Return to Scaling Up™ Service Page

EXPLORE PHASES AND MODULES

Annual Scaling Up™ Training: A Focused, High-Impact Approach to Growing

Access to all Scaling Up™ PDF exercises, tools, videos, resource materials.

Instructor: A Certified Scaling Up™ Trainer on the Champion PSI Team

Running a business is ultimately about finding freedom. Through the Scaling Up™ process, you will be trained on the tools necessary to achieve your growth goals, regardless of your business size or industry. Through this business training partnership, we’ll help you focus on four major business decisions involving people, strategy, execution, and cash.

More than 60,000 firms have found these teachings valuable and have increased business growth by utilizing the One-Page Strategic Plan, the Rockefeller Habits Execution Checklist, and over 50 other critical tools described in the Scaling Up™ handbook.

Too many leaders and executives exhaust themselves to the point where they dread the thought of growth. They feel like they’re dragging a boulder up a hill. When increased revenues don’t yield an equal increase in productivity, they wonder if any of it is even worth it. Don’t become one of these leaders.


Show more

Phase 1

12 MONTHLY MODULES

Phase 1 consists of a two-day kickoff to launch your One Page Strategic Plan, followed by 12 monthly full-day training modules. Each session builds leadership skills, aligns quarterly goals, and improves accountability. Optional bi-weekly online half-days are also included.

Phase 2

12 MONTHLY MODULES

Build on Phase I with deeper leadership, communication, and strategy work. Over 12 monthly modules, your team will embed Scaling Up™ tools to drive purpose, alignment, and efficiency—changing insights into lasting execution and measurable business growth.

Phase 3

12 MONTHLY MODULES

Advance your leadership with deeper training in people, strategy, execution, and cash. Phase III sharpens team development and cultural alignment, equipping leaders to scale intentionally with tools that embed clarity, accountability, and long-term organizational growth.

HOW PHASE I IS DELIVERED

Phase I Breakdown: 12 Monthly Modules

Phase I begins with a two-day leadership kickoff retreat designed to align your team and lay the foundation for your One Page Strategic Plan. From there, you’ll move through 12 monthly full-day sessions—most lasting 8 hours—each focused on a key area of growth. These sessions build leadership capability, drive action toward quarterly goals, and include individual leadership check-ins. Optional bi-weekly half-day online sessions provide added momentum and support.

MONTH 1

Two Day Leadership Team Retreat

Duration: 16 Hours

  • 2-day leadership retreat on foundation, vision & strategy
  • Learn Scaling Up™ and the Four Decisions™ framework
  • Complete assessment to identify strategic priorities
  • Build draft One Page Strategic Plan with 3-year thrusts, annual goals & quarterly rocks
  • Leave with clear direction, team alignment & execution roadmap

MONTH 2

Rockefeller Habits Checklist/ WWW

Duration: 8 Hours

  • Learn to assess your team using the Rockefeller Habits Checklist
  • Evaluate alignment with your One Page Strategic Plan
  • Spot gaps and opportunities to strengthen execution
  • Assign individual accountabilities based on checklist insights
  • Leave with clear next steps tied to structure and ownership

MONTH 3

Create Core Values, Purpose, Vision, and Mission

Duration: 8 Hours

  • Learn to identify values that shape team culture and growth
  • Define your organization’s purpose, vision, and mission statements
  • Align values and vision with your One Page Strategic Plan
  • Review or create clear guiding principles for strategic direction
  • Leave with a refined identity to drive culture and growth

MONTH 4

Talent Assessment

Duration: 8 Hours

  • Learn the A, B, and C player talent framework
  • Match roles and tasks to employee strengths and profiles
  • Complete a TopGrading exercise to assess team performance
  • Identify gaps in placement, development, and hiring
  • Leave with a clearer plan to build and strengthen your team

