Copyright© 2003, Dynamic Management Solutions 1 Leadership in Business Effectiveness Processes...

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Copyright© 2003, Dynamic Management Soluti ons 1 Leadership in Business Effectiveness Processes Uniquely Designed For You Dynamic Management Solutions Phone: 210-215-1568 Fax: 830-885-6138 Email: [email protected] Website: www.changeorfail.com Systematically accumulated from: - Experience under fire - Focused knowledge gained from research - Extensive benchmarking hers Paid “$ millions to Perfect”, u Pay “$ hundreds For Results”

Transcript of Copyright© 2003, Dynamic Management Solutions 1 Leadership in Business Effectiveness Processes...

Copyright© 2003, Dynamic Management Solutions 1

Leadership in Business Effectiveness Processes Uniquely Designed For You

Dynamic Management SolutionsPhone: 210-215-1568Fax: 830-885-6138 Email: [email protected] Website: www.changeorfail.com

Systematically accumulated from: - Experience under fire

- Focused knowledge gained from research

- Extensive benchmarking

Others Paid “$ millions to Perfect”, You Pay “$ hundreds For Results”

Copyright© 2003, Dynamic Management Solutions 2

Our System

– Process Improvement/Quality Assessment/Problem Solving System

– Dynamic- “Groups and Individuals Identify Issues/Solutions”

– Measured- “Compare/Prioritize Issues With Accountability”

– Designed and Driven by The Needs of The Organization

– We Make it Simple, Easy, Flexible and Fast

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What Stops Organizations From Being World Class Results of Research by Covey-Franklin, University of Chicago and Many Others:

• 90% of All Management Decisions Are Made in an “Irrational Manner”

• 80% of Mgm’t Time Focused on Something “Other Than Organizational Value”

• Employees Believe That 51% of Their Work Activity Is of “Minimum or No Value”

• CEOs Believe More Than 70% of Workers Activity Is of “Limited or No Value”

• 49% of the Employees Are “Dissatisfied With Their Job”

• 80% of the Employees Have Been Abused by the Organization/Management Taking Credit for or Giving Credit to Someone Other Than the Contributing Individual

• Most Dissatisfying Factor of the Job for CEO’s Is “Managing People”

Our system of diagnostic assessment and problem solving processes will address

“ANY OR ALL Of THESE FACTORS” with 25 to 100% performance improvement. 2

Build a Strong Foundation

Make CustomersSpecial

Simplify

Use Technology

Measure, Act

Power of People

Lead with Care

Set Aggressive Goals

Run the Business, Change the Business

Copyright© 2003, Dynamic Management Solutions 5

In Review Of The Process

The Process Adjusts To The Clients Needs:

• Processes Or Modules Adjust

• Format And Sequence Of Events Adjust

• The Process Is Expanded Or Contracted

• Use One, All, Or A Combination Of Modules

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Business Effectiveness Processes

Applied to: – Any Size Organization – Any Specific Problem or Multiple Problems

Address Unique Problems, Issues or Initiatives – Organization/Management/Individual Performance– Process, Quality or Project Management– Technical System Change or Implementation– Planning and Strategy– Culture Change, Workforce Conflict, Morale, Other

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Copyright© 2003, Dynamic Management Solutions 7

Application

• These Processes Are Core Requirements to Success in:

- Six Sigma

- ISO 9000 Series and Beyond Certification

- 10x/100x Improvement Programs

- Malcom Baldridge Certification

- Any Other

“Achieve Process Improvement/High Performance In Everything You Do”

“Achieve Process Improvement/High Performance In Everything You Do”

4a

Gain Visibility and Control of Any (or All) Issue(s)Gain Visibility and Control of Any (or All) Issue(s)

Research Admin MarketingFinance

Level 1

Level 2

Level 3

Level 4

I.S.

