The Alignment Factor. Achieve business success through organizational alignment.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "The Alignment Factor. Achieve business success through organizational alignment."

Transcription

1 The Alignment Factor Achieve business success through organizational alignment.

2 Table of Contents Achieving Business Success through Organizational Alignment...3 What Is Alignment?...4 Close-Up On Alignment...5 The Most Important Question...5 How To Recognize An Alignment Problem...6 The Two Keys To Improving Alignment...6 The Twelve Alignment Factors... 7 Alignment Area: Commitment...7 Alignment Area: Communication...7 Alignment Area: Culture...7 Alignment Area: Collaboration...8 Alignment Area: Commitment...8 A Way Of Life...8

3 Achieving Business Success through Organizational Alignment If you are a business owner or Key Decision Maker (KDM) in your company and can answer yes to the following statements, then you have no need to read further: A clear company vision has been established, and I am comfortable communicating it. My direct reports understand my vision of where I want to take the business and are leading their teams in a direction that will achieve my vision. The company effectively motivates employees to achieve goals. Most people who work here feel fulfilled. Internal procedures are so clearly communicated in writing that the company operates effectively. If you are a Direct Report (DR) of the KDM perhaps a department head and can answer YES to the following questions, then you have no need to read further: Do you consistently bring a high degree of value to the company? Right now, would you say you are satisfied with the impact you have on your organization? Are you using your abilities to the maximum potential on behalf of your company? Would you say that, on a typical day, there is universal clarity about critical work priorities? If you can t enter YES to all of these, read on A lack of alignment between the KDM and the executives who report directly to him or her will keep a company from achieving its highest potential for success and, in extreme cases, destroy the business. Now, I realize none of us need anything new to worry about. Yet this is exactly why the alignment issue is so important: whatever we re already worrying about probably connects to a lack of alignment between the KDM and DRs. That means both sides are in for rising levels of frustration and stress; unless they work together to get aligned. 3

4 What Is Alignment? Alignment is the side-by-side effective working relationship in an organization that generates great results. In an aligned relationship, both parties have respect for each other and are committed to the same company goals. Alignment makes both KDMs and DRs more effective. Maintaining alignment is a mutual, ongoing responsibility. When that responsibility is neglected and it usually is in privately owned companies the result is frustration, stress, wasted time, wasted effort, and wasted money. These outcomes are common experiences for anyone responsible for running a business. What we may not always realize is that the stress and other challenges we face have much more to do with the dynamics within our own team than with external circumstances. 4

5 Close-Up On Alignment During my career as a business leader and an advisor to other business leaders, I ve seen time and time again that the most critical prerequisite to the success of my own businesses, and those of the people I have advised, is alignment. I believe DRs are the key to transformation, survival, and growth for virtually every company. With great alignment, DRs can become the engine for achieving truly great results within your organization, no matter what challenges and obstacles the company may be facing. Why? Because I ve seen some extraordinary results, both in my own career and in companies I ve led and had the honor to help as a coach. All of those situations where executive teams were transformed not some but all involved generating higher levels of performance from the DRs. There is a catch, though. These positive results from the DRs only occurred because of the high level of aligned engagement between the KDM and the DRs. Not only that: the improved alignment brought about significantly increased effectiveness from the KDM. In all cases, it was the aligned relationship that made these results possible. The aligned relationship is what creates great companies by creating higher-producing DRs. The Most Important Question Usually, when we ask DRs the alignment questions, in private, their answers vary between uncertainty, hesitation and a firm NO. They tend to think that they bring some value to the organization but they wish they could do more and have a greater impact. They do not feel they are using their abilities to the absolute fullest. There is another important question to consider. This question has two variants: For KDMs: How would you describe the quality of your relationship with the DR on whom you depend the most? For DRs: How would you describe the quality of your relationship with your KDM? This question usually takes a little more thought than the other ones. Usually, when I ask DRs these questions they tell me they are experiencing some kind of problem in the relationship with the KDM. It could be a small problem. It could be a big problem. Very often, it is a problem that seems big to the DR, but small or nonexistent to the KDM. When I ask DRs who say they are experiencing challenges with their KDM whether they ve ever tried to address the problems in the relationship, they typically say something like: Sure I ve tried. But nothing happened. What are you going to do? After all, when you ve got a problem like this, you just have to grin and bear it. He/She isn t going to change. Don t be so sure of that. 5

