Welcome to the world of scaling up – a phase where businesses strive to expand their horizons and make a lasting impact. At the core of this growth journey is strategic planning, a vital component that steers companies through the complexities of expansion, ensuring a purposeful and efficient path forward.
THE SCALING UP PROCESS STARTS WITH AN EMPHASIS ON THE FOUR DECISIONS EVERY ORGANIZATION MUST GET RIGHT:
Attract and Keep the right PEOPLE
- Become a magnet for A-Players
- Align your team around Core Values
- Increase accountability & results
Create a truly differentiated STRATEGY
- Clarify your brand promise
- Understand your SWOTs and trends
- Determine your 3-year key strategies
Drive flawless EXECUTION
- Learn & apply the Rockefeller Habits 2.0
- Create a culture of accountability
- Fine-tune processes to run without drama
Have plenty of CASH
- Accelerate cash flow to fuel your evolution
- Improve your sales cycle
- Ensure you are never short on cash
Planning Schedule
2 Days of Kick-Off Planning (6-8 Hrs.)
Program Details
- Kick-off: Intros / Good News, Objectives / Expectations / Meeting Rules & Roles
- Rockefeller Habit #1: Team Healthy & Aligned – DiSC/Five Behaviors
- Core Values: Mission to Mars
- Core Purpose: 5 Whys
- Vivid Vision (3 Years Out)
- FACe Tool: Functional Accountability Chart
- Wrap-Up: Who, What, When
- Review/Completion of the previous day
- BHAG & Gutted out 3HAG: Key Thrusts/Capabilities
- PACe Tool: Process Accountability Chart
- 1 Year Goals
- Next Quarter Priorities & Critical Number
- Review meeting rhythms and agendas as well as the next steps for the coming year.
- Wrap-up / Final comments
Looking for enhanced alignment and clarity without diving into a full-scale strategic planning process?
Three-Hour Strategic Alignment Session – $2500
Unify your leadership team regarding your present situation, vision, and upcoming actions.
Package includes:
- Preliminary alignment survey
- Virtual three-hour Strategic Alignment session
- Guidance and recommendations for moving forward
About Trey House
Professional Highlights
President of $30M mid-market company.
Board representative for multiple privately held companies.
Sales leader for $4Bln North American structured bond financing platform.
Trey House is not your typical business coach. He has personal experience implementing the Scaling Up framework while leading a mid-market company, so he knows well the challenges faced when introducing change to established teams.
His 20+ years of professional experience includes time working for global investment banks, early stage startups and mid-sized, family-owned companies. Trey has significant experience with institutional and retail sales & marketing, leadership & personal development, as well as financial modeling & data analytics. Like any great coach, he excels at distilling complex matters to their most simplified form so that they are both relevant and actionable to clients.
Trey graduated from Cornell University’s School of Hotel Administration with a concentration in real estate finance. He lives in Northern Virginia with his wife and twin children. He loves golf, fitness and reading, and is active in several non-profits.
Frequently asked questions
Whether you’re a CEO, Chief Strategy Officer, Executive Director, or Superintendent, our goal is to address your inquiries and provide insights on navigating the challenges and opportunities of scaling your business. Explore the following commonly asked questions to gain a deeper understanding of how we can support your journey toward sustainable growth and success.