Greetings HTG JumpStarter, - ConnectWise · Greetings HTG JumpStarter, Welcome to Omaha! ... HTG...

GreetingsHTGJumpStarter,

WelcometoOmaha!OnbehalfoftheentireHTGteamandcommunityIwelcomeyouto

theJumpStartMeeting.ThankyouformakingtheinvestmentinyourselfandinHTG.

JumpStartoffersyouanintroductiontoHTGPeerGroupsthatcanenhancethevalueyou

experienceinyourpeergroupmeeting.Ouragendaprovidesanorientation,education,

andsimulationformuchofwhatyouneedtosucceedgoingforward.

Moreimportantly,JumpStartallowsyoutointeractwithyourpeersandbuild

relationshipsthatlastalifetime.YouwillobserveandengageintheHTGculture,

especiallyrelatedtotheGo-Giver.Youwilllearnandexperienceourvision,mission,and

values.

Welookforwardtoyoucontributingtoourmeetings.Everyonehassomethingtoshare

andopportunitiestoimproveinlifeandbusiness.WiththesupportofHTGandyour

groupyoucanleadyourselftoplan,executeandgrowyourLegacy.

Enjoyyourexperience!

ConnieArentson

MemberServicesManager

2Updated6.7.17 ©HTGPeerGroups,2017

JumpStart

Contents

1. JumpStartAgenda

2. TheGo-Giver:TheFiveLawsofStratosphericSuccess

3. HTGTools&Resources

4. HTGPrograms&Services

5. HTGHandsThatGive

6. HTGtransformOfferings

7. IntroPhoneCallWithFacilitator

8. QuestionsAbouttheMPD

9. MemberPerformanceDashboard(MPD)(CompleteportionsduringDay2)

10. HTGQuarterlyGoalsTemplate(CompleteforDay2)

11. HTGBestPractice&GreatIdeaContestEntry(CompleteforDay2)

12. Questions,ChecklisttoPrepareforMeetingandNotes

13. YourHTGTeam

14. ServiceLeadershipOML©Levels

15. ServiceLeadershipPredominantBusinessModels©(PBM)

16. ExampleStratOpPlanonaPage

(SeeadditionalresourcesontheHTGHUBandHTGAnchorfileshare.)

HTGisaninternationalconsulting,coachingandpeergrouporganizationthatcultivatespersonalandbusinesssuccessbyIgnitingTransformation™.


HTGJumpStartAgendaTIME DESCRIPTION LOCATION

DAY0–ARRIVALSANDDINNER6:15pm Meetinhotellobbytowalktodinner/InformalIntroductions HotelLobbyDAY17:00am Breakfast(onyourown;maybeincludedwithyourroom) MeetingRoom8:00am Kick-off,Introductionsand“OneThing”forMeeting8:30am CULTUREMODULE

� IntroductionofHTG’sculture� PlanningforSuccesswithHTG’s4Plans

10:00am Break10:15am TOOLSMODULE10:30am • P&LManagement&Benchmarking11:00am • ServiceLeadershipPresentation11:30am RELATIONSHIPSMODULE12:00pm Lunch-and-Learn(Vendor-MemberTBD)1:00pm LegacyPlanWorkshop2:00pm EntrepreneurialJourney2:15pm Break2:30pm DepartforHarlan3:30pm HTGHarlanOfficeTour,MeettheTeam,CultureandHistory Farm5:00pm DepartforOmaha&Supper6:30pm DinnerinOmaha(Vendor-MemberHostTBD) Restaurant8:30pm ArrivalatHotel;EndDay1 HotelDAY2–PEERGROUPMEETINGEXPERIENCE7:00am Breakfast(onyourown;maybeincludedwithyourroom) MeetingRoom8:00am Share“OneThing”LearnedfromDay18:15am MEETINGPREPARATIONMODULE8:45am MPD/GoalSettingWorkshop10:00am Break10:15am CompanyUpdateWorktime10:45am MockPeerGroupMeetingExperience

• MPD• CompanyUpdatePresentation• WorkingLunch• BestPracticeIdeaContest• ParkingBoard

