SCALING UP™ BUSINESS TRAINING: PHASE I – Annual

Growing Executives & Businesses, Online And In-Person

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 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.

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. 

What’s Included:

Leadership team assessments including Rockefeller Habits Checklist, and Opposite Strengths Inventory™ (OSi)

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

Instructor: The Champion Team

What The Scaling Up Partnership Looks Like:

The following steps outline how training works over 12 monthly modules and 104 hours of instruction. For a more detailed explanation of each module please see Appendix A:

Two Day Kickoff Training Session

We will collaborate with your leadership team to kickstart the training process. Our training program is designed to equip you with the knowledge, skills, and tools needed to successfully implement your organization’s “One Page Strategic Plan”.

Monthly Full-Day Training Sessions

Working in 8-hour sessions, we’ll complete 1 of 12 training modules each month to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Appendix A

All businesses run best when these “Four Decisions™” are made correctly:

  1. People: Build your team’s performance
  2. Strategy: Build a business model that is profitable and drives growth.
  3. Execution: Stay focused and implement all the critical elements of your strategy.
  4. Cash: Keep a strong cash flow to drive growth.

We call these the “Four Decisions™”.

In pursuit of your goals, we will teach you to identify them clearly in order to prepare you to develop and implement your “One Page Strategic Plan.” Your long-term business goals and the required short term actions will then be aligned.

As you develop your One Page Strategic Plan, we’ll guide you to identify company’s particular requirements in the areas of People, Strategy, Execution, and Cash. In preparation for potential business growth opportunities, we’ll provide training to help you identify the essential skills and knowledge needed to make the most of these opportunities. We’ll also take note of any knowledge gaps that may arise during this process and educate you on how to identify and rectify them.

Ready To Take Your Game To The Next Level? Get An Online Meeting Scheduled Today.

TRAINING WITHIN THE SCALING UP™ PROGRAM CONSISTS OF 12 MONTHLY MODULES:

Delivery For All Courses:
On-Site Presentation, Guided Discussions, Exercises And Worksheets For The Team To Complete.

Month 1:

START DEVELOPMENT OF ONE PAGE STRATEGIC PLAN

16 HOURS

Outcomes:
The team will:
– Learn how the Four Decisions (People, Strategy, Execution, Cash) create a foundation for – business strategic planning.

– Have the knowledge to develop their One Page Strategic Plan based on these Four Decisions including 3 to 5 key thrusts for the next 3 years, 3 to 5 objectives for the current fiscal year and 3 to 5 Rocks for the current quarter.

Assessment:
Is the draft One Page Strategic Plan completed with identified Key Thrusts, Yearly Objectives and Quarterly Rocks?

Month 2:

ROCKEFELLER HABITS CHECKLIST / WWW

8 HOURS

Outcomes:
The team will:
– Learn how to evaluate the organization using the Rockefeller Habits Checklist

– Have the knowledge to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

Assessment:
Is the team able to assess themselves to the Rockefeller Habits Checklist? Can they each establish individual accountabilities?

Month 3:

CREATE CORE VALUES

8 HOURS

Outcomes:
The team will:
– Learn how to recognize values that are “alive” and contribute to organizational culture and growth.

– Learn how to assess the effectiveness of their organizational values.

– Have the knowledge to review and/or create organizational core values that match the kind of culture and growth they are trying to build in their One Page Strategic Plan.

Assessment:
Is the team able to identify and define the organizational core values? If needed, can they create or redraft core values that match their vision for growth?

Month 4:

TALENT ASSESSMENT

8 HOURS

Outcomes:
The team will:
– Learn employee profile types (A, B, C).

– Learn how matching profiles, job positions and work tasks can contribute to or detract from building the organization.

– Have the knowledge to evaluate the employees reporting to them as A, B or C players.

– Have the knowledge to place and hire employees more effectively in positions suited to their strengths.

Assessment:
Is the team able to evaluate the relative capabilities of their team members and identify A, B, and C players? Are they able to identify areas of improvement in employee placement and/or hiring?

Month 5:

FUNCTION ACCOUNTABILITY CHART & EXECUTION

8 HOURS

Outcomes:
The team will:
– Learn how to assess what are the critical functions within the organization that are critical for growth.

– Assess who is accountable for each critical function within the organization. 

