Lead With Purpose author Marc Koehler on the critical steps for smoothly transitioning your team and top leaders from Q3 to Q4.

1. Blake Canedy
Session 1
9/17/15
WIN THE FINAL LEG
Finish 2015 Strong With a Winning Q4
Presented by:
Marc Koehler
President, Lead With Purpose E3 Learning Series

2. 2
YOUR BIGGEST CHALLENGE
WITH ONE QUARTER LEFT?

3. If You Want to Go Fast,
Go Alone.
If You Want to Go Far,
Go together.
African Proverb

4. 4

5. 5
ENGAGEMENT

6. Leadership / Inspiring Story / Engage Management / Shorter Term Goals / Empower

7. 7
FINISHING 2015 STRONG
E3 Learning Series

8. WINNING Q4 TRANSITION
1) PREPARATION
2) Q3/Q4 TRANSITION MEETING
3) ROLL-OUT TO COMPANY

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PREPARATION - SHARED Q4 VISION

10. TRANSFORM YOUR TEAM to 12/31/15

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DEC 201531

12. 1/1/15
GOAL
$16M REV
GOAL
$12M REV
GOAL
$8M REV
GOAL
$4M REV
Actual
$3M REV
Actual
$7M REV
Actual
$10M REV
Q4 Goal
$??M REV
12/31/15

13. 12/31/15 Vision
9/30/15
Current Status

14. DEPARTMENT TEAM MEETINGS
 EVALUATE Q3 GOALS (Completed, Moved, Deleted)
 SHARE STORIES
 SET Q4 SMART GOALS (Prioritized 3-5 total)

15. EVALUATE Q3

16. SHARING STORIES

17. SET Q4 GOALS

18. PREPARATION SUMMARY
1) CREATE 12/31/15 SHARED VISION
Everyone Update Goal Status
Gather Leadership Team (5-30 mins)
Set Departmental and Transition Meeting expectations
2) DEPARTMENTAL TEAM MEETINGS
Evaluate Q3 Goals (Completed, Moved, Deleted)
Best Q3 Stories
Q4 SMART Goals (Prioritized 3-5 total)

19. CHECK-IN WITH YOU

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BIGGEST TAKEAWAY

21. WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.)
 Story Telling
 SWOT Review
 2015 Annual Goals Review
 Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time)
 Shared Q4 Vision Meeting
 Department Team Meetings
 Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (45 mins)

22. TRANSITION MEETING
AGENDA
 Story Telling (20 mins)
 SWOT Review (15 mins)
 2015 Annual Goals (15 mins)
 Q3 Review / Q4 Goals (15 min/person)

23. ONCE UPON A TIME….

24. BRAIN ON DATA

25. BRAIN ON STORIES

26. CREATING YOUR OWN STORIES

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30. STORYTELLING (20 MINS)
Who What Exhibited?
Recognized
By
X-Engage
Bill
(Engineer)
Delivered project 2
weeks early.
Worked late on his
own.
Strive for
Excellence
Susan
(VP Engineering)
Lisa
(VP of Marketing)
Frank
(Cust. Serv. Rep)
Great Feedback
from #1
customer
Listen
Julie
(CS Manager)
Scott
(VP Operations)

31. SWOT REVIEW (15 MINS)
Ask Questions
- Are these still relevant?
- Any changes in priority?
- Anything need to be added? Deleted?
- Add any goals based upon the SWOT?

32. 2015 ANNUAL GOALS (15 MINS)

33. Q3/Q4 GOALS (15 MINS/person)
Q3
Accomplishments
Q4
Goals

34. RECOMMEND 3 GOALS PER DEPARTMENT

35. WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.)
 Story Telling
 SWOT Review
 2015 Annual Goals Review
 Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time)
 Shared Q4 Vision Meeting
 Department Team Meetings
 Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (30 mins)

36. ROLL-OUT Q4 PLAN

37. CHECK-IN WITH YOU

38. 38
BIGGEST TAKEAWAY

39. WINNING Q4 ROADMAP
2) Q3/Q4 TRANSITION MEETING (~ 2 hrs.)
 Story Telling
 SWOT Review
 2015 Annual Goals Review
 Q3 Review / Share Q4 Goals
1) PREPARATION (Set Date & Time)
 Shared Q4 Vision Meeting
 Department Team Meetings
 Expectations and Agenda
1 WEEK IN BETWEEN
WITHIN 1 WEEK
3) ROLL-OUT PLAN (30 mins)

40. BLUEPRINT (Amazon and Barnes & Noble)

41. COACHING & 2016 PLANNING WORKSHOPS
 Friday, Nov. 20th
 Friday Dec. 4th/11th
 Thursday Dec. 17th
 Friday January 8th/5th/22nd
marc@LeadWithPurpose.com

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WHAT’S MOST VALUABLE FOR YOU?

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FINISHING 2015 STRONG
E3 Learning Series
#1 - Shared Vision/Team Involved
#2 - Q3/Q4 Transition Meeting
#3 – Roll Out to Entire Company
marc@LeadWithPurpose.com