VELOCIT YD R I V I N G B U S I N E S S R E S U L T S

A D V I S O R Y G R O U P

TRAININGCATALOG

www.VELOCITYAdvisoryGroup.com

VELOCIT Y

At Velocity Advisory Group, we believe that high performing organizations successfully execute strategy, develop leaders, and are intentional about their culture. From Fortune 100 companies to non-profit organizations, we have guided organizations to greater workplace engagement, productivity, and success.

The Velocity Advisory Group training catalog is focused on enabling participants to gain insights, develop strategies, and access tools that bring out their highest potential. Each course focuses on a key skill set that is actionable and expands the capabilities of participants to excel in today’s rapidly evolving workplace.

T E A M E F F E C T I V E N E S S• Revealing Your Hidden Genius through DISC• Accountability in Action• Deconstructing Silos

S T R A T E G Y• “How to” Strategic Planning• Creating a Powerful Value Proposition• Breaking the Barriers to Execution

L E A D E R S H I P• Leadership in Action• Coaching for High Performance

C U LT U R E• The Team Climate Workshop• Building a High Performance Culture• Guiding Positive Change• Generations @ Work• Mission, Vision, and Values Alignment

P E R F O R M A N C E• Making Meetings Matter• Facilitating with Impact!• Board, Staff, and Committee Effectiveness

S A L E S P E R F O R M A N C E• THE 5 C's OF SELLING

VELOCIT YD R I V I N G B U S I N E S S R E S U L T S

A D V I S O R Y G R O U P

VELOCIT Y

What if you held in your hand the how-to manual for working with your

manager and coworkers?

Imagine if this unique guide contained a code that could predict how people will behave in a wide range of situations...

including how they will react to you?

What if this understanding also revealed how you can thrive at work?

Such a framework exists through a simple four-style model of behavior known as DISC. Based on Daniel Silvert’s book, Taking Flight!, (Pearson), participants will quickly recognize the eagles, parrots, owls, and doves in their co-workers, managers, and clients. How does each style handle stress, share information, manage their time and assess priorities? What is the hidden genius of each style and how can you actualize these powerful abilities in others? Understanding and applying the styles-as-birds makes self-awareness easy, and participants will immediately put them to use. Co-workers will work better, smarter, and handle their differences with less stress.

Learn how adopting the right style with the right person reveals effective strategies for handling a wide range of situations. These simple but critical behavioral shifts will transform individual and team performance.

THE SESSION EMPOWERS LEADERS TO:• Understand the behavioral styles of self and others• Discover how one's own behavior impacts personal and group success• Identify ways to adapt behavior to the person and the situation• Improve team communication and morale• Identify motivators and fears that impact the decision making-process for each style• Create strategies to improve relationships and performance

Whether your team is wrestling with strategic decisions that impact the entire organization, or is focused in a specialized area, your group dynamics will play a critical role in achieving your goals. As a cornerstone of emotional intelligence, understanding behavioral styles will reveal key strategies for developing the full capabilities of your team.

TEAM EFFECTIVENESS

ACCOUNTABILITY IN ACTION (Duration: ½ day or 1 day)

Accountability in Action takes an in-depth look at how individual perceptions of accountability play a major collective role in shaping workplace culture.

The word "accountability" is often synonymous with blame. The result? The art of avoiding accountability has become all too common, leading to dysfunction and poor performance. Individual talent is not enough to accomplish team objectives, a culture of collective accountability is essential to achieving high performance.

This session engages participants in a series of activities that reveal how accountability is currently perceived by the group, followed by in-depth discussions around the real world challenges and issues that are unique to your organization.

PARTICIPANTS WILL: • Rate their current culture of accountability• Identify de-motivators within the organization that limit performance• Eliminate obstacles restricting group cooperation• Enhance trust among team members• Establish clear goals regarding individual performance and team outcomes• Discover the DONE execution model• Learn to take the “The High Road” in communication

This exercise will enable your team to recast "accountability" as a source of collective strength. The group will engage in candid discussions that build trust and discover execution models that create transparency around each member's role in accomplishing team objectives.

DECONSTRUCTING SILOS (Duration: ½ day)

In Deconstructing Silos, participants will explore how silo-based thinking impacts organizations at every level, while also discovering a range of strategies to unleash the power of alignment.

