Eight Keys to the Summit g y Parallels Between Parallels Between - - PowerPoint PPT Presentation

Eight Keys to the Summit g y

Parallels Between Parallels Between Organizational Success and Climbing the World’s g Highest Mountains

John D McQuaig CPA CMC John D. McQuaig, CPA, CMC

John McQuaig- my Background

 CPA and CMC  Mountain Climber  Bank Chairman, NCNB  McQuaig and Welk,  Author: Parallel Peaks:

Lessons Learned While Cli bi th W ld’ PLLC

 Clear Focus, Inc

Real Estate Development Climbing the World’s Highest Mountains

 Actor Singer  Real Estate Development  Farmer  Business Faculty- LCC

Actor Singer

 Student (MBA)  Other Sports  Business Faculty LCC

International University, Klaipeda, Lithuania

Each year, US English teachers submit analogies and metaphors found in their students’ high school essays in a contest to determine those that are most, ah, “amusing.” Observe a few of last year’s winners:



She was as lame as a duck. Not the metaphorical lame duck, either, but a real duck that was actually lame, maybe from stepping on a land mine or something.



The little boat gently drifted across the pond exactly the way a bowling ball wouldn't wouldn t.



He was as tall as a six-foot, three-inch tree.



The ballerina rose gracefully, en pointe, and extended one slender leg behind her like a dog at a fire hydrant behind her, like a dog at a fire hydrant.



It was an American tradition, like fathers chasing kids around with power tools.



He fell for her like his heart was a mob informant, and she was the East , River.



Her vocabulary was as bad as, like, whatever.

Parallel Peaks: What do mountain climbing and running an organization have in common? running an organization have in common? Let’s set the stage, rope up…

1.Vision

 What is your vision?  What is your vision?  Power of a Shared

vision- new car vision- new car

 Where are you

headed? headed?

Vision – where you are going…3 or 5 years…

 Establishes organization

goals goals

 Allows consistent

decision making decision making

 Helps motivate and

create a positive culture p

 Brings the stakeholders

together- leadership, g p employees, board…

 Stemilt Growers, Inc

Ultimately, visions get translated into sales and profit growth and return on investment, but the numbers come after the vision. In old style companies, the numbers are the vision

• John Naisbitt and Patricia Aburdene “Megatrends”

Sample Vision

 Within the next 3 years grow Meals on  Within the next 3 years grow Meals on

Wheels into a premier nutrition service for home-bound elderly and disabled adults in y Whatcom County, providing a full complement of quality prepared meals and p q y p p personal attention seven days a week.

• 2. SWOT Analysis
• 2. SWOT Analysis

Very clear analysis of y y your Strengths, Weaknesses, Opportunities and Threats

Assessing The External Environment - The F k (O i i /Th ) Framework (Opportunities/Threats)

Competition Gear! Trail Timing I ndustry p Technology

The orga niza tion

Unlimited- storms, fire, rocks, avalanches C t Other E i t l How are the stakeholders? Customers Shareholder Environment Environmental Elements

Assessing organization Performance - The Internal Framework (Strengths/Weaknesses)

What supplies are needed?

Products and Services Marketing and Sales

The Summit! When, How Active, get it

Vision Strategy Structur g Culture

Summit! What done culture?

y re People System s and Processes

Climbing people on the bus?

Finance

People needed, functions needed? Money needed methods, etc. Money needed and when

• 3. Preparation and Plan
• 3. Preparation and Plan

A clear and concise action plan for the action plan for the mountain and the

• rganization

g

Kilimanjaro Expedition

Planning Unit: McQuaig Plan Fiscal Year: 2005

John McQuaig, Climber Last Updated: 3/29/2006

Fiscal Year: 2005

Stand on the “Roof of Africa” Because it’s there!

