Ongoing score card to measure What's Working / Needs Work. Metrics to boost productivity and working smartly hard.

1. PRE-EVENT WORKSHEET: Fill in BEFORE & DURING The Conference
Kelli Vrla, CSP Engagement Specialist *Leadership* Change Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
WHAT’S WORKING WHAT NEEDS WORK Rx: OUR Success Strategy_____
Before you arrive on-site jot down things in your work world that are working
and need a little work. Try to prioritize the TOP 3-5 Items. We will revisit your
hottest goal items in our Action Planning Session.
Please bring this chart & full WORKSHEET with you! Thank you! Kelli V.
Copyright Kelli S. Vrla, CSP
On-Going SCORECARD

2. QUICK WINS: SUCCESS ACTION PLANNING WORKSHEET Kelli Vrla, CSP
Kelli Vrla, CSP Engagement Specialist *Leadership* Success Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
PRIORITIZE YOUR CHALLENGES IN YOUR DEBRIEF. TARGET the Hottest Areas
WHAT NEEDS WORK STOP START CONTINUE BENCHMARKS
+ --
"Start where you are. Use what you have. Do what you can." ~ Arthur Ashe
"Success is the sum of small efforts, repeated day-in and day-out." ~ Robert Collier
Copyright ©2022 Engage YOUniversity

3. QUICK WINS: SUCCESS ACTION PLANNING WORKSHEET Kelli Vrla, CSP
Kelli Vrla, CSP Engagement Specialist *Leadership* Success Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
Identify 3 Quick “WINS” for Your Top 3 Items:
Goal 1 :_________________________
1.
2.
3.
1:Anticipated Speed Bumps:
_______________________________
Goal 2: ______________________________
2: Anticipated Speed Bumps: ______________________________
1.
2.
3.
Goal 3:_______________________________
3: Anticipated Speed Bumps:______________________________
1.
2.
3.
Copyright ©2022 Engage YOUniversity

4. QUICK WINS: SUCCESS ACTION PLANNING WORKSHEET Kelli Vrla, CSP
Kelli Vrla, CSP Engagement Specialist *Leadership* Success Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
Examples of Success Management Quick Win Strategies:
• Create a Success Advisory Board (SAB) and begin holding meetings to discuss,
assess and approve Success Initiatives. The SAB should have permanent members
• Assess scope of the team’s readiness for the initiatives
• Develop a Communication Plan to build awareness
• Conduct a Success Management Survey (Dare everyone to Disrupt/Improve)
• Define “QUICK WINS” * Define Reinforcements
• Plan Success Management Training * Measure Indicators
• Define and communicate criteria for standard pre-approved Success Initiatives
• Approve standard pre-approved changes
• Create a risk model (set of questions) that will help determine the risk and
impact of a Success Initiative
• Develop criteria for defining low, medium and high risks. (informal SWOT analysis)
• Define the criteria for emergency AUDIBLES / EXCEPTIONS
Copyright ©2022 Engage YOUniversity

5. QUICK WINS: SUCCESS ACTION PLANNING WORKSHEET Kelli Vrla, CSP
Kelli Vrla, CSP Engagement Specialist *Leadership* Success Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
• Define a process for handling emergency CHANGES as they occur
• Appoint 1 or more Success Managers who have the authority to assess and
approve low risk enhancements
• Make a preliminary list of 911, 611, and 311 items:
911: MUST have management approval, urgent matters (License to
interrupt manager immediately)
611: EQUIP team members with FAQ-type OPTIONS they can access
at all times (even when managers are unavailable)
311: IMPORTANT, yet can email/vmail for future follow up
• Create and share a Success Calendar that shows the upcoming
changes/goals; POST in a highly-visible place for your TEAM.
• Begin conducting Post Implementation Reviews to identify
improvements, fine tune, keep or purge tasks as needed.
Copyright ©2022 Engage YOUniversity

6. QUICK WINS: SUCCESS ACTION PLANNING WORKSHEET Kelli Vrla, CSP
Kelli Vrla, CSP Engagement Specialist *Leadership* Success Mastery* Team Building* Job Ownership*
Kelli@KelliV.com www.KelliV.com
• CELEBRATE & ACCELERATE
Your Successes with your TEAM
• USE QUICK WINS to motivate and reinforce
momentum and accomplishments.
Set your Success Management Strategy Session on Your Calendar: ________________
(Example: Every Monday at ___a.m. I will assess our Success Chart status)
Think of it as necessary as flossing---Speaker Zig Ziglar once asked his dentist “Which teeth should I floss?”
The Doc replied, “Which ones do you want to keep?”
If you can MEASURE it, you can MANAGE it!
All of your goal tasks must be entered as appointments on your calendar (rather than as To-Do List items)
Looking ahead to determine ROI (Return on Initiatives)
How will I determine our INITIATIVES have been successful?
1 year from now:______________________________ 2 years:____________________________
5 years: _______________________________________
Copyright ©2022 Engage YOUniversity