To Start

​Benchmark Assessment & Score

• 8 Key Drivers of Company Value
• Business Valuation

Personal Readiness Assessment
90-Minute Design Meeting or 1 on 1s with leadership team

Foundation

​Month

Foundation Day

• Hitting the Ceiling
• SWT Analysis
• Accountability Framework
• Function Accountability Chart
• Objectives and Key Results
• Meeting Cadence
• Scorecard
• Leading Indicators

Predictive Index Behavioral Assessment for Leadership Team
Leadership Team Objectives Survey
Ninety.io Training
Good to Great, by Jim Collins (Chapters 1-5)
HBR: Building Your Company's Vision, by Jim Collins
HBR: Make Your Values Mean Something, by Patrick Lencioni

Blueprint

​Building

​Month 1

Blueprint Building Day 1

• Review Foundation Day Tools
  • Hitting the Ceiling
  • Accountability Framework
  • Objectives and Key Results
  • Meeting Cadence
  • Scorecard
• Core Values
• 9-Box Talent Review
• Core Purpose
• Target Market Strategy
  • Ideal Prospect
  • Differentiators
  • Top Cues
  • Your One Question®

Weekly Accountability Meeting
Current Advisors Assessment
Priority Partner Assessment Review
Good to Great, by Jim Collins (Complete the book)

Blueprint 

Building

​Month 2

​Blueprint Building Day 2

• Review Foundation Day Tools
• ​Review Blueprint Building Day 1 
  • Core Values
  • 9-Box Talent Review
  • Core Purpose
  • Target Market Strategy
• Core Target
• 3-Year Plan
• 1-Year Plan
• Milestones
• Issues/Opportunities

Weekly Accountability Meeting
Vision Builder (action plan, goals, obstacles) 
Measure What Matters, by John Doerr

Blueprint 

Building

​Month 3

Mid-Manager Workshop

• The Blueprint for Growth Model
• B4EG Foundational Tools
• Blueprint Organizer
• The Accountability Framework
• The 9-Box Talent Tool
• Objectives & Key Results - What are your Priorities? 
• Meeting Cadence
• Scorecard - What is your Number?
• Stop, Start, Continue Exercise

Review Predictive Index Behavioral Assessments
Weekly Accountability Meeting
Scalability Finder: Construct a durable platform for growth
The Ultimate Question 2.0, by Fred Reichheld

Quarterlies

Quarterly Plan Review
Review Prior Quarter
Blueprint Review
B4EG Tools
Objectives & Key Results
Issue Solving (Tackling Key Issues)
One on One

Monthlies 

One on One
WAMs Bi-Monthly
​Priority Partner Consult Bi-Monthly
Standard Operating Procedures

One on Ones

​Current Advisors Assessment
Priority Partner Assessment Review
Vision Builder (action plan, goals, obstacles) AFTER BB2
Scalability Finder: Construct a durable platform for growth
Your Customer Score: Capture the voice of your customer
Your Growth Quad: Discover your lowest risk, highest potential growth opportunities
The Automatic Customer Builder: Create recurring revenue streams
Monopoly Control: Carve out a differentiated marketing position
Hub & Spoke: Break free from the day to day operations of your business
The Switzerland Structure: Strengthen the foundation of your company
Your Employee Score: Capture the voice of your employee
The Valuation Teeter Totter: Boost your cash flow
Your Short List: Pinpoint a list of strategic buyers
The Envelope Test: Decide when and if to sell
Family Matters: 12 Common Sense Questions
Your Customer Score: Capture the voice of your customer
Your Succession Plan
Your Employee Score: Capture the voice of your employee
Setting up an advisory board for continued guidance
Your Customer Score: Capture the voice of your customer

Readings

​Good to Great, by Jim Collins 
HBR: Building Your Company's Vision, by Jim Collins
HBR: Make Your Values Mean Something, by Patrick Lencioni
Measure What Matters, by John Doerr
The Ultimate Question 2.0, by Fred Reichheld
Traction, by Gino Wickman
The Definitive Guide to Standard Operating Procedures
Scaling Up, by Verne Harnish 
The Five Dysfunctions of a Team, by Patrick Lencioni
Built To Sell, by John Warilow
Every Family's Business, by Thomas Deans
The Ideal Team Player, by Patrick Lencioni
Built To Scale, by Marrisa Levin