NEW: Video Tutorials for all Decision Sheets

With our October release, you and your clients can now watch short video tutorials that explain the 100 GrowthWheel Decision Sheets.

As an advisor you can watch the video tutorials under My Toolbox on GrowthWheel Online — just look for the video icon!

Each video tutorial explains the Decision Sheet in 1-2 minutes: the job to be done, how to do it, and next steps.

When you email or share a Decision Sheet, your client will be able to watch the video tutorial if he or she has been invited to work with you on GrowthWheel Online. So all you have to do is invite your client and start sharing!

More than ever before the video tutorials allow for clients to better self-serve, giving them an improved digital experience when working with you.

Below you can watch the video tutorial for the Decision Sheet Staff Cost Benefit

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3 steps to share tutorial videos with your clients

#1 Look for the video icon

Log in on GrowthWheel Online, go to the Toolbox, find one or more Decision Sheets, and look for the video icon.

Click on the video icon to watch the tutorial.

#2 Share Decision Sheets with clients

Select one or more Decision Sheets and send them to your client.

When you share a Decision Sheet, your client can click on the video icon in the email and will be directed to the menu Advisor Files on GrowthWheel Online, where he or she can watch it.

#3 Your clients can watch the shared video tutorials on GrowthWheel Online

You client can always find video tutorials for shared Decision Sheets in the menu Advisor Files on GrowthWheel Online.

Meet GrowthWheel at the GCEC Conference in Chicago, Illinois on October 18-20

We look forward to seeing you at the 2018 Global Consortium of Entrepreneurship Centers (GCEC) annual conference in Chicago, hosted by DePaul University and Illinois Institute of Technology.

The GCEC is the premier academic organization addressing the emerging topics of importance to the nation’s university-based centers for entrepreneurship. It has become the vehicle by which the top, established entrepreneurship centers, as well as emerging centers, can work together to share best practices, develop programs and initiatives, and collaborate and assist each other in advancing, strengthening, and celebrating the role of universities in teaching the entrepreneurs of tomorrow.

Join our session - Turn students into entrepreneurs

Date & Time: Saturday, October 20, 1:00-2:00 PM

Location: Illinois Tech Campus Concurrent Sessions - Siegel #118 Auditorium

Description
Join us to learn how using visual and interactive tools help students take a deeper dive and instantly see the visual data regarding the progress of decisions and actions they are working on as well as the outcomes they have achieved in their project. We will discuss how the absolute flexibility of the toolbox means that it can be fully adapted to an existing curriculum or center service protocol.

Presented by
Elizabeth Binning
Product & Learning Specialist
GrowthWheel, NY

Michael Sanderson, Saint Mary’s University

Matt MacPhee, Saint Mary’s University

Drop by our booth for a quick demo of how our online platform can help you give your studens a digital experience.

Great days at the ASBDC 2018 Conference

We were happy to join the annual ASBDC Conference in Washington DC again this year, and would like to thank everyone. It was great to see many new faces and to reconnect with familiar ones.

GrowthWheel is attending the annual AWBC Conference in Tampa, Florida on September 25-27

We are happy to be a sponsor of the 2018 Women's Business Centers Leadership Conference presented by the Association fo Women's Business Centers (AWBC) this month in Tampa. 

This year's conference will focus on leadership, capacity building, and sustainability for WBCs through training and presentations from U.S. Small Business Administation. It provides the opportunity to expand your network of key advisors or mentors, and to increase your toolbox of resources to grow your revenue and your clients.

Drop by our booth for a quick demo of how our online platform can help advisors work smarter.

GrowthWheel joins the NACCE 2018 Conference in Fort Worth on October 7-10

We are looking forward to join the NACCE2018 conference in Fort Worth, Texas next month.

The 16th annual conference of the National Association for Community College Entrepreneurship (NACCE) revolves around “The Entrepreneurial ecosystem revolution." Panels and breakout sessions featuring NACCE members from across the United States will share best practices for entrepreneurial leadership and experiential teaching across academic disciplines.

Join our session

Date & Time: Monday, October 8, 9:45 AM - 11:00 AM

Room: Texas Ballroom A

Track: Academic Programs

Level: Intermediate

Description
Have you found it difficult keeping students accountable efficiently? Want to create efficiencies while managing large numbers of students? Engage in an active learning experience designed to solve problems you experience in their classroom settings. Share frustrations and leave with solutions!

Learning Objectives
Learn how other educators are solving common challenges in the classroom.

Apply some innovative ways to keep students engaged and accountable using online learning systems.

Walk away with new connections from the active learning and networking activities planned.

Presented by
Elizabeth Binning
Product & Learning Specialist
GrowthWheel, NY

Dr. Andy Gold
Assistant Professor, Entrepreneurship & Management
Hillsborough Community College, FL

GrowthWheel is happy to be a sponsor of the conference. Drop by our booth for a quick demo of how our online platform can help you give your studens a digital experience.

Assign Decisions and Actions on the 30-60-90 Days Plan

Execute on your ideas by assigning and follow-up

We are happy to release this long wished-for improvement of the 30-60-90 Days Plan that allows advisors and their client companies to assign decisions and actions directly to team members.

With the 30-60-90 Days Plan on GrowthWheel Online it's easy for you and your team to list all the nice-to's and need-to's, sort them as decisions or actions, and produce an actionable timeline. But who makes sure it actually gets done? 

With this release you can:

• Assign tasks to team members and colleagues

• Filter tasks by assignee

• Print a visual PDF that show who is in charge of each task

When everyone knows who is in charge getting things done is somehow much easier. You no longer have to worry about all the tasks on the list, but can focus your time and energy on the tasks that you are actually responsible for. 

