Return to Scaling Up™ Service Page

Quarterly Scaling Up™ Training: A Structured, Progressive Path to Growth

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

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

Through the Scaling Up™ process, you’ll be trained on the tools necessary to achieve your growth goals, regardless of your business size or industry. Through this training partnership, we’ll help you focus on four major business decisions involving people, strategy, execution, and cash. More than 40,000 firms have found these teachings valuable and have increased business growth by utilizing the One-Page Strategic Plan, the Rockefeller Habits Execution Checklist, and the other tools described in the Scaling Up™ handbook.

Phase 1

12 MONTHLY MODULES

Each course in Phase I is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Phase 2

12 MONTHLY MODULES

Each course in Phase II is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Phase 3

12 MONTHLY MODULES

Each course in Phase III is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

HOW PHASE I IS DELIVERED

Phase I Breakdown: 1QA, 1QB, and 1QC

Each course in Phase I is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 1QA

The Phase IA course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Start Development of One Page Strategic Plan

Outcomes: The team will…

  1. Learn how the Four Decisions (People, Strategy, Execution, Cash) create a foundation for business strategic planning.
  2. Be trained to develop their One Page Strategic Plan based on these Four Decisions, including: 3–5 key thrusts for the next 3 years, 3–5 objectives for the current fiscal year, 3–5 Rocks for the current quarter

Assessment: Is the team able to…

  1. Complete the draft One Page Strategic Plan with identified Key Thrusts, Yearly Objectives, and Quarterly Rocks?

QUARTER 2

Rockefeller Habits Checklist / WWW

Outcomes: The team will…

  1. Learn how to evaluate the organization using the Rockefeller Habits Checklist.
  2. Learn to establish individual accountabilities based on this evaluation that align with their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Assess themselves using the Rockefeller Habits Checklist?
  2. Each establish individual accountabilities?

QUARTER 3

Create Core Values

Outcomes: The team will…

  1. Learn how to recognize values that are “alive” and contribute to organizational culture and growth.
  2. Learn how to assess the effectiveness of their organizational values.
  3. Learn how to review and/or create organizational core values that match the culture and growth they are aiming to build in their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Identify and define the organizational core values?
  2. Create or redraft core values that match their vision for growth?

QUARTER 4

Talent Assessment

Outcomes: The team will…

  1. Learn employee profile types (A, B, C).
  2. Learn how matching profiles, job positions, and work tasks can contribute to or detract from building the organization.
  3. Learn how to evaluate the employees reporting to them as A, B, or C players.
  4. Learn to place and hire employees more effectively in positions suited to their strengths.

Assessment: Is the team able to…

  1. Evaluate the relative capabilities of their team members and identify A, B, and C players?
  2. Identify areas of improvement in employee placement and/or hiring?

Course: 1QB

The Phase IB course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Function Accountability Chart

Outcomes: The team will…

  1. Learn how to evaluate the organization using the Rockefeller Habits Checklist.
  2. Learn how to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Determine who the accountable person is for each critical function identified?
  2. Identify opportunities for improvement?

QUARTER 2

Cash Acceleration Strategies

Outcomes: The team will…

  1. Learn about the Cash Flow Cycle and how it impacts potential for organizational growth.
  2. Learn to evaluate the organization’s Cash Flow Cycle.
  3. Learn to determine and execute the actions required to shorten it.

Assessment: Is the team able to…

  1. Define the Cash Flow Cycle?
  2. Identify opportunities for improvement?

QUARTER 3

Power of One

Outcomes: The team will…

  1. Learn how small changes (1%, 1 day) can drive more cash to the bottom line.
  2. Learn how to review the income and expenses of the organization.
  3. Learn how to recognize what small changes may have big impact on the organization’s cash flow.

Assessment: Is the team able to…

  1. Identify the income and expense sources within the organization that could be small changes with big impact?

QUARTER 4

Strengths, Weaknesses & Trends

Outcomes: The team will…

  1. Learn how to identify organizational strengths and weaknesses.
  2. Learn how to assess what effects the identified external trends will have on the organization.
  3. Learn to determine and execute the actions required from this analysis.

Assessment: Is the team able to…

  1. Identify organizational strengths and weaknesses?
  2. Identify potential effects external trends will have on the organization?
  3. Determine potential actions required from this analysis?

