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Notes for Facilitator for Session One

Notes for Facilitator for Session One. For the first session you will need to print out the following forms from the Implementation Kit diskette Business Framework – Right People Right Things Right Planning Pyramid Organizer – or your completed one from the session

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Notes for Facilitator for Session One

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  1. Notes for Facilitatorfor Session One • For the first session you will need to print out the following forms from the Implementation Kit diskette • Business Framework – Right People Right Things Right • Planning Pyramid Organizer – or your completed one from the session • “Winning” Exercise Pages 1 & 2 Copyright 2003, Gazelles Inc

  2. (insert your company name) andRockefeller Habits Mid Managers Session One

  3. Today’s Agenda • Overview of Rockefeller Habits Practice • Business Framework – Right People Right Things Right • The Planning Pyramid Organizer • “Winning” Exercise Copyright 2003, Gazelles Inc

  4. Gazelles Education Process • Business Education and Development Program • 2 - 3 programs (disciplines) a year • Learn by doing and implementing • The Expert teaches the Executive team • The Executives teach the Mid Managers • The Mid-Managers teach the frontline • “If you have to teach it, you’ll learn it” • Creates ALIGNMENT throughout our company. Copyright 2003, Gazelles Inc

  5. Why Alignment? “1% Vision, 99% Alignment” Rockefeller Habits: • Provides a framework • Provides a common language • Develops habits and rhythm Copyright 2003, Gazelles Inc

  6. Right PeopleRight Things RightFramework People Activities Sell Customers Productivity Reputation Keep Records Buy or Make Employees Owners Get, Keep, and Grow Better, Faster, Cheaper Copyright 2003, Gazelles Inc

  7. Who Daily When Weekly How Quarterly What Annually Where 3 - 5 yrs Why Life of Leader Should The Planning Pyramid Accountability Schedule Time Frame Action steps Goals Targets Purpose Forever Core Values Copyright 2003, Gazelles Inc

  8. Our Core Values, Purpose BHAG, Targets, and Goals • Pass out Planning Pyramid Organizers – use blank ones so they can fill in. • Explain Core Values, Purpose, BHAG, Sandbox, Brand Promise • Discuss how they have been defined Copyright 2003, Gazelles Inc

  9. “Winning” Exercise • Pass out page 1 of “Winners” exercise – fill in top half • Pass out page 2 of “Winners” exercise – review and do practice exercise • Go back to page 1 and complete bottom half • Key is to stop whining and start taking responsibility for problems Copyright 2003, Gazelles Inc

  10. Summary Session One • Right People Right Things Right Framework • Planning Pyramid Organizer – Vision on One Page • “Winners” don’t whine – they take ownership of issues. Copyright 2003, Gazelles Inc

  11. Notes for Facilitatorfor Session Two • For the second session you will need to print out the following forms from the Implementation Kit diskette • Weekly Meeting Agenda • Daily Meeting Agenda Copyright 2003, Gazelles Inc

  12. (insert your company name) andRockefeller Habits Mid Managers Session Two

  13. Today’s Agenda Three Rockefeller Habits • Top 5 and Top 1 of 5 Priorities • Data/Metrics – Smart #s and Critical # • Meeting Rhythm – Daily, Weekly, Monthly, Quarterly, Annual Copyright 2003, Gazelles Inc

  14. Top 5 & Top 1 of 5 • What’s the Theme? • What’s the Critical Number? • What’s the Top 5 Rocks/Drivers? • What’s each manager’s Top 5 and Top 1 of 5 for the quarter – have them report their number 1 Copyright 2003, Gazelles Inc

  15. The Business of Measurement • Critical Number related to Theme • Three Overall Measurements to watch weekly • Smart Numbers • Forecasts • Frontline Data • Activities, Hassles • Weekly Measure for each mid manager in each area related to the Critical Number and Theme Copyright 2003, Gazelles Inc

  16. Establishing Weekly Measures • Guidelines for communicating the measures • Line or bar Graphs (not spreadsheets) • Forecast line (best guess at where we should be) • Update daily or weekly • Visible location with large graphs for instant analysis Copyright 2003, Gazelles Inc

  17. Meeting Rhythm • Daily—Where we are today • Every employee in some sort of short daily huddle • Weekly—Improving what we do • Most employees in longer weekly huddles • Monthly—Learning and reviewing • Mid Managers in monthly huddles • Quarterly—Communicating new directions • All company meetings once a quarter Copyright 2003, Gazelles Inc

  18. Meeting Agendas • Review Daily Huddle Agenda – set times for each manager’s group • Review Weekly Huddle Agenda – set times for each manager’s group • Review rest of Annual Calendar of meetings – monthly, quarterly, annual Copyright 2003, Gazelles Inc

  19. Summary Session Two • Top 5 and Top 1 of 5 – Establish quarterly for company, department, and individual • Be Data Driven – Establish Daily/Weekly Metrics • Establish Meeting Rhythm Copyright 2003, Gazelles Inc

  20. Notes for Facilitatorfor Session Three • For the third session you will need to print out the following forms from the Implementation Kit diskette • Hassle Logs • Problem Solving Guidelines • 3I Program Document – alternative to Hassle Logs • You will also need the results of your Start Stop and Keep Survey that you conducted prior to attending the Senior Management Session Copyright 2003, Gazelles Inc

  21. (insert your company name) andRockefeller Habits Mid Managers Session Three

  22. Today’s Agenda • Good News Stories • Hassle Log and/or 3I Program • Problem Solving Guidelines • Planning Next Quarter • The Planning Pyramid Organizer Copyright 2003, Gazelles Inc

  23. Hassle Collection • Purpose: To capture customer and employee ideas, concerns, and issues for use in making it easier for customers to do business with your firm and easier for you to do your job. • Goal: Establish a rhythmic routine of fixes with results reported back. RHYTHYM! Copyright 2003, Gazelles Inc

  24. Hassle Exercise • Sort out data from of Start, Stop and Keep Survey. • Group similar items together • Identify quick-hit items, easy fixes, and fix them • Prioritize remaining items based on impact on Critical Number Copyright 2003, Gazelles Inc

  25. Create a De-hassling Process • How to collect them (Hassle Logs) • How to prioritize them • How to set up fix it teams • How to report progress • How to communicate results to everyone • Put Implementation Plan in place with deadlines Copyright 2003, Gazelles Inc

  26. 6 Guidelines for Problem Solving • Attack the highest priority hassles using the six guidelines • Look for Relevance • Be Specific • Address The Root (ask why five times) • Focus on What not Who • Involve everyone affected • No Backstabbing • Assign Accountabilities (Who, What, When) • Quick fixes too. Copyright 2003, Gazelles Inc

  27. Planning Next Quarter’s Pyramid • Pass out “Planning Pyramid Organizers” • Update all information • Assign team to determine Quarterly/Annual Theme • Determine Five and One of Five for next Quarter Copyright 2003, Gazelles Inc

  28. Summary Session Three • Act on Start, Stop, Keep Data. Implement “Hassle” Collection Process and/or 3I Program • Use Effective Problem Solving Guidelines • Establish Next Quarter’s Plan Copyright 2003, Gazelles Inc

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