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ActionVision Plan Overview
Seven Major Areas Within ActionVision
1. Heart of your plan.
2. Driving force behind your plan.
3. Measurable actions.
4. Accountability partners.
5. Monthly measurement.
6. Scoring and statistics.
7. Back side of plan.
1. Heart of your plan.
This portion of your plan keeps the important things in front of you at all times. In the business arena, this is information regarding sales, market share, A, B, and C accounts, key statistics, and your sources of business. In a personal or organizational plan it could point to where you would like your focus to be, to key individuals who will assist you in reaching your dreams, and to tools that will help you stay focused.
Your entry in this portion is designed to help keep your mind focused on your dreams and what you need to do to achieve them.
2. Driving force behind your plan. (1-1 on your ActionVision plan.)
Individuals will often have many "driving" forces within their plans. Each one of these may be valid but may take away from the most important result desired. The driving force for business plans, should usually be measurable and will be the most important result a business is looking for. In personal plans, organizational plans, and some operational plans it can be difficult to identify the measurable results you are looking for. Your ActionVision certified consultant will assist you in determining the best driving force for your plan.
In most situations, the driving force will be the only result within your plan. Results are not totally controlled by you, but actions should be. The following section (ActionVision actions) will provide you with specific actions necessary to accomplish the driving force or overall desired results.
On the right hand side of the plan for 1-1 you will see twelve small boxes which will usually be cut in half. In most situations the top half of the box will be for leads or prospects. The bottom of the box is designed for transactions. This is one of the most important areas for the measurement of success for your plan. It is VERY important that you immediately start to track your leads from this day forward.
In most businesses and organizations individuals are working far too many hours for the results they achieve. Why? They work very hard to generate a lead or prospect, while turning only 1 in 10 prospects into an actual transaction. That means that an individual is not getting paid for 90% of their work. It's very hard to reach your dreams and potential if you are not seeing results for 90% of your actions. Please see the Advanced ActionVision lead tracking form to help you accomplish this.
3. Measurable actions.
This section of the plan is critical because it identifies the specific measurable actions necessary to accomplish the driving force of your plan. These actions should be the important things you are, could be, should be, and hope to be doing. They are NOT necessarily things that you are currently doing. Nor should they all be new actions that you have never done before.
In many situations individuals are already doing most of the actions. The ActionVision system and your certified consultant provide the magic that brings it all together. Many times individuals ARE doing the right actions, they simply aren't doing them in the right order, doing them consistently, or leveraging them to work efficiently together. The ActionVision system is designed to assist you in identifying the best actions, getting better results from those actions, and consistently measuring them. It provides a powerful tool to help you better understand how a specific set of actions work together to help you achieve your personal and professional dreams.
Each action will be quantified. It could be measured by how much time you put into something (e.g.. 15/min/day, 1day/mo), how many times you do something (e.g. 5/day, 30/mo, 4/hr), or by some other means (e.g. 10%/mo, 75%). In some situations the measurement may be more vague (e.g. monthly, weekly, or daily). The stronger the measurement of the actions, the better the results.
The ActionVision certified consultant will assist you in determining the best actions and how to quantify them. Keep in mind that ActionVision is powerful enough to measure how well your actions are contributing to your desired results. The actions and the degree to which you implement them must be congruent with the desired results. If your actions are weak, your results will be weak.
Your actions should be derived from those leading to success in your career. It is VERY UNUSUAL that your actions would change over the next twelve months unless you change positions. What is more likely to happen is that how you implement or execute specific actions within your plan will change dramatically over the next twelve months. This is natural, especially when you are working with an individual certified in ActionVision. They will be able to coach you based on your natural strengths, weaknesses, personality, skills, contacts, and overall dreams and potential.
4. Accountability partners.
Accountability is the most important part of ActionVision. Why do we have over 95% follow-through?
Actually that number can be far less if follow up isn't done by someone certified in ActionVision. If the plan is just developed and turned over to someone to implement, follow-through can be 45% or less.
In addition to the certified individual working with you on ActionVision, it is also strongly recommended that you have three accountability partners. Think of them as your board of directors. Their responsibility is to provide feedback, encouragement, direction, motivation, and to listen to you. These individuals may be co-workers, a manager, a spouse, a parent, or even a child. (Note: Teenage children are the best accountability partners as they give you no leeway!)
We would recommend that you meet monthly with each of these individuals, either as a team or individually.