MONTH 5

Function Accountability Chart & Execution

Duration: 8 Hours

  • Identify the critical functions that drive business growth
  • Assign clear accountability to each key function in the org
  • Spot gaps in ownership, structure, or role alignment
  • Evaluate performance of each function against outcomes
  • Leave with a sharper org chart and stronger execution clarity

MONTH 6

Cash Acceleration Strategies

Duration: 8 Hours

  • Understand the Cash Flow Cycle and its impact on growth
  • Evaluate your organization’s current cash flow performance
  • Identify bottlenecks that slow down cash movement
  • Learn strategies to shorten the Cash Flow Cycle
  • Leave with actionable steps to improve cash and scalability

MONTH 7

Power of One

Duration: 8 Hours

  • Learn how small 1% or 1-day changes impact bottom-line cash
  • Review income and expense sources across the organization
  • Identify high-impact opportunities for financial adjustments
  • Understand the compounding effect of minor improvements
  • Leave with quick wins to boost cash flow and profitability

MONTH 8

Strengths, Weaknesses & Trends

Duration: 8 Hours

  • Identify key internal strengths and weaknesses in your business
  • Analyze external trends affecting your market or industry
  • Link trend insights to real risks and growth opportunities
  • Map out actions based on internal and external findings
  • Leave with a clearer view of where to adapt or invest

MONTH 9

Core Customer/ Brand Promise

Duration: 8 Hours

  • Identify your organization’s ideal core customer
  • Learn how to craft a clear and compelling brand promise
  • Connect promises to your values and customer expectations
  • Establish KPIs tied to delivering on your brand promise
  • Leave with a messaging and metrics plan rooted in purpose

MONTH 10

Sandbox

Duration: 8 Hours

  • Define your organization’s ideal “sandbox” or field of play
  • Assess current markets, segments, and geographic focus
  • Identify where the business can compete and win consistently
  • Outline key actions to dominate your chosen space
  • Leave with a sharper strategic focus and clearer execution plan

MONTH 11

Key Thrusts

Duration: 8 Hours

  • Learn how to identify 3–5 key strategic thrusts for growth
  • Evaluate which long-term initiatives will move the needle
  • Clarify strategic priorities for the next 3 to 5 years
  • Align Key Thrusts with your vision and One Page Plan
  • Leave with a focused roadmap for sustainable expansion

MONTH 12

Individual Plan: Priorities, KPI’s and Milestones

Duration: 8 Hours

  • Connect individual priorities to the company’s strategic goals
  • Learn how to set effective KPIs and milestones
  • Translate vision into actionable, measurable plans
  • Ensure every team member knows what success looks like
  • Leave with a clear personal plan for the year ahead

HOW PHASE II IS DELIVERED

Phase II Breakdown: 12 Monthly Modules

This advanced Scaling Up™ course helps you and your leadership team achieve both professional and organizational goals. We will train your leadership team to adopt, implement, and embed the world-class Scaling Up™ tools, skills, and best practices through business training. We offer this service online and in-person.

The Advanced Phase II course provides executives with a deeper understanding of communication, leadership, and purpose as a team while increasing overall efficiency.  Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

MONTH 1

OPSP Update & Core Purpose

Duration: 16 Hours

  • Clarify your organization’s core purpose with precision
  • Understand how purpose drives all key strategic decisions
  • Connect purpose to long-term goals and daily actions
  • Ensure alignment across leadership around purpose-driven focus
  • Leave with a clear, compelling core purpose to guide execution

MONTH 2

Profit per X

Duration: 8 Hours

  • Learn how to identify your Profit per X ratio
  • Define the single metric that reflects organizational health
  • Connect financial clarity to operational decision-making
  • Align team focus around the most impactful performance lever
  • Leave with a simple metric to track profit and scalability

MONTH 3

Big Hairy Audacious Goals (BHAG)