6 How To Recognize An Alignment Problem Chronic workplace stress is a sign of an alignment problem. The kind of stress I m talking about plays out in cycles that intensify over time hurting the KDM, the company s leadership team, and the company as a whole. This stress may express itself in: Chronic feelings of uneasiness about the decisions awaiting you at work, Feeling that someone just plain does not know how to work with you, Problems that spill over into your home life. These are all warning signs of a lack of alignment, and ignoring the warning signs only makes the problem worse. Having managed, owned and now worked with over a hundred small businesses, I can state with certainty that those businesses that do not have alignment between their KDM and their DRs are destined to under perform and are rarely able to survive. Keith Weaver, Smart State L.L.C. The Two Keys To Improving Alignment An alignment issue reflects two sides of the same coin. Neither the KDM nor the DRs can improve alignment on their own. However, if both parties are willing to engage, you can change the relationship for the better. There are two keys to improving alignment. 1. KDM s commitment to the process, which is absolutely essential. 2. DR s willingness and ability to tactfully, assertively engage for constructive change. Whether you are a KDM or a DR, you will achieve your highest level of business and career success when you understand the true importance of this relationship. Once you each become aware of the personal effect you have on each other, truly great things are possible. You can only create alignment in a relationship when you understand how the other person thinks about his or her world. This kind of understanding does not come easily. It is a matter of constant practice, commitment, and continuous refinement of the relationship like the continual work required to sustain a good marriage. The desired highest level of success can only happen when both of you make a conscious effort to change your patterns of interaction in a way that maximizes alignment with each other. Optimal success can only become a daily reality for the company, and for both the KDM and DR, with an ongoing commitment from both parties to improve alignment. 6

7 The Twelve Alignment Factors The Alignment Factor shows you exactly how to build and sustain such a trusting, respectful relationship, step by step. Following the alignment process improves already solid working relationships and transforms even a destructive or dysfunctional working dynamic by creating a trusting environment of mutual respect. This environment supports much greater productivity for both people. The twelve Alignment Factors fall into four alignment areas. Commitment, the first Alignment Factor, begins the process and is an evergreen presence in the ongoing effort to improve alignment. Commitment supports and encompasses all the other of Alignment Factors. The Alignment Factor consists of the following training sessions: Alignment Area: Commitment 1. Commitment on Alignment: There will never be outstanding alignment without a commitment to invest time and effort in it. Alignment Area: Communication 2. Align to PAVE Your Way to Success: Experience the most personal fulfillment and deliver the most bang for the buck to the company. 3. Align on Plans and Priorities: Take advantage of one-on-one meetings between the Key Decision Maker and the Direct Report, so each side knows exactly how time, effort and energy will be focused. 4. Align on Weekly Strategic Leadership Team Meetings: Improve alignment with weekly team meetings. 5. Align on Annual Strategic Team Meetings: Step back and get the big picture. Alignment Area: Culture 6. Align on Working Dynamics: Deliver positive results for the company by supporting a mutually respectful relationship. 7. Align on Company Values and Working Dynamics: Align on the critical company values the Key Decision Maker and the Direct Report should be modeling for the rest of the organization. 8. Align on Company Vision: Identify and understand all the elements of the Key Decision Maker s vision for the company. 7

8 Alignment Area: Collaboration 9. Align on Roles and Responsibilities: Learn how the Direct Report can make life easier for the Key Decision Maker, starting right now. 10. Align on Critical Success Factors: Identify the objectives so critical to the company that its success depends on achieving them. 11. Align on Strategic Direction Initiatives: Identify the company s strategic direction, and ensure that the efforts of every member of the Strategic Leadership Team are consistent with that strategic direction. Alignment Area: Commitment 12. Alignment is Evergreen: Maintain the company s commitment to alignment over time. All twelve Alignment Factors require constant commitment, effort and reinforcement. A Way Of Life Alignment is more than a way of working with someone. It is a way of life. Once you commit to that way of life, you are likely to experience a higher level of business success that is attributable to you personally. Investing in improving alignment typically results in greater financial rewards and rapid career advancement for the DR. This much I can promise from personal experience: these twelve Alignment Factors, when adopted by both the KDM and the DRs in a company, will bring about measurably better business results and the business experience will be considerably more enjoyable for both parties. By Allen E. Fishman Founder and Chairman of The Alternative Board (TAB) Allen s book, The Alignment Factor, can be purchased from Amazon. Many TAB facilitators offer a 12-month training program that helps Key Decision Makers and their Direct Reports achieve alignment and address the common business issues described in this paper. You can learn more by visiting 8

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS Q. What is Alignment? A. Alignment is the side-by-side working relationship that makes great results a daily reality for both Key Decision Makers (KDMs) and Direct Reports (DRs). Q. What is The Alignment

More information

Financial Freedom: Three Steps to Creating and Enjoying the Wealth You Deserve

Financial Freedom: Three Steps to Creating and Enjoying the Wealth You Deserve Financial Freedom: Three Steps to Creating and Enjoying the Wealth You Deserve What does financial freedom mean to you? Does it mean freedom from having to work, yet still being able to enjoy life without

More information

Foundations of Project Management. Presented by: Kelly Baumer, MBA, PMP Mindy Rings, MBA, PMP

Foundations of Project Management. Presented by: Kelly Baumer, MBA, PMP Mindy Rings, MBA, PMP Foundations of Project Management Presented by: Kelly Baumer, MBA, PMP Mindy Rings, MBA, PMP August 18, 2014 Project Management Basics In the next slides we will cover: Basic project management terminology

More information

How to get profit-creating information from your accountant

How to get profit-creating information from your accountant How to get profit-creating information from your accountant What a tailored accounting service can do for you How could you get much more out of the accounting service you re already paying for? Possibly

