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Onboarding Plan for New Hires

One of the best things you can do as you’re bringing on a new employee, contractor, or intern is to provide them with an “Onboarding Plan”.  This is simply a step-by-step plan for how you’re going to set them up for success with your company.  So often we just throw people into their position, on-the-job training is the only form of learning they receive, and it’s a fly-by-night experience.  Instead of offering that type of experience to your new hire, why not prepare for them to join your team, and provide them with a little structure and plan so that they feel welcomed, excited about their new position, and that you’ve taken more than 5 minutes to think about their role.

Screenshot_2_28_14_8_09_PMWe’ve tried to make it EASY PEASY for you to create an Onboarding Plan for your new hire – check out this new download that’s available to you to edit and use for your own company.

ONBOARDING PLAN for NEW HIRE – $5
Add to Cart

Of course this is just a template so you’ll have a lot you can customize, but at least it will give you a start of things you should be thinking about, and a great format to use!  This example is specific to Wedding Planning, but super easy for you to tweak for your segment in the industry.

One bit of wisdom with new hires – plan on the first 90 days really being their “immersion” into your company.  So often we expect people will just jump right in and figure out what has taken you 5 years to learn…so just know that if you give them time and space to learn, that will help both of you be less frustrated and you’ll have better expectations of them.  Contrary to what most people believe, bringing on a new hire often won’t save you time initially, so you’ll need to plan for at least 2-4 hours/week to train them as you’re making an investment in them AND your business.

If you’re looking for more people related templates and forms to make your life easier when hiring, be sure to check out The People Plan that we have available to you as a resource as well – your small biz “HR in a Box”!

Happy hiring!

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April 5, 2014 - 6:09 pm

Lane' @ Something Borrowed Portland - Is the Onboarding plan included in The People Plan?

April 6, 2014 - 11:55 am

Michelle Loretta - Hi Lane! The onboarding plan is not a part of The People Plan.

Be Sage Conference Speakers: Xochitl Gonzalez and Mayra Castillo, AaB Creates

We are thrilled to partner with a range of amazing speakers for our Be Sage Conference this August. When we sat down to set our curriculum for Be Sage, we asked ourselves: “What are the challenges that experienced business owners have in the wedding industry?” We came up with a list of questions and found the best people to speak on these topics.

QUESTIONS:
HOW DO I DIVERSIFY MY SERVICES?
HOW DO I ADD REVENUE STREAMS?
HOW DO INTRODUCE A SECOND BRAND TARGETED TO A DIFFERENT MARKET?

23866330_headshots02bwIntroducing: Xochitl Gonzalez and Mayra Castillo, Owners of AaB Creates

Xochitl Gonzalez and Mayra Castillo founded AaB Creates (formerly, Always a Bridesmaid) in 2003 after cutting their teeth producing the International Clio Awards. Using niche marketing, media savvy and social media they have grown into one of the country’s most sought after Design and Planning firms for clients seeking creative, out of the box wedding experiences with understated luxury. Their global client roster is a who’s who in the worlds of finance, film, tech and fashion.

In 2010, after watching the wedding landscape shift, the ladies formed a new company called Just About Married that offered one service only- “Day-of” coordination. Together the women launched their award winning blog AlwaysaBlogsmaid.com in 2006. Xochitl is one of the few in the wedding industry to sit on both sides of the editorial table: She is the newly minted Wedding Expert for About.com, and has served as a contributor to RealSimple.com and the Huffington Post. Simultaneously AaB’s “Real Weddings” and Expert Opinions have appeared in over 100 publications, both online and in print including The New York Times, WMagazine.com, Latina Magazine and Fox News. Their TV appearances have included MTV Europe, The Style network and ET’s The Insider.

5 How To’s you’ll gain from Xochitl and Mayra:

1) How you can grow your business by reducing your service offerings.
2) How to get your name Off the Door without damaging your reputation.
3) The benefits/drawbacks of operating two distinct brands in the wedding space.
4) The benefits/drawbacks of 1099 employees.
5) Using a business partnership to tactically play to personal strengths.

