Module 19

Workshop 5

Session 1: Seeing around corners

Housekeeping

To the team admin: Your special role in your company workshops continues; you are the leader! In each section of each session, play the videos at the right time, read out and share the text and instructions on screen, lead the activities, and record the outcomes from each. Don’t forget to allocate another team member as timekeeper to keep you on track!

What you need

A whiteboard, 3 flip charts, paper, post-its, break out spaces. For online teams, zoom breakouts and chat can be used in place of rooms and post-its. 

How much time it takes

This workshop is designed to be undertaken as 3 separate intensive yet fun sessions, with a min. 20-minute break between each to mentally reset.

Change it up

Know how your team works best and customise the workshop for them. Longer breaks? More discussion? More breakouts. Do it!

Eliminating buy-in challenges

When J.C. Penney hired Apple executive Ron Johnson to lead a bold transformation, the strategy looked great on paper. He scrapped constant discounting in favour of everyday low prices, redesigned stores, and aimed to create a more premium experience.

But there was one major problem: their customers weren’t ready for it. The people who shopped there liked the coupons, the sales racks, the bargain hunt. And the staff — many of whom had spent years operating one way — didn’t understand how to sell in this new model.

The strategy wasn’t inherently wrong. But it failed to account for the human response. Sales plummeted, and within 18 months, Johnson was out.

It’s a common occurrence, strategies that look great on paper until they hit real people in the real world. We all know the patterns: resistance, misunderstandings, ‘this is just another initiative’, ‘that will never work here’.

But here’s the thing, no one knows your people and culture better than this group. The same leaders who will drive these changes also hold the insights you need to anticipate what might slow you down, and plan for it now, not later.

Think of this as mental rehearsal: if you can predict the challenges, you can prepare to overcome them.

60 minutes

Now we’re through Phase 1 and 2 and have a much better idea of what this 3P growth strategy is going to look like, we can get a lot more specific also with our change and buy-in planning. In small groups, for 20 minutes, work together to write on paper:

    • Likely buy-in challenges. Things that could affect uptake, engagement, or trust

    • For each, suggest mitigation actions, ways to neutralise or reduce resistance

    • Score how big a challenge this might be (1 being low – 4 being very high )

  1. As you’re finished writing your top 3 to 5 challenges, pass them left to the group next to you to read. Keep up the passing until everyone has seen all the challenges.

  2. Now have a 30 minute group discussion:

    • What level of change is feasible right now?

    • On the whole, how are our people doing, can they take more change?

    • What are some of the common issues that popped up that will continue to pop up in any new initiative?

    • How do we make change ok?

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BREAK
TIME!

Take 20 to reset.

Session 2: Mapping for momentum

3-year horizon builder

60 minutes

One reason strategies fail is not poor ideas, but poor timing. Too much at once, efforts that clash, fatigue from overloading the system and people.

Great execution isn’t about doing everything fast, it’s about doing the right things in the right order, at a pace the business can absorb.

In this session, we’ll build our shared milestones and momentum map: a clear view of what should happen, when, to deliver success over three years. Note, you will include different levels of detail for year 1, which is closer, and year 2 and 3, which you will know much less about now. 

  • Stick up butchers paper one next to the other, stretching along the wall in a big line. Now, break the line up into 3 equal sections, one for each year. What you will have is timeline that runs along your wall and starts with a section for year 1, followed by year 2 and finally year 3.

  • As a group:

    • Take a look at your agreed BAU initiatives and your agreed big initiatives, all of them. Your facilitator or admin will have them on hand. 

    • Write every initiative on the different coloured post-it note, then as a team, one-by-one discuss the timing of each. How long will it take from start to finish? When would it make sense to start it and end it? What overlaps might you have? What constraints?

    • Now stick the post-it for each inititaive on the wall indicating roughly when the actual rollout of the inititaive will begin. For example, if the initiative is a 4-day work week, the post-it goes when people actually have their first 4-day week. 

    • Ok, the fun part, you need to work out the steps up until that point of roll out and after it. Using the same coloured post-it as the initiative, write out a post-it each for 4 to 7 high-level steps around it and place them on the timeline at the right spot. Be very honest about how long you will need to complete each step. Think about resources, overlaps an dother comitments. 

    • Now add on anything that isn’t your 3P growth initiatives that also need to be aware of when allocating time, budget and resource.

    • Now, as a team, step back and discuss:
      • How long will it REALLY take to do that?

      • How much human resource needs to be allocated to each task at the points along the line, and for how long, and how much will it cost to deliver?
      • Outside fo the growth plan initiatives, what else is going to draw from the required resources or budgets at specific points?

    • With quite a few tasks overlaps likely, you may need to rearrange the timeline, discussing as you do so all factors are taken on board. 

    • Once you’re done, and everyone is satisfied you have a realistic timeline, take some notes and also upload pictures into the form below. Get one pic of the whole timeline, and closer up pics of each year. What you should see for each inititive are all the steps leading up to rollout and anything important beyind, all in one colour, so it’s easy to follow. 
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BREAK
TIME!

Take 20 to reset.

Session 3: Measuring what matters

Activity: Being objective

Back in the earlier 2000s, Google noticed something strange.

They were hiring the smartest engineers in the world, giving them the best resources, but still seeing inconsistent results between teams. Some flew, some not as much.

So Google did what Google does, it measured.

It launched Project Aristotle, a deep-dive research study to understand what makes teams successful. The group on the project expected to find that the best teams had the highest individual IQs or the most skilled technical leads.

But that wasn’t it.

The number one predictor of a high-performing team?
Psychological safety: the ability for team members to speak up, take risks, admit mistakes, and be heard without fear.

And guess what? They weren’t measuring that before.
No dashboards, no KPIs, no leadership accountability.
It just wasn’t on the radar and so it wasn’t being managed.

Once they started tracking it with surveys, leadership training, and behavioural markers, it changed how teams operated.

Why? Because what gets measured gets understood.
And what is understood can be acted on in the right way. 

Objectives or KPIs aren’t just numbers, they’re signals of what we value. If we want our 3P growth strategy to stay front and centre, we need to measure it accurately and frequently alongside core business objectives so success becomes visible and shared.

This session, you finish what you started way back in Phase 1 in your initial goals and objectives activity.

Back then, you set some initial business goals, underpinned by triple bottom line or 3P thinking, but you didn’t have the info or thinking in place to make them truly measureable and to set SMART objectives under them, to guide your way and measure your success. 

You do that now. 

Go back to your goals from Workshop 1:

  • Review them, discuss and agree if, at a high level, they are still the right goals. If not, amend them, add to them, remove those are no longer relevant. 
  • For each goal, add your key measurements: a timeframe or deadline by which to achieve it, and a number that defines what needs to be achieved. For example x amount of growth by x date.  
  • Split into small groups, with each taking one or a couple of goals until all are allocated, and create up to five SMART objectives against each goal, using your major initiatives and BAU initiatives as a starting point. Come back together as one team, discuss, align, refine and agree to your business goals and objectives. 

    Quick note: focus primarily on Year 1 in this activity, but if you have time, do some high-level thinking for Year 2 and 3, knowing that you will learn more and likely adjust those later. 

 

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Closing reflections

10 minutes

Our first workshop for Phase 3 is now complete and so is most of the thinking and legwork that will inform our strategy, we don’t know if you feel it yet, but THIS IS GETTNG EXCITING! You’re nearly there, well done!