Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “Figuring out the right things to do isn’t nearly as difficult as continuing to do them over the long term.” Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “Remember: The problem for most of us isn’t knowing what to do… it’s doing it.” Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “All organizations are perfectly designed to get the results they are now getting. If we want different results, we must change the way we do things.” Tom Northup Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “It’s useful to think of excellence in two broad categories: Customer excellence and business excellence.” Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “Excellence is not a destination; it is a continuous journey that never ends.” Brian Tracy Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “We are what we repeatedly do. Excellence, then, is not an act but a habit.” Aristotle Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. “Discipline is the bridge between goals and accomplishments.” Jim Rohn Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

Our webinar will begin in a few minutes. "Measure is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.“ Larry Bossidy Our webinar will begin in a few minutes.

Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration December 13, 2011

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Six Disciplines Software Demonstration REMINDER: START RECORDING STARTING SLIDE Hello and welcome to today’s webinar, Six Disciplines Software Demonstration. Today we’ll be looking at the software that embodies the process defined in the Six Disciplines Methodology. December 13, 2011

Your Presenter Matt Lauth Managing Partner Strategy Execution Advisors Certified Business Coach My name is Matt Lauth. I am the managing partner at Strategy Execution Advisors and I’ll be hosting today’s webinar. Today’s webinar is being recorded and the presentation will be made available at the end of the webinar on our website. To minimize background noise all phones have been placed on mute. Throughout the next hour, if you have a question or comment please submit it through the “Question” pane of the GotoWebinar application that is along the right side of your screen.

Discipline V: Innovate Purposefully Get a first-hand view of the Six Disciplines software and how it forms the foundation for helping organizations improve performance through better planning, execution and results. During this webinar you'll learn: 1. How strategic plans are documented and communicated. 2. How operational plans are created and managed. 3. How to create balanced scorecards in the software. 4. How individuals plans are created from the detailed strategic and operational plans. This is 1 hour of your time that will give you the information needed to help the organization improve performance through a systematic approach to strategy formation and strategy implementation. I want to take a moment to review the goals I’ve set for today’s webinar. By the end of our 60 minutes I want you to come away with clear answers to the following: 1. How strategic plans are documented and communicated. 2. How operational plans are created and managed. 3. How to create balanced scorecards in the software. 4. How individuals plans are created from the detailed strategic and operational plans.

Six Disciplines Process Learn Strategize Measure Plan Let’s quickly review the 6 disciplines within the Six Disciplines Methodology The Six Disciplines are: Decide What’s Important - Strategy Set Goals that Lead - Planning Align Systems – Organizing and Aligning Work the Plan - Execution Innovate Purposefully – Measure Results and innovate to improve results Step back from the working “in” the business to working “on” the business. - Learning Manage Organize © 2004-2007 Six Disciplines, LLC All Rights Reserved.

Six Disciplines Methodology 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) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) The Six Disciplines methodology is built around 6 key disciplines that include 31 specific steps.

Strategy – Decide What’s Important ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. Vision - Where E. Define VFOs - What F. Agree What to Stop ANNUAL (4-8 hrs., 6 weeks before year end) In our past webinars we reviewed discipline I – Decide What’s Important. This first discipline focuses on Strategy.

Planning - Set Goals That Lead ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. Vision E. Define VFOs F. Agree What to Stop A. Define Measures B. Define Targets C. Define Initiatives D. Engage the Team A. Define Measures - What B. Define Targets - What C. Define Initiatives - How D. Engage the Team Discipline II – Set Goals that Lead is about Planning. ANNUAL (4-8 hrs., 5 weeks before year end)

Organizing – Align Systems ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. 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 ANNUAL (4-8 hrs., 4 weeks before year end) Discipline III is about detailed planning to get alignment and organization around the goals of the organization, both strategic and operational.

