
Below is my idea of what can happen when you lead with systems. It’s funny how people behave when they can visualize and get behind your vision.
Alignment Tools & Meetings
Below you will find a list of Alignment Tools. These are materials that help ensure everyone is working towards the same goals and objectives.
Strategic Alignment: Big Picture Planning
Vision, Mission, Values
- Who you are / Where you are going
- How you are going to get there
- Company guidelines to empower decision making
- Used as a tool (so much it becomes embedded in the company DNA)
5-Year Goal
- Think big
- Specific picture
- Belief
3-Year Goal
- Aligned with 5-year goal / Guidepost
- Specific
- Belief
Annual Solid Intention (1-Year Goal)
- Valuable, attainable, measurable, committed to memory, burning desire
- Guidepost goals
- The game/Goal (keep score, post the score, share the win)
- Teach team how to win
- Used to prioritize issues list
Knowing Your Customer / Competition
- Define your target market
- Competitive differentiators
Tactical Alignment: In-the-weeds Implementation
90-Day Rocks
- Path toward solid intention
- Priorities listing
- Reviewed / Modified at executive team meetings
Weekly Action Plans
- From the executive team meeting notes
- Results are a must / Exceptions require early notice and reasons
- Communicated to team via executive team member representative
Executive Team / Executive Team Meetings
- Department “Leaders” (own the process and results)
- Weekly meetings / Monthly meetings / Quarterly 90-day plan reviews
- Prioritize issues list
- Action steps assigned to individuals / Accountable for completion
- Written notes / Executive team binders
- Leadership training
Issues List
- Comprehensive listing of every issue standing between where you are and where you want to be
- Prioritized
- Reviewed / Strategized at monthly executive team meetings
Team Alignment: the Right People in the Right Positions
Accountability Chart – Sales, Operations, Administration, Integrator, Visionary (only one name per box)
- Includes specific areas of responsibility
- Used for accountability / Action steps assignment
- Flat as practical
- Used for Communication (between executive team and the team, and from the team to the executive team)
- Appeals to integrator (who uses discretion)
(More than) Job Descriptions
- Must be aligned with vision, mission, values
- They have to “get it”
- They have to “want it”
- They have to have the “capacity”
- No square pegs in round holes
Systems (for all major functions)
- Documented
- Trained
- Accountability
- SOP Development (continuous improvement)
Motivation: Making Progress Towards a Common Goal
CEO Briefings – Monthly Letter to the Team (and all stakeholders)
- Report on executive team initiatives
- Introduce new team members
- Reinforce the vision, mission, values (highlight specific achievements)
- Updates on the game/Goal (the score, what we are doing well, what we can do better to help us win)
- SOP Training (monthly tip)
The Great Bullpen – Monthly Team Meeting
- After-hours / Food provided
- Compare behavior (actions) to vision, mission, values; when not congruent, agree to change the statements or the behavior (no head-shakes; total candor)
- Our current condition / Where are we at right now?
- Leadership briefing
- Leadership training / SOP training / Team-building exercise
- Game/Goal update
- Awards
Sharing of Success:
Share in team success stories and thank you statements among team members
Apply the tools and Align Your Team Today!
There you have it! This is a very comprehensive outline you can use for success in your company. If you would like guidance and assistance implementing a more robust culture of leadership experience, check out the tools and resources we have available or our offerings for business leaders.
I bet you can!
Jeff