Course: 1QC

The Phase IC course continues to introduce organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Core Customer / Brand Promise

Outcomes: The team will…

  1. Learn about the power of creating a brand promise that has meaning for the organization’s core customer.
  2. Learn how to identify the core customer.
  3. Learn how to create organizational brand promises that match organizational values and the core customer.

Assessment: Is the team able to…

  1. Identify the core customer and the needed organizational brand promises?

QUARTER 2

Sandbox

Outcomes: The team will…

  1. Learn to assess the organization’s potential fields of play.
  2. Learn how to identify and execute any actions needed to effectively exploit the defined area.

Assessment: Is the team able to…

  1. Identify the organization’s field of play and any actions needed to effectively exploit the defined area?

QUARTER 3

Key Thrusts

Outcomes: The team will…

  1. Learn how to identify Key Thrusts to support strategic growth planning.
  2. Learn to assess which Key Thrusts may be most valuable for organizational growth over the next 3 to 5 years.
  3. Learn how to identify and describe the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives.

Assessment: Is the team able to…

  1. Identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives?

QUARTER 4

Individual Plan: Priorities, KPIs & Milestones

Outcomes: The team will…

  1. Learn how to align individual Priorities to support strategic growth planning.
  2. Learn how to use Key Performance Indicators (KPIs) and milestones in strategic growth planning.
  3. Learn how to develop individual Priorities, KPIs, and Milestones for the upcoming fiscal year.

Assessment: Is the team able to…

  1. Develop individual Priorities, KPIs, and Milestones for the upcoming fiscal year?

HOW PHASE II IS DELIVERED

Phase II Breakdown: 2QA, 2QB, and 2QC

Each course in Phase II is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 2QA

The Advanced Phase IIA 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 training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

OPSP Update & Core Purpose

Outcomes: The team will…

  1. Learn how to clearly identify their organization’s core purpose.
  2. Learn how to use the core purpose to inform the strategic decisions that are required.

Assessment: Is the team able to…

  1. Draft an effective core purpose and identify how the core purpose will inform strategic decisions?

QUARTER 2

Profit Per X

Outcomes: The team will…

  1. Identify the most important measurable key performance indicator that shows if the organization is running well.

Assessment: Is the team able to…

  1. Identify the Profit per X ratio for their organization?

QUARTER 3

Big Hairy Audacious Goal (BHAG)

Outcomes: The team will…

  1. Learn what defines a Big Hairy Audacious Goal (BHAG) for an organization.
  2. Learn how the BHAG helps to guide strategic decisions and inspires correct action.
  3. Learn how to create a BHAG that can inspire their organization.

Assessment: Is the team able to…

  1. Define a Big Hairy Audacious Goal (BHAG) for their organization and use it to refine core strategic decisions?

QUARTER 4

5 Team Dysfunctions

Outcomes: The team will…

  1. Learn about the 5 Dysfunctions of a Team.
  2. Learn how to assess their team against the 5 Dysfunctions of a Team.
  3. Learn how to overcome the 5 Dysfunctions of a Team to promote greater collaboration and honesty within the team.

Assessment: Is the team able to…

  1. Evaluate themselves against the 5 Dysfunctions of a Team?
  2. Successfully implement the techniques that will promote greater collaboration and honesty within the team?

Course: 2QB

The Advanced Phase IIB course continues to provide 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.

QUARTER 1

Labor Efficiency Ratio

Outcomes: The team will…

  1. Learn how to calculate the Labor Efficiency Ratio (LER) for their organization.
  2. Learn how to use LER to determine the correct staffing levels and when to add new staff.

Assessment: Is the team able to…

  1. Generate an LER for their organization?
  2. Evaluate how efficient their staffing levels are?

QUARTER 2

Communication Rhythms

Outcomes: The team will…

  1. Learn about the importance of effective communication rhythms within the organization.
  2. Learn about the critical content that is needed for each type of meeting in the meeting rhythms.
  3. Set up daily, weekly, monthly, and quarterly meetings.

Assessment: Is the team able to…

  1. Identify the communication rhythm in their organization?
  2. Establish or shift their meeting schedules to match their rhythm?

