The V/TO™ – Strategic planning is often too complex, and an organization‘s vision is seldom clear and concise. The Vision/Traction Organizer™ (V/TO) is a powerful tool to help you simplify the strategic planning process, getting your vision out of your head and onto paper by answering eight questions to crystallize where your organization is going and how you will get there.
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The V/TO™ Overview Video: Simplified Strategic Planning

The V/TO – In Microsoft Word format.

The EOS Model™ - Entrepreneurial leaders typically focus on too many things when running their businesses. The EOS Model illustrates The Six Key Components of any organization. When only these six are focused upon and strengthened, all symptomatic issues go away.

The Five Leadership Abilities™ – All organizations hit the ceiling. The only way to break through the ceiling is to have your leadership team master these five crucial abilities.

The Accountability Chart – Organizations that are structured to satisfy egos, out of fear of upsetting people, or based on what worked in the past, will not function well. The Accountability Chart is a tool that helps you take a big step back to define the structure that will take your organization to the next level. The chart also clarifies everyone’s roles and responsibilities.

The Meeting Pulse™ - Business meetings are typically inconsistent and ineffective. The Meeting Pulse advocates that leadership teams must meet quarterly for a full day and every week for 90 minutes, enabling them to stay focused, stay on the same page, and solve problems.

The Level 10 Meeting™ – Meetings that don’t resolve problems are a waste of time. The Level 10 Meeting Agenda incorporates the psychology of what makes for great weekly meetings, forcing you to look at and address what is most important, solving your issues as they arise.

The Issues Solving Track™ – Most teams spend the majority of their time discussing the heck out of issues, rarely solving anything. Problems linger for days, weeks, months – even years. The Issues Solving Track is a discipline that will enable any team to solve problems quickly in order of priority.

Rocks - When everything is important, nothing is important. Organizations won’t execute well when they don’t prioritize well. The process of setting Rocks enables an organization and its people to align around the three to seven most important priorities that must get done every 90 days.

Scorecard – Entrepreneurial leaders often have an uneasy feeling about how their organizations are really doing. The Scorecard lets those leaders have an accurate pulse of their businesses and gives them the ability to predict future results.

The Eight Cash-Flow Drivers™ – Cash flow is king, and most organizations don’t have enough of it. The Eight Cash-Flow Drivers model helps a leadership team stay focused on the true drivers to its cash flow and ultimately assures those drivers are being managed well.

LMA - Poor leadership and management are an epidemic in the entrepreneurial world. LMA is a simple two-part questionnaire that gets to the heart of what makes for great leaders and managers. LMA stands for “leadership,” “management,” and “accountability,” a vital skill set for all leaders.

The People Analyzer™ – Evaluating people is a difficult and subjective task. With the People Analyzer, you will be able to cut through the complexity and clearly identify if someone fits in your culture and is filling the right seat.

GWC™ – Having every person in the right seat is essential to being a great organization. GWC enables you to make those proper placements. GWC stands for “gets it”, “wants it,” and “capacity to do it,” the only three criteria in determining if a person is operating within his or her true skill set.

The 5-5-5™ - When managing people, it is difficult to stay clear on expectations and communicate them well to direct reports. The 5-5-5 cuts to the three most important: they possess your five core values, they have the true skill set to perform in their five roles, and they are setting and achieving five rocks every quarter.

Clarity Break - Most entrepreneurial leaders experience times when they are frustrated, feel overwhelmed, and lack clarity. By taking a clarity break at regular intervals, you regain the clarity and confidence you need to lead your people and manage your business like the best of them.

Delegate and Elevate™ – In a growing organization, more and more comes at you, and your plate starts to overflow. The only way to stay ahead of the workload, continue to grow, and stay balanced is to continually delegate the right tasks and elevate yourself to your true skill set. The Delegate and Elevate tool will help you clearly define which tasks are in your sweet spot and which are not.

The Assistance Track™ – As a leader, you can’t be doing administrative tasks and getting caught up in details. You need support and assistance from the people around you. The Assistance Track provides five easy disciplines to help you delegate and elevate to your true skill set.

The Trust Builders™ – Often, the leaders on leadership teams do not trust each other. To stay healthy, functional, and strong, your team must always remain open and honest with each other. The Trust Builders provide 10 ways to keep your team‘s trust level high.

Kolbe - Knowing what makes you tick is vital in always staying energized and avoiding burnout. Kolbe is a powerful tool that helps you understand your conative, instinct-based, natural abilities.

The Three-Step Process Documenter™ – Everyone doing things their own way leads to chaos. To create a well-oiled machine that functions with consistency, efficiency, and greater profitability, you must systemize your business. The Three-Step Process Documenter provides a simple approach to doing just that.

Sales Department Checkup - It is vital that your sales department is firing on all cylinders to assure that your company will achieve its revenue goals. Apply this simple checklist to make sure that all disciplines are in place and strong.

Personal and Family Plan - Just as the V/TO helps an organization capture and crystallize its vision and plan, ultimately increasing the odds of accomplishing it, the Personal and Family Plans do the same for individuals and families.

Off-Line Meeting Track - Up and over the standard EOS meeting pulse there is a need to have occasional off-line meetings. When this is necessary, to have highly productive off-line meetings, follow this simple five step track.