Organizations that build a culture of collaboration galvanize their fullest range of resources to efficiently accomplish strategic goals. Too often, however, departments and project teams operate as distinct entities, pursuing their own objectives while under-utilizing the resources and capabilities that surround them.

IN DECONSTRUCTING SILOS, PARTICIPANTS WILL: • Identify the sure-fire signs that silos exist in an organization• Discuss the impact of silo-thinking on productivity• Develop strategies that reward collaboration• Discover how to create greater transparency in resources• Create a Unifying Goal: The single, time sensitive, rallying cry that galvanizes the team• Learn the power of story-telling to re-brand your team’s or department’s internal brand• Revealing the power of Daily Huddles

In the session’s key exercise, participants will work together to create a Unifying Goal that aligns the team’s focus over the next 6 to 12 months. Your team will achieve clarity around their highest and best use of collaborative resources and have an execution plan assembled to move forward with confidence.

REVEALING YOUR HIDDEN GENIUS THROUGH DISC (Duration: ½ day or 1 day)

FEATURED

VELOCIT Y

What if you held in your hand the how-to manual for working with your

manager and coworkers?

Imagine if this unique guide contained a code that could predict how people will behave in a wide range of situations...

including how they will react to you?

What if this understanding also revealed how you can thrive at work?

Such a framework exists through a simple four-style model of behavior known as DISC. Based on Daniel Silvert’s book, Taking Flight!, (Pearson), participants will quickly recognize the eagles, parrots, owls, and doves in their co-workers, managers, and clients. How does each style handle stress, share information, manage their time and assess priorities? What is the hidden genius of each style and how can you actualize these powerful abilities in others? Understanding and applying the styles-as-birds makes self-awareness easy, and participants will immediately put them to use. Co-workers will work better, smarter, and handle their differences with less stress.

Learn how adopting the right style with the right person reveals effective strategies for handling a wide range of situations. These simple but critical behavioral shifts will transform individual and team performance.

THE SESSION EMPOWERS LEADERS TO: • Understand the behavioral styles of self and others • Discover how one's own behavior impacts personal and group success • Identify ways to adapt behavior to the person and the situation • Improve team communication and morale • Identify motivators and fears that impact the decision making-process for each style • Create strategies to improve relationships and performance

Whether your team is wrestling with strategic decisions that impact the entire organization, or is focused in a specialized area, your group dynamics will play a critical role in achieving your goals. As a cornerstone of emotional intelligence, understanding behavioral styles will reveal key strategies for developing the full capabilities of your team.

ACCOUNTABILITY IN ACTION (Duration: ½ day or 1 day)

Accountability in Action takes an in-depth look at how individual perceptions of accountability play a major collective role in shaping workplace culture.

The word "accountability" is often synonymous with blame. The result? The art of avoiding accountability has become all too common, leading to dysfunction and poor performance. Individual talent is not enough to accomplish team objectives, a culture of collective accountability is essential to achieving high performance.

This session engages participants in a series of activities that reveal how accountability is currently perceived by the group, followed by in-depth discussions around the real world challenges and issues that are unique to your organization.

PARTICIPANTS WILL: • Rate their current culture of accountability • Identify de-motivators within the organization that limit performance • Eliminate obstacles restricting group cooperation • Enhance trust among team members • Establish clear goals regarding individual performance and team outcomes • Discover the DONE execution model • Learn to take the “The High Road” in communication

This exercise will enable your team to recast "accountability" as a source of collective strength. The group will engage in candid discussions that build trust and discover execution models that create transparency around each member's role in accomplishing team objectives.

DECONSTRUCTING SILOS (Duration: ½ day)

In Deconstructing Silos, participants will explore how silo-based thinking impacts organizations at every level, while also discovering a range of strategies to unleash the power of alignment.

Organizations that build a culture of collaboration galvanize their fullest range of resources to efficiently accomplish strategic goals. Too often, however, departments and project teams operate as distinct entities, pursuing their own objectives while under-utilizing the resources and capabilities that surround them.

