Leadership. Performance. Strategy.

Transcription

1 Leadership. Performance. Strategy.

2 Individual Growth Cohort Growth Organizational Growth Program Overview EXCELerate by Brainard Strategy is a private label executive development solution that bridges best practices and applied training techniques for best-in-class leadership and executive development. This leadership development solution is designed for the executive or director with substantial managerial experience who is looking to advance their level of influence and impact within their company. EXCELerate is modeled after competencybased internal universities so that your executives can gain the value of industry leading skill development without the cost and time involved in developing your own internal university program and is taught through experiential exercises, business simulations, case studies, and online social learning. The modules developed for EXCELerate are a result of years of collecting best practices, leadership strategies that work in applied settings, and application exercises that have been demonstrated to link training content with application on the job. EXCELerate is a fully supported, with communication and evaluation templates, administration, and logistical support from the Brainard Strategy team that will make system-wide training at your organization easy to implement. The modules are designed to support executives in highly interactive sessions developing cohort group knowledge as well as individual growth. 6 MODULES DESIGNED FOR SUCCESS 1. Your Executive Brand 2. Vision and Values Leadership 3. Leading Leaders 4. Driving Performance that Matters 5. Strategic Acumen 6. Negotiating and Executive Relationships Develop executive presence and leadership acumen Increase leverage and scale throughout the company Greater networked peer learning Shared learning experience where leaders can draw from each others knowledge and experience Create a culture of consistent language and practices around leadership Apply leadership techniques to strategic objectives to drive execution 2

3 Competency Driven Each module of the EXCELerate program is based on established leadership practices that are targeted for excellence at the senior level. Industry Leadership Module 6: Negotiating and Executive Relationships Organizational Leadership Module 5: Strategic Acumen Module 4: Driving Performance that Matters Personal Leadership Module 3: Leading Leaders Module 2: Vision and Values Leadership Module 1: Your Executive Brand World-class leadership development facilitators deliver all EXCELerate modules 3

4 An In the Box Solution PROGRAM BENEFITS The EXCELerate program is self-sustaining and contains all of these elements Content Competency mapping Power point presentations Simulation Executive level activities Video support Communication CEO kick-off memo Communication plan Calendar of events Detailed program outline 1. Applied leadership techniques linked to strategic objectives 2. Develop executive presence and leadership acumen Program Management Logistical support Program evaluation Project plan 3. Shared learning experiences where leaders can draw from each other s knowledge and skills 4. Create a culture of consistent language and practices around leadership 5. Create leverage, leadership depth and scale across the organization 4

5 EXCELerate online Community Social Learning is promoted through use of the portal between modules. Develop a community through online discussions, activities, access to resources, and access to videos on related topics for fast facts. 5

6 Curriculum Outline EXAMPLE ONE DAY OUTLINE 1. Your Executive Brand Effective senior leaders form their approach around a leadership philosophy or discipline. This module reviews the general principles of leading leaders and how to leverage the leadership models in developing their own leadership philosophy. Leaders explore the link between self-awareness and development planning. They also learn how to leverage emotional intelligence for effective relationships across the organization. Leaders define their leadership brand. 2. Vision and Values Leadership Leaders that inspire performance and create the culture and environment that supports success are far superior at achieving organizational targets. This module discusses how to drive performance through vision and values. Learn how to align corporate strategy with execution and lead by driving a vision. 3. Leading Leaders Driving performance through a system requires the development of others through coaching and mentoring for higher performance. This module focuses on how to deliver impactful feedback, and establish a culture of accountability throughout a system. 4. Driving Performance that Matters This module focuses on appreciating the significant differences of groups and group dynamics. Learn the fundamentals of meeting effectiveness and understand change processes to efficiently leverage your team s capabilities. This module focuses on understanding the evolutionary stages of teams, and learning to understand, assess, and impact the team leveraging the Lencioni model. Leaders will also review the various types of teams, roles and teaming as a competence. 5. Strategic Acumen Corporate performance cannot be driven without a solid foundation that includes understanding the financial acumen and market drivers. Additionally this module will focus on the alignment between a company s strategy, economic drivers, and control systems. 6. Negotiating and Executive Relationships Executives with influence across the organization drive impact and shape culture. In this module leaders will develop awareness of executive brand and presence, and will enhance their ability to influence teams and groups. Leaders will also learn progressive views of negotiating, leveraging best practices and relational capital. 1. Peer discussion on applying concepts from the last class: what worked and what didn t based on experience between the modules 2. Mini-lecture application focused and strategic 3. Experiential workshop Take the new concepts of the day and apply them to self and others. Create an action plan for immediate implementation 4. Online portal with access to social learning, resources, and interactive exercises to supplement learning 6