Execution – Work the Plan ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. Vision E. Define VFOs F. Agree What to Stop A. Define Measures B. Define Targets C. Define Initiatives D. Engage the Team A. Define IPs Quarterly - Who B. Review IPs Weekly C. Rate IPs Quarterly D. Prioritize Daily E. Monitor Measures Discipline IV is about working the plan to get engagement, results and performance aligned to purpose. QUARTERLY & WEEKLY

Measure – Innovate Purposefully ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. Vision E. Define VFOs F. Agree What to Stop A. Define Measures B. Define Targets C. Define Initiatives D. Engage the Team A. Brainstorm B. 100-Point Exercise C. Quick-ROI Analysis D. 5-Step Problem Solving E. Champion Your Ideas F. Recognize Contribution ON-GOING Discipline V, Innovate Purposefully is about measurement and improvement. Or more succinctly stated: innovation.

Measure – Innovate Purposefully A. Review Externals B. Review Internals C. Recap SWOT D. Review Individuals ANNUAL (4-8 hrs., 6 weeks before year end) (4-8 hrs., 5 weeks before year end) ON-GOING (4-8 hrs., 7 weeks before year end) QUARTERLY & WEEKLY (4-8 hrs., 4 weeks before year end) 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 A. Mission B. Values C. Strategic Position D. Vision E. Define VFOs F. Agree What to Stop A. Define Measures B. Define Targets C. Define Initiatives D. Engage the Team ANNUAL (4-8 hrs., 7 weeks before year end) Discipline VI, Step Back is about learning. Discipline VI has 4 steps: Review Externals Review Internals Recap SWOT Review Individuals

Brian- CEO Jeff - Marketing Diane- Sales Jacob – F & A

Challenges to Planning Getting the voice of customers and employees Forming alignment and consensus among the team Establishing a common vision for the organization Defining the vital objectives the organization has to attain Agreeing on measures of success Establishing targets to benchmark progress Assigning responsibility Communication, buy-in and engagement

Challenges to Execution Developing detailed, bottoms-up plans Balancing strategic initiatives with operational activities Empowering the individual Dealing with the daily inflow of activities and changes Communicating progress Overcoming the tyranny of the urgent – ensuring the important overcomes the urgent

For more information and to register, visit: Upcoming Webinars October 21th: Excellence in Annual Planning October 28th: Discipline I – Decide What’s Important November 3rd: Discipline II – Set Goals That Lead November 30th: Discipline III – Innovate Purposefully November 30th: Discipline V – Innovate Purposefully December 13th: Discipline VI – Step Back December 13th: Six Disciplines Software Overview December 20th: Building a Business Case January 10th: Leading Change – Putting Plans Into Action Here’s a list of the upcoming webinars. You can visit our website to learn more and to register. Past webinars have been recorded and are available on the website at the URL listed. Today’s webinar, along with the PowerPoint presentation slides will be uploaded to our website and will be available by end of day today. For more information and to register, visit: www.StrategyExecutionAdvisors.com/webinars

Learn Strategy Innovate Plan Execute Organize I. DECIDE WHAT’S IMPORTANT VI. STEP BACK Learn Strategy V. INNOVATE PURPOSEFULLY II. SET GOALS THAT LEAD Innovate Plan IV. WORK THE PLAN III. ALIGN SYSTEMS The Six Disciplines process is holistic in that it addresses both strategic as well as operational goals; and also in that it engages all levels of the organization, from senior leadership, to business units, to divisions and departments down to the individual knowledge worker. Execute Organize

Decide to Thrive Improve Your Top Line – better plans lead to better results, our clients see topline improvement of 3-10%, sometimes more. Improve your Bottom Line – better execution and focus on what “should” means to the business generates more profit, our client see profit that outpaces their peers on national benchmark reports. Recognize that Time is Money – the longer you wait the longer it will be before your organizations performance improves. Empower Your Employees – providing a system to connect actions to goals is empowering, it’s foundational to creating better leaders at all levels.

Thank You! Matt Lauth mlauth@sxadvisors.com (419) 348-8046 Thank you for attending today’s webcast. Here’s my contact information, please contact me to discuss how we can help your organization. It’s fitting for any organization, regardless of size or industry. Now let’s answer some questions. REMINDER: STOP RECORDING Survey Questions: 1. How would your rate your overall satisfaction with the webinar? Excellent, Very Good, Good, Fair, Poor Would you recommend this webinar to a colleague? Yes, No What could we do to make webinars like this more effective for you? Essay response What topics would you like to see covered in future webinars? Essay response Matt Lauth mlauth@sxadvisors.com (419) 348-8046