We feel pretty strongly about partnering with companies and individuals that mirror and augment our own core values. Here are 6 core values that are fundamental to Xochitl & Mayra and how they do business:

1) Understand our clients’ unique needs.
2) Committing to our clients’ goals for their celebration.
3) Use our expertise in the field to elevate our client’s celebrations.

These values are distinctly unique to AaB:

1) Commit to functional design that is as comfortable as it is stunning.
2) Creating solutions where none currently exist and presenting clients with creative, relevant ideas.
3) Working with Vendors of the same commitment level and integrity as ourselves.

We hope you’ll join us this August!

BE SMART. BE BRIGHT. BE SAGE.

Ticket sales are open for Be Sage Conference.

__________________________________________________

Here’s a little refresher if you missed our post last month about our new conference:

We want you to have a deeper business strategy that will take your business to the next level. This isn’t a business theory conference. And, while you will certainly be inspired, we aim to prepare you with actual tools to use in your business (not just a hope and dream.)

We will continue to add conference details at: www.besageconference.com

Greenhouse Loft, Chicago | August 3-5, 2014
Tickets go on sale February 10th at 9am PST

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Be Sage Conference Speaker: Amy Flurry, Recipe for Press

We are thrilled to partner with a range of amazing speakers for our Be Sage Conference this August. When we sat down to set our curriculum for Be Sage, we asked ourselves: “What are the challenges that experienced business owners have in the wedding industry?” We came up with a list of questions and found the best people to speak on these topics.

QUESTIONS:
HOW DO I EXPAND MY PRESS COVERAGE?
HOW DO I CATCH THE ATTENTION OF MAGAZINES, NEWSPAPERS, BLOGS, AND TELEVISION?

AmyFlurryIntroducing: Amy Flurry, Author of Recipe for Press

Amy Flurry is author of the popular guide to DIY publicity, Recipe for Press, designed to strengthen relationships between entrepreneurs and editors. Amy’s twenty years as a contributor to some of the biggest publications on the newsstand including InStyle, Conde Nast Traveler, Country Living, Design Sponge and Lucky, brings fresh perspective to in-house communications.

In addition to Recipe for Press, Amy co-founded Paper-Cut-Project, a company that conceives highly crafted installations for Kate Spade, Hermes, Valentino, Cartier and the Victoria & Albert museum. Paper-Cut-Project’s work has been featured in the NYT, Italian Vogue, Nylon, Selvedge and Marie Claire Taiwan.

Amy is also creative director of Parlore, a new project management app and marketplace for interior designers. She lives in Athens, GA with her husband, Alan, and two children.

5 How To’s you’ll gain from Amy:

1) How to craft a winning pitch.
2) How to make your website more editor friendly.
3) How to create relationships with media influencers.
4) How to get the attention of an editor in less than four seconds.
5) How to improve your product and brand photography.

We feel pretty strongly about partnering with companies and individuals that mirror and augment our own core values. Here are 3 core values that are fundamental to Amy and how she does business:

1) Relationships
2) Consistency
3) Storytelling

We hope you’ll join us this August!

BE SMART. BE BRIGHT. BE SAGE.

Ticket sales are open for Be Sage Conference.

__________________________________________________

Here’s a little refresher if you missed our post last month about our new conference:

We want you to have a deeper business strategy that will take your business to the next level. This isn’t a business theory conference. And, while you will certainly be inspired, we aim to prepare you with actual tools to use in your business (not just a hope and dream.)

We will continue to add conference details at: www.besageconference.com

Greenhouse Loft, Chicago | August 3-5, 2014
Tickets go on sale February 10th at 9am PST

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Be Sage Conference Speaker: Betsy Butwin, Friedman Iverson PLLC

We are thrilled to partner with a range of amazing speakers for our Be Sage Conference this August. When we sat down to set our curriculum for Be Sage, we asked ourselves: “What are the challenges that experienced business owners have in the wedding industry?” We came up with a list of questions and found the best people to speak on these topics.

