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SCALING UP™ BUSINESS TRAINING: PHASE III - ANNUAL

Scaling Up™ Phase III Course Description

Training within the Scaling Up™ program consists of 12 modules.

This advanced Scaling Up™ course delves more deeply into the 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.

The Advanced Phase III course provides training on how to recruit and develop a 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 coaching tools they need to inspire action, results, and accountability towards the company’s larger vision.

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What The Scaling Up Partnership Looks Like:

Instructor: The Champion Performance Coaching Staff
Also Included: Access to all Scaling Up™ PDF exercises, tools, videos, and resource materials.

How It Works:

The following steps outline how training works over 4 quarterly modules and 32 hours of instruction, whether its online or in-person. For a more detailed explanation of each module please see Appendix A.

Full-Day/Half-Day Training Sessions:

Working in 8-hour sessions or two 4-hour sessions, we will complete 12 training modules each quarter 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 high-performance culture
  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.

In pursuit of your goals, we will first identify them clearly to develop and implement your “One Page Strategic Plan.” We will then help align your long-term business goals and the required short-term actions.

As we develop the One Page Strategic Plan, we will identify specific needs within your company related to People, Strategy, Execution, and Cash. As opportunities for business growth arise, we will work together to transfer the necessary skills and knowledge to resolve the situation and maximize the opportunities. During this time, we will identify knowledge gaps and seek to fill them.

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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:

Interpersonal Communication

8 HOURS

Outcomes:
The team will:

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


Assessment:
Was the team able to:

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

Month 2:

Compelling Story Development

8 HOURS

Outcomes:
The team will:

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


Assessment:
Was the team able to:

  • Describe their marketing strategy and core customer?
  • Create the Compelling Story of their organization?

Month 3:

Time and Priority Management

8 HOURS

Outcomes:
The team will:

  • Understand time and priority management can affect the efficiency of their projects and teams.
  • Learn how processes, tools, and activities can improve time and priority management.
  • Discover ways that they can assess their own time and priority management systems.

Assessment:

Was the team able to assess and find potential ways to improve their current system of priority and time management.

Month 4:

Productivity Development

8 HOURS

Outcomes:
The team will:

  • Learn how to expand the SWOT analysis to the TOWS Matrix.
  • Expand their understanding of leading and lagging indicators to measure their progress towards objectives and milestones.


Assessment:
Was the team able to:

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

Month 5:

Recruiting, Hiring, Onboarding Best Practices

8 HOURS

Outcomes:
The team will:

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


Assessment:
Was the team able to:

  • Identify the “Fit Factors” for their organization?

  • Assess their onboarding process and identify its strengths and weaknesses?

Month 6:

TopGrading™ Best Practices

8 HOURS

Outcomes:
The team will:

  • Understand what TopGrading™ is and how it can optimize your leadership team through recruitment or advancement.
  • Learn how to incorporate TopGrading™ into your hiring practices.

Assessment:

Was the team able to demonstrate the TopGrading™ interview techniques?

Month 7:

Dashboarding

8 HOURS

Outcomes:
The team will:

  • Learn how Big Data can be used in tools and processes to provide analysis about your organization and larger trends.
  • Understand how dashboard tools can centralized and simplify reports and recording data and how this can be used to analysis organizational health and growth.

Assessment:
Was the team able to create a plan to build or improve organizational dashboards?

Month 8:

Acquisition Best Practices

8 HOURS

Outcomes:
The team will:

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


Assessment:
Was the team able to:

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

Month 9:

Leadership Development (LQi)

8 HOURS

Outcomes:
The team will:

  • Learn how to review and refine their Organizational Chart to support and develop leaders.
  • Learn about the Leadership Quality Index (LQi) and complete an assessment of their LQi.
  • Understand how an intentional culture can make your organization attractive to potential new hires.


Assessment:
Was the team able to:

  • Complete and assess and gaps in their LQi?
  • Describe their organizational culture and how it aligns with their organizational vision and values?

Month 10:

Accountability Systems and Processes

8 HOURS

Outcomes:
The team will:

  • Learn best practices for to manage accountability.
  • Understand how to use tools such as Microsoft Team, IT Structure, and other tools to implement accountability systems and processes.
  • Discover the importance of embedding these systems and tools in all levels of the organization.
  • Learn ways to roll out changes so all levels of the organization are willing and able to implement them.

Assessment:
Was the team able to:

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

Month 11:

Coaching Best Practices

8 HOURS

Outcomes:
The team will:

  • Understand how coaching techniques can support management and leadership.
  • Learn the best practices for coaching people in your team.

Assessment:
Was the team able to demonstrate basic coaching skills and understanding of how to use them in the workplace?

Month 12:

Leader Transitions and Build to Sell

8 HOURS

Outcomes:
The team will:

  • Learn how to prepare an organization to make it attractive for sale or acquisition.
  • Understand how systems and processes can be set up to prepare the organization better for transitions during and after sales.
  • Understand how to prepare leadership to guide employees into and through sale while maintaining good communication and organizational culture?

Assessment:
Was the team able to:

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

LEARN MORE ABOUT SCALING UP™: PHASE 3

What People Are Saying About our Scaling Up™ Course:

I met Ken on our first day of TEC boot camp. We bonded immediately. Ken's passion for everything--but especially helping others is apparent in everything he does. Ken has also been a resource speaker for my TEC groups and was fantastic. Whether as a Coach, Keynote or motivational speaker or TEC Chair, Ken is the best.
John R. Howman
CEO Coach & Management Consultant
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 facilitates transformational learning. He doesn’t provide answers; he simply asks the right questions. You walk away with a better understanding of yourself.
Sean McLean
Conroy Ross Partners
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Champion PSI is based in Calgary, Alberta, but we work with clients all across Canada and the United States.

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