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© 2018 by TriServ Business Solutions

Round Table – Business owners advisory board $887 per month

The peer advisory board is a unique board model that is far superior from both a value and time perspective than traditional and conventional models.

The key features of this model are:

  • Four-six like-minded business owners form each advisory board

  • Each act as an advisory board member for the other

  • Each board is chaired by an experienced TriServ chairperson

  • Meet monthly, share issues and challenge performance

Each meeting is for 6 hours with each member’s business reviewed for 1-1½ hours using the formal and structured TriServ methodology.

The board will also ensure that each member business has in place:

  • TriServ Scoreboard Performance Measurement Tool

  • Strategic Business Plan

  • Sales & Marketing Plan

  • Leadership Development Plan

  • Employee Engagement & Customer Surveys

Members may also seek to utilize TriServ’s HR, Sales & Marketing consultant’s to specifically assist them with the key areas of employee engagement and business development.

In Addition to the above you will receive a one hour per month “one on one” business coaching and mentoring from a TriServ Consultant.

CFO : Chief Financial Officer support services $687 per month

Each meeting with business owner is for 2 hours face to face and ½ hour support on the phone.

 

 

 

The key features of this model are and provides advice with:

  • 2 meetings per month and 2 x ½ hour phone support

  • Carry out the usual oversight of a traditional CFO, face to face & on remote basis.

  • Monitor the financial health and well-being of your business

  • Provide you with financial guidance on all of your company decisions and issues.

  • Provide advice with Budgeting and forecasting.

  • Pinpointing problem spending.

  • Validating or discouraging business decisions based on financial considerations.

OPS: Operations Support $587 per month

Each meeting with business owner is for 2 hours face to face and ½ hour support on the phone.

 

 

 

 

 

 

 

The key features of this model are and provides advice with:

  • 2 meetings per month and 2 x ½ phone support

  • Operations Management

  • Business Development (New customer on boarding and demand planning)

  • Quality Assurance & Compliance

  • Inventory Management

  • HR Recruitment, People & Performance

  • Client Account Management (Forward orders & returns)

  • Tender Management

  • Policies, Procedures and Work Instructions