Duration: 8 Hours

  • Learn what defines a Big Hairy Audacious Goal (BHAG)
  • Understand how a BHAG guides bold, long-term strategy
  • Use your BHAG to align and inspire your entire organization
  • Ensure strategic decisions support your long-term vision
  • Leave with a BHAG that motivates action and builds momentum

MONTH 4

5 Team Dysfunctions

Duration: 8 Hours

  • Learn the 5 Dysfunctions that hold teams back from high performance
  • Assess your team’s current dynamics against the dysfunction model
  • Identify trust, conflict, commitment, accountability, and results gaps
  • Apply techniques to foster honesty, alignment, and collaboration
  • Leave with a stronger, more cohesive and self-aware leadership team

MONTH 5

Labor Efficiency Ratio

Duration: 8 Hours

  • Learn how to calculate your Labor Efficiency Ratio (LER)
  • Use LER to evaluate team productivity and output per dollar
  • Determine if current staffing levels match organizational needs
  • Identify when to hire based on efficiency, not gut feel
  • Leave with a data-backed approach to scaling your team

MONTH 6

Communication Rhythms

Duration: 8 Hours

  • Learn the importance of strong communication rhythms
  • Understand what content belongs in each meeting type
  • Establish daily, weekly, monthly, and quarterly meeting cadences
  • Align communication flow with strategic and operational goals
  • Leave with a clear rhythm that drives focus and accountability

MONTH 7

Core Competencies

Duration: 8 Hours

  • Learn why identifying core competencies is critical to growth
  • Discover what your organization does better than anyone else
  • Assess internal strengths that drive differentiation and value
  • Link core competencies to long-term strategic execution
  • Leave with clarity on how to leverage strengths for scale

MONTH 8

3-5 Differentiating Activities

Duration: 8 Hours

  • Identify 3–5 key activities that set your business apart
  • Align differentiators with strategy and long-term vision
  • Focus team effort on what creates real market advantage
  • Strengthen the link between BHAG and day-to-day execution
  • Leave with an action plan to embed these activities company-wide

MONTH 9

Actions to Live By

Duration: 8 Hours

  • Create 3–5 daily behaviors that reflect core values and purpose
  • Bring your long-term vision to life through consistent actions
  • Reinforce company culture through simple, repeatable habits
  • Connect individual behavior to organizational identity
  • Leave with a values-driven blueprint for everyday execution

MONTH 10

Profitability Analysis

Duration: 8 Hours

  • Learn how to evaluate your company’s profitability in detail
  • Identify areas where revenue or costs impact bottom-line growth
  • Optimize financial health to increase fundability and confidence
  • Use insights to inform strategic and operational decisions
  • Leave with a clear picture of profitability and areas to improve

MONTH 11

NPS & ENPS

Duration: 8 Hours

  • Understand the value of feedback from customers and employees
  • Learn how to deploy Net Promoter Score (NPS) systems effectively
  • Develop internal eNPS to measure team satisfaction and loyalty
  • Link feedback to growth, culture, and retention strategies
  • Leave with scalable systems for ongoing performance feedback

MONTH 12

Winning Theme

Duration: 8 Hours

  • Learn how to unify your team around a powerful quarterly theme
  • Drive alignment and engagement through clear organizational focus
  • Connect goals to purpose with simple, motivating rallying points
  • Build momentum through team-driven accountability and visibility
  • Leave with a strategic theme that activates change company-wide

HOW PHASE III IS DELIVERED

Phase III Breakdown: 12 Monthly Modules

The Advanced Phase III course provides training on how to recruit and develop teams and leaders. It explores how to grow the company through intentional development of a company culture that embraces communication, effective processes, and thoughtful strategy. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

MONTH 1

Interpersonal Communication

Duration: 8 Hours

  • Review and evaluate your current Communication Rhythms
  • Understand Opposite Strengths and complete the OSi inventory
  • Explore how diverse strengths impact team dynamics
  • Learn how to use asynchronous communication effectively
  • Leave with strategies to enhance clarity, trust, and productivity

