Managing Professional Development

• US 20110029353A1
• Filed: 08/03/2009
• Published: 02/03/2011
• Est. Priority Date: 08/03/2009
• Status: Active Grant

• Current Assignee: The Strategic Coach Incorporated
• Original Assignee: The Strategic Coach Incorporated
• Inventors: Sullivan, Daniel J.
• Granted Patent: US 11,138,528 B2
• Time in Patent Office: Days
• US Class Current: 705/9
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling

Abstract

Systems and methods for managing professional development are provided. A client provides information indicating a current status, which may concern a professional task performed by the client and a portion of income associated with the task. The progress of the client toward a professional goal is calculated, and a recommendation concerning an appropriate next step is communicated to the client. Professional goals may include a level of income, efficiency, type of tasks performed, etc.

Claims

1. A method for managing professional development, the method comprising:

receiving client information indicating a current status of a client, the current status concerning a professional task performed by the client;

executing instructions stored in memory, wherein execution of the instructions by a processor;

identifies a professional goal associated with the client based on the received client information,

calculates client progress toward the identified professional goal based on the received client information, and

determines a next step for the client to advance toward the professional goal, the determination based on the calculated user progress, and

communicating to the client a recommendation for achieving the professional goal, the recommendation indicating the determined next step.

2. The method of claim 1, wherein the client information comprises information concerning a portion of client income associated with the professional task.

3. The method of claim 2, wherein calculation of the client progress comprises generating a projected income for a day dedicated to performance of the professional task and wherein determination of the next step comprises determining a number of dedicated days required to achieve the professional goal.

4. The method of claim 3, wherein the recommendation comprises a schedule comprising the determined number of dedicated days.

5. The method of claim 4, wherein the schedule further comprises a number of non-dedicated days, the non-dedicated days including free days and preparation days, the preparation days dedicated to preparing for dedicated days or free days.

6. The method of claim 4, wherein the recommendation further comprises identified opportunities for short-term and long-term results, the opportunities related to the professional task.

7. The method of claim 2, wherein the professional task is associated with a classification and wherein calculation of the client progress comprises determining a proportion of income attributed to professional tasks associated with the classification.

8. The method of claim 7, wherein the classification is based on a level of reliance on commodities.

9. The method of claim 7, wherein determining the next step comprises comparing the proportion of income to the professional goal, the professional goal being defined based on an industry of the client.

10. The method of claim 2, wherein calculation of the client progress comprises generating an average income associated with a plurality of professional tasks, the plurality of professional tasks having been identified by the client as most profitable.

11. The method of claim 10, wherein determination of the next step comprises establishing a minimum income baseline.

12. The method of claim 11, wherein the recommendation comprises determining a range of professional tasks for focus based on the minimum income baseline and the professional goal.

13. A system for managing professional development, the system comprising:

a memory configured to store client information indicating a status of a client, the status concerning a professional task performed by the client;

a processor configured to execute instructions stored in memory to;

identify a professional goal associated with the client based on the client information,

calculate client progress toward the identified professional goal based on the client information, and

determine a next step for the client to advance toward the professional goal, the determination based on the calculated user progress, and

an interface configured to communicate to the client a recommendation for achieving the professional goal, the recommendation indicating the determined next step.

14. The system of claim 13, wherein the client information comprises information concerning a portion of client income associated with the professional task.

15. The system of claim 14, further comprising a focus day calculator module stored in memory and executable by the processor to:

generate a projected income for a day dedicated to performance of the professional task; and

determine a number of dedicated days required to achieve the professional goal.

16. The system of claim 15, further comprising a entrepreneurial calendar module stored in memory and executable by the processor to generate schedule comprising the determined number of dedicated days and non-dedicated days, the non-dedicated days including free days and preparation days, the preparation days dedicated to preparing for dedicated days or free days.

17. The system of claim 14, wherein the professional task is associated with a classification and further comprising an intellectual capital calculator module stored in memory and executable by the processor to determine a proportion of income attributed to professional tasks associated with the classification.

18. The system of claim 14, further comprising a largest check calculator module stored in memory and executable by the processor to

generate an average income associated with a plurality of professional tasks, the plurality of professional tasks having been identified by the client as most profitable;

establish a minimum income baseline; and

determine a range of professional tasks for focus based on the minimum income baseline and the professional goal.

19. A computer-readable storage medium having embodied thereon a program, the program executable by a processor to perform a method for managing professional development, the method comprising:

receiving client information indicating a current status of a client, the current status concerning a professional task performed by the client;

identifying a professional goal associated with the client based on the received client information;

calculating client progress toward the identified professional goal based on the received client information;

determining a next step for the client to advance toward the professional goal, the determination based on the calculated user progress, and

communicating to the client a recommendation for achieving the professional goal, the recommendation indicating the determined next step.

20. The computer readable medium of claim 19, wherein the client information comprises information concerning a portion of client income associated with the professional task.