Ingenium Brochure

Ingenium A Family Business Consulting Firm

“We Serve Families and Their Businesses To Create Growth for Generations”

Family Business Services

Family Business Assessments

Succession Planning

Management and Leadership Development

People Assessments

Facilitation

The success of a family business is based primarily on the family or non-family members running that organization. It's all about the people. For more than a decade, we have helped hundreds of family businesses to create sustainable growth for future generations, through education, strategy and execution. For most family and closely held businesses, planning for succession is the toughest and most critical challenge they face. Yet succession planning can also be a great opportunity to maximize opportunities and create a multi-generational institution that embodies the founder’s mission and values long after he/she is gone. INGENIUM assists families and closely held businesses in multi-generational planning by helping them address issues related to not only the ownership succession but management succession planning and leadership development as well.

UPCOMING DEVELOPMENT PROGRAMS YOUTH LEADERSHIP DEVELOPMENT PROGRAM Every Thursday from 4:30 to 6:00 pm, starting on February 4thth (8 weeks) Where: 8750 NW 36th Street, Suite 550, Doral FL 33178 FAMILY BUSINESS

• MANAGEMENT DEVELOPMENT – Every Tuesday from 8:00 to 9:30 am (10 weeks), starting on February 09, 2016

• LEADERSHIP DEVELOPMENT – Every Wednesday from 8:00 to 9:30 am (10 weeks), starting on February 10th, 2016

Youth Leadership Development

[email protected]

+1 (305) 495-6851

Family Business Governance

“Behind the Success of any Business, There is a Family”

Team Leadership

In today’s business, the team leader is the main link between the organization’s goals and the people who are responsible for the daily activities that make those goals a reality. Because of the necessary and integral role that this position plays, it is obvious that good team leaders are key to the success of any organization.

Many everyday decisions required within this role affect profits, productivity, service levels as well as attitudes and morale. With a role and function of this magnitude, it would seem logical that the process of becoming a team leader would require years and years of training. However, most team leaders have had little or no training in the required skills. Almost universally, today’s team leaders are men and women who have been promoted from being a superworker to being a team leader.

A Process for Results

The Team Leadership process makes team leadership development not only possible, but also eminently profitable. Individually, each team leader reflects the proficiency of a specialized knowledge, which creates a powerful force that assures the achievement of organizational goals through its people.

Essential Elements

Attitude Development:Attitude is the basis of all individual behavior. The effectiveness of team leaders will depend upon their behavior in a given situation. Improved results and productivity begin by developing the attitudes that govern positive behavior.

Behavior Management Skills:Better than 50% of a team leader’s time is spent managing other people. To be effective in this role, it is important that the individual develops the skills necessary to effectively communicate and maximize productivity.

Goal Accomplishment:A team leader not only sets goals, but also needs to determine how they will be achieved, what obstacles must be overcome in the process, and the timeline necessary. The Team Leadership process provides a proven goal accomplishment model that can be immediately applied to any organization.

Critical Issues Covered Within this Process

• The Roles and Functions of a Successful Team Leader• Organizational Goal Setting • Developing Confidence• Managing and Controlling Your Use of Time• Creating and Managing Performance• Creating an Environment for Growth• Techniques for Better Training• Conducting the Evaluation• Taking Corrective Action• The Disciplinary Interview• Decisions, Habits, and Attitudes• Making Quality Decisions

The Results Are Measurable

• Dynamic Teams• Lowered Cost of Doing Business• High Performing Individuals• Motivation to Accomplish Organizational Goals• Increased Revenues• Increased Profitability

“Team leadership development is not only possible,

but also eminently profitable.”

Over the last several years, management has taken on many new and complex dimensions. Advancing technology, changing values, and increasing competition have created new and exciting possibilities for every organization. The challenge facing management today is developing an organization that can achieve tomorrow’s goals while continuing to meet the daily challenges of today’s changing business environment. To balance these organizational and economic demands, managers need a systematic, results-oriented approach to organizing, managing, and motivating their people.

Today’s management requires the skills to manage people to a higher level of productivity and successful outcomes. Every company and organization is forced to accomplish more with less in this global business environment. Effective managers are a key ingredient for increased profitability and growth for organizations.

The Process

The Management Development process is designed to help managers develop the skills needed to do more with less and be able to aggressively accomplish organizational and personal goals and objectives. As a result of this process, managers understand why and how they can be essential to achieving the organization’s goals. This process makes management development not only possible, but eminently profitable.


• Manager as a Leader• Criteria for Goal Setting• Order of Values• Solutions and Action Steps• Confidence

• Attitude Motivation• Transactional Analysis• Active Listening• Timing and Decisions• Communication• Making the Most of Your Time• Subordinate Development• Creating a Problem Solving Environment• Managing Through Goal Setting• Project Management

The Formula for Success


• Cohesive, Energized Teams• Reduced Turnover• Increased Market Share• Improved Organizational Profits

• Developed and Sustained Corporate Values• Professional Expectations Accomplished• Increased Productivity• Development of Positive Attitudes• Visualization of Goals, Purpose, and Vision• Highly Functioning and Performing Teams

“Effective managers are a keyingredient for increased profitability

and growth for organizations.”

