Rebuild Your Business
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Title: KANKETA ACADEMY - FREEDOM FILES KANKETA ACADEMY OF BUSINESS SCIENCES
FREEDOM FILES EVERYTHING EVENTUALLY.
____________________________________ LEARNING AND USING YOUR BUSINESS ECOSYSTEM
A curriculum that gives the Business Owner a minimum of $10,000 a month in Retirement or as an Absentee Owner Beats the odds of Saving for retirement
50 files required to get the highest bid in a Company Sale or Lease. Your Freedom File should be made part of your Will.
FINANCIAL FREEDOM is a 5 year renewable window. COMPONENTS of the Freedom File: Purpose, Target, Budget, Timeframe (5 years)
MODULES ARE COMPILED SEQUENTIALLY
ALL FREEDOM DOCUMENTS AND RELATED SERVICES ARE FOUND UNDER THEIR RESPECTIVE FRAME NUMBER
SUPPORT Every module is supported by a Subject Matter Expert who may be independently engaged as needed
TIMING The Freedom Track program is timed for 60 weeks. 50 weeks are implementation weeks. 10 weeks are time-off weeks.
RULE: ALWAYS FOLLOW YOUR OWN SCHEDULE, NOT OURS. Do what works for you, in your time, for your reasons, in your priorities.
THERE ARE TEN FRAMES (Categories of Effort) EACH FRAME has Education and Application Components EACH FRAME of FIVE TOPICS requires 2 session hours and at least one execution (testing) period.
_________________________________________________________ LEARNING METHODOLOGY - EDUCATION / APPLICATION FORMAT
All modules follow a singular format: DIA - EMAIC
SESSION 1: EDUCATION - Zoom or Live
Week 1: PLAN - The Current Situation D efine the problem/ need (specifics) I dentify the root cause. Why does this problem exist? A ssess the possible solutions and the necessary resources to fix the root cause
Week 2: DO Assignment, Instructor Check-In and Progress Notes E xecution Test the solution. Step by step Standard Work instructions.
SESSION 2: APPLICATION - Any communication media (phone, Zoom, Live)
Week 3: CHECK M easure the results. Quanitify the starting and stopping point. Measure the difference with step rates. A nalyze the process. Did it work as planned? Why or why not?
Week 4: ADJUST I mprove the process. C ontrol Failproof the outcome. Toss, Keep, Standardize, Train.
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SIX ACADEMY PROGRAMS
1. SELF DIRECTED - EDU ONLY - (THEY DO) expects no measurable results from Kanketa Pay Per Session Business Owner Wants Random Education - Their Target, (may skip), Their Budget, Their Timeframe (Detours and Diagnostics) purchased programs are uploadied into VCITA by a Kanketa Administrator
Individual Session Fee ($ )
2. INSTRUCTOR GUIDED - EDU and APP COLLABORATIVE - (BOTH DO) (2 Sessions - EDU + APP) - expects no measurable results from Kanketa Business Owner Wants Guidance with Random Education Their Target, (may skip), Their Budget, Their Timeframe (Detours and Diagnostics) purchased programs are uploadied into VCITA for the Student and for the Guide by a Kanketa Administrator
$600 per Topic - One topic of 2 Sessions. May be purchased in Kanketa Products /Services Inclusive - no further costs
Tools and Materials included: 30-Day Use of the Kanketa Work Site Access to recorded class sessions Downloadable WorkBook of Class Materials Accountability Tools - logs activities Success Measurement Tools Printed Standard Work
3. INSTRUCTOR GUIDED - EDU and APP - (THEY DO) GROUP SESSION (2 Sessions - EDU + APP) - expects no measurable results from Kanketa Kanketa Target, Kanketa Budget, Kanketa Timeframe (Detours and Diagnostics) purchased programs are uploadied into VCITA by a Kanketa Administrator accessible to the Student and to the Guide
$200 Per Student - Minimum four students per Topic Inclusive - no further costs
Tools and Materials included: 30-Day Use of the Kanketa Work Site Access to recorded class sessions Downloadable WorkBook of Class Materials Accountability Tools - logs activities Success Measurement Tools Printed Standard Work
4. INSTRUCTOR GUIDED - EDU and APP COLLABORATIVE (2 Sessions - EDU + APP) - expects specific measurable results: Our Target, (may not skip), Our Budget, Our Timeframe SEQUENTIAL FREEDOM TRACK GRID - Purchased monthly from the Grid. Select the next session (green button)
$ 7,500 for 12 Topics - One topic of 2 Sessions per month. $300 Overview Program + $600 per topic Inclusive - no further costs
