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.
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
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:
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”.
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.
All businesses run best when these “Four Decisions™” are made correctly:
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.
Delivery For All Courses:
On-Site Presentation, Guided Discussions, Exercises And Worksheets For The Team To Complete.
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
Champion PSI is based in Calgary, Alberta, but we work with clients all across Canada and the United States.