employee Dollars - Benchmarking Study Instructions.pdf

6.2 Employee Dollars - Benefits Worksheet.pdf

6.3 Employee Dollars - Job Benchmarking Worksheet.pdf

6. Employee Dollars - Benchmarking.html

7.1 Total Compensation Template.xlsx

7. Total Compensation Worksheet Template.html

8. Employee Survey.mp4

02:40

9.1 Employee Survey Planning Worksheet Instructions.pdf

9.2 Employee Survey Planning Worksheet.pdf

9. Employee Survey Planning Worksheet.html

6. Creating Value

1. Identify the Top Priorities.mp4

02:57

2.1 Start-Stop-Continue Worksheet.pdf

2. Start-Stop-Continue Worksheet.html

3. Create a Task List for the Top Three Projects.mp4

04:13

4.1 Projects and Tasks Worksheet.pdf

4. Project and Task Worksheets.html

5.1 Prioritization Pack.zip

5. Optional Prioritization Pack.html

6.1 Instructions for the Simple KPI Dashboard.docx

6.2 KPI Dashboard.xlsx

6.3 Simple KPI Dashboard Sample.pdf

6.4 Simple KPI Dashboard.docx

6.5 Simple KPI Dashboard.xlsx

6. Key Performance Indicators (KPI) Dashboard.html

7. Congrats!

1. Bonus Lecture.html

Description

Helping Business Owners Make a REAL IMPACT By Creating Value For Customers and Employees

What You'll Learn?

Define of Success for You as a Business Owner and How Your Company Can Provide That
Clarify Customers’ Dreams Can You Fulfill
Determine How to Provide What Your Employees Want Most
Calculate How Fast Your Company Can Grow

Who is this for?

Small business owners

What You Need to Know?

None

More details

Description
You get what you value when you provide value to others. Business success comes from creating value for owners, customers, and employees. In this program, you'll identify exactly what each of these three groups values and how to increase that value.
AT THE END OF THIS COURSE YOUâ€™LL BE ABLE TO:
Know exactly what your customers and employees value the most
Prioritize your opportunities by the value created
Focus your company on exactly what you want it to achieve
WHAT YOUâ€™LL LEARN:
Your Definition of Success and How Your Company Can Provide That
What are Your True Dreams?
Your Aspirations and Purpose
What Delights You?
How Much Revenue Do You Want?
Whatâ€™s the Minimum Cash You Need from Your Company?
How Fast Can Your Company Grow?
What Can You Do to Increase Growth?
About Your Customers
What Customersâ€™ Dreams Can You Fulfill?
What Are Your Customers' Delights and Pain Points?
Customer Survey Planning
What Are Your Customers Realistically Willing to Pay?
Infallible Pricing Strategy
About your Employees
How to Provide What Your Employees Want Most
What Increases Your Employeesâ€™ Satisfaction and Effectiveness
How to Use an Employee Survey to Boost Engagement
Employee Survey Planning
This course guides you step by step to identify, measure, and increase the value to you, your customers, and your employees.
Are you ready to make a real impact?
Who this course is for:
Small business owners

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Rob Stephens is the Founder of CFO Perspective, where he provides courses and tools for superior business performance. Rob has a 25-year career that includes serving as CFO for two banks and a health clinic system. He was also Director of Operations at a $4 Billion bank and SVP of Finance of a $2 Billion credit union. Rob is an adjunct instructor at Gonzaga University.Rob holds a Masters of Science in Personal Financial Planning and a Graduate Certificate in Financial Therapy from Kansas State University. He received a B.A. in Business Administration from the University of Washington and is a CPA.

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