1:30pm ENTREPRENEURIALJOURNEYMODULE• EntrepreneurialJourney• CurveJumping

1:50pm ExitTicketandGraduation2:00pm JumpStartMeetingEnds;DeparturesforAirport


TheGo-GiverCultureandCodeofConduct

1. FamiliarizeyourselfwiththeCodeofConduct.1) BePresent2) BeRespectful3) BeHonest4) BeConfidential5) BeOnTime6) BeAwkward

2. Respectthecultureandconfidentiality.

3. PreparetobeaGoGiver.

QUESTIONS&TAKEAWAYS


MemberPerformanceDashboard(MPD)Filloutforyourquarterlymeeting

https://HTG.managedservicesplatform.com

HTGHUBCommunityCommunicationPlatform

https://hub.htgpeergroups.com/home

AnchorFileSyncFileSyncPlatformwheregroupfilesaresaved

https://htgpeergroups.syncedtool.com

PlanningforSuccessHTG4PlansResourceLibrary&4PlansTemplates

http://www.htgpeergroups.com/pfsresources/


BusinessBuilderAcademyOnlineLearningPlatform

https://htg.managedservicesplatform.com/#/academy/goals

ServiceLeadershipEnteryourfinancialdata

DataEntryhttps://Service-leadership.quickbase.comResourceLibraryLocatedonAnchorHTG.GROUPJumpStart>ServiceLeadershipResourcesTrainingVideos:

1. Getting Started for HTG Members 2. Service Leadership Index®

Methodologies 3. Financial Data Entry Guidelines 4. What You Get & What You Do With

It 5. Top 10 Data Entry Errors

MeetingRegistrationRegistertoattendyourpeergroupmeeting

http://www.htgpeergroups.com/qX-us-registration/(BesuretochangetheXinthelinktothe

correctmeetingquarter,ieQ1,Q2,etc.)


HTGPrograms&ServicesGROUPNAME WHAT/WHO REQUIREMENTS

HTGempowerThesegroupsprovidebusinessowners/principalsaconfidentialandtransformativeenvironmentforpersonalandprofessionalgrowth,wheretrustedpeersusetheirrichlifeexperiencestobecomebettertogether.Meets4x/yr(Q1-Feb,Q2-May,Q3-Aug,Q4-Nov)

Employees:8FTPSA:ConnectWiseRevenue:$750k

HTGempower:sales

SalesExecutivegroupsaretargetedatfolksinyourSalesorganization.ThismayincludeAccount

Executives,BusinessDevelopmentManagers,SalesManagers,InsideSales,etc.

DesignedtodrivemanyofthecoreHTGconceptsofpeerinteraction,continuallearningandbestpracticesharing,accountability,goalsettingandplanningintothenextlayerofleadersinanorganization.Youdonothavetobepartofanowner’sgrouptosendyourServiceorSalesExecutivetothesegroups.Meets2x/yr,SpringandFall,inChicagofor1.5daysplus2conferencecallsbetweeneachmeeting.

N/A

HTGempower:service

ServiceExecutivegroupsaretargetedatthepersonwhorunsyourServiceorganization.Thismay

includeServiceManagers,ChiefInformationOfficer,and/orChiefTechnologyOfficer.

DesignedtodrivemanyofthecoreHTGconceptsofpeerinteraction,continuallearningandbestpracticesharing,accountability,goalsettingandplanningintothenextlayerofleadersinanorganization.Youdonothavetobepartofanowner’sgrouptosendyourServiceorSalesExecutivetothesegroups.Meets2x/yr,SpringandFall,inChicagofor1.5daysplus2conferencecallsbetweeneachmeeting.(formerlySEPG)

N/A

HTGempower:UC

DesignedforcompaniesintheUnifiedCommunicationsspacewhoprimarilyfocusonvoicesolutions.TheyaresimilartotheHTGempowergroupsdesignedforITcompanies/MSPs.Meets4x/yratthesametime/placeastheHTGempowergroups.*

Employees:8FTPSA:none(CWrecommended)Revenue:$750k

HTGengage

Ablendofpeergroupsandconsultativetraining-meeting4x/yr.Duringthetwo-daymeeting,youwillspendsometimewithyourpeergroupinalearningenvironmentandsometimealoneinaconferenceroomtodiscussconfidentialinformation.Meets4x/yratthesametime/placeasHTGempowergroups.