IN DECONSTRUCTING SILOS, PARTICIPANTS WILL: • Identify the sure-fire signs that silos exist in an organization • Discuss the impact of silo-thinking on productivity • Develop strategies that reward collaboration • Discover how to create greater transparency in resources • Create a Unifying Goal: The single, time sensitive, rallying cry that galvanizes the team • Learn the power of story-telling to re-brand your team’s or department’s internal brand • Revealing the power of Daily Huddles

In the session’s key exercise, participants will work together to create a Unifying Goal that aligns the team’s focus over the next 6 to 12 months. Your team will achieve clarity around their highest and best use of collaborative resources and have an execution plan assembled to move forward with confidence.

VELOCIT Y

“HOW TO” STRATEGIC PLANNING (Duration: 1/2 day or 1 day)

Does your organization have a clear, unified vision?

Do you have a strategy and plan to get there?

Most organizations are guided by a general sense of where they are headed. What they lack is a tangible plan to take them to a clearly defined destination.

Having facilitated over 200 strategic planning sessions in companies large and small, Velocity partners with leaders to refine their goals, establish priorities, and develop clear steps that enable their team to move forward with clarity and confidence. With a well-defined goal and successful strategic plan, your team will be aligned and mobilized to perform at their highest level.

Contact us today to see how we can craft the perfect strategic plan for your organization!

Velocity also offers Strategic Planning as a training course for associations or business groups. This dynamic training session teaches participants the value of strategy, the strategic planning process, and the keys to execution and success.

PARTICIPANTS WILL LEARN: • How to develop a meaningful strategy that drives results • The Strategy Formula • How to properly assess your current state • How to establish priorities • How to bridge between strategy and tactics • How to overcome significant barriers to execution • Effective tools for Do It Yourself strategic planning

By the end of this session, participants will have developed the framework for their own strategy, acquired the necessary tools to navigate the process, and learned the skills to move their strategy forward.

STRATEGY

CREATING A POWERFUL VALUE PROPOSITION (Duration: ½ day or 1 day)

How do you position yourself to a potential customer?

What separates you from your competition?

How does your organization stand out in a crowded market?

A powerful value proposition is a great marketing tool for your organization. It will provide clarity and focus around what distinguishes your organization from the competition. Velocity’s eye-opening 7-Step Discovery Process empowers participants to fully examine your core competencies, your customer’s perception and expectations, competition, and potential barriers that impact your value.

PARTICIPANTS WILL: • Develop a clear and succinct Value Statement that reveals your organization’s unique benefits to potential clients and stakeholders • Reveal clarity around the organization’s “identity” • Translate your core competencies into value, as defined by your customer • Pinpoint the organization’s true differentiators from their competition • Identify the organization’s values and core competencies • Test your value proposition for points of failure or weakness • Build a value chain throughout the organization to ensure alignment and develop buy-in

BREAKING THE BARRIERS TO EXECUTION (Duration: ½ day)

90% of strategies fail due to poor execution.

81% of employees feel no ownership of completing the organization’s goals.

Execution is a major challenge for organizations, large and small. Through Velocity’s Four-Step Implementation System, participants will learn why organizations struggle with execution and discover how to develop a specific, detailed plan that your company can immediately implement for improved results.

PARTICIPANTS WILL: • Define Priorities • Identify Measures of Success • Recognize Barriers to Implementation • Walk through the Four Steps to Successful Implementation • Create Solutions for Execution Challenges • Establish Commitments

VELOCIT Y

“HOW TO” STRATEGIC PLANNING (Duration: 1/2 day or 1 day)

Does your organization have a clear, unified vision?

Do you have a strategy and plan to get there?

Most organizations are guided by a general sense of where they are headed. What they lack is a tangible plan to take them to a clearly defined destination.

Having facilitated over 200 strategic planning sessions in companies large and small, Velocity partners with leaders to refine their goals, establish priorities, and develop clear steps that enable their team to move forward with clarity and confidence. With a well-defined goal and successful strategic plan, your team will be aligned and mobilized to perform at their highest level.

Contact us today to see how we can craft the perfect strategic plan for your organization!

Velocity also offers Strategic Planning as a training course for associations or business groups. This dynamic training session teaches participants the value of strategy, the strategic planning process, and the keys to execution and success.

