SAMPLE PROJECT - RESULTS GUARANTEED

PRE-VISIT QUESTIONNAIRE RE: DIGITAL AND TRADITIONAL INFRASTRUCTURE SUCH AS DMS, CRM, SERVICE SOFTWARE, CUSTOMER-FACING PROCESSES, MANAGEMENT STRUCTURE AND KEY PERSONNEL, GENERAL FINANCIALS, PERCEIVED STRENGTH/WEAKNESSES, AREAS OF OPPORTUNITY, OTHER
INITIAL 2-3 DAYS IN-STORE
"INTERVIEW" GM, DEPARTMENT MANAGERS AND KEY INDIVIDUALS RE: CURRENT PROCESSES AND USAGE, ATTITUDE, ENTHUSIASM, VISION, QUANTITY/QUALITY OF COMMUNICATION, WEEKLY MANAGEMENT AGENDA, THOUGHTS ON LEADERSHIP/ACCOUNTABILITY, CAREER ASPIRATIONS, FINANCIAL ACUMEN, OTHER. NOTE.......TBD BY PRINCIPAL/EXECUTIVE
CRM ADHERENCE, INCLUDING DAILY COMMUNICATION AMONG SALES, SERVICE PERSONNEL RE: PRODUCTIVITY, PERFORMANCE VERSUS OBJECTIVE ETC.
OVERALL "FEEL" OF THE DEALERSHIP. AT TIMES AN OBVIOUS INDICATOR AFTER SPENDING TIME IN-STORE
PROCESS MAPPING AS REQUIRED

MEET WITH PRINCIPAL/EXECUTIVE TO DETERMINE TOP PRIORITIES WITH HIGHEST ROI AND SCOPE OF IMPLEMENTATION
FINALIZE OBJECTIVES FOR KEY PERFORMANCE METRICS. EXAMPLES; QUALITY CRM USAGE, MULTIPOINT INSPECTION % AND UP-SELL BY TECHNICIAN AND ADVISOR, SALES CONSULTANT OUTGOING ACTIVITY, LEASE RENEWAL AND iLEAD CLOSING %, PRE-OWNED TO NEW RATIO...MANY OTHERS TBD
FINALIZE "OWNERS" OF EACH PLANNED INITIATIVE

OBTAIN FINAL APPROVAL FROM PRINCIPAL, FOR OVERALL STRATEGY, SELECTED INITIATIVES, OWNERS, AND TIMELINES FOR COMPLETION
DETERMINE ROLL-OUT DETAILS AND TIMING

CREATE MASTER SPREADSHEET OUTLINING INITIATIVE, OWNER, STATUS, ISSUES, ESTIMATED COMPLETION DATE
COMMUNICATE WEEKLY (OR TBD) TO PRINCIPAL, EXECUTIVE, AND ALL STAKEHOLDERS/OWNERS
ESTABLISH DAILY COMMUNICATION FORUM WITH OWNERS/STAKEHOLDERS DURING IMPLEMENTATION

DETERMINE FOLLOW-UP SCHEDULE TO ENSURE ADHERENCE TO EXECUTED INITIATIVES
ADDRESS ANY ISSUES WITH RESPECTIVE OWNERS AND TEAMS
FINE TUNING OF INITIATIVES AS NEEDED. ANYTHING COMPLETED IS NOT TO BE CONSIDERED STATIC. CONTINUOUS IMPROVEMENT