3.18.2014

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

WHAT:  April CEO Tools Workshop
WHEN: April 9, 014
WHERE: Fairchild Record Search, Tumwater

Every company has a culture whether created intentionally or not.  Culture means having common traits, behaviors and patterns that tie people together.  The goal of most leaders is to create an environment that is energizing, productive and effective; where the employees are enthusiastic, accountable, committed and engaged. In this CEO Tools Workshop, you will learn how to create this type of culture referred to as an “Above-the-Line” culture, where:
  • Thoughts are positively directed contributing to dedicated and trusting co-workers,
  • Solutions are readily available to business challenges,
  •  Collaboration happens naturally among teams,
  • Employees are fully participating in the common purpose, resulting in peak experiences which lead to peak performance.

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 in order to address the energy 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 something is “missing”, and 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 around your personal leadership energy and the impact your thoughts and behaviors are having, while providing you with a practical methodology and tool to use daily to create a peak experience which ultimately leads to peak performance.



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 lunch.

MEMBERS
Members arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by March 31, 2014 if you will be bringing employee guests.

MEMBER CANDIDATES
Member Candidates are invited to join us for the workshop and lunch from 9:00am-12:00pm 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 before the workshop begins 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 before the workshop begins at 9:00am.

HOST:
Renee Ries of Fairchild Record Search

WHERE WE WILL MEET:

Fairchild Record Search; 3400 Capitol Blvd SE, Suite 102, Tumwater WA 98501


Click HERE for Google Map

DRIVING DIRECTIONS
Coming Southbound on I-5 towards Olympia:
  • I-5 Southbound to Olympia, WA.
  • Take the 2nd Ave. exit – exit number 103
  • Stay straight to go onto  2nd Ave. SW
  • Turn Left onto Custer Way SW.
  • Turn Left onto Capitol Blvd.
  • We are located at 3400 Capitol Blvd  SE., behind the Baskin Robbins.
Coming Northbound on I-5 towards Olympia:
  • I-5 Northbound to Olympia, WA.
  • Take the Deschutes Way Exit – Exit number 103
  • Turn Right onto “E” St. SW
  • Turn Left onto Capitol Blvd.
  • We are located at 3400 Capitol Blvd. SE, behind the Baskin Robbins.


TITLE OF WORKSHOP:

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

AGENDA:
Click HERE to view the Agenda.

QUESTIONS THE CEO SHOULD BE ASKING:
  •  What is energy and why is this important in the corporate environment?
  • What impact are my thoughts and behaviors having on my performance and in turn, what is the effect of my energy on my direct reports and the overall culture of my organization?
  •  How can we create a culture of vitality and productivity that is sustainable?
  • What can I do to create a culture of positivity/happiness that in turn produces favorable bottom-line results?

TAKEAWAYS:
  •  Understand the business case for addressing the impact of “energy” in your company.
  • Discover how your thoughts and behaviors impact your performance and the results of teams within your organization.
  •  Create a process that allows you to improve the quality and outcomes of meetings and to address performance issues (self, others and organization) from a positive perspective.
  • Practice skills that will support you in creating 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. Take 10 minutes to complete a Personal Leadership Energy Survey.  
Click HERE for the survey.


PRESENTER: SHANNON BRUCE


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 conflicts and toxic relationships. As the Owner and CEO of StoryBridge™ she helps companies rewrite the story of ineffective communication and 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 interacting as 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 both 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.

 

2.26.2014

Work Your Business Plan

WHAT:  March CEO Retreat
WHEN: March 12, 2014
WHERE: TERRA Staffing, Tacoma

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

We will meet at Terra Staffing;  1101 Broadway Tacoma, WA 98402.

Click HERE for a Google map and directions.


Click HERE for a link to Sound Transit if you are taking the Tacoma Light Rail.


Lisa Forrest, Vice President of Union Bank for Washington and  Oregon will be our Lunch & Learn Presenter.

Lisa will be speaking on Business Transition Planning for the Privately-Held Business Owner:

There are many strategies that Privately-Held business owners can employ for a successful exit.  With enough time, planning, and involvement of a competent advisory team, sellers can optimize the value of their companies and create a successful exit strategy. 

One of the strategies could involve the sale of the company to a partner, family member, key employee(s), or outside third-parties either from a financial and/or strategic standpoint.   

If a sale is deemed the best option, I will share 10 tips for the seller to consider that will enhance buyer financing outcomes.   


About Lisa Forrest:

Lisa Forrest, Vice President, SBA Lending Union Bank.  Lisa has specialized in SBA lending, leading the industry for 25 years.  She is known for her high loan closing ratio, her attention to detail, and her caring/committed approach to her clients.


1.14.2014

ADDRESSING COMPLEXITY AS YOU GROW: THE CHALLENGE OF COMMUNICATION

What: February CEO Roundtable
When: Wednesday, February 12th, 2014
Where:  Jesse Engineering, Tacoma  


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:

Members arrive at 7:30am for breakfast and check-in. Please RSVP to Michele Bosworth by January 28, 2014 if you will be bringing employee guests.


MEMBER CANDIDATES:

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



HOST:

Jeff Gellert of  Jesse Engineering


WHERE WE WILL MEET:

Jesse Engineering; 1840 Marine View Drive, Tacoma, WA 98422

The meeting will be held in Building C.  As you enter, the guard will steer you towards parking.  The stairway will be marked with an Excell Puget Sound sign. 
















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.



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.