Our Process

SUCCESS ELEMENTS utilizes a proven 8 step process to enable its clients to move through the implementation of their decision to transform their companies for the better. Whether all of the process or parts of the process are used is determined by the status and/or need of the business. Regardless, leaving decisions to chance is not an option that we recommend. Our Process while not revolutionary, does allow owners to travel a road of discovery en route to more relevant, informed decisions. Making a more informed, balanced decision leads to measurable value and ensures the long term success of the business. And that’s what we all want.

assessment

Once an owner/founder has confirmed or refined the Vision for the company and has framed the targeted goal, the transition process can begin. This clarity of vision is a watershed moment which brings together the owner’s recognition of the need …

assessment

Understanding the baseline or current status of the company prior to moving forward is critical. Without this information money, time and human resources can be misapplied and wasted. To ensure this does not happen SUCCESS ELEMENTS introduces a Business Diagnostic

strategic_options

Now having established the current status of the company through the Business Diagnostic and SWOT analysis, the areas of need and opportunity have necessarily presented themselves. Establishing the viability of strategic options either to remedy or enhance the areas of …

option_value_and_priority

With a clear understanding of the current status of the company (internal) and the marketplace (external) SUCCESS ELEMENTS works with its clients to determine the value and priority of the strategic options available. We then provide assessment tools and techniques …

resource_requirements

With strategic options selected and ranked, 3 resource components (Time, Team & Money) are reviewed for the number #1 ranked project. SUCCESS ELEMENTS working with company owner and management assess the timelines and project elements that need to be completed …

systemization_opportunities

Whether a company is stabilizing or moving to the next level, there is not a better time to take stock of existing systems and processes. Where budgets permit and scale warrants it, engaging an independent Business Analyst to review …

tactics_actions

Once the above is complete Tactics supporting the Strategies are detailed with specific Action Steps to be completed by the Project Team. SUCCESS ELEMENTS provides project templates for owners and management to work with so that the process is seamless. …

implementation_management

As the saying goes – “…if you can’t measure it, you can’t manage it.”  SUCCESS ELEMENTS works with the owner and management to establish Key Milestones and measurement tools to use during the term of the project to …