15 cool-aid for acf conference
TRANSCRIPT
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Cook. Craft. Create. Convention & ShowAugust 3, 2015 – Orlando World Center Marriott
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My Story
Warren Dietel, CEO & Owner Puff ‘n Stuff Catering & Chef’s Commissary
Serial entrepreneur since my teen years Professional experience:
Car detailing, Disney Weddings, Disney Institute, Scott Kay
Purchased Puff ‘n Stuff Catering in 2003 Opened Chef’s Commissary in 2013 Restaurant Partners Procurement Partner
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Housekeeping
I speak fast
We are going deep - big initiative for my companies
Questions welcomed during and at the end
Copy of the presentation available on www.slideshare.net/warrendietel
You can reach me later for [email protected] 407-227-5697
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The Book That Started It All
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Organization Health
“When an organization’s leaders are cohesive, when they are unambiguously
aligned around a common set of answers to a few critical questions, when they communicate those answers again and again and again, and when they put effective processes in place
to reinforce those answers, they create an environment in which success is almost
impossible to prevent. Really.”Patrick Lencioni
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And then what…
Hyper engagement at the leadership level permeates through the every member of the organization
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Old Puff
Opened in 1980 as family-owned business Positive reputation in the community Purchased in 2003, annual sales of $1.8M,
at operational limit Infrastructure required improvements to
support growth Small leadership team – mostly family Very much a small business feel
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New Puff
Tremendous potential + aggressive growth plan = 267% growth in 3 years – 2004 – 2007
13M Sales Goal for 2015 Expanded to Tampa in 2010 with acquisition and now a new
32,000 sq ft commissary opening in 2015 600+ team members Passionately perfecting our clients life
celebrations Diversifying segment base 8 Exclusive venues 220+ Preferred venues Chef’s Commissary’s now in stand alone factory Cohesive leadership team…finally
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Two Requirements for Success
• Strategy• Marketing• Finance• Technology
• Minimal Politics• Minimal
Confusion• High Morale• High
Productivity• Low Turnover
Smart
Health
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The Four Disciplines
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Discipline #1 Building A Cohesive Leadership Team
Team #1 - Leadership team - Small group collectively responsible for achieving a common objective
3 to 12 members , but ideal would be 3-8
Collectively responsible – selfless and shared sacrifices
Common objectives with collective focus
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Puff’s Leadership Team
2014 9 people First meeting on
2/26/14 Committed to one
another that we will be collectively responsible
Defined #1 goal for 2014 (financial responsibility to budget)
Redefined core values and strategic anchors
2015 • 9 people (one open)• Leader changes – right reasons• Bi-Weekly meetings• More cohesive and trusting• Defined #1 goal of 2015(building up team #1)
• Continuing to fine-tune 2014 initiatives• Laser focused on departmental objectives (vision letter)
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2015 Puff Team #1
Warren
Rosy Usmani
Marketing
Fred MillerHR
Mary DicksonFinance
Heather Hofmann
Tampa Operations
Heather HofmannOrlando
Operations
Heidi BriceOrlando
Sales
Amy PryorVenue
Relations
Raul MatiasChef’s
Commissary
Lauren BaldenTampa Sales
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Vision - Goal Setting Letter
What does your business look like 1 year in the future?
Create a vision of the future describing how you achieved your key goals. Measurable = Accountable.
Process Steps1. Brainstorm alone or with a colleague to identify your goals 2. Present to your peers for feedback3. Finalize Vision Letter incorporating these insights4. Attend quarterly review meetings with peers to review
your progress 5. Review Vision performance at the end of the year
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Teamwork Model
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Five Behavioral Principles
1. Building Trust: Team members who trust one another are comfortable being open, even exposed, to one another about their failures, weaknesses and fears.
2. Mastering Conflict: When trust is present, teams are able to engage in unfiltered ideological debate around ideas, issues and decisions that must be made.
3. Achieving Commitment: The ability to engage in conflict and provide input enables team members to buy-in or commit to decisions.
4. Embracing Accountability: After commitment is established, team members must be willing to hold one another accountable and remind each other when actions are counterproductive to the team.
5. Focusing on Results: Collective team results must supersede any departmental or personal objectives or pursuits.
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#1 Building Trust Exercise Purpose: To improve trust by giving team members an
opportunity to demonstrate vulnerability in a low-risk way and to help team members understand one another at a fundamental level so that they can avoid making false attributions about behaviors and intentions.
Time Required: 15 - 25 Minutes Instructions: Go around the table and have everyone answer
three questions about themselves.1. Where did you grow up?2. How many siblings do you have and where do you fall in
that order?3. Please describe a unique or interesting challenge or experience from your childhood.
