If you’d really like to ramp up your business and kick it into high gear — join me in one of THREE cities in the South East and Midwest, for my upcoming Kick Butt Business Bootcamp!

Are you ready to:

  • …create the business model you’ve been striving for?
  • …stop working so hard and, instead, work smarter?
  • …charge what you’re worth, and reach the levels of income you’ve dreamed of?

In order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Learn more about my Kick Butt Business Bootcamps! Here are the details:

Thursday, September 14, 2017
Hosted by the NAPO-Charleston Chapter
9:30 am – 4:30 pm
The Family Circle Tennis Center
161 Seven Farms Dr, Daniel Island, SC
Details here

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Friday, October 13, 2017
Hosted by the NAPO-Chicago Chapter
9 am – 4 pm
Belvedere Events and Banquets
1170 West Devon, Elk Grove Villiage, IL
Details here

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Thursday, October 19, 2017
Hosted by the NAPO-Michigan Chapter
9 am – 4 pm
Red Olive Restaurant
1051 W Ann Arbor Road, Plymouth, MI
Details here

During the Kick Butt Business Bootcamp, you will learn how to:

  • Go through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

If you are not a business owner or entrepreneur, but know someone that may be interested in improving his or her business, please share this!

Can’t make it to the bootcamp? Contact me to discuss doing some private coaching together for your business!

If you’d really like to ramp up your business and kick it into high gear — join me in Denver, Colorado for my Kick Butt Business Bootcamp!

Are you ready to:businessbootcamp

  • …create the business model you’ve been striving for?
  • …stop working so hard and, instead, work smarter?
  • …charge what you’re worth, and reach the levels of income you’ve dreamed of?

In order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Learn more at my Kick Butt Business Bootcamps! Here are the details:

The event is hosted by the NAPO-CO Chapter
Tuesday, April 5, 2016
9:00 am – 4 pm
Inn at Cherry Creek
233 Clayton Street, Denver, CO

Early Bird Rate = $149 (until March 1, 2016)
Regular Event Price = $169 (until March 22, 2016)
“It’s Not Too Late” Rate = $189 (after March 22, 2016)

Space is limited, so register early.

Go to www.KickButtBusinessBootcamp.com for more details and to register.

During the Kick Butt Business Bootcamp, you will learn how to:grow_business

  • Go through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

If you are not a business owner or entrepreneur, but know someone that may be interested in improving his or her business, please share this!

Can’t make it to the bootcamp? Contact me to discuss doing some private coaching together for your business!

Ready to kick your business into high gear – and take it to the next level?

businessbootcampIn order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Well…. if you are in the Atlanta or Washington DC area, come to one of my Kick Butt Business Bootcamps! Here are the details for each:

  • The Atlanta event is hosted by the NAPO-Georgia Chapter 
    Saturday, May 30th
    9:00 am – 4 pm
    Decatur Recreation Center, Decatur, GA
    Early Bird Rate = $149 (until April 30, 2015)
    Regular Event Price = $169 (until May 15, 2015)
    “It’s Not Too Late” Rate = $189 (after May 15, 2015)
    Go to www.KickButtBusinessBootcamp.com for more details and to register
  • The Washington DC event is hosted by the NAPO-Washington, DC Chapter 
    Friday, June 5, 2015
    9:00 am – 4:00 pm
    Keller Williams Realty Offices, Alexandria, VA
    Early Bird Rate = $149 (until May 5, 2015)
    Regular Event Price = $169 (until May 22, 2015)
    “It’s Not Too Late” Rate = $189 (after May 22, 2015)
    Visit www.KickButtBusinessBootcamp/NAPO-WDC to read more and to register

During the Kick Butt Business Bootcamp, you will learn how to:

  • grow_businessGo through an in-depth business building assessment to get really clear on what’s going on in your business and where YOU need to be putting your attention.
  • Make some powerful mindset shifts that will have you think and act like a 6-figure business owner.
  • Leave knowing exactly what to do, with a clear plan to take YOUR business to the next level. Topics include: Define Success/Your Role in Your Business, Passion/Unique Areas of Brilliance, Marketing/Unique Selling Proposition, Ideal Client/Target Market, Multiple Streams of Income/Leverage, Outsourcing/Delegating, Accountability Checks/Tools, Business Systems/Operations Manual.
  • Whether you’re just starting out or have been in business for years, join us for some invaluable expertise for your business!

Can’t make either bootcamp? Contact me to discuss doing some private coaching together for your business!

Dynamic Public Speaking

LMGU2

Speak Up Summer Camp:
Crafting & Delivering Killer Presentations to
Boost Your Business or Career
June 1-July 20,2017

Want to become a great public speaker or hone your existing speaking skills? You can! Have you been asked to give a presentation and are scared to death, don’t know where to start, or are overwhelmed with how to pull it off? Fear no more! Want to really wow your audience/client and get spin off speaking gigs? Look no further! retro microphone and red curtainSpeak Up is a coaching and training program for aspiring speakers, as well as speakers with experience that want to “up their game” and knock it out of the park! Drawing upon my background as a performer, lawyer, professional speaker, and speaker coach, I will pull the speaker out of you so that you can ace your speaking engagements with confidence. I have successfully presented this speaking program live in many locations across the U.S., including New York, Seattle and New Orleans. Now I am offering it as a virtual program so that you can take advantage of it no matter where you live from the comfort of your own home or office. No travel expenses involved! It is ultra convenient. All you need is a phone and/or computer.

FullSizeRenderAnd it gets even better.

I had the pleasure of co-presenting this program live in 2013 in New Orleans with a colleague of mine. And it got rave reviews! So I’m inviting this colleague to be a guest faculty member for this LMG University program, and co-facilitate it along with me. And she’s not just anyone. My partner in crime is Monica Ricci, who is an accomplished speaker extraordinaire. In fact, Monica and I have shared the stage together a few times now with amazing results. We have been called The Dynamic Duo! (Click here to check out my blog post about how Monica and I came together to present this program live a few years ago in New Orleans!)

lisa-simplejoyliving“Speak Up was one of the best courses I’ve ever taken! Lisa and Monica shared a wealth of information based on their many years of speaking experience. In just 8 weeks, I felt like I had received years of training. The course content was incredibly rich and I continue to refer back to the handouts and notes as I increase my speaking services. Whether you have never taken the stage or you’ve been speaking for a while, you’re sure to learn something in this course!”

~Lisa Luken, Simple Joy Living

maryannI was recently asked by my peers, who made the most impact on me at the NAPO New Orleans 2013 conference. My answer was very easy… The bar was set for my first time NAPO conference at a Pre-Conference Presentation called, Speak Up! Deliver Killer Presentationswith Lisa Montanaro and Monica Ricci. They were amazing! I almost wish I would have seen them at the end, because nothing compared to them for me…sorry Keynote Speakers. These two ladies spoke upand delivered a KILLER PRESENTATION!

~ Maryann Peters, LG Fairmont Group, New York, NY

Join us for this amazing 8 week teleclass-based group program (with video components included) that will help you:
  • Conduct engaging, informative and interactive presentations for audiences large and small.
  • Learn how to prepare and deliver presentations of different types, lengths, and targeted to different audiences.
  • Improve your oral and nonverbal communication styles.
  • Inspire and motivate participants, exude confidence and enthusiasm, and establish credibility.
  • Overcome your fear of public speaking and use that fear to your advantage.Meeting-group
  • Increase speaking confidence.
  • Discover how to connect with the audience, use humor, and let your unique personality and style shine.
  • Learn how to effectively handle speaking snafus, such as interruptions, hecklers, and technical difficulties.
  • Get coaching and feedback from two professional speakers who make a significant portion of their income through speaking.
  • Learn how to use speaking as an income stream and a marketing funnel to build your business.

