Round Table – Business owners advisory board $887 per month

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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.

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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

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

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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

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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.

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CFO : Chief Financial Officer support services $687 per month

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

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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.

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OPS: Operations Support $587 per month

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

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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