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The Fulcra BMP
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The Fulcra Business Management Program (FBMP) is a 2-part process
that makes
your company
measurably more manageable.
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Part 1:
Fulcra Consulting helps you create a written Business Management Plan -- an integrated set of specific goals, supported by tracking systems.
Part 2:
As you implement your plan, Fulcra supports you with 9 monthly follow-up meetings.
- For smaller, owner-operated companies the FBMP can be a vehicle of transformation, from seat-of-the-pants management to systematic, well-organized business.
- For larger companies, with more management personnel, the FBMP creates shared goals, defines accountabilities, and fosters clear communication, transforming hard-working groups into high-performance teams
The Fulcra Business Management Program is offered in four 3-month modules.
- Each module is an independent contract.
- Investment in the entire 12-month Program is recommended, but not required.
Pre-requisites:
- A bookkeeping/accounting system that generates reliable monthly financial statements
- A willingness/ability to compile monthly data in a timely manner
- A desire for open, candid, and regular communication
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Module 1 (months 1-3):
Creating your Fulcra Business Management Plan
- Analyze available past data, to ground the FBMP in historical reality
- Create your Business Management Plan, in both hard copy and electronic files
- Set sales goals (contracts signed), by category
- Define your target projects and clients
- Set target-lead goals
- Set selling-time goals
- Create monthly contracts reports
- Create monthly lead-tracking reports
- Create a time-record system for sales staff and administrative employees
- Create monthly time-tracking reports
- Set productivity goals
- Create monthly productivity reports
- Set a budget
- Set pricing policies and gross margin goals
- Create monthly budget tracking reports
- Create cash-flow reports
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Modules 2–4 (months 4-12):
Implementing your FBMP
- Monthly business meetings, facilitated by Fulcra Consulting, with owner and key staff
- Review and analyze monthly data from the FBMP reports
- Discuss and decide upon course corrections indicated by the monthly data
- Revise your FBMP as needed
- Share successes, challenges, opportunities and insights
- Maintain open and clear communication among key personnel
Not included as part of the FBMP:
- Written sales process, presentation materials, contract documents
- Written job descriptions
- Specific bookkeeping or accounting advice/tasks
- Estimating systems or processes
- Production management systems or processes
- Technical (computer or software) training, troubleshooting or support
- Legal advice
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