More information

LEADERSHIP DEVELOPMENT

LEADERSHIP DEVELOPMENT RESEARCH RESULTS CLIENT RESEARCH RESULTS BY: JAZMINE BOATMAN CONSULTANT, CABER REALIZATION RESULTS: Trainees reported a 90 percent improvement in the number of leaders displaying positive leadership behaviors

More information

Leadership Development Catalogue

Leadership Development Catalogue The TrainingFolks Approach The importance of superior management, leadership and interpersonal skills are critical to both individual and organizational success. It is also critical to apply these skills

More information

The ins and outs. of successful. leadership. Helping you to be a more effective leader

The ins and outs. of successful. leadership. Helping you to be a more effective leader The ins and outs of successful leadership Helping you to be a more effective leader What does your team expect from their leader? Someone who high-fives everyone from the post boy to the CEO on his way

More information

Website Copy. Injured? Get an Expert Personal Injury Solicitor and Only Pay if You Win!

Website Copy. Injured? Get an Expert Personal Injury Solicitor and Only Pay if You Win! FOR: Thomas Phelan Website Copy Home Page Headline: Injured? Get an Expert Personal Injury Solicitor and Only Pay if You Win! Would a solicitor who works exclusively in personal injury, that can handle

More information

4 Common Rookie Project Manager Mistakes and How to Avoid Them

4 Common Rookie Project Manager Mistakes and How to Avoid Them 4 Common Rookie Project Manager Mistakes and How to Avoid Them Rookie project managers often fall victim to costly mistakes and errors that can derail a project and significantly impact one s project management

More information

2014 MILLENNIALS RESEARCH STUDY

2014 MILLENNIALS RESEARCH STUDY 2014 MILLENNIALS RESEARCH STUDY In response to interest about the financial needs and challenges of younger employees, Voya Financial conducted an online survey among roughly 2000 young adults aged 20-34

More information

DESCRIBING OUR COMPETENCIES. new thinking at work

DESCRIBING OUR COMPETENCIES. new thinking at work DESCRIBING OUR COMPETENCIES new thinking at work OUR COMPETENCIES - AT A GLANCE 2 PERSONAL EFFECTIVENESS Influencing Communicating Self-development Decision-making PROVIDING EXCELLENT CUSTOMER SERVICE

More information

The Take Charge Approach to Leadership

The Take Charge Approach to Leadership The Take Charge Approach to Leadership Edward J. Tomey, Professor Emeritus Antioch Unviersity New England Department of Organization & Management Note: This article is based on Ed Tomey s book manuscript

More information

No Email List? No Problem.

No Email List? No Problem. No Email List? No Problem. How I Got Booked Solid With Clients In 6 Months Using These 5 Strategies Every Day. by Jason Billows 2014 Jason Billows Inc. JasonBillows.com 1 About Me. Let me tell you why

More information

Retail Sales Potential Identification (RSPI) Report

Retail Sales Potential Identification (RSPI) Report CONTENTS Page Recommendations 2 Summary of Scores & Cautions 3 Selection Considerations 4 Responses from Opinions Section 5 #NOQ1E6OTO7KI 2015/04/01 Name: John Smith Telephone: 12345678 Email: admin@optimalconsulting.com.sg

More information

Learning to Delegate

Learning to Delegate Learning to Delegate Overview Tips for managers on how to delegate Why is delegation necessary? Why do many managers have a hard time delegating? What to delegate What not to delegate How to delegate Give

More information

From Unleashing Your Inner Leader. Full book available for purchase here.

From Unleashing Your Inner Leader. Full book available for purchase here. From Unleashing Your Inner Leader. Full book available for purchase here. Contents Preface xiii About Me xv About the Book xvii Acknowledgments xix Chapter 1 You and Your Inner Leader 1 Part One of the

More information

Minimizing risk and maximizing your chances of success with ERP

Minimizing risk and maximizing your chances of success with ERP STRATEGIC BUSINESS SERVICES WHITEPAPER Minimizing risk and maximizing your chances of success with ERP (how to become one of the 26.2%) The Wall Street Journal published an article stating that 73.8% of

More information

Workbook for: Rapid Planning Method (RPM)

Workbook for: Rapid Planning Method (RPM) Workbook for: Rapid Planning Method (RPM) There is one tool above all others that influences the quality of life: the capacity to take a vision of what you want and make it real. The key to this game of

More information

Process Ownership and Service Ownership

Process Ownership and Service Ownership Process Ownership and Service Ownership Maximizing the Value of Key Roles A Third Sky White Paper By Lou Hunnebeck, ITIL Expert and Service Design 2011 Author, VP ITSM Vision & Strategy for Third Sky,

More information

sales training There s a better way to select

sales training There s a better way to select SALESANDMARKETING.COM MAR/APR 2012» $10 YOUR MEETINGS SUCK AND JON PETZ KNOWS WHY 16 LUXURY PRODUCTS MOTIVATE BOTH ENDS OF THE EMPLOYEE SPECTRUM 34 There s a better way to select sales training closers

More information

The Debt Elimination Roadmap

The Debt Elimination Roadmap The Debt Elimination Roadmap Thank you for taking advantage of this special offer and taking a serious look at your current financial situation. What you ll find, over time, is that you re now involved

More information

How to make more money in forex trading. 2003 W. R. Booker & Co. All rights reserved worldwide, forever and ever and ever.

