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The Navigator Institute


   Our Mission is to bring all aspects of an organization into
       alignment, for noble purpose and business results.




   The Navigator Institute identifies, trains, and develops the
  natural "change-makers" in any organization. These people
 form effective core planning and implementation groups, and
     become the "right people" to create cultural change and
                               successful projects.




“I thought you would appreciate some great feedback. You may recall our target of
£100m in profit in three years, and you may even remember how some of the Team
thought I was on drugs and this was mission impossible! Well, the good news is I am
pleased to say we hit it a year earlier than expected, which is fantastic news, and I would
like to thank you for your positive contribution and involvement in achieving this.”

    from the Chief Executive of an International Communications and Mobile Phone
                                        Company




                                                                                          1
TEN SUCCESS STORIES
1. Over 13 months, the Enterprise Technology division of a Global IT
   company reduced 1500 disparate products across five countries into
   one coherent product, with great harmony in the face of a corporate
   culture that had been divisive and segmented.

2. The Canadian Division of a global food manufacturer saved 28 million
   dollars in eight months, and prevented the closing of several plants,
   despite their high cost of production in an underutilized manufacturing
   system.

3. A British global consumer goods plant doubled machine efficiencies,
   thought to be impossible, and created a culture in which nearly
   everyone was enthusiastic.

4. Two international shipping lines merged with savings of approximately
   18 million dollars from combining sales forces and customer services,
   making use of one computer system, and combining ship management
   under one directorate.

5. A Canadian national building products company integrated several
   faltering companies into one, with a positive culture and profitable
   operations in less than three years.

6. A top UK diesel engine maker created a committed and bold business
   plan in a new US Division, in only three weeks. Typical time for such
   an accomplishment between similar company groups was eight
   months.

7. A US-UK car manufacturer dramatically improved quality ratings on a
   very successful vehicle in a four-week period, while still meeting its
   schedule for introduction into a new market.

8. An automotive engineering organization reported a 20% improvement
   in revenues and a dramatic improvement in their efficiency of utilizing
   test beds. Their previous best was a 5% growth rate.

9. A US Air Force Base, over six months, reorganized a 20,000-person
   human resource system with previously unheard-of grass roots
   support.

10. During a six-month program of training and coaching, a group of sales
   consultants in the wireless communications industry brought about an
   extra 17 million dollars in sales, created an extraordinarily effective
   team culture, and reported surprising personal and professional
   growth.



                                                                             2
Navigating From the Future:
             The Navigator Training Program

             An 18-month personal development program

  This is a step-by-step program of skill training, coaching and practice,
      dependant on the mastery attained by individual participants.

  Participants meet once every three months for five days to review their
             learning and design their next level of application.

On successful completion of the program, participants having mastered and
    demonstrated the necessary skills will be certified as “Navigators.”


                               Program Purpose

 To master the skills of a Navigator through making one’s current project,
     company, agency, or community as successful as possible, both
       in business and technical results, and as an ethical system.


                          Appropriate Participants

           Leaders, managers, engineers, scientists, coaches, counselors,
                  facilitators, honest brokers and trusted advisers.

         People committed to mobilizing others to what they are capable of,
            not just what they already can do, and to supplying others with
                the tools to become more purposeful and effective.




                                                                               3
The Navigator Training
                        Program Modules


                      Mastery of Personal Development
      The Practice of going beyond self-limiting beliefs and moving into the
                                    unknown




       Mastery of Personal Responsibility for Quantum Results
Pledging or engaging oneself & accountability for breakthrough outcomes

       Taking Personal Responsibility              Forwarding the Action
       Providing the Missing Action                Clarifying versus Processing
       Eliciting Breakthrough Coaching             Creating a Quantum Results
       Causing Sustainability                       Charter




                   Mastery of Commitment to Action
  To cause action rather than analysis -- to focus on analysis that leads to
                    action, rather than to further analysis

       Work as a Conversation                      Root cause analysis
       Diagnose operating condition                Flight Planning
       Fact interpretation analysis                The Merlin Factor




                       Mastery of Profound Respect
      To honor, admire and appreciate others and what they most value;
            to leave people feeling bigger than when you arrived

       Become more than Yourself               Practice Mastery
       Honor your word                         Celebrate
       Appreciate and acknowledge              Legacy
       Live your code of conduct               Assure Completion
       Values and Principles




                                                                                    4
Mastery of Inspirational Leadership
  The practice of inspiring others to what they are capable of, rather than
                              what they can do

