Maryland Small Business Development Center

Accelerator Library

CEO Event Presentations

04-01-2020 Turning Disaster into YOUR Finest Hour AND 3 Steps CEO Must Make Money - DRIVE 5 Despite Crises ARTICLES
Source: / Last Updated: September 26, 2021

04-09-2020 Drive 5 During and After COVID-19 Excel Worksheet Template
Source: / Last Updated: September 26, 2021

05-01-2020 Look Beyond the Crises: Re-Open D.O.O.R.S to Make Money in New Economy – 6 Keys - ARTICLE
Source: / Last Updated: September 26, 2021

08-21-2020 "Accelerating Your Business" in COVID -19 Economy - Overview of the CEO Accelerator Program
Source: Montgomery Municipal Cable episode of / Last Updated: September 26, 2021

09-22-2020 Strategic Growth Planning - Take Control of the Business - RECORDING
Source: / Last Updated: September 26, 2021

09-22-2020 Strategic Growth Planning - Take Control of the Business PRESENTATIONS and Handouts
Source: / Last Updated: September 26, 2021

10-14-2020 Strategic Growth Planning - Take Control of the Business - Strategic Growth Partnership with Clark Construction AND ALL WORKSHEETS
Source: / Last Updated: September 26, 2021

10-21-2020 Obtain & Retain NEW Customers during/after COVID-19-Fresh Start Marketing - RECORDING
Source: Brand3 / Last Updated: September 26, 2021

10-21-2020 Obtain and Retain NEW Customers during after COVID-19 - Fresh Start Marketing PRESENTATION
Source: Brand3 / Last Updated: September 26, 2021

10-22-2020 Win MORE State & Federal Contracts Build Profitability and Sustainability (Part 1) - RECORDING
Source: / Last Updated: September 26, 2021

10-27-2020 "Move From At-Risk to Excellent - Be on the Road to Excellence in the New Economy" - PRESENTATION
Source: with BWI - Blind Spot Assessment by Sandler Training / Last Updated: September 26, 2021

10-27-2020 "Move From At-Risk to Excellent: Be on the Road to Excellence in the New Economy" - RECORDING
Source: with BWI - Blind Spot Assessment by Sandler Training / Last Updated: September 26, 2021

11-18-2020 - Business Model Canvas by LTC - Template in Word
Source: / Last Updated: September 26, 2021

11-18-2020 - Creating a “Business Model Canvas” to better understand your business in the New Economy- PRESENTATION
Source: / Last Updated: September 26, 2021

11-19-2020 Government Contract Law - What Federal & State Government Contractors Need to Know - Part 2 - RECORDING
Source: Part 2 of the Series / Last Updated: September 26, 2021

11-19-2020 Government Contract Law - What Federal & State Government Contractors Need to Know - PRESENTATION
Source: Part 2 of the Series / Last Updated: September 26, 2021

11-24-2020 BWI Contracting - Win MORE - PRESENTATION
Source: / Last Updated: September 26, 2021

11-24-2020 BWI Contracting - Win MORE - RECORDING
Source: / Last Updated: September 26, 2021

12-08-2020 - Manage Projects & Time for Maximum Results: Focus Time & Expertise to Create Incredible Results - PRESENTATION
Source: / Last Updated: September 26, 2021

12-08-2020 - Manage Projects & Time for Maximum Results: Focus Time & Expertise to Create Incredible Results - RECORDING
Source: / Last Updated: September 26, 2021

12-11-2020 Accelerate Winning Government Bids and Proposals - Part 3 of Series - RECORDING
Source: Part 3 of the Series / Last Updated: September 26, 2021

12-11-2020 Accelerate Winning Government Bids and Proposals - Series Part 3 - PRESENTATION
Source: Part 3 of the Series / Last Updated: September 26, 2021

12-16-2020 - Digital Marketing B2B, B2C, B2G - Using LinkedIn and Other Social Media to Find Todays Buyers - PRESENTATION
Source: / Last Updated: September 26, 2021

2021-01-12 - 2021 Profit Builder to Ultimately SELL IT - Avoid the Business Killers - PRESENTATION and Video Links
Source: / Last Updated: September 26, 2021

2021-01-16 - Financial Strategies for Profitability & Sustainability: "2% CEO Habits" - PRESENTATION
Source: / Last Updated: September 26, 2021

2021-01-16 - Financial Strategies for Profitability & Sustainability: "2% CEO Habits" - RECORDING
Source: / Last Updated: September 26, 2021

