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SCALING UP™ BUSINESS TRAINING: PHASE I - QUARTERLY PROGRAM

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Inspiring Growth, Results & Accountability

Through the Scaling Up™ process, you’ll be trained on the tools necessary to achieve your growth goals, regardless of your business size or industry. Through this training partnership, we’ll help you focus on four major business decisions involving people, strategy, execution, and cash. More than 40,000 firms have found these teachings valuable and have increased business growth by utilizing the One-Page Strategic Plan, the Rockefeller Habits Execution Checklist, and the other tools described in the Scaling Up™ handbook.

How Does Phase I Work?

Each course in Phase I is executed in 4 quarterly modules, or areas of focus, which requires 32 hours of instruction and training, whether its online or in-person. Working in 8-hour sessions or two 4-hour sessions, the Champion Performance Staff will instruct 1 of 4 training modules each quarter to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Course: 1QA

Focuses on: One Page Strategic Plan, Rockefeller Habits Checklist, Creating Core Values, Talent Assessment

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Course: 1QB

Focuses on: Function Accountability Chart, Cash Acceleration Strategies, Power of One, Strengths, Weaknesses, and Trends

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Course: 1QC

Focuses on: Core Customer/ Brand Promise, Sandbox, Key Thrusts, Individual Plan: Priorities, KPIs & Milestones

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In pursuit of your goals, we will train the leadership team to clearly identify the goals and to develop and implement your One Page Strategic Plan. We will then help align your long-term business goals and the required short-term actions.

Who We've Worked With

We’ve been working with CEOs and Executives for 25 years and have delivered world class business training services to hundreds of businesses, including the following:

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Course: 1QA

The Phase IA course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

Quarter 1: Start Development of One Page Strategic Plan

OUTCOMES:
The team will...
1. Learn how the Four Decisions (People, Strategy, Execution, Cash) create a foundation for – business strategic planning.
2. Be trained to develop their One Page Strategic Plan based on these Four Decisions including 3 to 5 key thrusts for the next 3 years, 3 to 5 objectives for the current fiscal year and 3 to 5 Rocks for the current quarter.

ASSESSMENT:
Is the team able to...
1. Complete the draft One Page Strategic Plan with identified Key Thrusts, Yearly Objectives and Quarterly Rocks?

Quarter 2: Rockefeller Habits Checklist / WWW

OUTCOMES:
The team will...
1. LLearn how to evaluate the organization using the Rockefeller Habits Checklist.
2. Learn to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

ASSESSMENT:
Is the team able to...
1. Assess themselves to the Rockefeller Habits Checklist?
2. Each establish individual accountabilities?

Quarter 3: Create Core Values

OUTCOMES:
The team will...
1. Learn how to recognize values that are “alive” and contribute to organizational culture and growth.
2. Learn how to assess the effectiveness of their organizational values.
3. Learn how to review and/or create organizational core values that match the kind of culture and growth they are trying to build in their One Page Strategic Plan.

ASSESSMENT:
Is the team able to...
1. Identify and define the organizational core values?
2. Create or redraft core values that match their vision for growth?

Quarter 4: Talent Assessment

OUTCOMES:
The team will...
1. Learn employee profile types (A, B, C).
2. Learn how matching profiles, job positions and work tasks can contribute to or detract from building the organization.
3. Learn how to evaluate the employees reporting to them as A, B or C players.
4. Learn to place and hire employees more effectively in positions suited to their strengths.

ASSESSMENT:
Is the team able to...
1. Evaluate the relative capabilities of their team members and identify A, B, and C players?
2. Identify areas of improvement in employee placement and/or hiring?

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As you develop the One Page Strategic Plan, you will learn to identify specific needs within your company related to People, Strategy, Execution, and Cash. All businesses run best when these “Four Decisions™” are made correctly.

Course: 1QB

The Phase IB course introduces organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

Quarter 1: Function Accountability Chart

OUTCOMES:
The team will...
1. Learn how to evaluate the organization using the Rockefeller Habits Checklist.
2.Learn how to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

ASSESSMENT:
Is the team able to...
1. Determine who the accountable person is for each critical function identified?
2. Identify opportunities for improvement?

Quarter 2: Cash Acceleration Strategies

OUTCOMES:
The team will...
1.Learn about the Cash Flow Cycle and how it impacts potential for organizational growth.
2. Learn to evaluate the organization’s Cash Flow Cycle.
3. Learn to determine and execute the actions required to shorten it.