Critical Functional Issues and Concerns

Critical L

evel Issues an

d C

oncern

s

Issues:-Identify

-Categorize-Prioritize

Scientific Infinity Process

Critical Information

World Class Problem Solving

Problem:Symptoms:Recommended Action Plan:Benefits:Measurement:Team Members:Champion:

“All Actions Will Have Total Group Agreement”

“FAST Results”“FAST Results”- Remove Barriers- Gain Cross-functional Commitment - Achieve World Class Process Improvement- 25 to 100% Improvement

- Remove Barriers- Gain Cross-functional Commitment - Achieve World Class Process Improvement- 25 to 100% Improvement

-Precise Focus On Key Success Factors -Assign Best Resources to Issues- Lead By “The Best,” - Executive View and Measurement of Total Org

-Precise Focus On Key Success Factors -Assign Best Resources to Issues- Lead By “The Best,” - Executive View and Measurement of Total Org

6 Distribute and Delegate Resources With Exceptional Efficiency Distribute and Delegate Resources With Exceptional Efficiency

Process, Measurement, Performance, Skill, Tool, And Culture Issues Will Be Identified

Admin. Mfg. & Lab Office Techs Prod.

Board Funding Com Political CEO Hosp ER Profs. Mtls. Super- & &

or Dir Body Group Organ Directors Staff Supvs. Profs. visors Clerical Maint.

Issues and Concerns 2151 52% 19 -28% 99 18% 82 28% 56 66% 169 17% 386 25% 54 83% 56 34% 46 31% 182 31% 298 41% 672 95%

Are Determined by the Organization Rank Rank Rank Rank Rank Rank Rank Rank Rank Rank Rank Rank RankI want mgm't to work together with shared goals 9 1 15 3 2 9 8 6 21 11 4 2 1To be able to trust all levels of mgm't and supersvision 12 2 4 18 1 5 6 3 4 9 2 4 5Timely,open and honest communication at all levels 13 3 16 8 3 4 17 5 11 16 3 7 6Know what skills and behaviors are needed for success 5 4 22 7 4 2 13 2 18 6 10 5 14Be involved in shaping plans and decisions that effect me 26 5 28 21 15 19 5 1 2 3 14 1 8Conflict between groups eliminated. 24 6 7 23 11 32 12 9 8 22 9 3 10All of us be aware and responsive to needs of each other 14 7 8 15 5 1 4 7 23 7 22 9 23Problems identified (not hidden) and acted upon quickly 19 8 6 27 16 23 23 8 27 29 7 15 3Team based acivities in process improvement 21 9 2 11 29 8 16 15 28 8 13 11 21Mgrs/Supvs sensitive & responsive to needs/concerns of people 17 10 14 36 36 22 25 13 13 44 8 10 2Everyone to keep the commitments they make 44 11 33 2 26 37 15 10 31 10 23 8 16Policies to be applied consistently 54 12 20 33 19 14 21 12 12 1 6 12 11The assessment of my performance to be fair and consistent. 15 13 34 22 32 26 9 16 33 28 21 20 17Take appropriate action on those not meeting job requirements. 27 14 24 34 22 39 40 21 10 5 5 26 4Unnecesary policies and procedures eliminated 45 15 39 14 25 17 14 4 39 45 19 16 28

Risk and Impact Analysis By: J ob Category Top 1 thru 5 Issues

Top 6 thru 10 Issues

Legend:

Top 6 thru 10 Issues Vulnerability

External Internal

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This system will identify the top issues for each of the categories chosen by the client

Learn to maximize your resourcesby working on the right issues affecting each category. Eliminate the waste of working on the wrong issues.

Scientific processperformed by the organizationdetermines issues and concerns

Overall Finance Mkting Manf Admin Research1396=61% 18=86% T = 100% = 100% 4=57% 5=100%

Organization Issues RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealist ic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Polit ics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensit ive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By:

Department or FunctionTop 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Overall

ADAMS Total

Mgmt & Staff

NON-Eng.

Admin Profs

Office & Clerical

1396=61% 18=86% T = 100% = 100% 4=57% 5=100%

Organization Issues RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By:

Key Manager

Overall Finance Mkting ManfAdmi

n Research1396=61% 18=86% T = 100% = 100% 4=57% 5=100%

Organization Issues RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By:

Organization Initiatives (Cost Reduction, Quality, Process Improvement, etc.)

