DRIVE_Online_Catalog_

PLANNING
FOR SUCCESS

Learn how to develop and implement a long-range plan

In the workshop, you will learn the six pillars of long range planning for both your business and your personal life.

After the workshop you and your
business advisor will develop a
plan to implement the knowledge
you gained.

Prerequisite:

nn Essentials of Shop
Management Workshop

This gave me a true
blueprint for my life!” — D.A.

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FUNDAMENTALS OF
WEALTH BUILDING

Money can be as hard to keep as it is to make.

How does one create and preserve wealth with all the demands of modern day life? In this newworkshop you will learn the
fundamentals of both accumulating and preserving wealth.

Where does your money actually go? Many people don’t
really know. Other people think they know but when
tracking it, find out that it isn’t what they thought.
So a first step to handling expenditures is to track
them. Find out exactly where the money goes.
If possible, do this for one month. Otherwise,
estimate as good as you can.

Prerequisite:

nn Essentials of Shop Management Workshop
Recommend: Planning for Success Workshop

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POWER
APPRENTICESHIP

Without the right policy in place, you will never get out of the shop.

The Power Apprenticeship is an intense 12-week program that will take the training you received in the Power Workshop and set
it into action for your business. You will produce a full manager’s hat write-up and be ready to turn the manager’s hat over.

Prerequisite:

nn Essentials of Shop Management Workshops
nn Formulas For Success
nn Shop in Stage III
nn Executive Planning Apprenticeship
nn Shop Policy Apprenticeship

What you will learn:

• Fully understand the formula you are applying
• Key points of the manager’s hat
• How to write policies and procedures for each

area of the manager’s job
• Difference between owner’s hat and

manager’s hat

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The Power Apprenticeship is kick—butt material! It is amazing how some things come at just the
right time. Since we started this, our stats are the highest they have been in 14 years. Every-
thing is broken down one step at a time, so you can apply it. This is the most important thing,
being able to apply it and get results.” — R.B.

SHOP MANAGER
APPRENTICESHIP

The path to stage IV and the achievement of an efficient and
operational shop depend on the manager’s competence in wearing
the shop manager’s hat

The Shop Manager Apprenticeship is a 12-week program that walks you and your manager through the process of turning over
the manager’s hat.

By the end of the apprenticeship you will have a manager that does the job just
like you would. You will have the confidence and peace of mind that your shop is be-
ing well taken care of while you are gone for the day or on vacation. This is the last
step in fully achieving your freedom from having to be in the shop every day!

Prerequisites:

nn Owner has successfully completed the Power Apprenticeship
nn The shop has a manager
nn Essentials of Shop Management Workshops or Controlling the Front Workshop
nn Service Advisor School/Sales Training for

Estimators Class
nn How to Get Compliance to your Orders Workshop
nn Formulas For Success

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My manager has the big picture now! He understands his position as manager as it relates to my role as own-
er. He knows what it takes to run the business and the way I want it run. I have total certainty in his abilities.
Any owner who wants to truly get to Stage Four must do this apprenticeship, and the sooner the better. It is
that valuable!” — R.A.

What you will learn • Sales—how to keep sales going • PR/Marketing—standard customer
and what to do when they are low; marketing actions are done and
• Establishing the product of a includes the reports necessary advertising reports are complete
manager to ensure that the job is getting
done • Organization—ensuring that the
• Ensuring the manager facilities and equipment are clean
understands the owner’s • Production—the different policies and operational
viewpoint of the job to use and keep production going
• Personnel—keeping attendance
• Policy checks for the manager • Quality Control—inspection and records with reports and creating
against the established areas of reports on comebacks skills lists on technical and office
the business with the key personnel
functions of each area verified • Money Lines—ensuring that
financial reports and purchase • Putting everything together with
• Planning—teaching the manager orders are being done correctly statistics, key reports and battle
how to hold meetings and write and verified plans for each area of the shop
weekly plans based on shop
statistics

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ONE-ON-ONE
CONSULTING

Your partner on the road to freedom

One-on-one consulting is between you and a Management Success certified consultant. You get expert, professional advice on
your shop’s issues, problems, or inefficiencies. When it comes to your shop, your consultant is your drill sergeant, confidant,
advocate, and expert. Together, you review statistics, programs, shop procedures, employees, or policies to tailor a step-by-step
plan. Your consultant ensures you follow the plan and get the steps done, as well as adjusts or modifies your plan as needed.
One-on-one consulting helps take information you learned in training and make it an actuality in your shop. The more you trained,
the further it will allow the consultant to guide you.

