Coaching for Vision and Mission: How to make them come alive!

WHAT:   November CEO Program
TITLE:    Coaching for Vision and Mission:  How to make them come alive!
WHEN:   Tuesday, November 10, 2015 
WHERE: Sechrist Design, Seattle        
                
How do you get your people to not only buy in, but to become genuinely excited about your vision and mission?  This highly interactive workshop will provide you with two concrete, hands-on coaching skills that you will be able to apply immediately to get your people fired up for your vision and mission.

LUNCH
All who are attending the morning session are invited to join us for lunch. Please let Dave Shapiro or Stacey Romero know if you are not able to attend lunch.

MEMBERS
Members arrive at 7:30am for breakfast and check-in.  

MEMBER CANDIDATES    
There will be CEO Potential Member Candidates joining us for this workshop.
Potential Member Candidates are invited to the workshop and lunch; 8:50am-1:00pm.   

EMPLOYEE GUESTS
Employee Guests are invited to attend the workshop and lunch; 8:50 am - 1:00 pm.  Please RSVP to Stacey Romero by October 31, 2015 if you will be bringing employee guests.

HOST
Melinda Sechrist of Sechrist Design

WHERE WE WILL MEET
Sechrist Design
5819 6th Avenue South
Seattle, WA  98108
Click HERE for Google maps.

AGENDA
Click HERE to view the Agenda

TAKEAWAYS

• You will learn (and practice!) how to use story telling as a powerful leadership and coaching tool. 
• You will learn (and practice!) how to use metaphors as a powerful leadership and coaching tool.  

QUESTIONS THE CEO SHOULD BE ASKING:

• What were the strengths and weaknesses of my approach of coming up with my vision/mission/values? 
• What % of my people know what our vision/mission/values are? What % of those who know it truly ‘get it’? Why?
• What have I done that has worked to get people fired up and truly bought into my vision/mission/values?
• What metaphors and/or stories (if any) have I used to make my vision, mission, values come alive?

PREPARATION:
Please bring printouts of the following:

• Mission statement
• Vision statement
• Values statement

PRESENTER:

URS KOENIG, PhD, MBA  is the founder of Seattle-based RedPoint Leadership Coaching, that specializes in executive coaching and leadership development. His approach combines a successful track record as a leader in business, academia and competitive sports with strong professional leadership coaching and facilitation skills. Urs has coached 150+ leaders from businesses large and small helping them to lead more effectively, improve their bottom line, while finding more personal fulfillment in their career.

Urs' background include two years as a management consultant for A.T. Kearney/EDS, two years as the turnaround marketing director at Merriman, one of the Northwest’s largest investment advising firms.  Urs has also served as an adjunct professor at Seattle University where he taught business communication and as CEO peer group coach for Vistage International and Business Resource Services. He furthermore was an instructor at the U.S. Small Business Administration (SBA) business planning workshops.

Prior to this, Urs worked as a lecturer/assistant professor and research fellow at the University of Zurich/Switzerland and the Australian National University, Canberra/Australia.  As an assistant professor, he published 20+ original journal articles and book chapters and presented at more than 30 conferences. 

Urs is an accomplished ultra cyclist. Since 2002, he has won numerous ultra bike races (200 to 3,000 miles) and holds several course records. Prior to his ultra cycling career, Urs was competitive Nordic skier and coach for the Swiss University Ski Team for 15 years.  He regularly placed in the top three at Swiss Championships and won numerous university championships worldwide.

Clients

Vistage International, Equity Office, Port Blakely Companies, Recology/CleanScapes, University Mechanical Contractors, McHale Performance Testing, Business Resource Services, 42 Inc., Northern Lights Capital Group, Outdoor Research (OR)

Education / Certifications

Urs holds an MBA from the Australian Graduate School of Management, Sydney/Australia as well as a PhD from the University of Zurich/Switzerland.  He holds the following executive coaching certifications: Master Certified Stakeholder Centered Leadership Coach (2015), Certified Team Stakeholder Centered Leadership Coach (2015), Certified Executive Coach by Mary Beth O'Neil,  (2006), Certified Change Professional by Centerpoint (2002), Certified Master Coach by Dr. Suzanne Skiffington (2002).

