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STRATEGY ACADEMY
               SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth




     BETTER PLANS • BETTER FOCUS • BETTER DECISIONS • BETTER RESULTS

The STRATEGY ACADEMY is an intensive five month Strategy Execution “workout” for Business Owners,
Entrepreneurs, Start-Ups and Business Leaders who want to accelerate their business growth. You will
exit this fast paced program with a complete 5 year business plan, Strategy for growth and new skills for
flawless Execution.

Your time in the ACADEMY is focused on mastery of our proven Six Disciplines Strategy Execution
methodology. The ACADEMY structure guides leaders step by step in how to formulate informed
competitive strategies for growth. Powerful software, simple routines, peer accountability and expert
coaching support you as you improve your ability to execute with improved leadership & management skill.

STRATEGY ACADEMY Outcomes & Benefits.
 ‣ Get yourself aligned, clear and committed to
   strategically growing the business.
 ‣ Efficient strategic planning, less time planning,
   more time executing.                                     I.                      II.
 ‣ A complete, measurable strategy for growth           STEP BACK,                DECIDE
 ‣ Long range vision & goals with high fidelity          ASSESS &                 WHAT’S
   yearly execution targets and plans.                    LEARN                 IMPORTANT
 ‣ Dashboard desktop ScoreCards,
   Measures & Targets to promote
                                                  VI.                                          III.
   feedback and drive performance.                                STRATEGY
                                              INNOVATE &                                    SET GOALS
 ‣ Learn effective weekly, monthly &         RECOVER WITH         ACADEMY                   THAT LEAD
   quarterly routines that will improve        PURPOSE            Workshops, Software
   your impact.                                                       & Coaching
 ‣ MicroSoft Outlook “plug-in” for
   Defining and Deploying Goals & Monitoring
                                                             V.                     IV.
   Performance.
                                                           WORK                   ALIGN
 ‣ Peer Support & Accountability with fellow                                     PEOPLE &
   participating business leaders.                        THE PLAN
                                                                                PROCESSES
 ‣ Expert workshop facilitation and One-on-One
   Coaching.
 ‣ Templates and tools for Strategic Analysis and
  Business Modeling.

 STRATEGY ACADEMY Program Structure.                    REGISTER NOW!! .
 December 7th 2012 Program Kick-off. Two months of      ‣ $475.00 per month includes; facilitated monthly
 Strategic Analysis & Planning and one quarter (3         Workshops, powerful Software, personal Coaching,
 months) of flawless Execution support.                   Tools & Templates & weekly Webinars and
 ‣ Five (5) Month program. Full day kick-off workshop     “homework” assignments.
   and four (4) half day workshop for four months.      ‣ SAVE NOW: 10% for early registration by 11-16-2012.
 ‣ Weekly Webinars (live/recorded)                      ‣ Prepay for entire program & SAVE an additional 5%
 ‣ Monthly One-on-One Coaching.                         ‣ Add a second leader/business partner @ $165.00 a
 ‣ Windows Laptop with Microsoft Outlook required.        month.
STRATEGY ACADEMY
          SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth




 BETTER PLANS • BETTER FOCUS • BETTER DECISIONS • BETTER RESULTS



STRATEGY ACADEMY PROGRAM OUTLINE.
Pre-Work. Upon registration you will receive an electronic prework packet and welcome
call.


