WIXLIB

GET A GRIP ONYOUR BUSINESSHOW A BUSINESS OPERATING SYSTEMCAN HELP YOU BETTER RUN YOURBUSINESS, HAVE MORE FUN AND MAKEMORE MONEY ALONG THE WAY.

Greg KarlChief Strategist, Facilitator, Executive CoachTricia WoodmanOwnerRed Quill Hospitality Solutionswww.redquillsolutions.comCorkys BBQ and Simply Delicious Cateringwww.corkysbbq.com www.sdcmemphis.comFormer President, Epicurean GroupFormer ICA Board MemberICA Board Member

Our Goals forToday1)GIVE YOU AN OVERVIEW OFWHAT A BUSINESS OPERATINGSYSTEM IS.2)HIGHLIGHT THE KEY POINTS ANDKEY OUTCOMES OF EACHSECTION OF THE BOOK/SYSTEMTRACTION.3)GIVE SOME EXAMPLES OF HOW ITHAS CHANGED CATERINGBUSINESSES.4)ENCOURAGE YOU TO GO FOR ITAND NOT ONLY CHANGE YOURBUSINESS BUT ALSO YOUR LIFE

WHAT IS ABUSINESSOPERATINGSYSTEM?A proven way to set avision for your future andstrategize the steps to getthere.A powerful way to run yourcompany that will give youmore focus, more growthand more enjoyment.

Five Most Common Frustrationsof an Owner/LeaderLACK OF CONTROLThe business iscontrolling youTEAM ACCOUNTABILIYPEOPLEYour not all on thesame page and yourfrustratedPROFITThere’s not enough of itUninspired, flavor of themonth, lack ofaccountability andleadershipSTAGNATIONReal growth hasstopped and you cantbreak through

Survey Says! VISION60% Don’t have a vision or it isn’t useful. PEOPLE50% had uneven teams. 50% had mostly A and B players. CULTURE 50% have an OK or toxic culture. 40% healthy. 10% W.C. CLIENTS40% don’t have enough clients. 60% just enough to maintain. DATA70% have poor or little data. YOU70% are not delegating well. FOCUS80% mostly focused at the leadership level or laser focused

Three Main Business Operating Systems– all with similar messages

How to Get Unstuck! – The Traction WayPROVEN SYSTEM1) INSPIRED VISIONInstall a B.O.S. based onproven, basic tools usedby the most successfulbusinessesKnow clearly where yourgoing next3) DATA4) ISSUESClear data to gaugewhere you are and ifyou are off courseMake hard decisions,solve issues as theyoccur2) RIGHT PEOPLE RIGHTSEATSAn accountable teamall rowing in the samedirection5) PROCESSDefine and documentyour consistent, coreprocesses

Once the first five components are strong6) TRACTION!Action is theProcess ofDoingLeads to consistent action, clearcommunication, accountability and disciplineSet Better Rocks (Goals) – That lead tomore and more important resultsMeeting Pulse – have less, but bettermeetings that drive resultsEmbrace the Routine – it will allows you toreach your vision

Step #1 – UNCOVER AN INSPIRED VISIONCLARITY – KNOW WHO YOU WANT TO BE & WHERE YOU WANT TO GOCULTURE – IT UNIFIES YOUR TEAM TO A COMMON GOAL / PURPOSEATTRACT & RETAIN - THE RIGTH STRATEGY & THE RIGHT PEOPLEMEASURE FOR YOUR SUCCESSES AND PROGRESSALLIGNMENT – ALL PROCESSES TOWARD YOUR VISIONACCOUNTABLE – YOU ARE OR ARE NOT MOVING TOWARD VISION

Make better decisions on people, processes,finances, strategies and customers. Everyone inyour organization must be 100% on the samepage.VISION BUILDINGDay 1It all starts bydefining yourGuiding NorthStar The VISION/TRACTION ORGANIZER OR V/TO.1.What are your Core Values? Your guidingbeliefs and principles.2.What is your Core Focus? Your voice, yourunique ability, your niche. Don’t chase – bethe best you.3.Your 10 Year Target? Jim Collins referred to itas your BHAG. Your Moon Landing!4.What is your Marketing Strategy? A lasersharp focus on your sales and marketingstrategy

