Franklin Covey Company · NYSE:FC
Franklin Covey — Investor Presentation (July 2006)
29 slides from Franklin Covey's investor presentation, July 2006
Slide 1: Helping your business unit leader drive strategy
Helping your business unit leader drive strategy Outcomes: 1. Define an Execution Challenge / Business Case. 2. Present a concise execution methodology. 3. Show 2 simple options for implementation & next steps.
Slide 2: Outcomes
Helping your business unit leader drive strategy Outcomes: 1. Goal 1. Business Case 2. Tasks / Activities 3. Execution % 1. Gauge 2. Execution methodology 2. Process 1. Intact-Team (BUL) 3. Implementation 2. Open-Enrollment
Slide 3: Execution Challenge / Business Case: Grocery Store
Execution Challenge / Business Case Grocery Store 1. Primary objectives of the business 3-5% Growth by ‘04 unit? 2. Is there a group of people that have to Who: (Group) Department Mngr learn something new or do something What: (Do Different)… different, in order for you to be - Future Planning succe
Slide 4: Execution Challenge / Business Case: Logistics and Shipping Company
Execution Challenge / Business Case Logistics and Shipping Company 1. Primary objectives of the business Centennial Plan by ’07 unit? (series of Growth goals) 2. Is there a group of people that have to Who: (Group) S.C. Sales Force learn something new or do something What: (Do Different)… different,
Slide 5: Execution Challenge / Business Case: Auto Insurance
Execution Challenge / Business Case Auto Insurance 1. Primary objectives of the business 60% Same day service by ‘04 unit? 2. Is there a group of people that have to Who: (Group) Claims Staff learn something new or do something What: (Do Different)… different, in order for you to be - Tag Teams succ
Slide 6: Execution: Goals, Tasks / Activities
3 1 2 Tasks / Goals Activities Execution 60% same day Who: (Group) Claims Staff service by ‘04 What: (Do Different)… 70 - Tag Teams 30 ___% 50 ___% 20 ___% - In person contacts - Extended hours Model Not yet Never - Creative problem solving
Slide 7: Execution: Gauge and Process
Tasks / Execution Goals Activities Gauge Process Clarity Commitment Translation Discipline Enabling Trust Collaboration Accountability
Slide 8: xQ Description 5-15 min
4 Step xQ Description 5-15 min: 1. McKinsey / 8 Standards 2. Gut Check on Business Case 3. Examples (Cortez & FC) 4. Summation
Slide 9: Execution: Gauge and Process
Tasks / Execution Goals Activities Gauge Process Clarity Commitment Translation Discipline Enabling Trust Collaboration Accountability
Slide 10: Cortez 1st Survey
Cortez 1st Survey XQ 34 (First XQ Survey) 4/02 National Ave. Focus 35 Clarity 24 52 Commitment 39 52 Translation 19 43 Discipline 61 65 Synergy 33 Enabling 31 32 Collaboration 39 49 Trust 30 59 Accountability 34 57
Slide 11: Cortez 2nd Survey
Cortez 2nd Survey XQ 59 (Second XQ Survey) 4/02 10/02 Focus 61 Clarity 24 51 Commitment 39 41 Translation 19 61 Discipline 61 65 Synergy 56 Enabling 31 31 Collaboration 39 59 Trust 30 69 Accountability 34 66
Slide 12: YTD Goal & XQ Results 1st Qtr '03
OSBU YTD Goal 113% XQ 64 Gary Clements North America Clarity 58 Focus 66 Commitment 70 OSBU Translation 67 Discipline 73 YTD Goal & XQ Results 1st Qtr ‘03 Enabling 34 Synergy 59 61 Collaboration 64 Trust 74 Accountability 71 Region 1 Region 2 Region 3 YTD Goal 109% XQ 47 YTD Goal 130% XQ 63 YTD Goal
Slide 13: YTD Goal & XQ Results 1st Qtr '03
OSBU YTD Goal 113% XQ 64 Gary Clements North America Clarity 58 Focus 66 Commitment 70 OSBU Translation 67 Discipline 73 YTD Goal & XQ Results 1st Qtr ‘03 Enabling 34 Synergy 59 61 Collaboration 64 Trust 74 Accountability 71 Region 1 Region 2 Region 3 YTD Goal 109% XQ 47 YTD Goal 130% XQ 63 YTD Goal
