SCALING UP™ BUSINESS TRAINING: PHASE I - QUARTERLY PROGRAM

SCALING UP™ BUSINESS TRAINING: PHASE IA

Training within the Scaling Up™ program consists of 4 quarterly modules.

Through the Scaling Up™ process, we’ll show you how to achieve your growth goals, regardless of your business size or industry. Through this business coaching 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.

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

What's Included:

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

 

Instructor: The Champion Performance Coaching Staff

How It Works

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

Quarterly Full-Day/Half-Day Training Sessions

Working in 8-hour sessions or two 4-hour sessions, we’ll complete 1 of 4 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 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 first identify them clearly in order to develop and implement your “One Page Strategic Plan.” We’ll then 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.

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

TRAINING WITHIN THE SCALING UP™ PROGRAM CONSISTS OF 4 QUARTERLY MODULES:

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

Quarter 1:

START DEVELOPMENT OF ONE PAGE STRATEGIC PLAN

8 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:
Was the draft One Page Strategic Plan completed with identified Key Thrusts, Yearly Objectives and Quarterly Rocks?

Quarter 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:
Was the team able to assess themselves to the Rockefeller Habits Checklist? Did they each establish individual accountabilities?

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

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

SCALING UP™ BUSINESS TRAINING: PHASE IB

Training within the Scaling Up™ program consists of 4 quarterly modules

Through the Scaling Up™ process, we’ll show you how to achieve it, regardless of your business size or industry. Through this business coaching 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.

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

What's Included:

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

 

Instructor: The Champion Performance Coaching Staff

How It Works

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

Quarterly Full-Day/Half-Day Training Sessions

Working in 8-hour sessions or two 4-hour sessions, we’ll complete 1 of 4 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 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 first identify them clearly in order to develop and implement your “One Page Strategic Plan.” We’ll then 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.

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

TRAINING WITHIN THE SCALING UP™ PROGRAM CONSISTS OF 4 QUARTERLY MODULES:

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

Quarter 5:

FUNCTION ACCOUNTABILITY CHART

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

Quarter 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:
Was the team able to define the Cash Flow Cycle? Were they able to identify opportunities for improvement?

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

Quarter 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:
Was the team able to identify organizational strengths, weaknesses? Were they able to identify potential effects external trends will have on the organization? Were they able to determine potential actions required from this analysis?

SCALING UP™ BUSINESS TRAINING: PHASE IC

Training within the Scaling Up™ program consists of 4 quarterly modules

In this phase of the Scaling Up™ training, we will teach you how to define your core customer and your organizational brand promises. Your team will find their “Sandbox” where they can play and explore new ideas and opportunities. Learn how to set key strategies that align with your organizational objectives and how to set priorities, key performance indicators (KPIs), and milestones that help your team achieve those strategies.

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

What's Included:

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

 

Instructor: The Champion Performance Coaching Staff

How It Works

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

Quarterly Full-Day/Half-Day Training Sessions

Working in 8-hour sessions or two 4-hour sessions, we’ll complete 1 of 4 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 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 first identify them clearly in order to develop and implement your “One Page Strategic Plan.” We’ll then 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.

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

TRAINING WITHIN THE SCALING UP™ PROGRAM CONSISTS OF 4 QUARTERLY MODULES:

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

Quarter 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:
Was the team able to Identify the core customer and the needed organizational brand promises?

Month 10:

SANDBOX

8 HOURS

Outcomes:
The team will:

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

LEARN MORE ABOUT SCALING UP™: PHASE 1 - QUARTERLY PROGRAM

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What People Are Saying About our Scaling Up™ Course:

Ken made significant contributions to the success of a quality initiative within the Canadian energy pipeline industry in 2014 and this success has continued into 2015 with even lofty plans well under way. Ken brings unique perspectives, the ability to draw out fantastic insights from people by asking thought provoking questions, a 'winning' attitude focused on achieving excellence and a vast tool kit that allows him to flex and adapt to any situation. It has been a pleasure to continue to work with Ken as he has the right approach when it comes to developing long lasting relationships based on honoring commitments and driving for sustainable results.
Vik Kohli
Director, Enbridge
I have been working with Ken for the past 5 years as my personal business coach. I have found his frank approach and discipline at keeping me on task and accountable to in valuable as we work to get the right people in the right places.
Jerry Gunn
CEO, Precision Giant Systems Inc.
Ken understands the business world. He learns the business from the bottom up and at the same time works with the CEO from the top down. He helps get employees and management on the same page, share the same values, mission and action plan to move the organization from Good to Great. With his help we were able to weather the 2009 financial storm without losing any employees or business. On the contrary we were able to grow and hire during the downturn in economy. He is my career and business coach.
David Wallach
President/Founder, Triumph Real Estate Investment Fund