Debrief: Ask team members to share what they learned about one another that they didn't already know. This reinforces the purpose of the exercise and allows for a natural ending to the conversation.
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#1 Building Trust
Sales and Marketing as One Unstoppable Force Fall 2013 new Marketing Manager hired 3rd in 2 years Tampa: Doesn’t always have the same access /
unique challenges due to commissary location Orlando: In the past a constant struggle and
lack ofcohesive support from marketing
Persistence, patience and an open-mindyielded growth and trust
Unified decisions have brought Tampaand Orlando together, through marketing
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#2 Mastering Conflict
With trust, conflict is just pursuit of truth
Conflict avoidance at the top transfers it down Ideally, the team should engage in constructive
conflict but not destructive Willing to recover if the line gets crossed Mine for conflict in meetings, and reinforce it when it happens Trust is critical
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#2 Mastering Conflict
It’s not all roses and sunshine! Trusted team member came up the ranks to
leadership level. Trust was breached. Unhealthy conflicts moving away from vision
(shared goals) Created two opposing factions Team #1 opened the door to face the conflict Attention to the challenges and offered a “reset”
button
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#3 Achieving Commitment
Can’t happen without trust and conflict – people need to provide input, ask questions and understand the rationale of decisions
Can’t wait for consensus – disagree and commit Leader’s responsibility to break ties Prevent passive sabotage (not speaking up then
instigating “the meeting after the meeting”) Must have clear agreement on message Move forward UNITED!
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#3 Achieving Commitment
Hear No Evil; See No Evil Team #1 committed to “financial responsibility” in
2014 To support this goal finance department committed
to reporting financial results on time and accurately Required commitment from all leaders to submit
invoices on time and be mindful of spending Monthly reports provided clear snapshot of progress Finance department also provided additional
support by offering advice and knowledge to leaders to assist with maintaining their budgets
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#4 Embracing Accountability
THE HARDEST PART Requires commitment first Peer-to-peer accountability is the primary
and most effective source of accountability on the leadership team of a healthy organization
Can’t all come from leader, but leader has to be willing to confront
Hardest part of building a cohesive team Ultimately, courageous and selfless (it’s not
about you or me, it’s about the company)
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#4 Embracing Accountability
Blame Game Over $1m spend on (all) discounts in 2013 Determined there was no ownership, accountability or
process in place Finance, Marketing and Sales teamed up to create a
better system that would reduce this amount and provide greater understanding of our discount dollars
Reduced total amount by 20% Shared accountability has increased trust among these
three departments. Positive results fuel additional shared projects
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#5 Focusing on Results
Ultimate outcome of trust, conflict, commitment and accountability is results
Need to focus on collective goals – not departmental goals – one team, one score
Place higher priority on leadership team than the team they lead
Leadership team must embrace the power of team #1CELEBRATE
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#5 Focusing on Results
This Feels Good…NO, better Steady decrease in employee moral for past 4 years Led to poor productivity, high turn over and reduction in
overall quality of service Single, most difficult challenge faced by leadership Frequently discussed during meetings Solution: Added HR position to oversee current efforts,
become employee advocate, relieve Finance of HR tasks Action Items: Better staff communications, targeted hiring,
anniversary lunches, personal birthday cards, Token of Appreciation Program, accurate job descriptions, progression planning, improved training, and many more
People who don’t fit our core values are invited to work elsewhere
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Checklist for a Cohesive Leadership Team
The leadership team is small enough to be effective (3 to 10 people)
Members of the team trust one another and can be genuinely vulnerable with each other
Team members regularly engage in productive, unfiltered conflict around important issues
The team leaves meetings with clear-cut, active and specific agreements around decisions
Team members hold one another accountable to commitments and behaviors
Members of the leadership team are focused on team number one. They put the collective priorities and needs of the larger organization ahead of their own departments or themselves.
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The leadership team must agree on the answers to six simple, but critical questions
1. Why do we exist?2. How do we behave?3. What do we do?4. How will we succeed?5. What is most important, right now?6. Who must do what?
Discipline #2: Creating Clarity
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Question 1: Why do we exist?
Core purpose from Built to Last Why a company exists has to be completely
idealistic Employees in every organization need to know
that at the heart of what they do lies something grand and aspirational
Here is why we exist…Deliver a better world for our valued team members in order to deliver a better product to the client.
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Question 2: How do we behave?
Core values guide employee behavior Can’t be effective if broad Core values
Apparent in the organization for a long time 100% of the team must be committed Found in best employees (and missing in employee misfits) Must be embodied and modeled by leadership team
Here is how we behave… Quality Creativity Dedication Consistency
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Question 3: What do we do?
