Clear, Transparent Goals & Strategies

1. Goals Strategies Tactics Clear, Transparent Goals & Strategies • Purpose: • To help you construct a growth plan which is straightforward, easy to update, and usable throughout the entire program. • To provide you with a construct which you can choose to cascade throughout your organization to enable a culture of transparency. This is a simple, very successful, template used by organizations of all sizes and shapes. The template is the last page of this document, Page 7. It looks like this picture to the right. All you do is click inside the boxes and type in your goals, strategies and tactics. Pages 2 to 5 explain how to go about it. Page 6 is a fully completed plan as an example.

2. Achieve $5 MM in 2006 in Sales for New Customers Achieve Increase in Customer Service of 50% Expand Product Portfolio with Two New Technologies Create a Culture of Passion to Achieve Goals Train and Guide Interns and New Hires Convince My Boss I’m Ready for Promotion Define Up To Four Growth Goals An ACOUNTABILITY GOAL is a simple statement of the growth in results you want to come from your leadership in 2005/6. Results are the outcomes (product) for which you are ACCOUNTABLE, i.e., things that will be counted in evaluating your 2005/6 growth performance). Examples Notice that that each goal above is OBSERVABLE and MEASURABLE. Start thinking about how to express your own 2005/6 growth goals in this way. Jot a few down. A RELATIONSHIP GOAL expresses the growth you need in relationships with people in your organization (not customers/suppliers) in order to enable a great performance by your team and/or those that influence you and your team. Examples These Relationship Goals are often, but not always, less measurable than Accountability Goals.

3. Accountability Goal 1 Accountability Goal 2 Accountability Goal 2 Relationship Goal 1 Accountability Goal 1 Accountability Goal 2 Relationship Goal 1 Relationship Goal 2 Four Growth Goals During Your EMBA : FOCUS on the few goals that yield the most growth. For the EMBA Program, you need to create at the top of the template on page 7 no more than four goals - at least two Accountability Goals and at least one relationship goal. Or

4. Increase Enrollment by 10% by Jan 2006 Build Team Spirit in the Management Team Provide State of the Art Equipment for Faculty, Staff and Students Vastly Improve My Management Team Meetings • Replace Office PCs that are >3 years old • Purchase additional equipment for anticipated growth • Increase space on servers for Research needs • Provide PDAs for Admin staff • Upgrade multimedia equipment in Bowls and Classrooms • Upgrade PCs in Computer Labs • Set out new ground rules for attendance. • Set up and circulate monthly agenda 48 hrs before meeting. • Use One-Page Game Plan in every meeting. • Record all agreements and actions and circulate to attendees. • Quarterly off-site meeting to revise One-page Game plan • Feedback after every meeting. Define Strategies & Tactics For Each Goal A Strategy is simply a statement of the primary* thing you are going to focus on to achieve your goal and Tactics are the clear steps in the plan to get there. Examples: Goals: Or Strategy: Tactics

5. Complete The Growth Plan For Your Team The template is the last page of this document. Simply click in each box and type. Start with the Goals and work across the top. Make sure that you have at least one Relationship Goal. Where does your growth start for 2005/6? Answer: In this conscious leadership focusing. Then think hard about what your main strategy needs to be to achieve each goal and work down the page beneath each goal typing the strategy and then the tactics you see necessary to follow that strategy. Don’t expect to be able to define the tactics too far into the future: Q1 2006 may be as far as you can see for now, perhaps even less. If you can’t decide your strategy or tactics right now, don’t worry. Leave it blank for now. The key thing for is to get focused on the few key goals. But think: What do you usually do when you don’t know what to do to achieve your goals? (The answer is not “I don't know.”) The next page is our Leadership Strategies 2005/6 Growth Plan. Note that we assign people responsible and completion dates to each tactic. However far you get, don’t forget to save the file, print it out (page 7), and keep it close at hand. Email the completed template to SPayne@Rider.edu

6. Expand all services to end -2004 clients by 30% • Perform end 2005/6 quality audit with each 2004 client via personal interview. (All Partners by 1/31) • Use audit as basis introducing broader services and for setting “Growth in Value” goals for 2005/6. (All Partners by 2/28) • Prepare simple list of broader service offerings with client references and testimonials for each (JW by 1/31) • Expand reach of monthly dinners to prospective relationships in existing clients (All partners - Q1) • Leverage existing client quality audit to seek introductions/referrals to new companies. (All partners by 2/28) • Meet with advisory Board Members and seek introductions to targeted organizations. (SP Q1) • Leverage relationships in PRCC and Rider U for introductions in NJ. (Partners in Q1) • Promote in-house speaking/teaching opportunities from book, CD’s. (DH) • Create recruitment event around the concept of “Future of Leadership Coaching” in US and UK (GS by 4/1) • Build short list of “respected” coaches from client interviews and Internet (DH) and approach personally to attend the event as prospective recruit. (DH, KB) • Revamp Induction and Training material to fit broader service portfolio. (DV by 1/31) • Set up two two-day Global training Events for 2005/6 – DH by 1/31 • Include UK leaders into weekly partner phone call once per month. (SP from 1/1) • Explore Inter-continental referral opportunities from European clients and vice versa. (ML and team in Q1) • The “Global Summer Picnic” Reykjavik? – DH • Consider Global bonus Scheme for 2006. (partners) LeaderX Growth Plan Develop the Power of Being a Global Partnership Expand “Key Client” base by 5 new organizations. Expand coaching staff by 2 senior/ 1 junior Goals Strategies Tactics Use Quality Work as a Lever to Expand Contact Base Target 10 NJ/NY/PA Companies of >0.5Bn with multiple access strategies Recruit Known Coaches Respected by Existing Clients to LS Partnership Bring global partners together in business development, training etc.

7. Tactic 1 for Strategy 1 here, remember they will change Tactic 2 • Tactic 3 • Tactic 4 • Etc. • Tactic 1 for Strategy 2 here • Etc • Tactic 1 for Strategy 3 here • Etc. • Tactic 1 for Strategy 4 here • Etc [Name of Organization or Department] 2005/6 Growth Plan 1st or Second Relationship Goal Type 1st Accountability Goal Here Here for 2nd (Keep them measurable!) Here for 3rd or 1st Relationship Goal Goals Strategies Tactics Primary Strategy Goal 1 here Strategy for Goal 2 Strategy for Goal 3 Strategy for Goal 4

8. TAIL HEAD I will be the leader who Creates many innovative new services….. …by uniquely combining creativity and customer insights GROWTH IMPACT GROWTH CAPABILITY

9. Goals Strategies Tactics Edge Assignment 1: Due October 10 1. In 25 words sttatte your Fish (as Word doc) 2. Prepare your 2005/6 Game Plan (as ppt doc) from the template Examples of Fish Game Plan Template