Coaching for Vision and Mission: How to make them come alive!

WHAT:   November CEO Program
TITLE:    Coaching for Vision and Mission:  How to make them come alive!
WHEN:   Thursday, November 12, 2015 
WHERE: Kitsap Bank, Port Orchard        
              
How do you get your people to not only buy in, but to become genuinely excited about your vision and mission?  This highly interactive workshop will provide you with two concrete, hands-on coaching skills that you will be able to apply immediately to get your people fired up for your vision and mission.


MEMBERS
Members arrive at 7:30am for breakfast and check-in.  


MEMBER CANDIDATES    
There will be CEO Potential Member Candidates joining us for this workshop.
Potential Member Candidates are invited to the workshop and lunch; 10:30am-12:15pm.   

EMPLOYEE GUESTS
Employee Guests are invited to attend the workshop and lunch; 10:30am-12:15pm.  Please RSVP to Stacey Romero by COB on October 30, 2015 if you will be bringing employee guests.


HOST
Anthony George of Kitsap Bank


WHERE WE WILL MEET
Kitsap Bank
619 Bay Street
Port Orchard, WA  98366
Click HERE for Google maps.

AGENDA

Click HERE to view the Agenda


TAKEAWAYS

• You will learn (and practice!) how to use storytelling as a powerful leadership and coaching tool. 
• You will learn (and practice!) how to use metaphors as a powerful leadership and coaching tool.  

QUESTIONS THE CEO SHOULD BE ASKING:

• What were the strengths and weaknesses of my approach of coming up with my vision/mission/values? 
• What % of my people know what our vision/mission/values are? What % of those who know it truly ‘get it’? Why?
• What have I done that has worked to get people fired up and truly bought into my vision/mission/values?
• What metaphors and/or stories (if any) have I used to make my vision, mission, values come alive?

PREPARATION:
Please bring printouts of the following:

• Mission statement
• Vision statement
• Values statement

PRESENTER:

URS KOENIG, PhD, MBA  is the founder of Seattle-based RedPoint Leadership Coaching, that specializes in executive coaching and leadership development. His approach combines a successful track record as a leader in business, academia and competitive sports with strong professional leadership coaching and facilitation skills. Urs has coached 150+ leaders from businesses large and small helping them to lead more effectively, improve their bottom line, while finding more personal fulfillment in their career.

Urs' background include two years as a management consultant for A.T. Kearney/EDS, two years as the turnaround marketing director at Merriman, one of the Northwest’s largest investment advising firms.  Urs has also served as an adjunct professor at Seattle University where he taught business communication and as CEO peer group coach for Vistage International and Business Resource Services. He furthermore was an instructor at the U.S. Small Business Administration (SBA) business planning workshops.

Prior to this, Urs worked as a lecturer/assistant professor and research fellow at the University of Zurich/Switzerland and the Australian National University, Canberra/Australia.  As an assistant professor, he published 20+ original journal articles and book chapters and presented at more than 30 conferences. 

Urs is an accomplished ultra cyclist. Since 2002, he has won numerous ultra bike races (200 to 3,000 miles) and holds several course records. Prior to his ultra cycling career, Urs was competitive Nordic skier and coach for the Swiss University Ski Team for 15 years.  He regularly placed in the top three at Swiss Championships and won numerous university championships worldwide.


Clients

Vistage International, Equity Office, Port Blakely Companies, Recology/CleanScapes, University Mechanical Contractors, McHale Performance Testing, Business Resource Services, 42 Inc., Northern Lights Capital Group, Outdoor Research (OR)


Education / Certifications

Urs holds an MBA from the Australian Graduate School of Management, Sydney/Australia as well as a PhD from the University of Zurich/Switzerland.  He holds the following executive coaching certifications: Master Certified Stakeholder Centered Leadership Coach (2015), Certified Team Stakeholder Centered Leadership Coach (2015), Certified Executive Coach by Mary Beth O'Neil,  (2006), Certified Change Professional by Centerpoint (2002), Certified Master Coach by Dr. Suzanne Skiffington (2002).



