Leading Your Business Forward: Aligning Goals, People, and Systems for Sustainable Success. Seth Davies Managing Partner, Competitive Solutions, Inc

Transcription

1 Leading Your Business Forward: Aligning Goals, People, and Systems for Sustainable Success Seth Davies Managing Partner, Competitive Solutions, Inc

2 ABOUT US Founded in 1991, Competitive Solutions, Inc. is an international consulting firm serving clients in the Americas, Europe, and Asia Offices in Raleigh, NC and Atlanta, GA Authors of several books: Buried Alive Digging Out of the Management Dumpster and Leaving Your Leadership Legacy April 2013 Leading Your Business Forward: Aligning Goals, People, and Systems for Sustainable Success

3 OUR CLIENTS

4 The CURRENT State of Organizations: Reliance on the 3P s: Leaders influencing through their defined Position, Proximity, and powers of Persuasion Many leaders Managing by Personality Good intentions driving cultures of dependency, not accountability True high performance teams rarely exist as most teams are driven by selective engagement, not collective accountability

5 The CURRENT State of Organizations: CONTINUED No shortage of continuous improvement programs, but the operating system to drive sustainment is non-existent Metrics today represent Thermometers, not Thermostats No Leadership Legacy Organizational changes create vacuums and voids Employees at all levels looking to leaders to provide an operating environment where there is Clarity, Connectivity, and Consistency

6 NON-NEGOTIABLE PROCESSES RETURNING TO CORE BUSINESS SYSTEMS

7 THE MODEL

8 CONNECTIVITY PROCESS A BUSINESS SCORECARD SYSTEM

9 Is your Scorecard a Thermometer or Thermostat?

10 Key Outcomes

11 A Business Scorecard BUSINESS SCORECARD: A simple and concise tracking tool designed to create a common business language throughout an organization: ARE WE WINNING OR LOSING?

12 A BUSINESS SCORECARD

13 CONNECTIVITY PROCESS Leadership team creates key business focus areas and a standard format No more than 15 goals per scorecard Performance is color coded, Red/Green Visually projected in meeting room so that it sets the tone Are we winning or losing? Tone is set within 5 seconds All lower teams develop tactical scorecards to support the key business focus areas Shared ownership for populating data

14 CONNECTIVITY PROCESS CONTINUED Team members utilize an action register to address scorecard performance issues Red = corrective action Green for 90 days = metric review Provides thermostat application vs. thermometer Business scorecards are reviewed in every team meeting as a standard agenda item

15 CONSISTENCY PROCESS AN ACCOUNTABILITY SYSTEM

16 Action Register ACTION REGISTER: An accountability tool designed to document critical tasks, ownership responsibilities, and target dates. HOW ARE YOU MOVING THE BUSINESS FORWARD?

17 ACTION REGISTER

18 Designed to be used in the following manner: Meeting Effectiveness Drives elevated expectations of engagement within meetings Scorecard Effectiveness Transforms metrics from a Thermometer view to a Thermostat view Performance Management Provides data as a measurement of engagement

19 Accountability Analysis NAME #of Actions Taken # of Actions Completed Value of Actions to the Business What does this data tell the team leader? Shane Anna Debra Adam Patricia Gwen How should this data be used? Is this data conclusive? Value Key: 1 - Low; 2 - Medium; 3 - High John Linda

20 CLARITY PROCESS A COMMUNICATION SYSTEM

21 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit The action register brings visibility to accountability. It is a visual representation of who is engaged. Without it, how do you know if activities have been completed?

22 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit The scorecard needs to be visible to all team members and used as the catalyst of each weekly meeting. Everyone should be able to see if the team is winning or losing.

23 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit Opportunity for each team member to speak about the business, make comment, or ask questions. A lot can be brought to light in 30 to 60 seconds.

24 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit Employees need to receive public praise for a job well done. An informal, yet sincere thank you will provide immeasurable effects.

25 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit CRITICAL! This is the mechanism that provides linkage between all team members, work groups, and leaders throughout all levels in the organization.

26 Pass Up / Pass Down Process Senior Team Monday 9 AM info Critical information from the leaders needs to be disseminated throughout the organization. It needs to remain unedited and intact.

27 Pass Up / Pass Down Process Level Two Monday 11 AM info A Senior Team Member leads a team. During the team meeting the info is passed down as part of the standard agenda.

28 Pass Up / Pass Down Process Level Three Monday 1 PM info A member of that team is also a team leader. (S)he also uses the pass down process to provide that critical information.

29 Communication: What Works, What Doesn t, and Why Pass Up / Pass Down Process Level Four Tuesday 8 AM info The following morning the information is passed down to the next level in the organization and the processes continues.

30 Pass Up / Pass Down Process Level Five Tuesday 9 AM info The process is successfully completed, and the organization s leaders know that each employee now has that critical information.

31 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit Reinforcement of the actions to be taken will help to eliminate ignorance as an excuse. A thorough review of the new action register items will raise the level of engagement and accountability across the organization.

32 Home Team Meetings = Clarity Action Register Review #1 Scorecard Review Around-the-Table Recognition Pass Up/ Pass Down Action Register Review #2 Meeting Audit Did this advance the business? Did the time we spend in this meeting bring greater Focus, Urgency, and Accountability?

33 NON-NEGOTIABLE PROCESS DEPLOYMENT

34 An Organizational Operating System designed to: Drive focus, urgency, and accountability throughout an organization through Non-negotiable Operating Systems Create and sustain a culture of Connectivity, Clarity, and Consistency Create an operating system that allows new employees to assimilate themselves quickly and seamlessly into the overall mission of the installation Serve as an operating platform for sustainment activities such as LEAN, Operational Excellence, ISO, Class A Certification, High Performance Teams, etc