Top 1 thru 5 issues Top 6 thru 10 issues Vulnerability

Top 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Overall Region 1 Region 2 Region 3 Region 4 Region 51396=61% 18=86% T = 100% = 100% 4=57% 5=100%

Organization Issues RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By:

Region or LocationTop 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Accurately identify and address the real issues ineach organization. Quit wasting resources on the wrong issues

Scientific processperformed by the organizationdetermines issues and concerns

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Customer Engaged Groups

The group(s) that depend on or receive the product or service

Problem or IssueVendor-Support

Groups

Owners of The Problem

Responsible Authority

Customer-Patient-Client

Authority Engaged Groups

Those who have authority for the problem area.

Vendor Engaged Groups

Those responsible for providing product or service to the problem area. Owner Engaged Groups

Those responsible for providing the product or service. Levels functions, and etc.

Other Engaged GroupsRegions, Shifts, Etc.

Multiple locations, functions, shifts, and etc. where these categories may reside

The Star Concept“360” Problem Solving Input

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Outside Authority/InfluenceBoards/Community/Funding

Bodies/Public, Etc

Our system of diagnostic assessment and problem solving processes will address

“ANY OR ALL Of THESE FACTORS” with 25 to 100% performance improvement.

Client QualifiersOur  Company Specializes In Addressing The Following Factors

Are You:___Yes ___No Convinced all INITIATIVES will get you and/or the organization where you need to be?

 

___Yes ___No Convinced the organization initiatives are ALIGNED to your success factors?

___Yes ___No Sure the KEY MANAGEMENT team is aligned with you-able to get you where you need to be?

___Yes ___No Satisfied with all of the organization’s PROCESSES?

___Yes ___No Fully utilizing all RESOURCES available to you?

 

___Yes ___No Convinced THE CULTURE (How the organization Thinks, Feels, & Acts) you control will get you where you need to be?

 

___Yes ___No Confident you have the TOOLS-TECHNOLOGY required to get you where you need to be?

 

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Copyright© 2003, Dynamic Management Solutions 13

Problem Solving Process

“All Actions Will Have Total Group Agreement”

Key Players

– Using the Information From the Organization

– Participate in Intense Group Process Determine Action, Responsibility, Dates Determine Success Measurements Identify and Assign Best Resources to Issues

– Manage the Problem Solving Groups

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Copyright© 2003, Dynamic Management Solutions 14

How Does It Work ?

Precisely Pinpoints: – Key Issue – Using Environmental Scan – Problems – Using Vulnerability Assessment– Barriers – Using Risk and Impact Analysis

Utilize World Class Problem Solving Process/Consultants– PhD and specialty certification– Systematically accumulated from:

- Experience under fire- Focused knowledge gained from research- Extensive benchmarking

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Level -1Level -2

Level -3Level -4

Problem Solving Process:Give freedom to: exchange, dialogue, understand, negotiate, problem identify and problem solve

Remove Organization FiltersThey are preventing: information exchange, understanding,problem solving and decision making

Information RetrievedDirectly From Each LevelFunction Location etc.

Admin Sales Research

Allow every one to have a voice and be involved The silent majority (the hidden/unused talent and assets) The quiet, committed employee who does what they are told and

does not feel comfortable pointing out problems with out being asked

“Not just the one’s you hear today” by position or personality

Executive View At All Levels, Functions, LocationsIntegrate: Strategy Development-Quality-Process Improvement-Problem Solving

Executive View At All Levels, Functions, LocationsIntegrate: Strategy Development-Quality-Process Improvement-Problem Solving

Gain Exec view at all levels & functions

Use “the employees” fresh data for problem solving

Eliminates barriers

• Political - (Level-Function Protection)

• Cultural - (Wrong Thinking Acting or Feeling)

• Process - (Can’t do things the same way and expect the results to change)

Allow the organization to Identify and fix their problems

At the lowest level

With those who are closest to the problem

With those that understand the problem

If the people know the problem fix it. If they don’t, find the problem and fix it.

