Establishing Big Hairy Audacious Goals for 2014

DECEMBER CEO WORKSHOP: DECEMBER 12TH, 2013

There are three foundational values to Excell Puget Sound (EPS) that set it apart from all other peer-to-peer groups and coaching experiences. The Excell Program is built around Integrity, Accountability, and Continuous Learning. One part of further developing your integrity, creating more accountability for yourself and those around you and a twelve month learning process, is the development of a BHAG and achieving it.  

A BHAG, or stretch goal, is important for a number of reasons; one key priority of BHAG goals is they become overarching initiatives that guide the big picture for your life and work for the year. Excell BHAGS, in both the development and the execution are designed to teach and reinforce leadership skills, while you model what you want in your business and life.  

What we will do at the December CEO Retreat is to take some time to clarify your ideas and finalize your BHAGS for the upcoming year.  We will then introduce you to a process we will follow throughout the year to increase the likelihood that you will achieve your BHAGS. 

MEMBERS:

Members arrive at 7:45AM for breakfast and member check-in.

Please RSVP to Michele Bosworth by December 2nd, 2013 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the entire event from 7:45am-12pm as their schedule permits. 

• Breakfast is from 7:45am-8:00am
• Check-in from 8:00am – 8:45am
• Workshop from 8:45am- 10:30am 
• Member issues from 10:30am- 12:00pm 

Please RSVP to Michele Bosworth by December 2nd, 2013, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS:

Employee Guests are invited to the workshop from 8:45 am - 10:30am.

HOST:

Mike Hall of Hall and Company

WHERE WE WILL MEET:

Clearwater Casino~ Hawksnest Boardroom; 15347 Suquamish Way NE, Suquamish, WA 98370

Click here for a link to Clearwater Casino direction page.

DIRECTIONS TO HAWKSNEST BOARDROOM:

Once you pull into the casino take a right and go down behind the parking garage. Once behind the garage you will see the hotel and you can park anywhere out there.

Walk into the hotel front entrance and walk straight through the lobby and take a right out the back doors and the Hawks Nest is the house out back.

The 2nd white door on the side, closest to the water is the Hawks Nest Meeting door entrance.

MAP:

TITLE OF WORKSHOP:

Establishing Big Hairy Audacious Goals for 2014

AGENDA:

Click here to view the agenda

PREPARATION

1. Chose a couple of personal (outside of work) and business issues that you want to address/close the gap around.
2. Think about the result you want to create this year (more family time or more employee engagement). 
3. What is getting in your way of doing what you want?
4. Complete the BHAG Worksheet.  Click here for the worksheet.

PRESENTER:  Dave Shapiro

Dave draws on his extensive leadership experience to mentor CEOs and business owners throughout the Puget Sound and West Coast. He helps his clients gain clarity about what is holding their company back and what will propel it to even greater heights. He gives them concrete steps that help them achieve their new goals. Some clients hire Dave to roll up his sleeves and work alongside them to accomplish those goals.

In addition to individual work with companies from San Francisco to Seattle, Dave is currently Regional Director and Group Leader for his Seattle based business, Excell Puget Sound. Some of the companies Dave has worked with through Excell include Gene Juarez, RAFN Construction, Cascade Designs and Apple Physical Therapy.

Prior to Excell, Dave owned, operated and sold a manufacturing company and was also hired by investors and owners to run a variety of successful ventures, including:

• Zat, Inc., a business-to-business application software development company
• PTS, Inc. (now Emerita) a health care products manufacturer and distributor
• Jet Stream, Inc. a catalogue company and distributor
• Capital Access, Inc. a boutique investment bank

In addition to this experience, David ran a program for commercializing technologies developed by University of Washington professors, leading to companies such as Sonicare.

Dave received his BA from the University of Michigan, Masters from Denver University School of Business and JD from Lewis and Clark College. He is a past board member for NCNM, a medical school, Jewish Center of Portland and a member of the allocations committee of the Jewish Federation of Portland.

His daughters attended Connecticut College and the University of Michigan and continue to make David kvell (be proud). An active swimmer and rower, Dave lives in the Seward Park / Mt. Baker area of Seattle with the love of his life, Roni, and their golden retriever, Kodak.