Contact Information

Urs@redpointcoaching.com
(206) 372 8626
www.redpointcoaching.com




Excell would like you to know about additions to www.excellpugetsound.com. Check out our new blog area, here, where we are now posting the five (5) most relevant and talked about articles just published on “Leadership Development”.  What do you think?  Is it worth your time to “learn more about” the current buzz on “Leading”? If so, take a next step and sign up for the blog so you’ll have access to the most relevant insight to support you and your company (or teams).

September 2015 Work Your Plan

WHAT:  September CEO Retreat

WHEN:  September 10, 2015

WHERE: Suquamish Clearwater Casino Resort - Hawk's Nest Board Room

September is our Members Only ~ Work Your Business Plan CEO Retreat.

We will meet in the Hawk's Nest Board Room at the Suquamish Clearwater Casino Resort: 15347 Suquamish Way NE, Suquamish, WA 98392. 

Click HERE for Google Directions.

The casino is located just before the Agate Pass bridge going onto Bainbridge Island.  You may park in the garage or follow the road to the right around to the back parking area.  The Hawk’s Nest is a separate building out back of the hotel.  You will walk through the reception area, out the back door and the Hawk’s Nest will be to the right, past the pool area.  There should be a sign by the steps to the entrance of the meeting room that reads:  Hawk’s Nest Board Room.

Integrated Business Performance: Strategic Planning and Execution in Times of Uncertainty

WHAT: August CEO Roundtable

TITLE: Integrated Business Performance: 

Strategic Planning and Execution in Times of Uncertainty

WHEN: Thursday, August 13  2015

WHERE: The Resort at Port Ludlow, Port Ludlow WA

All too often, companies of all sizes fall prey to the insidious paradox known as “The Tyranny of the Urgent.”  Even worse, when an organization hasn’t taken the time to prioritize what it WILL do in a given fiscal period, then it almost certainly hasn’t taken the time to prioritize what it WON’T do, either.  In times of uncertainty, it is critical that an organization has the ability to focus: focus on the plan that achieves the strategic goals that move the business forward, BUT just as importantly, ignore the “noise” that sometimes sounds so deafeningly urgent, when in fact, it’s just a dubious distraction.  Learn how to plan the right big-bets in a way that keeps the team focused, while it maintains high-performance in the areas of trust, accountability and results.

MEMBERS

Please arrive between 7:30am-7:45am for breakfast. Check-in will begin promptly at 8:00am. Members will adjourn at 12:30pm. A breakfast menu can be found here. Please send your breakfast selection to Stacey Romero (staceyromero@excellpugetsound.com) by COB on July 30th.

MEMBER CANDIDATES

There will be CEO Potential Member candidates joining us for this roundtable.  Member candidates are invited to the roundtable from 8:50am-10:40am.

EMPLOYEE GUESTS

Employee guests are invited to attend the roundtable from 8:50am-10:40am.  Members bringing guests should RSVP to Stacey Romero by COB on July 30th with the names and emails for confirmed employee guests.

HOST

Diana Smeland, Port Ludlow Resort

WHERE WE WILL MEET

The Resort at Port Ludlow, One Heron Road, Port Ludlow, WA

Click here for Google Maps and Directions.

AGENDA

Click here for the agenda.

QUESTIONS THE CEO SHOULD BE ASKING

• Can your entire team consistently articulate the strategic narrative of the fiscal year?
• Does your team understand what they won’t be working on this fiscal year?
• If the market goes against you, does your team know the contingency plan to respond?

PREPARATION

30 day commitments

TAKEAWAYS

• The Horizon 3 Business Planning Paradigm
• Probabilistic Decision Making: Understanding ‘3-Deep & 2-Wide’
• “Model the World” Exercise
• What We’re NOT Doing This Year

PRESENTER

JAMES DEBRAGGA is an international entrepreneur and former Microsoft Corporation executive.  From small businesses to multi-national corporations, James applies his world-class business acumen and unique understanding of personal potential to transform the capabilities of a company’s most important asset - its people - and drive break-through results across corporate development, marketing, sales, organizational development and data-insight strategy.

