Agenda

After completing two days of sessions, learning the importance of seven questions, and making one promise to your organization you will have a mindset shift that unlocks the “Why” behind your Organizational Operating System like EOS, Rockefeller Habits, Scaling Up, 4DX, or Holacracy.

Sunday

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5:30pm – 6:30pm

Shaffer-Kenan Lounge

Meet and Greet (Optional)

Arrive and get settled at the Rizzo Center in Chapel Hill. We will gather in the restaurant for a very informal meet and greet for those that can attend (optional)

Monday

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7:30am - 8:00am

Breakfast

Bagels and Spreads, Muffin and Breakfast Bread, Plain and Fruit Yogurts, Fresh Fruit, Juice, Cold Cereal with Whole and Skim Milk, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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8:00am – 8:30am

Why Make A Promise? What Does It Sound Like?

Objective #1: Addressing some of the primary questions, complaints, and concerns many leaders have with Organizational Operating Systems (OOS):

  • How do I train my people around our OOS?
  • How do I get people to buy into what we are doing other than just doing it and hoping they “get it” as we use it over time?
  • How do I get faster buy-in?
  • How do I perpetuate buy-in?
  • How do I bring new people up to speed really fast?”

This is a super common problem directly addressed with the 7Q7P Framework. If you have installed tools from EOS, Rockefeller Habits, Scaling Up, 4DX, Holacracy, etc. the 7Q7P Framework becomes your syllabus for training and on-boarding around your OOS tools, the “why” your employees will buy-in to. When they see the OOS tools are designed to help them get to and maintain Yes – when they see the tools as something being done For Them v. To Them they will buy-in and drive the effort. One of the things you will leave prepared to do is to confidently show this overlap and teach and coach to it, onboard and train to it.

Objective #2: We want you to enjoy what we call a Perpetual Roll Out of your OOS. One of the big issues with OOS implementations is that there is a ton of focus and training upfront as the OOS gets implemented. The problem is people turn-over inside companies, they come and go, this creates cycles of momentum loss, loss of memory. While the folks at the top do not rotate that often, the front-line folks change more often and we need a way to bring them up to bring them on board and keep them up to speed.

Objective #3: Our Goal for our two days together is for you to be able to really understand and feel the power of making and keeping 7 Fundamental Promises with your organization. Imagine having the guts to stand in front of your company and say the following:

Everyone; I am making a promise to you and to myself. I am promising to surround you with people who share our core values, who believe in what we are doing, who understand and embrace how they fit in and are accountable to you and everyone else, who get what our objectives are, actively share their thoughts, always have an attitude of growth and are free of drama because they are balanced. This is the kind of organization I always dreamed of and the one, with your help, I intend to build and protect.

Being able to actually make the promises verbally. Practice makes perfect and we want you to get familiar with verbalizing them, making them second nature.

Objective #4: Understand that leading is making a promise a promise about the future that others can see themselves in and when you are leading.

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8:30am – 9:15am

Unlock “The Why” Behind Your Organizational Operating System.

Objective #1: Tune in to your favorite radio station WIIFM (What’s In It For Me). We want to paint a clear picture for you that shows exactly how the 7Q7P Framework adds perpetual and permanent momentum to your OOS and company, and we want to tie this to financial results you will enjoy.

Objective #2: We want to lay down a quick base-line in the psychology of tribes that we directly address through the framework – it is the foundation that one needs to understand when committing to this approach.

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9:15am - 9:45am

The Four tools that will make you a momentum machine

The 7Q7P Perpetual Momentum Framework adds 4 significant yet simple tools to your OOS Toolbox. We will spend 30 minutes introducing these to you so you have a context, upfront, of how you will go about taking advantage of the power locked up in your OOS.

Objective: Our goal is to get you up to speed, getting our heads around them on a shallow level so we can learn about how they play a part in the material we will cover over the next two days.

  1. 7 Questions Culture and Engagement Survey™
  2. The Seasonal Conversation
  3. The Promise
  4. The Organizational Cognizance Model
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9:45am - 10:15am

Take the survey and answer “Where are we now?”

Objective: We want you to understand the simple way you measure your momentum. We must “inspect what we expect” and the way we do that is by using a simple survey technique that helps us establish a baseline and creates a talking script. If people can see that we have a way to address what we survey, what we measure they will be more apt to buy-in.

This will be very interactive, high participation from all, you will take the survey and share with your peers

This section is our first official pass through the 7 Questions. During the two days, we will make multiple passes, digging deeper each time in understanding and practical usage.

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10:15am - 10:30am

Break

Morning snack, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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10:30am - 11:15am

Belong?

Objective: What Belong Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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11:15am - 12:00pm

Believe?

Objective: What Believe Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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12:00pm - 1:00pm

Lunch Buffet

Soup of the Day; Salad Bar with Mixed Garden Greens and a Variety of Toppings, House Made Dressings; Deli Bar with Meats, Cheeses, Breads, Rolls, Sliced Tomatoes, Red Onions, Leaf Lettuce, Condiments; Chef’s Feature Item, Chef’s Selection of Entrees; Seasonal Vegetables; Assorted Breads, Sweet Cream Butter; Chef’s Choice Assorted Desserts; Seasonal Fruit Display, Iced Water set at each seat, House Blend Dark Roast Coffees and Gourmet Teas

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1:00pm - 1:45pm

Accountable? [SECRET SAUCE]

Objective: We really have to put our thinking caps on, we go from fluffy, touchy-feely stuff, to hard hats and picks. We refer to this third question as the hinge question, the hinge that connects the organization’s vision, mission, and values with the work employees will actually participate in to achieve the vision.

