10 insights for designing an executive checklist | james m. kerr

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Tune in at www.33voices.com/interviews/desig…utive-checklists James M. Kerr is a management consultant and organizational behaviorist. He specializes in strategic planning, corporate transformation and project & program development. For more than 20 years, Jim has forged a different type of consulting practice – one that does its engagements “with” its clients, instead of “to” them. Whether helping larger organizations, like The Home Depot re-imagine its store operations, or advising smaller firms, like specialty insurer Jewelers Mutual open up new markets, Jim has a reputation of making a difference. A recognized thought leader, Jim continues to provide cutting edge solutions to his clients through a strong dedication to research and study. The Executive Checklist (Palgrave Macmillan, 2014) is Jim’s fourth business strategy book and is available in stores, now. It is a testament to his commitment to helping leaders improve the ways in which they guide and shape their organizations.. A graduate of Bentley University located in Waltham, Massachusetts, Jim earned an M.S. degree in Management Science from Rensselaer Polytechnic Institute -- where he continues to teach graduate-level Strategic Planning courses in its Lally School of Management.

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Page 1: 10 Insights for Designing an Executive Checklist | James M. Kerr

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insights from James M. Kerr

Page 2: 10 Insights for Designing an Executive Checklist | James M. Kerr

This presentation consists of highlights from the interview with Moe Abdou,

founder & host of 33voices®.

Page 3: 10 Insights for Designing an Executive Checklist | James M. Kerr

James M. KerrJames M. Kerr is a management consultant and organizational behaviorist. He specializes in strategic planning, corporate transforma-tion and project & program development. For more than 20 years, Jim has forged a dif-ferent type of consulting practice – one that does its engagements “with” its clients, in-stead of “to” them.

Whether helping larger organizations, like The Home Depot re-imagine its store operations, or advising smaller firms, like specialty insurer Jewelers Mutual open up new markets, Jim has a reputation of making a difference.

@James_M_Kerr

Page 4: 10 Insights for Designing an Executive Checklist | James M. Kerr

1

An executive checklist not only aligns an executive team -

it serves to minimize otherwise avoidable mistakes and failures.

Page 5: 10 Insights for Designing an Executive Checklist | James M. Kerr

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Leaders who are builders start with a dream, and then articulate it through a vision story

that galvanizes action and engagement.

Page 7: 10 Insights for Designing an Executive Checklist | James M. Kerr

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Leaders who make inclusiveness a strategic priority:

Attract and retain top tier talent

Page 8: 10 Insights for Designing an Executive Checklist | James M. Kerr

3

Leaders who make inclusiveness a strategic priority:

Understand that diversity is a key driver to innovation

Page 9: 10 Insights for Designing an Executive Checklist | James M. Kerr

3

Leaders who make inclusiveness a strategic priority:

and Invite ideas from everyone in the organization

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4

Trust issues are likely to emerge when the people in your organization lose

their external focus.the competition is always on outside,

never inside.

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5

Creating a strategic planning process involves:

Comparing the baseline to your desired vision

Page 14: 10 Insights for Designing an Executive Checklist | James M. Kerr

5

Creating a strategic planning process involves:

Creating a strategic plan that bridges potential gaps

Page 15: 10 Insights for Designing an Executive Checklist | James M. Kerr

5

Creating a strategic planning process involves:

Instituting an administration process plan

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6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Page 18: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt narrow project scope

Page 19: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt not suffer a fat team

Page 20: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt require full-time business participation

Page 21: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:Thou shalt establish project review panels

Page 22: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt not provoke burnout

Page 23: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt seek outside assistance as needed

Page 24: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt empower project teams

Page 25: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:Thou shalt use project management tools

Page 26: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:Thou shalt recognize and reward success

Page 27: 10 Insights for Designing an Executive Checklist | James M. Kerr

6

When you learn to manage work through projects,

execution becomes achievable. Follow the 10 commandments:

Thou shalt not tolerate quick and dirty work efforts

Page 28: 10 Insights for Designing an Executive Checklist | James M. Kerr

7

When you think of renovating your business, always start with differentiation.what’s the one thing that only you can do?

Page 29: 10 Insights for Designing an Executive Checklist | James M. Kerr

8

Exponential business growth without people, training, measurement, and incentive alignment

is impossible.Synchronize them or stagnate.

Page 30: 10 Insights for Designing an Executive Checklist | James M. Kerr

9

Transparency improves performance.your information flow must be inclusive, consistent and collaborative.

Page 36: 10 Insights for Designing an Executive Checklist | James M. Kerr

Is your most important business process transferable?

REALLY REFLECT...