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Strategy and Tools for Transformation Leaders

Align strategy, culture, customer experience, human performance and success



The Strategy and Tools for Transformation Leaders workshop is designed to make complex transformation much easier, the pace much faster, and the results bigger than anything you’ve seen.

It is normal to attack single symptoms of organizational under-performance as if they are the root causes preventing excellence. Themes such as process improvement, employee engagement, service responsiveness, waste and cost reduction, technology adoption, and performance measurement masquerade as the cure. As an insightful leader, you recognize the true pursuit of excellence is multi-dimensional, constrained by organizational culture, and is a highly complex endeavor.

The new leader is impatient to achieve “impossible” outcomes, excite customers, engage empowered employees and set new measures of success others can only dream about.  It is a tall order requiring an entirely new focus, paradigm and tools.  Success requires a transformation system as well as a systems approach to transformation.  This workshop provides you with both. It starts with transforming how you envision excellence, then equips you to achieve what you never thought possible, such as these repeated practitioner results:

  • New monthly revenue of $8 million
  • Process time reductions of 80%
  • Cost savings of $20 million in two years
  • Customers transformed into raving fans
  • Dramatic improvement in employee selection, placement, performance
  • Measurement of intangible knowledge work across the enterprise
  • National & industry awards for excellence and best-in-class performance
  • Engaged employees who view their work as a calling, not a job


Strategy and Tools for Transformation Leaders Takeaways

  • Mastering Excellence: A Leader’s Guide to Aligning Strategy, Culture, Customer Experience and Measures of Success.
  • A cultural IQ assessment revealing excellence strengths/needs in four key areas of leadership
  • Tools to apply the new transformation system, unavailable elsewhere
  • The Strategy Map for connecting strategy to daily work, applicable to everyone
  • 10 Steps to Excellence: Your road map to success
  • Six Leadership Levers: Eliminate the sources of ambiguity, confusion, chaos and conflict; simplify and accelerate cultural change
  • 8 Dimensions of Excellence framework that integrates and balances priorities related to initiatives, measures, strategy, operations and values
  • A tool that removes “service” ambiguity, making intangible work concrete and measurable
  • Strategic Project criteria shown to increase satisfaction & workforce capacity, saving cost and time
  • A Voice of the Customer method that is easy, powerful and unique
  • The method for mapping, analyzing and improving any process by 80%
  • How to measure the seemingly immeasurable

Strategy and Tools for Transformation Leaders Learning Objectives 

You will learn how to…

  1. Use new tools to connect strategy, daily work and customer insight
  2. Make intangible knowledge and service work concrete, measurable, repeatable by design
  3. Move from an internal, process-out focus toward an outcome-in culture of excellence
  4. Determine who “the customer” really is in every context and why it matters
  5. Apply insights mastered by Steve Jobs, Herb Kelleher, Patch Adams, Jeff Bezos & others
  6. Strengthen the four dimensions most performance measurement systems miss
  7. Inject existing initiatives with a strong customer bias, strengthening what you do well
  8. Use 6 Leadership Levers of cultural change to defeat failure and delay
  9. Assure any improvement effort yields at least a 5:1 return on effort
  10. Uncover, translate, design for and satisfy the Voice of the Customer
  11. Objectively measure seemingly squishy and immeasurable customer perceptions
  12. Use a critical, unrecognized societal and demographic change to achieve leadership
  13. Use a new method to rapidly identify and cut 90% of process time, cost and waste
  14. Prioritize and frame projects for optimum initiative and strategic success
  15. Avoid surveys that ask the wrong questions of the wrong people, creating distraction

Strategy and Tools for Transformation Leaders Outline

Module 1

1.The 8 Dimensions of Excellence framework

  • Self-assessment: your strengths on customer knowledge, strategy and improvement
  • Separating and prioritizing process, product and outcome expectations
  • Aligning mission, strategy, measures, customer values, behavior: roadmap & steps
  • Ambiguity and use of six levers for your own leadership and cultural transformation
  • How to advance your current initiative(s), such as Lean Six Sigma, MBNA criteria, ISO 9001 and other approaches
  • Vital Lies: constraints on excellence

2. Redefining Knowledge and Work as Products

  • Four key questions that advance traditional management of excellence and quality
  • The remedy for the six reasons service is so difficult to define, manage and improve
  • How to define “service” and knowledge work as measurable products
  • Connecting strategic direction to daily work, relevant to everyone
  • The #1 characteristic driving enterprise growth (think Steve Jobs)
  • The fastest growing product category you could be in (but probably aren’t yet)
  • The key things we should know (but few do) about every product
  • Identifying the “root cause” of failure and success: A $20 million case

3. Laser Focus on the Customer (including employee customers)

  • Unambiguously determining who “the customer” is in every context
  • Differentiating the three roles a customer can play, and why it matters
  • Enhancing success by empowering the right customers
  • What we should learn from Steve Jobs, Elon Musk, Jeff Bezos, others

4. Connections between employees, teams, and workforce performance

  • Eliminate the practice most hated by bosses and employees
  • The high performance team
  • How leaders of HR, Quality, IT, and Customer Service can excel

5. Summary of Module 1, case study for reference, morning assignment

Module 2

1.Integrating The Voice-of-Customer, Innovation and Great Design

  • Ten reasons surveys fail and how to improve success
  • The “word formula” questions that always uncover what customers want
  • How to separate and balance the 12 critically different customer voices
  • Convergent versus divergent thinking: Why GE never made candles
  • Innovation and design thinking to drive WOW!

2. Measuring the Seemingly Immeasurable, With & Without Surveys

  • Why and what to measure while avoiding overkill
  • How to translate squishy perceptions into objective measures
  • Building the product/service design table

3. Rethinking Process

  • The two processes to keep in mind as separate
  • Activity versus product flow
  • How to cut time and complexity by 90%
  • The minimum six measures to know and report on every target process

4. Connecting the Dots and Taking Action

  • Deployment with high potential, high readiness, high visibility
  • Heroes, not martyrs
  • Leadership’s role and the action plan

2 Day Workshop

Strategy and Tools for Transformation Leaders Intended Audience

This workshop is for members of the C-suite, change leaders, initiative champions and their teams responsible for conceiving and executing top-flight performance improvement and innovation your colleagues, customers and employees will notice, love and emulate. Leaders from internal disciplines including quality management, human resources, IT, customer service, marketing, and supply management.