Architecting Your Culture

WHAT: CEO Tools Workshop
WHEN: Thursday January 8, 2015 
WHERE: Suquamish Clearwater Casino Resort, Chico Room

Culture eats strategy for breakfast--you've heard the phrase, but how can you actually make sure your strategy doesn't get eaten by culture?  This workshop will help you learn more about your company's culture and you will learn step-by-step actions you can take to put the culture your company needs in place.

Join us for our January Excell CEO Workshop, which features one of our region’s top experts in employee performance, Laura Hamill, PhD, President of the Paris Phoenix Group. Laura brings a wealth of experience in working with both large and small employers on measuring and improving employee engagement and performance.

MEMBERS

Please arrive between 7:30a-7:45a for breakfast. Check in will begin promptly at 8a.  Please RSVP to Michele Bosworth by January 1, 2015 if you will be bringing employee guests.

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 – 10:30am.

EMPLOYEE GUESTS
Employee Guests are invited to attend the workshop; 8:50 am – 10:30am.

HOST:

Mike Hall of Hall and Company

WHERE WE WILL MEET:

Suquamish Clearwater Casino Resort; 15347 Suquamish Way NE, Suquamish, WA 98392

The workshop will be held in the Chico Room

Click HERE for Google Directions

TITLE OF WORKSHOP:
Architecting Your Culture

AGENDA:

Click here for the Agenda

QUESTIONS THE CEO SHOUD BE ASKING:

• Is our culture the one we need to have to achieve our strategy?
• How aligned are our values with our actual culture?
• Are we being intentional about our culture?

TAKEAWAYS:

• What is my role in architecting our company’s culture?
• Do we have the culture we need?
• What are some steps we can take to put the culture we need in place?

PRE-WORK: 

In preparation for the January session:

Bring your company’s values.  If you don’t have company values, come with at least 4 values that you think represent the most important norms, values, and beliefs of your company.

Bring a summary or picture of your business strategy (i.e., your plan for how you are going to achieve your business goals).

Be ready to discuss your answers to the following questions:

1. Are these still the right values?  If not, why not?  If so, how do you know?
2. Are the values aligned to and supportive of your strategy?
3. Are your values clear?  Would a new employee be able to understand what your expectations are from reading them?
4. Where do your company values “show up?

• on external website
• on intranet
• in hiring
• in company meetings
• in talent discussions (e.g., promotion, development, succession)
• other?

Click HERE for a printable document of the pre-work.

PRESENTER: LAURA HAMILL

Laura Hamill, Ph.D., has 20 years of experience architecting and implementing research and assessment strategies in organizations. Laura owns Paris Phoenix Group, an organizational research and assessment consulting firm. Before starting her own company, Laura worked for Microsoft for over 8 years, primarily as the Director of People Research, a team of organizational researchers. 

Examples of Laura’s work include developing customized employee engagement and organizational culture assessments, implementing culture change approaches, creating strategic competency models for leaders, managers, and employees, creating approaches to ensure effective acquisition/integration, and conducting research to better understand employee perceptions of organizational strategy.  

Laura has a Ph.D. in Organizational Psychology, and has led major strategy efforts for companies like Microsoft, GoDaddy, Concur, Avanade, and Limeade.

Laura Hamill, Ph. D.

Paris Phoenix Group

laura.hamill@parisphoenixgroup.com

425.246.2937

  

Work Your Business Plan CEO Retreat

WHAT:  December CEO Retreat

WHEN: December 11, 2014

WHERE: Pacific Northwest Title and Escrow, Silverdale

December is our Members Only ~ Work Your Business Plan CEO Retreat 
It will be a slightly different format and will include lunch plus an afternoon session. Please come prepared with your Power Point presentation, BHAG goals and desires for your Excell Kitsap group norms. Roni Leeds Shapiro, the new SVP of Operations will be in attendance.

We will meet at Pacific Northwest Title: 2021 NW Myhre Rd #300, Silverdale WA 98383

Click HERE for Google Directions

AGENDA FOR DECEMBER

7:45 AM                    Breakfast and Social Time   

8:00AM-12:00PM     Work Your Business Plan

12:00-12:30PM         Lunch hosted by Chris Rieland

12:30-2:00PM           Group mission and norms

Addressing Complexity as You Grow: The Challenge of Communication

WHAT:  November CEO Tools Workshop

WHEN: Thursday November 13, 2014

WHERE:  Scout Cafe,  Bremerton

Join us in November as we continue our October workshop discussion on communication.

