Strategic Business Leadership

Process & Workshops

Key QuestionCan you say that your personal

and business life are in harmony…

…and that you are on the pathto achieving your goals?

 

Reality CheckMany business owners find their

personal life is not aligned with their business.

Instead of working ON their business,

they spend most of their time working IN their business.

Make Change Happen!There is a better alternative.

It starts with you – the business owner.

Leadership is about coping with and driving change

SBLStrategic Business Leadership ®

Change your leadership style from implementing the ‘idea of the

week’……to a strategic approach that

focuses on achieving your dreams rather than simply accomplishing

tasks.

It’s not traditional strategic planning. With SBL, realistic, practical benefits come quickly, allowing you to:

Align Personal and Business

Vision

Take stock with a SWOT

Establish Critical Success Factors

Prioritize goals

Hone your strategies

Generate Action Plans to get it

done

SBL is DifferentThe Alternative

Board®, knows how to create effective

business plans. In fact, we wrote the book on it .

An Introduction to SBL:Allen Fishman

There are 3 options for videos to be embedded here: Download a video (located here) to your

laptop & embed in the presentation Link to a YouTube SBL video (requires

internet access) Link to the SBL Whiteboard video

(requires internet access) Contact ITSupport if you need

assistance

The SBL Process For Changing Company Course Achieves Results

Realistic - recognizes the role of the owner

Easy to customize to privately owned companies of every sizeProcess is simple to follow

1

No overwhelming time or financial commitment

2

3

4

The SBL BikeSBL aligns your personal & business life. Compare it to riding a bike…

DESTINATION:Personal Vision of Success

POWER:Company Vision of Success

5SBL Elements for Greater Success

Element 1:Personal & Company Vision

ELEMENT 1:Personal & Company VisionWritten Personal Vision StatementIs your business running you or are you running your business?

Written Company Vision StatementLike a compass pointing your organization in a desired direction

Personal Vision StatementOwner’s Personal Vision includes: Desired involvement in business Time at office: weekly, vacation time Who do you want to work with? How much income distributed from

business and equity level in business? And other factors…

Company Vision StatementCompany Vision should include: What you want your company to look like

5 to 10 years into the future What you want your company to be

providing in the way of products and services?

Where do you want to be operating?

Element 2A Look in the Company Mirror

SWOT Strengths Weaknesses Opportunities Threats

What does your

company

look like now?

Let’s Start Changing Course

#1 Reason for businesses under-performing:

Lack of formal planning

No Map No Guide

No Direction

No Map No Guide

No Direction

Element 3The Plan

SBL PlanPyramid

Strategies

Action Plans

Goal

Critical SuccessFactor

The PlanHow can you change course to achieve your Company Vision?

Critical Success Factors (CSFs)The most important (critical) factors facing your business: Which factors, if not satisfied, will

prevent your company from achieving success?

Conceptual in nature CSF example: Increase sales

revenue Identify the most important goal as

your Driving Critical Success Factor

Goal to Achieve CSF Path to achievement of CSF in a way

that is: - Specific - Measureable

Each goal must be reasonably achievable within very specific timelines, e.g.:- 15% increase in annual rate of sales revenue by the end of the next year

Strategies to Achieve Goal

Plan of attack to achieve goal Conceptual in nature One to five depending upon number

and capability of employees, e.g.:Update marketing material

Action Plans:Each action must be “SMART”S – SpecificM – MeasurableA – AchievableR – Responsible partyT – Time frame

Element 4Making it Happen

ELEMENT 4: Making it Happen

Successful business leader’s mindset: Think strategically rather than

working on “the idea of the week” Focus on building teams rather than

trying to do everything yourself Motivate those responsible to get

timely results Create a results-oriented culture

You create the culture for change

Element 5Turn the Wheel

Periodic Reviews Review results monthly and modify

Action Plans as needed

Meet with employees responsible for specific actions in the Plan

Meet with Operations Team

Add a new Plan as needed and replace each completed Plan

Monthly SBL CoachingMeeting with your TAB facilitator on a monthly basis helps to “Turn the Wheel”: Holds you accountable to your Plan(s) Helps with SBL decisions Guides you through inevitable issues

WORKSHOPSSBL

What’s Involved? An SBL workshop allows you to break

away from the day-to-day of your business to focus on where you want to go and how you want to get there.

It involves well-designed pre-work, a structured agenda, a productive climate for communication and professional facilitation to get the most out of your team and your time.

SBL Sample AgendaDAY 1 AGENDA DAY 2 AGENDA

08:30-08:45: Opening Comments

08:45-09:15: TABenos Exercise

09:15-10:00: Review DISC & PIAV

10:00-10:45: A Look in the Rear View

Mirror

10:45-11:00: Break

11:00-12:00: Create Company Vision

12:00-01:00: Lunch

01:00-02:00: Review Vantage

Reports

02:00-03:00: Create Company SWOT

03:00-03:15: Break

03:15-04:30: Create Critical Success

Factors

04:30-05:30: Create Goals for each

CSF

08:30-10:00: Establish or Revise

Strategies

for each Goal

10:00-10:15: Break

10:15-11:45: Develop SMART Action

Plans

for Each Strategy

11:45-12:00: Takeaways & Next

Steps

12:00 Workshop End

Why It Works Incorporates attendee Behavior

Styles to optimize discussions

Utilizes proprietary Business Assessment tool to uncover priorities

Leverages TABenos to foster open, productive communication

Allows you to consider long-term vision and pressing priorities

Involves extended team committed to implementing plan

Professionally facilitated

“I think we’re the type of company we are because of the SBL process.”

“If the workshops aren’t planned, you’re not going to get anything out of them.”

Each partner presents a goal and a plan to the group for feedback

Plans revised and each presents a final plan incorporating feedback

Progress reviewed by group every other week

Facilitated Quarterly offsets need for major revisions

Case Study

SBL More Than Pays For Itself Increases bottom line benefits Allocates more of your time to

working on your business, not just in your business

Creates marketing differentiation and message

Develops a sales process to turn marketing leads into sales

Uses your TAB Board to come up with new ideas and processes that are relevant to improving your business right now

Take ControlSBL helps business owners: take control of their business empower employees seize new opportunities and operate more strategically

Using The Alternative Board’s SBL, you can fall in love with your business again.