Leadership: The Need for Vulnerability to Create Trust in your Company

WHAT: March CEO Tools Workshop

WHEN: Thursday March 13, 2014

WHERE: The Inn at Port Ludlow

What is professional vulnerability and how does it relate to trust? Why do vulnerability and trust lead to accelerated results? In this CEO Tools Workshop Steve Schaefer, Vice President of Finance for Virginia Mason Medical Center will share the story of vulnerability and trust within his company, revealing how these two critical “soft skills” are being leveraged to transform health care. Using the books “Daring Greatly” by Brene Brown, “Five Dysfunctions of a Team” by Patrick Lencioni and “The Speed of Trust” by Stephen M.R. Covey, Steve will reveal how vulnerability leads to trust which leads to teamwork, which ultimately leads to speed…..all which are vital to sustaining success in a complex and ever changing business marketplace.

Shannon Bruce, Excell Kitsap Group Leader will partner with Steve to facilitate the discussion and provide participants with a practical tool to create a culture of vulnerability and trust in your company. The take way will support leadership development for the Exec and his/her team, acting as a foundation for improved relationships and enhanced performance and results.

MEMBERS:

Members arrive at 7:40am for breakfast and Member check-in.

Please RSVP to Michele Bosworth by February 28, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 7:40am-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 February 28, 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:

Diana Smeland of Port Ludlow Associates

WHERE WE WILL MEET:

The Inn at Port Ludlow; One Heron Road, Port Ludlow WA 98365.

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Leadership: The Need for Vulnerability to Create Trust in your Company

AGENDA:

Click HERE or the Agenda

QUESTIONS CEO'S SHOULD BE ASKING

1. What drives our fear of being vulnerable?
2. What price are we paying when we shut down and disengage?
3. How do we own and engage with vulnerability so we can create a culture of trust in our teams and companies?

 TAKEAWAYS:

1. An understanding as to why workplace vulnerability is critical to building a culture of trust.
2. A personal mindset shift around what it means to be more vulnerable as a leader.
3.  Practical strategies on how to create a culture of vulnerability and trust in your organization to improve both top and bottom line result in an ever complex and changing business climate.

PREPARATION:

1. On a scale of 1-10, with 1 being “none” and 10 being “high” how would you currently rate the level of VULNERABILITY present in yourself, your team and your organization. Circle the number that number that best applies to the following categories at this moment in time.

• Yourself 1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Team             1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Organization   1…..2….3…..4…..5…..6…..7…..8…..9…..10

2.    On a scale of 1-10 with 1 being “none” and 10 being “high” how would you currently rate the level of TRUST present in yourself, your team and your organization. Circle the number that number that best applies to the following categories at this moment in time.

• Yourself 1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Team              1…..2….3…..4…..5…..6…..7…..8…..9…..10
• Your Organization   1…..2….3…..4…..5…..6…..7…..8…..9…..10

PRESENTER:  Steve Schafer

Steve Schaefer is Vice President of Finance for Virginia Mason Medical Center in Seattle, Washington. In his role at Virginia Mason, Steve oversees many of the functions that support direct patient care.

Steve has received his certification to lead Lean workshops, and is one of a handful of employees at Virginia Mason who has graduated from the Kaizen Fellowship Program. As a result, Steve has spoken on VMPS throughout the company, to hospitals around the country and in Canada and to clinics around the world who come to Seattle to learn more about VMPS. He also speaks regularly on leadership topics intended for the growth and development of the VM management team.  Some of the topics he has presented are:  Leading Like Shackleton, Corporate Politics, Reflection and Leadership, The Need for Vulnerability, and The Five Functions of a Team.

As an adjunct professor at Northwest University, Steve teaches the senior level Business Ethics class. He is also on Board of The Center Foundation and Puget Sound Christian Clinic, in addition to being on the Finance Committee of NeighborCare Clinic.

Engaging and Retaining Employees Across The Generations

WHAT: February CEO Tools Workshop

WHEN: Thursday February 13th, 2014

WHERE: Tim Ryan Construction, Poulsbo

Good talent is tough to come by for small businesses; and once we have them, we have to work hard to keep them.  To do so, many companies implement innovative policies such as flex time, telecommuting, and perks to make the work environment more fun.  What are the pros and cons of such policies and what risks do they present to the business?   