7 Module 1: Your Executive Brand Objectives: Discuss the general principles of leadership at the executive level Understand leadership self deception and its impact on the organization Review the competencies underpinning Emotional Intelligence Discuss how a leadership philosophy broadens an executive s organizational impact Develop a leadership brand Morning Agenda: 9:00 a.m. 9:30 a.m. Introductions Welcome Icebreaker 9:30 a.m. 10:45 a.m. Leaders and Leadership Overview of leadership models and theory Leadership defined by the Kouses and Posner model 10 commandments of leadership Trust and credibility Ask don t tell leadership activity 10:45 a.m. 11:00 a.m. Morning Break 11:00 a.m. 11:30 a.m. Good to Great Leadership Good to great leaders Stockdale paradox Good to great companies 11:30 a.m. 12:00 p.m. Leadership and Self Deception Arbinger institute model: Leadership and Self Deception Authentic leadership System-wide impact of self-deception Core leadership exercise 7

8 Communication Support Brainard Strategy supports all training and development initiatives with communication templates and guides. The EXCELerate program is no different. This kick-off communiqué is only a sample of the many training initiative templates and modalities that can be communicated out to your leadership community. COMMUNICATION SUPPORT OFFERED INCLUDES: 1. CEO memo 2. FAQs Sample CEO Memo Company Name is launching a new learning and development program in partnership with Brainard Strategy called EXCELerate, which is targeted specifically at developing leadership skills of management teams. EXCELerate was developed under the guidance of experts in training and development in various areas of business needs offering comprehensive developmental exercises and foundational skill building workshops that we are excited to align with our strategic objectives. EXCELerate has been developed to meet the following objectives: Align leadership development with Company Name s culture and leadership competencies Customize the learning elements to different levels of leaders (managers and executives) Leverage a program that is based on effective models of business practice, talent development, and leadership effectiveness Effectively utilize social media technology, in a cost effective and sustainable manner The primary purpose of EXCELerate is to provide development opportunities for our leadership team at Company Name. The training opportunities offered within the context of EXCELerate address targeted skill development known to drive performance at the individual, team, and organizational levels. I am excited to invite you to fully participate in each of the training and development offerings that are a part of EXCELerate. The first instructor-led module, Your Executive Brand, is scheduled for {enter date}. Watch your for details regarding your orientation package to this leadership development initiative. 3. Poster 4. Intra-net and newsletter content 5. Policies and eligibility criteria 6. Sr. HR memo 7. Invitations and tracking forms 8

9 Calendar of Events Generate momentum with an annual development program: EXCELerate modules are offered on an annual calendar basis to maximize the incremental development and skill building available to your leaders. Scheduling your development sessions in advance creates momentum for your training and development initiatives and generates interest in future offerings. * EXCELerate curriculum is designed as an initiative including 6, incremental day-long modules. 9

10 Strongly Agree Agree Neutral Disagree Strongly Disagree Evaluation Support Brainard Strategy follows up on the quality and effectiveness of each facilitator with evaluations and shares the results of the evaluations following each session with you, the client. Sample Evaluation Form Module 4: Driving Performance that Matters PROGRAM EVALUATION In addition to individual session evaluation, the EXCELerate is designed to leverage Kirkpatrick s four stages of training evaluation where learning is evaluated from multiple perspectives: Questions The overall session was effective and beneficial for me. The knowledge and/or skills gained through this session will enable me to better understand how to lead a high performing team. The knowledge and/or skills gained through this session will enable me to effectively support performance throughout my organization. The knowledge and/or skills gained through this session will enable me to prepare for managing team meetings effectively. The knowledge and/or skills gained through this session will enable me to effectively leverage the Lencioni model of team performance. The facilitator was effective in presenting the material. Session evaluations Self ratings of skill development Manager ratings of skill development 360 ratings with pre- and postmeasurement scores to quantify targeted skill growth (optional) System-wide results-based improvement metrics (optional) Comments: A recent study by McKinsey (McKinsey Quarterly, 2007) quantified the impact of leadership training and demonstrated that ongoing, leadership development for executives leads to portfolio momentum, market share gain, and an increase in M&A activity. 10