How to make more money in forex trading. 2003 W. R. Booker & Co. All rights reserved worldwide, forever and ever and ever. The 10 Rules How to make more money in forex trading. 2003 W. R. Booker & Co. All rights reserved worldwide, forever and ever and ever. 2 10 Rules Page 2 Rule #1: Never lie to anyone. Never lie to yourself

More information

Leading Positive Performance: A Conversation about Appreciative Leadership. Diana Whitney, Phd, Amanda Trosten-Bloom and Kae Rader

Leading Positive Performance: A Conversation about Appreciative Leadership. Diana Whitney, Phd, Amanda Trosten-Bloom and Kae Rader Leading Positive Performance: A Conversation about Appreciative Leadership Diana Whitney, Phd, Amanda Trosten-Bloom and Kae Rader This is a preprint of an article published in Performance Improvement journal,

More information

Managing Performance An Introduction/Refresher. March 15, 2000

Managing Performance An Introduction/Refresher. March 15, 2000 Managing Performance An Introduction/Refresher March 15, 2000 Agenda The process is a resource to help measure and improve performance. The Performance Management Process & Form Performance Planning Integrating

More information

Performance Management Manual AUBMC

Performance Management Manual AUBMC Manual 6. Reward Performance 1. Mutually develop performance plan 5. Communicate the evaluation AUBMC 2. Monitor and document performance 4. Evaluate Performance 3. Provide Coaching and Development 1 SECTION

More information

Are You. Ready For The. Advisor Program?

Are You. Ready For The. Advisor Program? Are You Ready For The High-Net-Worth Advisor Program? The High-Net-Worth Advisor program is extraordinary! My personal income has skyrocketed 69% to $505,000. We received 33 high-net-worth referrals from

More information

Responding to a Disappointing Performance Review

Responding to a Disappointing Performance Review Responding to a Disappointing Performance Review Overview When your manager reviews your work and finds it wanting. Receiving a disappointing review First steps: Take notes and ask for clarification Gather

More information

Contact Center LeaderPro. Candidate Feedback

Contact Center LeaderPro. Candidate Feedback Contact Center LeaderPro Candidate Feedback Contents Page Recommended Selection Criteria 1 Ideal Ranges for: Team Leader Go 2 Snapshots Management Profile 3 Management Style 4 Orientation & Coaching Factors

More information

Department of Human Resources. Performance Management An introduction

Department of Human Resources. Performance Management An introduction Department of Human Resources Performance Management An introduction 1 Contents 1. What is Performance Management 3 2. Key principles 5 3. Tools and Resources 7 4. Performance Management 8 Health Check

More information

Interpersonal Communication: Key Competencies for Enterprise Project Management

Interpersonal Communication: Key Competencies for Enterprise Project Management Interpersonal Communication: Key Competencies for Enterprise Project Management Steven Flannes, Ph.D. Principal, Flannes Associates 2080 Mountain Blvd., Suite 205 Oakland, California 94611 USA Telephone:

More information

Participants Manual Video Seven The OSCAR Coaching Model

Participants Manual Video Seven The OSCAR Coaching Model Coaching Skills for Managers Online Training Programme Part One Fundamentals of Coaching Participants Manual Video Seven The OSCAR Coaching Model Developed by Phone: 01600 715517 Email: info@worthconsulting.co.uk

More information

Hi there! I m Tiffany and I ll be taking you through PEBA s retirement readiness information series. The South Carolina Public Employee Benefit

Hi there! I m Tiffany and I ll be taking you through PEBA s retirement readiness information series. The South Carolina Public Employee Benefit Hi there! I m Tiffany and I ll be taking you through PEBA s retirement readiness information series. The South Carolina Public Employee Benefit Authority has prepared this series to provide you with information

More information

Why the Bank Customer Experience Matters Creating the Ultimate Banking Experience

Why the Bank Customer Experience Matters Creating the Ultimate Banking Experience WHITEPAPER Why the Bank Customer Experience Matters Cheryl Flink, PhD. Senior Vice President, Research 2 Why the bank Customer experience Matters The Great Recession has stunned consumers and made many

More information

is true for managers, team leaders and team members, individual contributors, professionals and executives.

is true for managers, team leaders and team members, individual contributors, professionals and executives. HOW TO GET THE MOST (FOR YOURSELF) FROM TRAINING WHY TRAINING? WHY NOW? If training is not important to a particular job today, that job probably will not be important much longer, either. What makes training

More information

Goal Setting. Your role as the coach is to develop and maintain an effective coaching plan with the client. You are there to

Goal Setting. Your role as the coach is to develop and maintain an effective coaching plan with the client. You are there to Goal Setting Your role as the coach is to develop and maintain an effective coaching plan with the client. You are there to Brainstorm with the client to define actions that will enable the client to demonstrate,

More information

the finishrich advisor questionnaire

the finishrich advisor questionnaire Bach_0767904818_4p_bmb_r1.qxd 1/2/03 3:51 PM Page 203 the finishrich advisor questionnaire 5 Questions to Ask Yourself, and 10 Questions to Ask the Advisor My FinishRich Book Series (Smart Women Finish

