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Professional Development TrainingProfessional Development Training – –Enhancing the Delivery of Enhancing the Delivery of ServicesServices

Marcela E. StanislausfacilitatorBlackmon Roberts Group, Inc.

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Who Are We and What Do We Who Are We and What Do We Do?Do? Management Analysts/Consultants

– Assist client in framing the issue/s that need to be resolved– Collect– Observe– Review and analyze data and information– Make recommendations– Assist client in implementing ideas

Recommendations– Solve problems– Offer strategies

Ex Officio member of Management Team

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Experience, Education and Experience, Education and SkillsSkills Problem solving Researching Analytical, quantitative and qualitative thinking Understanding of business Interpersonal and communication skills Listening skills Excellent writing skills Networking Ability to work in a fast paced environment Project Management Life’s lessons and experiences

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Tools That We Use(Internal and Tools That We Use(Internal and External)External) Needs Assessment (DBEs/CBOs) (Contractors and or Consultants;

Community Based Organizations)– Accounting and Record keeping– Financial Assistance / Grant Proposals– Scheduling and Planning / Tracking Deliverables– Job Cost Control / Programmatic/Administrative Budgeting– Construction / Program Development– Business Management / Administrative– Marketing– Computer Training– Business Law / Federal Regs / Governance– Legal

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Tools That We Use (Internal)Tools That We Use (Internal) (Pre)Business Assessment (Contractors and or

Consultants)– Company History– Personnel– Business Law– Business Qualifications– Communications– Equipment– Business Management– Financial/Fiscal Analysis– Capacity Level ??

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Tools That We Use (Internal Tools That We Use (Internal and External)and External)

Checklists– Prequalification– Business loan qualification– Business loan request– Bonding– Business Plan

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Tools That We Use (Internal and Tools That We Use (Internal and External)External)

How To Access / View– FDOT Site– State of Florida Site– DBE Directory– Advertisements– Proposal Holders– Proposal Holders District

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What Are We Looking For?What Are We Looking For?

Management issuesFiscal issuesPlanning issuesOrganizational issuesCapacity issuesHuman resource issuesTechnical skills issuesNon stated business issues

Staff

Mgmt

Clients

Cash

Flow

Goals

Finance

Credit

AcctgMktg

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Management IssuesManagement Issues

Lack of vision / directionLack of quality controlLack of supervisionPoor communicationLack of needed and required skill setsLack of team atmosphereLack of technological competenceNo accountability

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Fiscal IssuesFiscal Issues No accounting system in place

– Manual or automated Unfamiliar with cost accounting requirements Slow payment history 30-45+ days for collection No cash flow budget or operational budget No financial statements / financial monitoring No equity / high debt No banking relationship beyond an account No collection procedures in place Co mingling of business and personal expenses

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Planning IssuesPlanning Issues

Untimely purchases / obligationsNo staffing plan in placeNo organized method of going after

businessNo sales forecastsNo calendar of events / due dates, etc.No vision of the futureNon proactive management team

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Organizational IssuesOrganizational Issues

Lack of team atmospherePoor infrastructure

– No policies and procedures– No fiscal oversight

No implementation planNo strategic developmentPoor working environmentNo accountability

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Capacity IssuesCapacity Issues

Lack of bonding Bad credit – business and personal Lack of financing

– Owners equity

– Debt capital Lack of labor talent No understanding of cost accounting methods Lack of compliance requirements

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Human Resource IssuesHuman Resource Issues

Lack of job descriptions / specifications Timesheets not properly documented for certified

payroll Personnel policies non-existent No equitable evaluation system in place Lack of labor talent No team atmosphere / no regular team meetings

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Technical Skills IssuesTechnical Skills Issues

Lack knowledge of current state of the industry

Staff mismatched in positions to complete tasks

No certifications/licenses in place for required work

Inadequate or outdated equipmentTechnological incompetence

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Non Stated Business IssuesNon Stated Business Issues

Family run business I.e. husband and wifeLack of communication internallyNo formal hierarchical system for decision

makingPoor span of control and supervision

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CommunicationsCommunications

Internal– Formal

Reporting using ACT! Database

Emails, memos and letters

– Informal Consultant to consultant Consultant to

management Management to

consultant

External– Formal

Monthly Reports– ACT! Database

Emails, memos and letters

One on one consultation Telephone calls Newsletter Conferences

– Informal – should not exist

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Formal Internal and External Formal Internal and External CommunicationsCommunications

Reporting using the ACT! Database (only in the case of Department of Transportation

One on one consultationEmails, memos and lettersTeleconferences

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Additional Methods for Additional Methods for Professional DevelopmentProfessional Development

Personal responsibility for continuing education

Other training sessionsInternetBooks, articles, and professional

publicationsAssociation membership

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Did We Hit The Mark?Did We Hit The Mark?

Identify additional areas for consulting that may fall outside of our comfort zone

Reinforce clear and concise means of telling the story

Communicating successes as well as failures

Comments - Feedback

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Working together for Support & Working together for Support & Solutions.Solutions.