List of Tools (Items in orange can be viewed from this page as samples)

 

NOTE:  This is only a list of the actual tools that are available to Authorized Advisors when they login.  With the exception of the sample items shown in ORANGE below, the content can only be accessed through the "Advisor Login" tab using a password. 

 

Tips for Using These Tools with Clients

 

Authorized Advisor Logo to Display on Your Website - Digital File

 

Delivering the Five P Model Using the Videos and Driver's Logbook

 

Before You Begin

Introduction and Instructions (VIDEO)

Drivers Logbook Print Version
PDF – 2.0 MB
Drivers Logbook Electronic Version
PDF – 2.2 MB

The First "P," Planning

Step 1:  Creating a Personal Vision (VIDEO)

Step 2:  Organizational Vision, Mission, Values, and Beliefs (VIDEO)

Step 3:  Analyzing the External Environment (VIDEO)

Step 4:  The SWOT Analysis (VIDEO)

Step 5:  Revisiting the Organizational Vision (VIDEO)

Step 6:  Identifying Key Issues and Priorities (VIDEO)

Step 7:  Establishing Quantitative Expectations for Each Issue/Priority (VIDEO)

Step 8:  Creating Action Plans, Due Dates, and Assigning Responsibility (VIDEO)

Step 9:  Allocating Resources to Accomplish Action Plans (VIDEO)

Step 10:  Establishing and Adhering to a Regular Review Process (VIDEO)

 

The Second "P," People

Step 11:  Determining Organizational Structure (VIDEO)

Step 12:  Identifying Skill Sets Needed (VIDEO)

Step 13:  Creating/Updating Job Descriptions (VIDEO)

Step 14:  Assessing Current Employees to Determine Who Fits (VIDEO)

Step 15:  Establishing a Budget for Training and Development (VIDEO)

Step 16:  Creating Individual Development Plans for Each Employee (VIDEO)

Step 17:  Determining New Employees Needed, and Recruit (VIDEO)

 

The Third "P," Processes

Step 18:  Evaluating/Revising Processes (VIDEO)

 

The Fourth "P," Performetrics

Step 19:  Establishing Individual Metrics for Each Employee (VIDEO)

Step 20:  Conducting Regular Performance Appraisals (VIDEO)

Step 21:  Conducting Employee Surveys (VIDEO)

Step 22:  Creating Tracking Reports to Maintain Control (VIDEO)

Step 23:  Monitoring Board Performance (VIDEO)

 

The Fifth "P," Passion

Passion to Be the Best (VIDEO)

 

Delivering the Five P Model Using the Leader's Guide, Slides, and Exercises

  • Leader’s Guide – Downloadable Document
  • Presentation Slides – Downloadable Document
  • Exercises (Different from Exercises in Driver's Logbook, Above) – Downloadable Document

 

Creating Leadership Circles Consisting of 8 Leaders from Different Organizations

  • Guidelines for Establishing a WOW Leadership Circle – Downloadable Document
  • Guidelines for Running and Pricing a WOW Leadership Circle - Downloadable Document

 

Boards of Advisors

  • Video:  Tips for Establishing a Board of Advisors
  • Downloadable Tools for Establishing a Board of Advisors
  • Video:  Tips for Running Effective Board Meetings
  • Downloadable Tools for Running Effective Board Meetings

 

Corporate Culture

  • Video:  Tips for Creating a Winning Culture
  • Downloadable Tools for Creating a Winning Culture

 

Rewarding Key Employees Without Surrendering Stock

  • Video:  Tips for Rewarding Key Employees Without Surrendering Stock 
  • Non-Stock Deferred Compensation Plans - Downloadable Document

 

Other Downloadable Tools

  • WOW Racetrack Image
  • WOW Business Assessment Survey
  • WOW "Ouch Test"
  • White Paper:  Simplified Strategic Planning Guidebook
  • White Paper: “Ideal Attributes Tool” for Making Decisions
  • White Paper:  Tools for Staying in Control
  • White Paper:  Metric-Based Incentive Compensation