Over two decades ago James began his career on Microsoft’s “digital factor floor” as a temporary employee answering product support calls for Windows 3.1.  A true example of “success rewards hard work,” he climbed from entry level to top executive and developed a passion for leading business, people, and change.  James has been instrumental in multiple start-up, hyper-growth, and turn-around businesses as well as the creation of elite international marketing and sales organizations.  Recognized for award-winning global product launches and product go-to-market strategies, James has also driven the transformation of some of the most trafficked global Internet properties, including http://www.windows.com

James has served as a technology industry spokesperson to the Wall Street financial analyst community and has appeared on multiple industry panels for technology including the Consumer Electronics Show in Las Vegas, Nevada.

Based in Munich, Germany, James currently leads DC1 Consulting, an international boutique management consulting firm focused on maximizing organizational capability in the business workplace.  A firm believer in authenticity and service to others, he utilizes his unique people and business skills, supported by the values of integrity and commitment, to serve as a passionate change-agent.  James is a trusted advisor to senior executives around the world, and widely considered a thought-leader in the area of enabling individuals and teams to become truly high-performance.  He publishes a management and professional development blog at http://jamesdebragga.com/, is a lecturer on Entrepreneurship and Venture Capital Investing at Seattle University and University of Washington - Seattle, and also a member of the European press.

JAMES R. DEBRAGGA | President | DC1 Consulting, Inc. |1001 Fourth Avenue, Suite 4500 | Mail Stop JWM | Seattle, WA 98154 | SKYPE ID: JAMESDEB | 206-618-1767 Cell

Integrated Business Performance - Strategic Planning & Execution in Times of Uncertainty

WHAT:   July CEO Tools Workshop
TITLE:    Integrated Business Performance 
               Strategic Planning & Execution in Times of Uncertainty
WHEN:   Thursday July 9, 2015  
WHERE: Pacific Northwest Title, Silverdale

All too often, companies of all sizes fall prey to the insidious paradox known as, “The Tyranny of the Urgent.” Even worse, when an organization hasn’t taken the time to prioritize what it WILL do in a given fiscal period, then it almost certainly hasn’t taken the time to prioritize what it WON’T do, either.  In times of uncertainty, it is critical that an organization has the ability to focus; Focus on the plan that achieves the strategic goals that move the business forward, BUT just as important, ignore the “noise” that sometimes sounds so deafeningly urgent, when in fact, it’s just a dubious distraction.  Learn how to plan the right big-bets in a way that keeps the team focused, while it maintains high-performance in the areas of trust, accountability and results.

MEMBERS:

Please arrive between 7:30a-7:45a for breakfast. Check in will begin promptly at 8a.  

Members will adjourn at 12:30pm. 

Please RSVP to Stacey Romero by June 30, 2015 with the names and e-mail addresses of confirmed employee guests who will be attending.

MEMBER CANDIDATES:

There will be CEO Potential Member Candidates joining us for this workshop. Potential Member Candidates are invited to the workshop from; 8:50 am – 10:40am.

EMPLOYEE GUESTS

Employee Guests are invited to attend the workshop; 8:50 am – 10:40am

HOST:

Chris Rieland of Pacific Northwest Title

WHERE WE WILL MEET:

Pacific Northwest Title; 2021 NW Myhre Rd #300, Silverdale WA 98383

The Workshop will be held in the Third Floor Boardroom.  

Parking: please park in the gravel area to the North of the building (parking in the front is reserved for clients).  

Click HERE for a map and Google Directions

AGENDA

Click HERE to view the Agenda

TAKEAWAYS

• The Horizon 3 Business Planning Paradigm
• "Model the World" Exercise
• What We're NOT Doing This Year

QUESTIONS THE CEO SHOULD BE ASKING:

• Can your entire team consistently articulate the strategic narrative of the fiscal year?
• Does your team understand what they won't be working-on this fiscal year?
• If the market goes against you, does your team know the contingency plan to respond?

