s a h r a c o n f e r e n c e 2 0 1 6 strategic business
TRANSCRIPT
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Strategic Business
Made Simple
S A H R A C O N F E R E N C E 2 0 1 6
October, 2016
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© Ascent Advisor, Inc. All Rights Reserved.ASCENT TRAINING 2
Change This!
What would you do to
change the behavior of
thousands of people
to save their lives?
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© Ascent Advisor, Inc. All Rights Reserved.ASCENT TRAINING 3
1930
1960
1980
Mao
Zedong
Yellow
Fever
Epidemic
Enforced
by Troops
Healthcare
Mandate
Barefoot Doctors
Educated
VillagersControl the
Epidemic
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Who We Are
We are a trusted advisor
to innovative leaders
seeking to achieve
critical results.
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What We Do
We take organizations to
the next level.
We build your organization’s
capacity for change.
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Strategic Leadership
Setting Clear Direction
Achieving Results
Analysis Decisions Goals
People Tasks Measures
Building Common Purpose
Mission Vision Values
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Are you Leading Change? . . . or
Is Change Leading You?
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Whether a change is
an opportunity
or a threat
is up to you.
It’s Your
Choice!
ASCENT WORKSHOP
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Red Frame of Mind
“This is happening to me.”
“I have to . . .”
“I don’t have say in the matter.”
“The brutal facts are . . . “
“It is not my fault.”
“I just do what I’m told.”
“All I can do is . . .”
Green Frame of Mind
“I have the opportunity to . . .”
“My choice is to . . .”
“Given the situation, I will . . .”
“There is a possibility to . . . “
“My 50% on this is . . .”
“I choose to respond by . . .”
“My best option is to . . .”
Wh
at’
s y
ou
r F
ram
e o
f M
ind
?
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The goals are ridiculously high and I will never be able to reach them. Despite your efforts, your
current performance
continues to be below your
goals.Reaching my goals will require a different approach than what I’m doing.
The leaders are not committed, so the change cannot work.Making change requires
support from leaders that
are not ding what they are
asking us to do.We need to help our leaders recognize their role by words and actions.
Green Framing Change
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Change is Inevitable.
Growth is Optional.
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VISION, MISSION & VALUES• Vision: What we want to become, our story of success
• Mission: Why we exist, our purpose
• Values: What we stand for, our code of conduct
GOALS & OBJECTIVES• Goals: What we plan to accomplish
• Objectives: What we will do and by when
INITIATIVES & MEASURES• Initiatives: What we do to accomplish the objectives
• Measures: What measures we use to report progress
GENERAL
QUALITATIVE
LONG TERM
SPECIFIC
QUANTITATIVE
SHORT TERM
Hierarchy of Directions
5 – 10 yrs.
1 – 12 mos.
1 – 3 yrs.
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Vision,
Mission &
Values
Goals &
Objectives
Initiatives
& Measures
INSPIRES PURPOSE
MOTIVATES INVESTMENT
GUIDES DECISIONS
DRIVES ACTIONS
MOBILIZES RESOURCES
DELIVERS RESULTS
Alignment to Purpose
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Living the vision
keeps it alive
and vibrant.
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Vision, Mission & Values statements do distinctly different jobs.
VISION MISSION VALUES
What we want to
become
Why we exist What we stand for
Our long term goals
and aspirations
Our purpose as a
company
Our code of conduct
Functions as the
guiding “north star”
Provides a clear
definition of what we do
Gives guidelines for
everyday behavior
Is an inspirational
description of the future
state
Is a succinct statement
of the present state
Is a concise list of non-
negotiable qualities
Definition Statements
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The power of purpose
commits people to a cause
greater than themselves.
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Focus on Critical Priorities
• As an individual, your chances of achieving up to 3 concurrent projects with excellence is high.
• Professional jugglers can keep up to 5 objects up in the air at a time.
• The more projects you try to juggle at once, the less likely you are to achieve any of them well.
• If you have too many none of them will get done.
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The Game Plan
How We Win
The Goal
What We Will Do
The Position
Where We Play
Strategic Decisions
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Goals & Objectives:What we will do. Defines the company’s goals and objectives for
the next 1-3 years.