Simplest of the six questions Not idealist – just a description of what the
organization actually does One-sentence business definition No adverbs or qualifiers, no details on strategy Can change over time
Here is what we do now…Provide catering solutions to diverse markets in the Tampa and Orlando communities.
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Question 4: How Will We Succeed?
Essentially – the strategy Strategy is simply the plan for success – intentional decisions
a company makes to thrive and differentiate from competitors Broad – every decision is part of it Important to boil down to 3-4 strategic anchors Create an exhaustive list of everything intentional you do –
hiring, product/service approach, marketing, décor Then look for patterns to find three strategic anchors Strategic anchors change when market conditions change Provide clarity to walk away from opportunities that don’t align
with strategic anchors
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Question 4: How Will We Succeed?
Here is how we will succeed.. Strategic Anchor: A care in selection and
development of team members at every level. Strategic Anchor: State of the art equipment,
technology and processes for superior execution. Strategic Anchor: Establish our identity as the
ultimate caterer in the market place…Really. Strategic Anchor: Enable each team member to
understand their purpose within the organization.
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Question 5: What is most important, right now?
Most immediate and tangible impact on the company Companies have too many top priorities Create alignment by having one top priority at any given time Identify a thematic goal
Singular – one thing is the most important now Qualitative – not about specific numbers (yet) Temporary – clear time boundary of 3 to 12 months Shared across leadership team – all member focused on this as their
top priority Not about rallying the troops – more about clarity for how the
leadership team will spend their time and resources Must identify four to six defining objectives to achieve, and also
identify standard operational objectives
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What was Goal #1 for Puff in 2014?
Financial performance to 2014 budget.
Objectives to Achieve This Finalize the budget – gain commitment & buy in (I can’t commit
if I don’t understand) Staff training for great efficiency and Leadership training to
better understand the budget Transparency – Communication about productivity expectations
needs to cascade down Provide a consistent message – this is the budget and it must be
achieved. That’s it! Daily measureable results – accountability & follow up
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What Is Goal #1 for Puff in 2015
Building up Team #1.
Objectives to Achieve This Mine for conflict Hold each other accountable Providing a consistent message Ask for clarification Measurable Result: Employee moral and retention Measurable Result: Staff satisfaction survey’s Transparency – Communication about productivity
expectations needs to cascade down
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Question 6: Who must do what?
Division of labor – starts at the top Easy step but can’t be overlooked Worthwhile to clarify so everyone on the
leadership team knows and agrees on who does what
Make sure all critical areas are covered
Back to the org chart for who does what…
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2015 Puff Team #1
Warren
Rosy Usmani
Marketing
Fred MillerHR
Mary DicksonFinance
Heather Hofmann
Tampa Operations
Heather HofmannOrlando
Operations
Heidi BriceOrlando
Sales
Amy PryorVenue
Relations
Raul MatiasChef’s
Commissary
Lauren BaldenTampa Sales
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Members of the leadership team know, agree on, and are passionate about the reason the organization exists
The leadership team has clarified and embraced a small, specific set of behavioral values
Leaders are clear and aligned around a strategy that helps them define success and differentiate from competitors
The leadership team has a clear, current goal with a collective sense of ownership for that goal
Members of the leadership team understand one another’s roles and responsibilities, and are comfortable asking questions about one another’s work
The elements of clarity are concisely summarized (‘Play Book’) and reviewed regularly by the leadership team
Checklist for Creating Clarity
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Discipline #3: Over-Communicate Clarity
Employees are skeptical about what they’re told unless they hear it consistently over time.
Need to be CROs – Chief Reminding Officers. But Leaders are hesitant to repeat themselves. Why? It seems wasteful and inefficient – want to avoid redundancy. They fear it is insulting or patronizing to repeat a message. They get bored saying the same things over and over. Need to overcome all this and do more reinforcing of key messages.
Leaders need to tell ‘true rumors’ Cascading communication takes the message through the company Three keys to cascading communication
Consistency of message Timeliness of delivery Live, real-time communication
Have to end leadership meetings answering the question: What are we going to go back and tell our people? And make sure there is agreement.
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Checklist for Over-Communicating Clarity
The leadership team has clearly communicated the six aspects of clarity to all employees.
Leadership team members regularly remind the people in their departments about those aspects of clarity.
The team leaves meetings with clear and specific agreement about what to communicate to their employees, and they cascade those messages quickly after meetings.
Employees are able to accurately articulate the organization’s reason for existence, values, strategic anchors and goals.