Whether conducting trainings, workshops, keynotes, or any other type of presentation, this program will help you become a more dynamic speaker!

miriamLisa and Monica really know how to speak, and how to teach others how to speak, and how to have fun doing it. I was already a speaker, but came away with some really practical and easy to implement ways to improve what I was already doing. It’s the little things that make all the difference and they covered them all. My next few gigs went smoothly and my confidence improved because I had a plan for structuring my talk, and what shoes to wear! Investing in learning from these two was one of the best business decisions I’ve made.

~ Miriam Ortiz y Pino CPO®

Two years ago I took Lisa Montanaro & Monica Ricci’s ‘Speak Up Summer Camp Virtual Class.’ I had a great time and learned so much about becoming a better public speaker. They helped me learn where to look for speaking opportunities, how to craft better talks, and feel more at ease giving them. I know you will enjoy this opportunity presented by these fantastic women.

~ Jennifer Lava, Professional Organizer, Austin, TX

Why a Speaking Program, and Why This One in Particular?

Business Man Giving A ConferenceMany entrepreneurs want to add speaking to their menu of services to boost their income and credibility. Through speaking, you can add an entirely new and profitable income stream to your business. If you are already speaking, you can increase your speaking fee as you gain more skills and confidence as a speaker. And of course, you can always speak to get more clients, as speaking is an amazing marketing tool. But many entrepreneurs are still not comfortable with speaking before a live audience due to lack of confidence and know-how! Most speaking programs out there focus mostly (some only) on speaking as a marketing tool. This program will include a marketing component, but will also deliver real nuts and bolts (skills and tools) with regard to the craft of speaking. A program only focusing on speaking as a marketing stream misses the boat. You have to be a dynamic speaker to knock it out of the park in the first place or no one will ever ask you to speak again, let alone pay you to do so! This program will also provide a supportive, fun, and professional environment to ask questions, get answers, share ideas. And for those that choose to do a video submission, it will also provide a much-needed opportunity to practice and get feedback.

What Makes This Speaking Program Different Than Others Out There?

Monica and LisaMonica and I offer a totally unique perspective on how to add pizazz to your speaking engagements! As a speaker, I tap into my performance background to bring in acting, improv, skits, role-playing, characters, accents, humor, and singing and dancing to my speaking engagements (yes, for real!).

Monica brings in her wit, charm, down to earth style and humor to wow her audiences (this girl is funny, let me tell you!). We want it to be your turn! We will teach you to use everything in your bag of tricks, but in a strategic and professional way that draws clients and audiences to you, not repels them. You will learn how to develop “stage presence” in your speaking engagements so you can shine.

deborahLisa and Monica’s Speak Up Program was brilliantly executed! They provided solid advice in an easy to understand format which will help you implement what you’ve learned very quickly. I’d recommend their program to anyone who wants to be a speaker or grow their existing speaking business. An added bonus is Lisa’s high energy and Monica’s sense of humor!

~ Deborah J. Cabral, CPO®, The DeClutter Coach


The Interactive Nature of This Program

Our style will be interactive to encourage participation. We will be posing questions of participants, expect participants to ask questions and participate in exercises. Participants will be given the opportunity, on a voluntary basis (we won’t force you if you don’t want to!), to submit a video of you presenting/speaking, which will then be viewed by the participants and us through private video links. Participants will receive constructive and positive feedback in a safe environment so that they can continue to practice and know what to focus on to improve. You will have the opportunity to watch/listen to other participants present, which will reinforce different presentation styles and uniqueness.

Here’s What You Will Get as Part of the Speak Up Summer Camp Program

  • phone_call8 weeks of group coaching calls with your co-facilitators, Lisa & Monica, and your fellow Speak Up group members covering powerful content to help you become a dynamic public speaker. These calls will be open line allowing for interaction and discussion. This is key to a group program — the opportunity to ask your questions live with other members. (Some of the best learning happens from listening to others’ questions andLisa & Monica’s answers!). The program has a group coaching element to it. Each session will have a designated topic to guide the discussion for that evening. Lisa & Monica will cover the content, and serve as co-facilitators and coaches to provide motivation and accountability. Come prepared to share ideas, ask questions and learn from each other, not just from Lisa & Monica!
  • Mp3 player with clipping pathMp3 recordings of all calls. Can’t make the live calls? No problem! All teleclasses will be recorded.
  • Course materials – Throughout the program, handouts will be provided to reinforce the topics. Handouts may include articles, outlines, templates, checklists, exercises and samples. Handouts will be provided in advance or immediately following class in electronic format.
  • facebook_pagePrivate Facebook group – Where you can network and mastermind with other members, gather feedback, ask questions, AND have access to Lisa & Monica during the entire program (yes, Lisa & Monica will be personally monitoring the page and interacting and engaging with members the entire 8 weeks). In between calls, you will work on your homework assignments and you’ll receive support from Lisa & Monica and other participants the entire way through.
  • LMG University Degree – Certificate of Course Completion.Certificate / Diploma template with red and gold border
  • Status as an LMG University Alumni which provides you with discounts on future LMG University courses, programs and retreats.

Special Bonus for the First 5 People to Register

(If you are one of the first 5 to register, watch your email for your special gifts.)

bonus

An audio interview of Lisa Montanaro titled “Breakthrough to Big: Speaking as a Breakthrough Moment for an Entrepreneur” from a telesummit she participated in as a guest expert hosted by Cathy Goodwin.


bonus

An ebook by Monica Ricci titled “Your Life Organized: It’s Not About The Stuff.”

hazelI took the inaugural Speak Up!” workshop at the NAPO 2013 Conference in New Orleans. The material was comprehensive and useful; and the presenters were entertaining and inspiring. If you have hesitated to speak publicly, hesitate no more — Lisa and Monica will tell you everything you need to know, put you at ease, and make you laugh while they’re at it!

~ Hazel Thornton, Organized For Life

Schedule & Description of Sessions

Dates:

June 1 to July 20.

Calls:

Calls will be open line style via teleclass line, and start at 7 pm Eastern, 6 pm Central, 5 pm Mountain and 4 pm Pacific. They will be 90 minutes in length and will always be recorded!

Sessions:

Week 1
  • The Art & Craft of Public Speaking
  • What is Public Speaking? Purpose & Aim
  • Elements of Public Speaking
  • Effective Orators
  • Overcoming the Fear of Public Speaking
Week 2
  • Crafting the Presentation
  • Content
  • Pre-Engagement Rituals
  • Setting Audience Expectations
  • Structure of Presentation
  • Creating Your Outline
Week 3
  • Delivery – Communication
  • Verbal Communication
  • Non-Verbal Communication
Week 4
  • Delivery – Connection
  • Tailoring Content & Delivery to the Audience
  • The Art of Engagement: Adding Humor and Authenticity
  • Choosing Your Signature Stories
  • Connecting Using Technology
Week 5
  • Expect the Unexpected
  • Handling Distractions
  • Improvising
  • Mastering Q&A
  • Uncooperative Audience Members
  • Technology Snafus
Week 6
  • Groups/target markets to speak for and how to reach them
  • Organizations to consider joining: Toastmasters & NSA
  • Speaking as Marketing Tool
    • Seeding your talks to get clients or to sell products
    • Non-monetary compensation: What to ask for if speak for free
  • Speaking as Income Stream: Pricing out your presentations/overcoming fee objections
Week 7
  • The Business of Being a Speaker
    • Speaker Marketing Materials –
      • You Tube channel, demo video, Speaker One Sheet, Speaker Kit, Speaking page on website
    • Open Q&A on marketing yourself as a speaker
Week 8
  • Putting It All Together
  • Increase Speaking Confidence
  • Constant Evaluation
  • Post-Speaking Rituals & Practices
  • Skill Check
  • Practice Makes Perfect
  • Video Submissions Review & Feedback

Now is the Perfect Time to Participate in a Program Like This

This program can be done from the comfort of your own home or office. That is the beauty of a virtual program. All you need is your telephone, and perhaps a computer/tablet/smart phone if you want to take it a step further. It is an ideal time to take a professional development program and learn something that will improve your skills, and add to your business’ bottom line. Come spring, you are ready to roll, booking those speaking gigs, reaping the benefits of the program. So get ready to have fun while learning how to be a dynamic speak.

