Table of Contents
- Activating Engagement
- Configuring Settings
- Sending Module Agendas
- Step-by-Step Framework for Running Each Module
1. Activating Engagement
To start a Value Builder Engagement Program:
- Navigate to the Contact’s page.
- Select Value Builder Engagement Program.
- Click Activate Value Builder Engagement Program.
2. Configuring Settings
You can customize the engagement experience by selecting:
- Whether to display Estimated Value and Incremental Value on the dashboard.
- Module activation preferences:
- Automatically activate modules every month.
- Activate modules manually.
- Make all modules available immediately.
- Enable/Disable Business Owner Access to the Action Planner tool.
- Choose when to invite the client:
- Send email with credentials immediately.
- Resend credentials later using the designated button.
- Click Start Engagement Program (Settings can be changed anytime).
3. Starting an Engagement
- Meeting 1:
- Click Goals > Open Goals in VBE System.
- Guide the client through Vision Builder:
- Define Problem, Solution, and Success.
- Add customized questions for strategic insights.
- Assist in setting Annual Goals:
- Define up to 6 key goals for the year.
- Ensure goals are numerically measurable.
- Click Set Goals.
- Meeting 2 & Beyond:
- Begin working on Monthly Goals.
- Use Action Planner to outline strategies and roadmap for ongoing engagement.
- For guidance on using the Action Planner:
- Go to Events > Webinars > Past Webinars.
- Find Creating an Effective Strategic Plan using the Action Planner Tool (August 22, 2018).
- Action Planner Strategy Implementation:
- Navigate to Action Planner > Start Action Plan.
- Define Action Plan Name and create the plan.
- Review and strategize based on the Client’s Answer vs. Ideal Answer.
- Identify High-Impact Drivers (gold stars indicate major impact areas).
- Assign action items:
- Define task responsibility.
- Set due dates.
- Add additional details if necessary.
- Step-by-Step Framework for Running Each Module
Pre-Meeting Preparation (For the Business Owner)
- Before each session, participants should:
- Review Performance on Monthly Goals – Reflect on progress from the previous month.
- Log in to The Value Builder System™ – Watch the tutorial videos related to the current module.
- Complete Any Assigned Pre-Work – This may include:
- Taking a relevant assessment.
- Collecting business data (e.g., financials, product lists, marketing materials).
- Sending surveys (e.g., customer or employee satisfaction).
- Identifying key business challenges and opportunities.
Meeting Structure
- Each module follows a structured agenda to ensure a productive session.
A. Review & Check-In (10 Minutes)
- Discuss progress on last meetings action items.
- Assess performance against established goals.
- Address any questions or roadblocks.
B. Module-Specific Discussion (15-20 Minutes)
- Review key insights from the module's tutorial.
- Conduct exercises or assessments related to the module’s theme.
- Identify strategic actions that align with the business's overall objectives.
C. Goal Setting & Action Planning (10-15 Minutes)
- Define clear action items to drive progress.
- Set measurable goals aligned with long-term business objectives.
- Assign tasks and responsibilities for follow-up.
Post-Meeting Execution
- After the session, business owners should:
- Implement Action Items – Work on agreed-upon steps before the next meeting.
- Track Progress – Monitor results and performance against monthly goals.
- Prepare for the Next Session – Review any pre-work requirements and complete assigned exercises.
Additional Considerations
- Consistency is Key – Each module builds upon the last, so staying engaged and completing tasks on time is essential.
- Accountability – Regular check-ins ensure progress and momentum toward achieving business growth.
- Customization – While the framework is standardized, adapt discussions and action plans to fit the business’s unique needs.