MONTH 2

Compelling Story Development

Duration: 8 Hours

  • Learn advanced marketing techniques and how to apply them
  • Understand why storytelling drives connection and influence
  • Identify the stories that resonate most with your core customer
  • Develop a compelling narrative that supports your strategy
  • Leave with a story that inspires both customers and team members

MONTH 3

Time and Priority Management

Duration: 8 Hours

  • Learn practical tools for managing time and priorities effectively
  • Understand how time management impacts team efficiency
  • Evaluate your current approach to personal and project planning
  • Identify gaps in how priorities are set and followed through
  • Leave with actionable ways to improve focus and productivity

MONTH 4

Productivity Development

Duration: 8 Hours

  • Learn the 5 Dysfunctions that hold teams back from high performance
  • Assess your team’s current dynamics against the dysfunction model
  • Identify trust, conflict, commitment, accountability, and results gaps
  • Apply techniques to foster honesty, alignment, and collaboration
  • Leave with a stronger, more cohesive and self-aware leadership team

MONTH 5

Recruiting, Hiring, Onboarding Best Practices

Duration: 8 Hours

  • Learn proven strategies to attract and recruit the right talent
  • Identify your organization’s unique “Fit Factors” for hiring
  • Build onboarding systems that support long-term retention
  • Enhance your process with best practices for smoother transitions
  • Leave with tools to improve how you hire, onboard, and grow your team

MONTH 6

TopGrading™ Best Practices

Duration: 8 Hours

  • Learn what TopGrading™ is and why it strengthens leadership teams
  • Understand how to use TopGrading™ for hiring and promotion decisions
  • Gain insight into the full TopGrading™ interview process
  • Integrate TopGrading™ into your recruitment and evaluation systems
  • Leave with practical tools to upgrade team quality and performance

MONTH 7

Dashboarding

Duration: 8 Hours

  • Learn how to use Big Data to uncover trends and insights
  • Explore dashboard tools that centralize and simplify reporting
  • Use dashboards to monitor key metrics and performance signals
  • Understand how data informs organizational health and growth
  • Leave with a clear system for tracking what matters most

MONTH 8

Acquisition Best Practices

Duration: 8 Hours

  • Learn how to assess if acquisition is the right path for growth
  • Understand best practices to evaluate and approach opportunities
  • Prepare your organization to be acquisition-ready, if needed
  • Create systems to support smooth transitions during and after deals
  • Leave with a clear framework for strategic acquisition planning

MONTH 9

Leadership Development (LQi)

Duration: 8 Hours

  • Review and refine your org chart to support leadership growth
  • Learn what the Leadership Quality Index (LQi) measures and why it matters
  • Complete an LQi assessment to identify leadership strengths and gaps
  • Explore how culture attracts and retains high-quality talent
  • Leave with a clear plan to strengthen leadership and align culture

MONTH 10

Accountability Systems and Processes

Duration: 8 Hours

  • Learn best practices for creating a culture of accountability
  • Use tools like Microsoft Teams and IT systems to support accountability
  • Embed accountability processes across all organizational levels
  • Develop rollout strategies that encourage adoption and follow-through
  • Leave with systems to ensure ownership, clarity, and execution

MONTH 11

Coaching Best Practices

Duration: 8 Hours

  • Learn coaching techniques to support leadership alignment
  • Explore methods to coach and empower direct reports effectively
  • Understand how coaching strengthens trust and performance
  • Apply coaching principles to foster accountability and growth
  • Leave with foundational coaching skills for day-to-day leadership

MONTH 12

Leader Transition and Build to Sell

Duration: 8 Hours

  • Learn how to prepare your organization for sale or acquisition
  • Develop systems that support smooth transitions before and after a sale
  • Make your business more attractive and valuable to potential buyers
  • Equip leadership to guide teams through change with clarity and care
  • Leave with a roadmap to exit gracefully while preserving culture

Return to Scaling Up™ Service Page

EXPLORE PHASES AND MODULES

Annual Scaling Up™ Training: A Focused, High-Impact Approach to Growing

Access to all Scaling Up™ PDF exercises, tools, videos, resource materials.

