Leadership & Personal Growth Strategies for Success
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LEADERSHIP PLAN
PART OF HTG’S 4 PLANS MODEL
PLANNING FOR SUCCESS
What win did you have
What win did you have
this quarter with your
this quarter with your
business plan?
business plan?
QUICK WINS
QUICK WINS
This Photo
by Unknown Author is licensed under
CC BY-ND
3 CAVEATS
Honoring Your People
The thrill of the search
What are you looking for?
This Photo
by Unknown Author is licensed under
CC BY-SA
This Photo
by Unknown Author is licensed under
CC BY-SA
From individual achievement and
From individual achievement and
affirmation to a quiet satisfaction of
affirmation to a quiet satisfaction of
knowing “I’ve got a piece of that success.
knowing “I’ve got a piece of that success.
I played a part.”
I played a part.”
MINDSET SHIFT
MINDSET SHIFT
THOUGHT TO CONSIDER
HTG’s mission is
We walk with leaders
in life and business
to help them reach their desired growth and legacy.
If you don’t know where you’re going,
If you don’t know where you’re going,
how can we help you get there?
how can we help you get there?
THOUGHTS TO CONSIDER
There are no perfect people.
We and those we lead are people.
You have gaps between your current leadership and your potential as a leader.
Each person you lead has a gap between their current performance and their potential.
PERSONAL LEADERSHIP GROWTH
What you need to do to grow
your leadership skills to achieve
your legacy?
2018: SMART Goal, Action Plan, Date
2018: SMART Goal, Action Plan, Date
Set 2 SMART Goals to grow your leadership:
Set 2 SMART Goals to grow your leadership:
1. Select 1 Domain (Personal, Business, or 5 Hats) where you have a gap
1. Select 1 Domain (Personal, Business, or 5 Hats) where you have a gap
2. What is one area you are muscling and feeling your way to success?
2. What is one area you are muscling and feeling your way to success?
DOMAINS
BUSINESS LEGACY
PERSONAL LEGACY
5 HATS (LEADERSHIP ROLES)
DEFINING SUCCESS
What does success look like for
your assigned role?
A good manager is [someone] who isn’t
A good manager is [someone] who isn’t
worried about [his/her] own career but
worried about [his/her] own career but
rather the careers of those who work for
rather the careers of those who work for
[him/her].
[him/her].
H.S.M. Burns,
H.S.M. Burns,
President of Shell Oil in 1950s
President of Shell Oil in 1950s
“
“
What does success look like for your
What does success look like for your
designated role?
designated role?
JIGSAW
JIGSAW
DEFINING SUCCESS FOR SALES
Sales Manager
Team Quota attainment
Team Development
Goal accomplishment (Tool integration, Quota,
Marketing and such)
Forecasting (For executive team)
Personal Development for
Manager. (Leadership training, life plan and
more)
Sales Reps
Individual Quota attainment
Appointments
Close % (of quotes)
Renewals
Sales Activities – Entering them in CW and such,
follow ups and Marketing activities
Personal Growth – Skills growth, Life Plan and
such
DEFINING SUCCESS FOR SERVICE
Service Manager
GM 50% on services
Customer Satisfaction (and a tool to measure
customer satisfaction)
Team satisfaction/morale/reviews/turnover
Technician
Billable Utilization (% of hours billable)
Billable Realization (Billable dollars)
Customer satisfaction
Timely documentation of tickets/time
Response time
First time fix
Professional growth (increase in skillset)
Dispatcher
Response time
Accuracy of ticket information
Customer Satisfaction
Service Board Cleanup (want no red on board
or older tickets hanging out with no action)
Tech utilization % if dispatcher responsible for
tech schedules
Timely ticket closure if dispatcher responsible to
close tickets for billing
Accurate billing if dispatcher responsible for
billing
DEFINING SUCCESS FOR FINANCE
Accountant/Bookkeeper
Data entry
Current (1-2 day backlog)
Consistent (few errors)
Meets deadlines (ex. Sales and Tax Filings;
Payroll)
Follows defined accounting processes
Procurement
1.
Processes orders and receipts according to
defined process
2.
Timely order and receipt processing
3.
Accurate invoicing and receiving (minimal or
zero credit memos)
BUILD MY TEAM
What investment you need to
make in your team to be able to
achieve your business legacy and
to help them achieve their
personal legacies?
HOW DO WE CLOSE THE GAP?
1. Define success.
2. Measure current performance.
3. Identify the gap.
4. Make a plan to grow.
5. Execute faithfully.
6. Over time the gap will narrow and then close.
Describe how the individual you
Describe how the individual you
manage or mentor is currently
manage or mentor is currently
performing.
performing.
Identify the gap to close.
Identify the gap to close.
Outline how you will help the
Outline how you will help the
individuals you invest in to close the
individuals you invest in to close the
gaps you identified.
gaps you identified.
3
3
. Create a Development Plan
. Create a Development Plan
Remember to put the definition of success
Remember to put the definition of success
in context of company vision.
in context of company vision.
“Objectives without the perspective of
“Objectives without the perspective of
vision become shackles.”
vision become shackles.”
