1. Quad Report
2018
Report by:
Date:
Business
(The Next Most Traction Creating “ions” of Your Journey) iv) Other …
iii) Core Strategies (Which Best Drive Traction for Your Multi-year Journey)
Things to Think About
The VUCAness of your business (Volatility Uncertainty Complexity Ambiguity)
Your Timeline
Questions to Ponder
How well is your business Recession-Ready (Q1/Q2 2019) & Future-Proofed (1.0/2.0/3.0)?
Decisions to Make
Actions to Take
Status Update:
Most Significant Accomplishments:
Most Significant Shortfalls vs Desired Accomplishments:
How’s it going in building the execution capability/capacity of your business?
Speaker Topics Application:
#1:
#2:
#3:
Update on Issues Processed:
#1:
#2:
#3:
Core Strategies:
#1:
#2:
#3:
#4:
#5:
#6:
Dashboard of data/trend
graphs on reverse side
KPI #1: ________________________________________________________
Status Update:
KPI #2: ________________________________________________________
KPI #3: ____________________________________________________
KPI #4: Financials: Revenue/Margins/Cash-Flow
(Your Month by Month, Quarter by Quarter Journey)
Year: 2018 Annual Plan
SMART Goal #1: ________________________________________________
Status Update:
SMART Goal #2: ________________________________________________
SMART Goal #3: ________________________________________________
SMART Goal #4: ________________________________________________
SMART Goal #5: ________________________________________________
(The 1 Year Mountain on Your Multi-Year Journey)
Theme:
Right distributed leadership throughout this system
Breakthrough frame of mind
There is always a solution
No mountain is too high enough
Ability to create followship
Helping to build high bandwidth, highly productive people
This is what I call a High Performance Team
This is a sports car
No wheel spin here
Traction Control
(Historic Performance Outcomes) i) Key Performance Indicators
ii) Breakthrough Goals (Future Performance Outcomes)
SMART: Specific, Measurable, Achievable, Results-Oriented, Time-Bound

2. KPIs Dashboard Business KPI #1: ________________________________
(Key Performance Indicators)
Report by:
Date:
Business
KPI #1: ________________________________
KPI #2: ________________________________
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
Right distributed leadership throughout this system
Breakthrough frame of mind
There is always a solution
No mountain is too high enough
Ability to create followship
Helping to build high bandwidth, highly productive people
This is what I call a High Performance Team
This is a sports car
No wheel spin here
Traction Control
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
KPI #3: ________________________________
Default KPI #4: Revenue, Margins, Cash-flow.

3. Quad Report
2018
Report by:
Date:
Life
(The Next Most Traction Creating “ions” of Your Journey) iv) Other …
iii) Core Strategies (Which Best Drive Traction for Your Multi-year Journey)
Things to Think About
The VUCAness of your business (Volatility Uncertainty Complexity Ambiguity)
Your Timeline
Questions to Ponder
How well is your business Recession-Ready (Q1/Q2 2019) & Future-Proofed (1.0/2.0/3.0)?
Decisions to Make
Actions to Take
Status Update:
Most Significant Accomplishments:
Most Significant Shortfalls vs Desired Accomplishments:
How’s it going in building the execution capability/capacity of your business?
Speaker Topics Application:
#1:
#2:
#3:
Update on Issues Processed:
#1:
#2:
#3:
Core Strategies:
#1:
#2:
#3:
#4:
#5:
#6:
Dashboard of data/trend
graphs on reverse side
KPI #1: ________________________________________________________
Status Update:
KPI #2: ________________________________________________________
KPI #3: ____________________________________________________
KPI #4: Financials: Revenue/Margins/Cash-Flow
(Your Month by Month, Quarter by Quarter Journey)
Year: 2018 Annual Plan
SMART Goal #1: ________________________________________________
Status Update:
SMART Goal #2: ________________________________________________
SMART Goal #3: ________________________________________________
SMART Goal #4: ________________________________________________
SMART Goal #5: ________________________________________________
(The 1 Year Mountain on Your Multi-Year Journey)
Theme:
Right distributed leadership throughout this system
Breakthrough frame of mind
There is always a solution
No mountain is too high enough
Ability to create followship
Helping to build high bandwidth, highly productive people
This is what I call a High Performance Team
This is a sports car
No wheel spin here
Traction Control
(Historic Performance Outcomes) i) Key Performance Indicators
ii) Breakthrough Goals (Future Performance Outcomes)
SMART: Specific, Measurable, Achievable, Results-Oriented, Time-Bound

4. KPIs Dashboard Life KPI #1: ________________________________
(Key Performance Indicators)
Report by:
Date:
Life
KPI #1: ________________________________
KPI #2: ________________________________
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
Right distributed leadership throughout this system
Breakthrough frame of mind
There is always a solution
No mountain is too high enough
Ability to create followship
Helping to build high bandwidth, highly productive people
This is what I call a High Performance Team
This is a sports car
No wheel spin here
Traction Control
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
Trend Graphs
Actuals
Trailing Averages
12 month
90 Day
Target
KPI #3: ________________________________
Default KPI #4: Revenue, Margins, Cash-flow.