Articles

Less IS More: Why Fewer Goals Lead to More Success

Fewer Goals Lead to More Successes

What are your goals for 2020? You may have a long list but setting fewer goals can actually lead to more success. When I joined Trilogy Partners years ago, the company had just started practicing the Entrepreneurial Operating System® (EOS®) and I had no idea what it was. I had to educate myself and delved into Gino Wickman’s book Traction. I became immediately enamored by the simple, clean, and structured operating system. The thought of being accountable for quarterly goals or rocks which is a major part of EOS® was enticing to me as I thrive on actionable items. My inclination was to go full throttle and assign myself as many quarterly rocks as I could handle which I figured was 5-7, no problem. Fast forward 90 Days. Gulp. There […]

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Thinking About Transitioning Away from Your Business?

Transitioning Away from Your Business

Are you thinking about transitioning away from your business? There’s a startling statistic out there for us baby boomers. According to the U.S. Census Bureau’s 2017 National Population Projections, all baby boomers will be older than 65 by 2030 which means that we need to be preparing for retirement…NOW. At Trilogy Partners, we’ve seen the trend of business owners who are seriously contemplating the transition out of their business whether by selling, merging or shifting from the top role. I commend those owners who have the courage and foresight to recognize that their business will or should outlast them. It’s a hard pill to swallow. When owners come to us looking for support and guidance, they often think we will start with the typical process: 1. Reviewing both company and […]

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Staying Focused for Success in Business

Staying Focused for Success in Business

I’m often asked about the secret to success in business. I’m tempted to run off a list of points like understanding your financials, finding a mentor, taking calculated risks, filling a need in the marketplace, etc. While those elements have undoubtedly helped in my 30 years of entrepreneurship, the secret to me is a simple concept – Staying Focused. Staying focused is a simple concept, but adhering to it is another story. As a Visionary and Entrepreneur, I naturally generate new ideas each day. These ideas are not burdensome to me, in fact, I thrive on them. I truly believe that each one has merit and would love to see my concepts come to light. More idea generation means more forward movement and growth. Makes sense, right? This is where […]

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Getting Stuck on the Flagpole

we’ve always done it this way

Addressing the “But we’ve always done it this way” mentality can be difficult, especially when employees are well trained to follow a specific business process.   One of my favorite movies to watch during the holiday season is “A Christmas Story” about a young boy’s experience growing up in the 1940’s. The most memorable moment of the film for me is when, during recess in the schoolyard, Ralphie & his friends “triple-dog-dare” classmate Flick to stick his tongue on a frozen flagpole. Guess what happens next? Just as Flick realizes that he’s stuck, the recess bell rings. Frantically, Flick calls for help as he sees his cohorts fleeing the yard. Ralphie turns to Flick, shrugs his shoulders, responds in a serious tone, “But the bell rang!” and then trudges back […]

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Utilizing the Power of Choice in Business

Utilizing the Power of Choice in Business

Let’s examine the power of choice as it relates to our business and personal lives. One of the greatest benefits of my business is that I get to work with talented people who are part of Trilogy’s Alliance Partner team. Our seasoned Alliance Partners deliver high-touch, quality, personal service to support our clients’ needs. I’m excited to share my thoughts on The Power of Choice written by Denise Yosafat, a member of our team. Making choices in one’s life can be daunting. I’ve seen people, including myself, stall at moving forward out of fear of possible repercussions. In business, especially, making the wrong choice can be devastating. So how do you get over the fear while ensuring that your choice is sound? In her book, Denise surmises that making a […]

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Sustaining Accountability within Your Organization

Sustaining Accountability within Your Organization

Let’s look at some tactics for sustaining accountability within your organization. I’ve written before about the importance of Accountability. Everyone seems to know what it means in theory but putting it into practice is another story. Below are four key tips to sustaining accountability that organizational leadership must follow: Trust and trustworthiness – Trust is a two-way street: Being worthy of someone’s trust and taking steps to trust someone. One does not truly exist without the other. And, they form the foundation upon which accountability can be built. It takes time to build trust but without it, an organization cannot evolve. Open and honest dialog – Having a dialog that gets to the point, stated in a respectful manner and staying focused on the issue and not the person are […]

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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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Trusting the Process for Business Success

Trusting the Process for Business Success

Trusting in a business process or methodology is often very difficult for entrepreneurs who are accustomed to thinking outside the box. When Trilogy Partners celebrated its 10th anniversary in February 2019, I contemplated the reasons for its longevity. One conclusion I came to may be a bit surprising to anyone who knows me. I trusted the process. I don’t like to adhere to processes. As a Visionary, it’s in my DNA to break the rules. So, it was eye-opening and not so ironic to realize that part of Trilogy Partners’ own success stems from the Trilogy 9-Step Process™ that we use with clients which includes: Discovery – digging deep to find the pain points that inhibit growth Diagnosis – presenting and understanding the reasons for stagnation Willingness to Change – […]

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Anything for a Buck

Entrepreneur: a person who organizes and operates a business or businesses, taking on greater than normal financial risk. So how does Trilogy Partners help manage potential risk? We help owners fully understand the financial story of their business including the danger of “Anything for a Buck”. It starts with an idea, for a product or service that you can do better than anyone else. This idea will make you more money than you’re earning now PLUS, you make the rules and set your schedule. So, you make the leap. You buy the domain, create a website, and hang out your shingle. You are open for business. The phone rings! It’s a friend who needs X. Now X isn’t exactly what you do but after a brief conversation, you accept the […]

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