Back in Malaysia for certification of 10 business advisors from INSKEN

On December 10-11 we had a Certification Course where 10 business advisors from INSKEN were certified by Christoffer Erichsen from Scope Group, our long-term partner, who also organized the course. 

We are happy to welcome the 10 advisors from INSKEN to our community

 

New release: Ambitions And Outcomes

Help Clients Rank Their Ambitions
and Keep Track of Outcomes
- A new way to help clients focus on what matters

All business advisors speak with their clients about their ambitions, and work to turn them into measurable outcomes. Today, we are proud to introduce a new tool on GrowthWheel Online Beta: A scoreboard where you and your clients can rank ambitions and keep track of outcomes.You can make a list of your clients' ambitions and rank them in terms of what to focus on. 

When ambitions are turning into outcomes you can keep track of them quarter by quarter to see for yourself - and show your client - all the results and achievements you have created together. 

To try out the new features go to My Clients, select a client and go to the new menu "Scoreboard". Here you can add ambitions and outcomes for your client.


#1 New Menu Scoreboard

Select a client and go to the new menu "Scoreboard". Here you can create ambitions and outcomes by switching between the two views.


#2 Create a New Ambition

To create a new ambition select the submenu "Ambitions" and click on "New". You can now give the ambition a title, select the work area, a category and the quarter and year of when you expect to fulfill the ambition. Then save it as a draft or share it with your client.


#3 Add Decisions and Actions to Each Ambition

You can add decisions and actions to each ambition. They will both show up below the ambition and in the 30-60-90 Action Plan. 


#4 Monitor Ambitions with Traffic Lights

You can rank all ambitions with a simple traffic light system to monitor their progress:
Is the ambition somewhat a challenge, in progress, or on track? 


#5 Create a New Outcome

To create a new outcome select the submenu "Outcomes" and click on "New". You can now give the ambition a title, select the work area, a category, the quarter and year, and if it is a result or an achievement. Then save it as a draft or share it with your client.


#6 Result or Achievement?

Results are meassureable outcomes such as revenue growth, a new time-saving process, or a stronger market position. Archivements are something you can be proud of such as launching a new product, hiring a new employee, or receiving an award. 


#7 Keep Track of All Outcomes

You and your client can use the Scoreboard to keep track of all results and achievements quarter by quarter.

 

19 Advisors certified before ASBDC 2016

On September 18-19 we visited Orlando, FL for another Certification Course right before the ASBDC 2016 Conference. Among the 19 new GrowthWheel Certified Advisors were the our first advisor from Rhode Island and Massachusetts. GrowthWheel is now used in 39 US states

At the certification course we were happy to welcome business advisors from the following organizations:

- Connecticut SBDC
- East Colorado SBDC at UNC Biz Hub
- Galveston County SBDC
- Iowa SBDC at Kirkwood Community College
- Klamath Community College SBDC
- Mason SBDC
- Massachusetts SBDC Network Central Regional Office
- Middle Tennessee State University
- New Mexico SBDC
- Northland Pioneer College SBDC
- Ohio SBDC
- Oklahoma SBDC
- Pima Community College SBDC
- Portland Community College SBDC
- Rhode Island SBDC
- SBDC at Florida A&M University
- SBDC at University of Wisconsin-River Falls
- TSBDC Knoxville Center
- Virginia SBDC
- West Virginia SBDC
- Wyoming SBDC Network
 

New Release: Notifications

reports.001.jpeg

Stay Up-To-Date on Clients' Action Plans
- Get an email report to help you follow-up

Now you can easily get the big picture of what your clients have on their 30-60-90 Action Plan. Going forward you will get an email with the same information you see online so you can quickly decide which clients to follow up with. 

In this release you will:

  • Get a weekly email report of your clients' open decisions and actions
  • Get an email notification when your client uploads a file for you
  • Be able to manage you own and your clients' reports and notifications

Your clients will:

  • Get a monthly email report with the list of the decisions and actions they have scheduled for the next 30 days or less
  • Be able to manage their own notifications

#1 Weekly reports of open decisions and actions

Every Monday you will get a report of each client's open decisions and actions. This will help you and your clients stay focused and plan the week ahead.


#2 Notifications when your clients upload files

Now you don’t have to check each of your clients anymore to know if they have completed a Worksheet and uploaded it to GrowthWheel Online. Instead you will get a notification each time a client uploads a file.


#3 Your clients get a monthly report

Your clients get a monthly report with the list of the decisions and actions they have scheduled for the next 30 days or less. You can turn off this report in your client's profile. 


#4. Don’t want to receive notifications?

Don’t worry, we thought about that too. You can turn off the reports and notifications in the new account settings page. Go to the top menu with your name and select “My profile”, then open the tab “Account settings”. By default the notifications are switched on.