ACTION ITEM 1a. FINALIZE OUR TEAM VISION
L EA D ERS H IP S ERIESACTION ITEM1a. FINALIZE OUR TEAM VISIONPURPOSEDefine where your team is going and why you aregoing there.TIME60 minutesInvite your team to finalize the draft team vision statement you created duringthe module.INSTRUCTIONS:1. Share the purpose of a team vision statement: It explains where you’regoing—the rallying point for people to give their finest and best efforts.2. Share your draft team vision statement with your team. Explain your thinking and the vision statement’s importance. Ask for feedback and take clarifying questions.3. Engage your team to get their input and ideas.4. Work together to finalize your team vision statement. Refer to the “TeamVision” card (1) to make sure your team vision is inspiring.Watch the video We Choose to Go to the Moon with your team. How can our vision inspire our team?TIPS: Finalizing your team vision and strategy is a great activity for an offsite team retreat. Share the questions in advance to give team memberstime for reflection and analysis.SUGGESTED COLLABORATION METHOD:MIX-PAIR-SHARE OR STORMBOARD. Franklin Covey Co. All rights reserved.
1b. FINALIZE OUR TEAM STRATEGYPURPOSEFinalize the strategy that will help your team achievetheir vision.TIME60–120 minutesInvite your team to work together to finalize your team strategy. Revisit andrevise your team strategy annually or as needed.INSTRUCTIONS:1. Share the purpose of a team strategy: It explains how you are going toachieve your vision in a way that meets stakeholder needs.2. Share your draft team strategy with the team. Explain your thinking and the strategy’s importance. Ask for feedback and clarifying questions.3. Engage your team by asking them for their input and ideas. Use theRelevant Team Strategy tool as needed. Customer-Needs Analyzer Strategic-Context Analyzer Team-Capabilities Analyzer Bottom-Line Analyzer4. Finalize your team strategy. Review the Relevant Team Strategy tool and work together to finalize yourteam strategy. Work as a team to finalize your team-strategy language.Watch the video Copa Airlines with your team. How can our team’s vision and strategy link to the organization’s? Franklin Covey Co. All rights reserved.C REAT E A S H A RED VIS ION AN D STRATEG YACTION ITEM
IM P L EM EN TAT ION GU ID ERELEVANT TEAM STRATEGYExplore how to increase your team’s relevance.CUSTOMERS’ NEEDSWho are your most important internal and external customers? What dothey want or need from you?TEAM CAPABILITIESWhat does your team do best? Where are the gaps? Franklin Covey Co. All rights reserved.
CAPABILITIESTEAMSTRATEGYBOTTOMLINESTRATEGIC CONTEXTWhat organizational strategies do you need to link to? What other factorsdo you need to understand and consider?BOTTOM LINEHow does your team add value? How do you impact the bottom line? Franklin Covey Co. All rights reserved.CONTEXTC REAT E A S H A RED VIS ION AN D STRATEG YCUSTOMERS
IM P L EM EN TAT ION GU ID EOur Team StrategyINSTRUCTIONSUse the template below as a guide, or use a flip chart to freewrite yourteam strategy.Team Name:We serve (customers):By focusing on:We help our customers achieve (desired results):This will help our organization achieve (mission, vision, strategy):And drive our business model through (cash, margin, velocity, growth):SUGGESTED COLLABORATION METHOD:FLIP CHART/WHITEBOARD OR GOOGLE DOCS Franklin Covey Co. All rights reserved.
EXAMPLESGLOBAL OPERATIONS TEAM, MANUFACTURING COMPANYWe serve sales offices worldwide through a lean and flexible globalmanufacturing system to achieve their expansion targets. We also enable ourcompany to increase market share, enable sustainable growth, and doubleprofitability over the next three years.CREATIVE-SERVICES TEAM, PRODUCT COMPANYWe provide creative expertise to other teams to help them develop world-classproducts. By doing this, we help our organization launch great products anddrive the organization’s economic model through speedy support and creativeexcellence, establishing a world-class brand.REGIONAL SALES TEAM, PHARMACEUTICAL COMPANYWe support healthcare professionals in our region through expert educationand research on 12 target drugs so they can make educated choices whenprescribing. By increasing the prescription percentage from 65 percent to 75percent in the next year, we will drive growth and increase revenue by over 30 million.PROJECT TEAM, IT COMPANYWe help internal project managers and department heads meet their uniquebusiness objectives by building custom software. By doing this, we help ourorganization increase its efficiency and productivity, and achieve its goal ofreducing annual operating expenses by 2 million. Franklin Covey Co. All rights reserved.LEA171416 Version 1.0.0C REAT E A S H A RED VIS ION AN D STRATEG YTeam Strategy
1. Share the purpose of a team vision statement: It explains where you’re going—the rallying point for people to give their finest and best efforts. 2. Share your draft team vision statement with your team. Explain your thinking and the vision statement’s importance. Ask
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checkpoint levels, you will see a button that says, “Finalize 1 Child” or “Finalize # Children”. This button indicates how many children’s checkpoint levels can be finalized for that area. Select the FINALIZE 1 CHILD or FINALIZE # CHILDREN button
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Finalize and Print the Bill 1. Access the Finalize and Print Invoices page using the following path: Main Menu Billing Generate Invoices Non-Consolidated Finalize and Print Invoices 2. Click the Search button to display any existing run controls. If you do not have a run
Action Items Quick Reference Guide Newforma 2015 Page 4 Modify / update action item 1. Select an action item in the Action Items activity center and select Modify in the Tasks panel. 2. Update any information in the Modify Action Item dialog box as needed. For example, change the Status or add information on the Description tab. Select
Annual Report on Form 10-K Table of Contents Part I Page Item 1. Business 1 Item 1A. Risk factors 11 Item 1B. Unresolved staff comments 37 Item 2. Properties 37 Item 3. Legal proceedings 38 Item 4. Mine safety disclosures 39 Information about our executive officers 39 Part II Item 5. Marke