Who Are Your Speak Up Co-Facilitators?

Lisa Montanaro

speaking-Lisa

You can read my formal Bio and some fun facts about me and my business here. My official titles are Productivity Consultant, Success Coach, Business Strategist, Speaker & Author. But what I’m sure you really want to know is what makes me qualified to facilitate a program about the art and craft of public speaking. I have a life long love affair and proficiency with the spoken word (just ask my teachers who scolded me for talking too much in class when I was a kid!) If there was a stage, soap box, or any other place to speak, I was on it. Indeed, I grew up on stage as a performer, served as an instructor and interpreter of the deaf (yes, I can “speak” sign language), and practiced law for 9 years in and out of courtrooms.

Once I became an entrepreneur in 2002, I originally started speaking to get more business as a coach and consultant, and then quickly turned it into one of my main income streams. I qualified to become a member of the National Speakers Association (NSA) in 2008, which requires 25 paid gigs a year. Since then, I have had the pleasure of delivering hundreds of live presentations for regional and national conferences, corporations, associations, and in numerous workplace settings, as well as be a guest on radio and cable TV, and deliver online teleclasses and webinars. I was the leader of the Speaking for Fees Special Interest Group of the National Association of Professional Organizers from 2011-2013. I am a member of the Association of Training & Development (ASTD), and a frequent presenter for that group.

I have served as a private speaking coach to many people over the years, including police officers, politicians, lawyers, entrepreneurs, organizers, rabbis — even a farmer! And lastly, I have presented this exact program live on many occasions to rave results, and started noticing how many people wanted to take it but couldn’t be in the exact place at the exact time. That sparked the idea to make this virtual and well, here we are.

Oh and did I mention that I like to talk? 🙂 Actually, here is the REAL reason why I speak. “It is a great thrill and honor to use the public speaking platform as a way to change peoples lives, impact their work, and to ultimately contribute to the transformation of society and this world. Exploring new places and engaging with new people is one of my favorite things to do. I find people and places fascinating and am a lifelong learner that tries to see the world as an amazing school that can constantly fill me up with knowledge and insight. Traveling around the U.S. and hopefully soon, the world, as one of my goals is to speak globally to share what Ive gleaned from my background as a performer, educator, mediator, lawyer, entrepreneur, coach, consultant and writer is an absolute joy and privilege. I love to connect with audiences that are hungry for something new something that just might positively shift their thinking, their business/career, and their lives.” ~ Lisa Montanaro

Raves for Lisa Montanaro

Amy RehkemperLisa delivered on her promise to provide high-level content backed up by real-life examples garnered from her years of experience as a business coach and successful entrepreneur running her own business. She not only gives you solid tips and tools, but answers tons of questions and does mini-coaching moments on the spot so that attendees can tailor the content to their own businesses and learn from hearing her answers to other attendees. She is approachable, funny, and whip-smart too! What a winning combination! Attendees said they got their money’s worth and more, and were excited to implement the best practices into their businesses. Want to ensure that your business building event is a success? Make sure it includes Lisa Montanaro!

~ Amy Rehkemper, NAPO Baltimore Chapter


T AngelaPloetz“Shes bright and shiny on a dreary day, she sings, she dances, shes a Professional Organizer, oh and did I mention shes an attorney too? Shes Lisa Montanaro, and she was one of our favorite teleclass guest experts last year. Lisa can answer all those pressing questions you have been afraid to ask or didnt know where to turn to for the answers. Lisa is multi-talented, but what I really like about her is her approachability.”

~Angela Ploetz, A Red Bench


yonkers“Your ‘Dynamic Presentations: Stand and Deliver’ workshop was very valuable. The practical experience of speaking in front of a group and getting instant feedback was great. I learned techniques that I will utilize immediately. Thank you.”

~ John Flynn, Deputy Fire Chief, City of Yonkers, NY Fire Department



Monica Ricci

Monica-RicciMonica Ricci founded Catalyst Organizing, LLC in 1998 and is a Certified Professional Organizer®, speaker, trainer, author, blogger, media spokesperson and productivity consultant. She presents workshops and keynotes on time management, getting organized and living a simple, powerful life. Monica has appeared in hundreds of national publications, on Fox & Friends and CNN and has been a spokesperson for several Fortune 500 companies.

A leader in her industry, she is a recipient of the National Association of Professional Organizers President’s Award as well as the Founders’ Award, her industry’s highest honor. Monica is committed to helping individuals change their lives by changing their environments, their habits, and their ability to manage time and priorities through her interactive speaking, workshops and training programs.

Her upbeat style and enthusiastic attitude engage audience members so they leave having both learned and laughed. Monica believes teaching people new skills, helping them clarify their priorities and inspiring them to act enables them to dramatically transform their lives and discover their purpose and passions. Monica is the author of Organize Your Office In No Time, a busy person’s guide to being more effective and productive at work.

She has written for and been quoted in hundreds of national publications including The New York Times, The Wall Street Journal, Business Week, Newsday, Investors Business Daily, Good Housekeeping, InStyle Magazine, Mens Edge and Advisor Today Magazine. She has served as a media spokesperson for Office Depot, Rubbermaid, JCPenney, Dymo, Chase, Beazer Homes and several other Fortune 500 companies and was named one of the nation’s “Organizing Elite” by Forbes Magazine.

As a speaker, she presents seminars and keynotes on time management, overcoming procrastination and living a simple, joyful, powerful life. Her speaking clients include Coca-Cola, EarthLink, Longhorn, Paramount Pictures, the U.S. Court of Appeals, GE Capital, Special Olympics Georgia, the U.S. Army, The National Head Start Association, Oklahoma State University and Kennesaw State University.

Raves for Monica Ricci

“Thanks for a great learning experience. I can definitely say that your ideas are already paying big dividends for me!”

~ Brad Feldser, Kennesaw State University


“Thank you so much for all of the great ideas, but especially for taking the time to understand us, our business and our issues. You’ve made a big difference to our bottom line.”

~ Tom Testa, President, Horizon Signs and Graphics


“I thought your presentation was the best I’ve been to on the problem of clutter and disorganization. I believe what set you apart was condensing it all into those five principles, which for me, had the impact of a fastball to the jaw.”

~ Georgia Dzurica, WORDz, A Writing Resource


“I really enjoyed your presentation, far more than I have other events. I found you to be very funny, precise and TIME CONSCIOUS! It must be a side benefit of being organized.”

~ Michael Baker, Greater Atlanta Business Coalition


What You Will Experience as Part of the Speak Up Summer Camp Program

Content:

The practical steps, and know-how delivered in an easy-to-understand, step-by-step style. This is where you get to tap into our experience as speakers, including our lessons learned along the way!

Coaching:

Coaching to ask the questions that peel back the layers, dig deep and get to the core of your speaking.

Mentoring:

Mentoring to advise you through any learning curves and inspire you to play a bigger game. We are open to sharing our own lessons learned and success principles, as we find that one of the best ways to learn is by listening to people talk candidly about their mistakes made and what they learned from them along the way.

Masterminding:

Masterminding so that we can brainstorm ideas together as a group and come up with solutions that are exciting and stretch you, but are also realistic.

Support & Accountability:

Support & Accountability from a group that believes in you and wants you to succeed as a speaker. Think of us as your kick-butt speaking coaches, fearless leaders who have forged the path before you, and cheerleaders all rolled into one. And the other members of Speak Up will be our trusty side-kicks offering their own support and accountability too!

If you want results and are ready to Speak Up, then join us!

Your Investment

Many people have been asking me to share this type of content and create a virtual program like this for years. And I am thrilled to finally be able to share it with you, and to co-facilitate it with my friend and colleague Monica Ricci. But we don’t want finances to keep you from becoming a dynamic public speaker! So we have kept this program affordable.

The program is only $797!

