1. Quarterly Review Process Connecting responsibility, with accountability. March 29, 2012

2. 2 “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.

3. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

4. 4 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.”

5. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

6. 6 Our webinar will begin in a few minutes. “The greatest attribute for any business leader is perseverance.”

7. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

8. 8 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

9. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

10. 10 Our webinar will begin in a few minutes. “It’s useful to think of excellence in two broad categories: Customer excellence and business excellence.”

11. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

12. 12 Our webinar will begin in a few minutes. “Satisfied customers drive business success – and business success enables investment to satisfy customers.”

13. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

14. 14 Our webinar will begin in a few minutes. “ Excellence is not a destination; it is a continuous journey that never ends.” Brian Tracy

15. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

16. 16 Our webinar will begin in a few minutes. “ We are what we repeatedly do. Excellence, then, is not an act but a habit.” Aristotle

17. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

18. 18 Our webinar will begin in a few minutes. “People go in the direction leadership is walking, not pointing.”

19. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

20. 20 Our webinar will begin in a few minutes. “Every job is a self-portrait of the person who does it. Autograph your work with excellence. “ Unknown

21. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

22. 22 Our webinar will begin in a few minutes. “Excellence is doing ordinary things extraordinarily well." John W. Gardner

23. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

24. 24 Our webinar will begin in a few minutes. “Discipline is the bridge between goals and accomplishments.” Jim Rohn

25. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

26. 26 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

27. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

28. 28 Our webinar will begin in a few minutes. “The strategic agenda demands discipline and continuity; its enemies are distraction and compromise.” Michael E. Porter

29. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

30. 30 Our webinar will begin in a few minutes. “One of the major barriers to achieving lasting excellence is how little formal effort organizations put into learning how to execute strategy.”

31. March 29, 2012 Quarterly Review Process Connecting responsibility, with accountability.

32. 32 Your Presenter Matt Lauth Managing Partner Strategy Execution Advisors Certified Business Coach

33. Quarterly Review Process 33 Join me to find out how the Six Disciplines Program makes Quarterly Review Process easy. During this webinar you'll learn: 1. What is the Quarterly Review Process? 2. Where does it fit in the overall management of performance in my organization? 3. Why is it important? 4. How do I go about completing a Quarterly Review? 5. How do I use it to manage the business?

34. What are quarterly reviews? 34 Quarterly reviews are performance “grade cards” done at the end of each fiscal quarter. This is often aligned directly to calendar quarters. The purpose of the quarterly review is to assess individual, team and organizational performance so that learning factor into future quarters. Quarterly reviews are typically done between the employee and their manager. The output of the review and be used to support and strengthen annual performance reviews. Often financial incentives are tied to quarterly reviews but should be done so with caution.

35. 35

36. 36 Poll Questions

37. 37 Business Limiters

38. 38 Complete Program Defined Process: The Plan (Blueprint, Recipe, Schematic) Defined Schedule: A defined calendar of activities and deliverables Clear Accountability: Reinforcement and Coaching Software: A system to manage and track plans, progress and results at all steps

39. 39 Defining the Process Where What How Who When

40. 40 Work The Plan 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) 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 B. Review IPs Weekly C.Rate IPs Quarterly D.Prioritize Daily E.Monitor Measures A.Define IPs Quarterly B. Review IPs Weekly C.Rate IPs Quarterly D.Prioritize Daily E.Monitor Measures QUARTERLY & WEEKLY

41. 41 Process Quarterly plans are reviewed and agreed upon – Typically done before the start of the quarter or within the first week of the new quarter. Routine progress reports are made to communicate progress and status toward achieving goals – Used as a foundation for 1:1 meetings Quarterly review done at the end of the quarter – Usually the last week of the quarter or first week of the new quarter Individual, team and organization performance is rolled up and assessed – Summary typically communicated in quarterly company meeting

42. 42 Plans

43. 43 Goals

44. 44 Rating

45. 45 Summary Quarterly Performance Reviews support a culture accountability Plans and goals are required in order to have something to review Goals need to be defined and agreed upon with clear measures and targets for “what does success look like” Establish a grading approach that has integrity Be careful to tie financial incentives too early

46. 46 www.StrategyExecutionAdvisors.com

47. Upcoming Webinars

48. 48 1.March 29 th : Quarterly Review Process For more information and to register, visit: www.StrategyExecutionAdvisors.com/webinars

49. 49

50. Thank You ! Matt Lauth mlauth@sxadvisors.com (419) 348-8046