More information

Unlocking Life s Possibilities

Unlocking Life s Possibilities Unlocking Life s Possibilities Introducing a new perspective on life From home to work to retirement, the path of life is full of changing needs, dreams, happy moments, surprises and sometimes, unpredictable

More information

2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it

2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it ` 2015 WSSFC Practice Management Track Session 5 Creating a Firm Marketing Plan and Sticking to it Jeffrey S. Krause. Solfecta, Waterford About the Presenter... Jeffrey S. Krause is an attorney and co-owner

More information

Building Your Community Bank Performance Culture

Building Your Community Bank Performance Culture Building Your Community Bank Performance Culture Definition, consistency, action take worn out sales cultures to the next-level By: Ron Buck, President, SMH Consulting Group, 480-212-6082 and Jack Hubbard,

More information

Introduction. Going to the Next Level

Introduction. Going to the Next Level By Shelli Bischoff-Turner This article defines an integrated strategy to help nonprofits create more sustainable organizations that realize their fullest potential to achieve mission. Introduction Are

More information

For Immediate Release

For Immediate Release For Immediate Release For a review copy of the book or an interview with John Vento, please contact Dottie DeHart, DeHart & Company Public Relations, at (828) 325-4966 or Dottie@dehartandcompany.com Not

More information

Integrating Routing Software With Your Business Process Workflow

Integrating Routing Software With Your Business Process Workflow Integrating Routing Software With Your Business Process Workflow Appian Software for Routing and Logistics from TMW Systems 2012 TMW Systems Inc. Cleveland Dallas Raleigh Indianapolis Oklahoma City Vancouver

More information

Why Your Job Search Isn t Working

Why Your Job Search Isn t Working Why Your Job Search Isn t Working 6 mistakes you re probably making and how to fix them I t s easy to think that your lack of success in finding a new job has nothing to do with you. After all, this is

More information

The Five Dysfunctions of a Team

The Five Dysfunctions of a Team The Five Dysfunctions of a Team A Leadership Fable Patrick Lencioni San Francisco: Jossey-Bass (2002). Teamwork ultimately comes down to practicing a small set of principles over a long period of time.

More information

Be Committed to... ~ 9 ~ ~ Jeff Warner

Be Committed to... ~ 9 ~ ~ Jeff Warner Be Committed to... EACH OTHER We are not put on this earth for ourselves, but are placed here for each other. If you are always there for others, then in time of need, someone will be there for you. ~

More information

A MyPerformance Guide to Performance Conversations

A MyPerformance Guide to Performance Conversations A MyPerformance Guide to Performance Conversations brought to you by the BC Public Service Agency contents Elements of a Conversation Preparing for the Conversation Clear on Intent/Topic for Discussion

More information

Accountability. Always, Sometimes and Never. Coaching. Sales Leadership Development Course Descriptions

Accountability. Always, Sometimes and Never. Coaching. Sales Leadership Development Course Descriptions Sales Leadership Development Course Descriptions Accountability Always, Sometimes and Never Coaching The sales manager is responsible for the success of the sales force. The effective leader will identify

More information

A CONSUMER GUIDE TO LIFE SETTLEMENTS

A CONSUMER GUIDE TO LIFE SETTLEMENTS A CONSUMER GUIDE TO LIFE SETTLEMENTS IAGLSA-ID-BROC 1.0 Page 1 Maximizing the Value of Your Life Policy Building the Foundation of Trust IAG Life Settlement Advisors is committed to its clients, first

More information

Samples of Interview Questions

Samples of Interview Questions Human Resources/Payroll Introductory/Warm-Up/Rapport Building How did you find out about this job opening? What attracted you to this position? What do you know about our organization? Why are you considering

More information

Protect your business and preserve your legacy. The 10 questions every business owner should consider.

Protect your business and preserve your legacy. The 10 questions every business owner should consider. Protect your business and preserve your legacy. The 10 questions every business owner should consider. Our top ten questions and answers While there are many Top Ten Questions lists published in the financial

More information

Entrepreneurs Assess Their M&A Options

Entrepreneurs Assess Their M&A Options 2015 SURVEY RESULTS Entrepreneurs Assess Their M&A Options Research among business leaders reveals excitement about future transactions and positive outlook for near-term M&A. INTRODUCTION Creating value

More information

What is Elder Law? Elder law attorneys are often pigeonholed into Medicaid and other crisis

What is Elder Law? Elder law attorneys are often pigeonholed into Medicaid and other crisis What is Elder Law? (Prepared from the webinar provided by ElderCounsel with the same title) Elder law attorneys are often pigeonholed into Medicaid and other crisis planning roles when, in reality, the

More information

Committed to Responsible Wealth Management Since 1849

Committed to Responsible Wealth Management Since 1849 Committed to Responsible Wealth Management Since 1849 One belief has carried us through time. From the very beginning, our founders believed that matters of finance are highly personal and deserve an equally

More information

Truth. The. About Real Estate Advertising COTTER $49.00. Cell: (805) 680-0769 Website: www.patticotter.com Email: Patti@PattiCotter.com.