QUARTER 3

Core Competencies

Outcomes: The team will…

  1. Learn the importance of understanding the organizational core competencies.
  2. Learn how to determine the organizational core competencies of the organization.
  3. Learn how to maximize their core competencies to advance their business.

Assessment: Is the team able to…

  1. Identify their core competencies?
  2. Know how they can take the best advantage of their core competencies?

QUARTER 4

3–5 Differentiating Activities

Outcomes: The team will…

  1. Learn the importance of establishing 3 to 5 differentiating activities within the organization that will drive progress toward achieving their strategy and Big Hairy Audacious Goal (BHAG).

Assessment: Is the team able to…

  1. Identify 3–5 differentiating activities that will support their BHAG?
  2. Have a plan for establishing these activities?

Course: 2QC

The Advanced Phase IIC course continues to provide 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.

QUARTER 1

Actions to Live By

Outcomes: The team will…

  1. Learn the importance of establishing 3 to 5 differentiating activities within the organization that will show the core values and purpose alive within the organization.
  2. Learn how to establish the 3 to 5 actions that will keep the long-term vision items alive within the organization.

Assessment: Is the team able to…

  1. Identify 3–5 actions to live by?
  2. Have a plan for establishing these actions?

QUARTER 2

Profitability Analysis

Outcomes: The team will…

  1. Learn about company profitability analysis.
  2. Learn how to evaluate company profitability and optimize the fundability of the organization.

Assessment: Is the team able to…

  1. Analyze their profitability?

QUARTER 3

NPS & eNPS

Outcomes: The team will…

  1. Learn about the importance of feedback from both customers and employees.
  2. Learn how to develop and deploy a Net Promoter System (NPS) to measure customer feedback.
  3. Learn how to develop and deploy an Employee Net Promoter System (eNPS).

Assessment: Is the team able to…

  1. Identify areas where NPS would be effective?

QUARTER 4

Winning Theme

Outcomes: The team will…

  1. Learn the importance of getting all team members on the same page using themes that drive effective change within the organization.
  2. Learn how to establish effective themes within the organization.

Assessment: Is the team able to…

  1. Have a plan to develop effective themes with their team?

HOW PHASE III IS DELIVERED

Phase III Breakdown: 3QA, 3QB, and 3QC

Each course in Phase III is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 3QA

This advanced Scaling Up™ course delves more deeply into the on four major business decisions involving people, strategy, execution, and cash. It builds on skills and concepts in Phases I and II training to further develop leadership skills using the world-class Scaling Up™ tools, skills, and best practices. We offer this service online and in-person.

QUARTER 1

Interpersonal Communication

Outcomes: The team will…

  1. Review and evaluate their Communication Rhythms.
  2. Learn about Opposite Strengths and complete an Opposite Strengths Inventory (OSi).
  3. Learn the benefits and challenges of asynchronous communication and how to use it to improve teamwork.

Assessment: Is the team able to…

  1. Evaluate their current Communication Rhythms and consider changes, if needed?
  2. Assess how their OSi can enhance interpersonal communications within teams?
  3. Create a strategy to use asynchronous communication to improve productivity?

QUARTER 2

Compelling Story Development

Outcomes: The team will…

  1. Learn advanced marketing techniques and how to apply them.
  2. Learn why storytelling is a powerful marketing and leadership tool.
  3. Discover the compelling stories that connect to their customers.

Assessment: Is the team able to…

  1. Describe their marketing strategy and core customer?
  2. Create the Compelling Story of their organization?

QUARTER 3

Time and Priority Management

Outcomes: The team will…

  1. Learn how time and priority management can affect the efficiency of their projects and teams.
  2. Learn how processes, tools, and activities can improve time and priority management.
  3. Discover ways to assess their own time and priority management systems.

Assessment: Is the team able to…

  1. Assess and find potential ways to improve their current system of priority and time management?

QUARTER 4

Productivity Development

Outcomes: The team will…

  1. Learn how to expand the SWOT analysis to the TOWS Matrix.
  2. Learn how to identify the leading and lagging indicators to measure their progress towards objectives and milestones.

Assessment: Is the team able to…

  1. Complete a TOWS Matrix analysis?
  2. Review leading and lagging indicators that measure progress towards specific objectives?