Instructor: A Certified Scaling Up™ Trainer on the Champion PSI Team

Running a business is ultimately about finding freedom. Through the Scaling Up™ process, you will be trained on the tools necessary to achieve your growth goals, regardless of your business size or industry. Through this business training partnership, we’ll help you focus on four major business decisions involving people, strategy, execution, and cash.

More than 60,000 firms have found these teachings valuable and have increased business growth by utilizing the One-Page Strategic Plan, the Rockefeller Habits Execution Checklist, and over 50 other critical tools described in the Scaling Up™ handbook.

Too many leaders and executives exhaust themselves to the point where they dread the thought of growth. They feel like they’re dragging a boulder up a hill. When increased revenues don’t yield an equal increase in productivity, they wonder if any of it is even worth it. Don’t become one of these leaders.


Show more

Phase 1

12 MONTHLY MODULES

Phase 1 consists of a two-day kickoff to launch your One Page Strategic Plan, followed by 12 monthly full-day training modules. Each session builds leadership skills, aligns quarterly goals, and improves accountability. Optional bi-weekly online half-days are also included.

Phase 2

12 MONTHLY MODULES

Build on Phase I with deeper leadership, communication, and strategy work. Over 12 monthly modules, your team will embed Scaling Up™ tools to drive purpose, alignment, and efficiency—changing insights into lasting execution and measurable business growth.

Phase 3

12 MONTHLY MODULES

Advance your leadership with deeper training in people, strategy, execution, and cash. Phase III sharpens team development and cultural alignment, equipping leaders to scale intentionally with tools that embed clarity, accountability, and long-term organizational growth.

HOW PHASE I IS DELIVERED

Phase I Breakdown: 12 Monthly Modules

Phase I begins with a two-day leadership kickoff retreat designed to align your team and lay the foundation for your One Page Strategic Plan. From there, you’ll move through 12 monthly full-day sessions—most lasting 8 hours—each focused on a key area of growth. These sessions build leadership capability, drive action toward quarterly goals, and include individual leadership check-ins. Optional bi-weekly half-day online sessions provide added momentum and support.

MONTH 1

Two Day Leadership Team Retreat

Duration: 16 Hours

  • 2-day leadership retreat on foundation, vision & strategy
  • Learn Scaling Up™ and the Four Decisions™ framework
  • Complete assessment to identify strategic priorities
  • Build draft One Page Strategic Plan with 3-year thrusts, annual goals & quarterly rocks
  • Leave with clear direction, team alignment & execution roadmap

MONTH 2

Rockefeller Habits Checklist/ WWW

Duration: 8 Hours

  • Learn to assess your team using the Rockefeller Habits Checklist
  • Evaluate alignment with your One Page Strategic Plan
  • Spot gaps and opportunities to strengthen execution
  • Assign individual accountabilities based on checklist insights
  • Leave with clear next steps tied to structure and ownership

MONTH 3

Create Core Values, Purpose, Vision, and Mission

Duration: 8 Hours

  • Learn to identify values that shape team culture and growth
  • Define your organization’s purpose, vision, and mission statements
  • Align values and vision with your One Page Strategic Plan
  • Review or create clear guiding principles for strategic direction
  • Leave with a refined identity to drive culture and growth

MONTH 4

Talent Assessment

Duration: 8 Hours

  • Learn the A, B, and C player talent framework
  • Match roles and tasks to employee strengths and profiles
  • Complete a TopGrading exercise to assess team performance
  • Identify gaps in placement, development, and hiring
  • Leave with a clearer plan to build and strengthen your team

