Borrow a Brain Slide Deck

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When you're running a small business, you have to wear a lot of hats. So what do you do when one of your "hats" just won't fit?

This webinar is all about identifying which areas of your business deserve your attention and which areas you'd be better off leaving to people with the time and expertise to really take care of them. Why beat your head against the wall trying to complete tasks that are boring, frustrating, or you just plain aren't good at?

We'll cover the questions you should ask yourself before outsourcing locally, the project management and collaboration tools you can use to stay coordinated and avoid duplication of effort, and real-life examples of companies that saved money and time through outsourcing functions such as IT or payroll.

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  • Reflexion Go To Market Strategy Confidential
  • Do you ever wish you had more brain power on your business?   As a small business owner you don’t have to go it alone. How would you like to borrow the best brains in business? Once a month, free of charge.   We’re bringing in industry experts to support you, the small business owner. We polled our customers nationwide to find out what their biggest challenges were. We’ve identified the top issues facing small business owners.   As the go to source for small business, we’re providing a free webinar series, created just for small business owners.   As you can see from the Monthly schedule on the slide, we’re going cover everything from technology to sales to how to delegate without frustration. We are pulling together the experts in each area to help you grow your business.
  • One of the major challenges for small business owners is the feeling that they have to do everything. Yet when we spoke to a number of very successful business owners, they said that one of the reasons they were so successful is that they DIDN’T do everything themselves.   They said that enlisting outside expertise - and finding the right expertise - was actually what took their small business to the next level   For today’s webinar we’ve brought in three very successful entrepreneurs to help us unpack this topic, and provide you with some useful take away tips.   At the end of this webinar I’ll provide you with a link to download a PDF of all the tips we’ve talked about.
  • If all you do is work, you’re unlikely to have sound judgments. Your values and decision making wind up skewed. You stop being able to decide what’s worth extra effort and what’s not. And you wind up just plain tired. No one makes sharp decisions when tired.
  • Georgia is the founder of CMIT Solutions and it all got started from her kitchen table 14 years ago under the brand name, Computer Moms. Georgia will share how she formed strategic relationships to build the business into what it is today - over 130 locations across the country. Over the years Georgia has continued to provide visionary leadership to the company and serves as the Sr. VP guiding CMIT local offices as they support more than 1,800 small business clients. Prior to starting computer moms in 1996, she worked in the United States Senate in Washington D.C. A graduate of the University of Texas, Georgia is a sustaining member of the Junior League of Austin. She has been featured on "Positively Texas", CNNfn's "Business Unusual", and in Women's Day magazine. I’ve asked Georgia to share her story because I think she has some valuable lessons for all of us.
  • We went to a small business incubator, there were a lot of snickers and laughs about Computers Moms they were used to businesses that were highly technical, and highly secretive. Here we come as Computer Moms, training and support for residential, they have never considered that as a service base, it took a lot of doing to consider us as an investment, but we got in.
  • You have to take the initiative to apply for programs, we approached the business school about getting some help with an access data base. Melanie Fricke is sitting across from me for this very thing they were connected with UT, help support internships, Melanie was our second intern.   She wanted her to go out into the world and get smarter and then come back. We could have gone to SCORE, but the thing we needed most was an office and a group we could go to when we needed help.   Two side notes   Technology is a male dominated world, having the men the borrow the brain concept, the men on the board of directors, more powerful than if it had just been me. You need to seek out diversity, not just male female, but creative, accounting, etc, whatever you lack, you need to find.   The other thing that I learned and what our whole business model is based on is knowing when to outsource. The things I was good at were, xyz, and the things I needed someone else to do, was the financial piece, I also outsourced the marketing function, freed you up to focus on core business.
  • Melanie: Thank Georgia. (Tee up Jim T.)   One of the things we see with our clients and partners, the ones that are successful are the one that identify what they’re good at, and they delegate or outsource the rest. So I’ve invited two successful entrepreneurs we work with to share their stories and tips. First, Jim Tillinghast is a business coach and founder of White Stone Advisors. He is now our business coach and is facilitating a process in our organization that has really made an impact.
  • Jim has coached over XXX small businesses and … Jim, what tips can you share with the small businesses on the call today?
