The document discusses a webcast led by Todd Garretson, founder of Circlemakers, focusing on enhancing strategy execution in 2017. Key elements include a strategic roadmap, phases of strategy development, and practical steps for fostering leadership and results-driven cultures within organizations. It emphasizes the importance of aligning strategy with action to achieve growth and performance improvement across various business sectors.

1. WEBCAST
3 Practical Ways to Boost Strategy
Execution in 2017
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. 3 PRACTICAL WAYS TO BOOST STRATEGY EXECUTION IN 2017
Background
Today’s Big Idea
A Strategic Roadmap
3 Practical Steps
Free Gifts
An Opportunity
3/1/2017 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.
3/1/2017 www.circlemakers.co 4

5. Growth-Driven
Serve
existing
customer
andmarkets
Use existing products
and assets
Add incremental
products and assets
Develop new products
and assets
Enteradjacent
mkts,serve
adjacent
customers
Createnew
markets,target
newcustomer
needs
MAXIMIZE
CORE
EXPAND TO
ADJACENT
REINVENT &
TRANSFORM
6 Primary Service
Pillars To Help
Organizations Drive
New Growth
3/1/2017 www.circlemakers.co 5

6. Services Portfolio
3/1/2017 www.circlemakers.co 6

7. They’re insight-led
They take a structured approach to managing growth initiatives
They innovate and mobilize quickly
3/1/2017 7
Growth Organizations
Today’s
Big
Idea

8. The Strategic Roadmap
8
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
3/1/2017
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

9. 3/1/2017 www.circlemakers.co 9
“The development of strategy, structure, culture, and systems are
important. However, the core of the matter is always about
changing the behavior of people.”
John Kotter, The Heart of Change

10. BECOME THE KIND
OF LEADER THAT
PEOPLE WOULD
FOLLOW
VOLUNTARILY
EVEN IF YOU HAD
NO TITLE OR
POSITION
3 Practical Steps
Create
More Leaders
Clarity
In Direction
Drive
For Results
3
2
1

11. BECOME THE KIND
OF LEADER THAT
PEOPLE WOULD
FOLLOW
VOLUNTARILY
EVEN IF YOU HAD
NO TITLE OR
POSITION
Clarity In Direction
Clarity
In Direction1

12. Your Strategy = Communicating Choices
12
Total Home (US MKT)
$188 bln / ~4% annual growth rate [retail dollars]
Total Market Size (US MKT)
$5.9 bln / ~4% annual growth rate [retail dollars]
79% Area
21%
Accent
Fastest Growing Segments
DTC / Ecommerce:
4.3%
Stores: 4.0%
3/1/2017
NEXT
Lodging (hospitality)+ Retail: ~$955m (4.5%
CAGR)
5-year Market Share: 23% ($220m)
5-year Growth = $220m
NOW
2017 - 2019 2020 - 2022
Offices + Educ/Instit: ~$1.16b (4.5%
CAGR)
5-year Market Share: 10% ($116m)
5-year Growth = $116m
How To Win:
1. Drive awareness to core value
proposition;
2. Add ‘feet on the street’ in key
markets (hospitality / multi-
family);
3. Increase share / presence in
retail via acquisition
How To Win:
1. Extend value proposition to
services and collections;
2. Acquire into segments via
contractor and / or
manufacturer
Who | Where | How

13. 3/1/2017 13
The Strategy One-Pager
Why you exist
By 2022, deliver $200M in new growth by
a combined market share of 9%
The change you seek to create in
the world
PURPOSE
VISION
AMBITION
Growth
Increase overall sales
by $10m by ‘y’
Profit
Increase net income from
5% to 7% by ‘z’
Solidify
Core
MASS RETAIL
PRIVATE LABEL
CATALOG
Grow
Bigger
RETAIL
ECOMMERCEInnovation
Increase market share
to 10% and 15% by ‘y’
Supply Chain
Target acquisition to expand
to ‘x’ by ‘y’
Incubate for
Future
Growth
NEW BUSINESS MODEL
WHERETOPLAY
BUILD A BRAND-LED BUSINESS STRENGTHEN EXECUTION IN
SALES
DEVELOP OUR PEOPLE FOR
GROWTH
ENHANCE OUR INFRASTRUCTURE
World-class insight, design, and
buying experience
Drive increased branded market
share with customers and
consumers
Develop our sales strategy and
structure to grow bigger
Enhance customer relationships
and deepen brand loyalty
Build a performance culture to
align with and deliver on strategy
Strengthen our talent pool and
leadership capabilities
Implement new technology and
expanded facility for growth
Collaborate with suppliers to
meet sourcing and product
standards
STRATEGICGOALSWINNINGPILLARS