Truth. The. About Real Estate Advertising COTTER $49.00. Cell: (805) 680-0769 Website: www.patticotter.com Email: Patti@PattiCotter.com. $49.00 Real estate agents tell you advertising is for your benefit. Find out who's really benefiting from their ads and how to select the right real estate professional for your needs. The Truth About

More information

Your Personal Guide To Your Personal Injury Lawsuit

Your Personal Guide To Your Personal Injury Lawsuit Your Personal Guide To Your Personal Injury Lawsuit Know How To Do Things Right When You ve Been Wronged You have questions. And most likely, you have a lot of them. The good news is that this is completely

More information

Performance Management

Performance Management Performance Management WORKSHOP HANDOUTS Facilitated by: Tara Kemes, Vantage Point Knowledge Philanthropist June 2013 Page 1 of 16 Handout 1 Performance Management System Overview What is performance management?

More information

Key Performance Indicators

Key Performance Indicators Key Performance Indicators Profit is not a natural condition. It takes some very special work to create. The road to failure is paved with good intentions. Success comes from consistently doing the right

More information

IMPLEMENTING SCRUM. PART 1 of 5: KEYS TO SUCCESSFUL CHANGE

IMPLEMENTING SCRUM. PART 1 of 5: KEYS TO SUCCESSFUL CHANGE IMPLEMENTING SCRUM GUIDE PART 1 of 5: KEYS TO SUCCESSFUL CHANGE Created by Axosoft, makers of the #1 Scrum software, in collaboration with writer and coach, Tirrell Payton. A STORY ABOUT NIC AND SKIP I

More information

Don t Mark My Paper, Help Me Get an A

Don t Mark My Paper, Help Me Get an A ONE Don t Mark My Paper, Help Me Get an A Garry Ridge AS I SHARE with you how we successfully implemented our Don t Mark My Paper, Help Me Get an A philosophy into our performance review system, we ll

More information

Unlocking Life s Possibilities

Unlocking Life s Possibilities Unlocking Life s Possibilities Introducing a new perspective on life From home to work to retirement, the path of life is full of changing needs, dreams, happy moments, surprises and sometimes, unpredictable

More information

SharePoint Project Management: The Key to Successful User Adoption

SharePoint Project Management: The Key to Successful User Adoption SharePoint Project Management: The Key to Successful User Adoption Leanne M. Bateman, PMP Principal Consultant February 2012 www.beaconstrategy.com Table of Contents ABSTRACT... 3 ABOUT THE AUTHOR... 3

More information

Why do we need Fundraising Software?

Why do we need Fundraising Software? Why do we need Fundraising Software? By Cascade Data Solutions We have very few donors. We can manage a list in Excel. We have QuickBooks for Nonprofits. We don t have the funds in our budget to purchase

More information

Health, Wealth and Retirement SM study

Health, Wealth and Retirement SM study Health, Wealth and Retirement SM study October 2014 Abstract Countless unknowns accompany planning for retirement. Economic conditions, long-term market performance and inflation are all uncertainties

More information

Example Interview Questions

Example Interview Questions Example Interview Questions This appendix contains sample interview questions which you may find helpful when preparing your interview questions. The questions you ask candidates should be tailored to

More information

Jump Starting Your Email Campaign For Lawyers 101

Jump Starting Your Email Campaign For Lawyers 101 Jump Starting Your Email Campaign For Lawyers 101 By Arthur C. Kosieradzki, Esq. Founder, Let America Know Email Marketing is Permission-Based Marketing Permission is a tremendous Gift. It is a measure

More information

THAT. A Special Report

THAT. A Special Report TOP 12 MISTAKES THAT SALESPEOPLE MAKE A Special Report Our Business Is Improving Yours 1457 North US Highway 1, Suite 24 Ormond Beach, FL 32174 Tel: 386-898-0007 Int l: 800-403-9379 Fax: 386-898-0004 www.learningoutsourcegroup.com

More information

Enabling SOA through organizational change and governance.

Enabling SOA through organizational change and governance. SOA governance and organizational change strategy White paper November 2007 Enabling SOA through organizational change Sandy Poi, Global SOA Offerings Governance lead, associate partner, Financial Services

More information

A lawyer and her client weigh in on the overtime scam

A lawyer and her client weigh in on the overtime scam A lawyer and her client weigh in on the overtime scam BY Paul Solman June 18, 2015 at 2:48 PM EST Working overtime doesn t always equate to overtime pay. Photo by Getty Images Editor s Note: In his 2015

More information

TRAINING NEEDS ANALYSIS

TRAINING NEEDS ANALYSIS TRAINING NEEDS ANALYSIS WHAT IS A NEEDS ANALYSIS? It is a systematic means of determining what training programs are needed. Specifically, when you conduct a needs analysis, you Gather facts about training

More information

Scoutmaster Conference Training

Scoutmaster Conference Training Scoutmaster Conference Training Training Summary This module will teach Scoutmasters, assistant Scoutmasters, and other troop leaders about the purposes of the Scoutmaster s conference and will offer suggestions

More information

Performance Evaluation Rating Descriptions

Performance Evaluation Rating Descriptions The following rating descriptions are examples of the behaviors employees would be demonstrating at each of the four levels of performance. These examples should assist the supervisor and employee during

More information

YOUR MONEY, YOUR GOALS. A financial empowerment toolkit for community volunteers

YOUR MONEY, YOUR GOALS. A financial empowerment toolkit for community volunteers YOUR MONEY, YOUR GOALS A financial empowerment toolkit for community volunteers Consumer Financial Protection Bureau April 2015 Table of contents INTRODUCTION PART 1: Volunteers and financial empowerment...