  • Thank you, Jim. We have covered brain trusts, outside resources and benefits of mastermind groups. I now want to introduce a provider we have been outsourcing to since May of 2010. We were looking for marketing advice and were referred to Creative Suitcase. After meeting Rachel Clemens and her team, it was such a breathe of fresh air. They were organized, professional and utilized great tools to keep all of us on the same page.
  • Creative Suitcase is a boutique print, web and graphic design studio. We create branding, logos, brochures, websites and e-marketing for clients ranging from non-profits to Fortune 500 companies, including The University of Texas, HomeAway, Dell, United Way and CMIT Solutions. Rachel is a Creative Director with international experience. She’s worked on three continents and traveled to over 30 countries, learning the cross-cultural aspects of great design. After earning a Bachelor’s of Fine Arts degree at the Savannah College of Art and Design, she worked as a graphic designer with Traffic Interactive in London and JSA Design in Brisbane along with Tocquigny Advertising and Jolly Design in Austin, Texas. In 2005, Rachel started Creative Suitcase to better connect with clients and their businesses. She specializes in high-end creative solutions for local, national and international clients and has been recognized with multiple Austin and national advertising awards. Rachel – can you share with us why you became and entrepreneur and how you leverage outsourcing?
  • Free trials are key
  • We have a whole series for you, including 5 Secret of super successful people, where our guest is going to be business author Lisa McLeod, in that webinar, several of you are going to win a copy of her newest book, she’s also going to be doing session for us on delegation without frustration, and a small business selling and a few others.   In addition we have some technology-oriented webinars, from the Hype around the Cloud to using Video in your business.   Thanks. Mention you are the go to source for small business owners.
  • Borrow a Brain Slide Deck

    1. 1. <ul><li>Welcome! </li></ul>Melanie Fricke VP of Product Strategy CMIT Solutions Borrow A Brain
    2. 2. About CMIT Solutions <ul><li>Providing IT Solutions since 1996 </li></ul><ul><li>Over 130 local offices across the US </li></ul><ul><li>Focus on small business </li></ul><ul><li>We are your outsourced IT department keeping your computers running </li></ul>
    3. 3. 2011 Webinar Schedule <ul><li>January 27: Ever feel like just Borrowing a Brain? </li></ul><ul><li>February 24:  Selling for Small Business Owners </li></ul><ul><li>March 31:  Going Green </li></ul><ul><li>April 28:  Five Mindsets of Super Successful People </li></ul><ul><li>May 26:  The Hype Around the Cloud </li></ul><ul><li>June 30:  Delegation With(out) Frustration </li></ul><ul><li>July 28:  Social Media for B2B </li></ul><ul><li>August 25:  Secrets of Successful Leaders </li></ul><ul><li>September 29: The NEW Small Business Website </li></ul><ul><li>October 27:  Three Reasons Why Your Business Should Use Video </li></ul><ul><li>December 8:  Gratitude at Work </li></ul>
    4. 4. Borrow a Brain <ul><li>Add More Brain Power ON your Business! </li></ul>&quot;A man is rich in proportion to the number of things he can afford to let alone.“ —Henry David Thoreau, naturalist
    5. 5. Take Time to Think <ul><li>Rework by Jason Fried & David Heinemeier Hansson </li></ul><ul><li>Founder of 37signals </li></ul>
