During a recent study, a large group of executives and leaders were surveyed to identify the most common roadblocks they face while implementing strategy throughout their organizations. The vast majority of strategists rated their organization as suffering under lackluster performance and producing unsatisfactory results. Many of these challenges fall under the broad category of “operationalizing” strategy – the process of embedding strategy and execution into the day-to-day life and operating rhythm of your organization. The organizations that can successfully operationalize their strategy effectively and execute against it will end up producing the best results.

1. WEBCAST
Demystifying Brilliant Execution:
A System to Operationalize Strategy
Featuring:
Todd Garretson
Founder, Chief Strategist - CircleMakers

2. Meet the Speakers
Todd Garretson is the Founder and Chief Growth Strategist
of CircleMakers, LLC. With over 15 years of experience leading
market share growth initiatives of top consumer brands in Fortune
500 and privately-held business environments, Todd Garretson
advises and helps organizations identify new growth potential, craft
strategy that moves people to action and enhance overall
performance. Having a passion for helping people and organizations
to unlock dormant growth potential, Todd writes and speaks for
audiences in three core areas: leadership, business growth strategy
and personal/professional growth.
Featured Speaker

3. DEMYSTIFYING BRILLIANT EXECUTION: A SYSTEM TO OPERATIONALIZE
STRATEGY
Background
Today’s Big Idea
5 Building Blocks of High-Performing Organizations
A System to Align and Mobilize
6 Must-Have Meetings
Tell-tale Signs That You’ve Made It
Free Gifts
© CIRCLEMAKERS LLC www.circlemakers.co 3

4. CircleMakers™ is a strategy advisory firm that helps organizations
drive stronger performance and growth.
From family-owned businesses, private equity portfolio companies,
to publicly-held businesses, we work with organizations across a
variety of industry and size.
In addition to custom strategy consulting, CircleMakers.co is an on-
line destination and multi-media strategy resource for growth
oriented executives, business owners, CEOs and professionals.
We currently publish content centered in three core areas:
business growth strategy, leadership, and personal/professional
growth.
Learn more at www.circlemakers.co.
© CIRCLEMAKERS LLC www.circlemakers.co 4

5. The Strategic Roadmap™
5
PHASE 1:
Strategic
Discovery
(the who)
PHASE 2:
Strategic
Development
(the way)
PHASE 3:
Strategic
Planning
(the how)
PHASE 4:
Strategic
Implementation
(the alignment)
PHASE 5:
Strategic
Execution
(the action)
1. Understanding
the Customers
1. Insights into
Opportunities
2. Understanding
the Business
3. Transform Findings
into Insights
2. Frame Growth
Opportunities
3. Craft your
Strategy
© CIRCLEMAKERS LLC
1. Calibrate
Strategy & Culture
2. Identify ‘Must-
Achieve’ Goals
3. Formulate a
Plan of Action
1. Identify KPI’s
and Priorities
2. Evaluate People
and Process
3. Communicate
with Teams
1. Operationalize
Strategy
2. Monitor & Drive
Performance
3. Adapt and
Enhance Strategy
Craft Calibrate Cascade
Strategy Development Strategy ExecutionB R I D G E
1 2
www.circlemakers.co

6. Where The Rubber Meets the Road
6
PHASE 5:
Strategic
Execution
(the action)
© CIRCLEMAKERS LLC
1. Operationalize
Strategy
2. Monitor & Drive
Performance
3. Adapt and
Enhance Strategy
www.circlemakers.co

7. The Wait is Too Long
7© CIRCLEMAKERS LLC www.circlemakers.co
SILOED
SCATTERED
INDECISIVE
DEFENSIVE
STAGNATION
MANAGING
Outcome
Symptoms

8. © CIRCLEMAKERS LLC www.circlemakers.co 8
SAME PEOPLE + SAME PROCESS = SAME RESULTS
The Strategy Execution Problem (formula)

9. 321
Operationalize
Create More Leaders
High Performing Organizations
4 5
Constantly
Coach
Cross-functionalPerformance
Achievement
System™
Celebrate

