At Traverse, we don’t believe growth happens by chance. It takes dedication, hard work and most of all — structure. Our structure is based off of the philosophies in Scaling Up. The goal of this program is to help you ” turn what feels like an anchor into wind at your back “. When the steps are studied and followed you will be able to create “a company where the team is engaged; the customers are doing your marketing; and everyone is making money.”

The structure we put in place has been honed and perfected over decades of coaching tens of thousands of CEO’s to not only reach their goals — but to understand what their goals should be.

The Four Decisions Business Assessment technique helps prepare you to make the most of the four critical decisions facing every business leader:

Attract and keep the right PEOPLE

  • Become a magnet for A Players who are dedicated to your goals
  • Increase accountability and results
  • If you had to start the company all over tomorrow, would you enthusiastically rehire everyone on your team?

Create a truly differentiated STRATEGY

  • Clarify your core values
  • Discover your SWOTs and trends
  • Determine your 3-5 year key strategies to catapult your growth

Drive flawless EXECUTION

  • Learn and apply the Rockefeller Habits 2.0
  • Create a culture of accountability
  • Fine-tune processes to run without drama

Have plenty of CASH to weather the storms

  • Accelerate cash flow to fuel your evolution
  • Improve your sales cycle and make sure you are never short on cash

The ultimate purpose of us working together is to
help you achieve your professional and business goals.

The following steps outline how training is over 12 monthly modules and 73 hours of instruction (over 52 weeks). For a more detailed explanation of each module please see Appendix A:

  • Two Day Kickoff Training: I will work with your leadership team to transfer the necessary skills and knowledge to develop your “One Page Strategic Plan”.
  • Monthly Training: I will work with your leadership team for a ½ day during these monthly training sessions.
  • Quarterly Training: I will work with your leadership team for a full day during these quarterly training sessions.

Also Included

  • Leadership Team DISC profile
  • Access to all “Four Decisions™” PDF tools in addition to the Scaling Up Tools.

Your program will consist of the following monthly investment:

  • $ 4,000 + GST/month (subject to adjustment depending on the number of trainees)

Pricing, Terms & Conditions

I extend two unconditional guarantees:

  • If you are not fully satisfied with your results, you can pay the amount of the invoice that you feel you have received as value to your company.
  • You may opt out of our agreement at any time.

The total training Hours will be 73 over the course of the 12 modules.

Instructor: Nick Scott, B.Tech, P.Tech(Eng.), ROES
(https://www.linkedin.com/in/nickscott42/)

Nick Scott is a certified Gazelles International business coach with over 20 years of experience working to build and improve on best business practices. Nick has completed a degree in Technology Management (B.Tech.) through NAIT and he is Professional Technologist (P.Tech.(Eng.) and Registered Organizational Excellence Specialist (ROES).

Appendix A

All organizations run best when the correct decisions are made in the following areas:

  1. People: Build your team’s performance
  2. Strategy: Build a business model that is profitable and drives growth.
  3. Execution: Stay focused and implement all the critical elements of your strategy.
  4. Cash: Keep a strong cash flow to drive growth.

We call these the “Four Decisions”.

In pursuit of your goals, we will first seek to identify them clearly and start to develop a One Page Strategic Plan that will align your long-term business goals and the required short-term actions.

As we develop the One Page Strategic Plan, we will identify specific needs within your company related to People, Strategy, Execution and Cash. As opportunities for improvement arise, we will work together to transfer the necessary skills and knowledge to resolve the situation and maximize the opportunities. During this time, we will identify knowledge gaps and seek to fill them.

We will work together in the following way:

Two Day Kickoff Training: This will be a two-day retreat for participating members of the leadership team based on the intellectual property of the Gazelles International system and includes individual and team exercises, resources and concepts. During the two days, we will work together to transfer the necessary skills and knowledge required to develop your “One Page Strategic Plan”.

Monthly Training: These monthly, half day training sessions are designed to educate and move the participating leadership team members forward with your “big rocks” and initiatives. We check in with each leader during the session and those who may be remote may join us via conference call or Skype. During these sessions, we will also complete 1 of the 12 monthly training modules listed below to help build the leadership team’s knowledge and capabilities.

Quarterly Training: These are full day training sessions with your participating leadership team members and will occur immediately after each quarter has been completed and we have up to date data. The intent is to look back and review the quarter with your big rocks and key initiatives. I will guide you in this process and each member of the leadership team will report how they did. We will identify what worked, what didn’t and make the necessary adjustments for the next quarter, with the aim of further building the leadership team’s knowledge and capabilities.

 

Training within The Scaling UP Program consists of 12 Monthly modules over 52 weeks.