2021-01-21 - Contracting Win-Win: Be a Master Negotiator - Part 4 of Series - RECORDING
Source: / Last Updated: September 26, 2021

2021-01-21 Contracting Win-Win: Be a Master Negotiator (Series Part 4) - PRESENTATION with FREE Downloadable Resources
Source: / Last Updated: September 26, 2021

2021-02-04 - Manage Contracts for Maximum Results: Be Focused to Create Incredible Outcomes - Part 5 of Series - PRESENTATIONS
Source: Part 5 of the Series / Last Updated: September 26, 2021

2021-02-04 - Manage Contracts for Maximum Results: Be Focused to Create Incredible Outcomes - Part 5 of Series - RECORDING
Source: Part 5 of the Series / Last Updated: September 26, 2021

2021-03-23 - Best Practices In Communication: Build Customer Relationship: Three Ways to Deliver an Effective Sales Presentation by Sandler Training - MANUAL
Source: BWI & Part 6 of the Series / Last Updated: September 26, 2021

2021-03-23 - Best Practices In Communication: Build Customer Relationships, Inspire Your Team And Raise Capital & Bonding - Part 6 of Series - ALL PRESENTATIONS
Source: BWI & Part 6 of the Series / Last Updated: September 26, 2021

2021-03-23 - Best Practices In Communication: Build Customer Relationships, Inspire Your Team And Raise Capital & Bonding - Part 6 of Series - RECORDING
Source: BWI & Part 6 of the Series / Last Updated: September 26, 2021

2021-04-22 - Leverage Resources - 8 Steps to Make an Effective D.E.C.I.S.I.O.N.
Source: / Last Updated: September 26, 2021

2021-04-22 - Leverage Resources-Maximize Profits in a COVID-19 Economy - Win More Contracts - Part 7 of Series - PRESENTATION
Source: BWI & Part 7 of the Series / Last Updated: September 26, 2021

2021-04-22 - Leverage Resources-Maximize Profits in a COVID-19 Economy - Win More Contracts - Part 7 of Series - RECORDING
Source: BWI & Part 7 of the Series / Last Updated: September 26, 2021

2021-04-22 -Leverage Resources – Two Articles – Make Money – Drive 5 & Why Plans Fail - Align 5 to Work Less PLUS Two Sets of Strategic Ideas – Resources for Money Resources for Time
Source: / Last Updated: September 26, 2021

2021-05-27 - Profitable Contract Management – Financial and People Strategies–Part 8 - PRESENTATION
Source: Part 8 of the Series / Last Updated: September 26, 2021

2021-05-27 - Profitable Contract Management – Financial and People Strategies–Part 8 - RECORDING
Source: Part 8 of the Series / Last Updated: September 26, 2021

2021-06-15 - Leveraging Federal and State Contracting Certifications to Find, Prioritize and Convert MORE–Part 9 - PRESENTATIONS
Source: Part 9 of the Series / Last Updated: September 26, 2021

2021-06-15 - Leveraging Federal and State Contracting Certifications to Find, Prioritize and Convert MORE–Part 9 - RECORDING
Source: Part 9 of the Series / Last Updated: September 26, 2021

2021-07-22 Strategic Growth Planning-Take Control of the Business - PRESENTATION
Source: Part 1 of 8 with BWI's / Last Updated: September 26, 2021

2021-07-22 Strategic Growth Planning-Take Control of the Business - RECORDING
Source: Part 1 of 8 with BWI's / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 01-09 and 12 WORD
Source: 1. Think and Dream in Solitude: Statement of Desire, Business Destination, Job to be Done (Mission/Vision), Target Market for Next 12 Months, Drive 5 to Earn More , Assessments Earn More & Work Less, Top 5 Transformational Priorities (Your “Trim Tabs”) / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 05 EXCEL
Source: 1. Think and Dream in Solitude: Drive 5 to Earn More - Money Making Model to Increase Profits / Value 61% Year over Year / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 10 and 11 PDF
Source: 1. Think and Dream in Solitude: 457 Resources to Earn More & Work Less - / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 13 EXCEL
Source: 2. Strategic Plan of Goals & Priorities: Process Improvement Priority Matrix / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 13-15 and 17 PDF
Source: 2. Strategic Plan of Goals & Priorities: Process Improvement Priority Matrix, One-Page Growth Plan, 12 Month Action Steps, 12 Week Action Steps / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 14-18 EXCEL
Source: 2. Strategic Plan of Goals & Priorities: One-Page Growth Plan, 12 Month Action Steps, 12 Month Scorecard, 12 Week Action Steps, 12 Week Scorecard / Last Updated: September 26, 2021