Executive’s Are Able To: • View Issues at the Same Time Accurately• Distribute and Delegate Resources With Exceptional Efficiency• Establish and Audit Performance Measurement That Count

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Interpretation/clarification of MessagesAddress/correct/prevent:mixed messages, misunderstanding, or denial of issues ambiguities and dilemmas

Level 2

Level 3

Level 4

Level 1

Identify scope of multiple problems across levels and functions of the organization

Level -1Level -2

Level -3

Level -4

Admin Sales Research

Problem

Address organizational walls or silos that:prevent, delay, or distort the ability to be faster, better, or more flexible

LevelsDecisionControl Mgr I

Entry level I

Mgr IISales Finance

Function, Department,Location

Create and deliver/receive clear messages. Assure the direction is followed

(Easier Going Down, Hard Going Up)

- Listen to the organization -Understand the organization - Help the organization- Listen to the organization -Understand the organization - Help the organization

White Space ManagementLine of Sight

Company Initiatives

Individual job

Blocked orDistorted

Why?• They can’t tell you after 2nd “no”. The problem is buried• View of problem different at top• Their problem is stopping them from doing what you want 2

3

1

9

Determine The Issues to be AddressedBy “Work-Out”

What…. - Are The Most Important Issues? - Do We Need To Address/Or Change

Why…. - Are They Important?

Who…. - Would Champion These Issues? - Needs To Be Involved?

How…. - Will We Know That We Have Been Successful

When… - Will Each Step Be Completed - Can We Expect That The Change Will Be In Place

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Champion: Approved: Yes No Hold

Benefits:

Problem Solving Worksheet

Problem/Issue:

Symptoms:

Recommendations and Action Plan:

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Measurement:

Team Members:

Dynamic world-class problem solving techniques and concepts are used and taught to the key players while addressing all of the requirements on this page.

Vulnerability Assessment Force Field Analysis

PROS

People Power

CEO Leadership

Customer Focus

Sponsorship for Change

Specialist

Trust

Reactive

Tactical

Strong Culture Values

Shows respect for the individual

Org. process defined

Decision making

CONS

Measure Accurately

Internal resistance to change

Management reluctant to do things differentlyAssociates skeptical of positive change

Cumbersome processes

Functions not willing to change

Never used outside expertise (consult)

Poor Strategy

General Leadership

Desired ChangeTo more efficiently and effectively identify and meet the wants and needs of our Customers.

Use world-class Techniques to find and maximize your hidden assets.

Eliminate the issues that are hindering your organization’s performance

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Copyright© 2003, Dynamic Management Solutions 20

Summary

Clear Vision, Plan implemented by the Organization

Initiatives Designed and Managed by “The Best” Key Players

Total Organizational Input Drives The Process

Fast Results, Measured Accurately

Gain 25 to 100% Performance Improvement

Others Paid $1,000,000’s To Perfect, You Pay 100’s For Results

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Copyright© 2003, Dynamic Management Solutions 21

Close

Answer Questions

Determine What Initiatives You Want to Address

Determine Scope (Total or Partial Section Of Organization)

Determine Time Frame of Project

Determine Start Date

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Copyright© 2003, Dynamic Management Solutions 22

Management Preparation and Development

Optional Program # 1

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Copyright© 2003, Dynamic Management Solutions 23

Management Preparation

Select Key Players to Manage the Strategy

Assess and Prepare Management for Change

Set Time-frames for Success

Determine Modules to Address Issues

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Eng Admin. Factory

GM's/ Grp. Ldr. Admin. Profs. Super-

Overall Directors Managers Sec. Mgr. Mgrs. Supvs. visors

2151-52% 19 -38% 99 31% 82 28% 56 66% 54 83% 46 31%

The Organization Determines the Issues Rank Rank Rank Rank Rank Rank RankI want mgm't to work together with shared goals 9 1 15 3 2 6 11To be able to trust all levels of mgm't and supersvision 12 2 4 18 1 3 9Timely,open and honest communication at all levels 13 3 16 8 3 5 16Know what skills and behaviors are needed for success 5 4 22 7 4 2 6Be involved in shaping plans and decisions that effect me 26 5 28 21 15 1 3Conflict between groups eliminated. 24 6 7 23 11 9 22All of us be aware and responsive to needs of each other 14 7 8 15 5 7 7Problems identified (not hidden) and acted upon quickly 19 8 6 27 16 8 29Team based acivities in process improvement 21 9 2 11 29 15 8Mgrs/Supvs sensitive & responsive to needs/concerns of people 17 10 14 36 36 13 44Everyone to keep the commitments they make 44 11 33 2 26 10 10Policies to be applied consistently 54 12 20 33 19 12 1The assessment of my performance to be fair and consistent. 15 13 34 22 32 16 28