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GROUP
CONSULTING

Sharing ideas to achieve success

Management Success consultants are trained in many different methods of consulting. One of the most beneficial methods is
group consulting. This is where a Management Success certified consultant gathers a group of shop owners together via phone or
internet and addresses a specific issue. This allows shop owners to collaborate and use their own knowledge and experience to
help one another. It introduces points of attack that may previously not have been considered, as well as give more weight to all
possible solutions. This is all guided by the Management Success Certified Consultant. The goal is to make sure all the shop owners
get the help and push they need in order to catapult them into the next level of success.

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STREAMLINE YOUR COLLISION
SHOP WORKFLOW

When processes work well, they can significantly improve efficiency,
productivity and profitability.

The new on-site Shop Workflow Implementation Service is an interactive, hands-on training program that will give you the skills
you need to improve your shop’s workflow. The workflow in a collision shop is a vital component to the shop’s overall success.
In fact, it is critical to the volume and quality of work that the shop can generate as well as its profitability. A trained expert will
examine in detail the current shop workflow. While at your premises he will then put into place with your employees the correct
workflow for your shop. The result is a streamlined, efficient and productive workflow system!

What you will learn Step 1 Step 3

• How to spot inefficiencies • On-line Visual Shop Flow • On-site inspection of
• Set the tracks for proper flow Inspection current work flow process
• Proper employee training (2 Days Minimum)
Step 2
on workflow • Racks and boards
• Consultant phone evaluation installation
59 of current workflow set-up
• Train employees on workflow
changes

• Practice run of new process
and procedures with all
employees

• Audit shop to detect any
mis-implementation of new
workflow

TOTALLY OPERATIONAL
PROGRAM (TOP 20 GROUP)

Network with the top shop owners in the industry for best practices.

The Totally Operational Program (TOP 20 group) is your route to becoming a Master Elite of Shop Management. Since there are
strict qualifications for the shops in the TOP 20 group, membership is by invitation only.

Types of shops: Qualifications for this level:

• General repair, collision, • Producing minimum sales of $75,000 a month
and truck shops • Solidly in Stage III — Service Advisor/Estimator must have done the Service

Prerequisites: Advisor School/Estimator Class and have been on the job a minimum of
six months
nn 1—Year Consulting Program • Active with HOST Program
nn Essentials of Shop • Quality Assurance department approval

Management Workshops Top program consists of:
nn Controlling the Front
• Special recognition at conventions*
Workshop • S pecial forums, classes and group meetings at conventions 2 times a year
nn Financial Control Course • One or more visits per year to a fellow TOP 20 group member’s shop
nn How to Get Compliance to • Pair up with other like minded shops that push, motivate and guide you to

Your Orders Workshop a much higher level
nn Formulas For Success • Network with the best of the best, and learn best practices from other
nn Executive Planning
successful shop owners
Apprenticeship • Monthly calls with a senior TOP 20 consultant
nn Advanced Marketing

Program

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When Your Website Works,
You Work.

Improve your online presence and increase car
counts with a custom website.
Along with impressive, custom websites, we offer
truly personalized and attentive customer service.
Even after your website is up and running, you will
receive ongoing support to help you manage and
update your site.

Call your service advisor or visit
www.MSWebPros.com for more information.
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SUPERCHARGE YOUR
SOCIAL MEDIA

Setup and maintenance service

An old saying goes: [Build a better mousetrap, and the world will beat a path
to your door.] However, the customer must be able to find your door! Social
media platforms, such as Yelp, Facebook, Google+, and Twitter, are today’s
Yellow Pages, and the new vehicles for word-of-mouth advertising. If your
business doesn’t have a strong social media presence, it’s slipping
into obscurity.

Adults in the United States spend an average of 5.6 hours per day
on some form of digital media. That’s a lot of time your potential
customers are online; so you have to make sure you’re there too.

But simply being there isn’t enough. In order to be effective,
social media needs to be managed! The goal is not only to gain
new customers, but also to keep your business’ name in front
of your customers’ minds.

Want more customers coming through the door?
Get uypouarnsdomcMiaailAnmtIaNeidnSTieaOdEa.NCccIAoAuNLnCtMsEpErPoDAfeICsAsKioAnaGllyE
set

OPTIONS BASIC PLUS PREMIUM

Setup Options 1 2 3

Google+, Facebook or Yelp social media choice social media choices social media choices

Weekly Posting Options 1 2 2

Google+, Facebook or Yelp social media choice social media choices social media choices

Monthly Analytical Report included included included

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ON-SITE SHOP
INSPECTION

Sometimes the hardest things to see are right in front of you.

