Gazelles International

Workshop Tools

TM

Best Education. Best Tools. Best Community. www.GICoaches.com

Best Education. Best Tools. Best Community. www.GICoaches.com

Name:

Notes:

Gazelles International Workshop Tools

TM

Break Even Analysis (BEA)

Formula Fixed (Overhead) Costs Gross Margin

= Break Even Sales

Example Fixed (Overhead) Costs

$100,000

Gross Margin

10%

Break Even Sales

=

$1,000,000

Exercise Fixed (Overhead) Costs Gross Margin

Break Even Sales

=

Example: Adding a new fixed expense

New Fixed (Overhead) Expense

$5,000

Gross Margin

Increase in Sales needed to Break Even

Four DecisionsTM Workshop Tools

v1.1

October 2011

10%

=

$50,000

For Use by Certified Coaches Only. ©2011 Keith Upkes, www.upkesgroup.com

Example: Adding a new fixed expense

New Fixed (Overhead) Expense Gross Margin

Increase in Sales needed to Break Even

=

1

Gazelles International Workshop Tools

TM

Talent Assessment: A, B or C Performers?

100% “B” Performer

“A” Performer

“C” Performer

“B/C” Performer

Core Values

0%

Four DecisionsTM Workshop Tools

Productivity

v1.1

October 2011

For Use by Certified Coaches Only. ©2011 Gazelles International (adapted from TopgradingTM Brad Smart and Geoff Smart, www.topgrading.com)

100%

2

Gazelles International Workshop Tools

TM

The Five Dysfunctions of a Team

TM

Dysfunction #5: Inattention to Results Strategy for Overcoming: • Keep the team focused on tangible group goals • Reward individuals based on team goals and collective success Dysfunction #4: Avoidance of Accountability Strategy for Overcoming: • Explicitly communicate goals and standards of behavior • Regularly discuss performance versus goals and standards Dysfunction #3: Lack of Commitment Strategy for Overcoming: • Review commitments at the end of each meeting to ensure all team members are aligned • Adopt a “disagree and commit” mentality — make sure all team members are committed regardless of initial disagreements Dysfunction #2: Fear of Conflict Strategy for Overcoming: • Acknowledge that conflict is required for productive meetings • Understand individual team member’s natural conflict styles and establish common ground rules for engaging in conflict Dysfunction #1: Absence of Trust Strategy for Overcoming: • Identify and discuss individual strengths and weaknesses • Spend considerable time in face-to-face meetings and working sessions

Four DecisionsTM Workshop Tools

v1.1

October 2011

For Use by Certified Coaches Only. ©2008 Pat Lencioni, The Table Group www.tablegroup.com

Score on a 1-10 Scale 10 = High 1 = Low

Results

Accountability

Commitment

Conflict

Trust

3

Gazelles International Workshop Tools

TM

SWOT + 3 (Strengths, Weaknesses, Opportunities, Threats)

Please answer the following questions from your personal perspective in the business. Don’t provide input you feel others wish to hear, answer from your heart and head. The purpose of the SWOT + 3 is to provide a clear view of what and how team members see the business.

1) What are the Top 5 Strengths of the business?

5) What is the #1 Priority in the next year for the business?

2) What are the Top 5 Weaknesses of the business?

6) What is the #1 Challenge in the next year for the business to address?

3) What are the Top 5 Opportunities for the business?

7) If you could make one Change / Improvement in the next quarter to strengthen the business, what would it be?

4) What are the Top 5 Threats to the business?

Four DecisionsTM Workshop Tools

v1.1

October 2011

For Use by Certified Coaches Only. ©2011 Keith Cupp, www.keithcupp.com

4

Gazelles International Workshop Tools

TM

Developing Your Brand Promise

TM

Core Customer:

Lead Promise:

Lead Promise Promise #2:

Promise #3:

Core Customer Promise #2

Is it Unique?

Four DecisionsTM Workshop Tools

v1.1

October 2011

l

Is it Measurable?

l

Promise #3

Does it fill the right (CORE) Customers’ need (not a want)?

For Use by Certified Coaches Only. ©2011 Verne Harnish, www.gazelles.com

5

Gazelles International Workshop Tools

TM

TM

The BHAG

Core Purpose:

What are you deeply passionate about? Brand Promise:

Profit per X:

BHAGTM What can you be the best in the world at?

Four DecisionsTM Workshop Tools

v1.1

October 2011

For Use by Certified Coaches Only. ©2003 Jim Collins, www.jimcollins.com

What drives your economic engine?

6

Gazelles International Workshop Tools

TM

Quarterly Priorities & Key Performance Indicators

Quarterly Goals I Measurable Goals

KPI Green

KPI Yellow

KPI Red

(the target goal)

(in process or below goal)

(minimum acceptable)

1 2 3 4 5

Quarterly Priorities I Top 5 and “First of Five” 1

2

3

4

5

Four DecisionsTM Workshop Tools

v1.1

October 2011

For Use by Certified Coaches Only. ©2011 Keith Cupp, www.keithcupp.com

7

Gazelles International Workshop Tools

TM

Seven Steps to a “Winning Theme for Your Team”

The following seven-step process is used to develop your quarterly theme so that your organization’s Quarterly Priorities or “Main Thing” comes alive in the organization, resulting in Focus, Energy and Alignment across departments and team members.

Step 1

List the Top 3-5 Quarterly Priorities and/or the “Main Thing.”

Step 2

Describe the Measurable Outcome(s) for a successful quarter.

Step 3

Brainstorm 5 or more candidate Theme names, based on the Top Priority or “Main Thing” for the quarter — be creative, odd, and “out of the box.”

Step 5

 Theme Name and Measurable Outcome(s)  An icon, visual image, song, movie or character to illustrate the Theme  3-5 Modes (ways) to communicate the Theme to all employees  The Theme Reward and Celebration

Step 6 Step 4

Use the final Theme chosen and divide into two sub-teams to brainstorm the following items until you have a selection for each:

Evaluate the candidate Themes based on the following criteria. Use the criteria as guides, not absolute “must haves”:

Choose a leader who will be accountable to develop a Theme Rollout Plan, with all the Theme details, team members and accountabilities.

Theme Team Leader:

 Is the Theme name clearly connected to the Top Priority or “Main Thing”?  Does the Theme name have context in all employees’ minds?  Is the Theme name memorable, fun and/or inspiring?  Does the Theme have an emotional connection?  Can the Theme name be communicated in multiple modes?  Is the Theme in good taste and honorable to all who will see it?  Does the Theme name connect to popular culture or history?

Team Members:

Choose a final Quarterly Theme together as a leadership team.

Step 7

Roll out the Theme at an all-company meeting, with an introduction by the Chief Executive.

Our Quarterly Theme is:

Rollout Date:

Four DecisionsTM Workshop Tools

v1.1

October 2011

For Use by Certified Coaches Only. ©2011 Keith Cupp, www.keithcupp.com

8

Best Education. Best Tools. Best Community. www.GICoaches.com

Notes:

If we can assist you with implementation of the Rockefeller HabitsTM, Annual Planning, or to build a One-Page PlanTM for your business, contact us at [email protected].

Best Education. Best Tools. Best Community. www.GICoaches.com