          Inspirational Speaking              Developing Others as Leaders
          Leading Culture Change              Integrating Noble Purpose and
          Transformational Strategy                  Business Purpose
          Managing Energy




                       Mastery of Relationships
To be connected to others -- high quality contact, presence and engagement

     Direct Speaking                             Address Blocks to Contact
     Generous Listening                          Create Safety
     Commitment to Others’ Success               Be Genuine
     Building Relationships Fast



                        Mastery of Conflict Resolution
          Solving or finding the answer to a conflict, problem, question

     Get Agreement on Problems                   Co-Invention
      Before Going to Solutions                   Seek Common Ground
     Separate Issues from Interests              Turn Impasse into
     Turn Complaints into Requests                Breakthrough
     Conflict Mapping                            Acknowledge Mistakes



                         Mastery of Future Focus
           To have a compelling picture of the future that generates
                     uncharacteristic action in the present

     Pay Attention to What you                   Seek Adjacent Possibilities
      Want                                        Become an Ambassador From
     Invent From the Future                       the Future
     Go Beyond Self-Limiting Beliefs             Appreciate the Power of
     Think the Unthinkable                        Distinction




                                                                                 5
Mastery of Group Alignment
              To be in the same boat -- a shared perspective that allows for
                                   committed action

           Dialogue                                   Enrollment
           Create Conditions for the                  Create Noble Purpose
            Moment of Change                           Maintain Communication
           Create new Context                         Team Learning
           Aligned decision making




                    In the Navigator Training Program you will also:


                  Learn to Deal with Common Barriers to Success


       Personal and professional                  Helplessness, resignation, and
       Identity that stops change from             compliance
        happening                                  Absence of dialogue
       Addiction to Technology                    Avoiding domination
       Bureaucracy                                Having to be right
       Ignorance about what works                 Control more important than
       Loss of energy                              winning


                                            and


                             Learn the Navigator Code:
                   What it Takes to Transform a Complex System


   Getting out of the Box                         From an ‘Impossibility’ Anything
   Force Causes Resistance                         Follows
   Commitment to Others’ Success                  Promise the Unpredictable
   Context is Decisive                            Beginner’s Mind
   Combine Noble Purpose and Pragmatic            Block Prior Attempts at Solution
    Purpose                                        Alignment Before Agreement
                                                   The Overview Effect




                                                                                       6
The Navigator Institute Faculty

                                                    - “Stage Three Leadership: From Good Ideas
                                                        to Unified Action”, Beyond Earth: The
                                                        Future of Humans in Space, Apogee
                                                        Press, 2006.
                                                    - “The Merlin Factor: Leadership and Strategic
                                                        Intent”, London Business School
                                                        Strategy Review, Vol. 5 (1), 1994.
                   Charles E. Smith, Ph.D.          - “Kings Counsel”, London Business School
                                                        Strategy Review, Vol. 3, 2007.
Professional History:                               - Contributor to multiple newsletters, blogs,
Consultant & Independent Training                       corporate publications and websites.
    Company Owner since 1969.
Multi-National Clients: DTE Energy, Procter
    & Gamble, Perkins Engines, Rover Cars,
    Ernst & Young, AT Kearney, Cunard
    Ellerman, Campbell’s Soup, Damovo.
Government Clients: National Aerospace Plane
    Program, US Air Force, UK Ministry of
    Defense, US Environmental Protection
    Agency, US Department of Commerce.
Academic Positions: Visiting Associate
                                                                       Ferdinand D’Souza
    Professor - George Williams University,
    & Cranfield College Business Case
                                                         Ferdi D’Souza is internationally
    Development.
                                                    recognized as a master course leader in
Not-for-Profit Boards:
                                                    transformational education, training and
- Foundation for Mid-East Communication
                                                    development.
- Aerospace Technology Working Group
                                                         He works with public, corporate, and
- National Peace Academy Foundation
                                                    institutional audiences in both English and
- Middle Road Foundation
                                                    Hindi, and is known for inspirational
- President: Harvard Club of New Mexico
                                                    leadership in the USA, Canada, Europe, New
                                                    Zealand, Australia, India, Dubai, Bangladesh
Education
                                                    and Afghanistan.
- A.B., Harvard College
                                                         Ferdi has effectively managed complex
- M.B.A., Harvard Business School
                                                    projects from concept to delivery, and has a
- Ph.D., Case Western Reserve University,
                                                    reputation for practically applying leading edge
    Organizational Behavior
                                                    methodologies to real issues facing individuals,
- Certificate, Gestalt Methods, Gestalt Institute
                                                    groups and organizations.
    of Cleveland
                                                         He trains and coaches effective leadership
                                                    and communication skills and personal
Publications:
                                                    development for individuals, business
- Navigating From the Future: a Primer for
                                                    professionals and community heads.
    Sustainable Transformation, Kairos
                                                         He coached and developed senior trainers,
    Productions & CreateSpace Publishing, ‘09.
                                                    sales and production managers in a large and
- The Merlin Factor: Keys to the Corporate
                                                    reputed international training and development
    Kingdom, Kairos Productions, US &
                                                    organization, building three large international
        Gower Publishing, UK, 1995.
                                                    operations centers across India from scratch.




