WELCOME 1

Patty DeDominic Chief Catalyst Doug Crawford Business Coach Monday’s Facilitators 2

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Here is what we will be talking with you about this morning… 4

Strategic Action Plan Q  Focus Areas  Success Criteria  Actions Completion Dates 5

S TEP O NE C LARIFYING Y OUR O BJECTIVE : W HAT B USINESS A RE Y OU A IMING T O B UILD Patty DeDominic June 30, 2015

Preview: I’ll be sharing with you… What Business Are YOU Really Building? Defining Your Own “Triple Crown” aka Your Plan for Miracles  Page 36 in Level 3 Road Map book 7 Future Goals…

What business are you truly aiming to build? Why are you in business? What inspires you and your team to invest your life in your business each day as you build your business? What is your noble, worthy purpose? What is your company’s vision? 8

Summary Define your challenges: Be Real Don’t ask for Perfection – ask for Progress +Technological as well as personal +Your Mission & Vision will EVOLVE. Make Miracles less like Mountains, More like trail hikes +Mastery is not achieved overnight Keep your eye on the goal 9

Q UESTIONS ? 10

S TEP T WO D ETERMINING Y OU E XACT S TARTING P OINT & U NDERSTANDING THE “G AP ” Doug Crawford June 30, 2015

12 You now have this filled out on Page 36 Determine Your Exact Starting Point Now Fill in your Current Starting Point Details  Page 36

Summary Identify Your Gap Challenges +Technological as well as personal Set realistic expectation +Mastery is not achieved overnight Keep your eye on the goal +Mentorship programs 13

Q UESTIONS ? 14

S TEP T HREE C ONDUCTING Y OUR S.W.O.T A NALYSIS Doug Crawford June 30, 2015

Two Types of Planning: 1.Predictive Planning: Target / GAP / Bridge 2.Emergent Strategic Planning: Instinct / Events / Qtr. by Qtr. 16 Conducting Your S.W.O.T. Analysis

Think about Strategies and Plans from 4 Perspectives Every Quarter Top 5 Strengths…and 3 Greatest Business Opportunities Biggest 3 Business Weaknesses…and 3 Greatest Business Threats 17 Conducting Your S.W.O.T. Analysis

Guiding Strategic Reminder: +Build on your Strengths +Focus your best resources and people on your biggest opportunities, not your biggest problems +Each quarter, work to meaningfully mitigate one or more of your gravest business threats +Push Back your #1 limiting factor +Focus first on what needs to be done, not on what you want to be done +Focus on fewer, better things +Feed your winners; starve your losers 18

Summary Define your challenges +Technological as well as personal Set realistic expectation +Mastery is not achieved overnight Keep your eye on the goal +Mentorship programs 19

Q UESTIONS ? 20

S TEP F OUR I DENTIFYING Y OUR T OP L IMITING F ACTORS & P ERFORMING A S WEET S POT A NALYSIS Patty DeDominic June 30, 2015

Preview: I’ll be sharing with you… Two magic tools to help you Make Miracles….. Want to make molehills out of Mountains? The Limiting Factor tool, Brainstormed and the Sweet Spot exercise will Enable you to cut through the noise of your whirlwind. Identifying Your Top Limiting Factors

Write down your two biggest limiting factors When we look through our Limiting Factors we can brainstorm ideas. Come Up with at least 5-10 ideas to push back each limiting factor Calms the Noise, creates energy toward solutions

Page 73 Identifying Your Top Limiting Factors & Performing A Sweet Spot Analysis

Page 73 Identifying Your Top Limiting Factors & Performing A Sweet Spot Analysis

Identifying Your Top Limiting Factors & Performing A Sweet Spot Analysis

Its not Magic, it is Action Steps Anyone can learn this technique - Empower Your Team Your Role as a leader is to break it down into easier to digest chunks for your team Use What YOU have not to get where you WANT to GO These tools, applied regularly will transform your business & Teach prioritization and focus skills to your team This is not Rocket Science, its Business Planning Summary

Q UESTIONS ? 29

S TEP F IVE M APPING O UT Y OUR C OMING Q UARTER V IEW O F Y OU T OP 3 S TRATEGIC O BJECTIVES Doug Crawford June 30, 2015

31 Strategic Action Plan: Worksheet What to get done next next Quarter What are my Top A1, A2, A3 Focus Areas & Criteria for Success – Look back at Sweet Spot and Limiting Factors 1.Push Back Limiting Factor = Immediate improvement 2.Limiting Factor, Risk, or Mid Term Opportunity 3.Go after Biggest Opportunity Criteria For Success = Results Desired Sketch Out Our Quarter: Write in the Months Write in the A1, 2, 3 Actions for each month

Summary A.2-3 Focus Areas B.Key Results for Quarter for each Focus Area “Criteria for Success” = Result C.Which Key Results in Which Month Set realistic expectations 32

Q UESTIONS ? 33

S TEP S IX C REATING Y OUR 1-P AGE Q UARTERLY A CTION P LAN Patty DeDominic June 30, 2015

Our Goal is to make bite-sized chunks of the Big Goals / Focus Areas. You are not asking the Team for Miracles – nor are they mind readers You are asking for Action, which will: a.Give Clear Direction b.Build on one another for alignment and progress c.Give Specifics d.Expected Due Dates Page Quarterly Action Plan

Tools: Online Action Plan 36

Pg. 73 in your Level 3 Roadmap book Tools: Online Action Plan 37

Summary This is the step most struggling companies most often neglect to do. Write Down Your Goals each quarter Share the info with your team and your coach Print It Out and keep in sight Update Your Plan as you accomplish the Action Steps – Share the Progress with your team. 38

Q UESTIONS ? 39

Here is what we covered … to help prepare you for next Quarter 40

Thank You… Patty DeDominic Chief Catalyst Doug CrawfordBusiness Coach 41