Month 1. Step Back, Assess & Learn.                    I.
                                                                                     II.
                                                                                  DECIDE
‣ One day workshop.                                STEP BACK
                                                                             WHAT’S IMPORTANT
                                                 ASSESS & LEARN
‣ 1 Webinar.                                                                   A. Mission & Values
                                                 A. Review Externals           C. Strategic Position
‣ 1 One-on-one Coaching session.                 B. Review Internals                 D. Vision
                                                  C. Recap SWOT             E. Define Vital Few Goals
                                              D. Review Key Individuals       F. Agree What to Stop
Month 2. Decide What’s Important
& Set Goals that Lead.                 VI.
                                                                                                      III.
‣ Half day workshop with          INNOVATE &
                                RECOVER WITH
                                                                   Six                             SET GOALS
  homework.                        PURPOSE                     Disciplines
                                                              STRATEGY                             THAT LEAD
                                                                                                A. Define Measures
‣ 3 Webinars.                         A. A 3                 Methodology, Peer
                              B. 100-Point Exercise           ACADEMY
                                                             Support, Software &
                                                                                                 B. Define Targets
‣ 1 One-on-one Coaching       D. Quick-ROI Analysis          Workshops, Software                C. Define Initiatives
                                                                 Coaching.                  D. Communicate & Engage
  session.                                                       & Coaching
                                                                                                     the Team
                                                         V.                            IV.
Month 3. Align Systems & Work                          WORK                          ALIGN
                                                      THE PLAN
the Plan.                                                                           SYSTEMS
                                               A. Define Individual Plans   A. Identify Misalignments
‣ Half day workshop with homework.                  (IP’s) Quarterly            B. Align Processes
                                                B. Review IPs Monthly
‣ 2 Webinars.                                    C. Rate IPs Quarterly
                                                                                 C. Align Policies
                                                                                D. Align Measures
‣ 1 One-on-one Coaching session.                 D. Monitor Measures           E. Align Technology


Month 4. Align Systems.
‣ Half day workshop with homework.
‣ 1 Webinar.
‣ 1 One-on-one Coaching session.

Month 5. Innovate & Recover with
Purpose.
‣ Half day workshop with homework.
‣ 1 One-on-one Coaching session.



    Six Disciplines is a business management system designed to
    systematize and streamline planning and execution for increased
                individual and organizational performance.

    “The strategic agenda demands discipline and continuity; its enemies are
                         distraction and compromise.”
                                     ~Michael E. Porter~
STRATEGY ACADEMY
              SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth




MONTH ONE: I. STEP BACK & LEARN by conducting strategic analysis of your customers, markets, competition,
business health and culture.
‣ One day workshop.

- Program Overview. Business              - Assessing your environment &           - Introduction and apply templates &
  Modeling, Participant introductions &     Strategic trends.                        tools for Customer, Market &
  Formation of Learning Teams.                                                       Competitive Analysis.

- Assess Culture and Business Health.     - Develop SWOT (strength,                - Install Six Disciplines (6D) Software
                                            weaknesses, opportunities & threats.     and build your plan for planning.

‣ Webinars

- Software Training: Setting up & using
  goals in 6D. Practical exercises /
  homework.

‣ One-on-One Coaching: Web conference.

- Coaching support on Discipline I.
  • Support comprehensive analysis &
    SWOT position.
  • Support Software proficiency.



               “Discipline is the bridge between goals and accomplishments.”
                                                      ~Jim Rohn~




MONTH TWO: II. DECIDE WHAT’S IMPORTANT & III. SET GOALS THAT LEAD by crafting your Vision,
Mission, Values and Balanced ScoreCard (BSC).
‣ Half day workshop.
- Workshop Overview. Learning             - Purpose, instruction and templates     ‣ Creating your BSC for Business
  Team SWOT review.                         for Mission, Values, Strategic           Growth; 5 year Goals framework,
                                            Position.                                measures, targets and strategic
                                                                                     initiatives.

- Planning next steps for finalizing /
  communicating strategy & setting
  stage for flawless Execution.

‣ Webinars
- Software Training: Creating grade       - Discipline II & III Finalization,      - Execution Protocol: The Weekly
  cards and dashboard metrics               question & answer                        Personal Retreat.

‣ One-on-One Coaching: Web conference.
- Coaching support on Discipline II &
  III.
  • Personal Coaching.