Employees:6PSA:none(CWrecommended)Revenue:none

HTGemerge Thesegroupsaredesignedforsmallercompaniesandthosewhodon’twanttotravel.Meetsvirtually,12x/yrwith90-minutecalls.

N/A

HTGaccess During2017,wewillbereleasingaccesstoouronlinecontent. None

HTGtransformStratOp

StratOpgivesyouperspectiveonthestrategic,financialandoperationalpartsofyourbusiness.WithStratOp,yourentireteamwillbefocusedonthesamemissionandvision,andhaveaclearplantoexecute.TransformyourbusinesswithStratOp.

N/A

HTGtransformLifePlan

LifePlanisasystemthatgivesyouperspectiveonyourlifebycreatingaLifePlanandputtingitintoaction.LifePlanisforpeoplewhowanttomaketheirgreatestcontributionandlivethelifetheyweremeanttolive.Getunstuckandfeelwhatit’sliketolivewithpurpose.

N/A

AdditionalHTGtransform

Services

•BusinessHealthAssessment•JudgmentIndex/EngagementIndex•Coaching&ConsultingServices•CustomEngagements

N/A

*Dependingongrowth,theUCgroupscouldpossiblymeetatadifferentpropertythanHTGempowergroups.


StratOpStrategicPlanningSystemforBusiness

http://www.htgpeergroups.com/stratop/

LifePlanStrategicPlanningSystemforLife

http://www.htgpeergroups.com/paterson-center-lifeplan/

Coaching

HTGcoachesdon’tsolveproblemsforyou,butratherengageyouinawaythatallowsyoutodiscovertheansweronyourownthroughthoughtful,deliberateinteractionandquestioning.Coachinghelpspeoplelearntothinkandsolveproblemsontheirown.

• PrivateExecutiveSessions• GroupLeadershipSessions• TeamCommunication• EmployeeEngagementAnalysis

[email protected]

Consulting

HTGconsultantscanassessasituationandprovideoptionsorprescriptiveguidancebasedontheirexperiencetosolveproblems.Theyareabletoguideacompanyandhelpovercometheircurrentchallenges.

• Strategy/BusinessPlanning• BusinessandOperationalAnalysis• ServiceDeliveryTeamDevelopment• TransitionManagement• M&ADueDiligenceConsulting

[email protected]


IntroPhoneCallwithFacilitator

• Reviewlistofgroupmembersandgroupculture

• Microboards(usevariesbygroup)

• BestPracticeContest(usevariesbygroup)

• Sharegroupuseoftools(Anchorfolderstructure,HUBgroups)

• Discussfacilitatorrole

• Confirmmeetinglogistics

• Setexpectationsforperformanceandsuccess

• Introduceupcomingmeetingagenda

• CoachonCompanyUpdateandMPD


MPDFAQs&WorkshopWhatareMPDs? TheMemberPerformanceDashboard(MPD)isthetoolutilizedby

HTGempower&engagegroupstogivetheirquarterlyupdate.

WhyuseMPDsinpeergroups? TheMPDstandardizesthepresentationandinformationsharedacrossHTGmembers.

WhodeliversMPDs? You!EachHTGempower&engageattendeedeliversanMPD.

WheredoIsavemyMPD? SaveitonthisfolderinAnchor:HTG.GROUPXXPrincipals>MPD>CompanyFolder

WhendoIsubmitmyMPD? Wednesdaybeforethemeeting

HowdoMPDsfitwithgoalsand

plans?Goalscomefromthe4Plansandareupdatedeachquarter.Membersareaccountabletocompletetheirgoalsbeforethenextmeeting.

HTGMPDQuestionsandScorecardsUpdated3/27/17.Finalwordingsubjecttochange.