ASSESSMENT:
Is the team able to...
1. Define the Cash Flow Cycle?
2. Identify opportunities for improvement?

Quarter 3: Power of One

OUTCOMES:
The team will...
1. Learn how small changes (1%, 1 day) can drive more cash to the bottom line.
2. Learn how to review the income and expenses of the organization.
3. Learn how to recognize what small changes may have big impact on the organization’s cash flow.

ASSESSMENT:
Is the team able to...
1. Identify the income and expense sources within the organization that could be small changes with big impact?

Quarter 4: Strengths, Weaknesses & Trends

OUTCOMES:
The team will...
1. Learn how to identify organizational strengths, weaknesses
2. Learn how to assess what effects the identified external trends will have on the organization
3. Learn to determine and execute the actions required from this analysis.

ASSESSMENT:
Is the team able to...
1. Identify organizational strengths, weaknesses?
2. Identify potential effects external trends will have on the organization?
3. Determine potential actions required from this analysis?

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In preparation for potential business growth opportunities, we’ll provide training to help you identify the essential skills and knowledge needed to make the most of these opportunities. We’ll also take note of any knowledge gaps that may arise during this process and educate you on how to identify and rectify them.

Course: 1QC

The Phase IC course continues to introduce organizations to a unified approach to communication, leadership, and purpose that will improve efficiency and teamwork. Each trainee will work with the customized executive training tools they need to inspire action, results, and accountability towards the company’s larger vision.

Quarter 1: Core Customer / Brand Promise

OUTCOMES:
The team will...
1. Learn about the power of creating a brand promise that has meaning for the organization’s core customer.
2.Learn how to Identify the core customer.
3. Learn how to create organizational brand promises that matches organizational values and the core customer.

ASSESSMENT:
Is the team able to...
1. Identify the core customer and the needed organizational brand promises?

Quarter 2: Sandbox

OUTCOMES:
The team will...
1. Learn to assess the organization’s potential fields of play
2. Learn how to identify and execute any actions needed to effectively exploit the defined area.

ASSESSMENT:
Is the team able to...
1. Identify the organization’s field of play and any actions needed to effectively exploit the defined area?

Quarter 3: Key Thrusts

OUTCOMES:
The team will...
1. Learn about pulling out Key Thrusts to support strategic growth planning.
2. Learn to assess what Key Thrusts might be valuable for organizational growth for the next 3 to 5 years.
3. Learn how to identify and describe the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives.

ASSESSMENT:
Is the team able to...
1. Identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives?

Quarter 4: Individual Plan: Priorities, KPIs & Milestones

OUTCOMES:
The team will...
1. Learn about matching individual Priorities to support strategic growth planning.
2. Learn how to use Key Performance Indicators (KPI) and milestones in strategic growth planning.
3. Learn how to develop individual Priorities, KPIs and Milestones for the upcoming fiscal year.

ASSESSMENT:
Is the team able to...
1. Develop individual Priorities, KPIs and Milestones for the upcoming fiscal year?

Schedule a Discovery Meeting

Schedule a 30 minute discovery call with Executive Trainer, Ken Larson

This is not a sales call. This is YOUR call to talk about the challenges YOU are facing today. This is your chance to open up fully and completely in total confidence. I’m here to help YOU!

What People Are Saying

For me and my team, working with Ken Larson has been a transformational experience inside our organization. He is a strategic thinker, with a focus on accountability and bottom line results.
Brian Taylor
Chairman, CEO, Board Member & Investor
I first saw Ken Larson at a conference where he was speaking. His energy, approach and insight left a lasting impression. So much so that I engaged him as a personal coach. Ken helped me create a personal value and mission statement that I use to this day. These statements continue to guide me in my goal setting and in priority setting activities. Through the coaching process Ken helped guide me through the tough self work needed to get clarity on what is truly most important to me. It wasn't easy but with his help I arrived at a great result. I would happily recommend Ken to anyone looking for a personal Coach to help them with career and life direction decisions.
Conn Nicoll
Director Security Services, TELUS
As a member of Ken Larson's TEC group I have benefited greatly from his leadership of the group, and his guidance at an individual level. Ken has helped me identify and make exciting career changes in a comfortable yet forward thinking manner. For the TEC group, his expertise as a facilitator has allowed the group to function well in a highly effective arena for business and personal discussion and learning.
Susan Arnison
Operations and Finance Executive
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Champion PSI is based in Calgary, Alberta, but we work with clients all across Canada and the United States.

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