  "Measure is the ability to mesh strategy with reality, align people with goals, and
                            achieve the promised results.“
                                                   ~Larry Bossily~
STRATEGY ACADEMY
              SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth



MONTH THREE: IV ALIGN SYSTEMS by identifying misalignments in process, policies, measures &
technology.
‣ Half day workshop.
- Workshop Overview. Learning            - Assess misalignments. Build         - Introduce critical daily, weekly,
  Team Mission, Values, Strategic          critical goals and tasks into 6D.     monthly & quarterly rhythms for
  Position, Vision & BSC review.                                                 flawless execution.

- Planning next steps for aligning the
  organization and instituting
  execution rhythms.

‣ Webinars
- Execution Protocol: Repurposing        - Software Training: Strategically
  staff meetings, one-on-one “touch-       managing your time, schedule and
  points” and performance,                 actions.
  operational & strategic reviews.

‣ One-on-One Coaching: Web conference.
- Coaching support on Discipline IV.
  • Strategies for determining and
    tackling misalignments.
  • Support Software proficiency.




        “We are what we repeatedly do. Excellence, then, is not an act but a habit.”
                                                     ~Aristotle~




MONTH FOUR: V. WORK THE PLAN by Establishing your Strategy Execution Rhythms to keep yourself,
your team and organization aligned and working with a common focus.
‣ Half day workshop.
- Workshop Overview. Learning            - Purpose and key concepts for        - SixD Software: Strategically
  Team Alignment & Flawless                Working your plan: Big Rocks &        managing your time, schedule and
  Execution Rhythm review.                 Leader Standard Work.                 actions.

- Planning & next steps for Working
  Your Plan.

‣ Webinars
- Execution Protocol: Preparing for
  your Quarterly Strategy Review.

‣ One-on-One Coaching: Web conference.
 •   Execution Support. Holding
     yourself and others accountable


  “All organizations are perfectly designed to get the results they are now getting. If
          we want different results, we must change the way we do things.”
                                                 ~Tom Northup~
STRATEGY ACADEMY
             SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth




MONTH FIVE: VI. INNOVATE & RECOVER WITH PURPOSE by learning tools and skills for creativity and
problem solving.
‣ Half day workshop.
- Workshop Overview. Learning      - Purpose and key concepts for      - Innovation & Recovery tool
  Team Quarterly Strategy Review     Strategy innovation & recovery.     application.
  Sharing & Critique.

- Planning & next steps for        - Program lessons learned and       - Celebration & Academy
  Innovating & Recovering with       impact analysis.                    Certificates
  Purpose.

‣ One-on-One Coaching: Web conference.
 •   Program transitioning and
     sustainment.

      “Excellence is not a destination; it is a continuous journey that never ends.”
                                            ~Brian Tracy~

