Management

It’s Time for a Plan!

Companies large and small often deliberate on the need and/or depth for a strategic plan or roadmap. Is there really any reason not to have a formal plan documenting where you are; where you want to go; and how you will get there? At Trilogy Partners, we guide business owners through the strategic planning process, allowing the organizational leadership to get out of the day-to-day and look at the business from “the clouds” or using the cliché, “working on the business, not in the business.” There is an essential difference between tactics, operational effectiveness, and strategy and we have seen first-hand how strategic planning improves overall organizational performance. In the past, strategic plans were onerous to develop and often sat on a shelf; dusted off only when the plan was […]

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A Business Case for Courage

Business growth is directed through strategy.  This should not be news. Most business leaders have varying levels of implementation around strategy, but most agree that something has to be done with forethought and purpose.  But what really fuels this? At Trilogy Partners, we believe that COURAGE leads to passion that inspires growth. In August 2015, Forbes published an article (A Measure of Courage) highlighting the American Courage Index.  The article outlined business-related questions geared towards courage, as well as those questions that spoke to the social, moral and emotional aspects of courage.  Not surprisingly perhaps, the results showed that business owners are more courageous than the rest of the US population.  And further, emotional courage increases with age.  Conceptually, these outcomes make sense and jive with many of our personal […]

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Why You Must Over-Communicate

When coaching Trilogy clients, I often make a comment that you may find valuable: “In the absence of information, most people fill in the blanks, make up their own story … and usually add negative assumptions.” As a leader, your life is full and the last thing you’re worrying about is what other people know or don’t know. However, you understand what it feels like to be kept out of the loop. It’s uncomfortable and can lead to a lot of wasted (and wrong) assumptions. For example, let’s say George has been coming to the office late and leaving early. He’s not himself. He doesn’t seem as engaged as he used to be. He seems a little secretive. What are you thinking? Is George looking for a new job? Is […]

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Visionary and Integrator: The Most Valuable Relationship in an Organization

In October, Hal and I had the opportunity to speak about our Visionary/Integrator (V/I) relationship on VoiceAmerica’s radio program “Operationally Speaking” with Sergiu Simmel.  It was a chance to explain our unique roles at Trilogy Partners as well as showcase the benefits of having a Visionary and Integrator within a company. The terms Visionary and Integrator are used in the Entrepreneurial Operating System (EOS®) and are also explained in Gino Wickman and Mark C. Winters’ book Rocket Fuel.  Visionaries, generally business owners like Hal, are creative, big thinking, idea generators while Integrators like me are analytical, process oriented and drivers of the day-to-day operations.  Integrators are responsible for implementing the ideas of the Visionary. A valuable aspect of this relationship is its complimentary yin-yang dynamic.  To put it simply, Visionaries […]

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Shut Up and Lead!

Have you ever thought, this would be a great place to work if we didn’t have any employees? Truthfully, it has crossed my mind on a few occasions over the years. How can any leader have such thoughts about our most valuable assets? The answer is simple, we shouldn’t. John Maxwell states “a leader is one who knows the way; goes the way; and shows the way.” Effective leaders will model the expected behaviors through actions, not words, leading to the concept of “shut up and lead.” During the early 1990’s, Zenger-Miller published The Basic Principles for Success. Since then, I have adapted these principles as the foundation for professional relationships and the paradigm for expected organizational behavior. The principles are truly basic in concept but often difficult to achieve. […]

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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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Who’s Your Integrator?

Whenever I meet someone new, I’m often asked what I do for a living.  I proudly respond that I am the Chief Integrator Officer at Trilogy Partners.  My answer is often followed by the question, “What exactly is an integrator?”.  I first saw the term in Gino Wickman’s 2011 book Traction.  Mr. Wickman defines the integrator as “the person in an organization who harmoniously integrates the major functions of the business” (Sales/Mkt., Operations and Finance).  Simply put, the integrator is the glue that binds the company together. Most business owners are the visionaries within their organizations, generating ideas about future opportunities and creative ways to expand.  They are big picture, forward thinkers who need the space to brainstorm and explore.  This is the visionary’s unique gift.  All too often though, […]

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Torn Between Loyalty and Future Growth

A few years ago I got a call from a close friend who had an issue he wanted to discuss. Steve had recently taken over his family business and was carrying around a big weight. On the day we met, Steve confessed, “Loida, I don’t know what to do. Joe has worked for our family for over 30 years, and he isn’t supporting the new business growth plan I’m trying to put in place.  He feels that the way things have been done for thirty years is just fine. Honestly, I’m afraid. Joe has so much tribal knowledge in running this business.  What will happen if he’s not around? How will I know where the pitfalls are?  What will the staff think of me if I let him go after […]

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Do You Play to Win or Play to Not Lose?

While at first blush this question may not seem to be worth your time to consider, the reality is quite the contrary. Based on someone’s natural thinking style as well as behavioral and risk preferences, people can be characterized as playing to win, known as promotion-focused people or playing not to lose, known as prevention-focused people. Promotion-focused people are generally optimistic who eagerly set their goals focused on the rewards they will gain as the goal is achieved. They think big and are comfortable with risk, typically work at a quick pace, and can get caught short by missing details. They can brainstorm easily and usually thrive under a forward-thinking, visionary leader. Prevention-focused people focus their energy and goals on the avoidance of loss. In their mind, not losing is […]

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The Employee-Motivation Checklist

Through many years of research, trial and error, and working with companies of all sizes in numerous industries, I have identified 16 critical ways to motivate your employees. Learn these techniques and adapt as many as possible in your business.

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