Business Blueprint

The Covenant Group
The Covenant GroupThe Covenant Group

Move from knowing to doing and solve the specific as well as unique challenges of your business in order to develop and implement an effective strategy that will help you meet your desired objectives.

The Advanced Business Development™ Program
             Taking Your Business to the Next Level


The Covenant Group’s Advanced Business Development™ Program helps business owners and
executives enhance their effectiveness. For many executives, building a high performance team
can be a serious challenge. We work with executives and teams to apply the dynamics and
mechanics to create a highly productive working environment. To do so, executives must focus
on three factors:

   1. Effectiveness – Doing the right things to support the implementation of your strategy.
      Leadership is central to effectiveness. The growth of your business depends on your
      capability to set a direction and coordinate the actions of others in implementing it.

   2. Efficiency – Doing things right in order to be the most productive with the minimum of
      waste or effort. As a manager, one has to hold staff accountable for working efficiently.
      Marketing, sales and service initiatives need to progress in parallel and the right systems
      and processes need to be in place to meet client expectations.

   3. Trust – Creating a positive work environment to support and build trust amongst your
      team. Done right, this trust will radiate out to your clientele. If your people feel respected
      – looked at and seen for who they are – they will give you all the capability they have.

This program helps to move from knowing to doing and will solve the specific and unique
challenges to growing advisory and professional services businesses. The intent is to establish a
growth plan that is sustainable and highly profitable. An important aspect of The Covenant
Group’s role is to hold you accountable for the activities and results we establish.

The Process:
The Advanced Business Development™ Program (ABDP) consists of:
      A 45-minute Opportunity Analyzer (OA) interview
      1-day intensive consulting session
      One 1-hour follow up coaching session
      Access to the Advanced Development Portal to implement your planning process
      An invitation to the Pinnacle Conference November 6-8, 2013 in Scottsdale, AZ


   Additional Offerings

    One-on-one Executive Coaching Sessions
The Advanced Business Development™ Program
             Taking Your Business to the Next Level


Overview:
Prior to the one-day consulting session complete the OA. It is important to understand your
current business strategy and the objectives for the future. This allows your Strategy Consultant
to personalize the agenda for the 1-day session.
During your 1-day session, you will work with a Strategy Consultant to review, modify and
refine your business plan to ensure it supports your business objectives. You will be challenged
to ensure your strategies are robust, appropriate and can be implemented in a realistic and timely
manner. We will assist you in mapping out your business, marketing, sales and service strategies
and plans at a level of granularity that allows for easy implementation.
Using The Covenant Group’s ROA Process™ you will document in detail your personal
Responsibilities, Objectives and Activities that support your business plan, thereby creating an
implementation roadmap for the upcoming year and beyond. You will learn to use this process
with your staff, ensuring their objectives and activities are aligned with your plan.
A Strategy Consultant will provide a follow-up coaching session after your 1-day consulting
session to support you in implementing your plans.

Payoff:

Completing the ABDP gives you an actionable plan that supports your business strategy. The
ABDP helps you transition from knowing to doing. As a result you:
      Make more money
      Develop the structure to create more client face time
      Have more quality time
      Create a sustainable business
You will have greater control over your business and a clear understanding of where to apply
your energies over the next year and beyond.

Testimonial:
“The Covenant Group team has been advising and coaching some of our top wealth management
teams across Canada and I have been very impressed with their delivery. I am glad that I
engaged with The Covenant Group as their approach has helped me think through and articulate
our firm’s most elemental tenets for success and communicate that vision to our partners and
employees. As a result, I have seen a significant improvement in performance, morale and a
renewed belief in who we are and what we are capable of achieving together."

                                       Andrew Marsh, Chief Executive Officer, Richardson GMP

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Business Blueprint

  • 1. The Advanced Business Development™ Program Taking Your Business to the Next Level The Covenant Group’s Advanced Business Development™ Program helps business owners and executives enhance their effectiveness. For many executives, building a high performance team can be a serious challenge. We work with executives and teams to apply the dynamics and mechanics to create a highly productive working environment. To do so, executives must focus on three factors: 1. Effectiveness – Doing the right things to support the implementation of your strategy. Leadership is central to effectiveness. The growth of your business depends on your capability to set a direction and coordinate the actions of others in implementing it. 2. Efficiency – Doing things right in order to be the most productive with the minimum of waste or effort. As a manager, one has to hold staff accountable for working efficiently. Marketing, sales and service initiatives need to progress in parallel and the right systems and processes need to be in place to meet client expectations. 3. Trust – Creating a positive work environment to support and build trust amongst your team. Done right, this trust will radiate out to your clientele. If your people feel respected – looked at and seen for who they are – they will give you all the capability they have. This program helps to move from knowing to doing and will solve the specific and unique challenges to growing advisory and professional services businesses. The intent is to establish a growth plan that is sustainable and highly profitable. An important aspect of The Covenant Group’s role is to hold you accountable for the activities and results we establish. The Process: The Advanced Business Development™ Program (ABDP) consists of:  A 45-minute Opportunity Analyzer (OA) interview  1-day intensive consulting session  One 1-hour follow up coaching session  Access to the Advanced Development Portal to implement your planning process  An invitation to the Pinnacle Conference November 6-8, 2013 in Scottsdale, AZ Additional Offerings  One-on-one Executive Coaching Sessions
  • 2. The Advanced Business Development™ Program Taking Your Business to the Next Level Overview: Prior to the one-day consulting session complete the OA. It is important to understand your current business strategy and the objectives for the future. This allows your Strategy Consultant to personalize the agenda for the 1-day session. During your 1-day session, you will work with a Strategy Consultant to review, modify and refine your business plan to ensure it supports your business objectives. You will be challenged to ensure your strategies are robust, appropriate and can be implemented in a realistic and timely manner. We will assist you in mapping out your business, marketing, sales and service strategies and plans at a level of granularity that allows for easy implementation. Using The Covenant Group’s ROA Process™ you will document in detail your personal Responsibilities, Objectives and Activities that support your business plan, thereby creating an implementation roadmap for the upcoming year and beyond. You will learn to use this process with your staff, ensuring their objectives and activities are aligned with your plan. A Strategy Consultant will provide a follow-up coaching session after your 1-day consulting session to support you in implementing your plans. Payoff: Completing the ABDP gives you an actionable plan that supports your business strategy. The ABDP helps you transition from knowing to doing. As a result you:  Make more money  Develop the structure to create more client face time  Have more quality time  Create a sustainable business You will have greater control over your business and a clear understanding of where to apply your energies over the next year and beyond. Testimonial: “The Covenant Group team has been advising and coaching some of our top wealth management teams across Canada and I have been very impressed with their delivery. I am glad that I engaged with The Covenant Group as their approach has helped me think through and articulate our firm’s most elemental tenets for success and communicate that vision to our partners and employees. As a result, I have seen a significant improvement in performance, morale and a renewed belief in who we are and what we are capable of achieving together." Andrew Marsh, Chief Executive Officer, Richardson GMP