2638585PLUS, You Can Take Advantage of a Private Coaching Upgrade with Lisa

If you want one-on-one private coaching with Lisa any time during the program (or for 30 days after), you have the option of upgrading and adding on a 3-session bundle at the special rate of only $499 (which is $100 savings, as a single Strategy Session with Lisa is $200, so 3 sessions would regularly cost $600). Lisa only offers this upgrade in conjunction with an LMGU program – you will not be able to book this in any other way. This option is available for purchase only until the end of the Speak Up program, and all 3 sessions must be used within 30 days after it ends.

Even at FULL price, you’ll get this 12-hour intensive, info-packed, soup-to-nuts speaking class for only $67 per hour!

Wait! If you’re registering with a friend, please use the link in the Bring a Friend Special Offer section below! That is the only way to get the special discount as part of that program.

Speak Up Summer Camp Program

Full Pay Option

BEST VALUE: 1 payment of only $797.
signuphere

Easy Pay Option

OR 2 easy payments of $435 each if you prefer to spread the investment out over time
signuphere

Speak Up Summer Camp Program with Private Coaching Upgrade

Full Pay Option

1 payment of only $1296 (1 payment of only $797 plus the private coaching upgrade of only $499).
signuphere

Easy Pay Option

2 payments of only $684.50 (for program and private coaching upgrade combined)
signuphere

That’s an amazingly affordable price to spend 8 weeks learning how to be a dynamic speaker!

Bring-a-Friend Special Offer

Want to take Speak Up with a friend or colleague? You can! 

For the first time, we are offering a special which allows two friends to register for Speak Up together and get a great deal! You each get $200 off of registration. Yup, you read that right! That’s an overall savings of $400 between the two of you. (And don’t forget that if you register before May 15th, you get the extra savings of the Early Bird Rate!).

The catch? You must register at one time. Click on the link below and follow the instructions. You will need to purchase under one name, and then can add your friend’s name during registration. Then the two of you can split the registration any way you want. Simple. 

Why are we offering this option? Because we noticed that when friends take these types of programs together, they cheer each other on, hold each other accountable, practice together, and often even develop presentations together.

So grab a friend and come join us! At this special rate, you would be crazy not to!

signuphere

** PLEASE NOTE that the Bring-a-Friend Offer is not available retroactively after you have already registered. It must be selected at the time of purchase and the full Bring-a-Friend rate must be paid. Thank you for your understanding. 


LMGU Alumni

To thank you for your loyalty, you get a special rate for this program. Please contact  to get the special LMGU Alumni rate!

NAPO Members

NAPO is a professional association that Monica and Lisa belong to and cherish. If you are a NAPO member, please contact  to get the special NAPO Member coupon code!

If you have any questions, email .

Raves for LMG University

natasharickertWow! Where do I begin when it comes to sharing about the bottom line impact that the Successfully Self Employed Semester offered by LMG University has had on my business, goals and perspective?! Some of the value I received in participating in this 12 week program was knowing that Im going to save a ton of time and money implementing what I learned, versus stumbling around on my own trying to figure it out. During SSES, we thoroughly discussed the crucial topics needed to be a successful business owner. Due to Lisas exceptional expertise, as well as the camaraderie and team spirit of the participants, I accomplished several goals and tasks promptly and efficiently while learning how to increase my sales, legally protect, and automate my business. Belonging to a group of entrepreneurs who come with their unique backgrounds and experiences complimented by Lisas invaluable knowledge and business savvy, we were able to walk through personal and professional fears, and gain broader perspectives around what may be going on behind the scenes. We addressed some of the deeper issues holding us and our businesses back. What a gift to receive on-the-spot input, ideas and constructive feedback regarding my elevator speech, marketing materials, legal business status, and so much more. If youre looking for a program that will show you how to maximize results and profits over the long haul, I highly recommend Lisa Montanaros Successfully Self Employed Semester.

~ Natasha Rickert, www.EnergytoOrganize.com

PowerUp! Mastermind Program

LMGU2

PowerUp! Mastermind Program

A 6-Month Program from January 6 to June 16, 2015

LMG University is thrilled to announce its first Master’s Level program for expanding business owners/entrepreneurs looking kick their business into high gear. The “PowerUp! Business Mastermind Program with Lisa Montanaro” is a 6-month comprehensive, intensive, and virtual group business coaching, training, and accountability program designed specifically with you in mind…

So…Are you Ready to…

…kick your business into high gear?

…create the business model you’ve been striving for?

…stop working so hard and, instead, work smarter?

…charge what you’re worth, and reach the levels of income you’ve dreamed of?

If you answered YES, then you need to PowerUp!

Launching on January 6, 2015, The PowerUp! Mastermind Program is a 6-month program created for the expanding business owner/student who’s seeking to:

  • Become clear on your business purposePowerUp
  • Stay focused on your product(s) and service offerings, as well as learn how to take them to the next level
  • Solidify financial strategies/increase profits
  • Develop multiple streams of income
  • Determine what’s not working in your business & how to make a change
  • Make your business your TRUE passion
  • Connect with like-minded and similar level business owners to learn, share, collaborate and joint venture with on various levels
  • Get your burning questions answered
  • Work ON your business to get to do’s that really matter, finally done!
  • Be accountable so you take consistent, purposeful action and enjoy profitable results!

T Jacquie“I’ve attended many business building seminars, teleclasses and workshops, and Kick Butt Business Boot camp was definitely one of the best! Lisa helped me to define some of the critical areas of my business that needed to be addressed and I left the boot camp with the tools I needed to succeed. Lisa’s business boot camps should be a requirement for all small business owners, whether they are new in business or a veteran! Thanks, Lisa!”

Jacquie Ross, CLC, CYPFC , Certified Life & Family Coach and Professional Organizer, Maryland SBA Award Winner

 

What Will We Do?

This is an experience that was designed from start-to-finish to help you, not just craft and fine-tune what you’re doing in business, but also to craft and fine-tune YOU as a business owner.

You’ll integrate the mindsets, habits and step-by-step business systems of successful entrepreneurs. You will meet lots of amazing people (your fellow students) from in and outside of your industry who will be your sounding board, cheerleaders, and accountability partners as you work on up-leveling your business.

All business owners in the program benefit from hearing the ideas, principles and techniques covered by the curriculum, regardless of being in different industries. Taking a business mastermind program like this with other business owners/students makes for a rich discussion and experience, and can get your business-building creative juices flowing.

Who Will Be Your Fellow Mastermind Members?

What I love about members/students who choose to step up and invest in a high level mastermind program is their commitment to their own success, to the success of their classmates/group members, and their generosity in sharing their experiences and expertise.  To be a successful mastermind member, you must be able to see the value in collaboration, be teachable and a teacher at the same time, and absolutely must be willing to take action. It’s the support so many entrepreneurs are missing and once they find it, it’s like finding your home.

Why Take a Mastermind Program with Me as the Leader?

If you aren’t familiar with me, you should know that my background includes being a business coach and consultant, attorney, mediator, and trainer of entrepreneurs, so no matter what type of business you own, you are in for a real PowerUp! experience! I use a part coach, part consultant approach — I ask probing questions helping you to dig deep, but also give expert advice, guiding participants to the answers they seek.


Amy Rehkemper“Lisa delivered on her promise to provide high-level content backed up by real-life examples garnered from her years of experience as a business coach and successful entrepreneur running her own business. She not only gives you solid tips and tools, but answers tons of questions and does mini-coaching moments on the spot so that attendees can tailor the content to their own businesses and learn from hearing her answers to other attendees. She is approachable, funny, and whip-smart too! What a winning combination! Attendees said they got their money’s worth and more, and were excited to implement the best practices into their businesses. Want to ensure that your business building event is a success? Make sure it includes Lisa Montanaro!”

Amy Rehkemper, NAPO Baltimore Chapter

Here’s the full program package and highlights of what you will experience and receive as a Student/Member of the PowerUp! Mastermind Program

Coaching:IMG_0208

Coaching to ask the questions that peel back the layers, dig deep and get to the core of what you want, are ready for, and what blocks are in the way of you getting there.

