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Professional Management
               Presentation
                            Frank J. LaRosa, PHR
                             LII Consulting, LLC
                                859-750-8434

Copyright LII Consulting, LLC                      1
“If you always do what you always did, you’ll always get
  what you always got”




  Copyright LII Consulting, LLC                            2
Successful Companies
What do all successful companies have in
common?
      Professional Management Philosophy and Processes
      What are professional management processes?
            Leader (i.e., CEO) who provides direction and embraces a
            professional management philosophy and culture
            Plans and Processes to monitor progress
            Organization Structure with the right quality and quantity
            of people to execute the plan
            A Performance Management process that ensures
            alignment, commitment, and results
Copyright LII Consulting, LLC
Professional Management
                  “Interactive Loop”

                                                  •Direction
                                    CEO           •Culture




•Strategic                                                            •Structure
•Operational                                                          •Qualifications
•Divisional             Plan                       HR                 •Quantity
•Functional


                                                •What’s the work to be done? – Position
                                  Performance   Description
                                  Management    •How well is it to be done? – Performance
                                                Expectations
                                                •How well is it being done? – Progress Review
                                                •How can it be done better? – Improvement Plans

  Copyright LII Consulting, LLC                                                           4
Professional Management Objectives
 Achieve Company Objectives and Goals
 through effective organizational alignment
 Processes:
       Plan – What, who, when, where, how
       Human Resources – Structure, quality, quantity
       Performance Management – Who specifically
       will do what and when



 Copyright LII Consulting, LLC                          5
Professional Management
                  Implementation
Step 1 - Leadership Team – Critical first step
Step 2 - Strategic Plan/Operating Plan
Step 3 – Define the culture – Company Vision,
mission, values – must live it
Step 4 – Align the management
Step 5 – Human Resources Strategy
Step 6 – Execute
Step 7 – Monitor

Copyright LII Consulting, LLC                    6
Step 1 - Leadership Team
Assemble leaders around the table that clearly
understand and buy-in to the philosophies of
the CEO
All leaders must perpetuate the company
philosophies and culture
No room for “collecting managers”
Don’t perpetuate the past – that did not work
Leadership team must Walk the Talk
Copyright LII Consulting, LLC                    7
Step 2 – Strategic Plan
The new team must establish the strategic
direction for the company
Decisions should be made fast and swift
Speed is of the essence
Must send a strong message that change is
happening
Plans must be specific, measurable, attainable,
realistic, timely (SMART)
Copyright LII Consulting, LLC                     8
Step 3 - Define the Culture
Vision
Mission
Values
      Relationships
      Employees
      Satisfied Stakeholders
      Urgency, simplicity, flexibility
      Leadership
      Teamwork
      Sharing of Information
EXPECT RESULTS

Copyright LII Consulting, LLC            9
3.A Identify Leadership Values
      Accessibility
      Approachability
      Goal Setting
      Accountability
      Intellectual Maturity
      Emotional Stability
      Consultative Supervision
      Courage
      Decision Making
      Consistency
      Fairness

Copyright LII Consulting, LLC     10
Step 4 – Align the management
Remove all management who do not or have not
shown alignment with the culture
No room for negotiations
There can only be one culture
Three questions:
      Are you willing to change?
      Are you able to change?
      Will you change?
Any answer of No should be cause for concern and
action

Copyright LII Consulting, LLC                      11
Step 5 - Human Resources Strategy
Organization Planning – Structure and Quality of
people and # of people needed to execute the plan
Communications Pipeline
      Linking Pin
      Employee Meetings
      Intranet, MBWA, etc.
Performance Management Process
      Position Descriptions – What are you asking me to do?
      Performance Expectations – How well should I do it?
      Progress Reviews – How well am I doing?
      Improvement Plans – How can I do it better?