Tools and Materials included: 30-Day Use of the Kanketa Work Site Access to recorded class sessions Downloadable WorkBook of Class Materials Accountability Tools - logs activities Success Measurement Tools Printed Standard Work
5. ADMINISTRATOR ASSIGNED - COLLABORATIVE (2 Sessions - EDU + APP) MANAGER TRAINING - expects specific measurable results from their team: Business Owner Assigns their Administrator to get education Their Target, (may skip), Their Budget, Their Timeframe (Detours and Diagnostics) purchased programs are uploadied into VCITA by a Kanketa Administrator accessible to the Student and to the Guide
$400 Per Manager per Topic EDU is conducted in a Group, APP is conducted one-on-one Inclusive - no further costs
Tools and Materials included: 30-Day Use of the Kanketa Work Site Access to recorded class sessions Downloadable WorkBook of Class Materials Accountability Tools - logs activities Success Measurement Tools Printed Standard Work
6. KANKETA ASSIGNED - SYSTEM MANAGED - expects specific measurable results from the Kanketa team: Kanketa Administrator is assigned the tasks of the owner
P/D/C/A $600 Per Topic Inclusive - no further costs
Tools and Materials included: 30-Day Use of the Kanketa Work Site Access to recorded class sessions Downloadable WorkBook of Class Materials Accountability Tools - logs activities Success Measurement Tools Printed Standard Work
FREEDOM FILE FIFTY TRAINING GRID
10 LEVELS - (5 MODULES - 4 SESSIONS each)
BUSINESS OWNER ACADEMY ORIENTATION
One Time Set-Up Initiation Fee: $350
1. Interview
We are passionate about helping those owners who are serious about their business development. They have both the desire to grow and are willing to make the necessary changes to do so. We will contact you for an initial 30-minute interview by phone or zoom to understand your personal and career goals and direction.
2. Business Assessment and Financials
We conduct an assessment of your business. Your financials (P&L and Balance Sheet) will tell us the condition of your business, what money management systems are currently in place and what more you might need to ensure that you are a structurally viable company.
3. Baseline DTI Score
Uncovering your “DTI” (Debt-to-Income) is a critical step for establishing a starting point. This score gives us a true and accurate financial picture of the health of your business, its current value, and what specific steps are needed to improve its health and performance. The DTI Score establishes the best course of action and the level of tools and resources you will need.
4. Monthly Kanketa Membership
Your monthly membership level will be determined based on your DTI Score: $40 Bronze, $60 Silver, $80 Gold, $100 Platinum. This is a non-refundable investment that is not part of the setup, that will give you access to all the fundamental tools at each level that you will need for the rest of your professional career. These tools keep your business safe and moving forward. You will have your own worksite, learning lab, and customer management system for this. You may cancel at any time without recourse, although re-entry restarts the process at the beginning. (Sign up at Kanketa.com)
5. Gallup – (Self-Directed. Cost Not included in the Initiation Fee)
A Gallup assessment tells us how fast your business can move forward. (Self-Directed)
6. Team Specialist Assignment
Again, based on your DTI results, you are assigned to a “Business Lifecycle” Specialist This is your personal Guide and “Go To” along your journey. This could be a Professional Coach or a Business Advisor.
7. Kanketa Worksite Orientation
A Support Team Manager will walk you through all the features of your Kanketa worksite. Your coach will set up your budget, sales, expense, and your profit targets for the year. We have many ways to help clients achieve their goals.
8. Conjugation and Scorecard
Your Guide will complete a “Budget Conjugation” of your business. A Conjugation corrects all of the errors in your Profit and Loss Statement and Balance Sheet.
9. Your Owner Net Profit Distribution
You are in business to make a profit. The NBEC uses the Heartland payment system, to manage your profit and ensure that the proper amount of taxes are filed accurately and in a timely manner.
