Page 27 - Traditions Policies and Procedures

How: Retreats will constantly evolve based on the focus needed. The below
are guidelines for various proven topics and exercises.

DIV 7:
1. Purpose
2. Vision
a. 10-Year target
b. 3-year picture
c. 1-year Plan
d. Quarterly Rocks
3. Core Values (get to 3-7?)
4. Core focus: 2 hours –
a. Why does our org exist (3-7 words, not about money)?
b. What is our niche (celery test, one thing better than
everyone)? -
5. EMyth Positioning and Differentiating: 2 minute speech – memorize
a. For Traditions
b. For Each Practice.
Elevator Speech - 3 Differentiating factors. - 3-7 step proven process
(The Traditions Difference) with 3-4 bullet people into under each
step. - graphic design - laminate
6. Our Guarantee:
a. How are we are solving an industry wide problem –
b. Start by listing clients’ or staff members’ biggest frustrations
c. Back it with a penalty if we fail.
7. Values speech - for staff (who we are. What we do)
8. Barriers and Considerations

DIV 1:
1. Personal Histories Exercise (15-25 min)
2. Team Effectiveness Exercise (1-2 hours)
3. HR Strategy - Hire, Fire, Train, and Correct based on the core values

DIV 6:
1. Target market - the list
2. Three Uniques – See above under Div. 7 for positioning and
differentiating.

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