Scope:Where we play. Defines the company’s customers, markets and
services for the next 1-3 years.
Advantage:How we win. Defines the distinctive value, assets and resources
that makes the company competitive for the next 1-3 years.
We define a company’s strategy in terms of:
Strategy Elements
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Strategic Direction
Vision & Mission
Co
mp
an
y L
evel
Ind
. L
evel
Goal 1 Goal 2 Goal 3 Goal 4 Goal 5
Obj. 3.a. Obj. 3.b. Obj. 3.c.
Actions 3.a Actions 3.b Actions 3.c
KPI 3.a. KPI 3.b. KPI 3.c.
Aligning People to Results
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Great
Strategy
Poor
Strategy
Great
ExecutionA+ A
Poor
ExecutionB C
The Value of Execution
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Strategic clarity means
that everyone understands
their role in making the
game plan successful.
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Focus on Fewer Projects
EpicThe entire course that can be
done in 6-12 months
Phases
SprintsProject milestones that can be
done in 1-2 weeks
TasksGroup of related tasks that
can be done in 1-2 days
Project phases that can be done
within 2-3 months
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Working in Sprints
The following are the main features of working in sprints:
1. Agile projects make progress in regular cycles called Sprints (typically 2 weeks long)
2. A constant Sprint duration leads to a better rhythm
3. In between Sprints, take time to jog (review, catchup, & plan)
4. The Sprint Planning meeting defines Sprint goals and tasks
5. Team members assign to themselves the tasks to complete in the Sprint
6. The team reviews progress regularly during the Sprint
7. Keeps a day count-down to Sprint completion
Ground Rule: No changes during the Sprint!
Plan sprint durations around how long you can commit to keeping change
out of the sprint.
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Deliver Value Incrementally
Want This!
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Weeks
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Don’t Make Me Wait Till It’s All Done
Not This!
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Weeks
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What’s a Scrum in Rugby?
In rugby, a scrum is a means of restarting play after a minor infringement or a reset opportunity. It involves up to eight players from each team, known as the pack or forward pack, binding together in three rows and interlocking with the free opposing teams forwards. The scrum brings focus to push forward as a team.
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What’s a Scrum at Work?
At work, a Scrum is a standing meeting that takes place on a regular consistent basis. During the scrum all project team members report their progress on the tasks. The focus is on updating each other on the progress made and make necessary adjustments. The entire world is invited to observe a team’s scrum. Only the team members are allowed to talk. Keep all scrums under 15 minutes!
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Elements of a Scrum
TIMEOUT• Regular timeout at scheduled times
• On-the-spot timeout as needed
• Keep it brief – 5 to 15 minutes only
HUDDLE• Huddle with everyone in the project team
• Meet standing in a circle
• Meet facing the Kanban board
SCOREBOARD• Make reference to the tasks on the board
• Review projected vs. actual results
• Update task status and days to complete
GAME PLAN• Assess progress against goals
• Renegotiate expectations if necessary
• Choose a game plan
• Go, fight, win!
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Visual Accountability
To Do Doing Verify Done
John S.
Mary J.
Tony Q.
Kanban Task Board:Tracking individuals’ assignments by
name increases accountability for the
project team.
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Doing More vs. Working Smart
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Managing Expectations – Saying Yes
1.Express an interest to the areas you are
willing to commit.
2.Describe what you need from others in
order to deliver on your commitment.
3.Explain what you will do after receiving
the contribution from others.
How to Say “Yes” to Obtain a Commitment
•Yes,
•If . . .
•Then!
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Managing Expectations – Saying No
1.Express full support for the areas you
completely agree. Exclamation!
2.State what you cannot do at this time with
current resources. Full Stop!
3.Propose possible times or means to still
accomplish what was requested.
How to Say “No” and Still Be Valued
•Yes!
•No.
•Yes?
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Agile execution is a time-
boxed, iterative approach
to achieve incrementally
better results.
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Strategic Leadership
Setting Clear Direction
Achieving Results
Analysis Decisions Goals
People Tasks Measures
Building Common Purpose
Mission Vision Values
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Strategic Business
Made Simple
S A H R A C O N F E R E N C E 2 0 1 6
October, 2016