Along the way there are services that will require an investment, depending upon how far and how fast you want to grow. From perfect bookkeeping to contracts you might need, to day-to-day help in challenging situations, to general business guidance, we’ve got you covered.
___________________________________________ CURRICULUM
After Orientation
F0: STRENGTHEN YOUR FOUNDATION
OPCO
You Aren't Your Business SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F0M0: 5 Corporate Structures SESSION 2: APPLICATION - Phone, Zoom or Live F0M1 Compliance
Choose An End-Game SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F0M2 SESSION 2: APPLICATION - Phone, Zoom or Live F0M3
Build A House of Value - Positions Overview SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F0M4 SESSION 2: APPLICATION - Phone, Zoom or Live F0M5
Money Management - Overview SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F0M6. Equipment Funding, Bridge Loan, Factoring, Cashflow Loan ,Real Estate Loan SESSION 2: APPLICATION - Phone, Zoom or Live F0M7
Taxes Overview SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F0M8 How Taxes Work (Marginal Tax Brackets) SESSION 2: APPLICATION - Phone, Zoom or Live F0M9
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F1: ACHIEVE FINANCIAL BALANCE
OPCO
Begin with A Predictable Profit SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F1M0: What Is "Profit"? SESSION 2: APPLICATION - Phone, Zoom or Live F1M1 How Much, Where is it, When Can I Spend?
Non-People Costs SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F1M2 Fixed and Semi-Variable Costs SESSION 2: APPLICATION - Phone, Zoom or Live F1M3 P&L Conjugation
People Costs, Margin Cost Ceiling,
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F1M4 SESSION 2: APPLICATION - Phone, Zoom or Live F1M5
Cost of Goods Sold, Cost of Quality
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F1M6 SESSION 2: APPLICATION - Phone, Zoom or Live F1M7
EDU: Annual CESTA - $10,000 SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F1M8 SESSION 2: APPLICATION - Phone, Zoom or Live F1M9 Current Economic Stimulous Tax Allowances (benefit to OPCO) $2,500
Certification: Keta Wan - White Out
_________________________________________________________________________________________ F2: RESOLVE YOUR CRITICAL NEEDS
OPCO
To Be Announced
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F2M0 SESSION 2: APPLICATION - Phone, Zoom or Live F2M1
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F2M2 SESSION 2: APPLICATION - Phone, Zoom or Live F2M3
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F2M4 SESSION 2: APPLICATION - Phone, Zoom or Live F2M5
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F2M6 SESSION 2: APPLICATION - Phone, Zoom or Live F2M7
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live
F2M8. EDU Annual Accountable Reimbursement Program - $10,000 SESSION 2: APPLICATION - Phone, Zoom or Live F2M9 Tax Deduction to the Business (benefit to OPCO) Reduces Business Owner's OPCO Net Profit by a minimum of $10,000 a year $10,000 X approx. 12% (Marginal Tax Bracket) gives business owner approx. $100 /mo.
_________________________________________________________________________________________ F3: IMPROVE YOUR DTI
OPCO
Debt Management - Overview
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F3M0 Debt Reduction - Cost Identification SESSION 2: APPLICATION - Phone, Zoom or Live F3M1
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F3M2 Debt Reduction - Cost of Goods Sold SESSION 2: APPLICATION - Phone, Zoom or Live F3M3
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F3M4 Income Improvement - Marketing Increase - Silos SESSION 2: APPLICATION - Phone, Zoom or Live F3M5
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F3M6 Income Improvement - Margin Sales Increase - 8 Pathways SESSION 2: APPLICATION - Phone, Zoom or Live F3M7
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F3M8 Non-People Cost Reduction - Continuous Improvement Credit Score - 5Cs, 30% rule, pay off cards with cards
SESSION 2: APPLICATION - Phone, Zoom or Live
F3M9 Income minus Debt = Cash for Lease Payment (gives owner a draw account of $3,000 /mo.) for a $36,000 Company Lease
Certification: Keta Ni - White IN
_________________________________________________________________________________________ F4: MANAGE WITH A SCORECARD
OPCO
Scorecard Overview - 10 Components / Contour
