From staff superstar to manager, now what? This three-hour course is designed for those superstar staff members who have been promoted to manager. Attendees will learn how to shift from being a ‘doer’ to managing the ‘doers,’ how to adjust and thrive as a new manager or supervisor of the team from which they were just promoted, understand hourly versus salary expectations from a management perspective, and working with and being respected by your peers and friends.
This comprehensive course is designed to raise the bar for wine industry leaders by sharpening communication and people management skills while building financial acumen. WISE #201 is a cost-effective way to take both WISE #202 and #203. WISE #202 focuses on people management, while WISE #203 covers the basics of winery finance and accounting for non-accountants. Students leave this course with the skills required to manage the people and the numbers that drive a successful winery.
This course is now offered as a series of smaller sessions so you can pick and choose what is best for you.
Designed for wine industry leaders, these workshops will sharpen communication and people management skills, including effective leadership and communications, hiring and motivating, building awesome teams and managing to peak performance.
This course is now offered as a series of workshops or as a full course, so you can pick and choose what is best for you.
Part of the WISE Leadership Series, this crash course demystifies finance and accounting for non-accountants. The financial fluency taught in this course is foundational to all WISE Level II coursework. This course is designed to take the mystery out of winery accounting and make sense of the three main financial statements. Attendees will work with a sample company as they learn to become comfortable with the language of business. In addition to understanding the three bottom lines, attendees will also learn how to evaluate options, work with key ratios, and spot red flags in financial statements. Attendees will leave this class with a new appreciation for the financial challenges of owning a winery, their role in supporting overall financial results, and the importance of asking questions.
Part of the WISE Leadership Series, this is a one day crash course that focuses on the process of effective budgeting for all Direct To Customer (DTC) channels (Tasting Room, Wine Club, Online, Events, etc.) focusing on metrics, understanding DTC financial statements, bottom-up assumptions and gaining team buy-in. This course is foundational to all WISE Level III DTC Leadership coursework. At the end of the day, participants will have the tools they need to create realistic budgets that are connected to business and operational goals.
This course is an overview that is designed to help executives better understand the metrics required to manage the various DTC channels (tasting room, wine club, online, phone sales, direct sales, events, etc.). This course uses real-life experiences to explain the DTC channels and their connection to ROI. When they leave this class, DTC professionals will know how to evaluate team and individual performance in each of the sales channels. They will know how to spot problem areas of the business and how to take corrective action.
This course focuses on the strategic needs of tasting room managers. Topics include team management, retail and merchandising fundamentals, and sales best practices and measurement techniques. At the completion of this course, tasting room professionals will have tools for managing up, down, and in the mirror. They will be well-versed in all aspects of leading a team to business success.
This course focuses on core responsibilities of successful event managers. Topics cover best practices in event planning from staff management to food service standards to planning and budgeting. At the completion of this course, event professionals will have a roadmap for producing memorable and profitable events.
This course focuses on all aspects of strategic wine club management, including club design, member acquisition and retention, and metrics and measures. Emphasis is placed on wine club direct to consumer best practices and integration with other DTC functions at the winery. At the completion of this course, wine club professionals will have the skills they need to build repeatable processes that lead to increased sales and engaged wine club members.
This course focuses on the skills needed to strategically manage online presence in multiple digital mediums. Topics include best practices for online sales and keys to creating a comprehensive digital strategy that leverages available technology.
This class will provide you with the tools needed to run a successful outbound phone marketing program. Understand the best practices in staff management, messaging and frequency, CRM list segmentation and offer generation, staff compensation and issue resolution, and how to measure financial success through metrics and customer loyalty data. Understand how to manage an outbound phone team and watch your customer data expand and profits increase through the application of CRM best practices for this channel.
This course will help you develop the virtual sales management tools you need – from programming strategies, to building more virtual sales, to managing virtual sales teams – to grow this new DTC sales channel. Building out or fine-tuning a Virtual Experience (VX) team requires understanding what is working, what needs to change, and what is needed. Attendees will understand the potential of this channel and build a roadmap to make it successful for their brand and goals.