Course: 3QB

During this phase of the advanced Phase III Scaling Up™ course, you and your leadership team will learn how to use TopGrading™ and other best practices to smoothly hire and transition new employee. Learn to use data and dashboard tools to help your team reach organization objectives. Learn if acquisition is a viable option to grow your organization and how to prepare the organization during the transition after acquisition.

QUARTER 1

Recruiting, Hiring, Onboarding Best Practices

Outcomes: The team will…

  1. Learn tools and strategies to identify and recruit the right talent.
  2. Understand how to use “Fit Factors” to help find the right people for the organization’s vision and values.
  3. Discover key elements for onboarding new hires and transitioning them into long-term employees.
  4. Learn how to use coaching best practices to supplement onboarding processes for new hires.

Assessment: Is the team able to…

  1. Identify the “Fit Factors” for their organization?
  2. Assess their onboarding process and identify its strengths and weaknesses?

QUARTER 2

TopGrading™ Best Practices

Outcomes: The team will…

  1. Learn about the TopGrading™ process and how it can optimize the leadership team through recruitment or advancement.
  2. Learn how to incorporate TopGrading™ into hiring practices.

Assessment: Is the team able to…

  1. Demonstrate the TopGrading™ interview techniques?

QUARTER 3

Dashboarding

Outcomes: The team will…

  1. Learn how Big Data can be used in tools and processes to provide analysis about the organization and larger trends.
  2. Learn to centralize dashboard tools, simplify reports and recording data, and use this information to analyze organizational health and growth.

Assessment: Is the team able to…

  1. Create a plan to build or improve organizational dashboards?

QUARTER 4

Acquisition Best Practices

Outcomes: The team will…

  1. Learn best practices for acquisition and how to assess if acquisition is a viable option for organizational growth.
  2. Learn how these best practices can prepare the organization for acquisition.
  3. Learn how systems and processes can be set up to better prepare the organization for transitions during and after acquisitions.

Assessment: Is the team able to…

  1. Assess if acquisition is a good fit for their organization?
  2. Review if their systems and processes need to be changed to better prepare for an acquisition?

Course: 3QC

During this phase of the advanced Phase III Scaling Up™ course, you and your leadership team will assess and develop a strategy to develop organizational leaders. You will learn how to implement accountability systems and process to promote organizational growth.

QUARTER 1

Leadership Development

Outcomes: The team will…

  1. Learn how to review and refine their Organizational Chart to support and develop leaders.
  2. Learn about the Leadership Quality Index (LQi) and complete an assessment of their LQi.
  3. Understand how an intentional culture can make the organization attractive to potential new hires and incorporate it into the company.

Assessment: Is the team able to…

  1. Complete and assess any gaps in their LQi?
  2. Describe their organizational culture and how it aligns with their organizational vision and values?

QUARTER 2

Accountability Systems and Processes

Outcomes: The team will…

  1. Learn best practices to manage accountability.
  2. Understand how to use tools such as Microsoft Teams, IT structures, and other platforms to implement accountability systems and processes.
  3. Discover the importance of embedding these systems and tools at all levels of the organization.
  4. Learn ways to roll out changes so all levels of the organization are willing and able to implement them.

Assessment: Is the team able to…

  1. Assess their current accountability systems and processes and review potential improvements?
  2. Draft an implementation plan for system and process change management?

QUARTER 3

Coaching Best Practices

Outcomes: The team will…

  1. Learn coaching techniques to support the management team and alignment amongst the leadership team.
  2. Learn the best practices for coaching direct reports.

Assessment: Is the team able to…

  1. Demonstrate basic coaching skills and an understanding of how to use them in the workplace?

QUARTER 4

Leader Transitions and Build to Sell

Outcomes: The team will…

  1. Learn how to prepare an organization to make it attractive for sale or acquisition.
  2. Learn how to develop systems and processes to better prepare the organization for transitions during and after sales.
  3. Learn to prepare leadership to guide employees into and through a sale while maintaining communication and organizational culture.

Assessment: Is the team able to…

  1. Assess if the sale of the organization is a viable option?
  2. Review if their systems and processes need to be changed to make the organization an attractive sale?