Module Description Hours Outcomes Delivery Assessment
Month 1 Start Development of One Page Strategic Plan 17 The team will:

·       Learn how the Four Decisions (People, Strategy, Execution, Cash) create a foundation for business strategic planning.

·       Have the knowledge to develop their One Page Strategic Plan based on these Four Decisions including 3 to 5 key thrusts for the next 3 years, 3 to 5 Objectives for the current fiscal year and 3 to 5 Rocks for the current quarter.

On site presentation, guided discussions, and worksheets for the team to complete Was the draft One Page Strategic Plan completed with identified Key Thrusts, Yearly Objectives and Quarterly Rocks?
Month 2 Rockefeller Habits Checklist / WWW 4 The team will

·       Learn how to evaluate the organization using the Rockefeller Habits Checklist

·       Have the knowledge to establish individual accountabilities based on this evaluation that are in line with their One Page Strategic Plan.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to assess themselves to the Rockefeller Habits Checklist?

Did they each establish individual accountabilities?

Month 3 Core Values 7 The team will:

·       Learn how to recognize values that are “alive” and contribute to organizational culture and growth.

·       Learn how to assess the effectiveness of their organizational values.

·       Have the knowledge to review and/or create organizational core values that match the kind of culture and growth they are trying to build in their One Page Strategic Plan.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to identify and define the organizational core values?

If needed, were they able to create or redraft core values that match their vision for growth?

Month 4 Talent Assessment 4 The team will:

·       Learn employee profile types (A, B, C).

·       Learn how matching profiles, job positions and work tasks can contribute to or detract from building the organization.

·       Have the knowledge to evaluate the employees reporting to them as A, B or C players.

·       Have the knowledge to place and hire employees more effectively in positions suited to their strengths.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to evaluate the relative capabilities of their team members and identify A, B, and C players?

Were they able to identify areas of improvement in employee placement and/or hiring?

Month 5 Function Accountability Chart 4 The team will:

·       Learn how to assess what are the critical functions within the organization that are critical for growth.

·       Assess who is accountable for each critical function within the organization.

·       Have the knowledge to identify and act on opportunities for improvement.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to determine who the accountable person is for each critical function identified?

Were they able to identify opportunities for improvement?

Month 6 Cash Acceleration Strategies 7 The team will:

·       Learn about the Cash Flow Cycle and how it impacts potential for organizational growth.

·       Have the knowledge to evaluate the organization’s Cash Flow Cycle

·       Have the knowledge to determine and execute the actions required to shorten it.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to define the Cash Flow Cycle?

Were they able to identify opportunities for improvement?

Month 7 Power of One 4 The team will:

·       Learn how small changes (1%, 1 day) can drive more cash to the bottom line.

·       Have the knowledge to review the income and expenses of the organization.

·       Have the knowledge to recognize what small changes may have big impact on the organization’s cash flow.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to identify the income and expense sources within the organization that could be small changes with big impact?
Month 8 Strengths, Weaknesses & Trends 4 The team will

·       Learn how to identify organizational strengths, weaknesses

·       Assess what effects the identified external trends will have on the organization

·       Have the knowledge to determine and execute the actions required from this analysis.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to identify organizational strengths, weaknesses?

Were they able to identify potential effects external trends will have on the organization?

Were they able to determine potential actions required from this analysis?

Month 9 Core Customer / Brand Promise 7 The team will:

·       Learn about the power of creating a brand promise that has meaning for the organization’s core customer.

·       Learn how to Identify the core customer.

·       Have the knowledge to create organizational brand promises that matches organizational values and the core customer.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to Identify the core customer and the needed organizational brand promises?
Month 10 Sandbox 4 The team will:

·       Assess the organization’s potential fields of play

·       Have the knowledge to identify and execute any actions needed to effectively exploit the defined area

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to Identify the organization’s field of play and any actions needed to effectively exploit the defined area?
Month 11 Key Thrusts 4 The team will:

·       Learn about pulling out Key Thrusts to support strategic growth planning.

·       Assess what Key Thrusts might be valuable for organizational growth for the next 3 to 5 years.

·       Have the knowledge to identify and describe the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives.

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives?
Month 12 Individual Plan: Priorities, KPIs and Milestones 7 The team will:

·       Learn about matching individual Priorities to support strategic growth planning.

·       Learn how to use Key Performance Indicators (KPI) and milestones in strategic growth planning.

·       Have the knowledge needed to develop individual Priorities, KPIs and Milestones for the upcoming fiscal year

On site presentation, guided discussions, and worksheets for the team to complete Was the team able to develop individual Priorities, KPIs and Milestones for the upcoming fiscal year?
  Total Hours: 73