5. Monthly measurement.
The monthly measurement is the key to making this system work for you. Even if you have no time for anything else, TAKE 3 MINUTES TO SCORE THE MONTH!!! You can always come back and evaluate it at a later date. The marking is simple, so don't make it hard. If you totally complete an action, you get a "big check"; if you do ANY work on something, but don't finish it, you get a "small check" in the small box; and, if you don't do any work on an action, you get an "x" in the small box.
We would recommend that you go easy on yourself the first few months. Most of the time individuals are far too hard on themselves. After you get a "feel" for the system (30 to 90 days) you will naturally push yourself and your scoring a little harder.
6. Scoring and statistics.
This portion of the plan can be complicated and it will take a few months for you to become comfortable doing this on your own without the assistance of your ActionVision certified consultant. Please see the above mathematical calculations for further clarification. It will usually take two or three months to get meaningful data for making important business decisions.
This data is critical to the direction you take your business, organization, or personal life. It is important to work with someone who has experience in understanding what the data means, what to do with that data, and how to best communicate that information to you. If this information is used improperly it can hurt your business and your dreams. The ActionVision certified consultant is trained and tested in personalities and will assist you in understanding what that data means and how to use the information for your best benefit.
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Advanced ActionVision
The advanced ActionVision tools are designed to help individuals attain better follow through on the actions necessary to better achieve their dreams. There are tools and a support system within the advanced systems and there is intensive, continuous development which contributes to the advanced ActionVision system. The following are a couple of the tools that users have found to be very beneficial in creating their WOW experience.
1. Weekly ActionVision.
If you are on the advanced system you will receive your own personalized weekly ActionVision plan. It will look just like your yearly ones, except you will receive twelve monthly plans which can be written on and used as work sheets. You will also receive a desktop laminated version. Each of the four columns is designed to make notes on specific things you would like to accomplish in each actions.
It is recommended that you treat every action just like you would a client or a friend. Set specific times during the week to accomplish the specific parts of the action. On your desktop version it is recommended that you use a dry-erase marker during the month and then erase it at the end of the month.
2. Daily ActionVision.
Having enough time in the day is one of the most challenging things we all run into. One of the best ways to overcome this is to do daily time blocking. Those using the advanced ActionVision will also receive a laminated version which provides you the opportunity to block your time on a daily basis. The nice part of this is that you don't really have to write much of anything as we recommend that you use colors to represent specific actions. We recommend that you stick with the colors we recommend if possible for in-person, phone, and direct mail. Some individuals have also included family and personal items on the schedule as well.
After you have used the daily schedule for a few months (earlier if you are having difficulty doing this), it is recommended that you set up time for Synergy to do a time blocking interview with you. This process will typically take four to six weeks to complete. Once completed, you will have a custom laminated hourly schedule which will assist you in keeping balance in all areas of your life.
Organization Tabs
Tabs (January to December)
We recommend that you review your complete plan and look for areas where you can plan six to twelve months in advance. Many mailing campaigns will fit into this category as well as public relation campaigns. If you are planning any events, such as seminars or trade shows, they should go here, too. Planning well in advance will not only help you avoid overlaps and last minute rushes, it will also help you be more consistent in your efforts.
Using systems such as MaxSys Custom, MaxSys, MaxSys for non-profit, or MaxSys for children are powerful systems designed to help you do more in less time and with greater efficiency. Request additional information from your ActionVision certified consultant about these and other time saving tools.
The forms printed directly on the monthly tabs are designed to assist you better plan each month. By taking an extra hour monthly to complete the plan on that month's tab, you will have a much better idea of how to most effectively work and fully utilize all available resources.
Tabs (1-1 to 1-25)
The tabs in this section are to be used for filing anything related to the specific actions within your personal plan. This is very helpful in organizing the specific pieces of information. This section also should be used to provide additional detail on each action, as necessary. As the amount of information filed under each action grows, be sure to review it periodically. You will find items no longer needed and others in need of reorganization.
You may write on the tabs, three hole punch pieces of paper, or use plastic slip sheets to place items behind each tabs. This detailed filing system will help you maintain order as you implement your plan and refer back to completed plans. It is also a great way to pass along information, knowledge, tools, systems, and attitudes to others that may be taking over your current position as you advance within your career and life.
The front portion of each tab will walk you through the action determining why it is necessary, how it may fit in with the other actions, and what major steps are needed to complete each action. Completion of the front portion of each tab is optional but encouraged. The back portion of each tab is mandatory if you wish to maximize the benefits of the system. The back portion will cause each action to come "alive" providing specific assignments and steps to do each month. See page 37 through 39 and Appendix I for additional information.
