New Template

1-Year Plan Review

Goal is 80% or better

Annual Goals are the biggest, most important priorities in the business for the year, those things we said had to get done

Financials & Measurables Review

Goal review

Done or Not Done with no commentary

85% is not Done

Lessons learned?

Rock Review

Goal is Mastery; Understanding and Implementation

Rocks are the biggest, most important priorities in the business for the next 90 days

Rock review

Done or Not Done with no commentary

85% is not Done

Lessons learned?

Letter Grade?

Department Rocks Completion?

Organizational Checkup

Where are we strong, and where are do we need to focus in the coming year?

1

Take 5 quiet minutes to complete the check up

Don’t total the ratings just yet!

We’ll share our ratings, discuss & extract all key issues

2

Change your rating if the discussion changes your mind

3

Do the math!

4

Goal is 80% or higher & alignment!

SWOT Variation

Examining the internal and external

Strengths, Weaknesses (Internal to the organization)

& Trends (Externally what we see in the marketplace)

Replace Opportunities & Threats with Trends because:

Opportunities are just the opposite of weaknesses

We need to be forward looking in today's changing times

Core Values

A small set of timeless, guiding principles

They define your culture - who you are - what you stand for

Defines the “right” people for your organization

Are these the right Core Values?

Are we willing to Hire, fire, review, reward and recognize your people based on these Core Values?

Core Focus™

Consists of Two Hemispheres…

Your purpose / cause / passion or your “why”

Your niche, what you can be the best in the world at or your “what”

“When things are really clicking for an organization, you are more likely to die of indigestion of too many opportunities than you are of

starvation of not enough.”

–Jim Collins, Good to Great

10-Year Target™

Your Big, Hairy, Audacious Goal

5 to 30 years out

S.M.A.R.T

Qualitative and/or Quantitative

Should be energizing

It will align the entire organization around a common goal

Marketing Strategy

Your Economic Engine

Simplified approach to your sales and marketing efforts

A great sales and marketing approach starts with getting crystal clear on four things:

1

Target Market, your ideal customer

Your Three Uniques

2

Proven Process (yes/no)

3

Guarantee (yes/no)

4

Marketing Strategy

Cont.

Your Economic Engine

Defining your ideal customer and the message that is most valuable to them

It’s simple, don’t over complicate it

Enables your people to make better decisions

Must be applied consistently (7 times to hear it for the first time)

Issues (& Opportunities)

What’s not working yet?!

We’ll skip the 3-Year Picture, 1-Year Plan & Quarterly Rocks as we’ll be creating new ones

Issues – let’s clean up the list!

Keep, kill, or combine

Are any no longer issues?

Any issues missing?

No solving or discussing now

Foundational Tools

– up to date and still the best structure?

Accountability Chart

Scorecard

- Are they giving you a pulse on the business?

- How are our ratings? How might we improve?

Meeting Pulse

L + M = A Tools

How well are we leading & managing?

Clarity Breaks – Are we taking them?

Same Page Meetings – Are the Visionary & Integrator meeting?

Quarterly Conversations – Are we having them with our people?

One Thing Commitments – Did we meet them?

Day 1

Check-In, Day 2

1

Day 1 highlight?

Where is your head, how are you feeling?

2

Expectations for the 2 days

3

(Restated to make sure we’re on track)

3-Year Picture Review

Alignment to all see the same image in our mind

Vivid vision of where the business will be in 3 years

Should be high level, motivating, easily understood

Like a recruiting brochure

Simplified approach to strategic planning that will direct decision making

Simplified financials

Do we love it? Ready to move on?

1-Year Plan

Bring the vision down to the ground

Simplified financials

Key Measurables

3-7 goals for the year

Must be SMART

Align the leadership team

Rocks

Next 90 days

What did we learn from the last rock cycle?

Must be Specific, Measurable and Attainable

Discuss and Debate

Use your issues list and prioritize for Rock candidates

Keep, kill, combine and cut the list down to the 3-7 most important things

Less is more

Rocks

Homework:

Fill out your SMART Rock planner and share by the next L10 meeting

Set Rocks for your department, due 2 days before our next session

Consider a Mid-Quarter rock check-in

Issues (& Opportunities)

Identify, Discuss, Solve:

Identify - Dig down to the root of the issue. Keep going until you’ve hit the nerve.

Discuss - Discuss with the team all the potential solutions to the real issue. Every one should participate in this step.

Solve - Determine the 1-3 To-Do’s that will solve the issue over time.

Next Steps

Progress, not perfection…

Focus on completing your Rocks

Update all your tools

Schedule your State of the Company

Share your 2019 Hall of Fame

Add your One Thing Commitment to your L10 Agenda

Conclude

Progress, not perfection…

Feedback? Where’s your head, how are you feeling?

What was most impactful?

Restate your One Thing Commitment

Expectations, were they met?

Rating (1-10), on how we did together as a team?