2021-07-23 Strategic Plan - Worksheets 19 WORD
Source: 3. External Plan: Loan Summary – 2 Pages (Answers 95-98% of Underwriter's Questions) / Last Updated: September 26, 2021

2021-07-28 Successful Launch - Open DOORS to a Profitable Business - PRESENTATION
Source: Part 1 with PGCEDC's Innovation Station / Last Updated: September 26, 2021

2021-07-28 Successful Launch - Open DOORS to a Profitable Business - RECORDING
Source: Part 1 with PGCEDC's Innovation Station / Last Updated: September 26, 2021

2021-08-11 Obtain and Retain NEW Customers-B2B B2C B2G-Fresh Start Marketing and Sales to Stop Wasting Time and Money - RECORDING
Source: Part 2 with PGCEDC's Innovation Station / Last Updated: September 26, 2021

2021-08-19 Growth & Ultimate Exit Plan - Fast Track for Growth - Move From At-Risk to Excellent - RECORDING
Source: Part 2 of 8 with BWI's / Last Updated: September 26, 2021

2021-08-19 Growth & Ultimate Exit Plan: Fast Track for Growth - Move From At-Risk to Excellent - PRESENTATION
Source: Part 2 of 8 with BWI's / Last Updated: September 26, 2021

8(a) and HUBZone Certifications AND During/After COVID-19 Contracting Opportunities-RECORDING
Source: 5-13-2020 Webinar / Last Updated: September 26, 2021

Session 1 Materials - Key #1: Open Your Mind (Think To Win) & Key #2: Dream (More Time & Money - Part 1)

CEO Accelerator - SESSION 1 RECORDING Coaching to Survive then Thrive During/After COVID-19 - 04-17-2020
Source: / Last Updated: September 26, 2021

CEO Accelerator MANUAL SECTION 1 - Survive then Thrive COVID-19 - Spring 2020
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

CEO Accelerator - SESSION 1 PRESENTATION Coaching to Survive then Thrive During_After COVID-19 04-17-2020
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

Session 1 Tools

Article: Emyth Revisted (Summary)
Source: Summaries.com (thinkitplanitdoit.com) / Last Updated: September 26, 2021

The E-Myth Revisited - Summary
Source: / Last Updated: September 28, 2021

The Emyth Revisited - Entire Book
Source: / Last Updated: September 28, 2021

Session 2 Materials: Key #2: Dream (PART 2); Key #3: Opportunities; Key #4: Obstacles & Key #5: Resources (PART 1)

Business Valuation Report (Free)
Source: Evaluation of the 18 Areas, Providing an Executive Report Showing Your Company’s Current And Potential Value, Red Flag Threats, And Top Areas In Which To Close Your Value Gap - Link to Catapult Business Development LLC - LINK ON TOP RIGHT / Last Updated: September 26, 2021

CEO Accelerator - SESSION 2 RECORDING Coaching to Survive then Thrive DuringAfter COVID-19
Source: Spring 2020 / Last Updated: September 26, 2021

CEO Accelerator - Survive then Thrive COVID-19 - Growth Manual (ASSESSMENT) Sections WORKSHEETS 6-10 PLUS 457 RESOURCE STRATEGIES - Spring 2020.
Source: / Last Updated: September 26, 2021

Drive 5 During and After COVID-19 Excel Worksheet
Source: / Last Updated: September 28, 2021

Move From At-Risk to Excellent Be on the Road to Excellence in the New Economy - PRESENTATION
Source: 7-30-2020 Blind Spot Assessment by Neuberger and Company, Inc. Sandler Training / Last Updated: September 28, 2021

Personal Blind Spots Survey (14 Question)
Source: Neuberger and Company, Inc. Sandler Training / Last Updated: September 28, 2021

CEO Accelerator - Survive then Thrive COVID-19 - Growth Manual DREAM Sections WORKSHEETS 1-5 - Spring 2020.
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

CEO-Accelerator Survive then Thrive During/After COVID-19 Manual Worksheets 1-10 in Word
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

Think and Grow Rich - Summary Animated
Source: LearningRedefined (YouTube) / Last Updated: September 28, 2021