Communication is the lifeblood of organizational health, and is challenging even in the smallest organizations. As your business grows, your focus and planning on communication as a critical growth strategy is essential.

In this program we will work on:

• Understanding the critical need for communication
• Understanding the various modes of communication
• Recognizing what shifts or changes in communication as the organization grows.
• Creating a specific set of plans and goals to make communication in your organization better, and to sustain it and enhance it as you try to keep the organization “on the same page.

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by October 31, 2014 the names and e-mails for employee guests or Member Candidates who will be attending the event. 

MEMBER CANDIDATES:

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

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by October 31, 2014, 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 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Ben Anderson of Art Anderson Associates.

WHERE WE WILL MEET:

Scout Cafe and Honor Bar, 1223 McKenzie Avenue Bremerton, WA 98337.

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Addressing Complexity as You Grow:  The Challenge of Communication 

QUESTIONS CEO'S SHOULD BE ASKING:

• What have I tried, so far, to communicate my vision and our plans?
• What communication tools have worked in the past?
• How do I continue to communicate effectively as my organization grows?
• What are the modes and techniques of communication that will serve to keep my organization on the same page?
• Communication is a strategy, just as much as marketing, or technology, or capital planning. It’s just as important as anything else and deserves a focused and alert management approach.

 TAKEAWAYS:

• Understanding communication as a core strategic issue
• Creating a game plan for communication as their organizations grow and expand
• Understanding their personal role in communication strategy
•  Identifying the needs that are currently present in your organization
• Five key best practices for communication

PREPARATION:

For New Participants:

• Your communication plan, if you have one and, if you don’t have one, think about what your goal would be if you had such a plan.  
• An Organization chart 

For those that attended the October Workshop: 

• Come prepared to discuss your insights related to your 30-day commitments.

PRESENTER:  Jim Hessler

Jim Hessler brings over 25 years of business management and executive leadership experience to Path Forward, which he founded in 2001.

Jim has been an award-winning salesman, sales manager, general manager, and executive. He has specialized in turning around underperforming operations, and in the mid 90’s he helped lead a massive national reorganization for a Fortune 150 company.

Jim’s experience in general management has resulted in broad and deep knowledge of nearly all aspects of a well-run business. From building and managing a sales organization, to managing complex inventories and delivery systems, to generating vision and trust in demoralized organizations, to leading complex restructuring efforts, Jim has earned a depth of knowledge and insight that serves his Path Forward clients exceedingly well, regardless of the leadership challenges they face.

Jim lives in Issaquah, Washington, and has been married for 32 years to Paula Weiss, a teacher in the Issaquah School District.

Addressing Complexity as You Grow: The Challenge of Communication

WHAT:  October CEO Tools Workshop

WHEN: Thursday October 9, 2014

WHERE:  Kitsap Bank, Bremerton

*note the location has changed to Kitsap Bank in Bremerton *

Communication is the lifeblood of organizational health, and is challenging even in the smallest organizations. As your business grows, your focus and planning on communication as a critical growth strategy is essential.

In this program we will work on:

• Understanding the critical need for communication
• Understanding the various modes of communication
• Recognizing what shifts or changes in communication as the organization grows.
• Creating a specific set of plans and goals to make communication in your organization better, and to sustain it and enhance it as you try to keep the organization “on the same page.”

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by September 26, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

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

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by September 26, 2014, 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 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Tony George of Kitsap Bank

WHERE WE WILL MEET:

Kitsap Bank Conference Room; 607 Pacific Avenue, Bremerton, WA 98337

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Addressing Complexity as You Grow:  The Challenge of Communication 

QUESTIONS CEO'S SHOULD BE ASKING:

• What have I tried, so far, to communicate my vision and our plans?
• What communication tools have worked in the past?
• How do I continue to communicate effectively as my organization grows?
• What are the modes and techniques of communication that will serve to keep my organization on the same page?
• Communication is a strategy, just as much as marketing, or technology, or capital planning. It’s just as important as anything else and deserves a focused and alert management approach.

 TAKEAWAYS:

• Understanding communication as a core strategic issue
• Creating a game plan for communication as their organizations grow and expand
• Understanding their personal role in communication strategy
•  Identifying the needs that are currently present in your organization
• Five key best practices for communication

PREPARATION:

• Your communication plan, if you have one and, if you don’t have one, think about what your goal would be if you had such a plan.  
• An Organization chart 

PRESENTER:  Jim Hessler

Jim Hessler brings over 25 years of business management and executive leadership experience to Path Forward, which he founded in 2001.

