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PEOPLE
One-Page Personal Plan (OPPP)
The One-Page Personal Plan is a People Tool that looks at four key personal decisions that mirror the four key business decisions for the purposes of energy management. Scaling Up believes a fulfilling personal life provides the foundation for a sustainable professional life.
Function Accountability Chart (FACe)
The Function Accountability Chart is a People Tool which identifies the people who are accountable for scaling the business. The tool requires participants to think through not just who is responsible for each function, but how these functions can be measured over time.
STRATEGY
Strengths, Weaknesses, Trends (SWT) Worksheet
The SWT Worksheet is a Strategy Tool which helps senior leadership evaluate strengths that are key to success; weaknesses that are unlikely to change; and trends that could impact their organization.
7-Strata
The 7-Strata is a Strategy Tool which serves as a checklist of seven core strategic principles that every business should master.
One Page Strategic Plan Worksheet
The One Page Strategic Plan is a Strategy Tool which drives alignment, accountability, and focus across the organisation by summarizing the information from other Growth Tools.
Vision Summary
The Vision Summary simplifies the One-Page Strategic Plan (OPSP) to align an organization’s Core Values, Purpose, and Brand Promises each quarter. The top of the tool summarizes the company vision. The bottom of the Vision Summary is used by individuals to align their Individual priorities with Company Priorities.
EXECUTION
Who What When
Who What When (WWW) is an Execution Tool which organizes a team around measurable and observable results. Results are reported regularly during each weekly team meeting or at the end of the WWW period.
Rockefeller Habits Checklist
The Rockefeller Habits Checklist is an Execution Tool inspired by John D. Rockefeller. The checklist includes habits that enable companies to grow and scale. Each habit is centred around three key focus areas: Priorities, Information, and Rhythm. Participants evaluate the current state of their own organization by assigning a grade (1-10) or binary status (Yes or No) in each box.
CASH
Cash Acceleration Strategies
The Cash Acceleration Strategies (CASh) helps teams evaluate and improve every part of their Cash Conversation Cycle (CCC) and how to shorten the cycle times.
The Power of One
The Power of One is a Cash Tool which quantifies the impact a 1% or 1 day adjustment has on cash flow.