Return to Scaling Up™ Service Page

Quarterly Scaling Up™ Training: A Structured, Progressive Path to Growth

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

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

Through the Scaling Up™ process, you’ll be trained on the tools necessary to achieve your growth goals, regardless of your business size or industry. Through this training partnership, we’ll help you focus on four major business decisions involving people, strategy, execution, and cash. More than 40,000 firms have found these teachings valuable and have increased business growth by utilizing the One-Page Strategic Plan, the Rockefeller Habits Execution Checklist, and the other tools described in the Scaling Up™ handbook.

Phase 1

12 MONTHLY MODULES

Each course in Phase I is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Phase 2

12 MONTHLY MODULES

Each course in Phase II is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Phase 3

12 MONTHLY MODULES

Each course in Phase III is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

HOW PHASE I IS DELIVERED

Phase I Breakdown: 1QA, 1QB, and 1QC

Each course in Phase I is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 1QA

The Phase IA course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Start Development of One Page Strategic Plan

Outcomes: The team will…

  1. Learn how the Four Decisions (People, Strategy, Execution, Cash) create a foundation for business strategic planning.
  2. Be trained to develop their One Page Strategic Plan based on these Four Decisions, including: 3–5 key thrusts for the next 3 years, 3–5 objectives for the current fiscal year, 3–5 Rocks for the current quarter

Assessment: Is the team able to…

  1. Complete the draft One Page Strategic Plan with identified Key Thrusts, Yearly Objectives, and Quarterly Rocks?

QUARTER 2

Rockefeller Habits Checklist / WWW

Outcomes: The team will…

  1. Learn how to evaluate the organization using the Rockefeller Habits Checklist.
  2. Learn to establish individual accountabilities based on this evaluation that align with their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Assess themselves using the Rockefeller Habits Checklist?
  2. Each establish individual accountabilities?

QUARTER 3

Create Core Values

Outcomes: The team will…

  1. Learn how to recognize values that are “alive” and contribute to organizational culture and growth.
  2. Learn how to assess the effectiveness of their organizational values.
  3. Learn how to review and/or create organizational core values that match the culture and growth they are aiming to build in their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Identify and define the organizational core values?
  2. Create or redraft core values that match their vision for growth?

QUARTER 4

Talent Assessment

Outcomes: The team will…

  1. Learn employee profile types (A, B, C).
  2. Learn how matching profiles, job positions, and work tasks can contribute to or detract from building the organization.
  3. Learn how to evaluate the employees reporting to them as A, B, or C players.
  4. Learn to place and hire employees more effectively in positions suited to their strengths.

Assessment: Is the team able to…

  1. Evaluate the relative capabilities of their team members and identify A, B, and C players?
  2. Identify areas of improvement in employee placement and/or hiring?

Course: 1QB

The Phase IB course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Function Accountability Chart

Outcomes: The team will…

  1. Learn how to evaluate the organization using the Rockefeller Habits Checklist.
  2. Learn how to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

Assessment: Is the team able to…

  1. Determine who the accountable person is for each critical function identified?
  2. Identify opportunities for improvement?

QUARTER 2

Cash Acceleration Strategies

Outcomes: The team will…

  1. Learn about the Cash Flow Cycle and how it impacts potential for organizational growth.
  2. Learn to evaluate the organization’s Cash Flow Cycle.
  3. Learn to determine and execute the actions required to shorten it.

Assessment: Is the team able to…

  1. Define the Cash Flow Cycle?
  2. Identify opportunities for improvement?

QUARTER 3

Power of One

Outcomes: The team will…

  1. Learn how small changes (1%, 1 day) can drive more cash to the bottom line.
  2. Learn how to review the income and expenses of the organization.
  3. Learn how to recognize what small changes may have big impact on the organization’s cash flow.

Assessment: Is the team able to…

  1. Identify the income and expense sources within the organization that could be small changes with big impact?

QUARTER 4

Strengths, Weaknesses & Trends

Outcomes: The team will…

  1. Learn how to identify organizational strengths and weaknesses.
  2. Learn how to assess what effects the identified external trends will have on the organization.
  3. Learn to determine and execute the actions required from this analysis.

Assessment: Is the team able to…

  1. Identify organizational strengths and weaknesses?
  2. Identify potential effects external trends will have on the organization?
  3. Determine potential actions required from this analysis?