PARTICIPANTS WILL LEARN: • How to develop a meaningful strategy that drives results • The Strategy Formula • How to properly assess your current state • How to establish priorities • How to bridge between strategy and tactics • How to overcome significant barriers to execution • Effective tools for Do It Yourself strategic planning

By the end of this session, participants will have developed the framework for their own strategy, acquired the necessary tools to navigate the process, and learned the skills to move their strategy forward.

CREATING A POWERFUL VALUE PROPOSITION (Duration: ½ day or 1 day)

How do you position yourself to a potential customer?

What separates you from your competition?

How does your organization stand out in a crowded market?

A powerful value proposition is a great marketing tool for your organization. It will provide clarity and focus around what distinguishes your organization from the competition. Velocity’s eye-opening 7-Step Discovery Process empowers participants to fully examine your core competencies, your customer’s perception and expectations, competition, and potential barriers that impact your value.

PARTICIPANTS WILL: • Develop a clear and succinct Value Statement that reveals your organization’s unique benefits to potential clients and stakeholders • Reveal clarity around the organization’s “identity” • Translate your core competencies into value, as defined by your customer • Pinpoint the organization’s true differentiators from their competition • Identify the organization’s values and core competencies • Test your value proposition for points of failure or weakness • Build a value chain throughout the organization to ensure alignment and develop buy-in

BREAKING THE BARRIERS TO EXECUTION (Duration: ½ day)

90% of strategies fail due to poor execution.

81% of employees feel no ownership of completing the organization’s goals.

Execution is a major challenge for organizations, large and small. Through Velocity’s Four-Step Implementation System, participants will learn why organizations struggle with execution and discover how to develop a specific, detailed plan that your company can immediately implement for improved results.

PARTICIPANTS WILL: • Define Priorities • Identify Measures of Success • Recognize Barriers to Implementation • Walk through the Four Steps to Successful Implementation • Create Solutions for Execution Challenges • Establish Commitments

STRATEGY

VELOCIT Y

LEADERSHIP IN ACTION (Duration: ½ day, 1 day, or 2 days)

Are your organization’s leaders “leading” at their highest level?

Are they focused on their own tasks or developing others around them? Leadership in Action focuses participants on a basic, yet powerful reality: Ultimately, it’s followers who decide if the person they report to is a leader. Participants will explore powerful strategies and insights that enable leaders to harness the best thinking and efforts of others. This hard-hitting, content-rich session reveals a wide range of tools and perspectives designed to challenge participants to bring out the best in those they lead.

Depending upon your organizational needs, this course can be split into different modules:

“FUNDAMENTALS OF LEADERSHIP” (HALF-DAY) TOPICS INCLUDE: • The Real Difference between Leading and Managing • Theory X and Theory Y Leaders • Effective Communication and Interpersonal Skills • “Flexible Leadership” • Coaching and Developing Talent • Eight Levels of Delegation • “The Heroic Leader” • The DONE Model of Accountability • The Laws of Persuasion

FUNDAMENTALS OF LEADERSHIP 2.0 (FULL DAY) TOPICS INCLUDE:A deeper dive into the topics from the half-day course, plus: • How Leaders Are Compensated • The Followership Continuum • Highest and Best Use of Time and Talent • Building Bench Strength • Candid Conversations • Understanding Employee Engagement • Identifying and Removing De-motivators

ADVANCED LEADERSHIP (TWO DAYS) TOPICS INCLUDE:All topics from Fundamentals of Leadership 2.0, plus: • In-Depth Integration of Leadership in Strategy and Culture • Four Stages of a Team • Building a High Performance Culture • Establishing KPIs • Crafting a Vision Statement • Strategy and Direction • Breaking the Barriers to Execution • Promoting Ethics and Core Values • Problem Solving and Decision Making • Championing Change

LEADERSHIPFEATURED

ADDITIONALPROFESSIONALSERVICES

STRATEGIC PLANNINGMost organizations are guided by a general sense of where they are headed. What they lack is a tangible plan to take them to a clearly defined destination.

