Step 1: Defining Excellence with Job Scorecards
The first step was removing the ambiguity. You can’t hold someone to a high bar if they don't know where the bar is. I guided Roger to create a comprehensive Job Scorecard for each of his leaders. We didn't just list tasks; we documented core values and behaviours, specific results and targets, areas of accountability, and behavioral competencies. Roger found determining the exact metrics and targets challenging at first. However, he leveraged MSP industry benchmarks to define what "average" vs. "outstanding" looked like. This gave him the confidence to hold his team to a rigorous, data-backed standard of excellence. Step 2: Uncovering Reality through Quarterly Coaching Reviews With the scorecards in hand, Roger implemented Quarterly Coaching Reviews. These weren't standard HR "performance reviews"; they were reality checks designed to surface blind spots. In one instance, a review revealed a significant gap: a leader believed they were performing well, but Roger’s rating on one of their responsibilities was lower because the leader was "winging it" rather than following documented processes. This lack of structure was creating friction and inefficiencies whenever their work touched other departments. Step 3: Identifying Potential with Personal Assessments To understand why certain leaders were struggling despite having clear scorecards, Roger turned to Personal Assessments. Specifically, he used the Working Genius tool to map out the natural strengths and frustrations of his team. One of his leaders, who managed a large team, discovered they had a "weakness" in Galvanizing, the ability to rally, inspire, and push a team toward a goal. In the fast-paced MSP world, Galvanizing is essential. This assessment was an "Aha!" moment for Roger; it explained why this leader struggled to get their team on board with changes. It moved the problem from a personality clash to a specific competency gap that could be managed or supported. Step 4: Building Skills via Quarterly Development Plans Once the gaps were identified (like "winging it" or a lack of "Galvanizing"), Roger used Quarterly Development Plans to bridge them. These weren't generic management courses; they were "live" and value-creating business projects. For the leader who was struggling with process, their development plan for the quarter was to document and refine their department’s main work process. By making this their primary learning objective, Roger ensured they were growing their skills while simultaneously solving a major pain point for the company. The growth was practical, measurable, and directly tied to the company's success. Step 5: Sustaining Growth through Weekly One-On-Ones The final, and perhaps most difficult, piece was the Weekly One-On-One. In a technical environment, it’s easy to let these meetings become "tactical status updates" or cancel them when things get busy. Roger's challenge was consistency.
If you are a prairie CEO who wants to grow a thriving company, team and life more quickly, more easily and with less stress and headache, please contact me here.
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