More information

PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT

PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT BIO PRESENTATION T4 September 22, 2005 3:00 PM PROJECT DRIVEN VS. PEOPLE DRIVEN TECHNICAL MANAGEMENT Marty King Hospira, Inc. BETTER SOFTWARE CONFERENCE & EXPO 2005 September 22, 2005 Hyatt Regency San

More information

The complete guide to becoming a mortgage advisor

The complete guide to becoming a mortgage advisor The complete guide to becoming a mortgage advisor Mortgage advisors help people with one of the biggest purchases of their lives, helping them to secure a mortage to buy or re-mortgage property. If you

More information

5 Key Success Strategies of Leading Business Owners & Entrepreneurs. And How to Make Them Work for You. By Dr. Ulwyn Pierre

5 Key Success Strategies of Leading Business Owners & Entrepreneurs. And How to Make Them Work for You. By Dr. Ulwyn Pierre SPECIAL REPORT 5 Key Success Strategies of Leading Business Owners & Entrepreneurs And How to Make Them Work for You By Dr. Ulwyn Pierre Copyright May 2010 Dr. Ulwyn Pierre. All Rights Reserved. Being

More information

Assignment 2. by Sheila Y. Grangeiro Rachel M. Vital EDD 9100 CRN 51180 Leadership Seminar

Assignment 2. by Sheila Y. Grangeiro Rachel M. Vital EDD 9100 CRN 51180 Leadership Seminar Assignment 2 by Sheila Y. Grangeiro Rachel M. Vital EDD 9100 CRN 51180 Leadership Seminar Nova Southeastern University July 29, 2012 2 Book Review Overview The Four Obsessions of an Extraordinary Executive

More information

THE THREE ASPECTS OF SOFTWARE QUALITY: FUNCTIONAL, STRUCTURAL, AND PROCESS

THE THREE ASPECTS OF SOFTWARE QUALITY: FUNCTIONAL, STRUCTURAL, AND PROCESS David Chappell THE THREE ASPECTS OF SOFTWARE QUALITY: FUNCTIONAL, STRUCTURAL, AND PROCESS Sponsored by Microsoft Corporation Our world runs on software. Every business depends on it, every mobile phone

More information

Seven Habits of Highly Effective Optometrists

Seven Habits of Highly Effective Optometrists Seven Habits of Highly Effective Optometrists Perhaps the biggest misperception that young optometrists have about their profession is that they can succeed solely by developing and applying the clinical

More information

I use several different introductions when it comes to calling purchased leads or leads that I have generated on my own through different ads.

I use several different introductions when it comes to calling purchased leads or leads that I have generated on my own through different ads. COLD MARKET LEAD SCRIPTS COLD LEAD BUSINESS SCRIPT I use several different introductions when it comes to calling purchased leads or leads that I have generated on my own through different ads. You will

More information

SECURING AND ENHANCING INSURANCE COMPANY INVOLVEMENT IN THE MEDIATION OF CONSTRUCTION CLAIMS. Lawrence M. Watson, Jr.

SECURING AND ENHANCING INSURANCE COMPANY INVOLVEMENT IN THE MEDIATION OF CONSTRUCTION CLAIMS. Lawrence M. Watson, Jr. SECURING AND ENHANCING INSURANCE COMPANY INVOLVEMENT IN THE MEDIATION OF CONSTRUCTION CLAIMS Lawrence M. Watson, Jr. INTRODUCTION Without question, active and engaged involvement by relevant insurance

More information

CONFESSIONS OF A RETIREMENT INCOME SPECIALIST. 20 years of learning in a 10 minute read. Republishing or redistribution is prohibited June 2014

CONFESSIONS OF A RETIREMENT INCOME SPECIALIST. 20 years of learning in a 10 minute read. Republishing or redistribution is prohibited June 2014 CONFESSIONS OF A RETIREMENT INCOME SPECIALIST 20 years of learning in a 10 minute read Republishing or redistribution is prohibited June 2014 emeritusfinancial.com I am at the younger end of the Baby Boom

More information

The Leadership Pipeline Ram Charan, Stephen Drotter, and James Noel

The Leadership Pipeline Ram Charan, Stephen Drotter, and James Noel The Big Idea The Leadership Pipeline Ram Charan, Stephen Drotter, and James Noel There is a growing need to develop leaders within many corporations. The demand for leaders greatly outpaces the supply.

