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Streamline your processes and reclaim your time
Jon Mailer's presentation focuses on streamlining business processes for construction and trade business owners. Protrade United aims to help improve productivity, scalability, and profitability by implementing systematic approaches and training. The document emphasizes the importance of addressing inefficiencies and developing clear procedures across various operational aspects.
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Streamline your processes and reclaim your time
- 1. Streamline Your Processes andReclaim your Time Presenter: Jon Mailer, CEO of PROTRADE United
- 2. Welcome… • Hi…I’m JonMailer • Relax! • Be open – take notes, ask how? • Be present • Participate – share, play the game!
- 3. Who is PROTRADEUnited… Australia’s #1 advisory business, supporting construction & trade business owners nationally… To help business owners to: • Stabilise & Streamline – creating CONSISTENCY with income, profit & cash to give them freedom of CHOICE • Scale – growing # projects, vans, teams, (with profit!) • Step Out – off the tools, choose a role, sell/manage buy out
- 4. Some of ourclients…
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- 6. Does it geteasier? Don’t wish it was easier. Wish you were better. Jim Rohn…
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- 8. Work hard…on what? Finances Hiring/People Communication Team/ProjectManagement Leadership Systems
- 9. Evidence of NO/fewprocesses… 1. The phone rings all day – for the wrong reasons 2. Stuck on the tools – feel like you have to do it all if you want it done right 3. Nights are spent drowned in paperwork/quoting 4. Feast/famine of work 5. Working hard with little/no progress 6. Feel stuck and trapped! 7. Pressure/stress affecting life in general
- 10. Consequence of NO/fewprocesses… 1. The ‘I.P.’ is in the heads of a few key people 2. Growth is then limited 3. Flexibility/freedom is minimal 4. No/low value in the business 5. Client relationships are with only a few key people 6. Major frustrations…is it worth it?
- 11. So where tolook?
- 12. When a ‘breakdown’occurs… 1. Has a system, procedure, checklist been written? 2. Has the above been fully communicated and the appropriate training and practice been implemented?
- 13. What is yourcurrent approach?
- 14. The clear benefits… 1.Improve productivity and efficiency 2. More free time 3. Scalability 4. Increased business value 5. Increase income and profits 6. Control!
- 15. What is asystem…
- 16. What is asystem? 1. What needs to be done? 2. Why it needs to be done? 3. When it needs to be done? 4. How it needs to be done? 5. Who needs to do it?
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- 18. Why – Mr.Consistency…!
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- 20. 1. Begin withthe end in mind…
- 21. Gio – InspiredConstructions
- 22. 2. Team Structure CEO/Owner Marketing Online/Digital Business Development Sales/Customer Acquistion Estimator/Quoting Production Operations Team Manager/Foreman Tradesman Technician Tradesman Technician Admin/HR/IT Office Manager WH&S IT Finance Bookkeeper Accounts Receivable & Payable Payroll Accountant
- 23. 3. List theTask for each area • CEO/Owner • Marketing (getting the leads) • Sales/ Customer Acquisition (Estimating) • Production/Delivery • HR/team • Finances
- 24. 4. Create WPI’s(KPI’s) 1. Quantity 2. Quality 3. Behavioural
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- 26. 6. Develop theProcedure Sales/Quoting 1. Initial enquiry/qualification 2. Meet the customer 3. Scope the job details 4. Design a detailed quote/plan/estimate 5. Arrange follow up meeting 6. Present the proposal and ask for the job 7. Follow up
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- 28. 6. Develop theProcedure Team/HR 1. Hiring 2. Induction & training 3. Performance management 4. Leaving
- 29. 6. Develop theProcedure Production/Job Management 1. Communication with client 2. Job scheduling 3. Organising trades 4. Site preparation 5. Ordering/delivery materials 6. Allocation of labour 7. Progress/check up 8. Completion
- 30. 6. Develop theProcedure Financials 1. Issuing Purchase orders 2. Pricing materials 3. Invoice on time 4. Debtor follow up 5. Allocation of cash - flow 6. Paying suppliers
- 31. 6. Develop theProcedure Management 1. Communication/meeting structures 2. Reporting 3. Reviewing financials 4. Working on systems 5. Innovation for future
- 32. 7. Implementation &Training
- 34. Jon – JonTucker Constructions
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- 36. 9. Inspect whatyou expect
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- 39. Michael – LivableLandscapes
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- 41. Core Processes • Leadgeneration • Winning the job • Delivering the job/doing the work • Invoicing • Hiring • Communication • Training • Reporting
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- 43. Magic Ingredient -CONSISTENT & (PERSISTANT)
- 44. Technology – Automate& Simplify
- 46. It’s interesting youknow… Most of business owners will… • Hear what we say, • Understand it intellectually, • Agree with all the principles, • Get excited about what’s possible • KNOW that it is the thing they should do, yet…
- 47. DO NOTHING… What getsin the way… LIFE!
- 48. Complimentary Review/Strategy Session Whereare you NOW? WHERE you want to move towards Reserve you session at www.protradeunited.com.au/hia
- 49. Understand… Complimentary Review/Strategy Session Reserveyou session at www.protradeunited.com.au/hia
- 50.