MONTH 5

Function Accountability Chart & Execution

Duration: 8 Hours

  • Identify the critical functions that drive business growth
  • Assign clear accountability to each key function in the org
  • Spot gaps in ownership, structure, or role alignment
  • Evaluate performance of each function against outcomes
  • Leave with a sharper org chart and stronger execution clarity

MONTH 6

Cash Acceleration Strategies

Duration: 8 Hours

  • Understand the Cash Flow Cycle and its impact on growth
  • Evaluate your organization’s current cash flow performance
  • Identify bottlenecks that slow down cash movement
  • Learn strategies to shorten the Cash Flow Cycle
  • Leave with actionable steps to improve cash and scalability

MONTH 7

Power of One

Duration: 8 Hours

  • Learn how small 1% or 1-day changes impact bottom-line cash
  • Review income and expense sources across the organization
  • Identify high-impact opportunities for financial adjustments
  • Understand the compounding effect of minor improvements
  • Leave with quick wins to boost cash flow and profitability

MONTH 8

Strengths, Weaknesses & Trends

Duration: 8 Hours

  • Identify key internal strengths and weaknesses in your business
  • Analyze external trends affecting your market or industry
  • Link trend insights to real risks and growth opportunities
  • Map out actions based on internal and external findings
  • Leave with a clearer view of where to adapt or invest

MONTH 9

Core Customer/ Brand Promise

Duration: 8 Hours

  • Identify your organization’s ideal core customer
  • Learn how to craft a clear and compelling brand promise
  • Connect promises to your values and customer expectations
  • Establish KPIs tied to delivering on your brand promise
  • Leave with a messaging and metrics plan rooted in purpose

MONTH 10

Sandbox

Duration: 8 Hours

  • Define your organization’s ideal “sandbox” or field of play
  • Assess current markets, segments, and geographic focus
  • Identify where the business can compete and win consistently
  • Outline key actions to dominate your chosen space
  • Leave with a sharper strategic focus and clearer execution plan

MONTH 11

Key Thrusts

Duration: 8 Hours

  • Learn how to identify 3–5 key strategic thrusts for growth
  • Evaluate which long-term initiatives will move the needle
  • Clarify strategic priorities for the next 3 to 5 years
  • Align Key Thrusts with your vision and One Page Plan
  • Leave with a focused roadmap for sustainable expansion

MONTH 12

Individual Plan: Priorities, KPI’s and Milestones

Duration: 8 Hours

  • Connect individual priorities to the company’s strategic goals
  • Learn how to set effective KPIs and milestones
  • Translate vision into actionable, measurable plans
  • Ensure every team member knows what success looks like
  • Leave with a clear personal plan for the year ahead

HOW PHASE II IS DELIVERED

Phase II Breakdown: 12 Monthly Modules

This advanced Scaling Up™ course helps you and your leadership team achieve both professional and organizational goals. We will train your leadership team to adopt, implement, and embed the world-class Scaling Up™ tools, skills, and best practices through business training. We offer this service online and in-person.

The Advanced Phase II course provides executives with a deeper understanding of communication, leadership, and purpose as a team while increasing overall efficiency.  Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

MONTH 1

OPSP Update & Core Purpose

Duration: 16 Hours

  • Clarify your organization’s core purpose with precision
  • Understand how purpose drives all key strategic decisions
  • Connect purpose to long-term goals and daily actions
  • Ensure alignment across leadership around purpose-driven focus
  • Leave with a clear, compelling core purpose to guide execution

MONTH 2

Profit per X

Duration: 8 Hours

  • Learn how to identify your Profit per X ratio
  • Define the single metric that reflects organizational health
  • Connect financial clarity to operational decision-making
  • Align team focus around the most impactful performance lever
  • Leave with a simple metric to track profit and scalability

MONTH 3

Big Hairy Audacious Goals (BHAG)