PREPARATION:

• Click HERE to read The Uncertainty Principle by Thomas Koulopoulos.

PRESENTER:

JAMES DEBRAGGA is an international entrepreneur and former Microsoft Corporation executive. From small businesses to multi-national corporations, James applies his world-class business acumen and unique understanding of personal potential to transform the capabilities of a company’s most important asset – its people – and drive break-through results across corporate development, marketing, sales, organizational development and data-insight strategy.

Over two decades ago James began his career on Microsoft’s “digital factory floor” as a temporary employee answering product support calls for Windows 3.1. A true example of “success rewards hard work,” he climbed from entry level to top executive and developed a passion for leading business, people, and change. James has been instrumental in multiple start-up, hyper-growth, and turn-around businesses as well as the creation of elite international marketing and sales organizations. Recognized for award-winning global product launches and product go-to-market strategies, James has also driven the transformation of some of the most trafficked global Internet properties, including http://www.windows.com.

James has served as a technology industry spokesperson to the Wall Street financial analyst community and has appeared on multiple industry panels for technology including the Consumer Electronics Show in Las Vegas, Nevada.

Based in Munich, Germany, James currently leads DC1 Consulting, an international boutique management consulting firm focused on maximizing organizational capability in the business workplace. A firm believer in authenticity and service to others, he utilizes his unique people and business skills, supported by the values of integrity and commitment, to serve as a passionate change-agent. James is a trusted advisor to senior executives around the world, and widely considered a thought-leader in the area of enabling individuals and teams to become truly high-performance. He publishes a management and professional development blog at http://jamesdebragga.com/, is a lecturer on Entrepreneurship & Venture Capital Investing at Seattle University and University of Washington, Seattle, and also a member of the European Press.

JAMES R. DEBRAGGA | President | DC1 Consulting, Inc. |1001 Fourth Avenue, Suite 4500 | Mail Stop JWM | Seattle, WA 98154 | SKYPE ID: JAMESDEB | 206-618-1767 Cell

Work Your Business Plan

WHAT:  June CEO Retreat

WHEN: June 11, 2015

WHERE: Tim Ryan Construction

June is our Members Only ~ Work Your Business Plan CEO Retreat 

We will meet at Tim Ryan Construction; 19307 8th Avenue NE, Ste A, Poulsbo WA 98370.
There is plenty of parking on-site.

Click HERE for Google Directions

The Art of Creating a Psychologically Healthy Workplace

WHAT: May CEO Roundtable
WHEN: Thursday May 14, 2015
WHERE:  Martha & Mary; Poulsbo

In today’s 24/7 society, workplace pressures continue to mount with renewed productivity demands, information overload, and increasing pressure to balance work and home lives.  Despite all of this, many organizations have found ways to create healthier and happier workplaces. A psychologically healthy workplace fosters employee health and well-being while simultaneously enhancing organizational performance and productivity.

MEMBERS:
Please arrive between 7:30a-7:45a for breakfast. Check in will begin promptly at 8a.  
Members will adjourn at 12:30pm. 

Please RSVP to Michele Bosworth by April 30, 2015 with the names and e-mail addresses of confirmed employee guests who will be attending.

MEMBER CANDIDATES:

There will be CEO Potential Member Candidates joining us for this roundtable. Potential Member Candidates are invited to the roundtable from; 8:50 am – 10:40am.

EMPLOYEE GUESTS:

Employee Guests are invited to attend the roundtable; 8:50 am – 10:40am.

HOST:

Chad Solvie of Martha & Mary

WHERE WE WILL MEET:

Martha & Mary; 19160 Front Street NE, Poulsbo WA 98370

Click HERE for a map and Google Directions

TITLE OF ROUNDTABLE: 
The Art of Creating a Psychologically Healthy Workplace

AGENDA:

Click HERE for the Agenda

QUESTIONS CEO'S SHOULD BE ASKING:

• What is a Psychologically Healthy Workplace and why is it important? Your employees are your #1 strategic asset and by creating a psychologically healthy workplace, you are investing in their health and well-being which will ultimately pay off in terms of enhanced productivity and reduced healthcare costs.