Session 2 Tools

Think And Grow Rich - Full Audio Book
Source: You Tube / Last Updated: September 28, 2021

Think & Grow Rich- Full Book PDF
Source: Napoleon Hill (Hogarth Black) / Last Updated: September 28, 2021

Session 3 Materials: Key #6: Steps (PART 1)

Discipline 1: Lag Measure (Goal) vs Discipline 2: Lead Measure (Priorities)
Source: Video: 4 Disciples of Execution by FranklinCovey / Last Updated: September 26, 2021

4 Disciplines of Execution - Book Video Summary
Source: FranklinCovey (You Tube) / Last Updated: September 26, 2021

Discipline 4: Accountability – Weekly Session: 20 Minutes
Source: Video: 4 Disciples of Execution by FranklinCovey - 3 Level Business - 1. Owner: 2 Per Week (1 Participant & 1 Leader) 2. Executive Team (1 Participant & 1 Leader) 3. Front Line Employees (1 Participant) / Last Updated: September 26, 2021

Session 3 Tools

CEO Accelerator - Survive then Thrive COVID-19 - Growth Manual Sections 3 -Steps with 4DX Book Part 1 - Spring 2020
Source: 4 Discipline of Execution - Book Part 1 / Last Updated: September 26, 2021

CEO Accelerator - Virtual Module 3_ RECORDING Coaching to Survive then Thrive During_After COVID-19 April 2020
Source: / Last Updated: September 26, 2021

CEO Accelerator - Virtual Session Module 3_ PRESENTATION Coaching to Survive then Thrive During_After COVID-19 April 2020
Source: / Last Updated: September 26, 2021

Session 4 Materials: Key #6: Steps (PART 2)

CEO Accelerator - WebEX 3 RE (Materials Session 4) RECORDING Coaching to Survive then Thrive During_After COVID May 2020
Source: / Last Updated: September 26, 2021

CEO Accelerator -Webex 3 Materal 4 PRESENTATION Coaching to Survive then Thrive During_After COVID-19 April 2020
Source: / Last Updated: September 26, 2021

SBDC Growth System Worksheets
Source: Steven Luscinski & Russell Teter (SBDC) / Last Updated: September 28, 2021

Session 4 Tools

Session 5 Materials: Key #5 Resources (PART 2)

Discipline 1: Lag Measure (Goal) vs Discipline 2: Lead Measure (Priorities)
Source: Video: 4 Disciples of Execution by FranklinCovey / Last Updated: September 26, 2021

4 Disciplines of Execution - Book Video Summary
Source: FranklinCovey (You Tube) / Last Updated: September 26, 2021

Discipline 4: Accountability – Weekly Session: 20 Minutes
Source: Video: 4 Disciples of Execution by FranklinCovey - 3 Level Business - 1. Owner: 2 Per Week (1 Participant & 1 Leader) 2. Executive Team (1 Participant & 1 Leader) 3. Front Line Employees (1 Participant) / Last Updated: September 26, 2021

Session 6 Materials: Key #6 Steps (PART 3)

2 Page Loan Summary in Word
Source: / Last Updated: September 26, 2021

How to Succeed in Changing Times Leadership & Management During/After a Pandemic - PARTICIPANT GUIDE with Presentation Notes and Markets View after Reopening Report 5-06-2020
Source: / Last Updated: September 28, 2021

Leverage Resources - Maximize Profits in a Minimized Economy
Source: Make Money – Drive 5 to Earn More, Why Plans Fail - Align 5 to Work Less, Resources for Money – #1-344, Resources for Time - #345-457 / Last Updated: September 28, 2021

Borrowing to Fund Business Growth
Source: Capital One Bank / Last Updated: September 26, 2021

Session 6 Tools

Leverage Resources to help Maximize Profits in a Minimized Economy - PRESENTATIONS and List of 457 Resource Strategies
Source: 5-21-2020 / Last Updated: September 28, 2021

Leverage Resources with Chief Investment Officer (Larry Adam) with Raymond James to help Maximize Profits in a Minimized Economy-RECORDING
Source: 5-21-2020 / Last Updated: September 28, 2021

Scorecard Sample from Leverage Game
Source: Brad Sugars / Last Updated: September 28, 2021

Leadership A1: Effectiveness Can And Must Be Learned

CEO Accelerator - Leadership Materials A and B - PRESENTATION - Webinar 4 - May 2020.
Source: / Last Updated: September 26, 2021