MEMBERS:

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

Please RSVP to Michele Bosworth by January 31st, 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 January 31st, 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:

Dan Ryan of Tim Ryan Construction

WHERE WE WILL MEET:

Tim Ryan Construction; 19307 8th Avenue NE, Ste A, Poulsbo WA 98370

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:

Engaging and Retaining Employees Across The Generations

AGENDA:

Click HERE for the Agenda

QUESTIONS CEO'S SHOULD BE ASKING:

• Recent studies show that 70% of employees are "disengaged," which is very costly to companies.   CEOs must take action to create engagement among their employees to retain them.  These actions must be authentic to the company culture and meaningful to the employees. 
• Written policies are necessary to provide clear guidelines to employees as well as to mitigate risk to the employer.  CEOs must think broadly about what risks these "perks" create for the company.

 TAKEAWAYS:

• Understand the differences among employee groups’ perception of the work place based on their generational demographics.
• Share and learn what other “perks” other group members offer and their effectiveness among different employee groups.
• Understand key risks in non-traditional “perks” programs and the importance of clear documentation to mitigate these risks
   

PREPARATION:

1.  Inventory your employees and break them into generational categories based on birth year:   

• Traditionalist (1922-1945)    
• Boomers (1946-1964)     
• Gen X (1965-1980)
• Millennials (1981-2000)

2.     Inventory what policies and benefits you have implemented to attract and retain employees including traditional (PTO, benefits, 401k) and non-traditional (flex time, telecommuting, casual Fridays, parties, volunteer time)

3.     Review and bring your policies regarding non-traditional perks or benefits for discussion

PRESENTER:  Michelle Bomberger

Michelle Bomberger is the Founder and Managing Attorney at Equinox Business Law Group, a law firm that provides general counsel services to businesses.  Michelle’s background includes experience as a businesswoman, entrepreneur, and attorney across Fortune 500 companies and startups, giving her the depth and breadth in business to help her clients start, grow, and exit their businesses successfully.  Michelle provides pro-bono services to local businesses and non-profit organizations through Seattle University's Community Development and Entrepreneurship Clinic and Washington Attorneys Assisting Community Organizations.  Michelle is also a member of the Advisory Board for the Entrepreneurship Center at Seattle University and serves on the Board of Directors for the Center for Advanced Manufacturing Puget Sound (CAMPS) and The Forty (the alumni association of the PSBJ’s 40 Under 40).  In addition to her J.D. from Northwestern University School of Law (cum laude) and M.B.A. from the Kellogg Graduate School of Management, Michelle also holds a B.S. in Finance and Computer Applications from the University of Notre Dame (cum laude).

GET CLARITY™ FOR ORGANIZATIONS & TEAMS—SHIFT to ABOVE-THE-LINE CULTURE

WHAT: January CEO Tools Workshop
WHEN: Thursday January 9th, 2014
WHERE: Kitsap Bank, Port Orchard

When everyone on a work team is focused on creating an above-the-line culture, everyone benefits and grows while improving the engagement level of team members. An above-the-line culture creates energized, collaborative, dedicated and trusting co-workers who participate fully in the common purpose. 

With an above-the-line culture, employees are happier, which according to recent research posted by the Wall Street Journal and the iOpener Institute results in:

·      Employees stay twice as long in their jobs as their least happy colleagues,

·      Believe they are achieving their potential 2x as much,

·      Spend 65% more time feeling energized,

·      58% are more likely to go out of the way to help their colleagues,

·      98% identify more strongly with the values of their organization,

·      186% are more likely to recommend their organization to a friend.

An above-the-line culture is critical to address the crisis in companies. According to the State of the American Workplace: Employee Engagement Insights for U.S. Business Leaders,"(Gallup, 2013), 70% of workers are disengaged. Studies done by The Energy Project shows that workers today are exhausted, emotionally depleted, unfocused, and lacking purpose. It is no surprise they are disengaged when:

·      59% don’t regularly get at least 7-8 hours of sleep and/or often wake up feeling tired,

·      69% have difficulty focusing on one thing at a time and are easily distracted during the day, especially by email, and

·      58% say there are significant gaps between what they say is important in their life and how they actually live.

So what does this mean for you as a CEO/Executive? It means that the way we are working isn’t working. Consider this…

Do you or members of your team sometimes swirl in an eddy of negative thinking, focused on what isn’t working, only finding that you create the exact opposite result of what you want?

