Course Description

The purpose of this course is to help you and your leadership team achieve both professional and organizational goals. We will train your leadership team to adopt, implement, and embed the world-class Scaling Up™ tools, skills, and best practices.

The Advanced Phase II course provides participants with a deeper understanding of communication, leadership, and purpose as a team while increasing overall efficiency. Each trainee will work with the customized tools they need to inspire action, results, and accountability towards the company’s larger vision.

How It Works

The following steps outline how training works over 12 monthly modules and 104 hours of instruction. For a more detailed explanation of each module please see Appendix A:

Two-Day Kickoff Training Session

We initiate the training process by working with your leadership team to develop the necessary knowledge, skills, and tools to launch both individual and organizational “One Page Strategic Plans”.

Monthly Full-Day Training Sessions

Working in 8-hour sessions, we’ll complete 1 of 12 training modules each month to build leadership knowledge, drive action toward quarterly goals, and facilitate individual check-ins with leadership.

Also included:

  • Leadership team assessments including 4 Decisions™ (4D), Organizational Health Check™ (OHC), and Opposite Strengths Inventory™ (OSi)
  • Access to all Scaling Up™ PDF exercises, tools, videos and resource materials.

Pricing for the training program:

  • $7,500 per trainee for the year
  • $4,000 per trainee for a 6 month program

Can be invoiced monthly for budgeting purposes and consistency.

Instructor: Rick Moore & Ken Larson

Training within The Scaling UP™ Program consists of 12 Monthly modules:

Module Description Hours Outcomes Delivery Assessment
Month 1 OPSP Update & Core Purpose 16 The team will:

  • Learn how to clearly identify their organization’s core purpose.
  • Use the core purpose to inform the strategic decisions that are required.
On-site presentation, guided discussions, exercises and worksheets for the team to complete. Was the team able to draft an effective core purpose and identify how the core purpose will inform strategic decisions?
Month 2 Profit per X 8 The team will:

  • Identify the most important measurable key performance indicator that identifies if the organization is running well.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Was the team able to identify the Profit per X ratio for their organization?
Month 3 BHAG 8 The team will:

  • Learn what a defines a Big Hairy Audacious Goal (BHAG) for an organization.
  • Learn How the BHAG helps to guide strategic decisions and inspires correct action.
  • Learn how to create a BHAG that can inspire their organization.
On-site presentation, guided discussions, exercises and worksheets for the team to complete. Was the team able to define a BHAG for their organization and use is to refine core strategic decisions?
Month 4 5 Dysfunctions 8 The team will:

  • Learn about the 5 Dysfunctions of a team.
  • Learn how to assess their team to the 5 Dysfunctions of a team.
  • Learn how to overcome the 5 Dysfunctions of a team to promote greater collaboration and honesty within the team.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Was the team able to evaluate themselves to the 5 Dysfunctions of a team? Did they successfully implement the techniques that will promote greater collaboration and honesty within the team?
Month 5 Labor Efficiency Ratio 8 The team will:

  • Learn about how to calculate the Labour Efficiency Ratio(LER) for their organization.
  • Learn about using LER to determine the correct staffing levels and when to add new staff.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Was the team able to generate an LER for their organization?
Were they able to do an evaluation of how efficient their staffing levels are?
Month 6 Communication Rhythms 8 The team will:

  • Learn about the importance of effective communication rhythms within the organization
  • Learn about the critical content that is needed for each type of meeting in the meeting rhythms.
  • Set up daily, weekly, monthly and quarterly meetings.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Were they able to identify the communication rhythm in their organization? Did they establish or shift their meeting schedules to match their rhythm?
Month 7 Core Competencies 8 The team will:

  • Learn the importance of understanding the organizational core competencies.
  • Learn how to determine the organizational core competencies of the organization.
  • Understand how to maximize their core competencies to advance their business.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Was the team able to identify their core competencies? Do they know how they can take the best advantage of their core competencies?
Month 8 3-5 Differentiating Activities 8 The team will

  • Learn the importance of establishing 3 to 5 differentiating activities within the organization that will drive progress towards achieving their strategy and BHAG.
On-site presentation, guided discussions, exercises and worksheets for the team to complete. Has the team identified 3-5 differentiating activities that will support their BHAG? Do they have a plan for establishing these activities?
Month 9 Actions to Live By 8 The team will

  • Learn the importance of establishing 3 to 5 differentiating activities within the organization that will show the core values and purpose alive within the organization.
  • Learn how to establish the 3 to 5 actions that will keep the long-term vision items alive within the organization.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Has the team identified 3-5 actions to live by? Do they have a plan for establishing these actions?
Month 10 Profitability Analysis 8 The team will:

  • Learn about company profitability analysis.
  • Learn how to evaluate company profitability and optimize the fundability of the organization.
On-site presentation, guided discussions, exercises and worksheets for the team to complete. Was the team able to analyze their profitability?
Month 11 NPS & eNPS 8 The team will:

  • Learn about the importance of feedback from both customers and employees.
  • Learn how to develop and deploy a Net Promotor Systems (NPS) to measure customer feedback.
  • Learn how to develop and deploy an Employee Net Promotor System (eNPS).
On-site presentation, guided discussions, exercises and worksheets for the team to complete. Was the team able to identify areas where NPS would be effective?
Month 12 Winning Theme 8 The team will:

  • Learn the importance of getting all team members on the same page using themes that drive effective change within the organization.
  • Learn how to establish effective themes within the organization.
On-site presentation, guided discussions, exercises, and worksheets for the team to complete. Does the team have a plan to develop effective themes with their team?