SET S.M.A.R.T. GOALS5. Your 3 Year Picture?6. Your 1 Year Plan?VISION BUILDINGDay 2It all starts bydefining yourGuiding NorthStar7. Your 90 Day Rocks – for eachDepartment and Individual8. What are your Issues? SHARED BY ALL – GET THE TEAM INVOLVEDAND INSPIRED Have a company kickoff meeting Have quarterly state of the companymeetings Have quarterly departmental meetings Post in all buildings, all documents

CORE VALUES CORE BEHAVIORS Smart Growth: We will seek growth and expansion but only if we can scale ouroperations to meet our expectations of quality.Teamwork – We are all champions of the team, practicing gracious andcontinuous collaboration for the triumph of the team and the client.Community – We share our time, talent, and resources to make a difference inour community.Integrity – We practice candor, respect, and integrity with the goal of buildingtrust.Excellence – We are committed to delivering above and beyond personalizedservice and hospitality to every client and event.Innovation – We have a passion for innovation in hospitality, culinary arts, eventdesign and planning, leadership, and business practices.

Our PurposeANOTHERREAL WORLDEXAMPLEOur purpose is to be in service of our clients and eachother – so that they and we can have experiences thathelp build the relationships that are most important. It isour privilege to be an intimate part of our clients mostimportant life moments. We take this responsibilityseriously every day.Our VisionINSPIREDGrow and prosper as a leading hospitality provider andemployer. Transform this company from a seasonalcaterer to a year round, profitable, hospitalityinnovator.

Right PEOPLE Right SeatsSimply put, we can’t do it without great people. This means surrounding yourself with greatpeople, top to bottom, because you can’t achieve a great vision without a great team. RIGHT PEOPLE - ALL in the same boat, ALL rowing in the same direction Core Values (and Behaviors) - must be used in hiring and PIP Executive Agreement – What is required to be a X Catering executive? The People Analyzer Tool – Used for all issues and reviews! Arethey Performing and Executing – List their Rocks (Goals) Arethey Leading your Core Values and Behaviors? Dothey G, W, C? (Get It, Want It, Have the Capacity to Do It)

Right People Right SEATSSimply put, we can’t do it without great people. This means surrounding yourself with greatpeople, top to bottom, because you can’t achieve a great vision without a great team. RIGHT SEATS – Each boat must have it’s experts, each performing at high levels Accountability Chart – What is each persons expertise and accountability? LMA – The must Lead, Manage, Be and Hold Accountable. Must know Exactly what they are responsible and accountable for. They must GWC (Get it, want it and have the capacity to do it) PIP – Move them up or move them out. The Team Must Have the Courage! Instant Payoff Coaching Form Four Sheets Form

The DATA doesn't lie (and cant BS, or EndRun) This means cutting through all the feelings, personalities, opinions and egos and boilingyour organization down to a handful of objective numbers that give you an absolutepulse on where things are. SCORECARD 5 to 15 high-level weekly numbers that give you a pulse on your organization Lets you have a pulse and gives you the ability to predictMEASURABLES Everyone has a number that they are responsible for The8 advantages to everyone having a number

CORKY’S BBQSCORECARD

Step #2 Got Vision? Got People? Got Data?With the Vision, People and Datastrong, you start to create atransparent, open and honestorganization where everythingbecomes more visible.Step #2 is learning how to movethrough your obstacles by: Solving Issues Documenting Processes Better Goals Better Meetings

Solve your ISSUES – The LIST(s)Become great at solving problems throughout the organization – set them up, knock themdown and make them go away forever.THE ISSUES LIST(s) - Three types – keep a list of each on a shard drive V/TO – company wide issues that can wait till the next quarter. “We Weekly Leadership – relevant for this week or quarter “We have a contract expiring in three years”have the following issue with that needs Leaderships support”Departmental – have the department work to solve and not the leadership team Delegate with a Desired Outcome, Timeline and possibly Budget