Contact Information

Urs@redpointcoaching.com
(206) 372 8626
www.redpointcoaching.com


Excell would like you to know about additions to www.excellpugetsound.com. Check out our new blog area, here, where we are now posting the five (5) most relevant and talked about articles just published on “Leadership Development”.  What do you think?  Is it worth your time to “learn more about” the current buzz on “Leading”? If so, take a next step and sign up for the blog so you’ll have access to the most relevant insight to support you and your company (or teams).

September 2015 Work Your Plan

WHAT:  September CEO Retreat

WHEN:  September 8, 2015 

WHERE: Mallory Safety & Supply, 5510 East Marginal Way South, Seattle WA 98134

September is our Members only ~ Work Your Business Plan CEO Retreat. 

September is a no-host, shared member expense.

We will meet at Mallory Safety & Supply.  Click HERE for Google Maps. 

Park on the North side of the building (off of Lucile Street) and enter through the main office doors.  Continue straight ahead to get to the conference room. 

Integrated Business Performance - Strategic Planning & Execution in Times of Uncertainty

WHAT: August CEO Roundtable
WHEN:            Tuesday, August 11,  2015
WHERE:          CORE Design, 14711 NE 29th Place Suite 101, Bellevue WA 98007
                        Click here for Google Maps or here for directions from CORE Design website
HOST:              Lafe Hermansen, CORE Design
PRESENTER: James DeBragga

All too often, companies of all sizes fall prey to the insidious paradox known as “The Tyranny of the Urgent.”  Even worse, when an organization hasn’t taken the time to prioritize what it WILL do in a given fiscal period, then it almost certainly hasn’t taken the time to prioritize what it WON’T do, either.  In times of uncertainty, it is critical that an organization has the ability to focus: focus on the plan that achieves the strategic goals that move the business forward, BUT just as importantly, ignore the “noise” that sometimes sounds so deafeningly urgent, when in fact, it’s just a dubious distraction.  Learn how to plan the right big-bets in a way that keeps the team focused, while it maintains high-performance in the areas of trust, accountability and results.

LUNCH

All who are attending the morning session are invited to join us for lunch.  Please let Dave Shapiro or Stacey Romero know if you are not able to attend lunch; if you are planning to attend and you observe any dietary restrictions, please notify Stacey Romero by COB on July 30, 2015.  

MEMBERS

Members arrive at 7:30am for breakfast and check-in.  

MEMBER CANDIDATES

There will be CEO Potential Member Candidates joining us for this roundtable.  Potential Member Candidates are invited to the roundtable and lunch:  8:50am - 1:00pm.  

EMPLOYEE GUESTS

Employee guests are invited to attend the roundtable and lunch:  8:50am - 1:00pm. Please RSVP with the names and email addresses of any employee guests you plan to bring to Stacey Romero by COB on July 30, 2015.

HOST

Lafe Hermansen, CORE Design

WHERE WE WILL MEET

CORE Design, 14711 NE 29th Place Suite 101, Bellevue WA  98007

AGENDA
Click here to view the agenda.

QUESTIONS THE CEO SHOULD BE ASKING

• Can your entire team consistently articulate the strategic narrative of the fiscal year?
• Does your team understand what they won’t be working on this fiscal year?
• If the market goes against you, does your team know the contingency plan to respond?

TAKEAWAYS

• The Horizon 3 Business Planning Paradigm
• Probabilistic Decision Making: Understanding ‘3-Deep & 2-Wide’ 
• “Model the World” Exercise
• What We’re NOT Doing This Year

PREPARATION
30 day commitments

PRESENTER

JAMES DEBRAGGA is an international entrepreneur and former Microsoft Corporation executive.  From small businesses to multi-national corporations, James applies his world-class business acumen and unique understanding of personal potential to transform the capabilities of a company’s most important asset - its people - and drive break-through results across corporate development, marketing, sales, organizational development and data-insight strategy.