• Establish a budget and set aside funds for the trip.
• Track fitness improvement to One hour on stair climber at level 11.
• Recruit two friends to go join the group.
• Hike to the top of Mission Ridge 6 times prior to the expedition
• Ensure fitness through a well researched fitness plan.
• Ensure good health through a well researched health plan.
• Utilize a well regarded guide company with experienced guides.
• Develop high altitude mountaineering skills through an education program.
• Clearly research and understand the vaccinations available and recommended for Tanzania

y

• Combine the trip to Africa with a trip to a couple of missions of the Lutheran Church
• Develop overall plan by 31-JAN-2010
• Research Guide companies and select by 31-MAR-2010
• Develop Budget by 30-APR-2010
• Develop Fitness Plan by 30 APR 2010
• Develop Fitness Plan by 30-APR-2010
• Develop Health Plan including required inoculations by 31-JUL-2010
• Establish plan for photo taking methods and equipment by 31-AUG-2010

4 Writing Your Own Story

• 4. Writing Your Own Story

Kilimanjaro Guide Quote Guide Quote… English Woman Woman

• 5. Team Approach

 Dangerous on your

Lets stick together

Dangerous on your

• wn!

 Baker Summit Day

Lets stick together, evaluate, and we’ll all make the summit!

 Maurice Wilson  Altitude Sickness

• 6. Sherpa- Guide

 I will not climb without a guide;

managers need a guide or

Give me 20 pushups!

g g coach as well.

 Kili guide- 600 times on

summit

 Organization coach- Irrigation

supply company supply company

 Coach helps set the plan and

then follows up- all about then follows up all about realism and execution

• 7. One Step at a Time

p

 How do you eat an

elephant? elephant?

 Awesome

views…approaching a pp g mountain

 Summit of Kilimanjaro…

climber ahead

 Key Performance

Indicators Objecti es Indicators, Objectives, Scorecard- measurements

• 8. The final dimension: Luck!

 Lady Luck will have her

y way with you in the end!

 Mt. St. Helens

i experience…

 1996-Everest- 8 dead  La Malinche  La Malinche,

Ixtaccihuatl, Orizaba…

The final dimension: Luck!

What separates high performance

• rganizations from also-rans?

 Clear understanding of mission  Clear understanding of mission  Clear understanding of vision

Strategic decision making

 Strategic decision making  Planning and deliberate action  Cohesive bond between all stakeholders  All value the organization for what it brings to

the table

 We use the One Page Business Plan

Mission

 Why does your organization exist from the  Why does your organization exist from the

customers perspective?

 Live Life Live!  Live Life Live!  Absolutely, Positively Overnight

W t th d f b i !

 We move at the speed of business!  Saving the last great places on earth.

Focus…Focus…Focus… Focus… Focus…Focus

 What Problem Do You Solve Best?

 Be very specific!  Who Is Struggling with this Problem?  Where are they?  How will you reach them?  How will they learn about you?  What are your specific offerings?  Write your mission statement…  Why does your organization exist from the

customers perspective?

Vision

What is your Summit to be?… Fill in the blanks: Fill in the blanks: Within the next __ years grow ______________ into a $ (annual revenue/head into a $__________(annual revenue/head count/clients served) organization providing __________ services to ___________ clients in __________ ___________ _____________ (geographic scope). What are you building? (3-5 years)…

Linking Strategies, Plans & Objectives Action Plans Strategy

Objectives

What are the projects and programs we must What will make this non profit f l What will we measure to know if our programs we must implement to execute the successful over time? What are the know if our implementations are successful? strategies successfully? success measures?

Sample Plans

 oklahomajazz sample opbp pdf  oklahomajazz_sample_opbp.pdf  mealsonwheels_sample_opbp.pdf

Put your Plan together

 MODERN 2 PLAN TEMPLATE 1 doc  MODERN 2_PLAN TEMPLATE 1.doc

Go for your summit!

 There is no time

like the present! p

 Two steps forward,

maybe one back but the only way to reach the summit is to go for it is to go for it…

 Why do I climb

mountains? mountains?

 We kind of sneak

up..infiniteness. up..infiniteness.

“It’s not life that’s important but living”- Carlyle

Questions!

John McQuaig 509-665-6600 john@mcqw.com j @ q www.mcqw.com

www.parallelpeaks.com