Duration: 8 Hours

  • Learn what defines a Big Hairy Audacious Goal (BHAG)
  • Understand how a BHAG guides bold, long-term strategy
  • Use your BHAG to align and inspire your entire organization
  • Ensure strategic decisions support your long-term vision
  • Leave with a BHAG that motivates action and builds momentum

MONTH 4

5 Team Dysfunctions

Duration: 8 Hours

  • Learn the 5 Dysfunctions that hold teams back from high performance
  • Assess your team’s current dynamics against the dysfunction model
  • Identify trust, conflict, commitment, accountability, and results gaps
  • Apply techniques to foster honesty, alignment, and collaboration
  • Leave with a stronger, more cohesive and self-aware leadership team

MONTH 5

Labor Efficiency Ratio

Duration: 8 Hours

  • Learn how to calculate your Labor Efficiency Ratio (LER)
  • Use LER to evaluate team productivity and output per dollar
  • Determine if current staffing levels match organizational needs
  • Identify when to hire based on efficiency, not gut feel
  • Leave with a data-backed approach to scaling your team

MONTH 6

Communication Rhythms

Duration: 8 Hours

  • Learn the importance of strong communication rhythms
  • Understand what content belongs in each meeting type
  • Establish daily, weekly, monthly, and quarterly meeting cadences
  • Align communication flow with strategic and operational goals
  • Leave with a clear rhythm that drives focus and accountability

MONTH 7

Core Competencies

Duration: 8 Hours

  • Learn why identifying core competencies is critical to growth
  • Discover what your organization does better than anyone else
  • Assess internal strengths that drive differentiation and value
  • Link core competencies to long-term strategic execution
  • Leave with clarity on how to leverage strengths for scale

MONTH 8

3-5 Differentiating Activities

Duration: 8 Hours

  • Identify 3–5 key activities that set your business apart
  • Align differentiators with strategy and long-term vision
  • Focus team effort on what creates real market advantage
  • Strengthen the link between BHAG and day-to-day execution
  • Leave with an action plan to embed these activities company-wide

MONTH 9

Actions to Live By

Duration: 8 Hours

  • Create 3–5 daily behaviors that reflect core values and purpose
  • Bring your long-term vision to life through consistent actions
  • Reinforce company culture through simple, repeatable habits
  • Connect individual behavior to organizational identity
  • Leave with a values-driven blueprint for everyday execution

MONTH 10

Profitability Analysis

Duration: 8 Hours

  • Learn how to evaluate your company’s profitability in detail
  • Identify areas where revenue or costs impact bottom-line growth
  • Optimize financial health to increase fundability and confidence
  • Use insights to inform strategic and operational decisions
  • Leave with a clear picture of profitability and areas to improve

MONTH 11

NPS & ENPS

Duration: 8 Hours

  • Understand the value of feedback from customers and employees
  • Learn how to deploy Net Promoter Score (NPS) systems effectively
  • Develop internal eNPS to measure team satisfaction and loyalty
  • Link feedback to growth, culture, and retention strategies
  • Leave with scalable systems for ongoing performance feedback

MONTH 12

Winning Theme

Duration: 8 Hours

  • Learn how to unify your team around a powerful quarterly theme
  • Drive alignment and engagement through clear organizational focus
  • Connect goals to purpose with simple, motivating rallying points
  • Build momentum through team-driven accountability and visibility
  • Leave with a strategic theme that activates change company-wide

HOW PHASE III IS DELIVERED

Phase III Breakdown: 12 Monthly Modules

The Advanced Phase III course provides training on how to recruit and develop teams and leaders. It explores how to grow the company through intentional development of a company culture that embraces communication, effective processes, and thoughtful strategy. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

MONTH 1

Interpersonal Communication

Duration: 8 Hours

  • Review and evaluate your current Communication Rhythms
  • Understand Opposite Strengths and complete the OSi inventory
  • Explore how diverse strengths impact team dynamics
  • Learn how to use asynchronous communication effectively
  • Leave with strategies to enhance clarity, trust, and productivity

