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Ready, Set, Go!
   A Workshop for New Agencies
                    International Nanny Association
                          Annual Conference
                              May, 3, 2012
                          Las Vegas, Nevada

Presented by:

Sharon Graff Radell                                              Wendy Sachs
Nanny Agency Consultant                              Nanny Agency Consultant
TLC For Kids, Inc.                         The Philadelphia Nanny Network, Inc.
since 1985                                                          since 1985
www.tlcforkids.com                                     www.nannyagency.com
314-725-5660                                                      610-645-6550
                                                                                  1
Research and Market Analysis
              Research agencies in your area

• Compare elements such as services offered,
   procedures, screening, fee structures

• Do they specialize, what is their sales pitch?

• Do they belong to professional organizations?

• Begin to get an idea of how you can differentiate your
   agency



                                            INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                     2
Research and Market Analysis
                 Decide on Types of Services
• Will you provide your services local, regional or national?

• Will be available as a full service, or boutique or online
   service?

• Will you service full time, part time, temporary, summer
   care, on call care, afterschool care

• Which job descriptions will you fill, nannies, babysitters,
   housekeepers, day cleaners, tutors, newborn care
   specialists, cooks, household managers, etc?


 Sharon Graff Radell and Wendy Sachs         INA Annual Conference 2012   3
Develop Procedures and Policies
                                       Procedures

• What are the steps to each client who contracts with your
   service. Will it be different for permanent or temporary?

• What are the steps for each nanny who applies to your service

• When are the background checks performed

• When are fees collected

• What are the procedures for filling a temporary job order?




                                                    INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                             4
Develop Procedures and Policies
                                       Procedures


• After the placement, what is the follow up

• What is required by the nannies who are registered for
   with the service while they are interviewing

• How is a failed referral handled

• What are the functions of staff members




 Sharon Graff Radell and Wendy Sachs                INA Annual Conference 2012   5
Develop Procedures and Policies
                         Policies-Candidates

   • Qualifications

   • Interviewing, screening, and orientation procedures

   • Job rules and regulations, disciplinary action, theft

   • Compensation and taxes

   • Communicating with the office

   • Referrals



                                            INA Annual Conference 2012
Sharon Graff Radell and Wendy Sachs                                      6
Develop Procedures and Policies
                                  Policies-Clients

•     Membership fees and policy
•     Cancellations
•     Contract and Payment policies
•     Placement policies, replacement
•     Applicant disclosures
•     Theft of service
•     Discounts and refunds
•     Customer service



                                                     INA Annual Conference 2012
    Sharon Graff Radell and Wendy Sachs                                           7
Develop Procedures and Policies
                                     Policies-Staff


•     Office hours
•     Salaries, benefits, bonuses, vacation
•     Dress code
•     Phone/Email etiquette
•     Client/Nanny documentation
•     Process policy




                                                      INA Annual Conference 2012
    Sharon Graff Radell and Wendy Sachs                                            8
Pricing and Budget
                            Pricing the Service
• Compare pricing of competition and decide where to
   fall in the range or outside of the range

• Review budget to be certain your pricing model can
   carry the budget

• Project revenue and readjust budget items

• Consider cash flow and how to support the service
   during slimmer times



                                                  INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                           9
Pricing and Budget
                                          Line Items
Advertising Candidates                               Insurance
Advertising Clients                                  License
Advertising Staff                                    Office Supplies
Bank Card Fee                                        Payroll Gross
Bank Fee                                             Payroll Taxes
Background Checks                                    Professional Fees
Benefits: Medical Insurance, 401K                    Referral Fee
Candidate Training                                   Refunds
Conference                                           Rent
Copy and Print                                       Telephone/Internet
Dues/Memberships                                     Travel/ Food/Lodging
Employee Training                                    Utilities
Equipment/Software                                   Web Site Monthly


•    Set realistic revenue goals to cover budget
•    With an increase in budget, can business grow
•    Does the pricing model achieve budget goals




    Sharon Graff Radell and Wendy Sachs                           INA Annual Conference 2012   10
Marketing/Sales/PR
                     Marketing/PR/Networking

• New business/services announcements
• Press releases
• Market to existing clients as you accrue them
• Send out seasonal emails and newsletters
• Develop referral program
• Market to HR Departments, Day Care Centers, OB/GYN
  and Pediatrician offices
• Web links, SEO, google local
• Build relationships with chambers, business, religious,
  child care and women’s organizations

    Sharon Graff Radell and Wendy Sachs   INA Annual Conference 2012   11
Marketing/Sales/PR
                             Advertising/Sales

• Parenting sites, Google, community sites

• What is your message, what sells your service

• Comfort level, safety in screening

• Experience and expertise

• Empathy-understanding client needs

• Ability to save client time

• Discretion-respect of privacy

                                                 INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                          12
Marketing/Sales/PR
                                          Web Site
•     Promote your corporate identity
       o Warm, professional, safe
•     Keep it to the point
       o Easy to find
       o Easy to navigate
       o Easy to do business with you
•     Benefits
       o Markets your company 24/7
       o Allows business to occur when you are not in the office
       o Gives you control over the image you present

                                                     INA Annual Conference 2012
    Sharon Graff Radell and Wendy Sachs                                           13
Recruiting and Screening
                       Recruiting Candidates
• Determine live-in or live-out, where do your clients live? Use a
   “common to your area” commute radius from where your
   clients live

• Determine access for in person interviews, philosophy on
   phone interviews

• Sources for recruiting-, WOM, Internet, colleges and
   universities, referral programs

• Talk about what you do, put the name of your service out
   there.

                                                INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                         14
Recruiting and Screening
            Screening/Interviewing Candidates

•     Prescreen to qualify candidate, establish rapport
•     Legal work status
•     Does she have a valid driver’s license, smoke, availability
•     INA Basic Skills Assessment
•     Establish child care and work history
•     Explore timeline for gaps in work history
•     Education, special training
•     Ask situational questions
•     Explore red flags


                                               INA Annual Conference 2012
    Sharon Graff Radell and Wendy Sachs                                     15
Recruiting and Screening
             Reference Checking Candidates
• Get an accurate picture through another person’s filter,
  frame of reference and perspective
• Use a patterned questionnaire
• Explore sensitive issues
• Check for consistent information
• Criminal Check
• Driving Record Check
• Social Security Number verification
• Child Abuse Clearance
• US Justice Department Sex Offender Registry/Trustline


                                         INA Annual Conference 2012
 Sharon Graff Radell and Wendy Sachs                                  16
Insightful Business Practices
                   Household Staffing Industry
•     Adhere to INA Recommended Practices for an agency
•     View yourself as a professional, charge what you are worth
•     Don't let bad clients stress you out
•     Collect money before the nanny starts, rarely give refunds
•     You can't please 100% of the people 100% of the time!
•     Document and notate all conversations with client and candidate
•     Just because the client asks, don’t feel as if you need to say “yes”, learn to say, I am sorry
      I can’t help you”
•     Track your sources and production to formulate metrics by which to measure
•     Consistently evaluate your processes and systems seeking more efficient and streamlined
      ways
•     An agency’s job is to gather information and disclose that information, then note that
      you have done so
•     Pay attention to “red flags” when you review applicants and clients


                                                                       INA Annual Conference 2012
    Sharon Graff Radell and Wendy Sachs                                                                17

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Ready, Set, Go! How to start a nanny placement agency.

  • 1. Ready, Set, Go! A Workshop for New Agencies International Nanny Association Annual Conference May, 3, 2012 Las Vegas, Nevada Presented by: Sharon Graff Radell Wendy Sachs Nanny Agency Consultant Nanny Agency Consultant TLC For Kids, Inc. The Philadelphia Nanny Network, Inc. since 1985 since 1985 www.tlcforkids.com www.nannyagency.com 314-725-5660 610-645-6550 1
  • 2. Research and Market Analysis Research agencies in your area • Compare elements such as services offered, procedures, screening, fee structures • Do they specialize, what is their sales pitch? • Do they belong to professional organizations? • Begin to get an idea of how you can differentiate your agency INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 2
  • 3. Research and Market Analysis Decide on Types of Services • Will you provide your services local, regional or national? • Will be available as a full service, or boutique or online service? • Will you service full time, part time, temporary, summer care, on call care, afterschool care • Which job descriptions will you fill, nannies, babysitters, housekeepers, day cleaners, tutors, newborn care specialists, cooks, household managers, etc? Sharon Graff Radell and Wendy Sachs INA Annual Conference 2012 3
  • 4. Develop Procedures and Policies Procedures • What are the steps to each client who contracts with your service. Will it be different for permanent or temporary? • What are the steps for each nanny who applies to your service • When are the background checks performed • When are fees collected • What are the procedures for filling a temporary job order? INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 4
  • 5. Develop Procedures and Policies Procedures • After the placement, what is the follow up • What is required by the nannies who are registered for with the service while they are interviewing • How is a failed referral handled • What are the functions of staff members Sharon Graff Radell and Wendy Sachs INA Annual Conference 2012 5
  • 6. Develop Procedures and Policies Policies-Candidates • Qualifications • Interviewing, screening, and orientation procedures • Job rules and regulations, disciplinary action, theft • Compensation and taxes • Communicating with the office • Referrals INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 6
  • 7. Develop Procedures and Policies Policies-Clients • Membership fees and policy • Cancellations • Contract and Payment policies • Placement policies, replacement • Applicant disclosures • Theft of service • Discounts and refunds • Customer service INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 7
  • 8. Develop Procedures and Policies Policies-Staff • Office hours • Salaries, benefits, bonuses, vacation • Dress code • Phone/Email etiquette • Client/Nanny documentation • Process policy INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 8
  • 9. Pricing and Budget Pricing the Service • Compare pricing of competition and decide where to fall in the range or outside of the range • Review budget to be certain your pricing model can carry the budget • Project revenue and readjust budget items • Consider cash flow and how to support the service during slimmer times INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 9
  • 10. Pricing and Budget Line Items Advertising Candidates Insurance Advertising Clients License Advertising Staff Office Supplies Bank Card Fee Payroll Gross Bank Fee Payroll Taxes Background Checks Professional Fees Benefits: Medical Insurance, 401K Referral Fee Candidate Training Refunds Conference Rent Copy and Print Telephone/Internet Dues/Memberships Travel/ Food/Lodging Employee Training Utilities Equipment/Software Web Site Monthly • Set realistic revenue goals to cover budget • With an increase in budget, can business grow • Does the pricing model achieve budget goals Sharon Graff Radell and Wendy Sachs INA Annual Conference 2012 10
  • 11. Marketing/Sales/PR Marketing/PR/Networking • New business/services announcements • Press releases • Market to existing clients as you accrue them • Send out seasonal emails and newsletters • Develop referral program • Market to HR Departments, Day Care Centers, OB/GYN and Pediatrician offices • Web links, SEO, google local • Build relationships with chambers, business, religious, child care and women’s organizations Sharon Graff Radell and Wendy Sachs INA Annual Conference 2012 11
  • 12. Marketing/Sales/PR Advertising/Sales • Parenting sites, Google, community sites • What is your message, what sells your service • Comfort level, safety in screening • Experience and expertise • Empathy-understanding client needs • Ability to save client time • Discretion-respect of privacy INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 12
  • 13. Marketing/Sales/PR Web Site • Promote your corporate identity o Warm, professional, safe • Keep it to the point o Easy to find o Easy to navigate o Easy to do business with you • Benefits o Markets your company 24/7 o Allows business to occur when you are not in the office o Gives you control over the image you present INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 13
  • 14. Recruiting and Screening Recruiting Candidates • Determine live-in or live-out, where do your clients live? Use a “common to your area” commute radius from where your clients live • Determine access for in person interviews, philosophy on phone interviews • Sources for recruiting-, WOM, Internet, colleges and universities, referral programs • Talk about what you do, put the name of your service out there. INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 14
  • 15. Recruiting and Screening Screening/Interviewing Candidates • Prescreen to qualify candidate, establish rapport • Legal work status • Does she have a valid driver’s license, smoke, availability • INA Basic Skills Assessment • Establish child care and work history • Explore timeline for gaps in work history • Education, special training • Ask situational questions • Explore red flags INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 15
  • 16. Recruiting and Screening Reference Checking Candidates • Get an accurate picture through another person’s filter, frame of reference and perspective • Use a patterned questionnaire • Explore sensitive issues • Check for consistent information • Criminal Check • Driving Record Check • Social Security Number verification • Child Abuse Clearance • US Justice Department Sex Offender Registry/Trustline INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 16
  • 17. Insightful Business Practices Household Staffing Industry • Adhere to INA Recommended Practices for an agency • View yourself as a professional, charge what you are worth • Don't let bad clients stress you out • Collect money before the nanny starts, rarely give refunds • You can't please 100% of the people 100% of the time! • Document and notate all conversations with client and candidate • Just because the client asks, don’t feel as if you need to say “yes”, learn to say, I am sorry I can’t help you” • Track your sources and production to formulate metrics by which to measure • Consistently evaluate your processes and systems seeking more efficient and streamlined ways • An agency’s job is to gather information and disclose that information, then note that you have done so • Pay attention to “red flags” when you review applicants and clients INA Annual Conference 2012 Sharon Graff Radell and Wendy Sachs 17