Management Success has developed the most comprehensive inspection service available in the industry.
Whether you are ready to take your shop to the next level or find yourself stuck in an unchanging scene, the On-Site Shop
Inspection is the right service for you. This service is a multi-step process, each providing its own valuable result.

Step 1 Step 3

Financial, production, and sales areas of the shop are Documentation of previous steps is compiled and
gathered. This is followed by a one-on-one meeting with thoroughly analyzed. The owoner will receive an extensive
the owner to get a general understanding of the shop’s and detailed written report of findings and
current condition and establish business objectives. recommendations for improvement.
We then identify what the owner feels is the biggest
problem in the business and what their philosophy is
regarding the business.

Step 2 Step 4

A Management Success certified shop inspector does the The final step is an in depth discussion with your business
on-site shop inspection to observe, interview and inspect advisor, done over the phone to review the results of your
the lines, systems, procedures and policies of the shop. inspection. Then a plan is created with targets to achieve
your goals and objectives.
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The On-Site Shop Inspection delivered by Management Success was the most valuable service
I’ve received. The shop inspector who arrived from Management Success was a real
professional and provided astute observations of the strengths and weaknesses of my shop.
From there, he developed a simple plan I could follow to change my shop for the better.”
— C.W.

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EFFICIENCY
WORKSHOP

Increase your shop’s production efficiency as a team.

This workshop will strip away the basic confusions that slow down shop production, efficiency and teamwork.
Empower your employees with the tools and knowledge needed to get the work done right. Designed to improve your shop’s
efficiency and production, this workshop is delivered locally and pairs well with the On-Site Shop Inspection.
Learn how to effectively build teamwork in a fun and productive environment through various practice exercises and drills.

What you will learn • Working with the rest
of the group, teamwork,
• The purpose of management incentives and quotas
• The secret of efficiency
• “ Work” defined, good and bad • How to handle job training
• How to reduce and prevent
production, getting the work
done setbacks at work
• Why verbal orders aren’t • How to be as effective and
efficient
• Ensuring all goals are met by efficient as possible
employees • Shop flow and speed of
• Cooperation and
communicating orders service

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I’ll admit I was nervous about how my team would react to the idea that change was on the
way. They were not only on board with the ideas but they want to help make the changes we
need to work better as a team! This is directly due to the Efficiency workshop.
Thank you! — J .A.

After completing this workshop, now I know that everyone is on the same page. They
understand where I am coming from and know that I have everyone’s best interest at heart.
We understand the big picture and we are working toward the same goal.” — R.A.

After
MS Workshop

Before
MS Workshop

ho7u0rs h1o2u0rs

BILLED HOURS

Above is a before-and-after graph depicting one of our
clients’ increase in billed hours from 70 hours weekly
(prior to workshop) to 120 hours weekly (after workshop).

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Pipelines 2

4

1 Simple Pipeline 3 Detailed Pipeline

This simple pipeline gives you the most basic information This pipeline illustrates your shop’s overall condition and
on your sales and production areas with the most commonly provides accurate KPI’s for each area of your shop. You can
used numbers to gauge your shop. see what specific aspect of your shop needs attention and
improvement. Once you have mastered simpler pipelines,
2 Main Pipeline (with Formulas) this pipeline becomes the go-to pipeline in helping you
analyze your shop.
The main pipeline gives you a more advanced look at the key
numbers of the shop. You can see how each area of your
business is doing. It includes formulas for a more detailed
explanation.

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1
3
5

4 Website Pipeline 5 Technician Production Pipeline

This pipeline is specifically for your website. It allows you This pipeline evaluates your technician’s production so that
to see the source of your traffic and which areas need you can fully understand and manage the back of the shop.
attention to drive more business to your website and your
shop. In order to fuly engage in this pipeline, an 68
MSWebPros™ website is required.

ONLINE
TRAINING

Knowledge at your finger tips.

Management Success is now offering advanced management tools through Visual Management Technology (VMTTM). Take
advantage of the innovative elements of VMTTM through an advanced consulting and training program.

