Blog Archives

Downloadable Tools

My clients often ask for electronic versions of the tools we use together. I’ve created a Tools page will all of them, including many of the Rockefeller Habits / Scaling Up tools and my newly created Dashboard Template: Execution: Dashboard

Tagged with: , , , , , ,
Posted in Uncategorized

Are you ready for 2014? Do your core values inspire you?

Happy New Year, Are you ready for 2014?  Do you have an annual strategic plan that provides an inspiring context for this year?  For the next four weeks I’ll be sending messages about aspects of annual planning to consider as

Tagged with: , , ,
Posted in Uncategorized

5 Essential Elements for an Effective Quarterly Planning Offsite

If you simply can’t imagine taking a whole day offsite with your leadership team, don’t bother with this post.  Instead, read Too busy to plan? Otherwise, read on! There are 5 essential elements to an effective quarterly planning offsite. Getting

Tagged with: , , ,
Posted in Uncategorized

Are Your Quarterly Priorities Hurting Morale?

If you leave your quarterly planning session with priorities like these, you may have a problem on your hands: Increase sales Decrease expenses Improve delivery times Write employee handbook When your executive team isn’t clear how we will measure each

Tagged with: , ,
Posted in Uncategorized

Weekly Meeting Summary

Weekly Meeting Calendar

The weekly meeting is often the place a company will start if they have no meeting rhythm at all.  Let’s step back for a moment and ask ourselves: What’s the purpose of a weekly meeting? Collective intelligence (not status!) on

Tagged with: , , , ,
Posted in Uncategorized

Meeting Rhythm I Recommend

In Mastering the Rockefeller Habits, Verne Harnish outlines a meeting rhythm that growth companies can follow to make sure information, ideas and problem solving flows quickly and accurately throughout the organization.  Here’s my quick summary of the full rhythm: Daily

Tagged with: , , ,
Posted in Uncategorized

Too busy to plan?

busy

Quite a few CEOs I’ve spoken with recently tell me they’re too busy to add a daily huddle or a quarterly planning offsite to their schedule. This post is for those of you too busy for the full meeting rhythm

Tagged with: , , , , , , ,
Posted in Uncategorized

Planning Your Living Legacy

By Verne Harnish & Ted Sarvata People often joke that the best moments of boat ownership are the day they bought the boat and the day they sold it. There are similar punctuation marks in our lives-the day we’re born

Tagged with: , , , ,
Posted in Uncategorized

What’s your Critical Number?

I’ve received a couple of messages like this recently: Ted, on the bottom of the annual and quarterly columns on the one-page strategic plan, there’s a space for critical numbers. Could you explain that further? The concept of the critical

Tagged with: , , , , ,
Posted in Uncategorized

Red Balloon about to reach their BHAG

About 8 years ago, Red Balloon had sold 7500 experiences.  Australia’s number provider of gifted experiences, offering over 2500 experiences, Naomi Simson and her team set an aggressive goal to sell 2 million experiences.  They”ve now sold 1.6 million experiences

Tagged with: , , , , , ,
Posted in Uncategorized