Over two decades ago James began his career on Microsoft’s “digital factor floor” as a temporary employee answering product support calls for Windows 3.1.  A true example of “success rewards hard work,” he climbed from entry level to top executive and developed a passion for leading business, people, and change.  James has been instrumental in multiple start-up, hyper-growth, and turn-around businesses as well as the creation of elite international marketing and sales organizations.  Recognized for award-winning global product launches and product go-to-market strategies, James has also driven the transformation of some of the most trafficked global Internet properties, include http://www.windows.com

James has served as a technology industry spokesperson to the Wall Street financial analyst community and has appeared on multiple industry panels for technology including the Consumer Electronics Show in Las Vegas, Nevada.

Based in Munich, Germany, James currently leads DC1 Consulting, an international boutique management consulting firm focused on maximizing organizational capability in the business workplace.  A firm believer in authenticity and service to others, he utilizes his unique people and business skills, supported by the values of integrity and commitment, to serve as a passional change-agent.  James is a trusted advisor to senior executives around the world, and widely considered a thought-leader in the area of enabling individuals and teams to become truly high-performance.  He publishes a management and professional development blog at http://jamesdebragga.com/, is a lecturer on Entrepreneurship & Venture Capital Investing at Seattle University and University of Washington - Seattle, and also a member of the European press.

JAMES R. DEBRAGGA | President | DC1 Consulting, Inc. |1001 Fourth Avenue, Suite 4500 | Mail Stop JWM | Seattle, WA 98154 | SKYPE ID: JAMESDEB | 206-618-1767 Cell

Integrated Business Performance: Strategic Planning & Execution in Times of Uncertainty

WHAT:  July CEO Tools Workshop
TITLE:  Integrated Business Performance: 
                Strategic Planning & Execution in Times of Uncertainty
WHEN:  Tuesday, July 14, 2015 
WHERE: Tutta Bella Restaurant   
                4411 Stone Way North, Seattle, WA  98103

All too often, companies of all sizes fall prey to the insidious paradox known as “The Tyranny of the Urgent.” Even worse, when an organization hasn’t taken the time to prioritize what it WILL do in a given fiscal period, then it almost certainly hasn’t taken the time to prioritize what it WON’T do, either.  In times of uncertainty, it is critical that an organization has the ability to focus: Focus on the plan that achieves the strategic goals that move the business forward, BUT just as importantly, ignore the “noise” that sometimes sounds so deafeningly urgent, when in fact, it’s just a dubious distraction.  Learn how to plan the right big-bets in a way that keeps the team focused, while it maintains high-performance in the areas of trust, accountability and results.

LUNCH

All who are attending the morning session are invited to join us for lunch. Please let Dave Shapiro or Stacey Romero know if you are not able to attend lunch.

MEMBERS

Members arrive at 7:30am for breakfast and check-in.  Please RSVP to Stacey Romero by June 30, 2015 if you will be bringing employee guests.

MEMBER CANDIDATES    

There will be CEO Potential Member Candidates joining us for this workshop.
Potential Member Candidates are invited to the workshop and lunch; 8:50am-1:00pm.    

EMPLOYEE GUESTS

Employee Guests are invited to attend the workshop and lunch; 8:50 am - 1:00 pm.

HOST

Bill Lilleness of Best Plumbing

AGENDA

Click HERE to view the Agenda

TAKEAWAYS

• The Horizon 3 Business Planning Paradigm
• Probabilistic Decision Making:  Understanding '3-Deep & 2-Wide" 
• “Model the World” Exercise
• What We’re NOT Doing This Year

QUESTIONS THE CEO SHOULD BE ASKING:

Can your entire team consistently articulate the strategic narrative of the fiscal year? Internally to their own teams?  Externally to Investors, Partners and Customers?
Does your team understand what they won’t be working on this fiscal year?
If the market goes against you, does your team know the contingency plan to respond?

PREPARATION:

Read The Uncertainty Principle by Thomas Koulopoulos

PRESENTER:

JAMES DEBRAGGA is an international entrepreneur and former Microsoft Corporation executive. From small businesses to multi-national corporations, James applies his world-class business acumen and unique understanding of personal potential to transform the capabilities of a company’s most important asset – its people – and drive break-through results across corporate development, marketing, sales, organizational development and data-insight strategy.