Synergy Solutions, Inc. has invested a great deal of resources in developing the Life Masteries Institute. This non-profit corporation is bringing the ActionVision system, as well as other Synergy products and services, into schools, churches, and other non-profit organizations. The purpose of this foundation is to offer tools to assist non-profit organizations and the individuals who work for them by reaching their potential without incurring any costs.
Synergy has always believed that businesses should invest in their community. Synergy as a company has been blessed over the years and it is our passion to provide our sophisticated tools to those who would not normally have the ability to pay for them. There is no charge for those individuals or organizations who use any one of the tools, systems, or services through the non-profit side for those approved by the non-profit board. The foundation is funded through gifts, personal sponsorships, corporate sponsorships, and Synergy Solutions, Inc.
The Life Masteries Institute Vision Statement:
Implementing powerful life principles by using tools, systems, technology, and multimedia for every individual in all corners of the world, regardless of ability to pay, to assist people in reaching their own potential, personal fulfillment, and life dreams.
Who is eligible?
Students, homemakers, personal plans, non-profit organizations, community organizations. Basic guidelines: Individuals or organizations who are not earning money from the use of their plans.
What is the charge?
If an individual or organization qualifies and is approved by the board of the non-profit foundation there is no charge to the individual.
How are the services and products paid for?
1. Individual contributions, 2. Corporate sponsorships, 3. Grants, 4. Personal sponsorships, 5. Synergy Solutions, Inc.
If you know of non-profit organizations or individuals who may benefit from any of Synergy's products or services, please call our toll free number for additional information. If you, your company, or someone else you know may be interested in participating through time or financial contributions please call toll free for additional information. (888) 789-7878
Examples of Sponsorship Recognition
Dan Graham, Owner, Compass Mortgage Company would like to congratulate you for using the ActionVision system.
I would personally encourage you to diligently work the system as it will assist you in reaching your dreams. I personally consider it a privilege to make a small contribution to your life and trust that these systems and tools will help you as they have helped me to reach my personal dreams. If I can be of personal assistance to you in any way please feel free to give me a call. I look forward to knowing you've reached your fullest potential.
Jack Eastman, President, interconnection:eastman would like to congratulate you for starting ActionVision system.
Having direction to one's life is critical to fulfilling your true potential. This system has the power to assist you in reaching your potential. We have assisted with the investment needed for you to personally use the system because we believe in the difference one person can make in the world. By following through on this system we expect that you will be one of the individuals who makes a difference.
Examples of Sponsorship Recognition
Roberta Pulse and West America Company would like to congratulate you for using the ActionVision system.
Being successful in one's career is important but as you learn in life, helping others is more rewarding than personal success. West America Company has made a large investment in this system for you because there have been individuals throughout the years who have made investments of time and money for us. Your thanks to me will be in following through on the system and the sparkle in your eyes as you see what you can contribute to the world around you.
Mark Boersma, President, Synergy Solutions, Inc. would like to congratulate you for implementing the ActionVision system.
Know your priorities! Live by them! Have the passion to reach your potential! My personal priorities are #1-Personal relationship with God, #2-Relationship with my wife, #3-Relationship with my children, #4-Career. Being successful in one area is relatively easy. I want to assist you in reaching success in every one of your priorities. I look forward to putting the full resources of Synergy Solutions, Inc. to work in helping you follow through on your goals and dreams.
WestAmerica Company
X-Ray Information
Through many years of development Synergy has created a visual tool which helps you reach your dreams faster. It does this by allowing you to better understand your business, organization, yourself, and those working with you. Most individuals starting on ActionVision are now using the business x-ray to speed the process of getting themselves up-and-running faster.
If you use the x-ray you will not only get off to a faster start, but you will have a stronger foundation on which to build. The x-ray also provides a measurement tool to compare where you are now in your business to where you were in previous months. Most individuals will have an x-ray taken every quarter.
The business x-ray, in addition to other tools and services provided by Synergy, assists you in bringing added value to your key accounts. They will also assist you in better understanding their needs, which in turn, will provide the opportunity to bring added value services to them.