Jim has been an award-winning salesman, sales manager, general manager, and executive. He has specialized in turning around underperforming operations, and in the mid 90’s he helped lead a massive national reorganization for a Fortune 150 company.

Jim’s experience in general management has resulted in broad and deep knowledge of nearly all aspects of a well-run business. From building and managing a sales organization, to managing complex inventories and delivery systems, to generating vision and trust in demoralized organizations, to leading complex restructuring efforts, Jim has earned a depth of knowledge and insight that serves his Path Forward clients exceedingly well, regardless of the leadership challenges they face.

Jim lives in Issaquah, Washington, and has been married for 32 years to Paula Weiss, a teacher in the Issaquah School District.

Strengthening the Team by Planning for Your Absence

WHAT:   August CEO Tools Workshop
WHEN:  Thursday August 14, 2014
WHERE: Suquamish Clearwater Casino  

Leaders can create great value in their companies while reducing risk by making sure the business can operate just fine without active involvement by any one individual over a period of time; even when that person is the CEO! Having key knowledge locked in the mind of any single individual, including the CEO is risky for a company and stressful for many, including the CEO’s spouse or partner. 

Albert Einstein once said that, “everything should be made as simple as possible, but not simpler.”  This workshop is meant to inspire attendees to develop a plan with steps necessary to ensure business as usual happens when any one person is no longer able to function in their role.  This workshop will focus on the role of the CEO.

MEMBERS:

Members arrive at 7:45am for breakfast and Member check-in.

MEMBER CANDIDATES:

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

• Breakfast at 7:45am
• Check-in at 8:00am
• Workshop from 9:00am- 10:45am 
• Member issues from 11:00am- 12:00pm 

Please RSVP to Michele Bosworth by August 1, 2014, regarding your attendance. Please include what portion of the meeting you will attend so we can make arrangements for breakfast and materials.

EMPLOYEE GUESTS: RSVP BY August 1st

Employee Guests are invited to the workshop from 9:00am - 10:45am (please arrive by 8:50am and wait in the lobby to be brought into the room.)

HOST:

Mike Hall of Hall and Company

WHERE WE WILL MEET:
Suquamish Clearwater Casino-15347 Suquamish Way NE, Suquamish, WA 98392

The Workshop will be held in the Hawks Nest Board Room outside the lobby of the Hotel

Click HERE for Google Directions

TITLE OF WORKSHOP:

Strengthening the Team by Planning for Your Absence

AGENDA:

Click HERE for the agenda.

QUESTIONS CEO'S SHOULD BE ASKING

• Where does “risk” reside in the company, where you are the only person who has ownership of or knowledge regarding a key customer or vendor relationship; a specific job task or job functions? Is this risk you are willing to live with? 
•  If so, how are you quantifying risk and why is this level of risk acceptable? 
• If not, what are the challenges that you will need to overcome ensure bad things don’t happen (in your absence?) in these specific areas?
• What will your spouse or partner do if you are suddenly unable to run the company?

TAKEAWAYS

•  Why it is important to identify, quantify and where appropriate, mitigate business risk that resides within your company.
•  How to give your spouse peace of mind about how they can proactively become involved managing events in your absence.

PREPARATION

Bring a bullet point list of critical actions that you need to take that will help to ensure your company will survive and thrive if you were suddenly no longer serving in the CEO capacity. 

 

Information examples include:

1. a list of online access to certain websites; sign-on/passwords.  
2. Contact information for your banker, insurance agent, key customers and vendors.
3. Key contracts, loan agreements and covenants, and insurance policies. 

Process examples include: 

1. Who is in charge if you are no longer around, 
2. Who must be involved for developing and ultimately executing the plan, 
3. Who will communicate it 
4. What they will say?

PRESENTER: EARL BELL

EARL BELL is the author of, Winning in Baseball and Business, Transforming Little League Principles into Major League Profits for Your Company.  Earl is also founder of the Winning in Business Master Academy™.

Earl works with owners, business leaders and their teams, teaching them how to dramatically reduce the time it takes to improve profitability, customer experience, employee engagement and company value.  Earl believes that business is the ultimate game which should be fun; that winning in business is more fun than losing. He also believes that creating hero experiences for customers and clients is how companies can win consistently.

Earl has served in the Chief Financial Officer role for numerous companies throughout North America. His personal passion is youth sports and he has coached 28 teams since 2002.  Earl is a CPA, graduated from SU (Seattle University) with a BA in Accounting and from the MILL (Mercer Island Little League) with a Master’s in Youth Baseball.