THE CONSULTATION PROCESS:

We are confident that we can help you with the business enterprise or management transition – or make a great referral. Do contact us to set-up an initial consultation and see below for the process we have organized for each subject matter area. We look forward to hearing from you.

THE FIRST STEP:

To initiate the process, please do the following:

• >Contact PTA directly by e-mail, phone or through the web site.
• Set up a free phone consultation to discuss your issue.
• Complete a simple review with PTA staff to confirm we have the right match.
• Complete the New Client Profile Form to prepare for a consultation or face-to-face meeting.

SPECIFICS ON SUBJECT MATTER AREAS:

Business Advisory Services

This is an ideal service for clients who require short-term consulting, and/or direction in management transitions. Services include face-to-face sessions; on-line support; small group facilitation and action plan development.

• Contact PTA directly by e-mail, or phone to initiate the process.
• Complete a simple phone or email review with PTA staff to confirm the match.
• Complete a New Client Profile form before initial consultation or face-to-face meeting.
• Confirm the one-page letter of agreement for fees, rates and time of engagement.

Fees are billed hourly or by specific project, according to a pre-determined agreement that will confirm the number of hours and frequency of meetings. These contracts usually include one or two meetings per month for at least a three month period. A small project deposit is requested.

Entrepreneurship Training

Programs have been developed in business planning, strategic growth, time/work management and customer service training. Customized services are designed for groups of entrepreneurs, individual businesses with transition issues, and/or non-profits exploring potential for-profit opportunities.

• Contact PTA regarding nature of engagement and desired outcome from the training sessions.
• Determine scope of engagement regarding classes, workshops or seminar series.
• Complete contract terms and sign a letter of agreement with the appropriate deposit.
• Provide outline or scope of terms to be provided for the class, workshop or retreat facilitation.

Fees will be billed on a project basis, based on preparation hours, on-site program delivery conduct and follow-up hours for review and implementation.

Social Enterprise Development

This would include development for organizations or businesses needing assessment and feasibility studies for economic development; for businesses seeking resolution for transition issues and/or for non-profit agencies exploring potential for-profit opportunities.

• Contact PTA regarding nature of assessment or feasibility study or area of business for transition.
• In-depth review by phone or an on-site, in person interview as needed.
• Assessment of each stage or phase required by project, funder or Board.
• Written proposal (as required) with contract fees and deposit requirements.
• Details on the on-going relationship with a phased or step-by-step approach for implementation.

Fees will be bid by project, size of PTA management team required and budget/timeline of the client. Business feasibility study, business plan or business review estimates are based on the length, size and scope of the project budget.

Assessments for Business Training Organization

For government and non-profits that are running small business programs that require reviews, analysis and improvements. The assessment includes program audits; feasibility of business programs; metrics for program improvements and direction for organizational transitions.

• Contact PTA regarding nature of engagement and timeline.
• Determine scope of engagement, access to data and key personnel.
• Contract negotiations and letter of agreement with proposal terms and payment conditions.

Fees will be billed on a prepayment basis and based on preparation requests, delivery hours and follow-up services requested for staff reviews or stakeholder presentation.