QuarterlyMeetingInputQuestionnaire(“Questionnaire”)1. FirstName,LastName,CompanyName

2. Whatareyourmostimportantgoalsduringthecurrentmeetingquarter?(Canhave4goals)

3. Whatwereyourmostimportantgoalsduringthepreviousquarter?(Canhave4goals)

4. Whatwentwellinthepastquarter?

5. Whatcouldhavegonebetterinthepastquarter?

6. Whatareyourfinancialtargetsforthisyear?(Revenue$andEBITDA%)


7. WhatareyourBusinessValueTargets(BVT)andyourPersonalWealthTargets(PWT)?(Target$,Actual$andExpectedYear)

8. Enterfinancialdataforthelastfullquarterbeforetheupcomingmeeting.a. Revenue(TR1)b. ProductGM%(F15)c. ServiceGM%(F18)d. W2Multiple#(SR10)e. CostofSales%(ER1t)f. G&AExpense(ER10t)g. EBITDA$(IS4)h. EBITDA%(IS5)i. AdjustedEBITDA%(IS5a)

9. WhatisyourOperationalMaturityLevel™(OML)?

10. WhatwillpreventmefromhittingmyANNUALtargets,BVT,andPWTobjectives?

11. MyprimarychallengesthisQUARTERare:

12. IneedgroupinputonmyOneBigThing:

13. Entertheoneactivityyouwillcompletenextforeachplan:a. Businessb. Leadershipc. Legacyd. Life

14. Iwanttothankthesemembers:


HealthAssessmentScorecardsResponsesinAprilforQ2meetingarescoredasQ1responsestomatchQ1financials.1. Life/WorkScorecard(CompletedbyCEOormeetingattendee.)

Scoring:1=StronglyDisagree;10=StronglyAgree

1. Iamabletomanagemytimewithoutdistractionorbecomingaslavetomyschedule.2. Imanagestressanddiscouragementthroughrest,recreation,andreplenishment.3. Iamabletonarrowmyfocusdailybysettingclearlimitsandboundariesonmyambitionssoworkdoesnottake

overmylife.4. Ifeelcomfortablelivingasmyselfatwork,anddon’tfeelitnecessarytohideanypartofwhoIam.5. Iamabletomanageallmyresourcessuchastime,talent,energyandmoney,inawaythatmakesmefeel

successful.6. IfeelthatwhatIdoissignificantandmakesadifference.7. Ibelievemytalentsandabilitiesarewellalignedwithmywork.8. Idon'tstrugglemakingwork-relateddecisions.9. Iamabletoresolveconflictinvolvingofficepolitics,gossip,slander,favoritismandunfoundedcriticism.10. Iseemyworkasawaytoserveothers.

TotalPossible=100.Dashboardgraphictoshowscoreof0-100.

2. Family/SpouseScorecard(Completedbyfamilymember.)

Scoring:1=StronglyDisagree;10=StronglyAgree

1. Worksareasonablenumberofhoursonbusiness.2. Schedulestimeforexercise,hobbies,notjustwork.3. Makestimeformeandfamilyactivities.4. Rarelymissesfamilyactivitiesforwork.5. Bringsanacceptableamountofbusinessworkhome.6. Helpswithhouseholdresponsibilities.7. Schedulesvacationthatisnotaroundbusinessevents.8. Rarelychecksphoneduringdinnerandfamilyactivities.9. Supportsmyworkrelatedactivitiesequally.10. Trulywantsthebestformeandourfamily.11. Generalsatisfactionwithourrelationship.12. Makestime,plans,andarrangesfordates.13. Leadswellinourmarriageandfamily.14. Communicatesregularlyaboutourrelationship.15. Worksproactivelytoresolveissues.

TotalPossible=150.Dashboardgraphictoshowscoreof0-100.


3. Leadership(Manager/Employee)Scorecard(Completedbymanageroremployee.)

Scoring:1=StronglyDisagree;10=StronglyAgree1. Definesthevisionandsetscleardirection.2. Communicatesexpectationsclearlyanddirectly.3. Holdsselfandothersaccountableforcommitments.4. Listenswellandasksclarifyingquestions.5. Seeksfactsandmultipleperspectivesbeforedrawingconclusions.6. Effectivelysetsprioritiesandactsonthem.7. Understandsmycareergoals.8. Isadeveloperofpeopleandbuilderofteams.9. Createsasafeenvironmentandpromoteshonestfeedback.10. Managesconflicteffectively.TotalPossible=100.Dashboardgraphictoshowscoreof0-100.