Consulting/Training:

Consulting/Training on the how-to’s, practical steps, and know-how delivered in an easy-to-understand, step-by-step style. This is where you get to tap into my wealth of knowledge and expertise, and where I freely provide answers when you need them.

Mentoring:

Mentoring to advise you through any learning curves and inspire you to play a bigger game. I am open to sharing my own lessons learned and success principles, as I find that one of the best ways I learn is by listening to successful people talk candidly about their mistakes made and what they learned from them along the way.

I am a very honest person and feel that by being transparent, I have been able to fully help my clients. People like to be inspired and know that the mentor/coach/expert they are working with is successful, sure. And I walk the walk and talk the talk. BUT it’s also motivational and inspirational to know that the person whose shoes you’d like to walk in, who is where you want to be, didn’t just magically get there. So I plan to pull back the curtain and show you the inner workings of my journey.

Masterminding

Masterminding so that we can brainstorm ideas together as a group and come up with solutions that are exciting and stretch you, but are also realistic.

Support & Accountability

Support & Accountability from a group that believes in you and knows what it takes to reach the milestones you set for your business. Consider me your kick-butt coach, partner in professional development, and cheerleader all rolled into one. And the other members of PowerUp! will be my trusty side-kicks offering their own support and accountability too!

Learn How to be Strategic!

In order to have a thriving and successful business, you need to be strategic. You don’t have to do everything. You have to do the right things for your business!

Stop chasing silver bullets. There’s no shortcut to creating revenue and building your business, especially in an uncertain economy. Before you start trying “everything” and chasing bright shiny objects, slow down and think through your strategy. A tactic that’s perfect for one business owner might be the wrong move for you. Do what will work for you, based on your value proposition and your target market. Leverage your strengths and don’t waste time with ideas that simply don’t fit your business model.

The PowerUp! Mastermind Program will help you create a plan designed to implement strategic business growth by focusing on three key elements: where your business is now, where you want to take it, and how you will get it there.  Get ready to assess the strengths and weaknesses of your business, and identify the opportunities and how to act on them.

This comprehensive program for more experienced business owners and entrepreneurs will provide the know-how, while also forcing you to take a cold hard look at your business, dissect it, and put it back together strategically so that it is better and stronger! If you want results and are ready to dig in and PowerUp! your business, then join us!

You’re going to get off the merry-go-round of trying to figure things out, and get into action.

Christine-Sinclair“What a fantastic class last night! I always get so much from your classes, but this last class blew my socks off. Everyone was changed last night. We all stayed after you left and talked about what happened for quite a while afterwards. I’m so sorry to see the classes coming to a close. Thanks so much for everything.”
~ Christine Sinclair

This quote comes from a participant in my six-month Women’s Enterprise Development Center (WEDC) Mastermind Group of which I am the facilitator/leader.


During the PowerUp! Mastermind Program, you will learn how to:

    • Create a strategic plan for growing operationsIMG_0206
    • Determine the right business model for you
    • Determine your Unique Selling Proposition
    • Identify your Target Market and Ideal Client, and how to market to reach them
    • Be perceived as an expert in your area
    • Delegate and outsource to employees or subcontractors
    • Create your Profit Pyramid
    • Create multiple streams of income, leverage and repurpose your content, expand your delivery methods, offer options at multiple price points, create packages and value-based pricing, and give clients a menu or suite of services
    • Develop Strategic Partnerships and engage in Joint Ventures
    • Establish a Board of Advisors
    • Draft an Operations Manual
    • Focus on your unique areas of brilliance within your business
    • Learn how to work on your business, not just in it

Are you ready to PowerUp! your business? Then come join us!

This is considered a “graduate level” offering, so that all members are able to fully participate and be somewhat at the same level…

Are you a good match for the
PowerUp! Mastermind Program?

    • You must be an advanced and expanding business owner who has been running your current enterprise for at least 3-5 years.
    • You should have an established core foundation for your business and are looking to expand, streamline, or up-level your business.
    • You need guidance on growth strategies, building a team and systems, and leveraging income opportunities.
    • You want to accelerate cash flow and maximize profits via multiple streams of income and/or more focused offerings.
    • You want to elevate your personal platform while expanding the impact of your personal and business mission.

It is recommended that you already have a website and a way to capture and communicate with prospects and clients, or be willing to get these up and running immediately upon starting the program.

NOTE: You will be asked to sign a “Confidentiality/Non-Disclosure Agreement” to maintain the integrity of the group.


The entrepreneurs that regularly work with me are:

  • excited about working on their business and eager to engage in the process;
  • high-functioning, high-performing, and/or high-achieving individuals;
  • have a vision and are committed to bringing that to life;
  • believe in their work;
  • approach their business with an open mind and a positive attitude;
  • show up and do their “implementation” assignments;
  • are eager to try out creative ideas, practice new techniques, explore and dig deep;
  • are willing to laugh at themselves and hear the truth.

If this is you, you’re in for an amazing ride and I can’t wait to “see” you in Class on January 6th!

WEDC“Thank you for sharing your business expertise as the facilitator for the 8-month WEDC women’s entrepreneur mastermind program, and for being so transparent. I appreciated that! Lisa, you have a great wealth of knowledge and a unique way of presenting it. You have a special gift of connecting with people. Your information was practical and useful. It has given me food for thought. I wish you the best in all of your future endeavors. I hope our paths will meet in the future. Once again, gracias!”

Migdalia, Yorktown, NY

Program Format

This affordable 6-month mastermind exemplifies the accessibility that I aspire to provide through all of my offerings – from what’s included in the program to the pilot program fee. I’ll be taking you behind the scenes of my own business, and showing you what’s worked for so many of my successful clients.

Class will meet twice monthly by phone for 90 minutes. Both monthly calls will be open and interactive. Each month, class #1 will be curriculum focused and class #2 will be the open “Professors Hours” call with me. I’ve spent the last 11 years learning what it takes to be successful as an entrepreneur, and how to help others along this path as well. And this is what I’ll be sharing with you over the course of this content-rich and exciting 6-month program.

  • A “Student Orientation” call for the group to get to know each other before we begin.webinar
  • 6 “Curriculum Calls” – These calls will be open-line allowing for interaction and learning. Each curriculum call has a theme based on the 6 PowerUp! Pillars: Purpose, Prosper, Promote, Productivity, Process, and Passion.
  • 6 “Professor’s Office Hours” Open Q&A Calls – Specially dedicated to Q&A, implementation, accountability, laser coaching, student spotlights, and to expand the conversation. This is key to a group program — the opportunity to ask your questions live with other participants. (Some of the best learning happens from listening to others’ questions and my answers!).
  • Mp3 recordings of all Curriculum Calls and Professor Office Hours Calls. Can’t make the calls live? No problem! All teleclasses will be recorded and emailed to you within 24 hours.
  • Completion of a Brief “Pre-Program” Business Profile – So I can get to know you and your business in more depth to best guide you.
  • Private “Kick-Off” Call with me 1:1 – A pre-program 30-minute call to set your goals for the program, and provide me with more background information on your business and your goals.
  • Course materials will include worksheets, templates, checklists, and other supportive materials to help facilitate the learning process and reinforce what you are learning.
  • MBA-school style group work opportunity – A group project similar to what students do in an MBA-program to reinforce the curriculum and enhance the learning experience.
  • Private PowerUp! Facebook Group – This is where you can enrich your experience even further. Network and mastermind with other classmates, gather feedback, ask questions, AND benefit from additional access to me during the entire program (yes, I will be personally monitoring the page and interacting and engaging with mastermind members the entire 6 months). In between calls, you will work on your implementation and you’ll receive support from me and other students the entire way through.
  • LMGU “Degree” – Certificate of Course Completion
  • Optional Upgrade: ​“Triple-Play” Individual Sessions with your Professor. If you need more targeted help, or want me to review your business ideas and materials, you have the option of upgrading and adding on a 3-session bundle at the special rate of only $499 (a $100 savings as a single Individual Session with me is regularly $200-3 sessions would regularly cost $600). LMGU is only offering this special upgrade offer in conjunction with this 6-month Mastermind program – you will not be able to book this in any other way. This option is only available until the halfway point of the program, and all 3 sessions must be used during the course of the program or within 30 days after the last class
  • Special LMGU Alumni status which provides you with discounts on future LMGUniversity courses, programs and retreats
  • Special bonuses – 2 ebooks: Don’t Be Afraid of the Big Bad Law, and Bold Business Moves. PLUS an MP3 recording of my Success Principles for Excelling as an Entrepreneur.