    6. 6. Outsource to Get YOUR Time Back &quot;Outsourcing is no longer just for Fortune 500 companies. Small and mid-sized firms, as well as busy professionals, can outsource their work to increase their productivity and free time for more important commitments. It's time for the world to take advantage of this revolution.” — Vivek Kulkarni CEO Brickwork India and former IT Secretary, Bangalore Credited as the “techno-bureaucrat” who helped make Bangalore an IT destination in India &quot;The 4-Hour Workweek is a new way of solving a very old problem: just how can we work to live and prevent our lives from being all about work? A world of infinite options awaits those who would read this book and be inspired by it!&quot; — Michael E. Gerber Founder & Chairman of E-Myth Worldwide and the World's #1 Small Business Guru
    7. 7. Outsource Locally <ul><li>Create a team of local advisors </li></ul><ul><li>Join a mastermind group </li></ul><ul><li>Outsource job functions where possible </li></ul><ul><ul><li>HR </li></ul></ul><ul><ul><li>Payroll </li></ul></ul><ul><ul><li>Information Technology </li></ul></ul><ul><ul><li>Website </li></ul></ul><ul><li>Use software to keep track of it all </li></ul>
    8. 8. <ul><li>Georgia Jones </li></ul><ul><li>Founder, computer moms </li></ul><ul><li>Now CMIT Solutions, Inc </li></ul>
    9. 9. Background <ul><li>Started a Computer Training and Support Business at my kitchen table </li></ul><ul><li>Perfect part-time job </li></ul><ul><ul><li>There was demand </li></ul></ul><ul><li>Client posed a question. . </li></ul><ul><ul><li>How do I contact other computer moms? </li></ul></ul><ul><li>Led to National Franchise </li></ul>
    10. 10. Small Business Entrepreneurs <ul><li>Extremely Busy </li></ul><ul><li>Many Roles to Fill – Hats to Wear </li></ul><ul><ul><li>Need Many Different Skill Sets </li></ul></ul><ul><li>Limiting Factors </li></ul><ul><ul><li>Lack of Funds </li></ul></ul><ul><ul><li>Lack of Staff </li></ul></ul><ul><li>How can you Grow? </li></ul>
    11. 11. Get the Right Brains <ul><li>Build a Brain Trust </li></ul><ul><ul><li>Seek out Expertise </li></ul></ul><ul><ul><li>Seek Diversity </li></ul></ul><ul><li>Develop a Rock Solid Business Plan </li></ul><ul><ul><li>Resources to Help (SBA, SCORE) </li></ul></ul>
    12. 12. Formal Mentoring <ul><li>Small Business Incubator Programs </li></ul><ul><li>SCORE </li></ul><ul><li>Local Chamber of Commerce </li></ul><ul><li>Local Business Coaches </li></ul><ul><ul><li>Sandler Coaching </li></ul></ul><ul><ul><li>Action Coaching </li></ul></ul>
    13. 13. Reach out to Local University <ul><li>Continuing Education Programs </li></ul><ul><li>Resource for Interns </li></ul><ul><ul><li>Individual Internships </li></ul></ul><ul><ul><li>Class Projects; Intern Teams </li></ul></ul><ul><li>University Sponsored </li></ul><ul><ul><li>Small Business Development Centers </li></ul></ul><ul><ul><li>Small Business Counseling Services </li></ul></ul>
    14. 14. Borrow a Brain <ul><li>Outsource to an Expert </li></ul><ul><ul><li>Reduce the number of hats you wear </li></ul></ul><ul><li>Don’t EVER Give Up </li></ul><ul><ul><li>You can always find a way </li></ul></ul><ul><li>Be Willing to Delegate </li></ul><ul><ul><li>Step Aside and Let Others Perform </li></ul></ul><ul><li>Enjoy and Have Fun! </li></ul>
    15. 15. <ul><li>Jim Tillinghast </li></ul><ul><li>Founder, White Stone Advisors </li></ul><ul><li>Now Business Coach at </li></ul><ul><li>CMIT Solutions, Inc. </li></ul>
    16. 16. Do you know a business owner who is… Working long hours? Frustrated with results? Yet motivated to succeed?
    17. 17. A Mastermind Group can be another “brain” to help get back on track!