Over two decades ago James began his career on Microsoft’s “digital factory floor” as a temporary employee answering product support calls for Windows 3.1. A true example of “success rewards hard work,” he climbed from entry level to top executive and developed a passion for leading business, people, and change. James has been instrumental in multiple start-up, hyper-growth, and turn-around businesses as well as the creation of elite international marketing and sales organizations. Recognized for award-winning global product launches and product go-to-market strategies, James has also driven the transformation of some of the most trafficked global Internet properties, including http://www.windows.com.

James has served as a technology industry spokesperson to the Wall Street financial analyst community and has appeared on multiple industry panels for technology including the Consumer Electronics Show in Las Vegas, Nevada.

Based in Munich, Germany, James currently leads DC1 Consulting, an international boutique management consulting firm focused on maximizing organizational capability in the business workplace. A firm believer in authenticity and service to others, he utilizes his unique people and business skills, supported by the values of integrity and commitment, to serve as a passionate change-agent. James is a trusted advisor to senior executives around the world, and widely considered a thought-leader in the area of enabling individuals and teams to become truly high-performance. He publishes a management and professional development blog at http://jamesdebragga.com/, is a lecturer on Entrepreneurship & Venture Capital Investing at Seattle University and University of Washington, Seattle, and also a member of the European Press. 

JAMES R. DEBRAGGA | President | DC1 Consulting, Inc. |1001 Fourth Avenue, Suite 4500 | Mail Stop JWM | Seattle, WA 98154 | SKYPE ID: JAMESDEB | 206-618-1767 Cell

LUNCH & LEARN:  

Jessica Kinney of Shannon & Associates will present on "Confidential Reporting of Employee Actions:  Tools for You to Consider" during our lunch hour.

June - Work Your Business Plan

WHAT:  June CEO Retreat

WHEN: June 9, 2015 

WHERE: Sechrist Design

June is our Members only ~ Work Your Business Plan CEO Retreat. 

June is a no-host, shared member expense.

We will meet at Sechrist Design; 5819 6th Ave S, Seattle Washington 98108.

Click HERE for a map and driving directions. 

The Power of Resilience in Complex Times

WHAT:  May CEO Roundtable

WHEN: Tuesday May 12, 2015  

WHERE:  TERRA Staffing

Globalization coupled with the ongoing increase in uncertainty and complexity is fueling the need for new strategies and ways of thinking if a company hopes to survive and thrive in these turbulent times. This is impacting all types of companies - big and small - and regardless of industry or location. 

Most experts agree that increasing resilience in individuals and organizational cultures is one of the best ways to combat an unknown future. Fortunately, resilience can be taught and learned, as you will see from the many examples we will discuss during our workshop. It starts with leadership modeling the way and showing others how to embed this competitive advantage into the culture of an organization.

LUNCH

All who are attending the morning session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know if you are not able to attend lunch.

MEMBERS
Members arrive at 7:30am for breakfast and check-in.  Please RSVP to Michele Bosworth by April 30, 2015 if you will be bringing employee guests.

MEMBER CANDIDATES
There will be CEO Potential Member Candidates joining us for this roundtable.

Potential Member Candidates are invited to the roundtable and lunch; 8:50 am - 1:00 pm.

EMPLOYEE GUESTS
Employee Guests are invited to attend the roundtable and lunch; 8:50 am - 1:00 pm.

HOST
Greg Lambert of TERRA Staffing

WHERE WE WILL MEET
TERRA Staffing; 2200 6th Avenue, Suite #104, Seattle WA 98121

Click HERE for Google directions and a map.

TITLE OF ROUNDTABLE
The Power of Resilience in Complex Times

AGENDA
Click HERE to view the Agenda.

QUESTIONS THE CEO SHOULD BE ASKING

• We live in a world that has seen unprecedented economic, societal, cultural and political shifts unheard of just a decade ago, and the pace of change is only accelerating.
• Sooner or later your organization will probably need to transform itself in response to market shifts, customer demands or new technologies. How will you respond as a senior leader?
• Thirty years of research suggests that cultivating resilience in individuals and organizations provides the best means to recover from, or adapt to unforeseen circumstances.