10. © CIRCLEMAKERS LLC www.circlemakers.co 10
What does it mean to Operationalize Strategy?
The process of embedding strategy and execution into the day-to-day life and
operating rhythm of the organization.
Strategy Map
‘strategic goals’
KPI Scorecard
‘activities, behaviors & owners’

11. The KPI
Scorecard
11
Metric Description
& Connect to
Strategic Goals
Monthly
Performance
against STD and
STRETCH Goals
Activities and
Accountability
Score On-Track / Off-
Track
(‘Critical Care’)
© CIRCLEMAKERS LLC

12. © CIRCLEMAKERS LLC 12
Performance Achievement System™
ORGANIZATION
New Insights
New Strategy
New Structure
Annual Activity
Strategic Goals,
KPI Metrics,
Metric Trees
(Organization)
Team KPIs and
Goals
Individual KPIs
and Goals
Rewards,
Recognition and
Incentives
Monthly
Activity
ExLT KPI Sessions
EDGE Monthly
Achiever
Recognition
[EDGE]
Weekly
Critical Care
Cross-functional
Work Sessions
Weekly Team
Check-ins
60-90 Day
Activity
ExLT KPI +
Strategy Review
Session
Individual
Coaching Sessions
[ICS]
Semi-Annual
Activity
6-Month Team
Development
Plans [TDP]
45-Day
Achievement
Improvement
Plan [AIP]
ExLT Talent
Review (Linchpin
+ HighPot)
Off-site Team-
Building /
Leadership
Retreat
8 Mobilizers
6 Conversations Meetings
www.circlemakers.co

13. 2 Critical Conversations
13
KPI Gap (monthly) ICS (60-90 days)
© CIRCLEMAKERS LLC www.circlemakers.co

14. Big Differences
14© CIRCLEMAKERS LLC www.circlemakers.co
Before After
SILOED COLLABORATIVE
SCATTERED FOCUSED
INDECISIVE CONFIDENT
DEFENSIVE VULNERABLE
STAGNATION GROWTH
MANAGING COACHING

15. © CIRCLEMAKERS LLC www.circlemakers.co 15
SAME PEOPLE + SAME PROCESS = SAME RESULTS
The Strategy Execution Problem (formula)

16. © CIRCLEMAKERS LLC www.circlemakers.co 16
BETTER PEOPLE + BETTER PROCESS = BETTER RESULTS
If Only You Weren’t Afraid of Change

17. © CIRCLEMAKERS LLC www.circlemakers.co 17
Free gifts….

18. Services Portfolio
© CIRCLEMAKERS LLC www.circlemakers.co 18
todd@circlemakers.co

19. Solving the Challenges of
Strategy Execution

20. 20Proprietary and Confidential
Lack of Strategy Execution is Very Costly
 $30B was spent on
strategy consulting in
2016
 70-90% of strategies fail
to deliver
 Resulting in $25B a year
in waste
Human Capital Leadership Institute
Why is Strategy Execution So Hard?
L. Mellon

21. Proprietary & Confidential
Execution
Alignment
Accountability
Visibility
Collaboration
Current Tools Don’t Enable Drivers
21

22. COLLABORATION
ACCOUNTABILITY

23. 23
Facilitates Collaboration
THE WHAT FOR WHO
Contributors
Plan Builders
Results Reporters
Resource Decision Makers
Drives Alignment
Creates Visibility
Fosters Accountability
Facilitates Collaboration
HOW
See it live: www.achieveit.com/demo

24. Q&A // Thank You
Todd Garretson, Founder & Chief Growth Strategist
CircleMakers
(404) 781-9003
todd@circlemakers.co
www.circlemakers.co
@circlemakersco (Twitter)
Pia Adolphsen, Product Marketing Manager
AchieveIt
(800) 535-1559
padolphsen@achieveit.com
www.achieveit.com
@goachieveit (Twitter)
See the Execution Insight Platform live: www.achieveit.com/demo