lead with purpose free october webinar | simple & successful transition from q3 to q4
TRANSCRIPT
Blake CanedySession 19/17/15
WIN THE FINAL LEGFinish 2015 Strong With a Winning Q4
Presented by:
Marc KoehlerPresident, Lead With Purpose E3 Learning Series
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YOUR BIGGEST CHALLENGEWITH ONE QUARTER LEFT?
If You Want to Go Fast,
Go Alone.
If You Want to Go Far,
Go together.African Proverb
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ENGAGEMENT
Leadership / Inspiring Story / Engage Management / Shorter Term Goals / Empower
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FINISHING 2015 STRONG
E3 Learning Series
WINNING Q4 TRANSITION
1) PREPARATION
2) Q3/Q4 TRANSITION MEETING
3) ROLL-OUT TO COMPANY
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PREPARATION - SHARED Q4 VISION
TRANSFORM YOUR TEAM to 12/31/15
11DEC 201531
1 / 1 / 1 5
G O A L$ 1 6 M R E V
G O A L $ 1 2 M R E V
G O A L $ 8 M R E V
G O A L $ 4 M R E V
A c t u a l$ 3 M R E V
A c t u a l$ 7 M R E V
A c t u a l$ 1 0 M R E V
Q 4 G o a l$ ? ? M R E V
1 2 / 3 1 / 1 5
12/31/15 Vision
9/30/15
Current Status
DEPARTMENT TEAM MEETINGS
EVALUATE Q3 GOALS (Completed, Moved, Deleted)
SHARE STORIES
SET Q4 SMART GOALS (Prioritized 3-5 total)
EVALUATE Q3
SHARING STORIES
SET Q4 GOALS
PREPARATION SUMMARY
1) CREATE 12/31/15 SHARED VISIONEveryone Update Goal StatusGather Leadership Team (5-30 mins) Set Departmental and Transition Meeting expectations
2) DEPARTMENTAL TEAM MEETINGS Evaluate Q3 Goals (Completed, Moved, Deleted)Best Q3 Stories Q4 SMART Goals (Prioritized 3-5 total)
CHECK-IN WITH YOU
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BIGGEST TAKEAWAY
WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.) Story Telling SWOT Review 2015 Annual Goals Review Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time) Shared Q4 Vision Meeting Department Team Meetings Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (45 mins)
TRANSITION MEETING
AGENDA
Story Telling (20 mins)
SWOT Review (15 mins)
2015 Annual Goals (15 mins)
Q3 Review / Q4 Goals (15 min/person)
ONCE UPON A TIME….
BRAIN ON DATA
BRAIN ON STORIES
CREATING YOUR OWN STORIES
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STORYTELLING (20 MINS)
Who What Exhibited?Recognized
By X-Engage
Bill (Engineer)
Delivered project 2 weeks early.
Worked late on his own.
Strive for Excellence
Susan(VP Engineering)
Lisa(VP of Marketing)
Frank(Cust. Serv. Rep)
Great Feedback from #1
customerListen
Julie (CS Manager)
Scott(VP Operations)
SWOT REVIEW (15 MINS)
Ask Questions- Are these still relevant?- Any changes in priority?- Anything need to be added? Deleted?- Add any goals based upon the SWOT?
2015 ANNUAL GOALS (15 MINS)
Q3/Q4 GOALS (15 MINS/person)
Q 3 A c c o m p l i s h m e n t s
Q 4 G o a l s
RECOMMEND 3 GOALS PER DEPARTMENT
WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.) Story Telling SWOT Review 2015 Annual Goals Review Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time) Shared Q4 Vision Meeting Department Team Meetings Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (30 mins)
ROLL-OUT Q4 PLAN
CHECK-IN WITH YOU
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BIGGEST TAKEAWAY
WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.) Story Telling SWOT Review 2015 Annual Goals Review Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time) Shared Q4 Vision Meeting Department Team Meetings Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (30 mins)
BLUEPRINT (Amazon and Barnes & Noble)
COACHING & 2016 PLANNING WORKSHOPS
Friday, Nov. 20th
Friday Dec. 4th/11th
Thursday Dec. 17th
Friday January 8th/5th/22nd
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WHAT’S MOST VALUABLE FOR YOU?
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FINISHING 2015 STRONG
E3 Learning Series
#1 - Shared Vision/Team Involved #2 - Q3/Q4 Transition Meeting#3 – Roll Out to Entire Company