Synergy is in the process of developing the following x-rays:
- Upper management
- Recruiting
- Whole company
- Operations
- Husband and wife
- Parent
- Children
- Non-profit (Church, community, chamber)
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A r e y ou w o r k i n g ha r d e r t ha n y o u s hou l d ? W h a t pe r c en t a ge o f y o u r w o r k do y o u ge t p a i d f o r ? T he a v e r age s a l e s r ep g e t s p a i d f o r 10 % o f t he w o r k h e doe s . If y ou ' v e e v e r h ad a f e e li n g t h a t y ou s h o u l d be e a r n i n g a l o t m o r e f o r t h e t i m e y o u ' r e pu tt i ng i n , y o u r' e p r o b ab l y r i g h t. T h i s s y s t e m w i l l f o ll o w u p w i t h e v e r y o n e o f y o u r p r o s p e c t s i n a w a y t ha t i s u n i que t o t he w a y y ou d o bu s i n e s s T h i s sy s t e m w ill h e l p y ou t o c o n v e r t m o r e o f y ou r p r o s p e c t s a n d w ill w o r k t o g e ne r a t e m o r e p r o s pe c t s , he l p i ng y o u a c h i e v e y o u r W O W i n c o m e go a l w h il e w o r k i n g f e w e r hou r s
A r e y ou g e tt i ng p a i d w h a t y o u ' r e w o r t h ?
P A M ( P r o s pe c t A tt r a c t i on / M anage m e n t )
S A M ( S a l e s A ss i s t an t M anage m e n t ) s y s t e m H a v e y ou b e en s ea r c h i n g f o r t h e pe r f e c t e m p l o y e e w h o w o r ks w i t hou t d i r e c t i on , r equ i r e s no t r a i n i ng , i s e x t r e m e l y p r o f i t ab l e , and h e l p s y ou d e v e l op l o ngt e r m p r o f e s s i o na l r e f e r r a l s o u r c e s on y ou r beh a l f ? Y ou r SA M t ea m w il l be m a de up o f 34 h i gh l y t r a i n e d i n d i v i dua l s w ho a r e de v o t e d t o h e l p i n g y o u de v e l o p o v e r 7 0 p r o f e ss i on a l r e f e r r a l s ou r c e s O v e r 30 0 c o mm u n i c a t i on s ( p h one , em a il , f a ,x m a il ) g o ou t o n y o u r beh a l f e v e r y m o n t h W O R K L ESS EA RN M O R E !
Input from your ActionVision certified consultant as well as your other accountabilit y partners can also be of great assistance.
As you are completing individual assignments for each action, it is best to immediately schedule those activities in whatever time management system you are using. You may also use Appendix C1 if necessary for daily time blocking. Taking five minutes per week to quickly review each action by paging through the tabs will improve follow through.
It is recommended that you complete the "monthly detail of this action" for the next month when you complete your monthly ActionVision plan. It is easiest to break the action into specific assignments to maximize the outcome for each action. Once you ar e proficient in completing the action, then use Example p.39 Appendix I ("Monthly AV Page") to further enhance follow through productivity. We should always be looking for ways to increase the results of a particular action and in most situations reduce t he time it takes us to do that action.
This page will help define what you believe should be accomplished each month for each action. It is recommended that for every action a specific assignment be given e very month using this page. This page is also on the back side of the 1-1 to 1-25 tabs
know what should be done each month to receive a "big check" for a completed action.
VERY IMPORTANT INFORMATION!
With many actions it can be difficult to
Monthly AV Page
Please select the two most important actions during the first month and complete the appropriate detailed pages for their best implementation. It is recommended that a n individual complete the detail pages for two actions each month. An individual may do more but it is important that an individual does not take on more than they are able to do and burn themselves out.
This page is printed directly on the front page of the 1-1 to 1-25 tabs. This section is designed to give an individual further assistance in understanding and implementing the specific actions of their plan. It is recommended that the individual and the company select the most important actions to develop further detail and then slowly work throug h the remainder of the plan. It is important to remember that what an action means to you currently and what it mea ns to you as you grow in using the system may change dramatically, while the action in essence remains the same.
Detailed Action Explanation
C. Review budget and profits from money invested into business.
B. Deposit money into account.
A. Set up business account.
(___/___/____)
(___/___/____)
(___/___/____)
Yes/No
Yes/No
Yes /No
6. Specific Steps For Action and Projected Completion Date : Ongoing
b. ActionVision accountability partners.
5. People who need to be involved in completion of action: a. Spouse.
b. Discipline to put money from every paycheck into savings. c. Budgeting and reviewing financial investments to ensure greatest return.