Course: 1QC

The Phase IC course continues to introduce organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

Core Customer / Brand Promise

Outcomes: The team will…

  1. Learn about the power of creating a brand promise that has meaning for the organization’s core customer.
  2. Learn how to identify the core customer.
  3. Learn how to create organizational brand promises that match organizational values and the core customer.

Assessment: Is the team able to…

  1. Identify the core customer and the needed organizational brand promises?

QUARTER 2

Sandbox

Outcomes: The team will…

  1. Learn to assess the organization’s potential fields of play.
  2. Learn how to identify and execute any actions needed to effectively exploit the defined area.

Assessment: Is the team able to…

  1. Identify the organization’s field of play and any actions needed to effectively exploit the defined area?

QUARTER 3

Key Thrusts

Outcomes: The team will…

  1. Learn how to identify Key Thrusts to support strategic growth planning.
  2. Learn to assess which Key Thrusts may be most valuable for organizational growth over the next 3 to 5 years.
  3. Learn how to identify and describe the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives.

Assessment: Is the team able to…

  1. Identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives?

QUARTER 4

Individual Plan: Priorities, KPIs & Milestones

Outcomes: The team will…

  1. Learn how to align individual Priorities to support strategic growth planning.
  2. Learn how to use Key Performance Indicators (KPIs) and milestones in strategic growth planning.
  3. Learn how to develop individual Priorities, KPIs, and Milestones for the upcoming fiscal year.

Assessment: Is the team able to…

  1. Develop individual Priorities, KPIs, and Milestones for the upcoming fiscal year?

HOW PHASE II IS DELIVERED

Phase II Breakdown: 2QA, 2QB, and 2QC

Each course in Phase II is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 2QA

The Advanced Phase IIA 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 training tools they need to inspire action, results, and accountability towards the company’s larger vision.

QUARTER 1

OPSP Update & Core Purpose

Outcomes: The team will…

  1. Learn how to clearly identify their organization’s core purpose.
  2. Learn how to use the core purpose to inform the strategic decisions that are required.

Assessment: Is the team able to…

  1. Draft an effective core purpose and identify how the core purpose will inform strategic decisions?

QUARTER 2

Profit Per X

Outcomes: The team will…

  1. Identify the most important measurable key performance indicator that shows if the organization is running well.

Assessment: Is the team able to…

  1. Identify the Profit per X ratio for their organization?

QUARTER 3

Big Hairy Audacious Goal (BHAG)

Outcomes: The team will…

  1. Learn what defines a Big Hairy Audacious Goal (BHAG) for an organization.
  2. Learn how the BHAG helps to guide strategic decisions and inspires correct action.
  3. Learn how to create a BHAG that can inspire their organization.

Assessment: Is the team able to…

  1. Define a Big Hairy Audacious Goal (BHAG) for their organization and use it to refine core strategic decisions?

QUARTER 4

5 Team Dysfunctions

Outcomes: The team will…

  1. Learn about the 5 Dysfunctions of a Team.
  2. Learn how to assess their team against the 5 Dysfunctions of a Team.
  3. Learn how to overcome the 5 Dysfunctions of a Team to promote greater collaboration and honesty within the team.

Assessment: Is the team able to…

  1. Evaluate themselves against the 5 Dysfunctions of a Team?
  2. Successfully implement the techniques that will promote greater collaboration and honesty within the team?

Course: 2QB

The Advanced Phase IIB course continues to provide 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.

QUARTER 1

Labor Efficiency Ratio

Outcomes: The team will…

  1. Learn how to calculate the Labor Efficiency Ratio (LER) for their organization.
  2. Learn how to use LER to determine the correct staffing levels and when to add new staff.

Assessment: Is the team able to…

  1. Generate an LER for their organization?
  2. Evaluate how efficient their staffing levels are?

QUARTER 2

Communication Rhythms

Outcomes: The team will…

  1. Learn about the importance of effective communication rhythms within the organization.
  2. Learn about the critical content that is needed for each type of meeting in the meeting rhythms.
  3. Set up daily, weekly, monthly, and quarterly meetings.

Assessment: Is the team able to…

  1. Identify the communication rhythm in their organization?
  2. Establish or shift their meeting schedules to match their rhythm?

