1. Executing Plans for Results getting things done in the organization
February 2, 2012

2. Our webinar will begin in a few minutes.
“Figuring out the right things to do isn’t nearly as difficult as continuing to do them over the long term.”
Our webinar will begin in a few minutes.

3. Executing Plans for Results getting things done in the organization
February 2, 2012

4. Our webinar will begin in a few minutes.
“Remember:
The problem for most of us isn’t knowing what to do… it’s doing it.”
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5. Executing Plans for Results getting things done in the organization
February 2, 2012

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“The greatest attribute for any business leader is perseverance.”
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7. Executing Plans for Results getting things done in the organization
February 2, 2012

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“All organizations are perfectly designed to get the results they are now getting. If we want different results, we must change the way we do things.”
Tom Northup
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9. Executing Plans for Results getting things done in the organization
February 2, 2012

10. Our webinar will begin in a few minutes.
“It’s useful to think of excellence in two broad categories:
Customer excellence and business excellence.”
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11. Executing Plans for Results getting things done in the organization
February 2, 2012

12. Our webinar will begin in a few minutes.
“Satisfied customers drive business success – and business success enables investment to satisfy customers.”
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13. Executing Plans for Results getting things done in the organization
February 2, 2012

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“Excellence is not a destination; it is a continuous journey that never ends.”
Brian Tracy
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15. Executing Plans for Results getting things done in the organization
February 2, 2012

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“We are what we repeatedly do. Excellence, then, is not an act but a habit.”
Aristotle
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17. Executing Plans for Results getting things done in the organization
February 2, 2012

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“People go in the direction leadership is walking, not pointing.”
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19. Executing Plans for Results getting things done in the organization
February 2, 2012

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“Every job is a self-portrait of the person who does it. Autograph your work with excellence. “
Unknown
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21. Executing Plans for Results getting things done in the organization
February 2, 2012

22. Our webinar will begin in a few minutes.
“Excellence is doing ordinary things extraordinarily well."
John W. Gardner
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23. Executing Plans for Results getting things done in the organization
February 2, 2012

24. Our webinar will begin in a few minutes.
“Discipline is the bridge between goals and accomplishments.”
Jim Rohn
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25. Executing Plans for Results getting things done in the organization
February 2, 2012

26. Our webinar will begin in a few minutes.
"Measure is the ability to mesh strategy with reality, align people with goals, and achieve the promised results.“
Larry Bossidy
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27. Executing Plans for Results getting things done in the organization
February 2, 2012

28. Our webinar will begin in a few minutes.
“The strategic agenda demands discipline and continuity; its enemies are distraction and compromise.”
Michael E. Porter
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29. Executing Plans for Results getting things done in the organization
February 2, 2012

30. Our webinar will begin in a few minutes.
“One of the major barriers to achieving lasting excellence is how little formal effort organizations put into learning how to execute strategy.”
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31. Executing Plans for Results getting things done in the organization
REMINDER:
START RECORDING
UNMUTE VOIP
UNMUTE PHONE
ENSURE SLIDES ARE BEING SEEN BY AUDIENCE
STARTING SLIDE
Hello and welcome to today’s webinar, Executing Plans for Results. Today we’ll be focusing on the barriers to plan implementation and execution and how the Six Disciplines software overcomes these barriers.
February 2, 2012

32. Your Presenter Matt Lauth Managing Partner Strategy Execution Advisors
Certified Business Coach
My name is Matt Lauth. I am the managing partner at Strategy Execution Advisors and I’ll be hosting today’s webinar.
Today’s webinar is being recorded and the presentation will be made available at the end of the webinar on our website.
To minimize background noise all phones have been placed on mute. Throughout the next hour, if you have questions or comments please submit them through the “Question” pane of the GotoWebinar application that is along the right side of your screen.

33. Executing Plans for Results
Results are factored by how well you plan and how well you execute your plans. Of the two, executing plans is the more challenging. Six Disciplines is a business management system that has automated the planning and execution of plans for the whole organization. During this webinar you'll learn:
How to implement your plans for maximum results.
How to manage the projects and teams responsible for getting work done.
How to deal with the surprises that occur during execution.
This is 1 hour of your time that will give you the information needed to implement a system to dramatically improve how your organization plans, communicates and executes toward its goals.
I want to take a moment to review the goals I’ve set for today’s webinar. By the end of our 60 minutes I want you to come away with clear answers to the following:
1. Importance of employee satisfaction surveying.
2. How best to conduct the survey and when.
3. How to factor the feedback into strategy, planning and operations.

34. Poll Questions
© Six Disciplines, LLC All Rights Reserved.

35. I want to first start by using this diagram to illustrate the “systems” we have in our organizations. I would assume that everyone on today’s webinar has automated systems for managing your accounting, customer relations, R&D, inventory, production and HR.
These are all necessary and have a significant impact on productivity. What I find lacking though in most organizations is a systematic approach to planning and connecting activities to plans. This is usually done in a fragmented way and often still done manually.
© Six Disciplines, LLC All Rights Reserved.