4. Resources or materials needed to complete action: a. One business account.
3. Detail of action: We typically recommend that you invest at least 10% to 20%. If you set very large goal s or try to do things in a short period of time, you may need to invest a great deal more. A business account should be set up, and every month a percentage of your income should be assigned to that account. To receive a large check mark on your ActionVision plan, you need to assign the money to the account but not necessarily spend (invest) it on their business. Money can be used for any business purpose-education, equipment, entertainment with clients, etc.
c. When business/ career opportunities arise, we typically don't have the time or money to take advantage of these opportunities. To take advantage of the best opportunities we must plan ahead and save for s uch an occasion.
b. The more you invest, the greater the growth and the faster it will happen.
a. A strong foundation will be in place for long-term growth, and it will take your career or business to levels that often are not seen in the short-term.
2. Benefits received by completing action: Individuals will accomplish three major things by doing this action:
1. Purpose of action: This action is designed to assist an individual in building a business or career and accomplishing more in less time.
Action Name: Invest %/$ of gross income back into b uilding my business. .
Action #
AV Code: B0$-a
Date: ___/___/_____
C. You and child read and complete E05-b-pa. (___/___/____)
B. Complete E05-b-aa. (___/___/____)
A. Create a journal. (___/___/____)
Extra BenefitBut do not wait on doing these!
C. Do it! (___/___/____)
B. Schedule time. (___/___/____)
A. Talk with child. (___/___/____)
Ye s /No
Yes/No
Yes/No
Yes/No
Yes/No
Yes/No
6. Specifics Steps For Action and Dates: To Be Accomplished By: Ongoing?
5. People who need to be involved in completion of action: Parent, child
Add some imagination, creativity, fun, excitement, and energy, and mix it all togethe r with love. Keep a journal to record the shared learning experiences, the fun times, and the qualities you enj oy about one another. It often is easiest and most effective if things are scheduled twelve mont hs in advance.
4. Resources or materials needed to complete action: A loving parent and a child that needs to be loved.
3. Detail of action: Work with each child and build an inventory (see E05-b-aa) of my child's strengths, weaknesses, dreams, goals, and passions in life. Make sure that I understand my child's na tural strengths and weaknesses based on their personality (see E05-b-pa). It is usually recommended that forms be completed at least once a month, but this will depend on the child and family. Continue to seek feedback from the c hild on whether or not they are having fun and how both the child and the parent can benefit by this special individual time together.
2. Benefits received by completing action: I will be investing my life in my children. The time invested with each child will benefit them as they grow and develop. It will also build the "emoti onal bank account" for these challenging times and will lay a solid foundation for a strong relationship.
1. Purpose of action: This action is designed to build a better lifelong relationship with each child I have been blessed with. This prescheduled time will also lay the foundation of taking time to he lp them deal with challenges they are facing and in steering their personal growth.
Action Name: Spend special quality time with each child individually. .
Action #
AV Code: E05-b
Date: ___/___/_____
Mark Boersma President, Synergy Solutions, Inc.
Sincerely,
There are three levels of ActionVision Certification that an individual may e xplore. Each level is designed to further extend the power of the systems by making a difference in an individua l's personal life as well as his or her career. Each level requires classroom tr aining, ongoing planning experience, and maintenance of yearly standards. We look forward to assisting you and will work with you to take everyone you know to their ne xt level of success through your certification. It is great to see visionary indiv iduals like yourself seek systems and tools which can help their teams achieve their life goals. I w ould recommend that you keep track of your ActionVision experience as you will receive credit for all work completed. Keep up the good work!
With ActionVision, we have seen an average increase in productivity of 35% in the first sixty days. With the ActionVision certification program, we maintain the highest standa rds of retention and demand a 95% follow-through rate of all individuals certified. The ability of the systems to serve as scientific indicators and predictors of success is so amazing that if an individual completes an average of 90% of the actions on their personalized plan, they wil l achieve 94% of their desired results. For these reasons, ActionVision systems ar e becoming the management and business development tools of choice for leaders around the world.
The flexibility of the program, combined with the ease of use and long-lasting effect s of the systems in place, will provide a unique combination of growth potential and return on money invested, which can take you to a whole new level within your career and life.
ActionVision Certification The ActionVision certification process is a highly dynamic, interactive tra ining and personal development program. It has been designed to bring an individual to the highest level of business, personal, and organizational planning; goal setting; and business coaching expert ise.
Help family members, friends, or co-workers.
Bring added value to key clients or vendors and tie their business back into yours.Assist others in your company or organization.Take your knowledge and expertise to the next level.
