keith mc farland presentation
DESCRIPTION
2009 GHTA Conference PresentationTRANSCRIPT
GHTA 2009
The Breakthrough Company
•Analysis of 7000 + private companies over
a 22- year period
5-Year Study
The Breakthrough Company
•Analysis of 7000 + private companies over
a 22- year period
•Top 9 performers compared to 9
comparison companies
5-Year Study
The Breakthrough Company
•Analysis of 7000 + private companies over
a 22- year period
•Top 9 performers compared to 9
comparison companies
•Field studies in 53 companies
5-Year Study
Revenue Growth
0
1
2
3
4
5
6
7
8
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Revenue
5- Year Study
ROE: 2 x
Industry Average
ROS: 3 x
Industry Average
$1 Invested in 6 Public Companies
$-
$50.00
$100.00
$150.00
$200.00
$250.00
1 2 3 4 5 6 7 8 9 10 11 12 13
Years after IPO
S& P 500
6 Public Breakthrough Companies
Who are these companies?
Company
ADTRAN
Chico’s FAS
Express
Fastenal
Intuit
Paychex
Polaris
SAS
Staubach
Inc 500
92
89
88
82
90
82
86
82
85
Begin. Rev
$42.6 mil.
$ 6.2 mill
$50.0 mil
$3.7 mil
$18.7 mil
$14.4 mil
$90.0 mil
$10.1 mil
$ 2.8 mil
Status
Public
Public
Private
Public
Public
Public
Public
Private
Private
Location
Huntsville, AL
Fort Meyers, FL
Oklahoma City, OK
Winona, MN
Mountainview, CA
Rochester, NY
Medina, MN
Cary, NC
Addison, TX
A Curious Surprise
Some Principles of Bounce
1. Embrace the Bounce
Disruptive
Change
Steady State
DisintegrationReintegration
New Steady State
The Good Times The Tough Times
Tale of Two Companies
Superball
Inc.
The Xmas
Ornament
Group
2. Manage the Anxiety
Convert A1 to A2
A1
The fear of
what might
happen to us
A2
The fear of
what will happen
If we DO NOT
CHANGE
3. Manage the Mental Factors
Managing the Mental Factors
• See things as they really are
• Get people involved in thinking
through the issue
• Involve outsiders
Managing the Mental Factors
• Treat causes not symptoms
Managing the Mental Factors
• Drive “We Control” vs. “They Control”
thinking
Managing the Mental Factors
• Hold hands in traffic
Growth Companies Peformance Lab
The RED™ Process