36. © 2004-2007 Six Disciplines, LLC All Rights Reserved.

37. 7 Habits
© Six Disciplines, LLC All Rights Reserved.

38. Getting Things Done
© Six Disciplines, LLC All Rights Reserved.

39. Two Basic Challenges Planning – agreeing on our goals
Alignment
Communication
Accountability
Responsibility
Measurement
Executing – getting things done
Balancing work goals and life goals
Prioritizing
Focus
Dealing with change
Identifying and dealing with obstacles
Reporting progress

40. Six Disciplines Outlook Edition
Add-in to Microsoft Outlook
Central repository for all goals and plans of the organization
Balanced Score Card system for the organization, business unit, department and team.
Automatically creates work plans for each individual base on the goals & plans
Document management system to store supporting materials for each goal.
Performance management system to document individual and team performance

41. Secured Hostiing:
SSL Encryption of all data (same technology used by banks)
User ID/Password access required
Enterprise-level backup
Secured access datacenter
Redundant datacenters.

42. Outlook the central repository for these documents:
Calendar
Contacts
Tasks

43. Six Disciplines adds a new class of document to Outlook – Goals.

44. Goals can be organized into categories to form a Balanced Score Card

45. Expanding each section of the score card immediately shows goal performance

46. Each row in the Score Card is a goal.

47. Goals are a rich document with a variety of supporting attributes.

48. Measure allows a graphical view of the performance in goal attainment.

49. Action items are the “getting things done” activities
Action items are the “getting things done” activities. Action items are the detailed activities necessary to achieve a goal.

50. Progress History shows all the “point in time” views of the goal as it went from inception to completion.

51. The Time tab shows all the effort that went into accomplishing a goal.
NOTE: Tracking time is a best-practice of top performing organizations.

52. The Attachment tab stores all documents (and s) associated with a goal. You no longer have to hunt to find the document associated with a given project.

53. Creating a goal or action item, or attaching an to an existing goal, is as simple as reading an .

54. Calendar activities are connected to your goals and activities.

55. Create an Action Item, it shows up as a Task in Outlook
Create an Action Item, it shows up as a Task in Outlook. Create a Task in Outlook, it shows up as an Action Item in your plan.

56. People area shows each leader and team member in the organization.

57. Ongoing tab shows goals and measures critical for individual performance.

58. Onetime tab shows projects the person is involved in.

59. Administration tab shows overhead activities the individual has.

60. Workload tab shows all the time commitments by week to balance individual capacity.

61. Personal tab is for work-life balance goals
Personal tab is for work-life balance goals. Personal goals are secured to the individual.

62. Action Items, Time, Attachments and Performance Rating are a click away for each individual

63. Let’s Summarize Outlook add-in – easy and convenient to access
Goal repository – all goals are in a common location
Plans supporting goals – all plans (strategic and operational) in support a goal are in context of the goal.
Balanced Score Cards – for the organization, business units, departments and teams.
Individual Plans – each person knows what they need to accomplish to reach each goal.
Document Management – all documents, including s can be kept with the goal they support.
Hosted – access is universal, whenever you are in you are in your goals & plans

64. Are you satisfied with your strategic & annual operating plans?

65. Let us help you build a better plan!
No?
Let us help you build a better plan!

67. Let us help you execute your plan to realize maximum return.
Yes?
Let us help you execute your plan to realize maximum return.

70. Get Started Step 1: complete profile on website
Our Services | Productivity Software
Step 2: 1-hour kick-off meeting & software review
Step 3: Install software and complete training
Step 4: Document individual and team goals/plans
Pricing: $50/user; volume discounts apply
Includes 4 weekly coaching sessions at no additional cost

71. Upcoming Webinars

72. For more information and to register, visit:
Upcoming Webinars
February 2nd: Executing Plans for Results
February 9th: 360 Degree Feedback
February 16th: Performance Reviews
February 22rd: Balanced Score Card
March 1st: Strategy Maps
March 8th: Value Stream Maps
March 15th: Succession Planning
March 22nd: Benchmarking Performance
March 29th: Quarterly Review Process
Here’s a list of the upcoming webinars. Today’s webinar, along with the PowerPoint presentation slides will be uploaded to our website and will be available by end of day today.
You can visit our website to learn more and to register. Past webinars have been recorded and are available on the website at the URL listed.
For more information and to register, visit:

73. You can visit our website to learn more and to register for upcoming webinars. Past webinars have been recorded and are available on the website at the URL listed.

74. Thank You! Matt Lauth mlauth@sxadvisors.com (419) 348-8046
Thank you for attending today’s webcast. Here’s my contact information, please contact me to discuss how we can help your organization. It’s fitting for any organization, regardless of size or industry.
Now let’s answer some questions.
REMINDER: STOP RECORDING
Survey Questions:
1. How would your rate your overall satisfaction with the webinar? Excellent, Very Good, Good, Fair, Poor
Would you recommend this webinar to a colleague? Yes, No
What could we do to make webinars like this more effective for you? Essay response
What topics would you like to see covered in future webinars? Essay response
Matt Lauth
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