•  How is it related to resilience and well-being? Well-being is one of the key attributes of a psychologically healthy workplace. Resilience tells us how easily we can bounce back from adversity.  Recent national surveys rank the state of WA #9 in the nation and Kitsap County in the top quartile of all WA counties. Learn why!

• What is your role as a CEO in building a Psychologically Healthy Workplace? CEO’s and other senior leaders play a major role in setting the foundation for a psychologically healthy workplace through these 5 practices:

o   Employee Involvement

o   Work-Life Balance

o   Employee Growth & Development

o   Health & Safety

o   Employee Recognition

Come and find out what the best of the best do in each of these arenas!

 TAKEAWAYS:

• Learn the 5 key practices that drive employee well-being and enhance organizational performance.
• Assess where your organization is today and where your best opportunity to make a difference lies.
• Find out how your organization can use this strategy as a competitive advantage to attract and retain key talent.

PREPARATION:

• 30-day committments

PRESENTER:  

Dora Summers-Ewing is the Managing Partner of EXIDEO Consulting, a firm dedicated to ensuring their clients have the leadership capacity needed to deliver results and achieve their strategic objectives. As an Executive coach and business psychologist, she works with leaders (at all levels) to accomplish this.

With over 20 years of experience, Dora’s industry expertise is broad and diverse and has spanned over four continents. She has worked with Fortune 500 clients in High Tech, Professional Services, Retail, Biotech, Financial Services, Energy, and Hospitality enterprises.  She has also worked with start-up organizations, family businesses, educational institutions, and nonprofit enterprises to build the needed capacity to sustain and grow their organizations. A well-known authority on leadership issues, she is a frequent speaker at international conferences on Executive and High Potential Talent Development and Strategic Change Management. Prior to joining EXIDEO, Dora was a corporate learning officer for a publically traded company, where she designed and implemented enterprise-wide programs to support Executive and Leadership Development, Succession Planning, Employee Engagement and Talent Management.

In addition, Dora spent 13+ years as a business psychologist for two global management consulting firms where she partnered with clients to translate their strategic challenges into desired results, both as a consultant and coach. Earlier in her career, she was the Director of two academic departments (University Career Center and Women’s Leadership Program) and an editorial board member for the Journal of Career Development. Today, she continues as an adjunct professor at her local community college.

Locally, she has served on the Board of Directors of five nonprofit organizations: Executive Service Corps, the Alzheimer’s Association of Western WA, Leadership Kitsap and two regional Humane Societies. She is also a pro bono consultant for 501 Commons, which provides management consulting services to improve the effectiveness of nonprofit organizations.

Dr. Summers-Ewing is a licensed psychologist and earned her Ph.D. in Counseling Psychology. She also has Masters’ degrees in Business Administration and Psychology. She has also achieved certification as a Senior Professional Human Resources leader through the Human Capital Institute.

Contact Info: 

206.842.5032

doctordora@me.com

info@exideoconsulting.com

The Art of Creating a Psychologically Healthy Workplace

WHAT: April CEO Tools Workshop
WHEN: THURSDAY April 9, 2015
WHERE:  Kitsap Bank, Port Orchard

In today’s 24/7 society, workplace pressures continue to mount with renewed productivity demands, information overload, and increasing pressure to balance work and home lives.  Despite all of this, many organizations have found ways to create healthier and happier workplaces. A psychologically healthy workplace fosters employee health and well-being while simultaneously enhancing organizational performance and productivity.

MEMBERS:
Please arrive between 7:30a-7:45a for breakfast. Check in will begin promptly at 8a.  
Members will adjourn at 12:30pm.

Please RSVP to Michele Bosworth by March 23, 2015 with the names and e-mail addresses of confirmed employee guests who will be attending.

