Excellence Development Series
This series has been designed with the busy employee in mind, being both flexible to the individual’s needs and modular for optimal return on the participant’s time investment.
Skills and Insight Gained
- Permit the attendee to grow business revenues and profits
- Build net worth of the business entity
- Prepare the business for succession
- Build a Quality culture in the company
- Learn to optimize use of time
- Deal with issues of a shrinking workforce
- Develop leadership skills and related abilities
- Network with colleagues to share ideas and best practices
Structure of Series
The Excellence Development Series contains a general track titled "Operations" for use by anyone within an organization. Other specific have been designed for the areas of Sales, Service and Installation.
- Excellence - This phase focuses on developing the participant and organization’s skill in understanding the foundation
to organizational growth and communication by adopting a mindset of quality.
- Operations - Lays the groundwork for attendees to create a sound business foundation. The courses in this track are designed on developing the participant’s skills in leadership,
teambuilding and problems solving. Along with these skills, individuals will be financial and Internet planning principles that will sustain and encourage organizational growth.
- Sales & Marketing - This coursework includes subjects to assist and guide the employee in developing proper traits to be a productive sales professional.
Excellence
Excellence Commitment Orientation
Introduces the manager to the four major principles that act as drivers in establishing skill-sets related to internal and
external customer service excellence, operational excellence, and the process for implementing excellence within the
organization (2.5 days)
Leadership
This course offers exposure to the difference between a boss and a leader and the skills to become a coach to your
employees. (2 days)
Teambuilding/Problem Solving
This topic introduces the manager to traits and skills required effective teamwork, and employs the use of problem
solving. (2 days)
Sales & Marketing
Sales Management
Addresses the skills and tools that allow the senior manager to effectively oversee the sales function of the company. This
is not a sales training course, although it will offer extensive exposure to the sales process. (2 days)
Design/Build Target Marketing
This seminar will outline the traits and skill for employing effective marketing strategies to design/build
opportunities. (2 days)
Marketing Management
This program includes market analysis, market positioning and identifying advantages of maintaining and adhering to a
market plan. Advertising and promotions will be discussed. (2 days)
Residential Sales
Enable both new and experienced service sales professionals to develop or enhance the fundamental skills required to sell
residential HVAC services. Participants will also learn the art of service territory and account development. The graduate of
this seminar will have the tools and training to perform the residential service sales functions. (2 days)
Commercial Service Sales
This seminar will enable both new and experienced service sales professionals to develop or enhance the fundamental skills
required to sell commercial HVAC/R service contracts. Participants will also learn the art of service territory and account
development. The graduate from this seminar will have the tools and training to perform the complete commercial service contract,
sales functions. (5 days)
Advanced Commercial Service Sales
This course enables experienced commercial service sales professionals, managers and owners to develop or enhance
their skills in an effort to promote the concepts, products, and/or services of their organizations. (2 days)
Performance Contracting
In this course, participants will learn how to position performance contracting as a win-win solution for the customer,
eliminating competition and negotiating work via project scope and timelines. (2 days)
Operations
Dispatch Management
This seminar will define the role of dispatching in a customer service organization and suggest tools to implement for it
to be effective. (2 days)
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