Getting Things Done: An Executive's Guide to Connecting Plans to Action October 14, 2011

Getting Things Done 2 As busy executives we often have more on our plate than we have time for. The results are missed deadlines, lack of balance between work and personal life and a general sense of being overwhelmed. Join us for a 60- minute complimentary webinar where you'll learn: 1.Overview of the getting things done (GTD) model. 2.How to delegate yet keep control and visibility 3.How to clear your desk and head and get everything into a next-action digital system. 4.How tools that integrate with systems you already use can easily connect your communications with actions. 5.What impact having a system to manage actions will mean to your business and personal life. This is 1 hour of your time that will give back days worth of return in both your work and personal life.

Problem Statement 3 1.We have more things to do than we have time. 2.Much of our responsibility is leading others (and ourselves). 3.Active involvement: personal, business, community. 4.We underperform to our capability.

4 GTD ® and Getting Things Done ® are registered trademarks of David Allen & Co.

My Learning… 5 1.Knowledge Workers have no “hard edges” to their work. 2.Everyone needs a system. 3.Getting everything out of your head and into a system is the secret to stress-free productivity. 4.Discipline yourself about making front-end decisions on all inputs.

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Four Criteria Model for Choosing Action 7 1.Context 2.Time available 3.Energy available 4.Priority

Seven Basic Categories 8 1.A “Projects” list 2.Project support material 3.Calendared actions and information 4.“Next Actions” list 5.A “Waiting For” list 6.Reference material 7.A “Someday/Maybe” list

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Four Quadrants 11

What’s the Common Denominator? 12

“Should I?” 13

Knowing “Should” 14 What is it? Is it important? Is it urgent? Is it actionable? Is it something I should do? What’s the next action? Will it take very long? Should I delegate it? Is it associated with a larger project? Does it support our mission and vision? Does it align with our culture and values?

Knowing What “Should” Means 15 “Susan”

Where Does “Should” Come From? 16

Leadership and Planning 17

Putting It All Together 18

The Performance Equation 19 + = “Making good decisions is a crucial skill at every level.” Peter Drucker

A Strategic Planning Process 20 Strategize PlanMeasure Manage Learn Organize © Six Disciplines, LLC All Rights Reserved.

Six Disciplines Methodology 21 A.Renew Mission B.Renew Values C.Renew Strategic Position D.Renew Vision E.Define VFOs F.Agree What to Stop A.Define Measures B.Define Targets C.Define Initiatives D.Engage the Team A.Identify Misalignments B.Align Processes C.Align Policies D.Align Measures E.Align Technology F.Align People A.Define IPs Quarterly B. Review IPs Weekly C.Rate IPs Quarterly D.Prioritize Daily E.Monitor Measures A.Brainstorm B.100-Point Exercise C.Quick-ROI Analysis D.5-Step Problem Solving E.Champion Your Ideas F.Recognize Contribution A.Review Externals B.Review Internals C.Recap SWOT D.Review Individuals ANNUAL (4-8 hrs., 6 weeks before year end) ANNUAL (4-8 hrs., 5 weeks before year end) ON-GOING ANNUAL (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY ANNUAL (4-8 hrs., 4 weeks before year end)

Strategy to Execution 22 Where What How Who When

Strategy Execution: A System for Connecting Plans to Action 23

Connecting Plans to Action 24 WHOHOW Senior Leadership Cross-Functional Teams Departments Individuals Planning Retreat Quarterly Workshop Initiative Workshop Measures Workshop Process Workshop Process Implementation IP Workshop Total Organization Engagement WHAT Mission/Values Strategic Position, Vision (10+) Long-Term Goals (3-5) (VFOs, Measures, Targets) Gradecards Initiatives (1 year) Deliverables Individual Plans (IPs)

Cascading Goals 25 Deliverables Tom’s IPMary’s IP VFOs, Measures, Targets Initiatives / Projects Deliverables Bill’s IP

26 Sue’s Goals Joe’s Goals Strategic GoalsOperating Goals Delegate Mail Home Meetings Calls Action Items Loose Papers My Goals -One-time -Ongoing -Personal Manage Progress Week, Month, Quarter 1.Review Goals (1 by 1) --Add /close Actions --Create reminders --Forecast Time --Forecast Completion --Forecast Measure --Mark At Risk 2Add Progress comment 3Schedule Reminders 4Realign With Team stop Department Plans Change Initiatives Do now Not my project Trash < 5 minutes Delegate/track Reference Only Schedule Later Schedule Now Evaluate Later Short Term Actions Not Important Enough GTD7 Habits

Value of Consistent Performance 33 Correlation of factors with valuation of a business

Predictable Growth 34 Current Sales$10,000,000Impact Increased growth potential1% $ 100,000

Lowering Fixed Costs 35 Current Sales$10,000,000Impact Increased growth potential1% $ 100,000 Gross margins50% $ 50,000

Lowering Variable Costs 36 Current Sales$10,000,000Impact Increased growth potential1% $ 100,000 Gross margins50% $ 50,000 Personnel related costs50% $ 2,500,000 Reduced wasted time (1%=5 min)5% $ 125,000

Contribution Potential 37 Current Sales$10,000,000Impact Increased growth potential1% $ 100,000 Gross margins50% $ 50,000 Personnel related costs50% $ 2,500,000 Reduced wasted time (1%=5 min)5% $ 125,000 Contribution $ 175,000 Program cost $ 30,000 Gain $ 145, x return on investment!

Key Take-Aways 38 1.Having a system to manage “things to do” is important. 2.Having a context to assess incoming “things” based on strategy is critical. 3.Having the discipline and the self-leadership to manage yourself and your system is priceless. 4.The return on investment is high.

Upcoming Webinars 39 1.October 21 st : Excellence in Annual Planning 2.October 28 th : Discipline I – Decide What’s Important 3.November 3 rd : Discipline II – Set Goals That Lead 4.November 8 th : Discipline III – Align Systems 5.November 15 th : Discipline IV – Work the Plan 6.November 30 th : Discipline V – Innovate Purposefully 7.December 6 th : Discipline VI – Step Back For more information and to register, visit:

Self-Leadership Service 40 1.Copies of both books. 2.Six Disciplines Outlook Edition - $100/mo. 3.Weekly/monthly Coaching $ /mo. [as needed] Interested in learning more? Matt Lauth,

Thank You ! Matt Lauth (419)