CEO Accelerator - Leadership Materials A and B - RECORDING May 2020
Source: / Last Updated: September 26, 2021

Manage Time for Maximum Results by Mark Sanborn- Participants Handout
Source: / Last Updated: September 28, 2021

Managing Ones Self
Source: Harvard Business Review ( vk.com) / Last Updated: September 28, 2021

Time Mastery - Entire Book
Source: John Clemens / Last Updated: September 28, 2021

Effective Executive - Entire Book
Source: Peter Drucker (Harper Business Essentials) / Last Updated: September 28, 2021

Leadership A2: C.A.S.H. Principle To Build Capacity - Build To Sell

Company’s Current And Potential Value
Source: Catapult BD / Last Updated: September 26, 2021

Cost of Capital 18 Valuation
Source: Catapult BD / Last Updated: September 26, 2021

Exiting Your Business THE TRANSACTION OF A LIFETIME
Source: Morgan Stanley / Last Updated: September 28, 2021

Guide To Selling Your Business - Entire Book
Source: Barbara Schenck (BizBuySell.com) / Last Updated: September 28, 2021

Exit Planning
Source: Alvin Francis (Bank of America Merrill Lynch) / Last Updated: September 28, 2021

Preparing for Sale - Timetable
Source: Bank of America-Merrill Lynch / Last Updated: September 28, 2021

Leadership B1: Focus On... Contributions

Process Improvement Priority Matrix in Excel - Break Business into 27 Systems
Source: Russell Teter (SBDC) / Last Updated: September 28, 2021

8 Steps to Making an Effective Decision Matrix
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

Process Improvement Worksheet
Source: Russell Teter (SBDC) / Last Updated: September 28, 2021

Leadership B2: Focus... Orchestration

Could you develop a winning team like this?
Source: www.secretover.com (YouTube) / Last Updated: September 26, 2021

Leadership B3: Focus On... Ways To Become Effective

Book: Never Give Up! Life Lessons from a Successful Entrepreneur
Source: Brian Cunningham / Last Updated: September 26, 2021

Cunningham- ENTREPRENEURIAL ADVOCATES INC - Presentation
Source: / Last Updated: September 26, 2021

Never Give Up by Brian Cunningham
Source: Brian Cunningham / Last Updated: September 28, 2021

Leadership C1: First Thing First... Marketing Processes To Generate Revenue

Census Business Builder
Source: Good source of customer and business information / Last Updated: September 26, 2021

CEO Accelerator Webinar 5 (Leadership Material C–Marketing) to Survive then Thrive During/After COVID-19 RECORDING
Source: Lead Generation by EmoryDay & MORE / Last Updated: September 26, 2021

CEO Accelerator Webinar 5 (Leadership Materials C AND Into D-F ) PRESENTATION May 2020
Source: / Last Updated: September 26, 2021

Discovery Primer for Brand Strategy - Move From Noise to Clarity
Source: Workbook Download from Brand3 / Last Updated: September 26, 2021

Fresh Start Marketing during after COVID-19 PRESENTATON with NPS Article & Guest Journey Map Sample 4-21-2020
Source: / Last Updated: September 28, 2021

Fresh Start Marketing During and After Covid-10 RECORDING 4-21-20
Source: / Last Updated: September 28, 2021

Lead Generation to Survive then Thrive During/After COVID-19: PRESENTATIONS
Source: 5-15-2020 by EmoryDay / Last Updated: September 28, 2021

Lead Generation to Survive then Thrive During/After COVID-19: RECORDING
Source: 5-15-2020 by EmoryDay / Last Updated: September 28, 2021

Marketing Process Strategy for Past Customers (Sample)
Source: 1 Page Example in Word / Last Updated: September 28, 2021

Moving from selling face to face to selling virtually by Sandler RECORDING 4-23-20
Source: / Last Updated: September 28, 2021

Moving from Selling Face to Face to Selling Virtually PRESENTATION with FREE Sandler Library and Tools Links 4-23-2020
Source: / Last Updated: September 28, 2021

DISC Profile for Relationship Selling
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

Word of Mouth Magic
Source: Martin Russell / Last Updated: September 28, 2021

Leadership C2: First Thing First... Marketing Processes To Generate Revenue (Government Contracting)

Capability Statements: How To Give Government Buyers What They Want - how to create your basic version, and what variations you’ll want to have
Source: Download Free Strategy Guide from Summit Insight, LLC / Last Updated: September 26, 2021