Risk and Impact Analysis By:“Top” “Middle” “Front-Line” Management

Top Mgm’t

Middle Mgm’t

Front LineMgm’t

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Horizontal

Vertical

Top 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Address management alignment and disconnect issues

Most Organization Strategies Are Like A Thunderstorm In The Desert

Thunder

Lot of Noise But, Not much Rain (action) Hits the Ground

Correction of One Problem Is Like Throwing a Rock Into a Lake, It Causes Ripples That Impacts Others

Research Admin MktingFinance

Level 1

Level 2

Level 3

Level 4

Gain Visibility and Control of All Functions and Levels

Research Admin MarketingFinance

Level 1

Level 2

Level 3

Level 4

I.S.

Problem or IssueVendor-Support

Groups

Owners of The Problem

Responsible Authority

Customer-Patient-Client

Incorporate the “Internal Customer Concept:”Establish problem solving around the concept of satisfying internal customer

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Build a Strong Foundation

Make CustomersSpecial

Simplify

Use Technology

Measure, Act

Power of People

Lead with Care

Set Aggressive Goals

Run the Business, Change the Business

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The Organization’s Responsibilities

Measure and address organizational success factors with world-class problem solving sessions

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Management’s Responsibilities

Accurately identify and measure, the management factors limiting your organization. Use world class problem solving techniques to address these factors.

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Individual’s Responsibilities

Identify and address the factors that are critical to any organization’s success. Measure and prioritize issues for maximum organization focus on corrective action.

Copyright© 2003, Dynamic Management Solutions 30

Organizational Problems

Address One or All Problems ?– Strategy– Implementation– Execution

Who is Responsible for the Problem(s)?– Organization (processes, rules, policies, procedures)– Management– Individual

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• Strategy

• Plan

• Execution

• Organization

• Management

• Individuals

OverallADAMS

TotalMgmt &

Staff NON-Eng.Admin. Profs.

Office & Clerical

1396=61% 18=86% T = 100% = 100% 4=57% 5=100%

ASSESSMENT ISSUE RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18Unnecesary policies and procedures eliminated 80 15 17 6 37 55

Risk and Impact Analysis By: Key Manager or Special Initiative

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Top 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Accurately identify and address the real issues ineach organization. Quit wasting resources on the wrong issues

Overall Region 1 Region 2 Region 3 Region 4 Region 51396=61% 18=86% T = 100% = 100% 4=57% 5=100%

ASSESSMENT ISSUE RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By: Region-Location

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Top 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Address the real issues in each region-location. Stop wasting resources addressing the wrong issues.

Overall Finance Mkting Manf Admin Research1396=61% 18=86% T = 100% = 100% 4=57% 5=100%

ASSESSMENT ISSUE RANK RANK RANK RANK RANK RANK

I want to be able to say "no" to unrealistic commitments 18 1 11 1 3 53Timely,open and honest communication at all levels 3 2 1 5 5 17I want to know where other job opportunities are 38 3 2 3 9 19

Know what skills and behaviors are needed for success 14 4 30 2 14 10I want mgm't to work together with shared goals 1 5 12 20 2 16Understand our organizations vision for the future 19 6 49 18 1 23Politics and favortism eliminated in my work group 44 7 13 7 6 44Managed without fear and intimidation 36 8 50 12 4 42Be involved in shaping plans and decisions that effect me 5 9 3 29 8 24Mgrs/Supvs sensitive & responsive to needs/concerns of people 23 10 4 38 19 5Everyone to keep the commitments they make 43 11 14 19 7 61

To be able to trust all levels of mgm't and supersvision 2 12 15 35 65 1The assessment of my performance to be fair and consistent. 11 13 5 13 53 15Take appropriate action on those not meeting job requirements. 22 14 16 46 11 18

Risk and Impact Analysis By: Department or Function

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Top 1 thru 5 issues

Top 6 thru 10 issues

Vulnerability

Identify and address the real issues in each department or function. Quit wasting resources on the wrong issues.