TAKEAWAYS

• Understand what resilience is and how to maximize it in response to continual change and increased global complexity.
• Recognize the importance of resilience as a competitive advantage both personally and professionally.
• Learn three proven ways to embed more resilience into your organization, starting tomorrow.

PREPARATION

• 30-day committments

PRESENTER 

Dora Summers-Ewing is the Managing Partner of EXIDEO Consulting, a firm dedicated to ensuring their clients have the leadership capacity needed to deliver results and achieve their strategic objectives. As an Executive coach and business psychologist, she works with leaders (at all levels) to accomplish this.

With over 20 years of experience, Dora’s industry expertise is broad and diverse and has spanned over four continents. She has worked with Fortune 500 clients in High Tech, Professional Services, Retail, Biotech, Financial Services, Energy, and Hospitality enterprises.  She has also worked with start-up organizations, family businesses, educational institutions, and nonprofit enterprises to build the needed capacity to sustain and grow their organizations. A well-known authority on leadership issues, she is a frequent speaker at international conferences on Executive and High Potential Talent Development and Strategic Change Management. Prior to joining EXIDEO, Dora was a corporate learning officer for a publically traded company, where she designed and implemented enterprise-wide programs to support Executive and Leadership Development, Succession Planning, Employee Engagement and Talent Management.

In addition, Dora spent 13+ years as a business psychologist for two global management consulting firms where she partnered with clients to translate their strategic challenges into desired results, both as a consultant and coach. Earlier in her career, she was the Director of two academic departments (University Career Center and Women’s Leadership Program) and an editorial board member for the Journal of Career Development. Today, she continues as an adjunct professor at her local community college.

Locally, she has served on the Board of Directors of five nonprofit organizations: Executive Service Corps, the Alzheimer’s Association of Western WA, Leadership Kitsap and two regional Humane Societies. She is also a pro bono consultant for 501 Commons, which provides management consulting services to improve the effectiveness of nonprofit organizations.

Dr. Summers-Ewing is a licensed psychologist and earned her Ph.D. in Counseling Psychology. She also has Masters’ degrees in Business Administration and Psychology. She has also achieved certification as a Senior Professional Human Resources leader through the Human Capital Institute.

Contact Info: 

206.842.5032

doctordora@me.com

info@exideoconsulting.com

The Power of Resilience in Complex Times

WHAT:  April CEO Workshop

WHEN: Tuesday April 14, 2015  

WHERE: Umpqua Bellevue Commercial Bank  

Globalization coupled with the ongoing increase in uncertainty and complexity is fueling the need for new strategies and ways of thinking if a company hopes to survive and thrive in these turbulent times. This is impacting all types of companies - big and small - and regardless of industry or location. 

Most experts agree that increasing resilience in individuals and organizational cultures is one of the best ways to combat an unknown future. Fortunately, resilience can be taught and learned, as you will see from the many examples we will discuss during our workshop. It starts with leadership modeling the way and showing others how to embed this competitive advantage into the culture of an organization.

LUNCH

All who are attending the morning session are invited to join us for lunch. Please let Dave Shapiro or Michele Bosworth know if you are not able to attend lunch.

MEMBERS
Members arrive at 7:30am for breakfast and check-in.  Please RSVP to Michele Bosworth by March 31, 2015 if you will be bringing employee guests.

MEMBER CANDIDATES
There will be CEO Potential Member Candidates joining us for this workshop.

Potential Member Candidates are invited to the workshop and lunch; 8:50 am - 1:00 pm.

EMPLOYEE GUESTS
Employee Guests are invited to attend the workshop and lunch; 8:50 am - 1:00 pm.

HOST
Bing Tso of SBW Consulting

WHERE WE WILL MEET 
Umpqua Bank, Bellevue Commercial Bank; 10885 NE 4th Street #200, Bellevue WA 98004.  The conference room is located on the 2nd floor.