- Hardin Byars
- Hardin Byars
(5 Question Clarity)
(5 Question Clarity)
A Note from Coach
A Note from Coach
BUILD YOUR TEAM
BUILD YOUR TEAM
YOUR COMPANY
YOUR HTG GROUP (MPD)
INVITE TEAM MEMBERS
INVITE TEAM MEMBERS
YOUR COMPANY
1. Go to Your Company Account
2. Click your picture in the upper right corner
3. Select
Company Profile;
scroll to bottom
1
1
2
2
3
3
Leadership Made Simple
Leadership Made Simple
4 Stages of Learning
4 Stages of Learning
https://htg.managedservicesplatform.com/#/academy/assets/6218
https://htg.managedservicesplatform.com/#/academy/assets/6218
LEADERSHIP PLAN
PART OF HTG’S 4 PLANS MODEL
PLANNING FOR SUCCESS
Explore leadership planning, quick wins in business, honoring your team, mindset shifts, and personal leadership growth tips. Understand the importance of setting SMART goals for growth and defining success in various leadership roles.
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Presentation Transcript
LEADERSHIP PLAN PART OF HTG S 4 PLANS MODEL PLANNING FOR SUCCESS
QUICK WINS What win did you have this quarter with your business plan?
This Photo by Unknown Author is licensed under CC BY-SA This Photo by Unknown Author is licensed under CC BY-SA 3 CAVEATS Honoring Your People The thrill of the search What are you looking for?
MINDSET SHIFT From individual achievement and affirmation to a quiet satisfaction of knowing I ve got a piece of that success. I played a part.
THOUGHT TO CONSIDER HTG s mission is We walk with leaders in life and business to help them reach their desired growth and legacy. If you don t know where you re going, how can we help you get there?
THOUGHTS TO CONSIDER There are no perfect people. We and those we lead are people. You have gaps between your current leadership and your potential as a leader. Each person you lead has a gap between their current performance and their potential.
What you need to do to grow your leadership skills to achieve your legacy? PERSONAL LEADERSHIP GROWTH
2018: SMART Goal, Action Plan, Date Set 2 SMART Goals to grow your leadership: 1. Select 1 Domain (Personal, Business, or 5 Hats) where you have a gap 2. What is one area you are muscling and feeling your way to success?
DOMAINS BUSINESS LEGACY PERSONAL LEGACY 5 HATS (LEADERSHIP ROLES)
DEFINING SUCCESS What does success look like for your assigned role?
A good manager is [someone] who isnt worried about [his/her] own career but rather the careers of those who work for [him/her]. H.S.M. Burns, President of Shell Oil in 1950s
JIGSAW What does success look like for your designated role?
DEFINING SUCCESS FOR SALES Sales Manager Team Quota attainment Team Development Goal accomplishment (Tool integration, Quota, Marketing and such) Forecasting (For executive team) Personal Development for Manager. (Leadership training, life plan and more) Sales Reps Individual Quota attainment Appointments Close % (of quotes) Renewals Sales Activities Entering them in CW and such, follow ups and Marketing activities Personal Growth Skills growth, Life Plan and such
DEFINING SUCCESS FOR SERVICE Service Manager GM 50% on services Customer Satisfaction (and a tool to measure customer satisfaction) Team satisfaction/morale/reviews/turnover Dispatcher Response time Accuracy of ticket information Customer Satisfaction Service Board Cleanup (want no red on board or older tickets hanging out with no action) Tech utilization % if dispatcher responsible for tech schedules Timely ticket closure if dispatcher responsible to close tickets for billing Accurate billing if dispatcher responsible for billing Technician Billable Utilization (% of hours billable) Billable Realization (Billable dollars) Customer satisfaction Timely documentation of tickets/time Response time First time fix Professional growth (increase in skillset)
DEFINING SUCCESS FOR FINANCE Accountant/Bookkeeper Data entry Current (1-2 day backlog) Consistent (few errors) Meets deadlines (ex. Sales and Tax Filings; Payroll) Follows defined accounting processes Procurement 1. Processes orders and receipts according to defined process 2. Timely order and receipt processing 3. Accurate invoicing and receiving (minimal or zero credit memos)
What investment you need to make in your team to be able to achieve your business legacy and to help them achieve their personal legacies? BUILD MY TEAM
HOW DO WE CLOSE THE GAP? 1. Define success. 2. Measure current performance. 3. Identify the gap. 4. Make a plan to grow. 5. Execute faithfully. 6. Over time the gap will narrow and then close.
Describe how the individual you manage or mentor is currently performing.
3. Create a Development Plan Outline how you will help the individuals you invest in to close the gaps you identified.
A Note from Coach Remember to put the definition of success in context of company vision. Objectives without the perspective of vision become shackles. - Hardin Byars (5 Question Clarity)
BUILD YOUR TEAM YOUR COMPANY YOUR HTG GROUP (MPD)
INVITE TEAM MEMBERS 1 YOUR COMPANY 1. Go to Your Company Account 2 2. Click your picture in the upper right corner 3. Select Company Profile; scroll to bottom 3
Leadership Made Simple 4 Stages of Learning STAGE Novice Apprentice Journeyman Master COMPETENCE Unconscious Incompetence Conscious Incompetence Conscious Competence Unconscious Competence LEADERSHIP STYLE I do. You watch. I do. You help. You do. I help. You do. I watch. https://htg.managedservicesplatform.com/#/academy/assets/6218
LEADERSHIP PLAN PART OF HTG S 4 PLANS MODEL PLANNING FOR SUCCESS