Copyright© 2003, Dynamic Management Solutions 34

Executive Overview

Optional Program # 2

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Executive Overview Our executive overview program is based on the creation of an overall strategy of the total person. By this we mean the inclusion of the interests and achievements the client considers critical to their success and happiness. The following modules make up the program.

The Executive Preparation:This section addresses how you can be successful in the professional environment you live in. For the executive who is a non-management profession, this section focuses on the impact of the environment on you. For the management executive, this section focuses on impact of the environment on you as an individual and you as a manager responsible for the environment.

Module #1 “Individual’s Responsibility” in the organization. This module addresses the “Individual’s Responsibility” in the organization. There are 18 elements in an organization that should change or are

changing. This module will assess and prepare you for identifying and taking the action necessary to be successful as the organization changes these elements.

Module #2 “Organization’s Responsibility” in the organization. This module addresses the “Responsibility” in daily and strategic operation of a business or service . This will give you the understanding of critical success factors required by the organization and how you can prepare your personal actions to support them for success.

Module #3 V “Management’s Responsibility” in the organizationThis module addresses “Management’s Responsibility” in the operation of a business or service. Management responsibility includes 12 common dilemmas in every organization. The non-management professional will be able to recognize the dilemmas management must deal with successfully or unsuccessfully. For the management executive you will be able to identify, understand and manage the dilemmas.

It’s Your Life/Career What Are You Going To Do With It! (Optional)The purpose of the section is to confidentially identify, organize, and prioritize the critical categories in a person’s life. We will establish a strategy that will include career, family, significant interests, material/financial wants and needs, and etc. This will include assessment of personality, accomplishments, successes, and failures. Future goals will be established based on the assessments

Summary:Within 3 to 6 months you will have created a personal life plan with goals and action plans. Your goals will be set with a clear understanding, in-depth review and inclusion of all important things in your life. Your goals will have priorities established to assure a successful career and a happy life.

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Copyright© 2003, Dynamic Management Solutions 36

Executive Overview Flow Chart

It’s Your Organization/LifeWhat Are You Going To Do With It?

Module #1Organization’sResponsibility

Module #2Management’sResponsibility

True ColorsWho Are You?Who Are They?

Module #3The Individual’sResponsibility

Relationship

Matrix

Consolidate Information, Establish Action Plans/Goals

Two Meetings One Trip 1500

Two MeetingsOne Trip 1500

Two Meetings One Trip 1500

Through out Process-Telephone/electronic activity

Two Meetings One Trip 1500

Two Meetings One Trip 1500

Two Meetings One Trip 1500

Dynamic Management SolutionsInternational Consulting

Email: changeorfail.com Phone: 210-215-1568

6 month Process = $ 21,000 + expenses ($3k retainer) 34

Example:IMPORTANCE RATING

(How important is this to me?)

SATISFACTION RATING(How satisfied am I?)

Not

imp

ort

an

t

Of

Litt

le

Imp

ort

an

ce

Imp

ort

an

t

Very

Im

port

an

t

Cri

tica

lly

Imp

ort

an

t

Very

D

issa

tisfi

ed

Dis

sati

sfie

d

Neu

tral

Sati

sfie

d

Very

S

ati

sfie

d

• I want to win the lottery. 1 2 3 4 5 1 2 3 4 5

•.I want warm, mild weather in the winter 1 2 3 4 5 1 2 3 4 5.

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Choose The Unique Categories And Terminology For Your Organization Choose The Unique Categories And Terminology For Your Organization

Operation (check oneYour Job Function (check one) Your Senior Manager (check one)

___ General Managers___ Directors / Vice Presidents___ Section Managers___ Engineering Mgrs.___ NON-Engrg. Managers___ Supervisors ___ Engineers & Designers___ Office & Clerical___ Technicians & Crafts___ Production & Maintenance

___ Adams___ Alexander___ Bailey___ Cooper___ Drew___ Rand___ Klein

___ Noelty ___ Admin___ Nunez___ Russell___ Eubanks___ Corporate

___ Information

___ Systems

___ Sales

___ Marketing

___ Finance

___ Research

___ Manufacturing

___ Region 1

___ Region 2

___ Region 3

___ Male

___ Female

Region (check one)Gender (check one) Any Other Categories

“How Do You Want To View Your Organization”“How Do You Want To View Your Organization”