Having facilitated over 200 strategic planning sessions in companies large and small, Velocity partners with leaders to refine their goals, establish priorities, and develop clear steps that enable their team to move forward with clarity and confidence. We believe a plan is nothing without action. Therefore, we commit to providing a full year of support and hosting of your plan in our online system. With a well-defined goal and successful strategic plan, your team will be aligned and mobilized to perform at their highest level.

EXECUTIVE COACHINGExecutives do not fit into a “one size fits all” model. Their needs and circumstances are unique and the relationship with their coach needs to be designed with this in mind. At Velocity Advisory Group, our Executive Coaches have real world experience and have coached hundreds of leaders. From high potentials to senior leaders, our executive coaches have help leaders gain greater clarity and focus towards achieving their goals.

Our coaching engagements are customized in both outcome and structure. We offer weekly or monthly coaching calls lasting from three to nine months in length with unlimited email and phone support as needed. Each new coachee completes an in-depth Discovery Session, which reveals the most important pain points and areas of improvement that the engagement will center around. Velocity’s coaches leverage our experience to offer a hybrid model of coaching and advising, in turn providing tangible and relevant support that leads to desired outcomes for both the client and their organization.

SPEAKING ENGAGEMENTSOur thought leaders speak both nationally and internationally on a wide variety of topics that relate to strategy, leadership, communication, and culture. Our delivery is fun, thought provoking, interactive, and highly relevant. We introduce attendees to practical tools and models that can be easily applied upon returning to their daily grind. Our thought leaders have had the opportunity to speak at conferences, retreats, seminars, and annual meetings all over the world.

SUCCESSION PLANNINGAt any given time, 40% of U.S. businesses are facing a transfer of ownership dilemma. However, merely 10% of business owners actually have a written succession plan. Whether your organization is facing an ownership transition or developing your talent readiness for key positions, a comprehensive succession plan will allow your organization to maintain viability and profitability through any personnel transition. By following our Four Phases of Succession Planning, Velocity Advisory Group will work with your organization to develop a plan that will help maximize the value of your organization and prepare for a successful transition.

VELOCIT YD R I V I N G B U S I N E S S R E S U L T S

A D V I S O R Y G R O U P

www.VelocityAdvisoryGroup.com

In addition to training, Velocity Advisory Group offers a variety of other services tailored to your organization’s unique needs. We would appreciate the opportunity to learn more about your organization and discuss ways that we can help you reach your goals. Please contact info@velocityadvisorygroup.com for information about any of our professional services.

Be sure to check out

OrderDISC.com powered by Velocity, where you and your

team can ac cess FREE resources,

take personal DISC assessments,

and even order your own

DISC merchandise!

www.OrderDISC.com

Find the Eagle, Parrot, Dove, or Owl in You!

DISC AT A GLANCE

RESULTS FOCUSED

DIRECT

CHANGE AGENT

DECISIVE

COMPETITIVE

QUALITY FOCUSED

DETAIL ORIENTED

ANALYTICAL

LOGICAL

QUESTIONING

SOCIAL

ENTHUSIASTIC

SPONTANEOUS

OPTIMISTIC

EXPRESSIVE

HARMONIOUS

STEADFAST

CALMATTENTIVE LISTENERS

THOROUGH

www.OrderDISC.com

TASK

FO

CU

SE

D

OUTGOING

RESERVED

RE

LA

TIO

NS

HIP

FO

CU

SE

D

EAGLE PARROT

OWLDOVE

DOMINANT

CONSCIENTIOUS

SUPPORTIVE

INTERACTIVE

TM

TM

TM

TM

VELOCIT Y

D R I V I N G B U S I N E S S R E S U L T S

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TIPS FOR INFLUENCING

EACH STYLE

• OPEN WITH THE BOTTOM LINE

• EXPECT AND RESPOND TO CHALLENGES

• COMMUNICATE WITH CONFIDENCE

• BE BRIEF

Adapting to the right style at the right time

is the key to improving communication skills

and better connecting with others.