Online training: Now available online:

Online Training is an efficient and effective way to train • Admin Scale Series; Executive Series; Customer
on various topics. Wherever you are, you can take all Handling Series; Customer Agreement Series
the time you need to digest and apply your learnings.
Management Success offers a selection to empower • Flow of Work Series; Collision Workflow Series;
you and your team with knowledge. Basic Marketing Series; Marketing Series

Advanced coursework and materials are now available • Internet Marketing Series; General Knowledge Series;
with multi-year packages. Manager Series

• Service Writer/Selling Series; Estimator Series;
Organization Series; Delivery of Vehicle Series

• Road Test and Vehicle Inspections; Pricing Series;
Profit & Loss Series; Collision Profit & Loss Series

• Finance Organization Series; Finance Series; Owner
Series; Conditions Series; Public Relations Series

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The purpose of VMT is to provide you with innovative management tools designed to help achieve your goals. This technology will
greatly enhance every aspect of your shop, to bringing you to full stage IV. Your team’s level of stability will ensure the highest
standard of operation. VMT is essential to the attainment and maintenance of a true stage IV.

WHAT DOES THE VMT PACKAGE CONSIST OF?

1. Pre-installation consulting 3. Ongoing VMT consulting

• Shop floor plan review • KPI analysis
• Shop inspection review • Inspection analysis
• Video analysis
2. Equipment
4. Ability manager software
• Digital Video Recorder (DVR)
• Low-light cameras (quantity • Management diagrams
• Online inspections
depends on floor plan review) • Shop checklists and policy
• Microphones (located in key areas) • Unlimited online training for owner and all employees
• Audio/video recording sign • Exams & surveys

Contact your Service Advisor to find out how to qualify and get a live demo of Visual Management Technology. 70

VISUAL MANAGEMENT
TECHNOLOGY

You can’t fix what you can’t see.

Visual Management Technology (VMTTM) is a one-of-a kind graphical, easy-to-visualize approach to managing your shop.

Visual Management Technology is used on: You will learn:
STAGE III
• Consultation on real-time video cameras
To detect and handle the most major barriers to sales and placed in strategic management locations
production in the shop.
• Visual training aids for all shop personnel
and on: • Graphical productivity analysis tools (and
STAGE IV
website interaction)
It is used extensively to bring every single area of the shop • Online shop inspection tracking
up to full stage IV and to consistently push the shop’s team to
higher standards. VMTTM provides the additional edge of online shop
VMT is essential to the attainment of the true stage IV. inspection tracking which provides visible
evidence and proof that training concepts are
Since the cameras were installed the billed hours being professionally implemented in the real
and the car count have jumped to their highest world.
levels.” — A.H. VMTTM causes the entire management consulting
and coaching experience to be laser precise.
71 The purpose of Visual Management Technology
is to make complex management concepts
simple and bring about unprecedented expan-
sion in your shop(s).

AUTOMATED KPI INPUT

KPI management is simplified when data is automatically
imported from it’s original source (such as an automated
RO system feeding the KPI software).

MULTIMEDIA POLICY PACKAGES

The lowest form of policy is none at all. Next is verbal
policy. Above that is written policy. The highest-level is
multimedia policy containing video examples, audio
descriptions, pictures and text. These are bundled
packages of data which also receive feedback
from those affected by the policy.

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INSTRUCTIONAL HATS

Hats require a lot of work to develop. They are more
valuable when employee hatting steps can be delivered
and tracked by the shop owner via the net.

REAL-TIME VIDEO

VMTTM includes a suite of real-time video cameras
placed strategically throughout key production areas
in the shop. This allows the shop owner and business
advisor to hone in on the exact sources of slow
productivity, as well as recognize and reinforce the
stronger areas of the business.

FLOW DIAGRAM

It is easier to repair an engine or assemble parts of
a vehicle with a strong set of diagrams. The same
concept applies to management. A team works better
when each member can view an online set of diagrams
tailored to there responsibilities.

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PROGRESS TRACKING

Planning and programming actions can be coordinated
between shop owners and business advisors using
online planning and management checklist software.
Each action is checked off when completed.

KPI PIPELINE

Our new KPI pipelines are available to all
VMT clients. These pipelines plug directly into your
data and fill up the visual pipelines,
enabling you to see at a glance how the different
areas of your shop are performing. Currently available
are the Main Statistic Pipeline for your primary shop
KPI’s, the Financial Pipeline and the Digital Marketing
Pipelines for VMTTM clients who currently have a
website developed by Management Success and the
Production Profit Pipeline that will allow you to see your
labor’s profitability.

YOU HAVE TO SEE IT
FOR YOURSELF

Contact your account representative today
for a live demonstration!

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TM

324 S. Myrtle Avenue, Monrovia CA 91016
Phone 818-500-9631 • Fax 818-552-1006