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I hope you made time to rest, recharge and reset over the holiday season.
I believe self-care can also extend well beyond the holiday season to our day-to-day in the new year, if we make it a priority. In my work with CEOs and business owners, burn-out and lack of joy and fulfillment are common. One of the underlying causes is lack of self-care. Taking care of ourselves will not only benefit us, but also our leadership teams, companies and communities. One excellent resource is a book I use with CEOs that represents, what I believe, is a missing link for CEOs of mid-sized growth companies. Written by my colleague, senior Gravitas Impact coach, Kevin Lawrence in Vancouver BC, Your Oxygen Mask First is a breakthrough in the combined art of leadership, self-management AND self-care. We can find dozens of fantastic books and tools to learn the nuts and bolts of growing a thriving company. And there are a few methodologies, like the Scaling Up system and 7 Attributes of Agile Growth, that bring many of those essential tools together to make them more accessible for mid-size companies. However, the missing link is the CEO factor: the leader themselves and their skills for taking care of themselves first, so they can take better care of their people and their business. Your Oxygen Mask First makes clear that it’s a myth that CEOs can build successful companies sustainably by putting everyone else first. In truth, this leads to burn-out and tragedy. It’s a dirty secret we need to talk about. Kevin wrote Your Oxygen Mask First based on the experiences and tools he gained over 20 years as a coach and advisor. The book covers the 17 habits Kevin has tried and tested for leaders to lead well AND take care of themselves, so they have a great company AND a great life. I highly recommend it to any CEO, president or leader. How can you manage your leadership team members more effectively? To find out how to manage your team members to grow more easily, quickly and profitability, AND enjoy the ride, try our complimentary Agile Growth Checklist. This self-service questionnaire takes 5 to 10 minutes to complete. You'll receive the checklist with your responses immediately. Within 24 hours, you'll receive a compiled report highlighting areas to improve. Complete section 2 to check your people management processes. Or complete all 7 sections to find out how your company is doing in each of the 7 areas needed to produce more rapid, profitable and sustainable growth. This report is complementary and involves no obligation. Happy holidays from my wife Janelle, our son Braylen, and I!
We wish you, your employees, and your families, a restful, joyous and safe holiday season. And for 2026, we wish you all the success in growing a thriving company, team and life!
The following video builds on my last video on execution: "Is your executive team executing efficiently?"
I’ll share the story of one of my clients getting their executive team executing efficiently in the next 5 Minute Growth tip.
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
This is a core pillar of Metronomics, which features 90-day objectives as a pulse-setting mechanism to ensure the business stays on course. This approach is part of the Execution System in Metronomics, which is all about setting annual and quarterly goals, establishing clear accountabilities, and maintaining communication rhythms.
3. An Executive Team Meeting Rhythm Execution is impossible without a consistent communication cadence. Our suggested rhythm includes:
This is essentially the Execution System at work within Metronomics. The book stresses this "metronome" of daily, weekly, monthly, and quarterly rhythms, which ensures a consistent speed throughout the organization, preventing that draining cycle of going fast and slow. Metronomics provides the structure to turn chaotic operations into a predictable flow. 4. A Results Tracking System Finally, a Results Tracking System is where your quarterly plan—targets, priorities, accountabilities, and action plans—is captured in an accessible format. Metronomics champions the idea of a tracking system as an "open playing field." This means all the critical company and executive team results and progress - from quarterly priorities to key metrics - are visible and accessible to everyone on the executive team.
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.