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Strategy Academy

  • 1. STRATEGY ACADEMY SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth BETTER PLANS • BETTER FOCUS • BETTER DECISIONS • BETTER RESULTS The STRATEGY ACADEMY is an intensive five month Strategy Execution “workout” for Business Owners, Entrepreneurs, Start-Ups and Business Leaders who want to accelerate their business growth. You will exit this fast paced program with a complete 5 year business plan, Strategy for growth and new skills for flawless Execution. Your time in the ACADEMY is focused on mastery of our proven Six Disciplines Strategy Execution methodology. The ACADEMY structure guides leaders step by step in how to formulate informed competitive strategies for growth. Powerful software, simple routines, peer accountability and expert coaching support you as you improve your ability to execute with improved leadership & management skill. STRATEGY ACADEMY Outcomes & Benefits. ‣ Get yourself aligned, clear and committed to strategically growing the business. ‣ Efficient strategic planning, less time planning, more time executing. I. II. ‣ A complete, measurable strategy for growth STEP BACK, DECIDE ‣ Long range vision & goals with high fidelity ASSESS & WHAT’S yearly execution targets and plans. LEARN IMPORTANT ‣ Dashboard desktop ScoreCards, Measures & Targets to promote VI. III. feedback and drive performance. STRATEGY INNOVATE & SET GOALS ‣ Learn effective weekly, monthly & RECOVER WITH ACADEMY THAT LEAD quarterly routines that will improve PURPOSE Workshops, Software your impact. & Coaching ‣ MicroSoft Outlook “plug-in” for Defining and Deploying Goals & Monitoring V. IV. Performance. WORK ALIGN ‣ Peer Support & Accountability with fellow PEOPLE & participating business leaders. THE PLAN PROCESSES ‣ Expert workshop facilitation and One-on-One Coaching. ‣ Templates and tools for Strategic Analysis and Business Modeling. STRATEGY ACADEMY Program Structure. REGISTER NOW!! . December 7th 2012 Program Kick-off. Two months of ‣ $475.00 per month includes; facilitated monthly Strategic Analysis & Planning and one quarter (3 Workshops, powerful Software, personal Coaching, months) of flawless Execution support. Tools & Templates & weekly Webinars and ‣ Five (5) Month program. Full day kick-off workshop “homework” assignments. and four (4) half day workshop for four months. ‣ SAVE NOW: 10% for early registration by 11-16-2012. ‣ Weekly Webinars (live/recorded) ‣ Prepay for entire program & SAVE an additional 5% ‣ Monthly One-on-One Coaching. ‣ Add a second leader/business partner @ $165.00 a ‣ Windows Laptop with Microsoft Outlook required. month.
  • 2. STRATEGY ACADEMY SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth BETTER PLANS • BETTER FOCUS • BETTER DECISIONS • BETTER RESULTS STRATEGY ACADEMY PROGRAM OUTLINE. Pre-Work. Upon registration you will receive an electronic prework packet and welcome call. Month 1. Step Back, Assess & Learn. I. II. DECIDE ‣ One day workshop. STEP BACK WHAT’S IMPORTANT ASSESS & LEARN ‣ 1 Webinar. A. Mission & Values A. Review Externals C. Strategic Position ‣ 1 One-on-one Coaching session. B. Review Internals D. Vision C. Recap SWOT E. Define Vital Few Goals D. Review Key Individuals F. Agree What to Stop Month 2. Decide What’s Important & Set Goals that Lead. VI. III. ‣ Half day workshop with INNOVATE & RECOVER WITH Six SET GOALS homework. PURPOSE Disciplines STRATEGY THAT LEAD A. Define Measures ‣ 3 Webinars. A. A 3 Methodology, Peer B. 100-Point Exercise ACADEMY Support, Software & B. Define Targets ‣ 1 One-on-one Coaching D. Quick-ROI Analysis Workshops, Software C. Define Initiatives Coaching. D. Communicate & Engage session. & Coaching the Team V. IV. Month 3. Align Systems & Work WORK ALIGN THE PLAN the Plan. SYSTEMS A. Define Individual Plans A. Identify Misalignments ‣ Half day workshop with homework. (IP’s) Quarterly B. Align Processes B. Review IPs Monthly ‣ 2 Webinars. C. Rate IPs Quarterly C. Align Policies D. Align Measures ‣ 1 One-on-one Coaching session. D. Monitor Measures E. Align Technology Month 4. Align Systems. ‣ Half day workshop with homework. ‣ 1 Webinar. ‣ 1 One-on-one Coaching session. Month 5. Innovate & Recover with Purpose. ‣ Half day workshop with homework. ‣ 1 One-on-one Coaching session. Six Disciplines is a business management system designed to systematize and streamline planning and execution for increased individual and organizational performance. “The strategic agenda demands discipline and continuity; its enemies are distraction and compromise.” ~Michael E. Porter~