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Discipline #4: Reinforce Clarity
Every process that involves people needs to reinforce the answers to the six questions
You need to institutionalize culture without bureaucratizing it Hiring, performance management, training and compensation need
simple systems specific to the company Hire for cultural fit Orientation needs to be built around the six answers and leaders need
to take an active role in design and delivery Performance management needs to be simple and stimulate the right
kinds of conversations on the right topics. Compensation and reward has to be tied to one or more of the big six
questions Leaders need to give recognition and personal appreciation, and be
quick to take out employees who don’t fit the values
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Great Meetings
A cohesive team with clarity requires more meeting time, not less.
Eliminate meeting stew – can’t combine tactical, admin, strategy, personnel and brainstorming in one session.
Emotionally engage your people Anniversary lunch hard questions Be careful what you wish for Be ready to take action
Making them feel truly a part of the team
It is crucial that leaders bring back key content (agreed upon by team #1) to their teams.
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Impacting and engaging future leaders
Heather Allen, Special Event Coordinator Started in 2010 Awarded ICA & Vertera’s scholarship Demonstrates Puff values (the right hire) Department leader has provided a
clear progression path Clearly communicated goals, while
providing tools to achieve them Takes initiative to gain hands on experience
Receiving promotion to Special Event Planner
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Checklist for Reinforcing Clarity
The organization has a simple way to ensure that new hires are carefully selected based on the company’s values.
New people are brought into the organization by thoroughly teaching them about the six elements of clarity.
Managers throughout the organization have a simple, consistent and non-bureaucratic system for setting goals and reviewing progress with employees.
Employees who don’t fit the values are managed out of the company. Poor performers who do fit the values are given the coaching and assistance they need to succeed and grow.
Compensation and reward systems are built around the values and goals of the organization.
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Dirty laundry - When it Doesn’t Work!
Case Studies1. “Ops”
Wrong hire and waited too long to react Disrespect was tolerated Horrible communicator From day one the mistake was obvious, but we kept trying to re-align Terminated, refined job description, better recruiting/vetting process, must
follow gut
2. “Chef” Wanted his skillset so bad we overlooked what he was telling us from the
beginning Not a fit for our values Terminated, re-evaluated the Corp. EC position, added middle level leaders Isolated himself through individualized initiatives
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Melissa’s words of wisdom
When someone shows you who they are…believe them!
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Walking the Walk…every day
Critical to cascade messages throughout organization.
Discipline #1: Build a Cohesive Leadership TeamDiscipline #2: Create ClarityDiscipline #3: Over-communicate ClarityDiscipline #4: Reinforce Clarity
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Two Organizations
First - Led by a team who remind employees why the company exists, its core values , its strategy and its top priority. They communicate the same message to employees, and make sure they know the concerns and ideas of their people to use in decision making. The company has simple practices for recruiting and orienting people based on core values, managing performance based on top priorities, and training and rewarding based on culture and strategy.
Second – Leadership team limits communication to a few events each year, mainly on tactical initiatives, doesn’t share consistently after meetings, and aren’t aware of employee opinions. The company has plenty of processes, but most are generic and complicated, not customized to the unique culture and operations of the company.
How much of an advantage does the first have over the second?
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A recent success story
Weekend of 2/27 was HUGE and a HUGE team success!
Saturday February 28, 2015 Polk Museum Gala: Plated 277 guests
Food from Tampa, but service, culinary and sales from Orlando DeBatolo Gala: Plated 820 guests Trivedi Wedding: Buffet 188 guests Grace O’Malley: Plated 345 guests 5 additional events between Tampa and Orlando 500+ team members working in concert with support
from every team Hard rains all morning, making set up very difficult Traffic congestion 2x long as expected
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A True Team Effort
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And if that wasn’t enough…
Sunday February 29, 2015
Discerning, luxury client’s housewarming brunch party 10 day lead time Managed all portions of event production too New action stations Custom designed décor and menu cards Elaborate menu and bar options Many of the staff worked late Saturday night, and
brought their A game to put on a great event
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A True Team Effort
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But the best outcome of all…
CRAZY GREAT &
BEAUTIFUL
RESPECT
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You can market this stuff, too!
By uniting the entire organization around Team #1’s initiatives it can be used as a motivator and a way to communicate the company’s culture as a differentiating feature of doing business.
Here’s a little taste of our Cool-Aid…
Drink up!
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Catersource 2016 Conference and Tradeshow: March 13th-16th, 2016 at The Mirage in Las Vegas
Please be sure to join the Catersource Event Solutions Community at www.catersource.com
Don’t Forget…
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THANK YOU!
Warren Dietel | [email protected] | 407.227.5697
To download a copy of my slides, go to: http://www.slideshare.net/WarrenDietel
www.facebook.com/puffnstuffcatering | Twitter: @pscatering