                                                                                                     7

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The Navigator Training

  • 1. The Navigator Institute Our Mission is to bring all aspects of an organization into alignment, for noble purpose and business results. The Navigator Institute identifies, trains, and develops the natural "change-makers" in any organization. These people form effective core planning and implementation groups, and become the "right people" to create cultural change and successful projects. “I thought you would appreciate some great feedback. You may recall our target of £100m in profit in three years, and you may even remember how some of the Team thought I was on drugs and this was mission impossible! Well, the good news is I am pleased to say we hit it a year earlier than expected, which is fantastic news, and I would like to thank you for your positive contribution and involvement in achieving this.” from the Chief Executive of an International Communications and Mobile Phone Company 1
  • 2. TEN SUCCESS STORIES 1. Over 13 months, the Enterprise Technology division of a Global IT company reduced 1500 disparate products across five countries into one coherent product, with great harmony in the face of a corporate culture that had been divisive and segmented. 2. The Canadian Division of a global food manufacturer saved 28 million dollars in eight months, and prevented the closing of several plants, despite their high cost of production in an underutilized manufacturing system. 3. A British global consumer goods plant doubled machine efficiencies, thought to be impossible, and created a culture in which nearly everyone was enthusiastic. 4. Two international shipping lines merged with savings of approximately 18 million dollars from combining sales forces and customer services, making use of one computer system, and combining ship management under one directorate. 5. A Canadian national building products company integrated several faltering companies into one, with a positive culture and profitable operations in less than three years. 6. A top UK diesel engine maker created a committed and bold business plan in a new US Division, in only three weeks. Typical time for such an accomplishment between similar company groups was eight months. 7. A US-UK car manufacturer dramatically improved quality ratings on a very successful vehicle in a four-week period, while still meeting its schedule for introduction into a new market. 8. An automotive engineering organization reported a 20% improvement in revenues and a dramatic improvement in their efficiency of utilizing test beds. Their previous best was a 5% growth rate. 9. A US Air Force Base, over six months, reorganized a 20,000-person human resource system with previously unheard-of grass roots support. 10. During a six-month program of training and coaching, a group of sales consultants in the wireless communications industry brought about an extra 17 million dollars in sales, created an extraordinarily effective team culture, and reported surprising personal and professional growth. 2
  • 3. Navigating From the Future: The Navigator Training Program An 18-month personal development program This is a step-by-step program of skill training, coaching and practice, dependant on the mastery attained by individual participants. Participants meet once every three months for five days to review their learning and design their next level of application. On successful completion of the program, participants having mastered and demonstrated the necessary skills will be certified as “Navigators.” Program Purpose To master the skills of a Navigator through making one’s current project, company, agency, or community as successful as possible, both in business and technical results, and as an ethical system. Appropriate Participants  Leaders, managers, engineers, scientists, coaches, counselors, facilitators, honest brokers and trusted advisers.  People committed to mobilizing others to what they are capable of, not just what they already can do, and to supplying others with the tools to become more purposeful and effective. 3
  • 4. The Navigator Training Program Modules Mastery of Personal Development The Practice of going beyond self-limiting beliefs and moving into the unknown Mastery of Personal Responsibility for Quantum Results Pledging or engaging oneself & accountability for breakthrough outcomes  Taking Personal Responsibility  Forwarding the Action  Providing the Missing Action  Clarifying versus Processing  Eliciting Breakthrough Coaching  Creating a Quantum Results  Causing Sustainability Charter Mastery of Commitment to Action To cause action rather than analysis -- to focus on analysis that leads to action, rather than to further analysis  Work as a Conversation  Root cause analysis  Diagnose operating condition  Flight Planning  Fact interpretation analysis  The Merlin Factor Mastery of Profound Respect To honor, admire and appreciate others and what they most value; to leave people feeling bigger than when you arrived  Become more than Yourself  Practice Mastery  Honor your word  Celebrate  Appreciate and acknowledge  Legacy  Live your code of conduct  Assure Completion  Values and Principles 4