Slide 14: YTD Goal & XQ Results 1st Qtr '03
OSBU YTD Goal 113% XQ 64 Gary Clements North America Clarity 58 Focus 66 Commitment 70 OSBU Translation 67 Discipline 73 YTD Goal & XQ Results 1st Qtr ‘03 Enabling 34 Synergy 59 61 Collaboration 64 Trust 74 Accountability 71 Region 1 Region 2 Region 3 YTD Goal 109% XQ 47 YTD Goal 130% XQ 63 YTD Goal
Slide 15: YTD Goal & XQ Results 1st Qtr '03
OSBU YTD Goal 113% XQ 64 Gary Clements North America Clarity 58 Focus 66 Commitment 70 OSBU Translation 67 Discipline 73 YTD Goal & XQ Results 1st Qtr ‘03 Enabling 34 Synergy 59 61 Collaboration 64 Trust 74 Accountability 71 Region 1 Region 2 Region 3 YTD Goal 109% XQ 47 YTD Goal 130% XQ 63 YTD Goal
Slide 16: What xQ gives you
What xQ gives you Gauge: Other Outcomes: 1. 8 Execution Standards 1. Leaders have a language to talk about execution 2. Department break-outs 2. Leaders know what to focus on 3. Improvements over-time 3. Leaders are accountable. 4. Benchmarks by Department, Industry Average and National Average, Bes
Slide 17: xQ Description 5-15 min
4 Step xQ Description 5-15 min: 1. McKinsey / 8 Standards 2. Gut Check on Business Case 3. Examples (Cortez & FC) 4. Summation
Slide 18: Execution: Gauge and Process
Tasks / Execution Goals Activities Gauge Process Clarity Commitment Translation Discipline Enabling Trust Collaboration Accountability
Slide 19: Execution: A.G.R. Aligning Goals for Results
Tasks / Execution Goals Activities Gauge Process 1. Focus Wildly Important Goals A.G.R. Qtr (WIGs) 2. Build Measures Qtr 3. Translate Into Action Wk Aligning Goals for Results 4. Report Results Wk
Slide 20: A.G.R. Description
2 Step A.G.R. Description: - 4 Universal Business Disciplines (80/20 rule) - Demonstrate Work Compass
Slide 21: Jim Stuart's One-Liners
Jim Stuart’s One-Liners 1. Focus Wildly Important Goals: Human beings are genetically encoded to do one thing at a time with excellence! 2. Build the Measures: There is no such thing as a clear goal without a measure! 3. Translate to Action: New goals you have never hit before require new behaviors
Slide 22: Work Compass—Execution Tool
Work Compass—Execution Tool
Slide 23: A.G.R. Description
2 Step A.G.R. Description: - 4 Universal Business Disciplines (80/20 rule) - Demonstrate Work Compass
Slide 24: Execution: Gauge and Process
Tasks / Execution Goals Activities Gauge Process Clarity Commitment Translation Discipline Enabling Trust Collaboration Accountability
Slide 25: Execution: A.G.R. Aligning Goals for Results
Tasks / Execution Goals Activities Gauge Process 1. Focus Wildly Important Goals A.G.R. Qtr (WIGs) 2. Build Measures Qtr 3. Translate Into Action Wk Aligning Goals for Results 4. Report Results Wk
Slide 26: Implementation: Do / Teach to do
Implementation 1. 2. Intact Open Teams Enrollment “Do” “Teach to do”
Slide 27: 1. Intact Team
1. Intact Team xQ xQ 1 2 3 xQ Aligning 3 months Maximizing 3 months Debrief Goals for A.G.R. Clarify Results (4 hours) W.I.G.s (A.G.R.) 1. Agreement on 1. Create measures 1. Review W.I.G.s and execution challenges and build scoreboard scorecard (the “why” (expose reality /sense of and the “what”) 2.
Slide 28: 2. Training Menu (Teach to do)
2. Training Menu (Teach to do) Individual Team / Organization xQ Clarity 1 day 1day M1 M2 Focus Commitment Focus AGR M3 M4 Translation Discipline Enabling Synergy Trust 7 Habits 4 Roles Collaboration Accountability 1-3 days 2 days
Slide 29: Outcomes
Helping your business unit leader drive strategy Outcomes: 1. Goal 1. Business Case 2. Tasks / Activities 3. Execution % 1. Gauge 2. Execution methodology 2. Process 1. Intact-Team (BUL) 3. Implementation 2. Open-Enrollment
Franklin Covey Company — Investor Presentation (July 2006) on 6ix