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 reach your personal and business goals.

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

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

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:

  • $ 4000 +GST/month to Start September 1, 2017 and to end August 31, 2018

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 year

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 also I have completed a degree in Technology Management (B.Tech.) through NAIT and I am also a 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 teams 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 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, preferably offsite retreat for 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 meetings are designed to educate and move the executive and leadership team forward with your “big rocks” and initiatives. We check in with each leader during the meeting and those who may be remote may join us via conference call or Skype. During this meeting we will also complete 1 of the 12 monthly training modules listed below to help build the leadership teams knowledge and capabilities.

Quarterly Training: These are full day meetings with you and your leadership team 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. During this meeting we will also complete 1 of the 11 monthly training modules listed below to help build the leadership teams knowledge and capabilities.

 

 

Training within The Scaling UP Program consists of 12 Monthly modules

Module Description Hours Outcomes Delivery Assessment
Month 1 Start Development of One Page Strategic Plan

 

 

 

17 The team will have the knowledge to develop the One Page Strategic Plan for the organization 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 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 have the knowledge to evaluate the organization to the Rockefeller Habits Checklist and establish individual accountabilities On site presentation and worksheets for the team to complete Was the team able to assess themselves to the Rockefeller Habits Checklist and establish individual accountabilities and
Month 3 Core Values 7 The team will have the knowledge to determine the organizational core values and how to assess if the core values are alive within the organization. On site presentation and worksheets for the team to complete Was the team able to identify and define the organizational core values
Month 4 Talent Assessment 4 The team will have the knowledge to evaluate the employees reporting to them as A, B or C players. On site presentation and worksheets for the team to complete Was the team able to effectively evaluate the relative capabilities of their team members and identify A,B and C players
Month 5 Function Accountability Chart 4 The team will have the knowledge to evaluate who is accountable for each critical function within the organization and identify opportunities for improvement On site presentation and worksheets for the team to complete Was the team able to determine who the accountable person is for each critical function identified and evaluate opportunities for improvement.
Month 6 Cash Acceleration Strategies

 

7 The team will have the knowledge to evaluate the organizations Cash Flow Cycle and determine the actions required to shorten it. On site presentation and worksheets for the team to complete Was the team able to define the Cash Flow Cycle and identify opportunities
Month 7 Power of One

 

4 The team will have the knowledge to review the income and expenses of the organization and determine how small changes can drive more cash to the bottom line On site presentation and worksheets for the team to complete Was the team able to identify the income and expense sources within the organization and how small changes (1%, 1 day) will affect the profitability of the organization.
Month 8 Strengths, Weaknesses & Trends

 

4 The team will have the knowledge to identify organizational strengths, weaknesses and the effects that external trends will have on the organization as well as determine the actions required from this analysis On site presentation and worksheets for the team to complete Was the team able to identify organizational strengths, weaknesses and the effects that external trends will have on the organization as well as determine the actions required from this analysis
Month 9 Core Customer / Brand Promise 7 The team will have the knowledge needed to Identify the core customer and the needed organizational brand promises On site presentation 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 have the knowledge needed to Identify the organizations field of play and any actions needed to effectively exploit the defined area On site presentation and worksheets for the team to complete Was the team able to Identify the organizations field of play and any actions needed to effectively exploit the defined area
Month 11 Key Thrusts 4 The team will have the knowledge needed to identify the key strategies that need to be executed over the next 3 to 5 years to meet organizational objectives. On site presentation 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 have the knowledge needed to Develop individual Priorities, KPIs and Milestones for the upcoming fiscal year On site presentation 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