  • 5. Mastery of Inspirational Leadership The practice of inspiring others to what they are capable of, rather than what they can do  Inspirational Speaking  Developing Others as Leaders  Leading Culture Change  Integrating Noble Purpose and  Transformational Strategy Business Purpose  Managing Energy Mastery of Relationships To be connected to others -- high quality contact, presence and engagement  Direct Speaking  Address Blocks to Contact  Generous Listening  Create Safety  Commitment to Others’ Success  Be Genuine  Building Relationships Fast Mastery of Conflict Resolution Solving or finding the answer to a conflict, problem, question  Get Agreement on Problems  Co-Invention Before Going to Solutions  Seek Common Ground  Separate Issues from Interests  Turn Impasse into  Turn Complaints into Requests Breakthrough  Conflict Mapping  Acknowledge Mistakes Mastery of Future Focus To have a compelling picture of the future that generates uncharacteristic action in the present  Pay Attention to What you  Seek Adjacent Possibilities Want  Become an Ambassador From  Invent From the Future the Future  Go Beyond Self-Limiting Beliefs  Appreciate the Power of  Think the Unthinkable Distinction 5
  • 6. Mastery of Group Alignment To be in the same boat -- a shared perspective that allows for committed action  Dialogue  Enrollment  Create Conditions for the  Create Noble Purpose Moment of Change  Maintain Communication  Create new Context  Team Learning  Aligned decision making In the Navigator Training Program you will also: Learn to Deal with Common Barriers to Success  Personal and professional  Helplessness, resignation, and  Identity that stops change from compliance happening  Absence of dialogue  Addiction to Technology  Avoiding domination  Bureaucracy  Having to be right  Ignorance about what works  Control more important than  Loss of energy winning and Learn the Navigator Code: What it Takes to Transform a Complex System  Getting out of the Box  From an ‘Impossibility’ Anything  Force Causes Resistance Follows  Commitment to Others’ Success  Promise the Unpredictable  Context is Decisive  Beginner’s Mind  Combine Noble Purpose and Pragmatic  Block Prior Attempts at Solution Purpose  Alignment Before Agreement  The Overview Effect 6
  • 7. The Navigator Institute Faculty - “Stage Three Leadership: From Good Ideas to Unified Action”, Beyond Earth: The Future of Humans in Space, Apogee Press, 2006. - “The Merlin Factor: Leadership and Strategic Intent”, London Business School Strategy Review, Vol. 5 (1), 1994. Charles E. Smith, Ph.D. - “Kings Counsel”, London Business School Strategy Review, Vol. 3, 2007. Professional History: - Contributor to multiple newsletters, blogs, Consultant & Independent Training corporate publications and websites. Company Owner since 1969. Multi-National Clients: DTE Energy, Procter & Gamble, Perkins Engines, Rover Cars, Ernst & Young, AT Kearney, Cunard Ellerman, Campbell’s Soup, Damovo. Government Clients: National Aerospace Plane Program, US Air Force, UK Ministry of Defense, US Environmental Protection Agency, US Department of Commerce. Academic Positions: Visiting Associate Ferdinand D’Souza Professor - George Williams University, & Cranfield College Business Case Ferdi D’Souza is internationally Development. recognized as a master course leader in Not-for-Profit Boards: transformational education, training and - Foundation for Mid-East Communication development. - Aerospace Technology Working Group He works with public, corporate, and - National Peace Academy Foundation institutional audiences in both English and - Middle Road Foundation Hindi, and is known for inspirational - President: Harvard Club of New Mexico leadership in the USA, Canada, Europe, New Zealand, Australia, India, Dubai, Bangladesh Education and Afghanistan. - A.B., Harvard College Ferdi has effectively managed complex - M.B.A., Harvard Business School projects from concept to delivery, and has a - Ph.D., Case Western Reserve University, reputation for practically applying leading edge Organizational Behavior methodologies to real issues facing individuals, - Certificate, Gestalt Methods, Gestalt Institute groups and organizations. of Cleveland He trains and coaches effective leadership and communication skills and personal Publications: development for individuals, business - Navigating From the Future: a Primer for professionals and community heads. Sustainable Transformation, Kairos He coached and developed senior trainers, Productions & CreateSpace Publishing, ‘09. sales and production managers in a large and - The Merlin Factor: Keys to the Corporate reputed international training and development Kingdom, Kairos Productions, US & organization, building three large international Gower Publishing, UK, 1995. operations centers across India from scratch. 7