Earn additional income.Save you time in your leadership responsibilities.Save you and/ or your company money.
Reasons to become certified:
We trust you are finding the ActionVision systems to be powerful in helping you achieve y our dreams in every area of your life. Many individuals see so much success with Acti onVision that they would like to help others become more successful. The certification process is comprehensive, does not take a great deal of time, and can assist you in reaching beyond your dreams in every area of your life by allowing you to help others achieve their dreams.
Dear ActionVision Team Member:
Certification version 3.00
ActionVision
Once individuals achieve certification, they must maintain certain levels of re sults, yearly training, and the highest level of values, work ethics, and loyalty . If an individual does not maintain an acceptable level of results, additional training and mentoring will be required. If an individual violates values, has a poor work ethic, or does not demonstrate loyalty, there will be a peer review, and actions will be taken to correct the situa tion. In certain extreme instances, individuals may have their certification revoked. A high standard must be maintained to protect those being placed on ActionVision, those individuals that are affected by ActionVision, and all who maintain their ActionVisi on certification throughout the world.
Certification Maintenance:
Provide the necessary training and support to utilize the full capabilities of the ActionVision systems by unleashing your skills, knowledge, abilities, and vision without adding to your current work load.
Purpose of Certification:
Step 3
Step 2
Step 1
Ongoing training and assistance.
Begin implementing and gain immediate results.
Initial training to begin process of certification.
Standard process for being certified:
Certification will benefit executives, managers, group/ team leaders, acc ount executives, and anyone interested in helping others reach their dreams.
Individuals find that ActionVision assists them with their leadership responsibili ties for which they have had insufficient time or tools in the past. It will help you more effectively and efficiently manage activities, clients, employees, tas ks, and goals, and it guides you in applying the knowledge.
The time requirements are kept to a minimum for certification. With levels 1 and 2, any individual should be able to maintain their current responsibilities, become certif ied, implement the systems, and have extra time at the end of each week. Level 3 is designe d only for those individuals that would like to certify others in the ActionVision systems .
Time Requirements:
3. Ongoing training and maintaining certification. There are minimum training and testing requirements that an individual must mainta in on a yearly basis to ensure optimal quality and performance of the tools and systems. The degree of yearly training depends of the level of certification, requirements , and expectations of the individual and possibly the company/ organizational sponsor, and overall performance of the certified trainer. Training courses will be held throug hout the year, and customized training is sometimes offered to a company. Video training and Internet training is currently being developed.
(See individual sections)
2. Individual plan/ book development, maintenance, and management reporting.
(See individual sections)
1. Initial certification training and implementation.
There are three areas of investment for certification.
Synergy has spent years developing the certification program and will continue to inve st its resources to ensure that each company receives great value for its invested t ime, energy, and financial resources. Our goal is to assist each new certified consult ant to be the best they can be. For the systems to help each individual achieve their full potential , they must be excited about using the systems, use them successfully, and gain enormous benefit in all areas of their lives.
The ActionVision systems have taken thousands of hours to develop over a period of many years. Millions of dollars in time and money have been invested into the development of these comprehensive systems, which are extremely powerful, require little time, and are so easy that children use them. While the systems are extremely powerful, they are only as good as the certified trainers and those using the sys tems allow them to be.
The ActionVision certification process is just that -a process. The systems are so dynamic that new capabilities, tools, and training are added consistently. The certification process does not require a significant amount of time, but the time inve sted is extremely intensive. We have designed the process so that completion of the initial certification traini ng will allow you to begin using the systems under the guidance of your own certified Level 3 trainer within a very short period of time. Additional time requirements for the tra iner involve committing a few hours a month to perform their duties as trainer and several days of additional training per year to maintain certification. Some individuals ta ke advantage of additional training, testing, and advancement of their certification st atus, and others will apply only a minimum of their time. As in any area of life, the more you put into it, the more you will get out of it.
Note: All travel, lodging, and other expenses are the individual's responsibility.
Payment: 50% due up front and remainder due in three months.
Maintain certification $ 75+/month Management reporting and consulting
$ 18/plan/month
$980/standard plan* Level 2 certified individual performs interviews and develops individual plan (complexity level: 1) (* Complex plans at higher rate.)
Investment per plan: (Once you have your own certified trainer)
5 plans $ 7,320 savings per year 50 plans $ 73,200 savings per year 100 plans $146,400 savings per year
(Also available in a six-month plan.)
Savings of $1,464 per person for twelve months of coaching, reviews, and analysis.