QUARTER 3

Core Competencies

Outcomes: The team will…

  1. Learn the importance of understanding the organizational core competencies.
  2. Learn how to determine the organizational core competencies of the organization.
  3. Learn how to maximize their core competencies to advance their business.

Assessment: Is the team able to…

  1. Identify their core competencies?
  2. Know how they can take the best advantage of their core competencies?

QUARTER 4

3–5 Differentiating Activities

Outcomes: The team will…

  1. Learn the importance of establishing 3 to 5 differentiating activities within the organization that will drive progress toward achieving their strategy and Big Hairy Audacious Goal (BHAG).

Assessment: Is the team able to…

  1. Identify 3–5 differentiating activities that will support their BHAG?
  2. Have a plan for establishing these activities?

Course: 2QC

The Advanced Phase IIC course continues to provide 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.

QUARTER 1

Actions to Live By

Outcomes: The team will…

  1. Learn the importance of establishing 3 to 5 differentiating activities within the organization that will show the core values and purpose alive within the organization.
  2. Learn how to establish the 3 to 5 actions that will keep the long-term vision items alive within the organization.

Assessment: Is the team able to…

  1. Identify 3–5 actions to live by?
  2. Have a plan for establishing these actions?

QUARTER 2

Profitability Analysis

Outcomes: The team will…

  1. Learn about company profitability analysis.
  2. Learn how to evaluate company profitability and optimize the fundability of the organization.

Assessment: Is the team able to…

  1. Analyze their profitability?

QUARTER 3

NPS & eNPS

Outcomes: The team will…

  1. Learn about the importance of feedback from both customers and employees.
  2. Learn how to develop and deploy a Net Promoter System (NPS) to measure customer feedback.
  3. Learn how to develop and deploy an Employee Net Promoter System (eNPS).

Assessment: Is the team able to…

  1. Identify areas where NPS would be effective?

QUARTER 4

Winning Theme

Outcomes: The team will…

  1. Learn the importance of getting all team members on the same page using themes that drive effective change within the organization.
  2. Learn how to establish effective themes within the organization.

Assessment: Is the team able to…

  1. Have a plan to develop effective themes with their team?

HOW PHASE III IS DELIVERED

Phase III Breakdown: 3QA, 3QB, and 3QC

Each course in Phase III is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 3QA

This advanced Scaling Up™ course delves more deeply into the on four major business decisions involving people, strategy, execution, and cash. It builds on skills and concepts in Phases I and II training to further develop leadership skills using the world-class Scaling Up™ tools, skills, and best practices. We offer this service online and in-person.

QUARTER 1

Interpersonal Communication

Outcomes: The team will…

  1. Review and evaluate their Communication Rhythms.
  2. Learn about Opposite Strengths and complete an Opposite Strengths Inventory (OSi).
  3. Learn the benefits and challenges of asynchronous communication and how to use it to improve teamwork.

Assessment: Is the team able to…

  1. Evaluate their current Communication Rhythms and consider changes, if needed?
  2. Assess how their OSi can enhance interpersonal communications within teams?
  3. Create a strategy to use asynchronous communication to improve productivity?

QUARTER 2

Compelling Story Development

Outcomes: The team will…

  1. Learn advanced marketing techniques and how to apply them.
  2. Learn why storytelling is a powerful marketing and leadership tool.
  3. Discover the compelling stories that connect to their customers.

Assessment: Is the team able to…

  1. Describe their marketing strategy and core customer?
  2. Create the Compelling Story of their organization?

QUARTER 3

Time and Priority Management

Outcomes: The team will…

  1. Learn how time and priority management can affect the efficiency of their projects and teams.
  2. Learn how processes, tools, and activities can improve time and priority management.
  3. Discover ways to assess their own time and priority management systems.

Assessment: Is the team able to…

  1. Assess and find potential ways to improve their current system of priority and time management?

QUARTER 4

Productivity Development

Outcomes: The team will…

  1. Learn how to expand the SWOT analysis to the TOWS Matrix.
  2. Learn how to identify the leading and lagging indicators to measure their progress towards objectives and milestones.

