1. Six Disciplines Software Demonstration
December 13, 2011

2. 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.

3. Six Disciplines Software Demonstration
December 13, 2011

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.”
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5. Six Disciplines Software Demonstration
December 13, 2011

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“The greatest attribute for any business leader is perseverance.”
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7. Six Disciplines Software Demonstration
December 13, 2011

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“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
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9. Six Disciplines Software Demonstration
December 13, 2011

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“It’s useful to think of excellence in two broad categories:
Customer excellence and business excellence.”
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11. Six Disciplines Software Demonstration
December 13, 2011

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“Satisfied customers drive business success – and business success enables investment to satisfy customers.”
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13. Six Disciplines Software Demonstration
December 13, 2011

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“Excellence is not a destination; it is a continuous journey that never ends.”
Brian Tracy
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15. Six Disciplines Software Demonstration
December 13, 2011

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“We are what we repeatedly do. Excellence, then, is not an act but a habit.”
Aristotle
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17. Six Disciplines Software Demonstration
December 13, 2011

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“People go in the direction leadership is walking, not pointing.”
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19. Six Disciplines Software Demonstration
December 13, 2011

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“Every job is a self-portrait of the person who does it. Autograph your work with excellence. “
Unknown
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21. Six Disciplines Software Demonstration
December 13, 2011

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“Excellence is doing ordinary things extraordinarily well."
John W. Gardner
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23. Six Disciplines Software Demonstration
December 13, 2011

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“Discipline is the bridge between goals and accomplishments.”
Jim Rohn
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25. Six Disciplines Software Demonstration
December 13, 2011

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"Measure is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.“
Larry Bossidy
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27. Six Disciplines Software Demonstration
December 13, 2011

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
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29. Six Disciplines Software Demonstration
December 13, 2011

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.”
Our webinar will begin in a few minutes.

31. 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

32. 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.

33. 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.

34. 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
© Six Disciplines, LLC All Rights Reserved.

35. 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.

36. 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.

37. 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)

38. 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.

39. 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

40. 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.

41. 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

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

43. 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

44. 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

45. 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:

46. 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

47. 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.

48. 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
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