What types of clients do you help?

When I designed the People Plan, I expected it to be most useful for small businesses with a single owner as the only manager and less than 30 people.

What has surprised me is that the process and solutions have been equally useful for clients such as a human services agency with 400 employees, a small private school, a high growth business services firm of over $50 million, a boutique law firm, and several family businesses with multiple members in the company.

The process and solutions that the People Plan creates for you and the coaching rhythm you learn to use works for any manager of a team. As the saying goes “They don’t teach you that in business school.”

That’s what my team and I do for our clients. And that’s what we want to show you how to do too.

What are some of the most common issues your clients have?

To quote a manager at a client “We have 100 people and 100 different personalities!” Everyone on your team is a unique being and requires a personalized relationship and approach. That being said, most small business owners and managers are challenged with varying levels of attitude and performance issues, fear losing a great employee, avoid having crucial conversations or holding people accountable, and dread having to search for another team member. Each of these typical People Pains is addressed and solutions are found in our Toolkit.

How can someone get started with the People Plan?

If you like to “work at your own pace” and know you will devote the time and focus to implement the People Plan on your own, go ahead and purchase the Toolkit.

Most clients find that our Plus Coaching Plan provides an affordable option to work through some of the internal design work, but still receive targeted guidance to craft solutions to your specific People situations.

How much time do I need?

It doesn’t matter how busy you are– I’ve designed this program to work for swamped business owners. (As long as you devote 2 hours per week— just 5% of your week).

How long does it take?

We have worked with clients that designed and implemented the full People Plan in under 12 weeks, devoting a few hours each week. We provide you a sample project timeline and you can comfortably create your plan in about 19-26 weeks.

How do I fit all this extra work in?

No special sauce here—you will need to block off a morning or afternoon each week. the good news is that much of the time is spent communicating and building the relationship with your team, which pays “dividends” in the future. As you approach the end of the Plan, you will also start delegating more work to your team, freeing up your time to spend on business building activities (the best investment you can make for your business.) what could you do with another 4 hours a week?

If I purchase the Toolkit- what next?

Our website provides your own portal to access instructions, templates, documents and videos.

The kickoff module includes a suggested project timeline and welcome memo and video for your staff.

We suggest you sit down with key staff members to review the project, outline key action steps and agree to a timeline.

Then devote a few hours each week to create your Plan items.

What do I say to my staff?

The Toolkit and process is designed to involve your staff and managers in the process, and we encourage you to invite them to participate.

Our first module includes a introductory memo that you can use to present the Plan process (via email or at a team meeting) and welcome video that you can share with staff.

Several modules ask for employees to provide information to their managers. These modules include instructional videos for your team members to show them what their role will be and how that can provide valuable information.

What happens if I get stuck?

If you purchase the Toolkit and decide you would like additional support and guidance, we offer a six meeting package enhancement. Typically these meetings are designed to review and guide you on the 6 modules of the People Plan Toolkit, but you are also welcome to use them for specific People issues that you would like to solve.