Curriculum

Course Materials

Throughout the program, handouts will be provided to reinforce the topics. Handouts may include templates, articles, outlines, checklists, exercises and samples. Handouts will be provided in advance of, or immediately following class in electronic format.

Program Syllabus – Schedule & Description of Sessions

This program is a group instructional/training, coaching and mastermind program all-in-one. Each Curriculum Call will have a designated topic to guide the discussion for that evening. I will teach the curriculum, and serve as a facilitator as needed to answer questions and provide business expertise, as well as acting in an advisory/coaching capacity to provide guidance, motivation and accountability. Additionally, the students/group members will serve an important and invaluable resource for one another, which will aide learning, accountability, and implementation.

Please come prepared to share ideas, ask questions and learn from each other, not just from me!!

Program Curriculum

The PowerUp group will meet by teleclass over a series of six months on the first and third Tuesday of every month starting on Tuesday, January 6th and ending Tuesday, June 16th.

January 6, 2015 – Orientation & Curriculum Call: Purpose

IMG_0141
  • Welcome Call
  • Meet and greet
  • Background of “Professor” and participants
  • Discuss goals for program
  • Review housekeeping and administrative aspects of course
  • Know Thyself & Know Thy Vision
  • Definition(s) of Success
  • Identifying or Refining Your Internal Business Mission
  • Purpose Litmus Test
  • Cinderella’s 3 Ugly Step Sisters: The 3 Blocks to Success

January 20, 2015 – “Professor Office Hours” Open Q&A w/Lisa

  • Implementation & accountability check-in
  • Laser coaching

February 3, 2015 – Curriculum Call: Prosper

  • Know Thy Value & Know Thy Numbers
  • Products & Services
  • Pricing & Fees
  • Price Objections
  • Bartering, Discounting & Pro Bono Offerings
  • Leveraged Business Growth: Multiple Streams of Income & Diversification

February 24, 2015 – “Professor Office Hours” Open Q&A Call w/Lisa

  • Implementation & accountability check-in
  • Laser coaching

March 3, 2015 – Curriculum Call: Promote

  • Know Thy Business & Know Thy Brand
  • Stake Your Claim
  • Marketing, Networking & Branding
  • Leadership as a Business Owner

March 20, 2015 – “Professor Office Hours” Open Q&A Call w/Lisa

  • Implementation & accountability check-in
  • Laser coaching

April 7, 2015 – Curriculum Call: Productivity

  • Know Thy Strengths & Weaknesses: Unique Areas of Brilliance
  • Your Business on a Macro & Micro Level
  • 3 Hats of a Business Owner
  • Letting Go to Grow: Outsourcing & Delegating
  • Shoemaker’s Shoes Syndrome
  • Learn When & How to Ask for Support
  • Life-Work Balance: Time Management for Business Owners

April 21, 2015 – “Professor Office Hours” Open Q&A Call w/Lisa

CIMG0138

  • Implementation & accountability check-n
  • Laser coaching

 May 5, 2015 – Curriculum Call: Process

  • Know Thy Business Systems & Processes
  • Business Operations A to Z
  • Hiring, Supervising & Firing Your Business Team/Personnel
  • Business Automation: Checklists, Manuals, Spreadsheets

May 19, 2015 – “Professor Office Hours” Open Q&A Call w/Lisa

  • Implementation & accountability check-in
  • Laser coaching

June 2, 2015 – Curriculum Call: Passion

  • Know Thy Passions & Goals
  • Learn When to Take Calculated Risks
  • Learn When to Say No & Move on: Natural Progression to Business Cycles
  • Life-Work Integration
  • Joint Ventures
  • Your Business as the Means to a More Fulfilling Personal Life

June 16, 2015 – “Professor Office Hours” Open Q&A Call w/Lisa

  • Implementation & accountability check-in
  • Laser coaching


MaryStephaniePasqualetto“I have Lisa now as a mentor and coach for a women entrepreneur mastermind program that I am doing…And it is truly the best experience I have ever had.”
~ Mary Stephanie Pasqualetto

This program is worth about $10,000. No, I am not kidding!!!

That said, a 10K fee doesn’t properly reflect my wishes for this program. You see, I’m “over-the-moon” passionate about being an accessible business coach/consultant/mentor/trainer/facilitator. Delivering amazing content and providing a safe, but challenging space for you to up-level your business is at the core of who I am and it’s what my highest level clients appreciate most about our relationship and what keeps my coaching and training programs in high demand.

Your Investment

So I’ve decided to price this program so you can realistically make back your investment. With what you’ll learn and implement, you can make back your modest investment quickly, if you choose.

And that’s why the program fee is only $2,295.

And I’ve also created a super-affordable 3-pay option to support you – it’s your choice. You can get started with a $1,000 payment today, followed by 2 additional payments of $547.50 billed 30 days apart.

If you’re like the dozens of entrepreneurs I’ve talked with who are craving high level coaching and consulting, but don’t have the funds for my Platinum Coaching packages, you’ll love that you get full access to me in this program (and of course, to the rest of the PowerUp! members who can be just as powerful at moving your business forward, trust me!)

So… are you ready to rise to PowerUp!? Let’s do this!

***There’s even a 3-pay option if you prefer to spread the investment out over time.***

By Application Only

The PowerUp! Mastermind program is limited to a small group, and I am just as selective as you are in this process. Therefore, admission is by application only!

Click on the Apply Now button and it will bring you to the online application. Please answer the questions honestly and thoroughly so that I can assess whether you are a good fit for the program. The application will provide me with insight into you and your business, your expectations and goals, and what you want your lifestyle and business to look like in the future.

I promise that the application is not that time consuming, and will actually be a great exercise for you to fill out (there is “coaching” in the application itself!).

applynow

Private Coaching Upgrade available upon check out.

If you have any questions, email

PS: You’ll be using this business building program to further your business. That means you can likely use it as a tax deduction. Check with your accountant just to be sure.

upgradeWant More One-on-One Access? Check out the Optional Upgrade: “Triple-Play” Individual Sessions with your Professor. If you need more targeted help, or want me to review your business ideas and materials, you have the option of upgrading and adding on a 3-session bundle at the special rate of only $499 (a $100 savings as a single Individual Session with me is regularly $200-3 sessions would regularly cost $600). LMGU is only offering this special upgrade offer in conjunction with this 6-month Mastermind program – you will not be able to book this in any other way. This option is only available until the halfway point of the program, and all 3 sessions must be used during the course of the program or within 30 days after the last class


“I enjoyed your Kick Butt Business Bootcamp hosted by the NAPO-Greater Philadelphia Chapter. The content was fabulous. But even more so, I want to thank you for patiently and comprehensively answering all of my questions! In 13 years of being a business owner, I can’t remember having an opportunity to ask one person such a variety of questions about running and marketing a business. What an amazing opportunity! Many other attendees thanked me afterward for asking so many relevant questions that all of us really wanted to know the answers to. Thank you again!”

Adriane Weinberg, www.organizedapproach.com

LMGU Disclaimer: We promise to deliver a top-notch quality program conducted by an accomplished business coach and consultant. You will receive an amazing amount of quality content to build, grow and up-level your business. However, if you’re looking for a magic pill for overnight success, think again. While the program is top quality, it is designed for entrepreneurs who are willing to show up, and do the work that it takes to implement the ideas taught. The program will expand what you believe is possible for you so you can create the successful business you are craving. When promoting this program, we use illustrative examples only and we cannot, and do not, make results guarantees, or give professional or legal advice. Each individual’s success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is no certain guarantee that you will earn any money, although it is our hope that you do.