4. Legacy(Personal/Business)Scorecard(CompletedbyCEOormeetingattendee.)

Scoring:1=StronglyDisagree;10=StronglyAgree1. Iunderstandmyuniquelifepurposeandliveitoutconsistently.2. IknowthelastingimpactIwouldlikemylifetohaveonothersandonmycommunity.3. Ihaveawill,financialandmedicalpowersofattorney,andhavechosenanexecutorformyestate.4. Ihaveplannedandcommunicatedthedesiresaroundmyfuneral.5. IcreatemyLifePlanthroughthelensofmyLegacyPlantoensureIambuildingtowardmydesiredlegacyeach

year.6. IknowwhatlastingimpactIwouldlikemycompanytohaveonmyteam,ourcustomers,andourcommunity.7. Myteamreviews,updates,andtestsourBusinessContinuity/DisasterRecoveryplanannually.8. Ihavedeterminedmybusinessexitortransitionstrategy.9. Ihavebusinessvalueandpersonalwealthtargetdatesandatimelineformybusinessexit.10. Ihavecommunicatedmybusinessandpersonallegacyplanstomyfamilyandteamofadvisors.TotalPossible=100.Dashboardgraphictoshowscoreof0-100.


HTGQuarterlyGoalsTemplate

Guidelines

• Goalsareassumedtobedueatthenextmeeting.Ifothermilestonesordeadlinesapplysuchasanendofyearcompanygoal,thenspecifythedateinthegoal.

• Preliminarygoalsshouldbesubmittedbeforethemeetingwithinputfromyourteam.Don’tsurprisepeopleinyourgrouporinyourcompany.

• Finalgoalswillbesetinthemeetingwithinputfromothermembers.• SetgoalsusingaframeworklikeSMARTgoals.(SeePlanning4Successbookorotherresourcesfor

definitions.)• Eachgoalshouldbealignedinsomewaywithoneofyour4Plans.No“shinyobjects.”• UnderstandthedifferencebetweenaGoalandaTask.Taskswillbecompletedwithoutgoalsetting.• GoalsareeitherCompleteorNotComplete(GREENorRED).Remember:“Do.Ornotdo.Thereisno

try.”

• Goalsnotcompletedmaycarryovertothenextquarterormaynolongerbeapplicable(notrecommended).

ContactNameandCompany

Goal#1

Goal#2

Goal#3

Goal#4Optional


HTGBestPractice&GreatIdeaContestEntry(Completethefieldsbelowthatapplytoyourentry.)

ContactNameandCompany

Opportunity/Problem/Story

Idea/Solution

Benefits/Value

ImplementationSteps

Challenges/Hurdles

ResourcesRequired

(Financial,People,Time,etc.)

AdditionalComments


JumpStartChecklisttoPrepareforYourFirstMeeting

• ReadGoGiverbook

• EngagewithyourFacilitatorandyourgroup;buildrelationships.Askifyouhavequestions.

• CompleteServiceLeadershipdataentryandreviewtheresultsbeforethemeeting.Developquestions.• YouwillreceiveaServiceLeadershipITCompanyOptimizer©(ITCO)invitationemail.Setup

ITCOaccessandcompleterequiredpre-dataentrySLIonboarding• SLIentryisfromthe5th-15thofthemonthpriortothemeeting

• FinishcompanyupdatePowerPointdeck

• PrepareMPDw/SMARTGoals

• MPDpreparationstartsaroundthe15thofthemonthpriortothemeeting

• BestPracticeContest–youmayusetheoneyoucreatedforJumpStart

• Confirmmeetingregistration.Makehotelandflightreservations.

• AttendyourMeetingandContentDay(recommended).


Questions,ThingstoDoandNotes


YourHTGTeamIfyouhavequestionsabouttheJumpStartProgramoronboardingtoyourgroup,pleasecontactyourfacilitator,ConnieArentson,orthecontactsbelow.WewelcomeyoutoHTGPeerGroups!