– Have the knowledge to identify and act on opportunities for improvement. 

Assessment:
Is the team able to determine who the accountable person is for each critical function identified? Are they able to identify opportunities for improvement?

Month 6:

CASH ACCELERATION STRATEGIES

8 HOURS

Outcomes:
The team will:
– Learn about the Cash Flow Cycle and how it impacts potential for organizational growth.

– Have the knowledge to evaluate the organization’s Cash Flow Cycle.

– Have the knowledge to determine and execute the actions required to shorten it.

Assessment:
Is the team able to define the Cash Flow Cycle? Are they able to identify opportunities for improvement?

Month 7:

POWER OF ONE

8 HOURS

Outcomes:
The team will:

– Learn how small changes (1%, 1 day) can drive more cash to the bottom line.

– Have the knowledge to review the income and expenses of the organization.

– Have the knowledge to recognize what small changes may have big impact on the organization’s cash flow.

Assessment:
Is the team able to identify the income and expense sources within the organization that could be small changes with big impact?

Month 8:

STRENGTHS, WEAKNESSES & TRENDS

8 HOURS

Outcomes:
The team will:

– Learn how to identify organizational strengths, weaknesses.

– Assess what effects the identified external trends will have on the organization.

– Have the knowledge to determine and execute the actions required from this analysis.

Assessment:
Is the team able to identify organizational strengths and weaknesses? Are they able to identify potential effects external trends will have on the organization? Are they able to determine potential actions required from this analysis?

Month 9:

CORE CUSTOMER / BRAND PROMISE

8 HOURS

Outcomes:
The team will:
– Learn about the power of creating a brand promise that has meaning for the organization’s core customer.

– Learn how to Identify the core customer.

– Have the knowledge to create organizational brand promises that matches organizational values and the core customer.

Assessment:
Is the team able to identify the core customer and the needed organizational brand promises?

Month 10:

SANDBOX

8 HOURS

Outcomes:
The team will:

– Learn how to assess the organization’s potential fields of play.

– Have the knowledge to identify and execute any actions needed to effectively exploit the defined area

Assessment:
Is the team able to Identify the organization’s field of play and any actions needed to effectively exploit the defined area?

Month 11:

KEY THRUSTS

8 HOURS

Outcomes:
The team will:

– Learn about pulling out Key Thrusts to support strategic growth planning.

– Assess what Key Thrusts might be valuable for organizational growth for the next 3 to 5 years.

– Have the knowledge 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 identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives?

Month 12:

INDIVIDUAL PLAN: PRIORITIES, KPIS AND MILESTONES

8 HOURS

Outcomes:
The team will:

– Learn about matching individual Priorities to support strategic growth planning.

– Learn how to use Key Performance Indicators (KPI) and milestones in strategic growth planning.

– Have the knowledge needed to develop individual Priorities, KPIs and Milestones for the upcoming fiscal year

Assessment:
Is the team able to develop individual Priorities, KPIs and Milestones for the upcoming fiscal year?

LEARN MORE ABOUT SCALING UP™: PHASE 1

What People Are Saying About our Scaling Up™ Course:

Ken Larson has an outstanding grasp of what is required to develop solid business practices that have the potential of moving a company forward. His enthusiasm and focus bring results.
Andreas Cordsen
Solution Design & Modeling Business Manager, WesternGeco
I lead a COO group in Calgary and we welcome a new speaker each month to share some relevant topics with us in a limited time. Ken was a stand out from the last few years for sure! He is one of the few who scored highly from all members on his passion for his material, the level of the content and his skill and expertise to deliver the content in a meaningful way. We loved what he shared so much we bought the book and are using it as a discussion point at our annual retreat. I would highly recommend bringing Ken into your group of leaders to shift their thinking and truly understand the simple and powerful steps for execution.
Aly Pain
Professional Speaker, The Conflict Coach
Ken was instrumental in assisting our organization define a strong culture which is deeply rooted in everything we do today. Ken also facilitates a "Life Coaching for Fitness Professionals" program that is one of the best received courses on our schedule. We have had many employees take the course more than once. I would recommend Ken to assist with a company looking to build a strong people related culture.
Scott Wildeman
Sr. VP Operations, International Fitness Holdings Inc

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