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with Stephen Rosenthal & Stuart R. Levine hosted by Passageways

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Stuart R. Levine

Chairman and CEO of Stuart Levine & Associates LLC, a management consulting firm for governance, strategic thinking and C-Suite leadership and Chairman and CEO of EduLeader LLC, an online digital learning company

NACD Governance Fellow and was twice awarded the top 100 director by this organization

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Board governance expert, currently serving on the board of Broadridge Financial Solutions, as Chairman of Governance and Nominating Committee and member of the Audit Committee

Best-selling author of three leadership books published in 37 countries with over 1.2 million hard copies sold and his monthly thought-leadership articles are published in Forbes and The Credit Union Times

“The Six Fundamentalsof Success”

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Stephen Rosenthal

Recognized leader in strategic plan execution with over 25 years of experience creating operational opportunities that demonstrate tangible results for systems, people and workflows

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Senior Vice President, Population Health Management at the nationally ranked and prestigious Montefiore Health System

MBA from Pace University, as well as a M.S. and B.A. degrees in Speech from Brooklyn College

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President of the CMO The Care Management Company, LLC (CMO)

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Strategy Execution:

A Proven Path to Results

Has your organization embraced yourvision, mission, core values and value proposition?

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42% said YES48% said YES, but not enough10% said NO, but progress is being made

0% said NO

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• Poor organizational alignment with leadership’s goals/objectives

• Lack of clearly defined strategic drivers

• Deficient strategic communication process

• No common language and understanding

• Poor rhythm of messaging throughout organization

• Ineffective translation of strategic planning goals, lack of clearly

identified deliverables, milestones, ownership and accountability

• Erratic momentum, engagement and focus

• Team does not have the agility to achieve results with changing

conditions

Why Strategic Plans Fail

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What do you think is the most important role a leader can play in strategy execution?

Have you developed an effective strategic communication plan that strengthens your culture to deliver results?

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10% said YES53% said YES, but not enough29% said NO, but progress is being made

8% said NO

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Phase I – Strategic Business Planning Process

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• Creation of broad ownership, engagement and inclusion

• Accountability

• Leadership that thinks and acts strategically

• Practical, realistic and results focused

• Agile ability to respond as conditions change

• High focus and priority on Talent Management, recruitment and

retention to ensure organizational sustainability

Effective Strategic Planning Process

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How do you ensure the success of the parties needed to executethe strategy?

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Have you provided your team with the appropriate leadership development to increase their skills to deliver results?

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14% said YES52% said YES, but not enough26% said NO, but progress is being made

7% said NO

What structure do you think facilitates success?

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Phase II – Strategic Business Plan Implementation

Do you have IT systems and collaboration software in place to help enable the successful execution and measurement of results?

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7% said YES22% said YES, but not enough59% said NO, but planning to improve12% said NO

How do you create accountability?

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• Is your leadership team totally aligned around your organization’s

vision?

• Have you assessed whether your team has an understanding of the

Strategic plan and are they aligned around it?

• Do people in the organization understand their roles and

responsibilities in achieving the strategic plan?

• Have you established clear metrics in the achievement of your

strategic drivers?

• Do you have plans in place to develop and increase the leadership

capacity and accountability of your team?

Questions For You To Ask

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• Do you have a strategic communication plan in place that sets a rhythm

of communication that enforces your objectives, goals and strategies?

• Is your culture setting and building the right behaviors and standards

that set the foundation for achieving results?

• Is progress on the strategic plan shared with relevant ongoing data to

ensure effective execution and decision making to meet timelines?

• Does your leadership team have the values, skills and ability to own, be

accountable and hold others accountable for the results?

• Do you have an effective program management infrastructure and

project management approach in place?

Questions For You To Ask

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Strategic implementation. Results.

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stuartlevine.com/products-services/strategic-implementation/

Helps create a culture of results starting with the Board.Secure and real-time updates to board materials.Easy access to materials anytime, anywhere, on any deviceManage board, committee, executive, loan and other meetings.

- Agenda and board book builder- Digital notes and annotations- Document resource center- Surveys and questionnaires- Voting, approvals, e-signatures - More, much more

Contact us to learn more:more@passageways.com

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We are now open for live questions!

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