Capture Manager Playbook- By Shipley – Webinar RECORDING June 2019
Source: / Last Updated: September 26, 2021

Contracting Training: Upcoming FREE Events by the Alliance for Hispanic Commercial Contractors
Source: / Last Updated: September 26, 2021

Discover Report: Evaluate How You Measure - 7 of 18 Contracting Officers Focus
Source: By Catapult BD: The 7 - Product Differentiation, Human Resources, Company Understandable, Legal Best Practices, Financial Management Best Practices, Senior Management, Innovative Culture / Last Updated: September 26, 2021

Finding Federal Contracting Opportunities before after COVID-19 PRESENTATION with $340 BILLION Coronavirus Appropriations LIST 4-15-2020
Source: / Last Updated: September 28, 2021

Government Contract Law - What Federal and State Government Contractors Need to Know - PRESENTATIONS
Source: 7-28-2020 Presented by government contracting practice leaders at Offit Kurman Attorneys At Law: Ed Tolchin, Esq. on State of Maryland contracting & Ed DeLisle, Esq on Federal contracting WITH GOSBA and FEDINFORM / Last Updated: September 28, 2021

Government Contract Law - What Federal and State Government Contractors Need to Know - RECORDING
Source: 7-28-2020 Presented by government contracting practice leaders at Offit Kurman Attorneys At Law: Ed Tolchin, Esq. on State of Maryland contracting & Ed DeLisle, Esq on Federal contracting WITH GOSBA and FEDINFORM / Last Updated: September 28, 2021

Legal Issues in Federal Contracting
Source: Holland & Knight / Last Updated: September 28, 2021

Procurement Readiness: Increasing Proposal Success Rates
Source: Catapult BD / Last Updated: September 28, 2021

State Contracting During and Post COVID-19 - PRESENTATIONS 4-30-2020
Source: / Last Updated: September 28, 2021

State Contracting During and Post Covid-19 RECORDING 4-30-20
Source: / Last Updated: September 28, 2021

What Federal Government Contractors Need to Know COVID 19 - LIVE WEBINAR PRESENTATION 4-10-2020
Source: / Last Updated: September 28, 2021

Win More State & Federal Contracts by Building Profitability and Stability - PRESENTATIONS
Source: 5-20-2020 / Last Updated: September 28, 2021

Win More State & Federal Contracts by Building Profitability and Stability RECORDING
Source: 5-20-2020 / Last Updated: September 28, 2021

Bonding: SBA Surety Bond Guarantee Program AND Article on Increase Bonding Capacity
Source: Barbour Group / Last Updated: September 26, 2021

Selling to Government-Requirements, ID Opportunities, Capability Statement
Source: Maryland Procurement Technical Assistance Program (PTAP) / Last Updated: September 28, 2021

Proposal Development Process Flow Diagram Based on Shipley
Source: Tom Busch (Allagash Group) / Last Updated: September 28, 2021

Leadership D: First Thing First... Operational Processes To Service Customer Within Profit Margin

Building a StoryBrand - Summary Book by Donald Miller
Source: This is an animated summary of Building a Story Brand by Donald Miller. It provides an overview of the story brand formula and gives examples of how you can use storytelling to clarify your message so customers will listen. / Last Updated: September 26, 2021

CEO Accelerator: Leadership D–Operations - Guest Experience Journey Map to Survive AND Review E-F PRESENTATIONS May 2020
Source: / Last Updated: September 26, 2021

CEO Accelerator: Leadership D–Operations - Guest Experience Journey Map to Survive AND Review E-F RECORDING May 2020
Source: / Last Updated: September 26, 2021

Chick Fil A Customer Service Training by CS Directory Admin - 12 links
Source: 1. 4 Lessons in Employee Empowerment, Courtesy of Chick-fil-A …2. TEAM MEMBER POLICY HANDBOOK FOR CHICK-FIL-A...3. A lesson in customer service from Chick-fil-A...4. How Can I Use the Chick-fil-A “Secret” with My Team?...5. Jan2017 Team Member Handbook...6. What does the Chick-fil-A employee hiring and training …7. The Reason Why Chick-fil-A Employees Say / Last Updated: September 26, 2021

Create Guest Experience Journey Map to Survive - PRESENTATIONS
Source: 5-22-2020 by Brand3 / Last Updated: September 26, 2021