Management

Developing loyal Customers—not just satisfying your Customers’ needs—is the critical difference in creating sustainable organizational success. Customer Loyalty should be the outcome of every Customer interaction, and creating unique points of connection for every Customer should be the goal. Customer Loyalty is a powerful competitive advantage. The value of loyal Customers includes: they always return, they brag about your organization providing word of mouth advertising, they are willing to pay more for your product or service, and when there is a mistake, loyal Customers are more forgiving.

Assessment

Through the introduction of this Customer Loyalty process, participants will assess their ability to understand and manage their emotions, recognize the emotions of others, and develop the ability to manage relationships with Customers and peers effectively. Participants will also assess Points of Connection in the Customer interaction process and learn how to turn those Points of Connection into positive outcomes for their Customers. They will also assess their communication styles, attitudes, goal setting techniques, and develop a plan of action that will increase their skill level to connect emotionally to Customers every time.

Beyond Customer Service

Research tells us that the only way to create Customer Loyalty is through an emotional connection. Unfortunately, in many organizations the Customer has become a low priority. When people are not treated according to their expectations, they will take their business elsewhere. What’s more, they relay their bad experiences to 10 or more other people. The question then becomes not whether to improve your organization’s service standard, but how? Excellence in service pays off dramatically to the bottom line in every industry.

Effectively Managing Stress and Impulses

Most buying decisions are not based on need, but rather emotion. Outstanding Customer Service providers are always aware of their Customers’ emotions and they know how to respond appropriately. However, a continual barrage of emotional interactions can be a reality in service interactions. For this very reason, it is important that Customer Service providers

understand and have the necessary tools to effectively reduce and manage stress. Customer Service providers need to know how to understand and manage emotions—their own as well as their Customers’.

Goal Accomplishment for Success

Many people set goals—sometimes. Not only is it important to set goals, it is necessary to develop a detailed plan to achieve each goal. However, setting goals as it relates to Customer Loyalty skills will help Customer Service providers focus on developing the necessary behaviors or changing existing behaviors that will make their professional lives more effective.

Goal setting; like Customer Loyalty, is a state of mind. When setting goals they should be specific, measurable, attainable, realistically high, and contain target dates for accomplishment.


• What Do Customers Really Want? • The Value of Customer Loyalty versus Customer Satisfaction• The Role of Empathy and Effective Listening• Identifying Critical “Points of Connection” in the Customer Interaction• Developing Trust with the Customer• Managing Emotions in the Customer Experience• Effectively Managing Stress and Impulses• Developing Goals for Positive Behavior Change• Creating a Powerful “Connection” with the Customer


• Customer Loyalty• New Customer Growth• Increase Loyal Satisfied Customers• Decreased Customer Complaints• Increased Sales• Satisfied Employees• Improved Profitability• Customer Referrals• Loyal and Focused Staff

Customer Loyalty

SalesProspecting and Marketing

The field of sales has experienced some dramatic and far-reaching changes over recent years. Today’s sales professionals as well as today’s buyers are better educated, more informed, and have more options than ever before. These changes have created new, exciting, and challenging possibilities in every organization. Success requires innovative ideas and finely developed skills.

Whether you are selling a product or service, whether you represent a well-known, established company, or a new start up, one fact remains clear: it is unlikely that you will maintaina competitive advantage unless you discontinue doing things the way you have always done them.

Success in the world of sales depends on your ability to reinvent yourself and your processes, and apply them forimproved results consistent to your customers’ needs.

The Process

The Sales Development process offers a comprehensive, concise process that will help develop a skilled, successful sales professional. By uniting current sales skills with a personal development system, a sales professional will uncover a system that will lead to higher levels of achievement.

The Formula for Success


• Why is Sales so Important?• Preparing for Change• Importance of Balance• The Buying Process• The Selling Process• Attitude Drives Success• Prospecting and Marketing• The Importance of Goals• Communication Skills• The Power of Questions• The Steps of the Sale• Understanding the Situation• Clarifying Objectives• Measurable Outcomes• Getting Commitment• Preventing and Handling Objections• Preventing and Handling Stalls


• Increased Sales• Strengthened Focus on Attracting, Servicing, and Keeping Customers• Increased Market Share• More Repeat Business• Increased Share of Wallet• Competitive Business Converted• Increased Income• Higher Profits for You and Your Company• Maximized Balance Between Business and Personal Life

“The field of sales has experienced some dramatic and far-reaching

changes over the years.”

Documents

Ingenium Brochure