MEMBER CANDIDATES:

There will be CEO Potential Member Candidates joining us for this workshop. Potential Member Candidates are invited to the workshop from; 8:50 am – 10:40am.

EMPLOYEE GUESTS:

Employee Guests are invited to attend the roundtable; 8:50 am – 10:40am.

HOST:

Tony George of Kitsap Bank

WHERE WE WILL MEET:

Kitsap Bank; 619 Bay Street, Port Orchard Washington 98366

Click HERE for a map and Google Directions

TITLE OF WORKSHOP: 
The Art of Creating a Psychologically Healthy Workplace

AGENDA:

Click HERE for the Agenda

QUESTIONS CEO'S SHOULD BE ASKING:

• What is a Psychologically Healthy Workplace and why is it important? Your employees are your #1 strategic asset and by creating a psychologically healthy workplace, you are investing in their health and well-being which will ultimately pay off in terms of enhanced productivity and reduced healthcare costs.

•  How is it related to resilience and well-being? Well-being is one of the key attributes of a psychologically healthy workplace. Resilience tells us how easily we can bounce back from adversity.  Recent national surveys rank the state of WA #9 in the nation and Kitsap County in the top quartile of all WA counties. Learn why!

• What is your role as a CEO in building a Psychologically Healthy Workplace? CEO’s and other senior leaders play a major role in setting the foundation for a psychologically healthy workplace through these 5 practices:

o   Employee Involvement

o   Work-Life Balance

o   Employee Growth & Development

o   Health & Safety

o   Employee Recognition

Come and find out what the best of the best do in each of these arenas!

 TAKEAWAYS:

• Learn the 5 key practices that drive employee well-being and enhance organizational performance.
• Assess where your organization is today and where your best opportunity to make a difference lies.
• Find out how your organization can use this strategy as a competitive advantage to attract and retain key talent.

PREPARATION:

Read and complete the Psychologically Healthy Workplace Questionnaire and bring it with you to the workshop.

Click HERE for the Psychologically Healthy Workplace Questionnaire.

PRESENTER:  

Dora Summers-Ewing is the Managing Partner of EXIDEO Consulting, a firm dedicated to ensuring their clients have the leadership capacity needed to deliver results and achieve their strategic objectives. As an Executive coach and business psychologist, she works with leaders (at all levels) to accomplish this.

With over 20 years of experience, Dora’s industry expertise is broad and diverse and has spanned over four continents. She has worked with Fortune 500 clients in High Tech, Professional Services, Retail, Biotech, Financial Services, Energy, and Hospitality enterprises.  She has also worked with start-up organizations, family businesses, educational institutions, and nonprofit enterprises to build the needed capacity to sustain and grow their organizations. A well-known authority on leadership issues, she is a frequent speaker at international conferences on Executive and High Potential Talent Development and Strategic Change Management. Prior to joining EXIDEO, Dora was a corporate learning officer for a publically traded company, where she designed and implemented enterprise-wide programs to support Executive and Leadership Development, Succession Planning, Employee Engagement and Talent Management.

In addition, Dora spent 13+ years as a business psychologist for two global management consulting firms where she partnered with clients to translate their strategic challenges into desired results, both as a consultant and coach. Earlier in her career, she was the Director of two academic departments (University Career Center and Women’s Leadership Program) and an editorial board member for the Journal of Career Development. Today, she continues as an adjunct professor at her local community college.

Locally, she has served on the Board of Directors of five nonprofit organizations: Executive Service Corps, the Alzheimer’s Association of Western WA, Leadership Kitsap and two regional Humane Societies. She is also a pro bono consultant for 501 Commons, which provides management consulting services to improve the effectiveness of nonprofit organizations.

Dr. Summers-Ewing is a licensed psychologist and earned her Ph.D. in Counseling Psychology. She also has Masters’ degrees in Business Administration and Psychology. She has also achieved certification as a Senior Professional Human Resources leader through the Human Capital Institute.

Contact Info: 

206.842.5032

doctordora@me.com

info@exideoconsulting.com