  • 3. STRATEGY ACADEMY SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth MONTH ONE: I. STEP BACK & LEARN by conducting strategic analysis of your customers, markets, competition, business health and culture. ‣ One day workshop. - Program Overview. Business - Assessing your environment & - Introduction and apply templates & Modeling, Participant introductions & Strategic trends. tools for Customer, Market & Formation of Learning Teams. Competitive Analysis. - Assess Culture and Business Health. - Develop SWOT (strength, - Install Six Disciplines (6D) Software weaknesses, opportunities & threats. and build your plan for planning. ‣ Webinars - Software Training: Setting up & using goals in 6D. Practical exercises / homework. ‣ One-on-One Coaching: Web conference. - Coaching support on Discipline I. • Support comprehensive analysis & SWOT position. • Support Software proficiency. “Discipline is the bridge between goals and accomplishments.” ~Jim Rohn~ MONTH TWO: II. DECIDE WHAT’S IMPORTANT & III. SET GOALS THAT LEAD by crafting your Vision, Mission, Values and Balanced ScoreCard (BSC). ‣ Half day workshop. - Workshop Overview. Learning - Purpose, instruction and templates ‣ Creating your BSC for Business Team SWOT review. for Mission, Values, Strategic Growth; 5 year Goals framework, Position. measures, targets and strategic initiatives. - Planning next steps for finalizing / communicating strategy & setting stage for flawless Execution. ‣ Webinars - Software Training: Creating grade - Discipline II & III Finalization, - Execution Protocol: The Weekly cards and dashboard metrics question & answer Personal Retreat. ‣ One-on-One Coaching: Web conference. - Coaching support on Discipline II & III. • Personal Coaching. "Measure is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.“ ~Larry Bossily~
  • 4. STRATEGY ACADEMY SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth MONTH THREE: IV ALIGN SYSTEMS by identifying misalignments in process, policies, measures & technology. ‣ Half day workshop. - Workshop Overview. Learning - Assess misalignments. Build - Introduce critical daily, weekly, Team Mission, Values, Strategic critical goals and tasks into 6D. monthly & quarterly rhythms for Position, Vision & BSC review. flawless execution. - Planning next steps for aligning the organization and instituting execution rhythms. ‣ Webinars - Execution Protocol: Repurposing - Software Training: Strategically staff meetings, one-on-one “touch- managing your time, schedule and points” and performance, actions. operational & strategic reviews. ‣ One-on-One Coaching: Web conference. - Coaching support on Discipline IV. • Strategies for determining and tackling misalignments. • Support Software proficiency. “We are what we repeatedly do. Excellence, then, is not an act but a habit.” ~Aristotle~ MONTH FOUR: V. WORK THE PLAN by Establishing your Strategy Execution Rhythms to keep yourself, your team and organization aligned and working with a common focus. ‣ Half day workshop. - Workshop Overview. Learning - Purpose and key concepts for - SixD Software: Strategically Team Alignment & Flawless Working your plan: Big Rocks & managing your time, schedule and Execution Rhythm review. Leader Standard Work. actions. - Planning & next steps for Working Your Plan. ‣ Webinars - Execution Protocol: Preparing for your Quarterly Strategy Review. ‣ One-on-One Coaching: Web conference. • Execution Support. Holding yourself and others accountable “All organizations are perfectly designed to get the results they are now getting. If we want different results, we must change the way we do things.” ~Tom Northup~
  • 5. STRATEGY ACADEMY SIX DISCIPLINES for Strategy Execution & Accelerated Business Growth MONTH FIVE: VI. INNOVATE & RECOVER WITH PURPOSE by learning tools and skills for creativity and problem solving. ‣ Half day workshop. - Workshop Overview. Learning - Purpose and key concepts for - Innovation & Recovery tool Team Quarterly Strategy Review Strategy innovation & recovery. application. Sharing & Critique. - Planning & next steps for - Program lessons learned and - Celebration & Academy Innovating & Recovering with impact analysis. Certificates Purpose. ‣ One-on-One Coaching: Web conference. • Program transitioning and sustainment. “Excellence is not a destination; it is a continuous journey that never ends.” ~Brian Tracy~