Developing Performance Based Organization

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Developing a performance based organization is more than money.

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  • You have made a good Organization decision to attend today’s 4-hour session Before we get into the actual workshop, I want to share some information about the myself and this process
  • What do I want from my Organization? How do I get it? The day-to-day responsibilities of running your own Organization leave little time to focus on long-term vision, goals, and strategies. Find time in your schedule to spend it with Listening to Your Organization, a half-day workshop from FastTrac. Created for entrepreneurs just like you, Listening to Your Organization makes the most of the knowledge you have about your Organization—and the limited time you have to make it better.
  • In today’s workshop you will learn more about your Organization by looking at four separate steps: Your 3-year vision for your organization The life cycles of Organizationes and transitions The Planning tools and competencies needed to move your company to the next level. Transition tactics- those vehicles that will benchmark the move from one organizational level to another.
  • Complete the marketing piece Break participants into to groups
  • However, before we get into the actual workshop, its time to meet each of you. Please take the 1-minute marketing form and complete it. You will have about 3-minutes
  • Take a look at the bottom of page 7 for a preview of some of the questions you’ll be asking yourself today. Ask a volunteer to read the questions at the bottom of page 7 Are you ready to begin answering these Organization improvement questions? Turn to page 9
  • In The E-Myth Revisited, Michael Gerber says that as board members most of us lead such busy lives working IN our organizations that we don’t take time to work ON our Organizations. Today you have given yourself the gift of time to work ON your Organization. You are allowing yourself the time to realize that running and maintaining a successful Organization has some of the same characteristics as having and maintaining a successful relationship with a meaningful person
  • Successful entrepreneurs know that observation of and listening to their Organizationes are important skills When entrepreneurs combine listening and observation with visioning and dreaming, amazing things can happen
  • PAGE 11 10-minutes PAGES 12-13 10-MINUTES Break participants into groups of 3 and have them share their dreams with each other Each person has 1-minutes to share Each group selects one person to provide feedback from groups Conclude with: Now that you have looked at what you’d like your Organization to be, let’s look as what it is. Turn to page 14.
  • 25-minutes Shake off the world of visioning and take on the world of reality Its time to listen to your Organization. It’s time to imagine yourself entering their comjpanies today as if they have never been there before. Imagine yourself as an informed auditor who is making an objective review. What is the Organization saying to you today. 7-minutes Follow along with me- read instructions at the top of page 14 Be brutally frank with yourself as you listen to your Organization. Take about 7 minutes to make notes on page3 14 objectively reviewing your company as it now stands
  • 5-minutes Complete page 15 Break into groups of 2, share with each other the gaps between their current Organization and their 3-year visions. Coach each other as they complete Section B on page 15 Conclude this activity: When planning change, it always helps to know about the various stages of the Organization life cycle. Identifying where your Organization is in this life cycle will help you know how to go about realizing your 3-year vision. Let’s take a 15-minute break and they we’ll begin a fun, group learning activity around Organization life cycles.
  • 3-minutes
  • Developing Performance Based Organization

    1. 1. Developing Performance Based Organization Geneva Analytics, LLC Plan, Launch, Build Business Workshop®
    2. 2. Welcome About the Process The workshop is designed to enable participants to evaluate the current status of their group or organization, its capacity, expertise and set goals that will take it to the next level. Geneva Analytics, LLC
    3. 3. The 4-Step Process Geneva Analytics, LLC Step 1: 3-Year Vision Step 2: Organization Life Cycle & Transitions Step 3: Planning Tools & Competencies Step 4: Transition Tactics HERE YOU ARE HERE IS WHERE YOU WANT TO BE
    4. 4. What Will You Do Today? <ul><li>In this workshop you will have the opportunity to: </li></ul><ul><ul><li>Identify your 3-year vision </li></ul></ul><ul><ul><li>Determine what transitions steps must be taken </li></ul></ul><ul><ul><li>Prioritize the transition steps </li></ul></ul><ul><ul><li>Develop a transition plan </li></ul></ul>Geneva Analytics, LLC
