People: Core Values Worksheet - Entrepreneurs' Organization

People: Core Values Worksheet

To download more copies or to get help implementing these tools, please go to to www.ScalingUp.com vBG19/07 - Copyright 2019 Gazelles

Name: ______________________________ Date: ________________________

Adapted from HBR “Building your Company’s Vision” by James C.Collins and Jerry I. Porras

Who are the 5-7 passengers you would send on a Mission to Mars rocket to best represent your culture?• High credibility with peers• Most competent in their roles• Gut-level understanding of core values • Would definitely rehire

Mission to Mars

?List Your 5-7 Best People:

1:

2:

3:

4:

5:

6.

7.

Who? Real People Why? Attributes and Traits

?Our Core Values:

1:

2:

3:

4:

5:

Core Values Criteria • Small set of timeless principles• Intrinsic value and importance• Independent of operational realities

http://www.ScalingUp.com


People: Culture & Actions to Live By Worksheet


Name: ______________________________ Date: _______________________

?Make Purpose, Values and BHAG come alive with actionable ideas, tangible, fun and inspiring practices.

Purpose (Why)

Values (How/Rules)

BHAG™ (What)

Purpose (Why)

Values (How/Rules)

BHAG™ (What)

?Collaborate and refine your new practices to keep the company’s purpose, values and BHAG aliveC

Brainstorm 3+ potential practices for you to keep the company’s purpose, values and BHAG alive:



To download more copies and to get help implementing these tools, please go to www.ScalingUp.com4 | Copyright 2019 by Gazelles - v19/03

1 Name the person accountable for each function

2 Ask the four questions at the bottom of the page re: whose name(s) you listed for each function

3 List Key Performance Indicators (KPIs) for each function

4 Take your Profit and Loss (P/L), Balance Sheet (B/S), and Cash Flow accounting statements and assign a person to each line item, then derive appropriate Results/Outcomes for each function

Identify: 1. More than 1 Person in a Seat; 2. Person in more than 1 seat; 3. Empty seats; 4. Enthusiastically Rehire?2

FunctionsPerson

AccountableLeading Indicators

(Key Performance Indicators) Results/Outcomes

(P/L or B/S Items)

Head of Company

Marketing

R&D/Innovation

Sales

Operations

Treasury

Controller

Information Technology

Human Resources

Talent Development/Learning

Customer Advocacy

Heads of Business Units

• _______________________

• _______________________

• _______________________

• _______________________

1 3 4

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People: Function Accountability Chart (FACe)

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People: Hiring Plan


Name: ______________________________ Date: ________________________

?Your Hiring Plan

Allows you to scaleFits Values and CultureBuilds “A-Player” TeamFits your budget

Top 3-5 Hiring Needs: (check FACe)

Collaborate and align on a hiring plan:

Other Industries?

Where are they?

Offer/Benefit?

Role Timeframe

List 3-5 hiring needs and by whenWhere/How could you recruit new people?



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People: Grow Your Team Worksheet


Name: ______________________________ Date: ________________________

1. Great on-boarding of new team members2. Regular 1-on-1 coaching 3. Ongoing training and development

Instructions: Rank the company’s effectiveness and your personal skills in each area (1 = weak, 5 = strong)

Company Personal

On-Boarding

1-on-1 Coaching

Training & Development

Average

Create quarterly priorities for on-boarding, coaching, or training & development:

?Scaling companies prioritize 3 things to build great teams:



People: Introduction to DiSC Profiles


Name: ______________________________ Date: ________________________

?Instructions:

Consider each column, low to high, and then find and circle the 2-3 words that represent that best represent where you fit on the scale. This begins to give you some insight into your likely DiSC profile.

Dominance Influence Steadiness Conscientiousness

High DemandingDriving ForcefulDaring

Determined

Gregarious Persuasive Inspiring

Enthusiastic Sociable

Patient Predictable

PassiveComplacent

Stable

Cautious Perfectionist Systematic

Careful Analytical

Competitive Responsible

PoisedCharming

ConsistentSteady

OrderlyNeat

Low

Inquisitive Conservative

Mild Agreeable

Unobtrusive

Convincing Reflective

Matter-of-Fact Withdrawn

Aloof

OutgoingRestlessActive

Spontaneous Impetuous

Balanced Independent RebelliousCarelessDefiant

How do you think the others on your team show up?

How can you work better together?

What’s the value of each area and style?



People: DiSC Quick Profile Exercise


Name: ______________________________ Date: ________________________

?Instructions: This is a two-step, quick DiSC profile evaluation. Answer the two questions below and then place a dot on the graph below where the two numbers intersect. While this exercise does not substitute for a full DiSC profile test, it will give you a general indication of your DiSC style.

© 2019 Rock Habits, LLC dba Petra Coach



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People: Love Loathe Worksheet


Name: ______________________________ Date: ________________________

?Optimizing your team:

Team members are most productive when they are doing what they love (strengths) and avoiding or delegating what they loathe (energy drain). Consider also your Gallup/Clifton Strengthsfinder® results.

Instructions: 1. List and rank your most important or common weekly recurring tasks (1=high, 5=low) 2. Next, circle the actions (love or loathe) that are CORE to your role (non-delegable)

1:

2:

3:

4:

5:

Tasks I LOVE Tasks I LOATHE

Choose your top “LOATHE” action, discuss how it can be reassigned. Then place the reassigning on your quarterly personal priority list

Collaborate with your team:



To download more copies and to get help implementing these tools, please go to www.ScalingUp.com10 | Copyright 2019 by Gazelles - v19/03

1

2

3

Your KPIs Goal

1

2

3

4

5

Your Quarterly Priorities Due

Critical #:

Critical #:

Between green & red

Between green & red

PURPOSE BRAND PROMISESCORE VALUES

STRATEGIC PRIORITIESSTRATEGIC PRIORITIES

BHAG

3 – 5 yr 1 yr Qtr

Your Name:

BHAG is a Registered Trademark of Jim Collins and Jerry Porras.

People or B/S

Process or P/L

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Strategy: Vision Summary

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People: Core Values Worksheet - Entrepreneurs' Organization