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Making Decisions in Tough Times
Presenter: Jan Triplett, Ph.D. COO, BSC




             All Rights Reserved • © 2009 Business Success Center
Results of Key Decisions




                           2
Results of Key Decisions
 Affect all areas




                           2
Results of Key Decisions
 Affect all areas
  Administration - staffing




                              2
Results of Key Decisions
 Affect all areas
  Administration - staffing
   Sales - how & who




                              2
Results of Key Decisions
 Affect all areas
  Administration - staffing
   Sales - how & who
   Operations - what sell




                              2
Results of Key Decisions
 Affect all areas
  Administration - staffing
   Sales - how & who
   Operations - what sell
   Financials - pricing




                              2
Results of Key Decisions
 Affect all areas
  Administration - staffing
   Sales - how & who
   Operations - what sell
   Financials - pricing
   Record Keeping - technology




                                 2
Results of Key Decisions
 Affect all areas
  Administration - staffing
   Sales - how & who
   Operations - what sell
   Financials - pricing
   Record Keeping - technology
 Now & in the future


                                 2
How to Create a Profile




                 © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients




                               © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients
★ You can do it by. . .




                               © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients
★ You can do it by. . .
  ★ Making assumptions




                               © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients
★ You can do it by. . .
  ★ Making assumptions
  ★ Testing - tracking & evaluating




                                      © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients
★ You can do it by. . .
  ★ Making assumptions
  ★ Testing - tracking & evaluating
  ★ Reviewing and refining profile




                                      © Business Success Center, 2009   3
How to Create a Profile
★ We do this with our business management clients
★ You can do it by. . .
  ★ Making assumptions
  ★ Testing - tracking & evaluating
  ★ Reviewing and refining profile
  ★ Using it to improve how you make decisions &
   encourage others to make decisions


                                      © Business Success Center, 2009   3
Decision Profiles Provide . . .




                     © Business Success Center, 2009 4
Decision Profiles Provide . . .
  Understanding of how decisions are made




                              © Business Success Center, 2009 4
Decision Profiles Provide . . .
  Understanding of how decisions are made

  Way to create & set up decision-making systems




                              © Business Success Center, 2009 4
Decision Profiles Provide . . .
  Understanding of how decisions are made

  Way to create & set up decision-making systems

  Help with implementation & follow through




                               © Business Success Center, 2009 4
Decision Profiles Provide . . .
  Understanding of how decisions are made

  Way to create & set up decision-making systems

  Help with implementation & follow through


            Nothing wrong with any profile you use.
         But it may change the customers & staff you
         select & how you things get done.



                                      © Business Success Center, 2009 4
Decision Profiles Tell. . .




                   © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View




                                 © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)

  ★ Problem Space




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)

  ★ Problem Space

★ How they organize their world & make decisions




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)

  ★ Problem Space

★ How they organize their world & make decisions
  ★ Planner Style (Forward, Back)




                                        © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)

  ★ Problem Space

★ How they organize their world & make decisions
  ★ Planner Style (Forward, Back)
  ★ Goal (Dissatisfied, Opportunity, Status Quo)


                                         © Business Success Center, 2009   5
Decision Profiles Tell. . .
★ How they view their world - the 40K View
  ★ Believer, Rebel, or Competitor & Risk Tolerance

★ How they view their role & aspirations
  ★ Big & Little Gridder & Game (Social, Big Business, Small
   Business, Gov/Non-Profit, University, Political)

  ★ Problem Space

★ How they organize their world & make decisions
  ★ Planner Style (Forward, Back)
  ★ Goal (Dissatisfied, Opportunity, Status Quo)
  ★ Decision Style
                                         © Business Success Center, 2009   5
And How They Act/Think




               © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style




                 © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style
  ★ Stimulator - intuitive, without structure, implement
   quickly




                                      © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style
  ★ Stimulator - intuitive, without structure, implement
   quickly
  ★ Processor - structured, systematic, integrators




                                      © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style
  ★ Stimulator - intuitive, without structure, implement
   quickly
  ★ Processor - structured, systematic, integrators

★ Thinking Style




                                      © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style
  ★ Stimulator - intuitive, without structure, implement
   quickly
  ★ Processor - structured, systematic, integrators

★ Thinking Style
  ★ Innovator - futurists, focus on opportunities




                                      © Business Success Center, 2009   6
And How They Act/Think
★ Acting Style
  ★ Stimulator - intuitive, without structure, implement
   quickly
  ★ Processor - structured, systematic, integrators

★ Thinking Style
  ★ Innovator - futurists, focus on opportunities

  ★ Analyzer - detail, dissect everything, slow to decide


                                      © Business Success Center, 2009   6
AND, How They Decide!




