PROPEL Coaching Resource Library
This is a private course for people enrolled in our coaching program, containing a complete library of resources, templates, and guides they will use to integrate culture, strategy, and execution.
About this resource library
Video: What Are the Habits and Why Do They Matter?
Scaling Up Reading Index
Welcome to the Propel Readiness Assessment
C1: People know what our culture is
C2: We continuously align our culture with what makes us successful
C3: The top of the organization lives the culture, and ensures integration with strategy and execution
S1: People know what our strategy is
S2: We're laser focused on what we should be doing on a quarterly basis
S3: People know what our progress is
E1: We are masters of internal meetings and information flow
E2: We are hyper aware of what members/customers/stakeholders (MCS) want, need, and experience on a continuous basis.
E3: There is zero confusion about who is accountable for what.
E4: Everyone can measure their own success, every day (week, month, quarter, year…)
Culture Habits Overview
C1. Culture Visibility
C1. Suggested Action Items
C1. Additional Reading
Culture Code 101
One Page Personal Plan Worksheet
The Difference Between Mission, Vision, and Values
Culture Priority Example
Core Value Exercise
Mantra Exercise
Culture in HR Processes Exercise
C2. Culture Alignment
C2. Suggested Action Items
Culture Priorities
Success Drivers 101
Culture Friction Exercise
Culture Metrics Exercise
Business Results Exercise #1
Business Results Exercise #2
C3. The Top's Role in Culture
C3. Suggested Action Items
Culture Team Charter
Culture Friction Leadership Team Discussion
Team Leadership Support Exercise #1
Team Leadership Support Exercise #2
Culture Talk Exercise
The Board and Our Culture Exercise
Strategy Habits Overview
S1. Strategy Visibility
S1. Action Items
4D Framework to Results Worksheet
7 Strata Explained
7 Strata Worksheet
Vision Summary Worksheet
Long Term Vision Exercise
Target Customer Exercise
Strengths, Weaknesses, and Trends Exercise
Staff Check In Exercise
One Page Strategic Plan
Staff Role Play Exercise
S2. Quarterly Focus
S2. Actions Items
Creating a System of Accountability [from Growth Mindset Bootcamp]
Quarterly Priorities (Rocks)
Metrics Primer
Quarterly Priorities Exercise
Working With The Board Exercise
Quarterly Priorities With The Board Exercise
Individual Contributions Exercise
Staff Priorities Exercise
Drafting Metrics Exercise
S3. Progress Visibility
S3. Action Items
Sample Culture Priority: Transparency
OPSP Visibility Exercise
Scorecards and Dashboards Exercise
Survey Your Staff Exercise
Incomplete Tasks Exercise
Execution Habits Overview
E1. Meetings and Information Flow
E1. Suggested Action Items
Death by Meeting-Additional Reading
The RACI Model of Accountability
RACI Worksheet
Who, What, When Worksheet
Internal Meetings Primer
Internal Staff Collaboration Exercise
Daily Huddle Exercise
Connector Exercise
E2. Member/Customer Focus
E2. Suggested Action Items
Open Community-Additional Reading
Open Garden-Additional Reading
Voice of the Member- Additional Reading
Customer Experience Exercise
Peer Share Exercise
CX Data Share Exercise
Day On The Phone Exercise
MCS In Strategy Exercise
Connect With Your Members Exercise
E3. Accountability
E3. Suggested Action Items
The Menlo Innovations Case Study
FACe: Function Accountability Chart
PACe: Process Accountability Chart
Decision Making Roles Exercise
"Stucks" Exercise
Organizational Structure Exercise
Staff Needs Exercise
E4. Success Metrics
E4. Suggested Action Items
Align Quick Start Guide to Planning and Tracking
KPI Check Exercise
Personal Critical Number Exercise
Accountability Exercise
Team Accountability Exercise
Morning Star Exercise
CASh: Cash Acceleration Strategies Worksheet
The Power of One Worksheet
Ebook that Jamie wrote originally in 2013 (and has been updated over the years) that provides the foundation for understanding how to design and manage workplace culture.
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