Assessment: Is the team able to…

  1. Complete a TOWS Matrix analysis?
  2. Review leading and lagging indicators that measure progress towards specific objectives?

Course: 3QB

During this phase of the advanced Phase III Scaling Up™ course, you and your leadership team will learn how to use TopGrading™ and other best practices to smoothly hire and transition new employee. Learn to use data and dashboard tools to help your team reach organization objectives. Learn if acquisition is a viable option to grow your organization and how to prepare the organization during the transition after acquisition.

QUARTER 1

Recruiting, Hiring, Onboarding Best Practices

Outcomes: The team will…

  1. Learn tools and strategies to identify and recruit the right talent.
  2. Understand how to use “Fit Factors” to help find the right people for the organization’s vision and values.
  3. Discover key elements for onboarding new hires and transitioning them into long-term employees.
  4. Learn how to use coaching best practices to supplement onboarding processes for new hires.

Assessment: Is the team able to…

  1. Identify the “Fit Factors” for their organization?
  2. Assess their onboarding process and identify its strengths and weaknesses?

QUARTER 2

TopGrading™ Best Practices

Outcomes: The team will…

  1. Learn about the TopGrading™ process and how it can optimize the leadership team through recruitment or advancement.
  2. Learn how to incorporate TopGrading™ into hiring practices.

Assessment: Is the team able to…

  1. Demonstrate the TopGrading™ interview techniques?

QUARTER 3

Dashboarding

Outcomes: The team will…

  1. Learn how Big Data can be used in tools and processes to provide analysis about the organization and larger trends.
  2. Learn to centralize dashboard tools, simplify reports and recording data, and use this information to analyze organizational health and growth.

Assessment: Is the team able to…

  1. Create a plan to build or improve organizational dashboards?

QUARTER 4

Acquisition Best Practices

Outcomes: The team will…

  1. Learn best practices for acquisition and how to assess if acquisition is a viable option for organizational growth.
  2. Learn how these best practices can prepare the organization for acquisition.
  3. Learn how systems and processes can be set up to better prepare the organization for transitions during and after acquisitions.

Assessment: Is the team able to…

  1. Assess if acquisition is a good fit for their organization?
  2. Review if their systems and processes need to be changed to better prepare for an acquisition?

Course: 3QC

During this phase of the advanced Phase III Scaling Up™ course, you and your leadership team will assess and develop a strategy to develop organizational leaders. You will learn how to implement accountability systems and process to promote organizational growth.

QUARTER 1

Leadership Development

Outcomes: The team will…

  1. Learn how to review and refine their Organizational Chart to support and develop leaders.
  2. Learn about the Leadership Quality Index (LQi) and complete an assessment of their LQi.
  3. Understand how an intentional culture can make the organization attractive to potential new hires and incorporate it into the company.

Assessment: Is the team able to…

  1. Complete and assess any gaps in their LQi?
  2. Describe their organizational culture and how it aligns with their organizational vision and values?

QUARTER 2

Accountability Systems and Processes

Outcomes: The team will…

  1. Learn best practices to manage accountability.
  2. Understand how to use tools such as Microsoft Teams, IT structures, and other platforms to implement accountability systems and processes.
  3. Discover the importance of embedding these systems and tools at all levels of the organization.
  4. Learn ways to roll out changes so all levels of the organization are willing and able to implement them.

Assessment: Is the team able to…

  1. Assess their current accountability systems and processes and review potential improvements?
  2. Draft an implementation plan for system and process change management?

QUARTER 3

Coaching Best Practices

Outcomes: The team will…

  1. Learn coaching techniques to support the management team and alignment amongst the leadership team.
  2. Learn the best practices for coaching direct reports.

Assessment: Is the team able to…

  1. Demonstrate basic coaching skills and an understanding of how to use them in the workplace?

QUARTER 4

Leader Transitions and Build to Sell

Outcomes: The team will…

  1. Learn how to prepare an organization to make it attractive for sale or acquisition.
  2. Learn how to develop systems and processes to better prepare the organization for transitions during and after sales.
  3. Learn to prepare leadership to guide employees into and through a sale while maintaining communication and organizational culture.

Assessment: Is the team able to…

  1. Assess if the sale of the organization is a viable option?
  2. Review if their systems and processes need to be changed to make the organization an attractive sale?