                        7
AND, How They Decide!
★ Changers
 ★ Experimenters - free-thinking, take bold action




                                                     7
AND, How They Decide!
★ Changers
  ★ Experimenters - free-thinking, take bold action
★ Perfecters
  ★ Try it before buy into it, free-thinkers but cautious




                                                       7
AND, How They Decide!
★ Changers
  ★ Experimenters - free-thinking, take bold action
★ Perfecters
  ★ Try it before buy into it, free-thinkers but cautious
★ Performers
  ★ Doers, “go to people” - combine Stimulator &
   Processor




                                                       7
AND, How They Decide!
★ Changers
  ★ Experimenters - free-thinking, take bold action
★ Perfecters
  ★ Try it before buy into it, free-thinkers but cautious
★ Performers
  ★ Doers, “go to people” - combine Stimulator &
   Processor
★ Conservators
  ★ Improve what’s there through careful increments


                                                       7
Next Steps...




                © Business Success Center, 2009   8
Next Steps...
★ Complete your own personal profile.




                               © Business Success Center, 2009   8
Next Steps...
★ Complete your own personal profile.
★ Complete your profile of other influencers. Review
 to see if you are on course.




                                © Business Success Center, 2009   8
Next Steps...
★ Complete your own personal profile.
★ Complete your profile of other influencers. Review
 to see if you are on course.
★ Make changes. But, change is the most difficult
 part of decision-making. So, think through your
 unique implementation issues (Problem Space)
 before taking any action.



                                © Business Success Center, 2009   8
Next Steps...
★ Complete your own personal profile.
★ Complete your profile of other influencers. Review
 to see if you are on course.
★ Make changes. But, change is the most difficult
 part of decision-making. So, think through your
 unique implementation issues (Problem Space)
 before taking any action.
★ Then use the profile to help you make & act on
 decisions.
                                © Business Success Center, 2009   8
Recommended Reading
★The Art of Making Decisions by Wirasinghe
★Buying Facilitation & Dirty Little Secrets by Morgen
★Decision Making Styles by LeKander
★The Magic of Change by Britton & Cummins
★Neanderthals at Work by Bernstein & Rozen
★Networker’s Guide to Success by Triplett
     ★ Give me your card to get slides
     ★ Contact me at triplett@bscusa.com if questions
     ★ Set a meeting for input & recommendations
                                    © Business Success Center, 2009   9
Making Decisions in Tough Times




                Here’s to your success!
                   Jan Triplett, Ph.D.
                 triplett@bscusa.com
                 Twitter: @JanTriplett
                    ownersmba.com
                Blog: ownersview.com



                          © Business Success Center, 2009 10
Our Support = Your Success




                   © Business Success Center, 2009 11
Our Support = Your Success
• Business Management Services
 – Financials
   • Virtual CFO, Financials & Pricing Reorganization
 – Marketing
   • Virtual Marketing/Sales Mgr, Marketing Reorganization
 – Virtual Incubator & Accelerator - VIA Program to
  fix, stabilize & grow your business
 – Owners MBA Course
   • ownersmba.com (January 2010 - 18 hours)




                                           © Business Success Center, 2009 11
BSC Credentials




                  © Business Success Center, 2009 12
BSC Credentials
• Clients from A-Z (Accounting firms to zoos)
• Built sustainable to Million $+ businesses
• NCRC Certified Technical Advisor
• Top Austin 20 Management Consulting Firm
• 5-Star National Award, SBA
• Financial Services Champion, SBA
• Certified Green Business, City of Austin

                                  © Business Success Center, 2009 12

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Making Decisions in Tough Times