EAGLE

• OPEN WITH YOUR VISION

• SMILE

• ASK THEIR OPINION

• CREATE ROOM FOR INNOVATION

PARROT

• OPEN WITH RELATIONSHIP BUILDING

• BE CALM

• FOCUS ON HOW PEOPLE WILL BENEFIT

• ALLOW TIME FOR REFLECTION

DOVE

• OPEN WITH THE RATIONALE

• BUILD YOUR CASE LOGICALLY

• FOCUS ON FACTS AND PROCESS

• ENCOURAGE QUESTIONING

OWL

TM

TM

TM

TM

VELOCIT Y

COACHING FOR HIGH PERFORMANCE (DURATION: ½ DAY)

Coaching others to high performance is a critical skill of exceptional leaders. Typically, the biggest obstacle in performance isn’t knowing what to do; it’s not doing what we know. Leaders who excel at coaching help their people remove interference that blocks high performance. In Coaching for High Performance, participants will work with a wide range of proven strategies and tools to bring out the best in others.

PARTICIPANTS WILL: • Understand the difference between coaching, mentoring, advising, and training • Learn the G.R.O.W. model for enabling employees to become more self sufficient • Identify 3 Learning Styles that drive performance: The Analyst, The Doer, and the Watcher • Discover the 5 keys to effective Informal Feedback • Understand the 4 Root Causes for poor performance • Develop others through questioning • Utilize behavioral style awareness to connect coaching to high performance

LEADERSHIP

VELOCIT Y

CULTUREFEATURED THE TEAM CLIMATE WORKSHOP (DURATION: ½ DAY OR 1 DAY)

The Team Climate Survey (TCS) enables teams to communicate core issues and team dynamic challenges in a safe and productive environment. The survey utilizes both anonymous numeric ratings and comment fields to produce a comprehensive picture of your team’s current trajectory

THE TEAM CLIMATE WORKSHOP WILL ENABLE PARTICIPANTS TO: • Identify your Top 5 strengths • Identify your Top 5 areas of improvement • Improve communication • Identify trust issues • Discover solutions to key issues • Establish ground rules to create a more positive, productive environment • Utilize the DONE model to establish accountabilities moving forward

Velocity will administer the survey, collect the results, and organize the report for in-depth analysis via our online system. Raters will have the opportunity to provide anonymous numerical scores and written comments.

The Team Climate Workshop will enable your team to communicate with depth and clarity about how best to maximize their potential. Using their own data, participants will have a unique opportunity to identify core issues, create solutions, and execute agreed upon plans to achieve their objectives.

BUILDING A HIGH PERFORMANCE CULTURE (DURATION: 90 MINUTES OR ½ DAY)

“Culture Eats Strategy for Breakfast” – Jack Welch

An organization’s culture is the foundation upon which performance is built. A strong, dynamic culture grounds both employees and leadership in a set of shared principles and values that guide “how things are done around here.” The result: According to multiple studies, organizations that intentionalize their culture see significant gains in productivity, morale and retention of top talent. In Building a High Performance Culture, Velocity Advisory Group will guide participants to understand the connection between cultural issues and performance gaps within the organization. Through engaging exercises, your group will identify what’s right and what needs improvement within your culture, surface solutions, and create a tangible action plan.

PARTICIPANTS WILL: • Connect the dots between values and culture • Define the desired culture that will produce superior results • Identify gaps between the current state of being the desired culture • Pinpoint 3-5 actionable items to bridge the culture gap

VELOCIT Y

GUIDING POSITIVE CHANGE (DURATION: ½ DAY)

In Guiding Positive Change we take an in-depth look at the strategies for implementing successful change initiatives. Generally, people embrace change when they can (1) relate to the larger vision, (2) understand how they personally benefit, (3) participate in the process itself, (4) believe in the leader, and (5), agree that the timing is right to change. Winning buy-in at each of these stages requires planning ahead for the fears, sensitivities, turf battles, and general wariness that is likely to arise in the early stages of change.

In Guiding Positive Change we share strategies for effectively managing the change cycle: Denial, Resistance and Anger, Bargaining, Acceptance and Support.

TOPICS INCLUDE: • Discovering strategies for working best with The Advocate, The Ambivalent, and The Critic • Understanding the role of Conversational Leadership in winning buy-in at every level • Creating a safe environment for people to express themselves • Transforming resistance to change into pro-active involvement • Utilizing the F.L.O.W. Model • Developing skills, providing resources, and aligning rewards

Guiding positive change is easier to accomplish when one understands that what you say is not always what they hear. In this skills-packed program participants will discover tools and methods to maximize their own potential to grow with change.

