4 Disciplines of Execution Overview Learning Event

Session Objectives Provide participants with the context for this initiative (why are we doing this?) Review at a high level the steps in the process (what exactly is it that we are doing?) Communicate additional resources for further study (where can I go to learn more?)

Setting the Context CIO Excerpts 'million to billion…we have to position ourselves to help the firm achieve this goal' 'we're very good at getting the ball to the 10 yard line, where we struggle is getting it over the goal line – it isn't pretty' 'we have to get better at executing…projects, goals, everything'

Setting the Context What the Experts are Saying An organization can have talented people and a superb strategy and still fail. And many do. The reason? It's rarely for a lack of smarts or vision. It's bad execution. As simple as that: not getting things done, being indecisive, not delivering on commitments. - Ram Charan, former Harvard Business School Professor and co-author of the book Execution: The Discipline of Getting Things Done

Setting the Context What else they are saying… A 2003 joint xQ survey of 12,000 U.S. workers conducted by FranklinCovey and HarrisInteractive the same survey we conducted back in January found that there are basically 4 breakdowns in execution: People don't know the goal. People don't know what to do to achieve the goal. People don't keep score. People are not held accountable for progress on the goal. "The greatest unaddressed issue in the business world today is the 'execution gap' – the gap between setting a goal and achieving it." - R. Charan

Setting the Context So, what were our xQ results? Basic facts: 27 questions (22 objective, 5 open-ended) 3 custom questions Results are reported for the organization as a whole, as well as for each division Results are anonymous Looked at 6 principles of execution with a measure on how well we focus on the our top goals And the survey says…

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

xQ Survey Results January, 2007

Setting the Context Bottom Line We are doing some things well – individual engagement – individuals feel valued and motivated (commitment) individual commitment – individuals feel energized and committed to the direction we are taking (commitment), and organizational support - you are getting the support you need from IT’s senior leadership for the goals and priorities of your division (enabling)

Setting the Context Bottom Line …And other things not so well – team trust – providing a safe, win-win environment (synergy) organizational collaboration – smooth teamwork across functions (synergy), and team measures, quality – measures are tracked accurately and openly (accountability) This is our execution gap, the why we are doing this.

What we are doing 4 Disciplines of Execution Read pages 9-10 to accompany this slide

What we are doing 4 Disciplines of Execution App share to www.4disciplines.com discipline 1, 2, 3 and 4 Read pages 9-10 to accompany this slide

At all levels of the IT organization – top down What are we doing? We're practicing the (four) disciplines of execution: Focusing on our Wildly Important Goals (WIGs) Acting on the Lead Measures Keeping compelling Scorecards Creating a cadence of Accountability At all levels of the IT organization – top down

IT's Wildly Important Goals We are going to… meet or exceed customer expectations by receiving an overall customer satisfaction score of at least 4.3 by January 2008. meet or exceed customer expectations on 80% of our projects by January 1, 2008. create a high-trust, highly collaborative work environment as evidenced by an increase in the xQ synergy section from 50 to 60 by July 31, 2007. So what, right? What does that mean to you, right? This is just another flavor of the month initiative launched by those guys (and gals) in the ivory tower that will quickly lose momentum and speed – right?! Wrong. Not this time. Each Division met with their management teams at the end of February and defined their wildly important goals – the things they saw that were specifically within their circle of influence that would have the biggest impact of achieving these overall goals.

Division WIGs App share to intranet site and/or Sharepoint

The Big Picture This is not a stand alone initiative. It is really a part of a much larger picture, one that many of you already know some of the pieces – 7 habits, Good to Great.

How to Achieve Organizational Greatness EFFECTIVE INDIVIDUALS ORGANIZATIONAL GREATNESS GREAT LEADERS INSTITUTIONALIZED EXECUTION PROCESS Great organizations – those that achieve lasting, sustainable results have disciplined people (7 habits), disciplined thought (4 roles of leadership), disciplined action (4 disciplines of execution). So, all these things we have been working on over the past few years all do play into one, larger picture, or vision – to achieve organizational greatness. To go from Good to Great.

Home stretch… Additional Resources www.4disciplines.com – FranklinCovey website with a wealth of information and tools on this process http://www.gtus.com/viewtitle.aspx?id=60616 – our internal 4 disciplines site which houses all division WIGs, measures, scoreboards, commitments, etc. Kirk Halliday, Tom Balinski, Susan Collins – Execution Team Execution: The Discipline of Getting Things Done by Larry Bossidy and Ram Charan – the book this process is based on (Executive Summary from Business Book Review will be emailed to all learning event participants following this session)

In Summary… Provide participants with the context for this initiative (why are we doing this?) to address our execution gap part of our overall vision to become a great organization Review at a high level the steps in the process (what exactly is it that we are doing?) adopting the 4 disciplines of execution process into our IT culture Communicate additional resources (where can I go to learn more?) websites, in-house resources, book

Questions?