MONTH 2

Compelling Story Development

Duration: 8 Hours

  • Learn advanced marketing techniques and how to apply them
  • Understand why storytelling drives connection and influence
  • Identify the stories that resonate most with your core customer
  • Develop a compelling narrative that supports your strategy
  • Leave with a story that inspires both customers and team members

MONTH 3

Time and Priority Management

Duration: 8 Hours

  • Learn practical tools for managing time and priorities effectively
  • Understand how time management impacts team efficiency
  • Evaluate your current approach to personal and project planning
  • Identify gaps in how priorities are set and followed through
  • Leave with actionable ways to improve focus and productivity

MONTH 4

Productivity Development

Duration: 8 Hours

  • Learn the 5 Dysfunctions that hold teams back from high performance
  • Assess your team’s current dynamics against the dysfunction model
  • Identify trust, conflict, commitment, accountability, and results gaps
  • Apply techniques to foster honesty, alignment, and collaboration
  • Leave with a stronger, more cohesive and self-aware leadership team

MONTH 5

Recruiting, Hiring, Onboarding Best Practices

Duration: 8 Hours

  • Learn proven strategies to attract and recruit the right talent
  • Identify your organization’s unique “Fit Factors” for hiring
  • Build onboarding systems that support long-term retention
  • Enhance your process with best practices for smoother transitions
  • Leave with tools to improve how you hire, onboard, and grow your team

MONTH 6

TopGrading™ Best Practices

Duration: 8 Hours

  • Learn what TopGrading™ is and why it strengthens leadership teams
  • Understand how to use TopGrading™ for hiring and promotion decisions
  • Gain insight into the full TopGrading™ interview process
  • Integrate TopGrading™ into your recruitment and evaluation systems
  • Leave with practical tools to upgrade team quality and performance

MONTH 7

Dashboarding

Duration: 8 Hours

  • Learn how to use Big Data to uncover trends and insights
  • Explore dashboard tools that centralize and simplify reporting
  • Use dashboards to monitor key metrics and performance signals
  • Understand how data informs organizational health and growth
  • Leave with a clear system for tracking what matters most

MONTH 8

Acquisition Best Practices

Duration: 8 Hours

  • Learn how to assess if acquisition is the right path for growth
  • Understand best practices to evaluate and approach opportunities
  • Prepare your organization to be acquisition-ready, if needed
  • Create systems to support smooth transitions during and after deals
  • Leave with a clear framework for strategic acquisition planning

MONTH 9

Leadership Development (LQi)

Duration: 8 Hours

  • Review and refine your org chart to support leadership growth
  • Learn what the Leadership Quality Index (LQi) measures and why it matters
  • Complete an LQi assessment to identify leadership strengths and gaps
  • Explore how culture attracts and retains high-quality talent
  • Leave with a clear plan to strengthen leadership and align culture

MONTH 10

Accountability Systems and Processes

Duration: 8 Hours

  • Learn best practices for creating a culture of accountability
  • Use tools like Microsoft Teams and IT systems to support accountability
  • Embed accountability processes across all organizational levels
  • Develop rollout strategies that encourage adoption and follow-through
  • Leave with systems to ensure ownership, clarity, and execution

MONTH 11

Coaching Best Practices

Duration: 8 Hours

  • Learn coaching techniques to support leadership alignment
  • Explore methods to coach and empower direct reports effectively
  • Understand how coaching strengthens trust and performance
  • Apply coaching principles to foster accountability and growth
  • Leave with foundational coaching skills for day-to-day leadership

MONTH 12

Leader Transition and Build to Sell

Duration: 8 Hours

  • Learn how to prepare your organization for sale or acquisition
  • Develop systems that support smooth transitions before and after a sale
  • Make your business more attractive and valuable to potential buyers
  • Equip leadership to guide teams through change with clarity and care
  • Leave with a roadmap to exit gracefully while preserving culture