Our Level 5 $COPE Services Program is designed to help you step back and get a broad perspective of the issues that span the entire scope of your business. $COPE stands for: $ Financial, C Customers, O Operations, P People, E End in Mind.
Success requires both vision and action. $COPE services are designed to address the planning, implementation, education, motivation, and accountability factors that are necessary to achieve your goals and to achieve the support of your entire team in the pursuit of those goals.
We will work with you and your staff to identify the proper diagnostic tools designed to highlight key areas of frustration as well as areas of potential growth for your company. Listed below are some examples of the diagnostic tools that are implemented.
$COPE Services include but not limited to:
$ Financial
Financial Diagnostic Report
Revenue Mix Analysis
Scenario Forecasting
Departmental Profit & Loss Statements
Chart of Accounts Analysis
Key Performance Indicator Dashboard
Benchmarking
Hierarchy of Measures Development
Customers
Customer Advisory Board
Customer Satisfaction Survey
Cycle of Customer Interaction
Performance Standards
Customer Mix Analysis
Customer Scoreboard
Operations
Document Procedures
Process Mapping
Process Reengineering
Utilization Analysis
Productivity Analysis
Operations Scoreboard
People
Document HR Policies
Performance-Based Compensation
Behavioral Assessments
TriMetrix Hiring / Coaching System
Employee Advisory Board
Employee Satisfaction Survey
Emotional Intelligence Assessments
Financial & Business Fluency Training
End in Mind
Vision, Mission, Core Values Development
Family Strategic Plan
Business Strategic Plan
Estate Planning
Business Valuation
Retirement Scoreboard