The Umpqua Bellevue Commercial Bank is located in the PSE Summit Building on NE 4^th Street between 108 and 110^th Ave NE.    The parking garage can be accessed from either 108^th or 110^th.   

Click HERE for a map and driving directions.

LUNCH & LEARN

Teri Citterman will join us and present on Building & Influencing Your Powerbase.

Building & Influencing Your Powerbase Connections are our most important form of currency. We can lose our jobs, and we can lose our assets. But if we have a great powerbase and know how to leverage our influence, doors will open and we will recover quickly. Similarly, within our organizations, if we have a strong powerbase, we get things done more easily and greater opportunities come our way. 

Teri Citterman is the author of “From the CEO’s Perspective”, a certified executive coach, professional speaker and ghostwriter. Teri helps CEOs convey what they’re really thinking to drive performance, engage employees and increase bottom-line results.Her experience draws on 20 years of advising leaders on issues related to internal and external communications, executive presence and leadership.  She is an award winning writer and a new columnist for the Puget Sound Business Journal.


TITLE OF WORKSHOP
The Power of Resilience in Complex Times

AGENDA
Click HERE to view the Agenda.

QUESTIONS THE CEO SHOULD BE ASKING

• We live in a world that has seen unprecedented economic, societal, cultural and political shifts unheard of just a decade ago, and the pace of change is only accelerating.
• Sooner or later your organization will probably need to transform itself in response to market shifts, customer demands or new technologies. How will you respond as a senior leader?
• Thirty years of research suggests that cultivating resilience in individuals and organizations provides the best means to recover from, or adapt to unforeseen circumstances.

TAKEAWAYS

• Understand what resilience is and how to maximize it in response to continual change and increased global complexity.
• Recognize the importance of resilience as a competitive advantage both personally and professionally.
• Learn three proven ways to embed more resilience into your organization, starting tomorrow.

PREPARATION

• Reflect on the past 5 years and list all of the significant changes you have experienced both personally and professionally. 
• Now ask yourself, which changes went well and which did not. Did you anticipate these changes? If so, what did you do to prepare yourself for the impact of the change? Bring your summarized notes and reflections with you to the session.

PRESENTER 

Dora Summers-Ewing is the Managing Partner of EXIDEO Consulting, a firm dedicated to ensuring their clients have the leadership capacity needed to deliver results and achieve their strategic objectives. As an Executive coach and business psychologist, she works with leaders (at all levels) to accomplish this.

With over 20 years of experience, Dora’s industry expertise is broad and diverse and has spanned over four continents. She has worked with Fortune 500 clients in High Tech, Professional Services, Retail, Biotech, Financial Services, Energy, and Hospitality enterprises.  She has also worked with start-up organizations, family businesses, educational institutions, and nonprofit enterprises to build the needed capacity to sustain and grow their organizations. A well-known authority on leadership issues, she is a frequent speaker at international conferences on Executive and High Potential Talent Development and Strategic Change Management. Prior to joining EXIDEO, Dora was a corporate learning officer for a publically traded company, where she designed and implemented enterprise-wide programs to support Executive and Leadership Development, Succession Planning, Employee Engagement and Talent Management.

In addition, Dora spent 13+ years as a business psychologist for two global management consulting firms where she partnered with clients to translate their strategic challenges into desired results, both as a consultant and coach. Earlier in her career, she was the Director of two academic departments (University Career Center and Women’s Leadership Program) and an editorial board member for the Journal of Career Development. Today, she continues as an adjunct professor at her local community college.

Locally, she has served on the Board of Directors of five nonprofit organizations: Executive Service Corps, the Alzheimer’s Association of Western WA, Leadership Kitsap and two regional Humane Societies. She is also a pro bono consultant for 501 Commons, which provides management consulting services to improve the effectiveness of nonprofit organizations.

Dr. Summers-Ewing is a licensed psychologist and earned her Ph.D. in Counseling Psychology. She also has Masters’ degrees in Business Administration and Psychology. She has also achieved certification as a Senior Professional Human Resources leader through the Human Capital Institute.

Contact Info: 

206.842.5032

doctordora@me.com

info@exideoconsulting.com