Copyright LII Consulting, LLC                                 12
HR Strategy cont’d
Compensation Program alignment
Position Fulfillment processes
Training and Development programs
Employee Relations Program




Copyright LII Consulting, LLC             13
Step 6 - Execute
Implement Planning process and Monitoring
process
Implement HR processes:
      Communications
      Performance Management
      Compensation
      Position Fulfillment
      Employee Involvement
      Training and Development

Copyright LII Consulting, LLC
Step 7 – Monitor Progress
Plan, do, check, act
Monitor performance expectations regularly and
consistently, with:
      Direct employee involvement
      Employees need to own their own performance and
      report progress
      Management must be involved and actively
      participate in the process
      The process must be tracked and reported on

Copyright LII Consulting, LLC                       15
Performance Management
Professional Management Tool
Interactive, reiterative process
Communications Skill Development Tool
Bottom-up, top down philosophy
Relationship oriented, results driven
Delivers content:
      Position Description
      Performance Expectations
      Progress Review
      Improvement Plan
Delivers numerous other results
Copyright LII Consulting, LLC           16
Communication
Creative Clarification Method - Communications Skill
      Presentation - Organized thought
      Input-Discussion - New ideas
      Two-way Questioning - Probing
      Paraphrasing - Understanding
      Agreement/Acceptance – Commitment
MICA
      Mental
      Images
      Control
      Action


Copyright LII Consulting, LLC                          17
Linking Pin
                                                    Linking Pin                   President & CEO




               Linking Pin                    Sales and Marketing     Financial     Operations      Information Technology   Human Resources
                                                   Executive          Executive     Executive             Executive             Executive



     Linking Pin
                                         AVP                    AVP




Linking Pin                    RVP




          Manager
Linking Pin                   Manager              Manager




         Sales Rep           Sales Rep            Sales Rep




              Copyright LII Consulting, LLC                                                                                             18
Setting Performance Expectations

                                SMART philosophy…
Specific – Quantity, Quality, Cost, Time
Measurable – Must be able to be tracked (e.g.,
system, S/S, journal, etc.)
Attainable – Continuous improvement, not
necessarily stretch
Realistic – must make sense to the business
Timely – must be timely (not too far out)
Copyright LII Consulting, LLC                       19
Summary
Be decisive
Be persistent
Be disciplined
Be patient
Be consistent
Expect to break some glass
Communicate extensively
Walk the talk

Copyright LII Consulting, LLC             20
For more information on how you
     can get help, please call:
      Frank J. LaRosa, PHR
       LII Consulting, LLC
           859-750-8434
                              fjlarosa59@fuse.net
                    http://www.linkedin.com/in/frankjlarosaii



Copyright LII Consulting, LLC                                   21

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Professional Management Overview