  • 1. Making Decisions in Tough Times Presenter: Jan Triplett, Ph.D. COO, BSC All Rights Reserved • © 2009 Business Success Center
  • 2. Results of Key Decisions 2
  • 3. Results of Key Decisions Affect all areas 2
  • 4. Results of Key Decisions Affect all areas Administration - staffing 2
  • 5. Results of Key Decisions Affect all areas Administration - staffing Sales - how & who 2
  • 6. Results of Key Decisions Affect all areas Administration - staffing Sales - how & who Operations - what sell 2
  • 7. Results of Key Decisions Affect all areas Administration - staffing Sales - how & who Operations - what sell Financials - pricing 2
  • 8. Results of Key Decisions Affect all areas Administration - staffing Sales - how & who Operations - what sell Financials - pricing Record Keeping - technology 2
  • 9. Results of Key Decisions Affect all areas Administration - staffing Sales - how & who Operations - what sell Financials - pricing Record Keeping - technology Now & in the future 2
  • 10. How to Create a Profile © Business Success Center, 2009 3
  • 11. How to Create a Profile ★ We do this with our business management clients © Business Success Center, 2009 3
  • 12. How to Create a Profile ★ We do this with our business management clients ★ You can do it by. . . © Business Success Center, 2009 3
  • 13. How to Create a Profile ★ We do this with our business management clients ★ You can do it by. . . ★ Making assumptions © Business Success Center, 2009 3
  • 14. How to Create a Profile ★ We do this with our business management clients ★ You can do it by. . . ★ Making assumptions ★ Testing - tracking & evaluating © Business Success Center, 2009 3
  • 15. How to Create a Profile ★ We do this with our business management clients ★ You can do it by. . . ★ Making assumptions ★ Testing - tracking & evaluating ★ Reviewing and refining profile © Business Success Center, 2009 3
  • 16. How to Create a Profile ★ We do this with our business management clients ★ You can do it by. . . ★ Making assumptions ★ Testing - tracking & evaluating ★ Reviewing and refining profile ★ Using it to improve how you make decisions & encourage others to make decisions © Business Success Center, 2009 3
  • 17. Decision Profiles Provide . . . © Business Success Center, 2009 4
  • 18. Decision Profiles Provide . . . Understanding of how decisions are made © Business Success Center, 2009 4
  • 19. Decision Profiles Provide . . . Understanding of how decisions are made Way to create & set up decision-making systems © Business Success Center, 2009 4
  • 20. Decision Profiles Provide . . . Understanding of how decisions are made Way to create & set up decision-making systems Help with implementation & follow through © Business Success Center, 2009 4
  • 21. Decision Profiles Provide . . . Understanding of how decisions are made Way to create & set up decision-making systems Help with implementation & follow through Nothing wrong with any profile you use. But it may change the customers & staff you select & how you things get done. © Business Success Center, 2009 4
  • 22. Decision Profiles Tell. . . © Business Success Center, 2009 5
  • 23. Decision Profiles Tell. . . ★ How they view their world - the 40K View © Business Success Center, 2009 5
  • 24. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance © Business Success Center, 2009 5
  • 25. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations © Business Success Center, 2009 5
  • 26. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) © Business Success Center, 2009 5
  • 27. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) ★ Problem Space © Business Success Center, 2009 5
  • 28. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) ★ Problem Space ★ How they organize their world & make decisions © Business Success Center, 2009 5
  • 29. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) ★ Problem Space ★ How they organize their world & make decisions ★ Planner Style (Forward, Back) © Business Success Center, 2009 5
  • 30. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) ★ Problem Space ★ How they organize their world & make decisions ★ Planner Style (Forward, Back) ★ Goal (Dissatisfied, Opportunity, Status Quo) © Business Success Center, 2009 5
  • 31. Decision Profiles Tell. . . ★ How they view their world - the 40K View ★ Believer, Rebel, or Competitor & Risk Tolerance ★ How they view their role & aspirations ★ Big & Little Gridder & Game (Social, Big Business, Small Business, Gov/Non-Profit, University, Political) ★ Problem Space ★ How they organize their world & make decisions ★ Planner Style (Forward, Back) ★ Goal (Dissatisfied, Opportunity, Status Quo) ★ Decision Style © Business Success Center, 2009 5