More information

Integrated Risk Management:

Integrated Risk Management: Integrated Risk Management: A Framework for Fraser Health For further information contact: Integrated Risk Management Fraser Health Corporate Office 300, 10334 152A Street Surrey, BC V3R 8T4 Phone: (604)

More information

EFFECTIVE PERFORMANCE APPRAISALS

EFFECTIVE PERFORMANCE APPRAISALS EFFECTIVE PERFORMANCE APPRAISALS When used correctly, the performance appraisal process is a useful technique to hold employees accountable for desired results, and aligning them with business strategy.

More information

Performance Management is Killing your Business

Performance Management is Killing your Business Performance Management is Killing your Business The rapidly changing environment in which organizations operate has profound implications across all sectors, requiring a fundamental reappraisal of many

More information

Retirement Tax Reduction Report

Retirement Tax Reduction Report Retirement Tax Reduction Report Introduction For many years now, Americans have been plowing money into Qualified Plans like IRA s, 401(k)s, 403(b)s, and the like. They have received a tax deduction for

More information

Secrets to Automation Success. A White Paper by Paul Merrill, Consultant and Trainer at Beaufort Fairmont, LLC

Secrets to Automation Success. A White Paper by Paul Merrill, Consultant and Trainer at Beaufort Fairmont, LLC 5 Secrets to Automation Success A White Paper by Paul Merrill, Consultant and Trainer at Beaufort Fairmont, LLC 5 Secrets to Automated Testing Success 2 Secret #1 Practice Exceptional Leadership If you

More information

ScrumMaster or Armchair Psychologist Scrum Fundamentals Webinar Q&A March 9, 2016

ScrumMaster or Armchair Psychologist Scrum Fundamentals Webinar Q&A March 9, 2016 ScrumMaster or Armchair Psychologist Scrum Fundamentals Webinar Q&A March 9, 2016 As a ScrumMaster, one of your responsibilities is "Causing change that increases the productivity of the Scrum Team." What

More information

A guide to achieving growth and sustainability in your practice

A guide to achieving growth and sustainability in your practice PRACTICE MANAGEMENT 7 Key Practices to Help Grow Your Business A guide to achieving growth and sustainability in your practice Over the years, we ve partnered with advisors to help them build better businesses.

More information

Fewer. Bigger. Stronger.

Fewer. Bigger. Stronger. Fewer. Bigger. Stronger. The Secret to Setting Great Goals Fewer. Bigger. Stronger. Fewer. Bigger. Stronger. The Secret to Setting Great Goals by Marc Effron, President, The Talent Strategy Group While

More information

Helping the Addict or Alcoholic Begin the Journey to Recovery through Intervention:

Helping the Addict or Alcoholic Begin the Journey to Recovery through Intervention: Solutions that end addiction. Helping the Addict or Alcoholic Begin the Journey to Recovery through Intervention: It can be challenging to help a loved one struggling with alcoholism or drug addiction.

More information

CALL US 801-656-2092. Free Report on How To Choose a Personal Trainer. This is an educational service provided to you by The GYM

CALL US 801-656-2092. Free Report on How To Choose a Personal Trainer. This is an educational service provided to you by The GYM Free Report on How To Choose a Personal Trainer This is an educational service provided to you by The GYM 1 6 Mistakes to avoid when choosing a personal trainer 1. Choosing a personal trainer strictly

More information

Crucial development areas for organizations and how to succeed in them. Leadership Development & Coaching

Crucial development areas for organizations and how to succeed in them. Leadership Development & Coaching INNONews Crucial development areas for organizations and how to succeed in them Innotiimi newsletter 2010 Leadership Development & Coaching Change Team Innovation Meaningful Meetings Global Challenges

More information

Improve your prospects

Improve your prospects Make a case for life insurance Improve your prospects Allianz Life Insurance Company of North America M-5191 Discover how you can help expand your client base and close more sales. If regular prospecting

More information

Performance Evaluation

Performance Evaluation Competency Exceptional Above Meets Partially Meets Overview of Ratings TRANSFORMATIVE work. In addition to exceeding performance goals, the organization (department, unit or program) is fundamentally better

More information

Glasgow Association for Mental Health Money and Debt Project: Evaluation Feedback

Glasgow Association for Mental Health Money and Debt Project: Evaluation Feedback Glasgow Association for Mental Health Money and Debt Project: Evaluation Feedback Evaluation by Philip O Hare, Clinical Governance Support Unit, Partnerships, NHS Greater Glasgow and Clyde. Patricia Grieve,

More information

10 Questions To Ask Before Implementing Homecare Technology

10 Questions To Ask Before Implementing Homecare Technology So you re looking for technology for your homecare agency. A quick search online reveals many vendors who appear to be offering the same features. Where do you start to figure out what homecare technology

More information

10 Customer Service Activities To Supercharge Your Team. Written by: Jeff Toister, CPLP

10 Customer Service Activities To Supercharge Your Team. Written by: Jeff Toister, CPLP 10 Customer Service Activities To Supercharge Your Team Written by: Jeff Toister, CPLP Table of Contents Introduction 3 Exercise 1: Helping Customers Be Right 4 Exercise 2: Customer Complaints 5 Exercise

More information