1. A Monthly Operating and Financial Forecast
For an executive team to execute their annual plan, a monthly operating and financial forecast is a critical execution tool to regularly check if the company is on or off course. Breaking down the expected monthly changes in volumes, revenues, costs and cash, and tracking your actual results against the forecast on a monthly basis enables you and your team to make decisions frequently to keep things on track. Creating a Monthly Operating and Financial Forecast based on your annual targets also enables you and your team to validate that your initial one year targets are actually feasible financially, given the assumptions your plan is based on. A feasible plan is an executable plan. A Monthly Operating and Financial Forecast should also reflect any major investments you and your team are planning to make. These should reflect the annual priorities for change, improvement and growth that you’ve planned based on the company’s Number One Addressable Challenge for the year. 2. Quarterly Targets & Priorities The most effective and efficient way for small to mid size companies to execute on an annual plan is to break it down into quarterly plans. Your quarterly company operating and financial targets are straightforward as they will come directly from your Monthly Operating and Financial Forecast. As for your quarterly company priorities, an executive team can roughly sketch them out quarter by quarter during annual planning. However, this is always an approximation and not an exact plan to hold yourselves to. Instead, at the end of your annual planning, work from that rough sequence of quarterly priorities and select which ones absolutely need to happen in the first quarter. Then after that first quarter, at the next quarterly planning meeting (usually a one to two day investment), determine what is most important to bite off for the next quarter based on what you learned and how things are evolving. And repeat every quarter. What’s critical is to identify who is accountable for each of those quarterly priorities and what needs to be achieved that quarter for each. Then the leader for each quarterly priority identifies who else needs to be involved and how, and prepares an action plan to make it happen. 3. An Executive Team Meeting Rhythm An effective execution process for an executive team includes quarterly planning meetings (as previously discussed), monthly check-ins, weekly meetings and daily huddles. It's great to have a plan for the quarter. But then the day-to-day challenges of running a business happen. And things can go off track. A consistent meeting rhythm ensures the executive team connect regularly to communicate, problem-solve and keep the plan on track. Five to ten minute daily huddles enable the executive team to stay synchronized, know who’s doing what and identify issues and blockers to quickly resolve them throughout the week before they snowball. 60 to 90 minute weekly meetings allow the executive team to proactively check whether quarterly results and priorities are on track and collaborate to resolve any larger issues or blockers. Half day to full day monthly meetings provide the opportunity for the executive team to, again, check whether quarterly results and priorities are on track, and also to resolve larger issues or discuss opportunities, proactively learn and apply new business practices, and make adjustments to the quarterly plan if needed. This ensures the executive team stays aligned on what’s most critical for the quarter.
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.
The following video builds on my recent videos on exec team alignment: ”Is Your Executive Team Aligned?”, “The Alignment Playbook: Scaling Up”, ”How one CEO doubled business with aligned execs”, and “Your One Page Strategic Plan for Aligned Growth”.
I'll discuss what the best selling business book Metronomics says about these practices in the next 5 Minute Growth Tip.
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.
We’ll discuss the CEOs role in our next 5 Minute Growth Video.
If you are a prairie CEO who wants to grow a thriving company more quickly, more easily and with less stress and headache, please contact me here.
Processes, systems and structures create that order in companies. And the systems needed to create order in the complexity of a 200 person organization are different than that of a 100, 50, 25 or 10 person organization.
For example:
Hitting the ceiling, valleys of death Any company within one stage will usually hit a ceiling if they keep doing things the same ways they have been. Companies that don’t make the right changes, or aren’t successful in making those changes, will fall into what we call a “valley of death”. Valleys of death are where the leadership makes investments, but they don’t work out. So the company doesn’t move beyond that stage. The company can also fall backward in terms of revenue and often profitability because of the failed investments. Worst case, it can lead to company failure. Growing unprofitably Some companies grow despite not making the changes needed for the next stage. With sheer grit or dramatic demand growth, they’ll grow. However, these companies often become increasingly inefficient with the increasing complexity and resulting chaos. And so the company’s profitability will decrease, sometimes significantly. Unless exceptionally well funded, with investors willing to accept short to mid term losses for a longer term windfall, the decreasing profitability and resulting cash flow challenges will eventually prevent the company from investing in the capacity to grow and the systems to grow profitability. And so growth will stall. One can also count on drama, stress and headaches being the overarching theme for the CEO. So what stops a company from making the right changes and improvements to grow successfully and profitably? Leadership is the linchpin We can see early in a company’s life - by about 25 employees - that a CEO has to learn to get results from people THROUGH other managers or leaders, rather than managing everything themselves. Very often, the leaders, like the CEO, are stuck in the weeds, too focused on the day-to-day. So the projects to move the company forward often don’t get done or aren’t done right. Leaders in mid-size companies are often not on the same page about where the company is headed and how to get there. So they, and their people, are often working in silos and at cross purposes. These leaders are also often not meeting the CEO’s expectations and aren’t being the kind of leaders they need to be to get and keep their people fully engaged, productive and effective. And while the CEO may have a vision for the company, they often don’t have a clear strategy for how to attract and keep the best customers. Even if they do, that strategy is often not understood or supported by the leaders who need to make it happen. The result is the company doesn’t identify or successfully implement the right processes, systems and structures to support growth, in ways that delight customers, retain great employees and do so profitably and sustainably. As a result, customers come and go, as does talent, and the company’s growth is rocky and/or unprofitable.
If you are a prairie CEO who wants to grow a thriving company more quickly, more easily and with less stress and headache, please contact me here.
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