 

Can Your Business Run Without You?

What would happen to your business if you became ill for an extended period of time?  Could someone else man the shop for you easily?  Would you be more relaxed on vacation (or at the very least, take a vacation!) if you knew that the business could be better taken care of while you are away?  Have you ever thought about hiring an employee or assistant, but are overwhelmed with the thought of training someone in all of your business systems and processes?  Are you holding onto too many tasks that you know you could be delegating, but don’t have the infrastructure in place to effectively delegate without taking up too much of your precious time as the business owner?  If you answered yes to any of the above questions, you are in need of a business blueprint!  It’s time to create an Operations Manual.

What is an Operations Manual and Why Do I Need One For My Business?

Before you started your business and in the early stages, you probably did a lot of planning.  Most likely, you were told to draft a business plan, and you may have even done so.  Unfortunately, most small business owners rarely look at their business plan after creating it, thereby rendering it meaningless on a daily basis.  A business plan is a static document, as opposed to a living and breathing one that serves as a guide to your business systems and processes.  Developing systems and taking the extra step to document them is vital to a business running smoothly and automatically.  Unfortunately, most businesses are lacking in this area.  Business owners get caught up in the daily activities of running the business, and do not take the time to document or blueprint the systems in place.  In the E-Myth Revisited, author Michael Gerber sets forth the idea that all businesses need to be “franchised” in the sense that they can run automatically, deliver a consistent experience to customers, and can be maintained, at least to some extent, without the owner’s hands-on involvement.  While you may not literally be franchising your business, Gerber’s concept broadly translates into developing an Operations Manual for your business.

What Are the Advantages of an Operations Manual?

An Operations Manual makes it easier to delegate and run your business.  However, even if you have no employees, independent contractors, or assistants of any kind, the importance of an Operations Manual should not be overlooked.  It provides structure and clarity by helping you examine the big picture and how each part fits into the whole.  It is also a handy tool for reminding yourself of your business systems when things get busy and you are overwhelmed.  The manual serves as a central location for vital business information, making it easier for you to find what you need in one fell swoop.  In a nutshell, an Operations Manual helps promote a consistent experience for your clients, and helps you avoid reinventing the wheel.

What Format Should an Operations Manual Be Stored In?

An Operations Manual can be hand written if that is your absolute preference, but I would not recommend it.  As this document is so vitally important to your business, you should maintain it in electronic format.  It is easier to revise, send as an attachment when necessary, and be backed up to avoid loss of data.  Some clients prefer to create their Operations Manual using a 3-ring binder approach.  While this may be tempting, if that binder is destroyed or lost, there goes all of your hard work in creating an Operations Manual.  Do yourself a favor and store the manual on a computer (and back it up!) or online at a secure site.

What Should an Operations Manual Include?

An Operations Manual is the manual of all manuals.  It can be as comprehensive as you want and need it to be.  It should serve as a blueprint of your business for you, your employees, assistants (virtual or on-site), and anyone else that is on a need-to-know basis.  The Operations Manual essentially covers everything that goes on behind-the-scenes of your business.  Here are some examples of what an Operations Manual may include, but as you develop one for your business, you will undoubtedly think of many more items to include.

    • Passwords to all of your online and offline business accounts
      (be sure to give some thought to maintaining proper security measures);

List of frequently used business supplies with purchasing/ordering information;

List of business documents;

Prospects intake process;

Client intake process;

Sample email templates;

List of all team members and their contact information;

Procedures for hiring new team members and training them;

Preparing for client sessions, proposal pitches, speaking engagements, professional association meetings, etc.

Client follow-up process.

Take the time to draft an Operations Manual.  It will be time well spent, and you will reap the benefits of it long after you finish the blueprint.

Copyright © 2009 Lisa Montanaro of LM Organizing Solutions, LLC.

Want to Use This Article in Your E-zine or Website?

You can, as long as you use this complete statement:

Copyright 2009. Lisa Montanaro is a Productivity Consultant, Success Coach, Business Strategist, Speaker and Author who helps people live successful and passionate lives, and operate productive and profitable businesses. Lisa publishes the monthly “DECIDE® to be Organized” e-zine for success-minded individuals, and “Next Level Business Success” e-zine for entrepreneurs. Subscribe today at www.LMOrganizingSolutions.com. Lisa is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press. Lisa also publishes the DECIDE® to be Organized blog at www.DecideToBeOrganized.com. Through her work, Lisa helps people deal with the issues that block personal and professional change and growth. To explore how Lisa can help take your business to the next level, contact Lisa at (845) 988-0183 or by e-mail at .

Join me for a 3-part Teleclass Series: Bold Business Moves -Moving Your Business in the Right Direction.

The first Teleclass will be on Tuesday, May 31st titled: Blueprint Your Business: Create Business Systems & An Operations Manual
Business Systems help a business to run without you if you become ill, take a vacation or go to a business conference. They provide the infrastructure that needs to be in place to effectively delegate without taking up too much of your precious time as the business owner. Business systems make it easier to hire and train an employee or retain an independent contractor, delegate to an assistant, to yourself, or to the business itself. Business Systems and Operations Manuals will not only help you run your business more effectively, but will help you start preparing for your exit strategy. This teleclass will guide you in creating an Operations Manual and cover what it should include.

Date: Tuesday, May 31st
Time: 7:30-9:00 pm EST

  • Designed as a series, but able to be taken individually too, each teleclass is 90 minutes in length.
  • Can’t make the live call? No problem! All teleclasses will be recorded & available on MP3.

Location: From the comfort of your home or office

Investment:

  • IRIS members: $35 for each, or $89 for the 3-part series
  • Non-IRIS members: $39 for each, or $99 for the 3-part series

Register Online here.

Additional classes in the 3-Part Teleseries include:

  • June 14th: Branch Out & Mix it Up: Creating Multiple Streams of Income
  • June 28th: Don’t Go It Alone: It Takes a Village to Run a Successful Business ~ Building Your “Team”

See all class details here.

Who Should Participate:
IRIS & NAPO members, professional organizers, interior designers/redesigners, home stagers, coaches, consultants, entrepreneurs, etc.

Do you want to brainstorm with like-minded business owners, while learning from a business coach, lawyer and trainer of entrepreneurs? This series is a cost-effective way to get quality business advice at a fraction of the cost of one-on-one coaching/consulting. Come join us for a teleclass series that promises to deliver great results!

Unsure if you are getting the most out of your business?
Unclear as to whether your business is going in the right direction?
Feeling like you could use a business plan revamp?

Then get ready to make some Bold Business Moves!
Join us for a Teleclass Series

Bold Business Moves: Moving Your Business in the Right Direction

Presented by Lisa Montanaro
Certified Professional Organizer®, Business & Life Coach,
Motivational Speaker, Author

Dates: Tuesday evenings – May 31st, June 14th and June 28th
Time: 7:30-9:00 pm EST

  • Designed as a series, but able to be taken individually too, each teleclass is 90 minutes in length.
  • Can’t make the live calls? No problem! All teleclasses will be recorded & available by on MP3.

Location: From the comfort of your home or office
Investment:

  • IRIS members: $35 for each, or $89 for the 3-part series
  • Non-IRIS members: $39 for each, or $99 for the 3-part series

Register Online for all sessions here (or follow the links below to register for individual teleclasses).

Teleclass 1 – May 31st: Blueprint Your Business: Create Business Systems & An Operations Manual
blueprint businessBusiness Systems help a business to run without you if you become ill, take a vacation or go to a business conference. They provide the infrastructure that needs to be in place to effectively delegate without taking up too much of your precious time as the business owner. Business systems make it easier to hire and train an employee or retain an independent contractor, delegate to an assistant, to yourself, or to the business itself. Business Systems and Operations Manuals will not only help you run your business more effectively, but will help you start preparing for your exit strategy. This teleclass will guide you in creating an Operations Manual and cover what it should include.
Register for the May 31st session here.