  • 1. Professional Management Presentation Frank J. LaRosa, PHR LII Consulting, LLC 859-750-8434 Copyright LII Consulting, LLC 1
  • 2. “If you always do what you always did, you’ll always get what you always got” Copyright LII Consulting, LLC 2
  • 3. Successful Companies What do all successful companies have in common? Professional Management Philosophy and Processes What are professional management processes? Leader (i.e., CEO) who provides direction and embraces a professional management philosophy and culture Plans and Processes to monitor progress Organization Structure with the right quality and quantity of people to execute the plan A Performance Management process that ensures alignment, commitment, and results Copyright LII Consulting, LLC
  • 4. Professional Management “Interactive Loop” •Direction CEO •Culture •Strategic •Structure •Operational •Qualifications •Divisional Plan HR •Quantity •Functional •What’s the work to be done? – Position Performance Description Management •How well is it to be done? – Performance Expectations •How well is it being done? – Progress Review •How can it be done better? – Improvement Plans Copyright LII Consulting, LLC 4
  • 5. Professional Management Objectives Achieve Company Objectives and Goals through effective organizational alignment Processes: Plan – What, who, when, where, how Human Resources – Structure, quality, quantity Performance Management – Who specifically will do what and when Copyright LII Consulting, LLC 5
  • 6. Professional Management Implementation Step 1 - Leadership Team – Critical first step Step 2 - Strategic Plan/Operating Plan Step 3 – Define the culture – Company Vision, mission, values – must live it Step 4 – Align the management Step 5 – Human Resources Strategy Step 6 – Execute Step 7 – Monitor Copyright LII Consulting, LLC 6
  • 7. Step 1 - Leadership Team Assemble leaders around the table that clearly understand and buy-in to the philosophies of the CEO All leaders must perpetuate the company philosophies and culture No room for “collecting managers” Don’t perpetuate the past – that did not work Leadership team must Walk the Talk Copyright LII Consulting, LLC 7
  • 8. Step 2 – Strategic Plan The new team must establish the strategic direction for the company Decisions should be made fast and swift Speed is of the essence Must send a strong message that change is happening Plans must be specific, measurable, attainable, realistic, timely (SMART) Copyright LII Consulting, LLC 8
  • 9. Step 3 - Define the Culture Vision Mission Values Relationships Employees Satisfied Stakeholders Urgency, simplicity, flexibility Leadership Teamwork Sharing of Information EXPECT RESULTS Copyright LII Consulting, LLC 9
  • 10. 3.A Identify Leadership Values Accessibility Approachability Goal Setting Accountability Intellectual Maturity Emotional Stability Consultative Supervision Courage Decision Making Consistency Fairness Copyright LII Consulting, LLC 10
  • 11. Step 4 – Align the management Remove all management who do not or have not shown alignment with the culture No room for negotiations There can only be one culture Three questions: Are you willing to change? Are you able to change? Will you change? Any answer of No should be cause for concern and action Copyright LII Consulting, LLC 11
  • 12. Step 5 - Human Resources Strategy Organization Planning – Structure and Quality of people and # of people needed to execute the plan Communications Pipeline Linking Pin Employee Meetings Intranet, MBWA, etc. Performance Management Process Position Descriptions – What are you asking me to do? Performance Expectations – How well should I do it? Progress Reviews – How well am I doing? Improvement Plans – How can I do it better? Copyright LII Consulting, LLC 12
  • 13. HR Strategy cont’d Compensation Program alignment Position Fulfillment processes Training and Development programs Employee Relations Program Copyright LII Consulting, LLC 13
  • 14. Step 6 - Execute Implement Planning process and Monitoring process Implement HR processes: Communications Performance Management Compensation Position Fulfillment Employee Involvement Training and Development Copyright LII Consulting, LLC
  • 15. Step 7 – Monitor Progress Plan, do, check, act Monitor performance expectations regularly and consistently, with: Direct employee involvement Employees need to own their own performance and report progress Management must be involved and actively participate in the process The process must be tracked and reported on Copyright LII Consulting, LLC 15
  • 16. Performance Management Professional Management Tool Interactive, reiterative process Communications Skill Development Tool Bottom-up, top down philosophy Relationship oriented, results driven Delivers content: Position Description Performance Expectations Progress Review Improvement Plan Delivers numerous other results Copyright LII Consulting, LLC 16
  • 17. Communication Creative Clarification Method - Communications Skill Presentation - Organized thought Input-Discussion - New ideas Two-way Questioning - Probing Paraphrasing - Understanding Agreement/Acceptance – Commitment MICA Mental Images Control Action Copyright LII Consulting, LLC 17
  • 18. Linking Pin Linking Pin President & CEO Linking Pin Sales and Marketing Financial Operations Information Technology Human Resources Executive Executive Executive Executive Executive Linking Pin AVP AVP Linking Pin RVP Manager Linking Pin Manager Manager Sales Rep Sales Rep Sales Rep Copyright LII Consulting, LLC 18
  • 19. Setting Performance Expectations SMART philosophy… Specific – Quantity, Quality, Cost, Time Measurable – Must be able to be tracked (e.g., system, S/S, journal, etc.) Attainable – Continuous improvement, not necessarily stretch Realistic – must make sense to the business Timely – must be timely (not too far out) Copyright LII Consulting, LLC 19
  • 20. Summary Be decisive Be persistent Be disciplined Be patient Be consistent Expect to break some glass Communicate extensively Walk the talk Copyright LII Consulting, LLC 20
  • 21. For more information on how you can get help, please call: Frank J. LaRosa, PHR LII Consulting, LLC 859-750-8434 fjlarosa59@fuse.net http://www.linkedin.com/in/frankjlarosaii Copyright LII Consulting, LLC 21