    5. 5. <ul><li>Your 1-Minute Marketing Statement should include: </li></ul><ul><ul><li>A Greeting </li></ul></ul><ul><ul><li>Your Name </li></ul></ul><ul><ul><li>Your Organization </li></ul></ul><ul><ul><li>A catch statement about what the organization does </li></ul></ul>First, Introducing Your Organization : 1-Minute Marketing Geneva Analytics, LLC
    6. 6. Major Questions Successful Organizations Should Consider <ul><li>Where do I want the organization to be in 3-years? </li></ul><ul><li>Where is my organization today? </li></ul><ul><li>What stage is organization in? </li></ul><ul><li>In what stage would I like my organization to be 3- years from now? </li></ul><ul><li>What transitions will need to be made? </li></ul><ul><li>How do I get my organization from today to my 3-year vision? </li></ul>Geneva Analytics, LLC
    7. 7. Step 1: Your 3-Year Vision “ Begin with the end in mind.” Dr. Steven Covey The Seven Habits of Highly Effective People Geneva Analytics, LLC
    8. 8. What is Vision? “ Vision is the art of seeing what is invisible to others.” - Jonathan Swift Geneva Analytics, LLC
    9. 9. Your 3-Year Vision <ul><li>3-Year Vision </li></ul><ul><ul><li>Transition Today </li></ul></ul>Geneva Analytics, LLC
    10. 10. Your 3-Year Vision <ul><li>Greater control over your organization </li></ul><ul><li>More streamlined organizational processes </li></ul><ul><li>Tools to analyze your organization </li></ul><ul><li>An understanding of the importance of planning </li></ul>Geneva Analytics, LLC
    11. 11. Your 3-Year Vision <ul><li>Help lessen the risks </li></ul><ul><li>Provide the structure for developing transition tactics </li></ul><ul><li>Give you valuable assessment tools </li></ul><ul><li>Improve your understanding of what it takes to grow </li></ul>Geneva Analytics, LLC
    12. 12. What Makes Up Your Vision? My Organization The Staff The Management Team Myself The Members The Vendors My Friends & Family Geneva Analytics, LLC
    13. 13. A Board should work ON the organization, not just IN the organization. Take Charge of Your Organization Geneva Analytics, LLC
    14. 14. The Goals <ul><li>Listen to your organization </li></ul><ul><li>Maintain the relationship daily </li></ul><ul><li>Constantly educate yourself </li></ul>Geneva Analytics, LLC
    15. 15. “ If you can dream it, you can do it.” - Walt Disney Take Charge of Your Organization Geneva Analytics, LLC
    16. 16. Drilling Down-More Detail <ul><li>Financial </li></ul><ul><li>Personnel </li></ul><ul><li>Work Load </li></ul><ul><li>Growth </li></ul><ul><li>Risks </li></ul><ul><li>Exit Strategy </li></ul>Geneva Analytics, LLC <ul><li>Location </li></ul><ul><li>Facilities </li></ul><ul><li>Equipment </li></ul><ul><li>Computer Technology </li></ul><ul><li>Products </li></ul><ul><li>Services </li></ul><ul><li>Market </li></ul>
    17. 17. Evaluation Tool #1 Where will my organization be in three years? <ul><li>My 3-Year Vision </li></ul><ul><li>Capture your thoughts on the worksheet </li></ul><ul><ul><li>Don’t judgemental </li></ul></ul><ul><ul><li>Avoid saying, “ We have tried that and it won’t work” </li></ul></ul>Geneva Analytics, LLC
    18. 18. What Will It Look Like? Geneva Analytics, LLC Scope & Size What do you see as the organizations most effective size? What are the 3-5 priority goals that the organization will address? How big (members, etc) will the organization need to be to reach the priority goals? Revenue How much money will it take to effectively run the organization? Where will it come from? Is the revenue source sustainable? Resources & Staffing What other resources will the organization need to prosper and grow? Describe the type, level and qualities that staff will need? Market Share What are the primary markets that the organization will serve? Where are they? What is the most effective way to reach and capture market share?
    19. 19. <ul><li>Where is the Organization Today? </li></ul><ul><li>Record the reality </li></ul><ul><ul><li>What’s good? </li></ul></ul><ul><ul><li>What’s not? </li></ul></ul><ul><ul><li>Don’t make excuses! </li></ul></ul>Evaluation Tool #2 Where is the organization today? Geneva Analytics, LLC
    20. 20. <ul><li>Vision Gaps </li></ul><ul><li>What are the gaps between your 3-year vision and your organization today? </li></ul><ul><li>What will it take to change reality into your dream? </li></ul>Evaluation Tool #3 Where you want to be vs. where you are Geneva Analytics, LLC
    21. 21. Take a 15-minute S-T-R-E-T-C-H break! Geneva Analytics, LLC
    22. 22. Step 2- Organization Life Cycle Geneva Analytics, LLC Organizational Life Cycle
    23. 23. Organization Life Cycle Group Activity <ul><li>Your Group Will: </li></ul><ul><ul><li>Study one of the 5 stages </li></ul></ul><ul><ul><li>Prepare a creative, informative </li></ul></ul><ul><ul><li>2-minuite presentation </li></ul></ul><ul><ul><li>Teach it back to the other groups </li></ul></ul>Geneva Analytics, LLC
    24. 24. Evaluation Tool #4 <ul><li>Where are we in the </li></ul><ul><li>organization life </li></ul><ul><li>cycle? </li></ul><ul><li>What stage is my organization in today? </li></ul><ul><li>What stage do I want my organization to be in three years from now? </li></ul>Geneva Analytics, LLC Organizational Life Cycle
