GearWorks™ is an innovative financial literacy workshop designed to take the mystery out of today’s often complex world of business finance. Unlike other financial literacy programs,
GearWorks™ takes its participants deep into a customer’s real world operating environment. Created for clients that desire innovative training programs for their employees, GearWorks™ is designed for companies that understand the immense value in assisting their representatives in becoming important resources to their customers.
GearWorks™ is a four-hour to 1.5-day hands-on financial literacy workshop. Its objective is to teach participants not only basic business acumen, but to also demonstrate the competitive advantages gained by having the ability to identify key financial drivers and their overall effects on a customer’s business model. Through creative simulation utilizing the concepts taught in GearWorks™ workshops, participants:
| See a bigger, broader view of their
customer’s operating environment |
Understand the financial and qualitative
responsibilities of various roles in a
customer’s executive
management team |
Learn to gather pertinent information
with which to better support a customer’s
company strategies |
| Identify ways to match the value of their company’s products and services with the customer’s immediate and long-term business goals |
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• Managed care organizations
• Hospitals
• M.D. offices
• Oncology clinics
• Medicare
• Medicaid
• Long-term care
• Wholesale distributors
Programs can also be developed for other customer types. |
The workshop transitions quickly from basic financial information such as balance sheets, income statements, and financial ratios into a broad view of the customer’s environment. Through powerful hands-on simulation activities revealing the “big picture,” participants clearly see the interconnectivity of the numerous items that are driving a customer’s bottom line, and how those drivers are influenced, as well as who is influencing them. As the workshop progresses, participants learn to use information from a case study through several custom-designed relevant scenarios. GearWorks™ participants apply this knowledge and create value propositions for their accounts.
Sales associates, sales and marketing managers, others who need comprehensive training to understand their own and/or their customers’ operating environments.
GearWorks™ is
an adaptable simulation; exercises/case studies can be customized
to reflect current issues.
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