Questions:
How do I franchise my business?
How do I license a service or product?

BetsyButwinIntroducing: Betsy Butwin, Attorney with Friedman Iverson PLLC

Betsy works with clients in the wedding, music, and creative industries. She helps entrepreneurs launch their businesses, draft and negotiate contracts, and manage their intellectual property. She also heads Friedman Iverson’s estate planning practice. She teaches intellectual property and contracts at the Institute of Production and Recording.

Betsy will co-presenting with our own Kelly Simants who will be sharing her own experience with the licensing of her wedding planning business, Sweet Pea Events.

3 How To’s you’ll gain from Betsy:

1) How to manage and make the most out of your business’ intellectual property
2) How to navigate and negotiate licensing opportunities; how to legally protect yourself in a licensing relationship
3) How franchises work and what are the legal requirements

We feel pretty strongly about partnering with companies and individuals that mirror and augment our own core values. Here are 3 core values that are fundamental to Betsy and how she does business:

1) Treat clients and co-workers with respect and integrity
2) Do great work
3) Help people pursue their passions

We hope you’ll join us this August!

BE SMART. BE BRIGHT. BE SAGE.

Ticket sales are open for Be Sage Conference.

__________________________________________________

Here’s a little refresher if you missed our post last month about our new conference:

We want you to have a deeper business strategy that will take your business to the next level. This isn’t a business theory conference. And, while you will certainly be inspired, we aim to prepare you with actual tools to use in your business (not just a hope and dream.)

We will continue to add conference details at: www.besageconference.com

Greenhouse Loft, Chicago | August 3-5, 2014
Tickets go on sale February 10th at 9am PST

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Simple Tips to Better Manage Your Calendar & Meetings

A few years ago, I found myself running ragged as a Wedding Planner.  I was spending the majority of my time driving from meeting to meeting, with little time spent in the office.  Even though I was batching the majority of my meetings on Tuesdays and Thursdays, I was still spending WAY too much time in meetings.  This was a problem for a few reasons – 1) I was burning out from driving all over the place – not to mention it was expensive 2) I was working late nights and early mornings on client work since I was spending the majority of my time in meetings out of the office 3) I didn’t have a strategy for my calendar and meetings.

Image from Wikimedia Commons

Image from Wikimedia Commons

Here’s what I decided to do – I printed off the previous calendar month and highlighted all of the meetings that were NOT focused on generating revenue.  I was shocked – about 50% of my meetings were being spent with appointments that ultimately were “non-revenue generating” meetings.  What is an example of this type of meeting?  One of many examples – I met with a local magazine that I knew I wouldn’t advertise with as they weren’t a match for my brand, but thought it would be good for them at least to know who I am and I liked the sales rep.  What’s the problem with this?  I didn’t have 2 hours in that week to meet with someone who I had decided wasn’t going to help bring me sales, at the end of the day.  Yes, it was fun to meet her and good for the magazine to know who I am, but really not the best use of my time.  I easily should have said NO to that meeting. So, what’s an example of a “revenue generating” meeting?  This would be a case where I met with a new venue in town where I KNOW our target clients are going to be booking at, and talked with them about how we could partner together.  This type of meeting has the potential for sales down the road.  And guess what…that relationship I’ve established worked, and we’re sending referrals to each other now, we’re on their preferred vendor list, etc. Before you schedule ANY appointment, simply ask yourself the question – does this meeting have the potential to bring me sales or help my business in some way?  If not, you probably need to politely decline the meeting offer and spend your time focusing ON your business, your clients, and your work-life balance.  Once you better manage your calendar from this strategic perspective, it is incredibly FREEING and SMART because you’re spending your time focused on what’s most important for your business and your sanity.  Grab your highlighter and take a look at your calendar to see where you can improve!

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February 19, 2014 - 11:50 pm

Jen - This is definitely something I need to do! I completely agree with you on the saying no to meetings and projects that are not going to result in future business and revenue.

March 21, 2014 - 9:07 am

Natalie - Great article Kelly! I will definitely take this approach when scheduling my meetings.

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