Create Guest Experience Journey Map to Survive - RECORDING
Source: 5-22-2020 by Brand3 / Last Updated: September 26, 2021

Re-Creating Customer Experience (Part 1), Developing Your Team (Part 3) & Following HR Laws (Part 2) in COVID-19 Economy - PRESENTATIONS
Source: 7-23-2020 Brand3 & Capital Services / Last Updated: September 28, 2021

Customer Journey Map Sample
Source: Jim Ford (Brand3) / Last Updated: September 29, 2021

Faster, Better, Cheaper Workbook
Source: John Herman / Last Updated: September 28, 2021

Leadership E1: First Thing First... Organizational Processes (Fiscal Management)

Borrowing to Fund Business Growth
Source: Capitalone Bank / Last Updated: September 26, 2021

Cash Flow Sample
Source: SCORE (First United Bank & Trust) / Last Updated: September 26, 2021

Financial Strategies to Survive and Thrive in the Pandemic PRESENTATION with Insurance and Macro-Economic Info 4-22-2020
Source: / Last Updated: September 28, 2021

Financial Strategies to Thrive - "2% CEO Habits of Profitability" PRESENTATION with Foresight CFO's PPP Update and Access to Capital" Slide Deck and "Re-invent Self in a Crisis" eBook
Source: 6-11-2020 / Last Updated: September 28, 2021

Project Funding Template
Source: Dave Esworthy (First United Bank & Trust) / Last Updated: September 28, 2021

Financial Statements & Transperency in Lending
Source: Theo Pahigiannis (Bank of America) / Last Updated: September 28, 2021

Funding a Business with Your Own Retirement Funds
Source: BeneTrends (SCORE.org) / Last Updated: September 28, 2021

Business Lending Basics
Source: Dave Esworthy (First United Bank & Trust) / Last Updated: September 26, 2021

Leadership E2: First Thing First... Organizational Processes (Human Resources)

Inspire to Empower: HR Laws & Strategies to Handle Social Distancing / Remote Employees PRESENTATION & ARTICLES 4-16-2020
Source: / Last Updated: September 28, 2021

Insured Defined Benefit Plan
Source: Bank of America-Merrill Lynch / Last Updated: September 28, 2021

Remote Employee - Managing and Leading - 7 Harvard Business Review Articles provided by Clemens Consulting
Source: Coronavirus Could Force Teams to Work Remotely; A Guide to Managing Your (Newly) Remote Workers; 15 Questions About Remote Work, Answered; 8 Ways to Manage Your Team While Social Distancing; Stop Neglecting Remote Workers; 5 Questions That (Newly) Virtual Leaders Should Ask Themselves; A Study of 1,100 Employees Found That Remote Workers Feel Shunned and Left Out / Last Updated: September 28, 2021

Working Remotely - Team Empowerment and Engagement to Survive then Thrive - PRESENTATION and Articles Resources Economy Reports 5-19-2020
Source: / Last Updated: September 28, 2021

Leadership E3: First Thing First... Organizational Processes (Legal/Risk Management)

Commercial Insurance Information
Source: Herberta Jones / Last Updated: September 26, 2021

Insurance Improvement
Source: Cheseapeake Employers Insurance / Last Updated: September 28, 2021

Leadership F: Effective Communication Skills

2021-03-23 - Best Practices In Communication: Build Customer Relationships, Inspire Your Team And Raise Capital & Bonding - Part 6 of Series - PRESENTATIONS
Source: BWI & Part 6 of the Series / Last Updated: September 26, 2021

Audio Book Video: How to Stop Worrying and Start Living by Dale Carnegie
Source: / Last Updated: September 26, 2021

Book Summary Video: How To Stop Worrying And Start Living by Dale Carnegie
Source: / Last Updated: September 26, 2021

Book Summary Video: How To Win Friends And Influence People by Dale Carnegie
Source: / Last Updated: September 26, 2021

Book Summary: The Quick And Easy Way To Effective Speaking By Dale Carnegie
Source: / Last Updated: September 26, 2021

Book: Never Split the Difference - Negotiating by Chris Voss
Source: / Last Updated: September 26, 2021

Building Relationship by Communicating to Their DISC Personality
Source: Russell Teter (SBDC) / Last Updated: September 26, 2021

Effective Communication
Source: The Great Course (dphu.com) / Last Updated: September 28, 2021

Dale Carnegie "Effective Presentations Skills" Workbook
Source: Dale Carnegie Training / Last Updated: September 26, 2021

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