If you are an advisor who work with founder teams, this will help you work more efficiently with your clients. Turn talk into action by making sure that all the tasks that come up during your meeting are listed, prioritized, and delegated. 

After your meeting you can print the 30-60-90 Days Plan as a visual PDF-report and send it to your client and other team members. Or you can use it as a follow-up before your next meeting. 

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#1 Assign tasks to team members and colleagues

Decide which team member should be responsible for each decision or action. 

You can filter by focus area, type, who is responsible, and priority. 

#2 Get an overview of all decisions and actions

Print a visual PDF report to get a quick overview of all the tasks and who is responsible for what. 

Share the PDF with your clients and colleagues after a meeting, and use it to follow-up before your next meeting. 

Add the Client's Legal Documents to the Business Profile

Share Legal Information with Stakeholders

This release makes it possible for advisors and client companies to upload legal documents to GrowthWheel Online and include them in the Business Profile. 

You can already add legal information like company registration number, founding date, and legal entity, in the Business Profile.

However, you might also need to communicate additional legal information to stakeholders like banks, investors, or advisors.

Legal documents can be anything from by-laws and shareholder agreements to permits and certificates, and anything else you need to share.

This release enables you to upload the legal documents and print the company's entire Business Profile as a visual PDF report. Lenders and other stakeholders will be very impressed! 

Also, we’re introducing a brand new feature called "visibility button." It allows you to decide which documents should be visible on the printed Business Profile.

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#1 Upload legal documents

You can upload legal documents like by-laws, shareholder agreements, permits, and certificates. 

Choose a type of document, add title and description, and upload the document. 

#2 Select which documents should be visible

You can decide which documents should be visible when the Business Profile gets printed as a PDF report. 

Turn visibility on or off by clicking on the icon. 

#3 Print a visual PDF report

You can upload the legal documents, select visibility, and print the entire Business Profile as a visual PDF report that you can present to stakeholders. 

GrowthWheel at America’s SBDC Annual Conference in Washington, DC on Sep 4-7

We are looking forward to join the ASBDC conference next month in Washington. 

The theme of this year’s conference is “Connect & Protect" - focusing on how professionals and small businesses can make the right connections and protect their businesses from internal and external fraud, hackers and other cyber threats.

Again, GrowthWheel is happy to sponsor the conference. Drop by our booth for a quick demo of how our online platform can help advisors work smarter.

If you would like to become a GrowthWheel Certified Advisor, join our pre-conference Certification Course in Washington, DC on September 3-4.

GrowthWheel launches in Hungary in partnership with SEED Foundation

Last week GrowthWheel completed a two-day Certification Course for the Foundation for Small Enterprise Economic Development (SEED) in Budapest, that promotes the sustainable economy and equal opportunities. Using the GrowthWheel software, SEED will offer personal consultancy to practicing and to future entrepreneurs as part of the Entrepreneur Mentoring Program while training over 80 mentors.

July 26, 2018. Certification Course SEED Foundation

Not only is GrowthWheel now used in 39 countries, the translation of GrowthWheel Online into Hungarian also marks the availability of our software in 9 different languages.

Thanks to our new mentor licenses, mentors can get access to our software without purchasing a full license.

 

Add Partners to the Business Profile

New Partner Page in the Business Profile: 
Let clients show they don't work alone

We continue to improve the Business Profile on GrowthWheel Online and with this monthly release you can now add a list of your client companies' partners and see them on a new page in the PDF.

Showing who the client is working with is another great piece of information that is useful for banks, lenders, investors, and also yourself as you are helping the business grow.

Under the new submenu "Partners" you — or your clients themselves — can add four different kinds of partners:

• Professional Service Providers

• Supplier / Service Providers

• Channel Partners

• Technology Providers

Of course we have made a list of the type of partners the clients might have in each category, so it's very easy to add, and be inspired for adding more.

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In details:
See all your client companies' partners in the Business profile

#1 Adding partners

Add partners and indicate all the necessary information such as description, logo and partnership start/end date.

The partner types can be used as inspiration for your clients to list their partners.

 

#2 The Business Profile

In the Business Profile you can see an overview of all your client's partners.

Both you and your client can add the information and the page can be printed individually or together with the rest of the profile. 

See your Clients Market Potential with a Visual Chart

New Visual Chart for Market Share
The “Markets” page in the Business Profile now looks a little bit more interesting

With our June release you can now see a visual chart that shows the market potential of your client companies.

Just  add estimated numbers for Market size, Market potential, and Current Market in the client’s Business Profile. And of course the chart also show up in the PDF Business Profile.

With the visual chart of market share and potential you can:

• Motivate your clients to fill out the market information to see instant charts.

• make an even more attractive document for a bank or lender.

• Start a conversation about what the market potential is and how to reach it.

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The Details: Better visual overview of your client companies' market potential

#1 See the Market Potential

Fill out the forms: Market Size, Market Potential, and their Current Market to see the visual chart of your client companies’ market potential.

As you and your clients fill out how big is the market, what is their potential and current market, a visual chart will reflect the numbers.

#2 Choose to show the market chart by customers or by revenue

For each market you can choose for to show the market numbers by revenue or number of customers . In some cases you or the client might not know the market size by revenue, but can more easily estimate by number of clients.

#3 To showcase in a nice presentation

The chart will be added to your printable Business Profile ready to showcase other advisors, new partners, investors, bankers and more.