Savings to a company:
$ 970 per person to become a certified trainer What is included?Introductory day of group trainingThree months review of plans implemented by non-Synergy trainerCertification training manualOne day of follow-up trainingA threeto five-hour final exam (Generally administered between months three and ni ne.)A certification plaque (Presented after the final exam is passed and all o ther requirements have been met.)
Certification Investment:
Overview: Basic introduction to the systems and tools behind the ActionVision program. An individual is able to see the operation of the systems, the progress of individuals within their personal plans, the correlation of an individual's actions and results, and the appropriate plan of action over the coming months. Level 1 certification allows an individual to complete monthly ActionVision reviews and offer monthly follow-up, coaching, and consulting on the systems. (Available in a sixor twelve-month plan.)
Provides Ability To: Complete monthly ActionVision review for others who currently are using ActionVisi on.
Level 1
Certification
$ 18/ plan/ month To maintain certification $ 75+/ month Management reporting and consulting Payment: 25% due up front, 25% due in three months, and the remaineder due after another three months.
Investment per plan: (After certification) $ 270/ plan Standard plan + $ 190/ plan If you choose to upgrade to advanced ActionVision (Colored desktop plan, advanced ActionVision book, and training videos.)
100 plans $198,400 savings per year
50 plans $ 99,200 savings per year
5 plans $ 9,920 savings per year
Savings to a company: By supplying your own Level 2 certified trainer, you can save $1,984 ($520 + $1,464) per person placed on a plan for twelve months of coaching, review, and analysis.
Two days of introductory training"Quick" reviews of plans by Synergy Solutions for the first three monthsA six-month review of implemented plans by Synergy SolutionsThree monthly "overview reviews" of all plans in processManagement Masteries report analysis by Synergy Solutions for the first t hree monthsCertification training manualFiveto ten-hour final exam (Generally administered between months six and twel ve.)Two days of follow-up training (Usually completed three to six months after initia l training.)
What is included?
$ 3,850 per person (Individual needs to complete level 1 training before starting level 2 training, but it can be given in one combined session for $4,820)
Certification Investment:
Provides Ability To: Complete initial ActionVision interviews and advanced monthly ActionVision reviews Overview: This level provides a certified consultant with the ability to both review existing ActionVision plans and develop new plans. An individual will learn how to complete the ActionVision interview process and work with Synergy Solutions to fully develop a 12month business plan in about one hour per person. This level greatly reduces the cost for the systems and transfers in-depth knowle dge to the individuals who can best utilize that information. Using the powerful systems within ActionVision in conjunction with the "in-house" trainer's specific company and/ or industry experience, the trainer can provide a balanced view of business challenges and can plot a creative course to conquer the challenges.
Level 2
Certification
Level 3: $ 11,260 fee per trainer ($28,150 regular price, a savings of $16,890)
Level 2: $ 1,540 fee per trainer ($ 3,850 regular price, a savings of $ 2,310)
Level 1: $ 385 fee per trainer ($ 970 regular price, a savings of $ 585)
A company can save substantially by having its own Level 3 trainer. Individuals then can be trained by that trainer based on the following fees:
Savings to a company: Save approximately 60% on each individual certified at each level.
Six months of Management Masteries report analysisExecutive training manualA two-day final exam (Usually presented between months twelve and twenty -four.)Two days of follow-up training (Usually completed at least six months after initia l training.)
What is included?Two days of extensive "train the trainer" instructionTwelve months of executive level supportTwelve-month review of level 2 trainers
Attend two other certification training programs with mentor who must be level 3 ce rtifiedRun two full level 2 certification training programs with mentor
Requirements:
Certification Investment: $ 28,150 per person (Individual needs to achieve level 2 before startin g level 3 training.)
Overview: This is the most advanced designation given to individuals outside of Synergy Solutions, Inc. It is an extremely high level of "train the trainer" instruction. This trai ning/ mentoring program transfers in-depth knowledge about the systems and tools and provides a character development program to ensure the systems' quality and integri ty. This is for the benefit of the one achieving Level 3 certification status as well a s future trainers mentored by this individual. The increased investment at this level can be leveraged into massive individual, compa ny, or organizational gain when implemented by key high-level individuals who transmit the tools throughout the organization. Typically it will take years of experience and application to achieve the full level of certification. In most situations, individuals will work full-time to implement ActionVision. Only those individuals with the highest qualifications and achievement within the level 2 certification program are qualified to participate in the level 3 program.
