Accountability

Sales and Workflow Dashboards Improve Processes and Accountability

Sales and Workflow Dashboards

Sales and workflow dashboards are a great way to keep employees on task while providing real time insights for management. That’s why I can’t believe I am admitting this, but I only recently created a sales dashboard for my company. Sales and workflow dashboards are a collection of data that provide an overview of the reports and metrics that you care most about. Don’t get me wrong, we use an EOS® Scorecard with metrics which we review each week. However, customizing a dashboard from the data in our project management tool monday.com has been a real game changer for us. We now can review in one place information such as:  # of leads in the sales pipeline  Source of leads (Referrals, Marketing, etc.)  Revenue generated YTD  # of current engagements […]

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Accountability in Business: Changing Mediocrity into Excellence

Accountability in Business Changing Mediocrity into Excellence

I hear about ‘Accountability in Business’ over and over. To be clear, I hear the concern about accountability not existing in organizations and the desire by owners to embed it into their culture. But what exactly is accountability? From my perspective, it is the difference between mediocrity and excellence. Accountability in business starts at the top. Leadership defines the culture of the organization. If leadership is unwilling to confront issues or uses passive-aggressive behavior and empty threats to derive change, then the organization’s culture will shift toward mediocrity. On the other hand, an organization can move towards excellence when everyone: Naturally & respectfully challenges the clarity of an answer Defines an action with identified responsibilities and due dates Clearly states expectations for individuals and groups Implements consequences for missed commitments […]

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A Rosy View of Business

One day many summers ago, the founder of Trilogy Partners, Hal Levenson, brought a bunch of varied colored roses from his garden into our office.  Sitting in a bucket, the unshorn flowers were wild with bits of soil clinging to them.  Instinctively, I grabbed the roses from the bucket and started cleaning them, taking off the thorns, disposing of dead leaves and neatly assembling them into separate vases.  I thought of our team members as I constructed each display.  Who would like the tall vase? Who would appreciate yellow roses instead of red?  Once completed, I distributed each bouquet and after an initial sense of gratitude, I noticed that each team member coveted the arrangement by showcasing it in a perfect spot.  As days passed, I witnessed people filling their […]

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What’s the “Real” Business Challenge?

What holds a business back? Unfortunately, it’s not uncommon to see even successful companies struggle to grow. When working with Trilogy clients, challenges typically surface in the following categories: Fundamental business issues Culture of the organization Attitude towards change Let’s explore each of these critical areas in more detail: 1. Fundamental business issues can be defined in two categories: Growth: Strategy, Sales/Marketing and Organizational Sustainability: People, Financial and Processes Examine the company and ask the following questions: Is there a clear, concise written strategic plan that is aligned by all members of the team? Are marketing and sales efforts being tracked, measured and getting consistent results? Is there a current and future organizational chart outlining expectations, gaps and opportunities for advancement? Is recruiting, training, onboarding, and compensation putting the right […]

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Navigating your Family Business from Conflict to Accomplishment

When working with family members in business with one another, something reveals itself over and over – the ties that bind also serve as stress points for potential unraveling.  With expertise in group and family dynamics, conflict management, and behavioral science, I am often asked to provide consultation and coaching to Trilogy clients with family-owned businesses who recognize that “things could be better” from both business and personal perspectives.  Does your family experience any of these issues causing conflict and misunderstanding? Decisions about the future direction of the business. Differences in leadership styles, practices, and core business values. Permitting undesirable and potentially destructive workplace behaviors to (erroneously) maintain harmony. Differences in performance and time commitment. Compensation of those actively vs. passively involved in the business. Fairness, equity and expectations around […]

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Driving Accountability in Your Business

One of the most common concerns raised by business leaders is the desire to strengthen accountability in their organization.  When Trilogy Partners examines this concern with them, we often discover that each business owner has his or her own definition of accountability, and they all have very different views on what accountability looks like.  Let’s take a closer look at what the term means and the leadership behaviors you can focus on to strengthen accountability. We define accountability as accepting responsibility; disclosing results in a transparent manner; being candid about your actions and the actions of others.  We recognize that defining the term is much easier than bringing it to life inside an organization.  The place to start is to look in the mirror.  Are you creating a team environment […]

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The Buck Stops Here! – Responsibility, Accountability and Deliverables

Former President, Harry Truman put this sign on his desk in October, 1945.  President Truman was well aware of his responsibilities and accountability.  He knew that responsibility could be shared before, during and/or after a task, while accountability could not.

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The Roots to an Accountable Culture Start by Being First

To create an accountable culture, a leader must break through the stages suggested in the following pyramid by Patrick Lencioni (Overcoming the Five Dysfunctions of a Team, Jossey-Bass, 2002).  A leader must be the first in an organization to face each stage by addressing them with vigor 

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Spending More Time in Quadrant II

By Eileen Nonemaker who is a colleague of Doug Brown at Paradigm Associates LLC.  Doug is an Alliance Partner of Trilogy Partners.

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Accountability: Changing Mediocrity into Excellence

Accountable is a powerful word. The Merriam-Webster Dictionary defines 'accountable' as being 'required to explain actions or decisions to someone' or 'being required to be responsible for something'.  The Anglo-French origin of the word defines it as being 'liable to be called to account'. 

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