Solve your ISSUES – The TRACKTHE ISSUES SOLVING TRACK – “Let’s IDS it” Identify the Issue Be specific, sometimes the issues isn’t what was first statedDiscuss Have Do the courage and vulnerability to have a robust conversationgo down Rabbit HolesSolve Integrator makes the final decision. Have a crystal clear desired outcome. List the action items for the solution , assign responsibility and timeline. Keep on List till complete

PROCESS – Document YOUR way.Your business CANNOT be all up in the heads of yourleaders. You must “systemize” your business byidentifying and documenting the core processes thatdefine the way to run your business. DOCUMENTING YOUR CORE PROCESSES Identify your core processes (HR, Marketing, Sales,Operations, Accounting, Customer) Document and simplify them (20/80 rule – 20% thatcreates 80% of the results) Package them into one shared source

PROCESS – Align to YOUR valuesALIGN THEM TOCORE VALUESAND BEHAVIORSFor instance, Old FOH vs. BOH cannot exist.MINE FOREFFICIENCY –While you're at itDon’t allow “this is the way we've always done it”. Getbetter. Evolve. Be more efficient.FOLLOWED BY ALLTrain everyone - Explain the Circle and the Why.Manage people to follow the core processes

Traction – Make it Better Every DayTRACTION bringing discipline and accountability into theorganization – becoming great at execution – taking thevision down to the ground and making it real.ROCKS (Goals) - Everyone should have Rocks 3-7 MOST IMPORTANT things that must get done in thenext 90 days The Rock Sheet – Clear Desired Outcome, ClearSteps to Accomplish. Blocks within you, other,situation? S.M.A.R.T. (Specific, Measurable, Attainable,Relevant, Time based)

Traction – Meeting PulseMEETING PULSE – Routine will set you free! Same page, LessMeetings, Accountability. 2 Day Annuals Planning – The 3-7 MOST IMPORTANT forthe Year. Review V/TO. 1 Day Quarterlies – THE 3-7 MOST IMPORTANT for thenext 90 Days. Review past quarter. Set new Rocks. 1/2 Day Monthlies – Are their any adjustments needed? Weekly Level 10 Meetings Sameday and time each week; same printedagenda, start and end on time

Traction – Eliminate “Death by Meeing”Weekly Level 10 Meeting AgendaSame day and time each week; same printed agenda,start and end on time. NEVER MISS commitment – onlytrue emergency or vacation. Segue– Good personal and business! Scorecard RockReview – On/Off Pace? Customer ToReview – On/Off Track?/ Employee HeadlinesDo List Issues?I.D.S.

BE, DO, HAVE – A POWERFUL PRINCIPLEHAVE (the Goal)DO (the things)BE (need or want)”When I have ”“I will ”“I will be ”1.Control over mybusiness2.A capable andaccountableleadership team3.1.2.Healthy Profit3.Use a BOS, discover aVision, set a Strategy,define clear Goals.Hire better, Give clearexpectations,Empower the team.Budget, more Efficient,look at Pricing, getbetter Clients1.A better, morepurposeful leader2.Someone whodelegates and hasclarity3.Fiscally responsibleorganization

BE, DO, HAVE – A POWERFUL PRINCIPLEBE (Action now)DO (The things)HAVE (The goal)”I will be ”“I will ”“I will have ”1.A better, morepurposeful leader2.Crystal clear ofexpectations throughCore Values, CoreBehaviors andAgreements3.A fiscally responsibleorganization1.Use a BOS, discover aVision, set a Strategy,define clear Goals.2.Hire better, Give clearexpectations,Empower the team.3.Budget and use Datato make informeddecisions1.Control over mybusiness2.Accountableleadership team,driving predictableresults3.Healthy Profit