14. 143/1/2017
Bring Black-and-White to Life

15. BECOME THE KIND
OF LEADER THAT
PEOPLE WOULD
FOLLOW
VOLUNTARILY
EVEN IF YOU HAD
NO TITLE OR
POSITION
Drive For Results
Drive
For Results2

16. 3/1/2017 www.circlemakers.co 16
Monthly KPI-Gap Meetings

17. TheKPIScorecard
17
Reframingperformancemanagementachievement
Metric Description
& Connect to Strategic
Goals
Monthly Performance
against STD and
STRETCH Goals
Activities and
Accountability
Score On-Track / Off-
Track
Performance Achievement Cultures
• Performance-to-Goal
• Coaching and Training
• Specific Activities and Behaviors
(EDGE)
• Rewards and Recognition
• Rally Around Critical Care

18. BECOME THE KIND
OF LEADER THAT
PEOPLE WOULD
FOLLOW
VOLUNTARILY
EVEN IF YOU HAD
NO TITLE OR
POSITION
Create More Leaders
Create
More Leaders
3

19. 3/1/2017 19
Review
Talent
Identify
Potential
Expansion of Mid-Level
Performers
New Leaders
Develop & Coach
The Leadership Pipeline

20. Attitude/Talents
Performance
Average
Average
Exceptional
Below Average
Below Average Exceptional
The Talent Review
AB
CD
High-PotentialSome Potential
Job Change Needs Coaching
High Potential
1. Stephanie
2. Michael
3. Molly
4. Kelly
5. Clarissa
6. Tim
7. Kevin
8. Heather
9. Lauren
10.Ben

21. 3/1/2017
21
Linchpin Positions & High Potentials
List 1: Linchpin Positions List 2: High Potential
1. Purchasing / Inventory
2. DC Manager
3. Regional Sales Managers
4. Accounts Receivable Manager
5. Human Resources Manager
6. IT Manager (Back-End)
7. Digital Specialist (Front-End)
8. Customer Service Manager
9. Product Specialist
10.Finance Planner
1. Stephanie
2. Michael
3. Molly
4. Kelly
5. Clarissa
6. Tim
7. Kevin
8. Heather
9. Lauren
10.Ben

22. Create
More Leaders
Clarity
In Direction
Drive
For Results
321
Execute Brilliantly in 2017!
Annual: Develop/Refine
QTR: Company Review
Monthly: Team Review
Monthly: Team / Company
Review
Weekly: Team / Individual
Review
Monthly: Team
Semi-Annual: Company Review
Weekly: Individual
Coaching

23. Executive / Company Blackout Days
1st Trimester
JANUARY
• Finalize 2017 KPI Scorecard:
1.6
• Company Strategy
Communication Event
FEBRUARY
• KPI Scorecard Review
Meeting (Jan): 2.3
MARCH
• Finalize 2017 Development/
Training: 3.3
• Leadership/Key Mgmt
/Sales
• KPI Scorecard Review
Meeting (Feb): 3.8
APRIL - (off-site)
• KPI Scorecard Review
Meeting (Mar): 4.7
• Strategy Review Meeting
(Q1): 4.7
• Company Talent Review:
4.14
JANUARY
S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31
FEBRUARY
S M T W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28
MARCH
S M T W T F S
1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31
APRIL
S M T W T F S
1
2 3 4 5 6 7 8
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29
30
3/1/2017 23

24. 3/1/2017 www.circlemakers.co 24
Free Gifts….

25. 3/1/2017 www.circlemakers.co 25
Virtual Strategy
Coaching Package
• 3, 60 minute
coaching sessions
(monthly)
Virtual Strategy
Coaching Package
• 5, 2-hour coaching
sessions (monthly)
On-Site Strategy
Advisory Package
• 4, half-day on-site
work sessions
(monthly)
Strategy Coaching Packages
Email: todd@circlemakers.co

26. Solving the Challenges of
Strategy Execution

29. 29
Imagine a world…
Proprietary & Confidential
Contributors
Really, really easy
Strategy Professionals
Transform from data collectors
to empowered strategists
Executive Team
Real-time access to
accurate, quantitative data
with qualitative insights

30. Everyone understands what we’re doing, why we’re
doing it, and how we’re going to get it done.“ ”
Regina McNeil
SVP, MARKET ANALYTICS & STRATEGIC PLANNING

31. 33
See it live:
Schedule your demo
at
www.achieveit.com.

32. Q&A

33. 35
Thank You & Contact Info
Todd Garretson, Founder and 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)