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F4M0 SESSION 2: APPLICATION - Phone, Zoom or Live F4M1
Scorecard at Normal
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F4M2 Center of Your Financial Universe SESSION 2: APPLICATION - Phone, Zoom or Live F4M3
Scorecard Left to 50% Recovery SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F4M4 SESSION 2: APPLICATION - Phone, Zoom or Live F4M5
Scorecard Right to 150% High Performance SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F4M6 SESSION 2: APPLICATION - Phone, Zoom or Live F4M7
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F4M8 OPCO. $10,000 Owner's Taxable Breakage (1,200 X 12% = gives owner $100 /mo.) SESSION 2: APPLICATION - Phone, Zoom or Live F4M9
_________________________________________________________________________________________ F5: PAY ALL BILLS EVERY MONTH
OPCO
The 30 Day Money Map
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live
F5M0 Day 1 through Day 7 SESSION 2: APPLICATION - Phone, Zoom or Live F5M1
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F5M2 Day 8 through Day 15 SESSION 2: APPLICATION - Phone, Zoom or Live F5M3
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F5M4. Day 16 through Day 23 SESSION 2: APPLICATION - Phone, Zoom or Live F5M5
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F5M6 Day 24 through Last Day SESSION 2: APPLICATION - Phone, Zoom or Live F5M7
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F5M8 Bank of U $50,000 Internal Line of Credit X 20% (gives owner $800/mo.)
SESSION 2: APPLICATION - Phone, Zoom or Live F5M9
Certification 3 Black Out - Keta San
Adds a minimum of $10,800 a year to the owner's personal Net Income at Retirement
_________________________________________________________________________________________ F6: DEPLOY FULL RESOURCES
MANCO
9MS Overview
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F6M0 SESSION 2: APPLICATION - Phone, Zoom or Live F6M1
9MS Management SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F6M2 SESSION 2: APPLICATION - Phone, Zoom or Live F6M3
Monitoring Performance SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F6M4 SESSION 2: APPLICATION - Phone, Zoom or Live F6M5
Monitoring Tolerance Levels SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F6M6 SESSION 2: APPLICATION - Phone, Zoom or Live
F6M7 MANCO Hire Family Members 7 to 17 (gives owner's $1,500/mo.)
F6M8 MANCO $30,000 Taxable Owner Wage (Consulting pays the owner $1,500 /mo.) F6M9 MANCO $20,000 Augusta Rule (gives owner $1,500/mo.)
_________________________________________________________________________________________ F7: DO STANDARD WORK
PROPCO
Genron 10 Part Overview
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F7M0 SESSION 2: APPLICATION - Phone, Zoom or Live F7M1
Workroom 1&2 SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F7M2 SESSION 2: APPLICATION - Phone, Zoom or Live F7M3
Workroom 3&4 SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F7M4 SESSION 2: APPLICATION - Phone, Zoom or Live F7M5
Problem Solving with DIA-EMAIC SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F7M6 SESSION 2: APPLICATION - Phone, Zoom or Live F7M7
F7M8. PROPCO $50,000 Asset Leases X 20% (gives the owner $800 /mo.) SESSION 1: EDUCATION - Face-to-Face, Zoom or Live
F8M9. PROPCO $30,000 Taxable Owner Wage (Consulting pays the owner $1,500 /mo.) SESSION 2: APPLICATION - Phone, Zoom or Live
SESSION 2: APPLICATION - Phone, Zoom or Live
Certification 4 Black In - Keta Shi
_________________________________________________________________________________________ F8: MEASURE WITH STEP RATES
QUADRAPLEX - NATIONAL ACCOUNTS
National Accounts Overview - The Complex Sale
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F8M0 SESSION 2: APPLICATION - Phone, Zoom or Live F8M1
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F8M2 Push Me. Pull Me. SESSION 2: APPLICATION - Phone, Zoom or Live F8M3
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F8M4 Proposals vs. Quotes SESSION 2: APPLICATION - Phone, Zoom or Live F8M5
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F8M6. Ignore the Decision maker SESSION 2: APPLICATION - Phone, Zoom or Live F8M7
SESSION 1: EDUCATION - Face-to-Face, Zoom or Live F8M8 The Leaky Bucket Step Times, Exact Position, Results Achieved, Team Expectancies SESSION 2: APPLICATION - Phone, Zoom or Live
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