    18. 18. History <ul><li>Concept introduced in “Think and Grow Rich” by Napoleon Hill over 70 years ago </li></ul><ul><li>“ No two minds ever come together without a third, invisible, intangible source, which may be likened to a third mind.” </li></ul><ul><li>The combined power of intelligent people working together for the same purpose far outweighs the power of the same brains working alone </li></ul>
    19. 19. Goals of a Mastermind Group <ul><li>Provide fresh perspective on your business </li></ul><ul><li>Learn new strategies and ideas </li></ul><ul><li>Help you set goals and be accountable </li></ul><ul><li>Learn how other successful business owners run their business </li></ul><ul><li>Give you a powerful support group that is there for your mutual success </li></ul>
    20. 20. Structure of a Mastermind Group <ul><li>6 to 8 people </li></ul><ul><li>Commitment to participate </li></ul><ul><li>Goals </li></ul><ul><li>Facilitator </li></ul><ul><li>Accountability to the group </li></ul>
    21. 21. Mastermind Discussion Topics <ul><li>Leadership </li></ul><ul><ul><li>Goals </li></ul></ul><ul><ul><li>Team building </li></ul></ul><ul><li>Marketing </li></ul><ul><ul><li>Marketing strategy </li></ul></ul><ul><ul><li>Marketing plan </li></ul></ul><ul><li>Sales </li></ul><ul><ul><li>Sales process </li></ul></ul><ul><ul><li>Forecasting </li></ul></ul><ul><li>Customer Service </li></ul><ul><ul><li>Customer service process </li></ul></ul><ul><ul><li>Customer satisfaction </li></ul></ul><ul><li>Financial </li></ul><ul><ul><li>Understanding financial statements </li></ul></ul><ul><ul><li>Using KPI’s to run your business </li></ul></ul>
    22. 22. Forming a Mastermind Group <ul><li>Form a group yourself </li></ul><ul><ul><li>6 to 8 business peers </li></ul></ul><ul><ul><li>Common business goals </li></ul></ul><ul><ul><li>The Success Alliance – Karyn Greenstreet </li></ul></ul><ul><ul><ul><li>www.thesuccessalliance.com </li></ul></ul></ul><ul><li>Find a local business coach </li></ul><ul><ul><li>PBCA ( www.pbca.biz ) </li></ul></ul><ul><ul><li>ActionCoach ( www.actioncoach.com ) </li></ul></ul><ul><ul><li>The Business Coach (www.businesscoach.com) </li></ul></ul>
    23. 23. <ul><li>Rachel Clemens </li></ul><ul><li>Creative Suitcase </li></ul><ul><li>Owner </li></ul>http://www.creativesuitcase.com
    24. 24. Became an Entrepreneur for… <ul><li>Direct Access to Clients </li></ul><ul><li>Freedom </li></ul><ul><li>Quality of Life / Travel </li></ul><ul><li>Expanded Creativity </li></ul>
    25. 25. Outsource for Business Efficiency <ul><li>Keep headcount low by outsourcing non-critical job functions </li></ul><ul><ul><li>IT Support </li></ul></ul><ul><ul><li>Payroll </li></ul></ul><ul><ul><li>Specific Project Roles </li></ul></ul><ul><ul><ul><li>Copywriting </li></ul></ul></ul><ul><ul><ul><li>Web Development </li></ul></ul></ul><ul><ul><ul><li>Printing / Fulfillment </li></ul></ul></ul>
    26. 26. Tools Are Important <ul><li>Centralize Communication </li></ul><ul><ul><li>Eliminates version control issues </li></ul></ul><ul><ul><li>Provides employees, clients and outside contractors with status updates, files, messages, timelines, etc. </li></ul></ul><ul><li>Look More Professional </li></ul><ul><ul><li>Customize with your logo and branding </li></ul></ul>
    27. 27. Tools Used by Creative Suitcase <ul><li>Salesforce.com – customer relationship management (CRM) </li></ul><ul><li>Harvest – tracking time </li></ul><ul><li>37Signals (Basecamp) – project management and team collaboration </li></ul>
    28. 28. Thank You Download the guide to Borrowing a Brain: www.cmitsolutions.com/tools Join us Feb. 24 th for Selling for Small Business - Register: www.cmitsolutions.com/webinars
    29. 29. 2011 Webinar Schedule <ul><li>February 24:  Selling for Small Business Owners </li></ul><ul><li>March 31:  Going Green </li></ul><ul><li>April 28:  Five Mindsets of Super Successful People </li></ul><ul><li>May 26:  The Hype Around the Cloud </li></ul><ul><li>June 30:  Delegation With(out) Frustration </li></ul><ul><li>July 28:  Social Media for B2B </li></ul><ul><li>August 25:  Secrets of Successful Leaders </li></ul><ul><li>September 29: The NEW Small Business Website </li></ul><ul><li>October 27:  Three Reasons Why Your Business Should Use Video </li></ul><ul><li>December 8:  Gratitude at Work </li></ul>
    30. 30. <ul><li>Questions? </li></ul>For more information contact CMIT Solutions www.cmitsolutions.com For Webinar Downloads: www.cmitsolutions.com/tools

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