Our goal here is to help you get your head around the fact that your grandfather’s Org Chart or multi-level direct report chart will not cut it anymore. This is the Introduction to the Organizational Cognizance Model that we employ for our heavy lift.

  • What Accountable Means thru the lens of the OCM model
  • Understanding your and your company’s part of the deal, your “Heavy Lifts” (Much of day two is teaching facilitations you will use in your organization to get to the critical answers the OCM demands).
  • Take an inventory of your OOS tools, group discussion of what other tools folks are using, strategize around how you can use what you already have to achieve the clarity offered via the OCM approach.
  • Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise

We want your people to be able to say:

  • I understand and embrace the Purpose of my Job and Positions
  • I know who I Report To
  • Who I turn to for Mentoring
  • Who I turn to for Coaching from each of my Positions
  • I know my long term Objectives and short term Key Results
  • I know what Teams I am part of and what Meetings I attend and why
  • I know the Workflows I participate in and the Processes I follow and maintain
  • I know why I login to certain Systems
  • I know who I interface with internally and externally
  • I know exactly what Skills I need to fill my Jobs and Positions

I am cognizant.

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1:45pm - 2:30pm

Measured?

Objective: What Measured Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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2:30pm - 2:45pm

Break

Trail Mix, Assortment of Candies, House Made Snacks, Whole Fruit, Iced Tea, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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2:45pm - 3:30pm

Heard?

Objective: What Heard Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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3:30pm - 4:15pm

Developed?

Objective: What Developed Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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4:15pm - 5:00pm

Balanced?

Objective: What Balanced Means by understanding your and your company’s part of the deal, your “Heavy Lifts”

  1. Inventory of your OOS tools. Group discussion of what other tools folks are using.
  2. Practice your promise. Group discussion around tips, best practices, thoughts for delivering this promise.
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5:00pm

Conclude

Tuesday

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8:15am - 8:45am

Breakfast

Bagels and Spreads, Muffin and Breakfast Bread, Plain and Fruit Yogurts, Fresh Fruit, Juice, Cold Cereal with Whole and Skim Milk, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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8:45am - 10:30am

The Organizational Cognizance Model Facilitation Tool - How to Crack Eggs, Pull Teeth, and Make Omelets

Death of the Org Chart Rise of the Organizational Graph – We will take our discussions from day one and learn how to do the facilitations around this all-important tool. Cracking Eggs is how we discover all of the Thinking Positions your Leaders need to be accountable for. We will use a real-life, interactive example that you will participate in. Hard work, deep thinking, but fun.
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10:30am - 10:45am

Break

Morning snack, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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10:45am - 12:00pm

The Organizational Cognizance Model Facilitation Tool - Flower Power

We will practice and actually do a couple of Flower Power exercises to prepare ourselves to facilitate our “Doing” positions. You will be prepared to use this tool when you get back into the office.
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12:00pm - 1:00pm

Lunch Buffet

Soup of the Day; Salad Bar with Mixed Garden Greens and a Variety of Toppings, House Made Dressings; Deli Bar with Meats, Cheeses, Breads, Rolls, Sliced Tomatoes, Red Onions, Leaf Lettuce, Condiments; Chef’s Feature Item, Chef’s Selection of Entrees; Seasonal Vegetables; Assorted Breads, Sweet Cream Butter; Chef’s Choice Assorted Desserts; Seasonal Fruit Display, Iced Water set at each seat, House Blend Dark Roast Coffees and Gourmet Teas

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1:00pm - 1:45pm

Using the 7 Questions Culture and Engagement Survey™

A cornerstone tool: We will reintroduce the survey and share some tools you can use with your leadership team to find agreement on how you will start to use the survey.
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1:45pm - 2:30pm

Using the 7 Questions Seasonal Conversation

Another cornerstone tool: We will introduce you to the format and discuss how you use the 7 Question Seasonal Conversation for perpetual momentum.
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2:30pm - 2:45pm

Break

Trail Mix, Assortment of Candies, House Made Snacks, Whole Fruit, Iced Tea, Freshly Brewed Coffee (Regular and Decaf), Hot Tea, Assorted Sodas, Bottled Spring Water

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2:45pm - 3:15pm

Mapping the 7 Question - 7 Promise Framework to your Organizational Operating System

The 7 Questions – 7 Promise Framework is no good without an Organizational Operating System in place to be able to keep your Promises. During these 30 minutes, we will take you through a mapping exercise you can use with your leadership team that creates results you will share with your organization as part of keeping the promises.
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3:15pm - 3:45pm

Making and Keeping Your Promise

For our brave participants, this will be the time for us to practice in front of a group before we have to share it with our organization.
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3:45pm - 4:00pm

Bringing it all together

Are you taking the Red Pill?
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4:00pm

Conclude