In this webinar recording, you will learn: > The biggest mistake organizations make in the goal-setting process > How a strong goal-setting process defines the right activities for you team > Best practices to cement critical behaviors into the fabric of your culture > Are you under pressure to deliver big results this year? If you’re struggling to execute your plan, you can still get back on track before the end of Q2, and hit your critical KPIs. Unrealized results and off-track plans are all too common. We know this. That’s what frustrates leaders most: the gap between knowing what to do and actually being able to get it done. As John Kotter states in The Heart of Change, “[T]he central issue is never strategy, structure, culture, or systems,…[b]ut the core of the matter is always about changing the behavior of people.” Watch this webinar recording to get three specific steps from Todd Garretson you can take right now – wherever you are in the plan execution process – to create a culture of execution within your organization. It’s not too late to reroute and mobilize your workforce, and start moving the needle on your most important initiatives.

1. 1
WEBINAR
How to Convert Your Strategy into
Behaviors that Move the Needle

2. 2
Meet the Speaker
Todd Garretson
CEO & Chief Strategist, CircleMakers
As an advisor, author and speaker, Todd brings a lifelong passion and expertise
for helping organizations unlock dormant growth potential in people, teams,
and organizations. Todd has spent 20-plus years in a number of leadership roles
with Hunter Douglas and Newell Rubbermaid, in addition to advising both
family-owned and privately-held organizations of all sizes. A growth strategist at
heart, Todd specializes in building high-performance organizations and helping
owners and executives with strategic growth development. Todd’s advisory
work has led top organizations to access and activate their brands in multi-
billion dollar markets, establishing paths to consistent, double-digit revenue
growth. You can find Todd at the intersection of the architect and the builder,
with the unique skill to both envision it and make it come to life.

3. CircleMakers™ is a strategy advisory firm that helps organizations drive
stronger performance and growth.
We bring deep expertise in helping organizations identify new growth
potential, develop strategy that moves people to action and enhance
overall results.
We work across a wide array of industries including: retail, hospitality,
healthcare, consumer products, manufacturing, construction, building
products, non-profits, and service organizations.
From family-owned businesses, private equity portfolio companies, to
publicly-held businesses, organizations range in size from $10 million to
over $1 billion.
Learn more at www.circlemakers.co.
© CIRCLEMAKERS LLC www.circlemakers.co 3
todd@circlemakers.co

4. Today
The 7 biggest mistakes in the goal-setting
process1
Best practices to develop a strong goal-
setting process and culture of execution2
A special opportunity and gift for you!3

5. 5
1. Overkill
2. Too much emphasis on incentives
3. Failure to identify and drive the right behaviors in the organization
4. Lack of alignment from top to bottom
5. Little to no accountability
6. Lack of visibility to progress
7. Not enough feedback
Lack of Engagement = Underperformance
© CIRCLEMAKERS LLC www.circlemakers.co
The 7 Biggest Mistakes

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5 ORGANIZATIONAL LEVELS
Goal
Structure
Alignment of
Goals
throughout
Organization
Visibility and
Tracking of
Goal
Achievement
Link Goals,
Activities and
Behaviors
Coaching To
Potential
1 2 3 4 5
Changing Behaviors
What Level is Your Organization?
www.circlemakers.co© CIRCLEMAKERS LLC

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Process of embedding strategy and execution into the day-to-day life and operating rhythm of the organization
Strategy Map
‘strategic goals’
KPI Scorecard
‘activities, behaviors & owners’
Alignment and Visibility
www.circlemakers.co© CIRCLEMAKERS LLC

8. 8
Goal
Activities
Results
Behaviors
Goals Drive Activities, Activities Drive Behaviors
www.circlemakers.co© CIRCLEMAKERS LLC

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BehaviorsActivitiesGoal
Increase
Customer
Satisfaction Score
Response Time
on Calls
Sense of Urgency
Call % Received /
Completed
Action
Call % Completed
Correctly
Accuracy
Call Effectiveness Courteous
• Coaching
• Celebration
• Training and
Development
Behaviors Drive Cultural
Norms
Goals Drive Activities, Activities Drive Behaviors
www.circlemakers.co© CIRCLEMAKERS LLC

10. 10
BehaviorsActivitiesGoal
Organic Growth
Renewals High Service
Marketing Kits
Placed
Consultative
New Products
Sold
Training
Loyalty Program
Enrollments
Relationship
• Coaching
• Celebration
• Training and
Development
Behaviors Drive Cultural
Norms
Goals Drive Activities, Activities Drive Behaviors
www.circlemakers.co© CIRCLEMAKERS LLC

11. CO-ACH-IEVE™
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12. ACCELERATE™
A Strategic Planning and Results System for
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©CircleMakers,LLC
20% Savings for
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Attendees!
www.circlemakers.co© CIRCLEMAKERS LLC

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Leaders are plagued with a lack of confidence and uncertainty in
choosing, organizing, and executing the right strategies. If this
describes you or your organization, rest assured—you're not alone!
Over 80% of organizations share the same frustrations. Finally,
there is a way to get unstuck.
Join strategy advisor Todd Garretson as he unlocks two decades’
worth of first-hand experience working with family-held and
publicly-traded organizations. Through a series of thoughtful
growth clippings and inspirational insights, Good to Grow has the
power to help you finally explode through the toughest plateaus en
route to your full potential.
With mini-surprises and unexpected nuggets on every page, your
next big idea is waiting to be discovered. So, what are you waiting
for? Ready, set, grow!
Good to Grow
www.circlemakers.co© CIRCLEMAKERS LLC

14. todd@circlemakers.co
+
FREE Content for
AchieveIt Webinar
Attendees!
Write a Review!

15. 15
Solving the Challenges of
Plan Execution

16. 16

17. 17
Why Your Plan Doesn’t Get Executed

18. 18
People Plan
Process
Execution Takes All
Three

19. 19
The 4 Drivers of Execution

20. 20
PURPOSE-BUILT SOFTWARE
BEST-PRACTICE EXPERTISE
HANDS-ON GUIDANCE
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/watch-product-demo/

21. 21
Contact Us
Todd Garretson, Speaker
CEO & Chief Strategist
CircleMakers
todd@circlemakers.co
Paige Pulaski, Moderator
Marketing Content Manager
AchieveIt
(800) 535-1559
ppulaski@achieveit.com

22. 22
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