Access the 12 self-paced videos at the links below. Remember to pause when you reach a check point and arrange your one-on-one with Rob Shelton.
Module 1: Introduction
During Module 1, the Introduction to the playbook, you will:
Learn about the playbook’s purpose and structure
Review key activities
Review the outputs you will produce with the playbook
Learn about Ver de Verdad, the enterprise originator, that’s the basis of the playbook
Access slides here:
Module 2: Business Opportunity & Impact
During Module 2 you will:
Review required conditions to start an optical business
Understand regulatory and other local conditions required
Learn how VDV understood its competitive context and positioned itself to succeed
Describe the challenge that your enterprise addresses and the solution it offers
Define your value proposition and identify your most important impact metrics
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Module 3: Value Chain & Business Logic
During Module 3 you will:
Review a diagram depicting Ver de Verdad’s value chain
Explore value chain dynamics
Visually represent your enterprise’s value chain in a diagram
Think about risks you may be introducing by deviating from Ver de Verdad’s approach
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Module 4: Markets & Customers
During Module 4 you will:
Review Ver de Verdad’s customer segmentation and marketing strategies
Define and segment your target market
Define your primary customers and develop a simple customer pitch
Determine how you will reach your customers and maintain relationships
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Module 5: Stores
During Module 5 you will:
Understand the importance of VDV stores and what makes them succeed
Learn about the three types of VDV stores
Review VDV store dynamics: branding, site selection, opening sequence, performance goals, & key roles stores play
Identify potential sites
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Module 6: Sales
During Module 6 you will:
Understand who your sales agents are
Determine your step-by-step sales process, informed by that of VDV
Determine how you will build your sales network
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Bonus Tips & Tricks #1:
Check point 1: Time for your first one-on-one
Reach out to Rob Shelton via email to let him know when you want to schedule your one-on-one mentorship session.
Module 7: Products & Suppliers
During Module 7 you will:
Learn about the products VDV offers, and determine initial levels for your first stores
Learn about VDV's suppliers, and identify promising local suppliers for your stores
Explore key concepts and pitfalls in inventory management
With input from suppliers, fill an Excel template with your initial products--prices, margins, and inventory cycles
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Bonus Tips & Tricks #2:
Module 8: Metrics
During Module 8 you will:
See the breadth and depth of VDV’s performance measurement, and determine your top metrics
Understand the cycle by which VDV identifies and solves problems using metrics, and begin a weekly review to assess performance against your top metrics
Understand how VDV uses software systems to support measurement and management
Benchmark local retailers to determine financial performance targets, after reviewing VDV’s
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Bonus Tips & Tricks #3:
Module 9: Teams & Organization
During Module 9 you will:
Describe the sophistication and vigilance required to lead an optical enterprise
Learn about VDV’s initial team composition and how it’s changed as VDV has grown
Define personnel requirements of your enterprise now and over the coming 1-3 years
Where can you find qualified optometrists and salespeople to work in your stores? Explore your local market
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Bonus Tips & Tricks #4:
Check point 2: Time for your next one-on-one
Reach out to Rob Shelton via email to let him know when you want to schedule your one-on-one mentorship session.
SET 3
Module 10: Financial Model
During Module 10 you will learn:
Focus on unit economics, the cornerstone of profitability for a multi-unit network of optical shops
Consider the financial dynamics of scaling and supporting a network of profitable optical shops
Learn how to inform key business decisions using a numerical What-If analysis tool we provide that incorporates elements from all other playbook modules
Create a What-If financial model using your own estimates. Examine the funding required to get started in the first 2 years
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Bonus Tips & Tricks #5:
Module 11: Modes of Finance
During Module 11 you will:
Explore different types of funding available to optical enterprises
Learn how to convert your capital requirements into a well-structured funding request
Determine what modes of financing are most appropriate for your enterprise and identify potential funders
Dig into potential funding sources, one by one. Then begin meeting potential funders, refining your funding pipeline along the way
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Bonus Tips & Tricks #5:
Check point 3: One-on-one time
Reach out to Rob Shelton via email to let him know when you want to schedule your one-on-one mentorship session.
SET 4
Module 12: Roadmap & Pitch
During Module 12 you will:
Collect all your module outputs in one place – they are the basis of your business plan
Mine your collection of Road Map Outputs to assemble a 6-month execution plan called My Road Map– your initial activities to get things moving and build your enterprise
Learn about administrative actions to take as you launch your business, along with recommendations on types of support to seek along the way
Prepare to present your enterprise business plan and funding request
Access slides here:
Check point 4: It's your final one-on-one
Reach out to Rob Shelton via email to let him know when you want to schedule your one-on-one mentorship session.