Stage 1: Who? Leader and Consultants

Stage II: Scan/Assessment/AnalyzeWho? Consultants, Key Players

- Determine What Problem(s) to Address- Select “The Best” to Lead - Establish Firm Time Frame For Success- Gain Cross-Functional/Multi-Level Feedback- Conduct Accurate management Assessment- Prepare Key Players For Change

- Gain Cross-Functional/Multi-Level Feedback- Conduct Accurate management Assessment- Prepare Key Players For Change Stage III: Design Program

Who? Consultants and Key Players

Key Player Intense Group Sessions- Prioritize Issues- Design Implementation - Determine Action, Responsibility Dates, and Success Measurement

Key Player Intense Group Sessions- Prioritize Issues- Design Implementation - Determine Action, Responsibility Dates, and Success Measurement

Stage IV: ImplementationWho? Cross-Functional Teams Lead by Key Players

- Assign Best Resources to Issues- Gain Cross-functional Commitment - Remove Barriers

- Assign Best Resources to Issues- Gain Cross-functional Commitment - Remove Barriers

Stage V: Track, Measure, Reward, Repeat

Who? Everyone

- Precise Focus - Lead By “The Best,” - Superior Performance

- Precise Focus - Lead By “The Best,” - Superior Performance

Horizontal Input

• 25 to 100% Improvement in Performance Accomplished Through Scientific Methodology • Results Measured Accurately, Groups and Individuals Rewarded and Recognized

•Total Organization Implementation Through Vertical/Horizontal Work Groups•Total Organization Input Integrated Into Process Creating Ownership

•Leader’s Wants Accomplished by Key Players

Ver

tic a

l Inp

ut

“Your Organization”

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Rules

Desired vs. Undesired

Strategy

Perception vs. realityTools

Function control

Level control

Processes

Policies

Problem Solving vs. Politics

Group performance

Individual performanceAuthority

Measurement

Plans

Goals Management performance

What An Organization Really Looks LikeWhat An Organization Really Looks Like

How one thinks How one acts How one feels

Conflict or Alignment Between Any of the Boxes Below

(Just a partial list of what an organization consist of)

Legend:

Blue –ExcellentGreen- Needs WorkPoor- Organization Liability

White Space ManagementWhite Space Management

“Performance”“Dictated Action”(Formal-Informal)

“Results”

Action + Performance = Results

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Champion: Approved: Yes No Hold

Benefits:

Problem Solving Worksheet

Problem Solving Worksheet

Problem/Issue:

Symptoms

Recommendations and Action Plan:

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Measurement:

Team Members:

Dynamic world-class problem solving techniques and concepts are used and taught to the key players while addressing all of the requirements on this page.

Build a Strong Foundation

Make CustomersSpecial

Simplify

Use Technology

Measure, Act

Power of People

Lead with Care

Set Aggressive Goals

Run the Business, Change the Business

Vulnerability A ssessmentForce Field Analysis

Vulnerability A ssessmentForce Field Analysis

PROS

People Power

CEO Leadership

Customer Focus

Sponsorship for Change

Specialist

Trust

ReactiveTactical

Strong Culture Values

CONSMeasure Accurately

Internal resistance to change

Management reluctant to do things differentlyAssociates skeptical of positive changePoor StrategyCumbersome processes

Functions not willing to change

Never used outside expertise (consult)

General Leadership

Desired ChangeTo more efficiently and effectively identify and meet the wants and needs of our Customers.

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Use world-class Techniques to find and maximize your hidden assets.

Eliminate the issues that are hindering your organization’s performance

Determine The Issues to be A ddressedBy “Work-Out”

What…. - Are The Most Important Issues?- Do We Need To Address/Or Change

Why…. - Are They Important?

Who…. - Would Champion These Issues?- Needs To Be Involved?

How…. - Will We Know That We Have Been Successful

When… - Will Each Step Be Completed- Can We Expect That The Change Will Be In Place

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