WEBCASTDemystifying Brilliant Execution:

A System to Operationalize Strategy

Featuring:Todd Garretson

Founder, Chief Strategist - CircleMakers

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

DEMYSTIFYING BRILLIANT EXECUTION: A SYSTEM TO OPERATIONALIZE STRATEGY

BackgroundToday’s Big Idea5 Building Blocks of High-Performing OrganizationsA System to Align and Mobilize6 Must-Have Meetings Tell-tale Signs That You’ve Made ItFree Gifts

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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.

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The Strategic Roadmap™

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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 Findingsinto Insights

2. Frame GrowthOpportunities

3. Craft your Strategy

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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

Strategy Development Strategy ExecutionB R I D G E1 2

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Where The Rubber Meets the Road

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PHASE 5: Strategic Execution(the action)

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1. Operationalize Strategy

2. Monitor & Drive Performance

3. Adapt and Enhance Strategy

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The Wait is Too Long

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SILOED

SCATTERED

INDECISIVE

DEFENSIVE

STAGNATION

MANAGING

Outcome

Symptom

s

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SAME PEOPLE + SAME PROCESS = SAME RESULTS

The Strategy Execution Problem (formula)

321

Operationalize

Create More Leaders

High Performing Organizations

4 5

ConstantlyCoach

Cross-functionalPerformanceAchievement

System™

Celebrate

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What does it mean to Operationalize Strategy?The process of embedding strategy and execution into the day-to-day life and operating rhythm of the organization.

Strategy Map‘strategic goals’

KPI Scorecard‘activities, behaviors & owners’

The KPI Scorecard

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Metric Description& Connect to

Strategic Goals

Monthly Performance

against STD and STRETCH Goals

Activities and Accountability

Score On-Track / Off-Track

(‘Critical Care’)© CIRCLEMAKERS LLC

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Performance Achievement System™

ORGANIZATION

New Insights

New Strategy

New Structure

Annual Activity

Strategic Goals, KPI Metrics, Metric Trees

(Organization)

Team KPIs and Goals

Individual KPIs and Goals

Rewards, Recognition and

Incentives

Monthly Activity

ExLT KPI Sessions

EDGE Monthly Achiever

Recognition [EDGE]

Weekly

Critical Care Cross-functional Work Sessions

Weekly Team Check-ins

60-90 Day Activity

ExLT KPI + Strategy Review

Session

Individual Coaching Sessions

[ICS]

Semi-Annual Activity

6-Month Team Development Plans [TDP]

45-Day Achievement Improvement

Plan [AIP]

ExLT Talent Review (Linchpin

+ HighPot)

Off-site Team-Building /

Leadership Retreat

8 Mobilizers

6 Conversations Meetings

www.circlemakers.co

2 Critical Conversations

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KPI Gap (monthly) ICS (60-90 days)

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Big Differences

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Before After

SILOED COLLABORATIVE

SCATTERED FOCUSED

INDECISIVE CONFIDENT

DEFENSIVE VULNERABLE

STAGNATION GROWTH

MANAGING COACHING

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SAME PEOPLE + SAME PROCESS = SAME RESULTS

The Strategy Execution Problem (formula)

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BETTER PEOPLE + BETTER PROCESS = BETTER RESULTS

If Only You Weren’t Afraid of Change

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Free gifts….

Services Portfolio

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todd@circlemakers.co

Solving the Challenges of Strategy Execution

20Proprietary and Confidential

Lack of Strategy Execution is Very Costly

$30B was spent on strategy consulting in 2016

70-90% of strategies fail to deliver

Resulting in $25B a year in waste

Human Capital Leadership Institute Why is Strategy Execution So Hard?L. Mellon

Proprietary & Confidential

Execution

Alignment

Accountability

Visibility

Collaboration

Current Tools Don’t Enable Drivers

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COLLABORATION

ACCOUNTABILITY

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Facilitates Collaboration

THE WHAT FOR WHO

ContributorsPlan BuildersResults ReportersResource Decision Makers

Drives AlignmentCreates VisibilityFosters AccountabilityFacilitates Collaboration

HOW

See it live: www.achieveit.com/demo

Q&A // Thank YouTodd Garretson, Founder & Chief Growth StrategistCircleMakers(404) 781-9003todd@circlemakers.cowww.circlemakers.co@circlemakersco (Twitter)

Pia Adolphsen, Product Marketing ManagerAchieveIt(800) 535-1559padolphsen@achieveit.comwww.achieveit.com@goachieveit (Twitter)

See the Execution Insight Platform live: www.achieveit.com/demo