Executive Impact Kit€¦ · • High-Five Communication Plan I promise a no-nonsense, zero fluff approach in the pages that follow. The details in this kit represent everything you

Executive Impact Kit

www.lumenleader.com

© 2019 Lumen Leadership LLC, All Rights Reserved – Copy with Permission

Dear Executive,The contents of this kit represent the 4 most powerful actions Executive leaders we’ve worked with have taken to maximize their impact. Over a 120-minute period, you will perform work that will positively improve the trajectory of your company. You already have too much on your plate so getting the four critical tasks presented below accomplished calls for certain discipline. My personal approach when I’m facing important but not urgent tasks is to go to my calendar and block out the appropriate time to perform the critical tasks at hand. Then I treat each of those ‘appointments’ as nonnegotiable, non-cancellable. I highly recommend you click over to your calendar right now and block out time to perform each task.

I suggest you name the four 30-minute blocks as follows:• The Vision Quad• 3-Factors Triad• Executive Leverage Worksheet• High-Five Communication Plan

I promise a no-nonsense, zero fluff approach in the pages that follow. The details in this kit represent everything you need to perform the above tasks without any filler. This document also represents the approach we take in our Leveraged Executive Coaching™ program. Finally, this packet is not about putting in more hours. You are already at your max. In fact, you may discover as you engage with the content that follows that the biggest ROIwill only come after you pair back your hours in the office. Having the right impact as an executive is not about trading time for results. It is about becoming the most powerful lever within your organization who leads change and achieves unprecedented results by empowering the talented people who work within your organization.

I wish you every success and happiness as you proceed!

Respectfully,Spencer B TaylorFounder & CEO

A messAGE FROM our Ceo

SPENCER TAYLOR Founder & CEO

The Vision QUad


The Vision Quad The purpose of the Vision Quad is to help you capture your personal and organizational vision along with the impact the fulfillment of that vision will have in the spheres of your personal and professional life.

For a demonstration on how to complete this exercise please visit: http://Lumenleader.com/executiveimpact

My vision is solid and is an active part of my daily decision process

1 2 3 4 5

My peers and direct reports clearly understand my vision

I actively encourage my team to build and share their own vision

1 2 3 4 5

1 2 3 4 5


executive Self-Assessment

Vision Impact

Pers

onal

Prof

essi

onal

Three Factors Triad



Three factors TriadThese focus, connection, and collaborative factors need to be part of your company culture in order to achieve your best results.

01 the Connection factor:

02 The Focus Factor:

The Connection Factor

The collaborative FActor

The Focus Factor

One on Ones: Conduct monthly with each direct report if possible; no less than quarterly. These sessions should be distraction-free (i.e. cell phones off) and should be held in an environment where no interruptions are allowed. Focus your time with direct reports on improving relationships and listening. Handle conflict during these sessions with care with the awareness that in order to effectively navigate conflict with any person, there must be a solid relationship of trust in place prior to resolution.

Next Steps:1. Schedule a one on one with one of your direct reports (the one with the highest potential payoff)2. Review the one on one tutorial video located at http://lumenleader.com/executiveimpact

Daily Huddles: This essential practice enables a rhythm of healthy communication within your teams. Invite each person to choose one thing they will achieve daily that is tied to their critical number (the one metric that is most closely correlated with success in their role). Everyone remains standing during these meetings. Huddles last 12 minutes or less. Choose a word of the day that everyone says in unison at the end of the huddle (think “ready, break!” in a football huddle). A tutorial video is available at the above link to explain additional details.

One Clear Goal

Daily Huddles

One-on-One

My 1:1 with: is scheduled for:

One Clear Goal (OCG): When a mountaineer attempts to climb Everest she must ascend several camps prior to reaching the summit. Think of the OCG as incremental steps toward a larger goal (Jim Collins’ ‘BHAG’). Each person in your organization should have a personal OCG and a professional OCG. Integrate the OCG into one on ones and encourage open sharing of progress or obstacles in huddles and other team engagements. OCG’s should span a 90-day period so each person sets 4 OCG’s per year.

03 the collaboration factor:

Next Steps:1. Schedule your first huddle with your direct reportsNOTE: If a daily huddle is not realistic, start with a weeklyhuddle with your team. See the 1-800-GOT-JUNK example at this link https://www.youtube.com/watch?v=U1Do6tyffE0.

My 1st daily huddle is scheduledfor

For Further Reading: Read the Four Disciplines of Execution by Chris McChesney, Sean Covey and others (Franklin Press, April 2016) for an excellent framework for setting and hitting powerful goals.


I feel a strong sense of unity with my team and we are able to navigate healthy conflictwithout any loss of momentum toward our core objectives.1 2 3 4 5

We review our critical numbers together daily and know what actions we can take toimprove upon each metric.

My direct reports are goal-oriented and we regularly share progress toward our personaland professional goals.

1 2 3 4 5

1 2 3 4 5


Next Steps:1. Lead by example. Set your own personal and professional OCG

My Personal OCG: My Professional OCG:

Achieved By: Achieved By:

Executive Leverage Worksheet



Executive leverage worksheet

Project Notes

Risk Factors Critical Questions

Meeting Rhythm

Objective

Success Metrics Change Team Members TL


My team is second-to-none when it comes to holding their direct reports accountable. Our people rarely miss deadlines

1 2 3 4 5

Our organization is very good at bringing talented people in various roles together toaccomplish something significant while still maintaining their daily responsibilities.

Senior leaders at our company are very skilled at measuring and reporting the right numbers.

1 2 3 4 5

1 2 3 4 5



high-five communication

plan



1. Write the names of the five people in your work environment you interact with most often. 2. Write a score between 1 and 10 that indicates the strength of the relationship you have with each personlisted during step 1.3. Write one action you will take within the next 30 days to increase your level of trust with each person.

HIGH-FIVE COMMUNICATION PLANMY

HIG

H-FIV

E 1. Next Step:

2. Next Step:

5. Next Step:

4. Next Step:

3. Next Step:

How to complete:

Name: Score:

Name: Score:

Name: Score:

Name: Score:

Name: Score:



Communication is flowing freely between me and the five people I communicate withmost frequently (no score below an ‘8’).

1 2 3 4 5

I was able to easily identify a next step to make my communication with my inner circleeven stronger.

My senior leadership team communicates with their direct reports very well and isconstantly building new communication skills across their areas of influence.

1 2 3 4 5

1 2 3 4 5


about lumen leadershipLumen Leadership is a co-operative comprised of the most talented executive coaches in the marketplace who adhere to a consistent set of time-tested, proven standards to ensure each client achieves measurable results. Our Leveraged Executive Coaching™ program is especially built to help leaders of small to medium-sized companies who are ready to scale their organizations to the next level.

About leveraged executive coaching™

Companies we’ve worked with:

how to engage with us:


We welcome the opportunity to talk about your needs in a nopressure call to determine if it makes sense to work together. Please visit this link to set up a call directly with our CEO: https://calendly.com/lumenleader/introductory-call

Prior to shifting our focus to executive coaching, we conducted a series of successful projects with business teams. Though the projects were successful, we noticed that when the executive is directly involved (especially in holding her people accountable), the results are exponentially better. Thus Leveraged Executive Coaching™ was born asa framework to provide just the right steps that help each executive leader achieve true executive impact.

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Documents

Executive Impact Kit€¦ · • High-Five Communication Plan I promise a no-nonsense, zero fluff approach in the pages that follow. The details in this kit represent everything you