GENERATIONS @ WORK (DURATION: ½ DAY)

For the first time in American history there are four generations working side by side in the workplace. Each generation (Traditionalists, Baby Boomers, Generation X, and Millenials) brings a unique worldview and strongly held perception of what "normal" looks like at the office. These perspectives create expectations, habits, and motivational buttons that often conflict with those of other generations.

In Generations at Work we take an in depth look at how this dynamic can be harnessed to improve organizational culture and team performance.

TOPICS INCLUDE: • Discover how each generation views team dynamics • Independence vs. team-orientation, face-to-face vs. digital communication • Work / life balance expectation • Discuss the work styles that win each generation’s respect • Tapping the value of reverse mentoring and creating knowledge transfer systems • Understanding and leveraging the motivational buttons of each generation • Execution: What each generation expects of the other

In Generations at Work we take participants through a revealing and entertaining look at why each generation has the perspective they do, present a range of options for avoiding the most common disruptive issues that arise, and provide proven strategies for transforming a multi-generational team into a diversity of strengths.

CULTURE

VELOCIT Y

GUIDING POSITIVE CHANGE (DURATION: ½ DAY)

In Guiding Positive Change we take an in-depth look at the strategies for implementing successful change initiatives. Generally, people embrace change when they can (1) relate to the larger vision, (2) understand how they personally benefit, (3) participate in the process itself, (4) believe in the leader, and (5), agree that the timing is right to change. Winning buy-in at each of these stages requires planning ahead for the fears, sensitivities, turf battles, and general wariness that is likely to arise in the early stages of change.

In Guiding Positive Change we share strategies for effectively managing the change cycle: Denial, Resistance and Anger, Bargaining, Acceptance and Support.

TOPICS INCLUDE: • Discovering strategies for working best with The Advocate, The Ambivalent, and The Critic • Understanding the role of Conversational Leadership in winning buy-in at every level • Creating a safe environment for people to express themselves • Transforming resistance to change into pro-active involvement • Utilizing the F.L.O.W. Model • Developing skills, providing resources, and aligning rewards

Guiding positive change is easier to accomplish when one understands that what you say is not always what they hear. In this skills-packed program participants will discover tools and methods to maximize their own potential to grow with change.

GENERATIONS @ WORK (DURATION: ½ DAY)

For the first time in American history there are four generations working side by side in the workplace. Each generation (Traditionalists, Baby Boomers, Generation X, and Millenials) brings a unique worldview and strongly held perception of what "normal" looks like at the office. These perspectives create expectations, habits, and motivational buttons that often conflict with those of other generations.

In Generations at Work we take an in depth look at how this dynamic can be harnessed to improve organizational culture and team performance.

TOPICS INCLUDE: • Discover how each generation views team dynamics • Independence vs. team-orientation, face-to-face vs. digital communication • Work / life balance expectation • Discuss the work styles that win each generation’s respect • Tapping the value of reverse mentoring and creating knowledge transfer systems • Understanding and leveraging the motivational buttons of each generation • Execution: What each generation expects of the other

In Generations at Work we take participants through a revealing and entertaining look at why each generation has the perspective they do, present a range of options for avoiding the most common disruptive issues that arise, and provide proven strategies for transforming a multi-generational team into a diversity of strengths.

MISSION, VISION, AND VALUES ALIGNMENT (DURATION: ½ DAY)

If you stopped any employee in the hallway, could they recite your organization’s mission?

Do they passionately pursue the vision as if it’s their own?

Do they understand how the organization’s values should affect their decision-making?

Your mission, vision and values are the foundation of your organization. The purpose of establishing a cultural foundation is to set your organization’s unifying direction. A collective understanding of your purpose allows all employees to know how to effectively contribute to the organization’s success.

By understanding the vision (where you are going), the mission (your purpose), and the values (how you base decisions), each member of your organization will achieve clarity around what matters most. Whether you need to create your organization’s mission, vision and/or values, or simply regain alignment with them, this workshop will revitalize your team’s awareness around how to these critical elements drive successful workplace cultures.

CULTURE

VELOCIT Y

MAKING MEETINGS MATTER (DURATION: ½ DAY)

Over 3 billion meetings are held every year in the United States.

