Catalyst

Executive and Executive Team Coaching

NSCA Community Events

meet like minded ceo's and leaders

Continue building an elite network alongside other Founders and CEOs.

ENJOY A PREMIUM ENVIRONMENT

Enjoy complimentary appetizers and cocktails provided at the beautiful Park City Club in Dallas, TX.

LEARN FROM TOP SCALING UP BUSINESSES

Hear from real-life business leaders who have or are currently implementing the Scaling Up Framework.

Elevate Your Mid-Market Company to New Heights

At Rise Performance Group, we specialize in empowering companies like yours to think bigger, be bolder, and make more decisive commitments to move forward. Come learn from:

A Like-Minded Community

Join a driven, ambitious network of industry leaders that share your passion and grit.

A World-Class Coach

Leverage the expertise of a Scaling Up coaching veteran with a proven track record of moving mid-market companies to $100M and beyond.

The Stacked Scaling Up Framework

Establish radical accountability among your leadership team based on the battle-tested foundation of the Scaling Up framework

Program Overview

During this executive coaching agreement, Mark Fenner will work strategically with your company's leadership team to implement the Scaling Up – Mastering the Rockefeller Habits 2.0 platform. This approach will drive down accountability, decision-making, and problem-solving, freeing executive leaders to:

• Invest more time refining strategy.

• Focus more time on nurturing the culture.

• Invest more time in planning execution.


Clarity, alignment, and strategic thinking will result from creating and refining the One-Page Strategic Plan and other Growth Tools. Superior execution will result from implementing the Rockefeller Habits and consistent quarterly planning disciplines.

Scaling Up – Mastering the Rockefeller Habits 2.0

The framework centers around four key decisions the leadership team must make.

People Decisions

Scaling a business requires attracting, engaging, and retaining the right people while ensuring everyone is clear on their respective roles and responsibilities. This approach will help the leadership team get the right people doing the right things, with clear accountability and engagement.

Strategy Decisions

To attract new clients while maximizing margins, leadership should strive for a unique, valuable strategy for your target market that is simple for the team to execute. Mark will work with executive team members to refine your strategy and lead the industry in revenue growth and profit margins while keeping it simple.

Execution Decisions

Execution challenges surface when increasing revenues are not generating growing profits. History has demonstrated how many firms have tripled their revenue because they have capitalized on a differential advantage, only to see their profitability drop because of the sloppiness of their execution. When execution is haphazard, the organization must rely on the "heroics" of its people, putting in incredible hours to keep the wheels from falling off the organization. Effective execution can improve profitability while reducing drama and time for everyone to complete their work.

Cash Decisions

Cash is the oxygen of any growing business. It provides flexibility, launches new initiatives, and acquires new business. We will work to calculate and shorten your Cash Conversion Cycle (CCC) and explore new ways for your customers to fund your growth.

Annual Deliverables

● Annual planning on-site for up to 2 days

● Quarterly planning on-site for up to 1 day each

● Ad-hoc, Zoom training sessions as required (Core Values, Hiring, Brand Promise, Meeting Rhythms, etc.)

● Growth Institute Master Business Courses (up to 8 per year, 2-concurrent)

● Growth Institute Training Library licenses (Up to 7)

● Monthly (Bi-weekly First 6 months), 60-minute coaching calls with CEO.

● Annual Five Behaviors of a Cohesive Team/DiSC executive team analysis of up to 10 participants.

● Financial modeling through Cash Flow Story

● Unlimited phone support for Executive Team

Clarity, alignment, and strategic thinking will result from creating and refining the One-Page Strategic Plan and other Growth Tools. Superior execution will result from implementing the Rockefeller Habits and consistent quarterly planning disciplines.

Satisfaction Guarantee

Rise Performance Group is committed to delivering extraordinary value and going above and beyond the expectations of our clients. If, at any time, we have not exceeded the expectations, the original terms of this agreement become void, and client is invited to pay what they believe our services were worth.

Cancellation

Either party can cancel this annual agreement with 30 days written notice.

Terms

If the agreement is signed within 30 days of 16HGP delivery, two months of coaching investment will be credited to 16-Hour Growth Plan fees.

Preliminary Project Plan

Phase I

Phase II

Phase III

People

● Design and Implement Core Values

● Document the Functional Accountabilities

● Implement Scorecards

● Start a Talent Assessment Rhythm

● Leadership Development

Process Accountabilities

● Identify and Create Accountability for Your Top 5 Core Processes

● Rally the Team Around the BHAG

● Gamify the Business

● Grow Your Team via Coaching and Development

Strategy

● Implement the OPSP

● Document your Flywheel

● Clarify Your Big Hairy Audacious Goal (BHAGtm)

● Explore an X-Factor

● Identify Core Customer, Sandbox, and Brand Promise

● Implement Strategic Council

● Implement 7-Strata

● Refine Company's Profit Per X

● Identify Profit Pools

● Align Everyone with a One Phrase Strategy

● Optimize Your Catalytic Mechanism Create New Revenue Streams

Execution

● Annual Planning, Quarterly Planning, and Individual Planning

● Rockefeller Habits Checklist

● Implement Monthly, 4D Weekly, and Daily Huddle Meetings

● Critical Number

● 3-year Planning and Key Thrusts

● Develop Accountability Routines

● Implement Dashboards

● Create Vital Few Balanced Metrics Implement Strategic Experimentation

Cash

● Implement Financial Dashboard

● Manage the CCC-Cash Conversion Cycle

● Identify and Manage the Power of One


● Measure and Improve Labor Productivity



● Identify and Optimize Key Cash Flow Processes

● Learn from Notable Cash Flow Case Studies

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