Level 3 Certification Provides Ability To: Provide training to others to become certified with ActionVision.
$ 18/ plan/ month
Maintain certification $ 75+/ month Management reporting and consulting Payment: Five quarterly payments of $5,630. First payment due up front.
Standard plan and ActionVision book development + $ 190/ plan Up-grade to advanced ActionVision (Colored desktop plan, advanced ActionVision book, and training videos.)
Group savings: (20 individualslevel 1 and 10 individualsleve l 2)
The following will show how this translates into major savings, which will quickly pay for the $28,150 fee to become a Level 3 trainer.
Level 3 Certification (cont.)
SIDE
9) What could be improved in this business planning session? 10) Please list 2-3 overall comments about the service you received from your c ertified consultant.
8) How would you rate the initial business planning session and the concern you believe the certified consultant has for helping you reach your personal dreams.
7) How would you rate your certified consultant's knowledge of your own personal needs as well as your company's/organization's needs?
5) If you follow this planning system on a monthly basis, how much additional income (if applicable) do you believe you will be able to generate? Transactions: _________ or Percentage Increase: _______% 6) How would you rate your certified consultant's knowledge of the important factors t o develop within your plan?
4) What is the likelihood that you will continue to follow this plan throughout the year?
3) How much do you believe ActionVision systems will help you focus on increasing productivity?
Please answer the following questions by selecting a number between 1 and 10 (10 bein g best): 1) Over the last 12 months did you have clearly defined goals? Yes [ ] No [ ] 2) In the past, how would you rate your efforts to review and implement your goal s and/or plan on a monthly basis?
S o l u ti o n s , I n c. w w w s y n e r g y s o l u ti o n s n e t a vms y n d o c 0 9 17 9 6
P r e s i d e n t , S y n e r gy
S o l u t i o n s , I n c .
C o m p a n y : P hon e : ( ) -
Y es [ ] N o [ ] N a m e : T h a n k y ou, Ma r k B o e r s m a
19 ) W ou l d y ou b e w i l l i n g t o ca l l t h e a bo v e i n d i v i du a l s a nd p r o v i d e a r ec o mm e nd a ti o n ?
4 ) ___ ( ) _____-
3 ) ___ ( )
18 ) Y ou r c e r t i f i e d c on s u l t a n t h a s b u i l t h i s / h e r b u s i n e ss a l m o s t e n t i r e l y on r e f e r r a l bu s i n ess I f y ou b e li e v e w e w il l a s s i s t y ou i n a c h i e v i n g y ou r d r ea m s , w e r e qu e s t o n e t o f o u r r e f e r r a l s N a m e C o m p a ny P o s i ti o n P hon e N u m b e r 1 ) ___ ( ) _____2 ) ___ ( )
17 )
W ou l d y ou r ec o mm e n d t h i s s y s t e m t o f r i e nd s a nd ass o c i a t e s ? Y es [ ] N o [ ]
16 )
W ou l d y ou r ec o mm e n d t h i s s y s t e m t o y ou r k e y r e f e r r a l s ou r ce s ?
Y es [ ] N o [ ]
[ ] ______ [ ] ______ [ ] ______
15 ) W h a t o t h e r t r a i n i n g o r p r odu c t s w o u l d h e l p y ou a c h i e v e y ou r bu s i n e ss g o a l s ?
[ ] S e l li n g s t r a t e g i e s t o k e y acc oun t s [ ] S p ea k i n g A s A P r o ®
14 ) W ou l d y ou b e i n t e r e s t e d i n t r a i n i n g ses s i on s on : [ ] P e r s on a l i t y s t y l e [ ] T i m e m a n a g e m e n t [ ] A c t i o n V i s i on c e r t i f i c a t i on t r a i n i n g [ ] P r o j e c t m a n a g e m e n t s y s t e m t r a i n i n g
13 ) C a n w e u se y ou r c o mm e n t s , n a m e , c o m p a n y n a m e , a nd bu s i n e ss p hon e i n m a r k e ti n g m a t e r i a l s w e d i s t r i b u t e t o p o t e n t i a l c l i e n t s? Y es [ ] N o [ ]
12 ) W h a t a r e on e o r t w o o f t h e b es t i d e as y ou r ec e i v e d fr o m t h e b u s i n ess p l a nni n g ses s i on ?
11 ) W h y w ou l d y ou r ec o mm e nd t h i s b u s i n ess p l a nn i ng s y s t e m t o o t h e r i n d i v i du a l s o r c om p a n i e s?