    25. 25. Assessment Tool #5 <ul><li>Organizational life cycle </li></ul><ul><li>challenges and transitions </li></ul><ul><li>Organizational challenges </li></ul><ul><li>Personal challenges </li></ul><ul><li>Management challenges </li></ul>Geneva Analytics, LLC
    26. 26. Organizational Challenges Challenges and Transitions In what stage is your organization today? Using your 3-year vision, what stage would you like your organization to be in 3-years from today? <ul><li>Major Challenges: </li></ul><ul><li>What are the major challenges facing your Organization in its current stage of growth? </li></ul><ul><li>What are the challenges your Organization will face in the desired stage of growth 3-years from today? </li></ul><ul><li>What personal changes in your style and role as leader will you have to make to transition to your 3-year vision? </li></ul><ul><li>How will the organization’s management team assist you with this transition? </li></ul>Geneva Analytics, LLC
    27. 27. Evaluation 3 Planning Tools & Competencies “ Those organizations that don’t plan for the future, won’t have one.” Anonymous Geneva Analytics, LLC
    28. 28. In Step 3, You Will... <ul><li>Identify organizational planning elements that need to be developed or improved </li></ul><ul><li>Select the planning tools needed for analysis, communication, strategic direction, and control </li></ul><ul><li>Rate your personal and organizational competencies </li></ul><ul><li>Planning is the key to reducing risk and </li></ul><ul><li>uncertainty and to achieving success </li></ul>Geneva Analytics, LLC
    29. 29. Tools for Planning Success Geneva Analytics, LLC
    30. 30. Planning Tools Group Activity (Part A) <ul><li>Individually you will: </li></ul><ul><li>Be assigned a type of plan. </li></ul><ul><li>Read the information about that plan. </li></ul><ul><li>Teach it back to your group. </li></ul>Geneva Analytics, LLC
    31. 31. Planning Tools Group Activity (Part B) <ul><li>Your group will: </li></ul><ul><li>Discuss the key differences in the plan. </li></ul><ul><li>Record these differences on a flipchart. </li></ul><ul><li>Choose a presenter to share them. </li></ul>Geneva Analytics, LLC
    32. 32. Planning Tools Geneva Analytics, LLC             Vision Growth Establishment Extension Rebooting   Start-up plan                       Business Plan that is continously updated                   Marketing Plan                     Strategic Plan                   Operating Plan               Exit Plan              
    33. 33. Assessment Tool #6 <ul><li>Planning for Organization success </li></ul><ul><li>Rate your own Organization’s planning system </li></ul><ul><li>Create a benchmark for future planning </li></ul>Geneva Analytics, LLC
    34. 34. Assessment Tool #7 <ul><li>Organizational Competencies </li></ul><ul><li>How capable is your current management? </li></ul><ul><ul><li>Senior Staff </li></ul></ul><ul><ul><li>Line Staff </li></ul></ul><ul><li>How competent is your organization? </li></ul>Geneva Analytics, LLC
    35. 35. Step 4: Transition Tactics “ None of the secrets of success will work unless you do” - Fortune Cookie Geneva Analytics, LLC
    36. 36. Transition Tactics <ul><li>Review the work that has been done to summarize where you want your organization to be in 3-years </li></ul><ul><li>Review the work done to summarize the new awareness of where the organization is today </li></ul><ul><li>Create transition tactics outlining goals, deadlines and action steps </li></ul>Geneva Analytics, LLC
    37. 37. Action Step 1 <ul><li>Summary of 3-years from today </li></ul><ul><ul><li>2-Minutes to summarize where you want the organization to be in 3-years </li></ul></ul><ul><ul><li>Limit the summary to 2-3 sentences </li></ul></ul><ul><li>Summary of the current state of the Organization </li></ul><ul><ul><li>2-Minutes to summarize where the organization is today </li></ul></ul><ul><ul><li>Limit the summary to 2-3 sentences </li></ul></ul>Geneva Analytics, LLC
    38. 38. Action Step 2 <ul><li>Transition Tactics </li></ul><ul><ul><li>Develop transition tactics by listing each goal. </li></ul></ul><ul><ul><li>Consider the action steps, cost, deadline and responsible party for each goal. </li></ul></ul>Geneva Analytics, LLC
    39. 39. Action Step 3 <ul><li>Actions, Insights and Resources: </li></ul><ul><li>Actions : </li></ul><ul><ul><li>List 3 critical actions you can accomplish (or at least get started on) immediately </li></ul></ul><ul><li>Insights Discovered : </li></ul><ul><ul><li>Record insights you have gained while spending time working on the organization </li></ul></ul><ul><li>Resources Found : </li></ul><ul><ul><li>Identify resources you have discovered that can assist you in reaching your organizational goals </li></ul></ul>Geneva Analytics, LLC
    40. 40. Congratulations! You have just spent today building a performance based organization Geneva Analytics, LLC

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