Teleclass 2 – June 14th: Branch Out & Mix it Up: Creating Multiple Streams of Income
You are a solopreneur or small business owner, and you wish you could make more money, but you can’t be in more than one place at one time or clone yourself. What to do? Create multiple streams of income! Multiple streams of income help to build a business with less work by offering multiple ways for clients to access you, your company, and your services/offerings. Learn how to leverage and re-purpose your content, expand your delivery methods, offer options at multiple price points, and give clients a menu or suite of services.
Register for the June 14th session here.

Teleclass 3 – June 28th: Don’t Go It Alone: It Takes a Village to Run a Successful Business ~ Building Your “Team”
Are you a solopreneur and often find it lonely? Maybe you are you a small business owner with employees or subcontractors, but find yourself wanting to brainstorm with those outside your business? You can! Imagine a group of people that are available to bounce business ideas off of, help you make pivotal business decisions, and serve as a sounding board. Set your business up for success by enlisting the help of others. Options are plentiful, from using virtual assistants, independent contractors, and employees, to brainstorming with business colleagues, setting up a formal Board of Advisors, participating in a Mastermind group, or hiring a business coach. Studies show that business owners achieve success more frequently when they set up accountability programs. Identify different ways to partner with others to improve your business by engaging in coopetition, and learn the differences between various types of accountability tools. Determine which accountability tools are the best match for your business, and how to implement them. Hear about what other like-minded entrepreneurs are doing. Walk away with a plan to enlist the help of others in your business in a way that makes the most sense for your business model, stage, and needs. Get ready to create your village!
Register for the June 28th session here.

Who Should Participate:
IRIS & NAPO members, professional organizers, interior designers/redesigners, home stagers, coaches, consultants, entrepreneurs, etc.
Do you want to brainstorm with like-minded business owners, while learning from a business coach, lawyer and trainer of entrepreneurs? This series is a cost-effective way to get quality business advice at a fraction of the cost of one-on-one coaching/consulting. Come join us for a teleclass series that promises to deliver great results!

Rave Reviews from Past Attendees of Lisa’s Teleclasses or Workshops:

  • “She’s bright and shiny on a dreary day, she sings, she dances, she’s a Professional Organizer, oh and did I mention she’s an attorney too? She’s Lisa Montanaro, and she was one of our favorite teleclass guest experts last year. Lisa can answer all those pressing questions you have been afraid to ask or didn’t know where to turn to for the answers. What I really like about her is her approachability. Speaking to a business coach and attorney can be a little intimidating, but Lisa knows how to answer the tough questions while making sure you truly understand the answers.”
  • “You are very well-spoken and a wonderful presenter. You did a great job providing so much relevant content and without giving us that feeling of info-overload.”
  • “I went to your workshop at the NAPO Conference and just wanted to tell you how impressed I was. You are such a knowledgeable and good speaker. I have already implemented so many of your suggestions. Yours was the only CD I purchased from conference. I am sure your session will benefit me for years to come.”
  • “The level of energy and enthusiasm you bring into the training environment is truly admirable and your organizational skills certainly show proof of the amount of effort and thought you place in preparing for your workshops.”
  • “Your workshop at the NAPO National Conference was alone worth my entire investment (registration, hotel, transportation, food, etc.). Thank you so much!”

About the Presenter:
Lisa Montanaro is an inaugural Certified Professional Organizer, Business & Life Coach, Motivational Speaker, and Author. Lisa founded LM Organizing Solutions, LLC in 2002, and since then, has helped thousands of people and organizations live better lives and operate better businesses. A sought-after business expert due to her background as an attorney, mediator, and trainer of entrepreneurs, Lisa offers business coaching to professional organizers, and other entrepreneurs and small business owners. Part consultant, part coach — Lisa gives expert advice, while also guiding clients to the answers they seek. Lisa presents at national conferences, has been interviewed by television and radio hosts, is a frequent guest expert for national teleclasses and webinars, and has been widely published on the web and in print.

Continuing with my series of business articles in honor of my presentation to entrepreneurs at the IRIS Conference in Denver, below is the second article. It is all about creating an Operations Manual, an idea I will be sharing with the attendees of my workshops this afternoon. I hope it prompts you to blueprint your business soon!

Can Your Business Run Without You?
 
What would happen to your business if you became ill for an extended period of time?  Could someone else man the shop for you easily?  Would you be more relaxed on vacation (or at the very least, take a vacation!) if you knew that the business could be better taken care of while you are away?  Have you ever thought about hiring an employee or assistant, but are overwhelmed with the thought of training someone in all of your business systems and processes?  Are you holding onto too many tasks that you know you could be delegating, but don’t have the infrastructure in place to effectively delegate without taking up too much of your precious time as the business owner?  If you answered yes to any of the above questions, you are in need of a business blueprint!  It’s time to create an Operations Manual.
 
What is an Operations Manual and Why Do I Need One For My Business?
 
Before you started your business and in the early stages, you probably did a lot of planning.  Most likely, you were told to draft a business plan, and you may have even done so.  Unfortunately, most small business owners rarely look at their business plan after creating it, thereby rendering it meaningless on a daily basis.  A business plan is a static document, as opposed to a living and breathing one that serves as a guide to your business systems and processes.  Developing systems and taking the extra step to document them is vital to a business running smoothly and automatically.  Unfortunately, most businesses are lacking in this area.  Business owners get caught up in the daily activities of running the business, and do not take the time to document or blueprint the systems in place.  In the E-Myth Revisited, author Michael Gerber sets forth the idea that all businesses need to be “franchised” in the sense that they can run automatically, deliver a consistent experience to customers, and can be maintained, at least to some extent, without the owner’s hands-on involvement.  While you may not literally be franchising your business, Gerber’s concept broadly translates into developing an Operations Manual for your business.
 
What Are the Advantages of an Operations Manual?

 
An Operations Manual makes it easier to delegate and run your business.  However, even if you have no employees, independent contractors, or assistants of any kind, the importance of an Operations Manual should not be overlooked.  It provides structure and clarity by helping you examine the big picture and how each part fits into the whole.  It is also a handy tool for reminding yourself of your business systems when things get busy and you are overwhelmed.  The manual serves as a central location for vital business information, making it easier for you to find what you need in one fell swoop.  In a nutshell, an Operations Manual helps promote a consistent experience for your clients, and helps you avoid reinventing the wheel. 
 
What Format Should an Operations Manual Be Stored In?
 
An Operations Manual can be hand written if that is your absolute preference, but I would not recommend it.  As this document is so vitally important to your business, you should maintain it in electronic format.  It is easier to revise, send as an attachment when necessary, and be backed up to avoid loss of data.  Some clients prefer to create their Operations Manual using a 3-ring binder approach.  While this may be tempting, if that binder is destroyed or lost, there goes all of your hard work in creating an Operations Manual.  Do yourself a favor and store the manual on a computer (and back it up!) or online at a secure site.
 
What Should an Operations Manual Include?

 
An Operations Manual is the manual of all manuals.  It can be as comprehensive as you want and need it to be.  It should serve as a blueprint of your business for you, your employees, assistants (virtual or on-site), and anyone else that is on a need-to-know basis.  The Operations Manual essentially covers everything that goes on behind-the-scenes of your business.  Here are some examples of what an Operations Manual may include, but as you develop one for your business, you will undoubtedly think of many more items to include. 

  • Passwords to all of your online and offline business accounts
    (be sure to give some thought to maintaining proper security measures);
  • List of frequently used business supplies with purchasing/ordering information;
  • List of business documents;
  • Prospects intake process;
  • Client intake process;
  • Sample email templates;
  • List of all team members and their contact information;
  • Procedures for hiring new team members and training them;
  • Preparing for client sessions, proposal pitches, speaking engagements, professional association meetings, etc.
  • Client follow-up process.
Take the time to draft an Operations Manual.  It will be time well spent, and you will reap the benefits of it long after you finish the blueprint.