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10 Week Project Scope of Services

10 Week Project Scope of Services. March 13th, 2013. Scope of Services. Packages and Goal Overview. 1. Assessment. 2. 3. Recommendations and Planning. 4. Project Plan and Implementation. 5. Typical Outcomes. 6. Additional Services. 7. Ongoing Support and Contact Information.

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10 Week Project Scope of Services

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  1. 10 Week Project Scope of Services March 13th, 2013

  2. Scope of Services Packages and Goal Overview 1 Assessment 2 3 Recommendations and Planning 4 Project Plan and Implementation 5 Typical Outcomes 6 Additional Services 7 Ongoing Support and Contact Information

  3. Packages Overview One of our packages can be tailored to fit your needs, including: • Business Tune Up • Intensive Focus • Start Up Services • Turnaround Services • HIT Vertical Pivot Strategy • Ongoing Strategy and Project Implementation Support

  4. Goal Overview Do you need help with: • You want to work on your business, not in your business • Strategies to pull away from owners working on client sites • Prepare fiscal budgets • Finding out where your money is going and why • Goal Setting • Setting SMART Goals with a plan to achieve them • Cash Flow • Understanding cash flow is imperative to manageable growth • Finding and hiring the right talent • Do you need a Recruiter? Business Developer? HR? Which and When? • Exit strategies • For those who want to build their companies up to sell them in the future

  5. Areas to Review • Management • Business Structure • Organizational Structure • Recruitment of BD and Recruiters • Goal Setting (SMART) • Monthly Objectives and Reports • Quarterly Objectives and Reports • HR • Employee/1099 Handbook • Job Descriptions • General • Onboarding Process • Prospecting • Recruiting • Operations • MSA’s – SOW’s • Margin • Operational Expenses • CRM evaluation • Accounting • Payroll Assessment • Fiscal Budget • Cash Flow Analysis • Line of Credit application • AR Assessment • Marketing • Marketing Plan • Marketing Materials • Website Design

  6. Assessment(Phase 1, about 2-4 weeks) Complete Assessment of current state of your Organization • Executive Summary • Assessments Preformed • Financial, Organizational, Operational, Marketing, HR, etc. • Methods Used – interview, observation, document analysis • Current State • Gap Analysis – between best practice and observed • Cost to close Gaps • Conclusion with Recommendations

  7. Recommendations and Planning(Phase 2, about 1 week) Meeting with Executives to review recommendations • Discuss Recommendations • Decide which areas to address • Prioritize Recommendations • Create Project Plan • Prioritizations • Timeline • Estimated Costs • Approve Project Plan • Set up meetings for milestones and tracking • Usually 2-4 one hour meetings a week, for 6-8 weeks

  8. Implementation(Phase 3, about 6-8 weeks) Meeting with Executives to review Progress • Review items, milestones, dependencies, and overall progress • Much of the work occurs during this phase • Some work may be assigned to client • Review of current clients • Review of MSA’s / SOW • Selection of Marketing Materials • Review and Approval of work completed by Compliance Healthcare during this phase

  9. Typical or Expected Results and Outcomes • Goals • Strategic, short and long term • Executable Strategies • Product Lines • Partnerships • Revenue Streams • Executive Training • Team Building • Negotiations • Business Ethics • Complete and Implemented Market Plan Completion of agreed upon Projects which may include: • Budget and Forecasting • AR Review • Review of Cash Flow and Capital needs for Growth • Website and Marketing Materials • HR review and implementation Employee Handbooks, Job Descriptions, Incentive/Comp Plans • Training for employees • Communication • Accountability

  10. Additional Services • Recruiting for Identified Skill Sets– If we find an Executive, Business Developer, Recruiter, Consultant, or other identified resource without using external resources, there is no additional fee! • Procuring Outside Funding for Growth – Based on company goals, looking to see if funding for Working Capitalis needed and assisting in obtaining funding through Private Equity, VC, or other alternative funding sources. • Leadership Development and Coaching – Grow as a leader, not just an executive, with our tailored Leadership Development, Coaching, and Mentoring • Goal Setting, Metrics, and Strategy Development–Set achievable Goals, that are Measurable and Attainable! • Fiscal Analysis and Budget Development – Review of historical financial figures and the development of a working Budget • Net Income Optimizer – Budget and AR review and recommendations to optimize Net Income and Cash Flow, with special attention to Cash on Hand. • Assessing Growth Potential – Realistic analysis of your company’s potential; given financial, market and regulatory factors. • Marketing Assessment and Planning – Assessing the current market, your market strategy, ideal customer, setting goals and strategies to achieve those goals. • Organizational Assessment – Review and recommendations for putting your people in the best position to perform including accountability, communication, and team building. • Operational Assessment – Review of systems to optimize efficiency in Sales, HR, Contracting and more. • Industry Best Practice Guidance – Real dollars and percentages of what other companies of similar scope and size are receiving from the market. • End of the Year Review – Review of Fiscal, Marketing, Operational, and Organization achievements and trends from the previous year. • Fiscal Year Planning – Goal setting and strategies for the upcoming year, broken down into monthly objectives to meet the overall Goal of your company.

  11. Ongoing Support Ongoing support is available on an hourly basis after a project and allows for: • Completion of additional projects • Review of contracts and decisions • Phone Support • Review of Goals and Strategies weekly, monthly and quarterly (including monthly financials) • Operational Assistance

  12. Ready for a change? One of our packages can be tailored to fit your needs, including: • Business Tune Up • Intensive Focus • Start Up Services • Turnaround Services • HIT Vertical Pivot Strategy • Ongoing Strategy and Project Implementation Support

  13. Contact Us! http://www.HITExecutiveConsulting.com • Services • http://www.hitexecutiveconsulting.com/our-process-and-services/ • Packages • http://www.hitexecutiveconsulting.com/our-process-and-services/packages-and-pricing • Contact Us • info@hitexecutiveconsulting.com • 913-481-4419

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