No one starts the day saying, “I am going to behave and act in ways that exhaust my energy and the energy of the people around me.” Sounds absurd doesn’t it? And yet, that is the net effect of what happens day in and day out in offices everywhere—people go home with their energy and enthusiasm drained and exhausted, having worked at less than optimal levels.

There is a secret to choosing to work with intention, passion and purpose. When we consciously choose thoughts that align all aspects of our work and life with what energizes us, we are more effective as leaders. The challenge is to have a process and methodology to keep you and your team intentionally focused and conscious throughout the day. Clarity’s Thought Changing System™ provides a simple, easy to use process to SHIFT your thought energy to be more effective.

In this workshop, we will explore what contributes to an above-the-line culture, create awareness about your energy and the impact your thoughts and behaviors are having on your team, while providing you with a practical methodology and tool to use daily to create a peak experience which leads to peak performance.

MEMBERS:

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

Please RSVP to Michele Bosworth by January 2nd, 2014 if you will be bringing employee guests or Member Candidates.

MEMBER CANDIDATES:

Member Candidates are invited to attend the event from 8:30am-12pm as their schedule permits. 

• Check-in at 8:30am
• Workshop from 9:00am- 11:00am 
• Member issues from 11:15am- 12:00pm 

Please RSVP to Michele Bosworth by January 2nd, 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 - 11:00am (please arrive a few minutes early 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; 619 Bay Street, Port Orchard, Washington 98366

Click HERE for a map and Google Directions

TITLE OF WORKSHOP:
GET CLARITY™ FOR ORGANIZATIONS & TEAMS—SHIFT to ABOVE-THE-LINE CULTURE

AGENDA:

Click HERE for the Agenda

QUESTIONS CEO'S SHOULD BE ASKING:

•  What am I doing to take responsibility for my energy and the impact it has on my team?
• Am I aware of the unintentional impact my thinking and my behaviors are having on my direct reports?
• What process do we need in place to support employees in engaging positively with one another?
• What systems need to be put in place to support team members to manage their own energy while also supporting relationship building with one another?
•  What are we doing to support employees in creating a culture of positivity/happiness?

 TAKEAWAYS:

•  Learn how to analyze your thoughts and behaviors and the impact it’s having on your team and organization.
•  Practice skills that will support intentional and aligned thoughts and actions to achieve improved business results.
•  Identify one clear action step that will support you in sustaining an above-the-line culture.

PREPARATION: 

1.    Invite a member of your Executive Team to join you at this meeting. This person will be your accountability partner around the commitments and daily practice that will be clarified during the meeting.

2.    Complete the Person Energy Survey HERE.

PRESENTER:  Shannon Bruce, CPCC, PCC

Shannon Bruce is a Catalyst for Culture Change who uses her skills as a Team Coach, Facilitator and Trainer to save companies time, money and pain caused by unresolved conflict and toxic relationships. As the Owner and CEO of StoryBridge™ she helps companies rewrite the story of crisis, chaos and/or silos among teams to create an inspired story of team collaboration and peak performance. 

Shannon’s greatest strength is her ability to create a safe environment for individuals and teams to address “what’s not being said”. With a unique blend of compassion coupled with truth telling, she brings to light the unconscious negative thought patterns that hinder relationships and the performance of teams. Through active listening and evocative questions, Shannon reveals the unhealthy engagement patterns of teams to redesign new ways of being a team while getting the work done with vitality. The end result is highly engaged team members with healthy communication and effective conflict handling that improves top line and bottom line performance.

Using the Get Clarity™ training “Shift to Above-the-Line Culture”, Shannon is improving the team dynamics of organizations to one of positivity with increased results. Her proven track record in working with several health care teams and a Call Center Department in the Pacific Northwest resulted in customer service level increases of 26%, reduced absenteeism that translated into a decrease of call wait times of 39 seconds and overall team improvements of 35% for positivity and 36% for productivity.

She has 20+ years of experience as a CPA, Auditor, regional and corporate Operations Manager and Entrepreneur. She holds a B.A. in Business from Washington State University and received her coach training from the Coaches Training Institute. She is credentialed through the International Coach Federation and also works as a mentor/supervisor for coaches going through the credentialing process. She is also a authorized and licensed facilitator of Team Coaching International.

Living in Bremerton, WA with her 13-year old daughter, Shannon enjoys quality time with family and friends in addition to reading, hiking and spending time outside. 

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.