$37 billion per year are wasted on unproductive meetings.

75% of professionals have never received formal training on how to conduct an effective meeting.

Meetings should be a source of productivity, energy, and innovation. Instead, most people find meetings to be a tremendous waste of time and resources. Making Meetings Matter will teach participants how to prepare, facilitate, and execute meetings that drive results.

PARTICIPANTS WILL LEARN HOW TO: • Identify the “type” of meeting they need and prepare accordingly • Handle conflict and de-railers as they arise in a meeting • Track the “Four P’s of Meetings” • Define action steps and ensure accountability before concluding a meeting

THIS SESSION INCLUDES: • An Agenda template to properly prepare for upcoming meetings • A Meeting Summary worksheet to ensure clarity and action following the meeting • Tips and techniques to improve participant engagement • Creative alternatives to traditional meetings to save time and resources

FACILITATING WITH IMPACT! (DURATION: ½ DAY OR 1 DAY)

Are you frustrated that your training is not connecting with your participants?

When was the last time you "Trained Your Trainers”?

Unproductive or wasteful training is unfortunately common in modern business. Your employee training should be measured on quality, not quantity. In Facilitating with Impact!, participants will learn to communicate with clarity and influence. A well-prepared and delivered presentation engages audiences, captures attention, and leads to action. Participants will leave this workshop with the skills, tips and tools necessary to ensure messages are delivered with confidence and lead to results.

WORKSHOP TOPICS INCLUDE: • The Five Phases of Facilitation: - Know Thyself - Know Your Audience - Know Your Content - Know Your Surroundings - Know Your Goal • It’s All About Preparation • Create Connectivity & Interaction • “Corner to Corner” Engagement • Manage a Disruptive Participant • Facilitate Group Dynamics • Manage Classroom Logistics

PERFORMANCE

VELOCIT Y

BOARD, STAFF, AND COMMITTEE EFFECTIVENESS (DURATION: 90 MINUTES OR ½ DAY)

What should you expect from your board members?

What should they expect from you?

Who should be responsible for what?

A cohesive board and staff relationship is pivotal to the success of most organizations; however, roles and responsibilities can become easily blurred. This practical and insightful workshop helps both stakeholder groups understand how to work together in order to create high performance for the organization that they serve. This workshop includes multiple engaging exercises and activities that help to solidify the concepts discussed.

PARTICIPANTS WILL:• Define the differences between the staff, the board, and relevant committees• Understand the role of a fiduciary board• Understand communication, accountability, and authority between the staff and the board• Determine who is responsible for planning, operations, personnel, community relations, and more• Identify weaknesses that may be limiting the overall effectiveness of the organization• Develop an action plan to increase performance

The Board, Staff, and Committee Effectiveness workshop will increase productivity and help your organization execute upon its mission.

BU THE 5 C'S OF SELLING (DURATION: 1 DAY)

Does your organization have a simple, yet powerful approach for selling?

Is your team armed with proven thought leadership around sales strategy?

World-class sales organizations have one thing in common: They are consistent, yet flexible in how they interact with their clients. These organizations align to what and how their client’s buy, rather than the salesperson’s agenda. They are also experts in navigating the client consultation to co-create the right solution. Velocity’s sales methodology has two applications: A model for a productive sales conversation, and a structured approach to the total client relationship. Your salespeople will be equipped to maximize every interaction and relationship to their greatest potential.

PARTICIPANTS WILL:• Leverage best-practices to acquire new client meetings and deepen existing relationships• Determine CORE goals for client interactions that advance relationships• Create a personal toolkit for consulting with clients based upon three effective techniques• Develop and deliver a sales value proposition tailored to each client• Recognize obstacles in the sales process and identify strategies to overcome• Learn the art and science of closing the opportunity• The impact of effective follow-up

PERFORMANCE

SALES PERFORMANCEFEATURED

www.VELOCITYAdvisoryGroup.com

VELOCIT YD R I V I N G B U S I N E S S R E S U L T S

A D V I S O R Y G R O U P

101 NE 1st Avenue • Ocala, FL 34470 Office: 352-547-5187 • Fax: 352-547-5188