1. Introduction to Focus&Execute Focus&Execute Jeff.Call@att.net 801 541-5307

2. 1.Execution Gap 2.Why Focus&Execute 3.4-Phase Implementation

3. “Execution is a systematic way of exposing reality and acting on it. Most companies don’t face reality very well... that’s the basic reason they can’t execute.” (Ram Charan, Execution, pg. 22) 1. Execution Gap

4. Quality Care/Life Customer Loyalty Strong Financial Health Engaged Employees Leaders that Lead The Customer is #2

5. Q1Crises Deadline-driven projects, meetings, & reports Pressing problems Q2 Agree on priorities Set Goals Align expectations Measure results Review progress Q3 Other people’s failure to plan Other people’s unsolved problems Unimportant meetings Needless interruptio Needless interruptionsQ4BusyworkTime-wasters Important NotImportant You Choose Important vs. Not Important These 4 Quadrants were created by General Dwight Eisenhower and popularized by Stephen Covey in his book: The 7 Habits of Highly Effective People

6. Who are our key stakeholders and what are their needs? What is the G.A.P. between stakeholder needs and results? How do we routinely measure, analyze, and improve results? How well are we meeting stakeholder needs? Do we have graphs of our key result areas? How does the work get done? Do we have Action Plans linked to Goals? Are leaders 100% aligned with each other? Have leaders set goals aligned with strategic objectives? What are we doing to attract, develop, and retain the best talent? Are mission, vision, and values known and embraced? What are our strategic objectives/priorities? Effective leaders make sure all of these criteria at met.

7. Our Mission:  We help leaders execute strategy. Clients:  American Health Care Association  State Associations (CT, PA, MS, IL, UT, CA, WI, OR, WA, KY)  National & Regional Companies  Independent Owners  Benedictine Health System (using F&E to document their tangible evidence of progress toward the Baldrige Award) Our Products & Services:  Strategic planning/execution facilitation & coaching  Focus&Execute web tool  Workshops & Keynote Presentations Our Brand:  Parent company: MyInnerView  We are also a FranklinCovey Alliance Partner ( 7 Habits of Highly Effective People )

8.  Leadership, not software  A document is the tangible evidence of thought  First things first  You are perfectly aligned to get the results you are getting  Strategy is important, but it’s execution that counts  What gets measured, gets done

9. Web address: www.focusandexecute.comwww.focusandexecute.com User Name: demo Password: demo

10. Stakeholders Needs Strategic Objectives Goals Action Plans Execute Review / Scorecard Scorecard FocusFocus AlignAlign ExecuteExecute ReviewReview Closing the Execution Gap Closing the Execution Gap Stakeholders Strategy People Process Results Measure 4-Phases of Implementation: Meets Baldrige Criteria:

11. Phase 1: FocusPhase 2: AlignPhase 3: Execute Phase 4: Review Pre-Work Read Good to Great Pre-planning prep with CEO to: –Create agenda for planning session –Create draft Strategic Objectives & Scorecard –Agree on scope & schedule of implementation 2-day Strategic Planning Session with Leadership Team If involve the board, usually they join for Day 1 Understand stakeholders needs Do S.W.O.T. Agree on Strategic Objectives –4 or 5 broad statements of priority –1 to 5 year time horizon Continue 2-day Strategic Planning Day 2 with leadership team Build Scorecard Set Goals –2 or 3 under each Objective –1 year time horizon Create Action Plans –Aligned with Goals –Get specific about who will do what & when Cascade goal setting to other business units, locations, or facilities Execute Action Plans Leaders execute Action Plans Progress is documented in F&E web tool Board Approve Strategic Plan – Give the “Green Light” 30 days later, leaders meet to share their completed plans Leaders also report progress on their Goals & Action Plans Leaders prepare for this meeting by having their plans updated CEO reviews, reinforces, holds leaders accountable Outcomes: –100% alignment –What gets measured improves Present final plan to board for approval & get “green light” Monthly or Quarterly Business Review 30 days after Green Light Meeting Leadership Team continues to review progress in F&E web tool on a Monthly or Quarterly basis