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Products: Start Ups

PEO ACCELERATED START-UP SEMINAR SERIES PASSS LIVE! COMPREHENSIVE OVERVIEW

T Joe Willey, Ted Kazaglis and Carrie Aaron have collaborated on a project called PASSS LIVE! This two-day seminar was filmed in Raleigh, NC. The six video/DVD set covers every aspect of PEO and can be utilized for:
  1. Launching a PEO.
  2. Researching the industry.
  3. Sales Training.
  4. Building consensus between departments.
  5. Educating Vendors.
  6. Orientation tool for new internal staff.

T Joe Willey WHO SHOULD ORDER:

  • PEO startups who need a roadmap to launching a PEO
  • PEO vendors that need to understand the inside operations of a PEO
  • Anyone researching the PEO industry
  • PEOs less than 3 years old, it's not too late to retool
  • Executives new to the industry that desire a broad overview of PEO
  • Associations and Co-op's who are researching HR Outsourcing Alternatives
  • This is a great orientation tool for all new hires
INVESTMENT: $1,299.00 includes 13 hours of video/DVD'S, 400 page PEO Research Binder, EXCEL Spreadsheet on the Economic Model and Group Presentation PowerPoint.

HIGHLIGHTS AT A GLANCE:

*** A fast lane, captivating seminar for learning the ins and outs of operating a PEO ***

Ted Kazaglis

PEO Identity
Prospect Profile
Corporate Structure
Capacity Assessment
Creating an exit strategy
Client Service Agreements
Legal Compliance Issues
Service Delivery Models
Staff to Service Ratios
Workflow Process
Pricing Models
Complete overview of HR Outsourcing Alternatives

SEMINAR AGENDA:

VIDEO/DVD ONE

15 minutes: PEO 101 - What is a PEO? Carrie Aaron opens the seminar with the definition of PEO and overview of the program.

76 minutes: History of the PEO industry - "The further you look back, the further you can see ahead" Winston Churchill
TED Kazaglis moderates a session donated by Barron Guss the owner of Altres in Hawaii. Carrie Aaron and T Joe Willey join Ted as panelist. This entertaining session takes you for a walk down memory lane and comprises almost a hundred years of PEO knowledge.

70 minutes: Capacity Assessment- Discover the areas most overlooked in designing or retooling a PEO {Carrie}

VIDEO/DVD TWO

50 minutes: Economic Model of PEOs - Overview of pricing, you get a copy of this EXCEL file {T Joe}

30 minutes: Internal Controls - The inside scoop on what statistics to measure {Carrie}
67 minutes: Services Delivered - In-depth look at the services delivered in each PEO category {Carrie}

VIDEO/DVD THREE

90 minutes: Client Service Agreements -What to include in your CSA. Hear from the legal experts Also, get a comprehensive overview of major Labor & Employment Laws {TED}

25 minutes: Staff to Service Ratios - The real story about the future of the PEO industry

25 minutes: Pricing Models - We compare different methods of pricing and the impact of each on the bottom line {Carrie}

VIDEO/DVD FOUR

50 minutes: Workflow Process - A hands on session that provides a roadmap to delivering your PEO services. The "how to" of building a workflow process that will work for you. {Carrie}

10 minutes: Steps to Success {Carrie}

90 minutes: T Joe Willey's Top Ten Start-Up Tips T Joe has conducted more than 50 start-up workshops and this enlightening session sums it all up.

VIDEO/DVD FIVE

60 minutes: Sales & Marketing - This session starts with a role play and group sales presentation. Then you'll learn the steps to building an effective sales force {Carrie}

VIDEO/DVD SIX

50 minutes: Comprehensive overview of HR Outsourcing Alternatives {Carrie}


PASSS SEMINAR BINDER - TABLE OF CONTENTS

  1. VIDEO/DVD ONE
  2. VIDEO/DVD TWO
  3. VIDEO/DVD THREE
  4. VIDEO/DVD FOUR
  5. VIDEO/DVD FIVE
  6. VIDEO/DVD SIX
  7. BLUEPRINT FOR A PEO START UP - Copy of the landmark article.
  8. BUSINESS PLAN TEMPLATE - 32 pages
  9. US MAP - Concentration of PEO's per state.
  10. WHAT IS A PEO? - Twenty definitions of PEO by leading industry experts and PEO's.
  11. PEO VENDOR GUIDE - Listing of PEO specific vendors.
  12. FAQ - A compilation of many FAQ's.
  13. CURRENT DATA - Copies of the most current Analysts Reports and industry magazines.
  14. CENSUS 2000 REPORT!
  15. GLOSSARY OF TERMS

400 page research binder, only 6 sections are course materials  

PEOimPACTTM

A SAMPLING OF PEOimPACT:
  • Business Plan Review (or creation)
  • Strategic Planning
  • Due Diligence Report
  • Demographics & Market Segment Studies
  • Prospect Information Collection Tools
  • Computerized Pricing & Proposal System
  • Underwriting Tools & Guidelines
  • Client Service Agreement
  • New Hire Enrollment Packet
  • Employee Handbook
  • Conversion Timeline
  • New Client Checklist
  • A Myriad of Operations & Procedural Forms (...from EE action to Termination Letters, Accident Investigation to Purchase Order Forms
  • All Forms are highly customized and presented in camera ready form as well as on disk

Call today for your complimentary consultation and custom proposal!
(919) 854-4300

Meet Your Coach

Dennis McCoy Dennis K. McCoy, Senior Consultant of PEO Network, Inc.
  • 28 years of business operations & IS experience
  • 9 years PEO operations & IS experience
  • 5 years executive management with a large national PEO
  • Owner of a computer systems & support company
  • Certified network engineer