12.17.2013

ADDRESSING COMPLEXITY AS YOU GROW: THE CHALLENGE OF COMMUNICATION



What: January CEO Tools Workshop
When: Wednesday, January 8th, 2014
Where:  Holiday Inn, Kent

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:

Member arrive at 7:30am for breakfast and check-in.  Please RSVP to Michele Bosworth by January 2, 2014 if you will be bringing employee guests.



MEMBER CANDIDATES:

Member Candidates are invited to join us for the workshop and lunch from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm.  Please arrive by 8:50am and wait in the lobby.  Lauren Owen will come get you.  The the workshop begins promptly at 9:00am.


EMPLOYEE GUESTS:

Employee Guests are invited to attend the workshop from from 9:00am - 12:00pm.  Please arrive by 8:50am and wait in the lobby.  Lauren Owen will come get you.  The workshop begins promptly at 9:00am.  


HOST:

Martin Kerner of Machine & Fabrication Industries


WHERE WE WILL MEET: 

Holiday Inn
22318 84th Ave S
Kent, WA  98032

The Workshop will be held in the Evergreen Room.















Click HERE for Google Directions


TITLE OF WORKSHOP:

Addressing Complexity as You Grow:  The Challenge of Communication 


AGENDA:

Click HERE for the Agenda


 QUESTIONS THE CEO 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.


11.19.2013

Work Your Business Plan CEO Retreat

December is our Members Only ~ Work Your Business Plan CEO Retreat

WHEN: December 11th, 2013 
WHERE: Key Compounding Pharmacy; 530 South 336th Street, Federal Way, WA 98003.

The meeting will be held in the conference room.

Click here for Google Directions


10.15.2013

The Impact of Family Dynamics on Your Business

NOVEMBER CEO WORKSHOP, WEDNESDAY NOVEMBER 13TH, 2013

Family dynamics often create difficulties in family businesses. For those without a family business, the same dynamics of anxiety that work in families are often at work in teams and other stakeholder groups.  Understanding and skillfully managing these dynamics is important for leaders in family businesses and for leaders who are running teams impacted by similar forces.

LUNCH:

All who are attending the morning workshop session are invited to join us for lunch.  Please let Lauren Owen or Michele Bosworth know if you are not able to attend.


 MEMBERS:

Member arrive at 7:30am for breakfast and check-in.  Please RSVP to Michele Bosworth by October 30th, 2013 if you will be bringing employee guests.



MEMBER CANDIDATES:

Member Candidates are invited to join us for the workshop and lunch from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm.  Please arrive by 8:50am as the workshop begins promptly at 9:00am.


EMPLOYEE GUESTS:

Employee Guests are invited to attend the workshop and lunch from 9:00am - 1:00pm.  The workshop is from 9:00-12:00 with lunch immediately following from 12:00 noon to 1:00pm.  Please arrive by 8:50am as the workshop begins promptly at 9:00am.  


HOST:

November is a shared member expense


WHERE WE WILL MEET:

Tacoma Goodwill Boardroom
Tacoma Goodwill-Milgard Work Opportunity Center 714 South 27th Street, Tacoma WA 98409

The meeting will be held on the 4th floor.

Parking- The Goodwill parking lot is on corner of 27th and G street.  Parking is free in the lot.  The parking lot does not have signage. 

Enter into the Goodwill Building on the 3rd floor- by the fountain and round-about.  Once inside the building take the elevator to the 4th floor.


Click here for Google Directions




TITLE OF WORKSHOP:

The Impact of Family Dynamics on Your Business


AGENDA:

Click here for the Agenda

 

QUESTIONS THE CEO SHOULD BE ASKING:

  • Families that are not prepared can ruin businesses that took a lifetime to build.
  •  In transitions, business issues can destroy family relationships – how can this be prevented?
  • Not all business owners will be able to sell – what is Plan B?
  • What can I, as a leader, do to get “ahead of the curve” to prevent family-dynamic issues from hurting my team?


TAKEAWAYS:

  • Identifying key sticking points around the typical hot button issues that affect business families (and teams) and the Best Practices used to address these.
  • Creating an Roadmap for stakeholder engagement in both family and non-family business situations – next steps
  • Identifying key partners to help in the process – next steps


PREPARATION:

  • If you have been through (or are going through) a family business succession, what worked and what didn’t?
  • If you have family in the business, identify 3 key concerns you have (either currently or for the future).
  • If you don’t have a family business – and are not likely to – what do you see as the key issues for people that do?
  • If you don’t have a family business – what are the family-like dynamics you see happening within your team and key stakeholder groups?


PRESENTER: Matthew Wesley




Matt leverages his 33 year professional career to help successful families generate transformative outcomes. His work develops the core competencies of families in ways that allow them to not only resolve the challenges of today but stand on their own to meet the challenges of tomorrow. This work secures the human, social and cultural wellbeing of families that in turn forms the basis for family success over time. Before establishing The Wesley Group, Matt was a respected estate planning attorney with over twenty-two years of experience in both Seattle and the Bay Area. For the last ten years he has worked with highly successful families doing inter-generational planning. His clients have included those who have established or maintained successful family businesses, those who generated significant wealth in public companies and those with inherited wealth. Matt lives near Seattle, Washington with his wife, Marcia. They have two grown children, Ian and Kiera. Matt holds a J.D. from Stanford Law School and a Masters of Divinity from Fuller Theological Seminary.



Contact Information:

Matthew Wesley 

425.647.6066


web:
www.thewesleygroup.com
email:
matt@thewesleygroup.com
linked-in:
www.linkedin.com/in/mattwesley
blog:
www.thewesleygroup.com/blog



9.11.2013

Work Your Business Plan CEO Retreat


SEPTEMBER 11th, 2013 CEO RETREAT

September is our Members Only ~ Work Your Business Plan CEO Retreat

We will meet at Fairchild Record Search
3400 Capitol Blvd SE, Suite 101
Tumwater WA 98501

Please come prepared to support and challenge each other on meeting your top three goals for the year and helping Members address their execution issues.

Click here for the Planning Powerpoint for the meeting. 

Click here for Google directions 

Parking:  You can park anywhere in the lot.  It is also okay to park if it says  'Parking for Fairchild only'.