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We will send a Complementary Leadership Questionnaire to anyone who contacts us.

Dimensions of a Deep Organization for Planning (MS Word)

How Well Will You Be Doing in the Future (MS Word)

Strategic Road Map for Success (MS PowerPoint)

Strategy Development Process in 2003 (MS PowerPoint)

The Five I Organization (MS Word)

Why Strategic Planning Is Not the Answer Workshop Speech (MS Word)

Strategic Values Metrics

Key Strategic Values
Value
Metric 1
Value
Metric 2
Innovation
 Percentage of annual revenue from new products for each of the past five years. Number of new products or services introduced for each of the past five years.
Improvement
 Percentage of cost reductions or operational savings for each of the past five years. Number of cost saving ideas implemented by employees for each of the past five years.
Incentives
 Percentage of incentives paid to employees based on the annual payroll. Number of unique incentive options for employees.
Inclusion
 Percentage of top executive time spent on developing partnerships and alliances. Number of key strategic alliances with outside partners, stakeholders, or value network.
Information
 Percentage of time that employees have the right information at the right time for their jobs. Ratio of information in and information disseminated to the number of times that shared meaning is created.

Balanced Scorecard Metrics

Financial
Operational
Customer
Learning
Profitability for the past five years. Overall operational expenses for the past five years. Customer retention rates for the past five years. Retention rate of employees with more than three years in the company.
Ratio of costs to revenue for the past five years. Percentage of products or services where "Six Sigma" has been met or exceeded. Customer satisfaction ratings for the past five years. Ratio of HR costs to corporate revenue for the past five years.
Ratio of manager salaries to revenue for the past five years. Defects and product quality rated against best in class competitors. Ratio of new customers to retained customers. Percentage of employee payroll allocated to learning and development.

Checklist for Business Success:

  1. IMPROVE basic, measured efficiencies continuously.
  2. THINK simply and directly about what you are doing and why.
  3. BEHAVE towards others, as you wish them to behave towards you.
  4. EVALUATE each business and business opportunity with total, fact-based objectivity.
  5. CONCENTRATE on what you do well.
  6. ASK questions ceaselessly about performance, markets, and objectives.
  7. MAKE MONEY knowing that, if you don't, you can't make anything else.
  8. ECONOMIZE, always seeking LIMO (Least Input for Most Output).
  9. FLATTEN the organization to spread authority and responsibility.
  10. ADMIT to your own failings and shortcomings and correct them.
  11. SHARE the benefits of success with all those who helped to achieve it.
  12. TIGHTEN up the organization wherever and whenever you can, because familiarity breeds slackness.
  13. ENABLE everybody to optimize their individual and group contribution.
  14. SERVE your customers with all their requirements to standards of perceived excellence in quality.
  15. TRANSFORM performance by innovating creatively in products and processes including the processes of management.

From Robert Heller and Edward De Bono.