HTGMEMBERSHIPCONTACTSArlinSorensen,Founder/CEO ConnieArentson,[email protected] [email protected] 712-794-7983JoddeyHicks,BusinessDevelopmentManager MarshaGentry,[email protected] [email protected](Accounting) 712-794-7972 712-794-7077LaurieSorensen,LearningArchitect RandyGreer,CTO(HUB/AnchorSupport)[email protected] [email protected] 712-794-7956

25

Updated6.7.17 ©HTGPeerGroups,2017

LearningtoSpeakHTG| Here’salistingofsomecommonlyusedtermsinHTG.

BIC TermusedbyServiceLeadershipIndex®usedinfinancialbenchmarkingwhichrefersto“BestinClass.”

BIC-o-Meter Toolthathelpsmembersseetheimpactofdifferentfinancialvariablesbybeingabletochangeoneormorefinancial

inputs.

EBITDA Earningsbeforeinterest,taxes,andamortization(EBITDA)referstoacompany’s earningsbeforethedeductionof

interest,taxes,depreciationsandamortization.Itisafinancialindicatorusedwidelyasameasureofefficiencyand

profitability.

EntrepreneurialJourney Frameworkthatorganizesthematuritycycleofasmalltomid-marketbusinessintofourcommonstages.

HABU HighestAndBestUse

HTG HeartlandTechnologyGroup

ITCO ITCompanyOptimizer—ServiceLeadershipIndex®sitewithtoolsandresourcesforHTGmembersprovidingtraining

forfinancialbenchmarkingandimprovingfinancialacumen.

JumpingCurves Theactionofassessingifaserviceorproductisindeclineandchoosingtoinitiateachangethattransformsthe

business.

Lunch&Learn 45minuteinteractionbetweenanHTGvendormemberandapeergroup.Canbeusedtosharesubjectmatter

expertise,aswellastoeducatethegroupabouttheirproductsandofferings.Thefacilitatorofthepeergroupworks

hand-in-handwiththevendortosetthepresenterupforsuccessandalsotohelpmoderatetheconversationinthe

room.

MPD MemberPerformanceDashboard—Memberscompleteanonlineformbetweenreceivingtheirfinancial

benchmarkingbookandthemeeting.Thedatatheyenterpopulatesadashboardwhichisusedduringthemember’s

timetoshareabouttheirquarterwiththepeergroup.Additionally,membersemailaURLtootherstocompletea

Family/SpouseScorecardandaManager/EmployeeScorecard.

OML© OperationalMaturityLevel—Asystematic,provenmethodologyfordeterminingtheSP/MSPsmanagementteam’s

currentunderstandingofthefoundationalneedsofexcellentSolutionProvideroperations.ItalsoshowstheSP’s

managementteamthenextstepstolayingthatfoundationfromtheircurrentpointintheprocess.TheOML©

approachencompassesallaspectsofrunningaprofitableandgrowingSP/MSPbusiness.ItincludesMarketingand

Salesandtheirsupportingoperations;Serviceoperations;andbackofficeadministration.

ParkingLot Listoftopicsthatcomeupduringgroupdiscussionthataretabledforalatertimeinthemeeting.

QBR QuarterlyBusinessReport—TheinformationpresentedbyeachHTGmembercompanytotheirPeerGroupduring

thequarterlymeetings.

SeatattheTable ThisengagementallowsvendormemberstounderstandwhatITcompanyleadersstrugglewithonaday-to-daybasis

andhowtheycanhelp.OftentheinsightsofferedbyvendormembersduringtheseinteractionsareinvaluabletoIT

companymembersasvendorcompanieshavefarmoretrainingandexperience.

SL-I ServiceLeadershipIndex®—Thebroadestandmostdetailed,ongoingfinancialandoperationalbenchmarkof

SolutionProviders,developedby20+yearveteransoftheindustryandavailabletoSolutionProviderandchannel

executives.FormoreinformationaboutServiceLeadershipIncorporated,visittheirwebsitehere.

SMARTGoals Specific,Measurable,Attainable,Realistic,TimeBoundgoals

SP SolutionProvider

TheFarm TheHTGhomeofficesarelocatedontheSorensenFamilyFarminHarlan,Iowa.

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