11 Presentation Support Each instructor-led module is supported with a participant manual that includes the presentation slides enriched with additional background information, reflective exercise questions, and notes for participants to take away from each session so leaders can focus on learning the materials in the session and leave knowing that all key points are captured in their manuals. 11

12 Comprehensive Development for Sr. Leaders AUGMENTED SERVICES Gain greater self awareness through leadership assessments in areas such as: 360 degree feedback Critical thinking Values profiles Team assessment Assessments EXCELerate The most effective leadership initiatives offer multiple modalities for learning. EXCELerate can be augmented by adding optional developmental services to expose your executives to more depth in learning and leverage their leadership expertise. Training Executives to be Trainers Coaching (optional) Leverage subject matter experts in your organizations: Culture-specific training Mentoring Development of in-house training expertise Work towards personalized development and growth goals with a professional coach: Telephone coaching Secure chat Face to face meetings 12

13 Partial Leadership Development Client List 13

14 Certified Trainers Ken Ruggiero Ken has more than 20 years of management, finance, and business development experience as an integral part of senior management teams in fast-changing environments. His experiences range from working in management teams of global corporations to entrepreneurial start ups. Because of the range of Ken s experience, he approaches business challenges with a balance of sharp business acumen, skill in financial analysis, and perspective. Ken is the CEO and President of Goal Structured Solutions, a financial asset management company. Prior to this role Ken served as CFO and, in the final year of his tenure, the President and COO of Goal Financial, a nation-wide student lending company. During his time at Goal Financial the company originated over $8 billion in student loans and became a top 10 student loan provider. Christy Gilbert As a seasoned Learning & Organizational Development professional, Christie Gilbert provides consulting and coaching services on projects, events and initiatives that result in meeting and exceeding client expectations. She brings to organizations powerful, efficient, and effective process methodologies and techniques that enable groups with complex problems to attain their targeted goals. Over a span of 20 years, Christie has facilitated groups in the US, Europe and Asia, across several industry sectors including computer technology, pharmaceuticals, biotechnology, hospitality, construction and retail. Michael Brainard Michael Brainard brings over 15 years of experience as a management consultant, senior executive, executive coach, manager, entrepreneur, and researcher. Michael has worked with many executives and organizations across industries blending a strategic, behavioral, and experiential learning approach. As a management consultant, Michael has designed and conducted process re-engineering and re-structuring, organizational assessments, leadership development initiatives, performance management systems, change. Additionally Michael has worked as a post-acquisition internal and external integration leader. As a speaker, Michael has delivered keynote talks to such groups as the Association for Corporate Growth, PIHRA, SHRM, PCMA, OCEMA, and a variety of corporations. 14

15 Certified Trainers Alandria Saifer Dr. Alandria Saifer is an organization and individual development specialist with expertise in the areas of training and facilitation, management and executive coaching, career transition, organizational effectiveness and change, team learning and executive assessment and feedback. During her 18 years as a management consultant, Alandria has worked with individual clients ranging from hourly employees to CEOs and Presidents of corporations as well as corporate clients ranging from Fortune 100 organizations in multinational settings to government organizations. Alandria is also an accomplished presenter, facilitator and trainer. She has worked with groups ranging in size from five to 120 people; ranging in hierarchy from line employees to senior executives. Jennifer Konkin Jennifer leads the in-house firm s Center of Excellence in partnering with clients on designing custom organizational development initiatives. She specializes in developing customized initiatives in the areas of talent management, leadership development, team development, and performance management initiatives. Jennifer s technical expertise and leadership development experience lead to the creation of a comprehensive learning program to include the development of an internal university, implementation of a Learning Management System, and development of year on year instructor led national training programming for a $5 billion food company. Lisa Barron Lisa is a faculty member of Organization and Management at The Paul Merage School of Business, University of California, Irvine. She has taught negotiation and leadership techniques to members of large and small organizations including Microsoft, Medtronic, Ingram Micro, State Street, MicroSemi, and Boeing and to executives, career counselors, undergraduate and graduate students, academic staff and faculty. Her teaching, coaching and consulting focuses on negotiation, communication, creativity and leadership. Her current personal consulting interest is in developing high-impact, strategic communicators. Through training she imparts new knowledge to the client. This gives the client a different mental model of the behaviors she or he is trying to adopt. 15