  • 32. And How They Act/Think © Business Success Center, 2009 6
  • 33. And How They Act/Think ★ Acting Style © Business Success Center, 2009 6
  • 34. And How They Act/Think ★ Acting Style ★ Stimulator - intuitive, without structure, implement quickly © Business Success Center, 2009 6
  • 35. And How They Act/Think ★ Acting Style ★ Stimulator - intuitive, without structure, implement quickly ★ Processor - structured, systematic, integrators © Business Success Center, 2009 6
  • 36. And How They Act/Think ★ Acting Style ★ Stimulator - intuitive, without structure, implement quickly ★ Processor - structured, systematic, integrators ★ Thinking Style © Business Success Center, 2009 6
  • 37. And How They Act/Think ★ Acting Style ★ Stimulator - intuitive, without structure, implement quickly ★ Processor - structured, systematic, integrators ★ Thinking Style ★ Innovator - futurists, focus on opportunities © Business Success Center, 2009 6
  • 38. And How They Act/Think ★ Acting Style ★ Stimulator - intuitive, without structure, implement quickly ★ Processor - structured, systematic, integrators ★ Thinking Style ★ Innovator - futurists, focus on opportunities ★ Analyzer - detail, dissect everything, slow to decide © Business Success Center, 2009 6
  • 39. AND, How They Decide! 7
  • 40. AND, How They Decide! ★ Changers ★ Experimenters - free-thinking, take bold action 7
  • 41. AND, How They Decide! ★ Changers ★ Experimenters - free-thinking, take bold action ★ Perfecters ★ Try it before buy into it, free-thinkers but cautious 7
  • 42. AND, How They Decide! ★ Changers ★ Experimenters - free-thinking, take bold action ★ Perfecters ★ Try it before buy into it, free-thinkers but cautious ★ Performers ★ Doers, “go to people” - combine Stimulator & Processor 7
  • 43. AND, How They Decide! ★ Changers ★ Experimenters - free-thinking, take bold action ★ Perfecters ★ Try it before buy into it, free-thinkers but cautious ★ Performers ★ Doers, “go to people” - combine Stimulator & Processor ★ Conservators ★ Improve what’s there through careful increments 7
  • 44. Next Steps... © Business Success Center, 2009 8
  • 45. Next Steps... ★ Complete your own personal profile. © Business Success Center, 2009 8
  • 46. Next Steps... ★ Complete your own personal profile. ★ Complete your profile of other influencers. Review to see if you are on course. © Business Success Center, 2009 8
  • 47. Next Steps... ★ Complete your own personal profile. ★ Complete your profile of other influencers. Review to see if you are on course. ★ Make changes. But, change is the most difficult part of decision-making. So, think through your unique implementation issues (Problem Space) before taking any action. © Business Success Center, 2009 8
  • 48. Next Steps... ★ Complete your own personal profile. ★ Complete your profile of other influencers. Review to see if you are on course. ★ Make changes. But, change is the most difficult part of decision-making. So, think through your unique implementation issues (Problem Space) before taking any action. ★ Then use the profile to help you make & act on decisions. © Business Success Center, 2009 8
  • 49. Recommended Reading ★The Art of Making Decisions by Wirasinghe ★Buying Facilitation & Dirty Little Secrets by Morgen ★Decision Making Styles by LeKander ★The Magic of Change by Britton & Cummins ★Neanderthals at Work by Bernstein & Rozen ★Networker’s Guide to Success by Triplett ★ Give me your card to get slides ★ Contact me at triplett@bscusa.com if questions ★ Set a meeting for input & recommendations © Business Success Center, 2009 9
  • 50. Making Decisions in Tough Times Here’s to your success! Jan Triplett, Ph.D. triplett@bscusa.com Twitter: @JanTriplett ownersmba.com Blog: ownersview.com © Business Success Center, 2009 10
  • 51. Our Support = Your Success © Business Success Center, 2009 11
  • 52. Our Support = Your Success • Business Management Services – Financials • Virtual CFO, Financials & Pricing Reorganization – Marketing • Virtual Marketing/Sales Mgr, Marketing Reorganization – Virtual Incubator & Accelerator - VIA Program to fix, stabilize & grow your business – Owners MBA Course • ownersmba.com (January 2010 - 18 hours) © Business Success Center, 2009 11
  • 53. BSC Credentials © Business Success Center, 2009 12
  • 54. BSC Credentials • Clients from A-Z (Accounting firms to zoos) • Built sustainable to Million $+ businesses • NCRC Certified Technical Advisor • Top Austin 20 Management Consulting Firm • 5-Star National Award, SBA • Financial Services Champion, SBA • Certified Green Business, City of Austin © Business Success Center, 2009 12