Extreme Funeral Home Makeover

Extreme Funeral Home makeover

A proven process, recommended for getting a Funeral Home Practice where you’ve always wanted it to be so you can get the professional and personal results you want!

Timeline

Click each segment to see details on Key Points, Timeframe and Deliverables.

Ours is not a "one size fits all" model. This process timeline will be adjusted based upon the time and energy your key people can realistically invest in the components of the process while also performing their day-to-day responsibilities. Please feel free to talk with us if you have any concerns or questions about how this might play out in your practice.

Our Premises & Approach

Experience has taught us that high performance is achieved, and dramatic operational gains result, when commitment, energy, and efforts are focused on continuously improving strategy, systems, and people. In funeral homes, the outgrowth can naturally lead to finding and keeping loyal families, referral sources and all others with whom you have important relationships.

Our involvement with funeral homes naturally falls into 4 major areas:

  • Thinking Strategically - Looking toward the future and determining "What's next?"
  • Changing and Operating - Managing today's challenges and capitalizing on opportunities
  • Muscle-building the practice via developing people
  • Muscle-building the practice through improving processes and enabling appropriate technology

We facilitate in-depth discussions with you and/or your key people designed to address your practice starting from your "as is" situation and looking forward toward your desired situation.

In addition, we believe (regardless of the size of the funeral home) that by developing and maintaining a systems orientation where the processes are structured around the needs and expectations of your families, payors, and "strategic partners and suppliers", staff at every level can make better decisions more often. Simple-to-understand tools are made available to gather and analyze information. This allows all of your staff to become leaders in forging family loyalty while actually improving service, quality and responsiveness (speed). This increased productivity can both drive down costs and enhance your competitive position.

Key Points

  • Training vs. Development
  • Success Formula:
  • Developing the:
       Attitudes (the want to)
    + Skills (the how to)
    + Knowledge (the where & when to)
    + Goals Focus (the what & why to)


    Leads to: Positive Behavior Change
    Yielding: Improved Results!

  • Goal Setting & Action Plans
  • Learning via Spaced Repetition
  • Results-oriented, Reality-based Workshops
  • Aligning For A Winning Team

Typical Duration

2 Hours

Deliverables

An understanding of the science and tools behind our facilitated processes. Participant Materials & Tools include a Text, Audio CD Series & Action Plan (includes selected Personal and Professional Development Evaluation Sections & Goal Planning Materials). Consultation via phone or e-mail is also included.

Strategic Thinking & Practice Planning

Funeral Home Managers, Licensed Funeral Directors, Part-Time and Casual Employees - everyone benefits from thinking strategically and having a well thought out, actionable plan to deal with continued growth, or a successful transition, while still dealing with increasing amounts of paperwork, Federal and state regulations, technology learning curves, and patient visits.

Key points

  • Building a Successful Business
  • Developing a Competitive Edge
  • Business Planning & Execution
  • Generating Business & Profitability
  • Facilitated “Process”

Typical Duration

9-11 weekly sessions

Deliverables

Creation of an executable plan that includes business development and financial metrics.

Developing Leadership

Simply put, great leaders and leadership teams follow processes that achieve the desired results. Learning to balance a demanding work schedule while achieving the goals of our personal lives, allows us to be happier, creative, more productive, and better role models. Well led and managed staff are more willing and able to create an environment that is conducive to providing outstanding family service.

Key Points

  • Preparation for Leadership
  • Formal Leadership
  • Goal Setting for Success
  • Building Success Attitudes and Habits
  • Developing Personal Goals
  • Managing Time
  • Communication & Human Relations
  • Decision Making & Problem Solving
  • Continuing Leadership Growth

Typical Duration

9-11 weekly sessions

Deliverables

Development of the attitudes, people skills and goal achievement abilities needed to lead the staff and execute the plan.

Loyal Families

When everyone involved has developed their ability to interact with families on a positive emotional level, positive feelings are created. People remember the feeling of being cared for and cared about. With loyal families, a practice can save money on marketing and advertising by minimizing the costs of attracting new families. In addition, delighted families can be a major referral source and positive influence when their casual conversations involve others who are looking to find a funeral home that meets their needs.

Key Points

  • Understanding How People Make Buying Decisions
  • Cultivating Referral Sources & Developing “Leads”
  • Beyond Customer Service/Creating Family Loyalty
  • Creating & Measuring Family Loyalty
  • Effectively Managing Your Stress And Impulses
  • Always Creating a Powerful Connection

Typical Duration

5-6 weekly sessions

Deliverables

Development of the attitudes, people skills and goal achievement abilities needed to attract and keep families.

Office Procedures

When good people have to struggle with poor processes and procedures, everyone impacted suffers unnecessarily.

Key Points

  • Understanding the Seven Types of Inefficiency
  • Eliminating “Process Variation”
  • “Error-proofing” the Practice
  • Identifying & Eliminating Bottlenecks
  • Developing Appropriate Tracking Tools

Typical Duration

6-9 sessions

Deliverables

Streamlined effective processes. Improved efficiency. Less confusion & unnecessary stress.

Individual Development

When people are able to take full advantage of their skills, gifts and talents, more things can happen more effectively with less struggle.

Key Points

  • Assessing & Building Upon Individual Strengths
  • Matching Job Duties and Positions for Best Overall Fit

Typical Duration

2 weeks

Deliverables

Written reports of attributes. Identification of individual and group strengths and blind spots can be used to refine personal direction and assigned job duties.

Monitoring

What gets measured gets done. What gets measured, self-reported, and organizationally rewarded, gets done even faster. It can increase job satisfaction all around.

Key Points

  • Goals Review Process
  • “Dashboard” Review Process

Typical Duration

Ongoing

Deliverables

Simple-to-administer tools.

Follow-Up

When false starts and dropped balls are a thing of the past, people expect to continue to operate and grow in a high performance culture, therefore it is easier to sustain.

Key Points

  • Ongoing One-on-one & Group Coaching Sessions

Typical Duration

2-3 sessions/mo.

Deliverables

Improved measurable results both for the practice and individuals.

 

Contact us today to begin your makeover.

Download our copyrighted process overview as a PDF.