16 Certified Trainers Andrew Johnson Andrew Johnson brings over 7 years of teaching and training experience to Brainard Strategy. Andrew began his career in academia, teaching a series of courses ranging from California and United States history. Andrew transitioned from a successful career in teaching to the field of Learning and Organizational Development. He has a lifelong passion to learning, developing, and researching the best methods to induce a collaborative teaching and training environment. As a consultant, Andrew works directly with his clients to drive them toward success. He builds strong relationships with his clients to develop and design the best-desired outcomes. His energetic, passionate desire to breakdown unseen barriers breathes life into the content and motivates his clients to take action. Nancy Wallis Prior to her full-time academic appointments Nancy attained a wealth of experience from her 30 years as senior leader, project manager, consultant, supervisor, administrator, trainer and mentor, always with a larger goal of improving leadership capacity and organizational performance. She has served in numerous executive roles with leading healthcare insurance companies where she had administrative responsibility for $1 billion in medical expense including premium billing and collections, medical claims, and risk management. Other past affiliations include PricewaterhouseCoopers and KPMG Peat Marwick where she led cross-cultural teams in accomplishing critical organizational improvement and change initiatives. In her preferred consulting projects she works with senior executives and their teams within their unique organizational contexts to improve their efficacy in leading change and organizational learning in alignment with organizational goals and desired outcomes. 16

17 Client Evaluation Quidel is growing, both organically and through acquisition, and has added a number of talented executives in the past couple years. With many new, highly successful individuals joining the team and focusing on functional responsibilities, we identified development needs for the group to improve collaboration and create a cohesive leadership culture. We wanted a strategic partner who could assist us with executive team development and engaged Brainard Strategy for that purpose. We have been very pleased with the results. Michael developed an on-going program for us that includes content as well as tangible actions to strengthen the leadership team and engage our employees more directly. Phyllis Huckabee Vice President, Human Reso urces Quidel Corporation 17

18 Client Testimonial Steve Becker Senior Vice President, Human Resources Golden State Foods GSF is a $5 billion dollar global company that is a very values driven corporation (our Creed reads: we believe in God and the dignity of all people). We have provided one-off training and learning solutions throughout our history, but it became clear that we needed a strategic approach to learning and development in I assessed the Disney Institute as a possible solution along with many other companies that would share best practices. We also had executives attend Ivy League programs and used tools like DDI and CCL in the past to develop our leaders. All of these approaches were effective, but were someone else s solutions. None were designed for our unique culture. What we needed to do was to build a comprehensive training and development program in-house that might include best practices, but also one that was highly customized for us. It was quite obvious that we could not do this by ourselves. As I began to seek advice about a resource or partner to help us to build this infrastructure I was referred to Brainard Strategy by a number of trusted colleagues. Michael and his team met with me and our CEO to collaborate with us relative to the outcomes and options for the process. Michael was clearly a technical expert in building and delivering corporate learning initiatives, but fit was to be critical. Additionally, we needed a web-enabled solution as our managers and associates are spread out around the globe. Brainard Strategy was selected based on our comfort level with Michael and his team, their technical expertise and experience, and their flexible Learning Management System. We completed our design and implementation in 2009 and launched a blended approach to learning in With two years of experience under our belt now we are delighted with the outcome as well as the excellent partnership we have with the Brainard team. Brainard Strategy 5050 Avenida Encinas, 18 Carlsbad CA Phone: Fax: Website: