Newsletter Archive
MAY 2024
NEWS & EVENTS
Intro to Activating AI
On May 8, 2024, we hosted the "Intro to Activating AI" event, which brought together over 20 participants, both in-person and virtually, from diverse industries and backgrounds. The session was all about integrating AI into business and offering practical steps to get started.
Our speakers, Coaches John Lund and Rob Simons, Doug Hegarty, Jason Nocita, and Sridhar Sunkara, highlighted how AI is revolutionizing the business landscape and shared valuable tips on spotting opportunities for AI-driven automation and improvements. They also provided hands-on demonstrations, showing how tools like Microsoft Copilot and ChatGPT can be used to create content, streamline tasks, and enhance communication.
It was a fantastic opportunity to learn and connect, and we're thrilled about the potential AI holds for our future.
To stay updated and ensure you don’t miss out on our upcoming events, follow Coach.Win on LinkedIn.
Tips for Effective Operations and Leadership
In the latest episode of the Coach.Win Podcast, Coach John sits down with Shellie Schultz, COO, Business Performance Coach, and Business Integrator, to share valuable tips on effective business operations and leadership.
With years of experience in process improvement, people development, and collaborating with visionaries and integrators, Shellie brings a wealth of knowledge to the conversation. Having served as a COO and integrator for various organizations, including John’s, she is passionate about coaching and mentoring others to help them thrive in their careers.
Tune in to gain insights from Shellie's extensive experience and practical advice for achieving business success. Watch the podcast HERE.
Don't forget to follow Shellie Schultz on LinkedIn and subscribe to the Coach.Win Youtube Channel for more tips and content.
IMPACT PLAYS
Enhancing Company Culture: Insights from Coach.Win Pre-Planning Surveys
Improving company culture is essential for creating a positive and productive work environment. Based on the recent responses to the Coach.Win Pre-Planning Surveys, we've identified three key areas where companies can focus their efforts to make meaningful improvements:
- Leadership and Team Dynamics
Survey results indicate that effective communication, engagement, and collaboration between the leadership team and employees are crucial. Enhancing these dynamics can foster a more cohesive and supportive work environment, making employees feel more connected and valued. - Individual Growth
Employees have expressed a strong desire for opportunities to learn and grow, both to contribute to the company and to advance their personal development. Providing resources and support for continuous learning and career development is essential for maintaining a motivated and skilled workforce. - Trust and Respect
A healthy workplace culture depends heavily on high levels of trust and respect among team members. Companies should actively work to build these values through transparent communication, team-building activities, and a commitment to fair and respectful treatment of all employees.
Implementing these improvements, guided by insights from the Coach.Win pre-planning surveys, will lead to a more engaged, motivated, and productive workforce.
WINNING IDEAS
Mastering the Art of Post-It Notes: Tips from Coach Rob Simons
Post-It notes are invaluable tools for organizing thoughts, prioritizing tasks, and enhancing productivity. Their versatility and simplicity make them essential for brainstorming sessions, project management, and everyday reminders. To maximize their effectiveness, Coach Rob Simons offers these expert tips:
- Use the sticky side at the top: Placing the sticky side at the top of the note prevents curling and ensures your notes stay flat and readable.
- Write with a Sharpie or thick marker: For better visibility, use a Sharpie or thick marker. This makes your notes stand out and easy to read at a glance.
- One idea per note: To help organize and prioritize your thoughts, write only one idea per note. This approach keeps your ideas clear and focused.
- Write large and clearly: Ensure your writing is large and legible. This improves readability and ensures your notes are easily understood by anyone.
- Don't stack Post-It Notes: When using multiple notes, place them in a single layer instead of stacking them on top of each other. This way, you can easily rearrange them and maintain better visual organization.
By following these tips, you can make the most of your Post-It notes, turning them into powerful aids for both personal and professional use.
APRIL 2024
NEWS & EVENTS
- Microsoft Viva Goals Webinar with Coach Rob Simons - April 23rd, 1:00pm - 2:30pm or May 2nd, 10:00am - 11:30am via Teams Webinar
Join us for a webinar hosted by Coach Rob Simons as he delves into the power of OKRs (Objectives and Key Results) powered by Microsoft Viva Goals.
🔗 Click here to register: https://bit.ly/VivaGoals - Into to Activating AI - May 8th, 1:30-4:30pm CDT at the Coach.Win Learning Center at 13575 Lynam Drive, Omaha, NE (Limited spots available for in-person attendance. Virtual attendance also available)
Learn from industry experts including Coach John Lund, Sridhar Sunkara (eBiz Solutions), Jason Nocita, and Doug Hegarty as they share insights on how to harness the potential of AI to drive business success.
🔗 Click here to register: https://bit.ly/ActivatingAI
IMPACT PLAYS
WINNING IDEAS
Unlock the Potential of Your Team with Our Talent Assessment Survey! 🔓
Imagine having a clear roadmap to enhance the potential within your team, where every member's talent is not only recognized but also meticulously cultivated for the success of your department and the organization.
We are thrilled to announce the launch of our Talent Assessment Survey—a precision tool crafted to seamlessly align your team's skills with our company’s values and culture.
Why should you be an early adopter?
- Uncover individual performance insights through an intuitive rating system.
- Pinpoint untapped potential within your team for professional growth and leadership.
- Craft tailor-made development plans fueled by actionable feedback.
Interested? Reach out to us for more information! 📩
MARCH 2024
NEWS & EVENTS
- Omaha AI Learning Day - Entresmart Coach John Lund
- Would you or your team like to join an informal learning session in Omaha this Spring? Let us know your thoughts and answer a few quick questions HERE 🔗
- New Benefits included with our "CAP A.I." event in Houston!
- ✨AI Automation Contest + 4 Hours of Consulting ($1,500 Value)
- ✨The Predictive Index - your Leadership team can take the PI Team Review and we'll share your Team Type, and how to best maximize
- Learn from industry leaders like Greg Crabtree, Byron McFarland, Mike Zani & Bill Champion on topics that will increase Communication, Accountability and Performance throughout your organization.
- Join us at Employer Flexible May 7-8 (save 25% with CODE: EarlyBird25)
IMPACT PLAYS
- 🤖 Awesome AI Tool - Use PI Perform to improve your 1:1 meetings
- Dive into the core of OKRs, highlighting their profound impact on organizational initiatives and cultivating a culture of accountability.
- Coach Rob guides you step by step, from setting up your organization in Viva Goals to seamlessly tracking progress using planner tasks and integrations.
- Book Recommendation - 'Measure What Matters: How Google, Bono, and the Gates Foundation Rock the World with OKRs' (🔗link)
WINNING IDEAS
“A Players” or “A Positions”?: The Strategic Logic of Workforce Management (2 minute read)
As a Leader or Coach, it's imperative to guide your organization or clients toward a more strategic, role-focused approach to workforce management. It's not just about having superstar employees; it's about placing them where they can truly shine. This light read, Published in Harvard Business Review, flips the script on traditional talent management.
The Real Game Changer: It’s all about matching your top talent with the roles that are crucial to your strategy. Think of it as putting your best players in the positions where they can make the biggest plays. This isn’t just about having skilled people; it’s about leveraging those skills in the right places to push your organization forward.
The Strategy: Ditch the old "all about the player" mindset. Instead, focus on identifying those key positions - the "A positions" - that really drive your strategy. Then, make sure your best talent is in those spots. This shift means you're not just collecting talent; you're deploying it strategically to hit your goals harder.
The Payoff: By aligning your star players with the roles where they can make the most impact, you not only boost your organization's effectiveness but also sharpen your competitive edge. It’s about making smarter, not just harder, moves.
The Bottom Line: This approach offers a fresh playbook for business coaches, leaders, and anyone ready to rethink talent management. Aligning your workforce with your strategic goals isn’t just good practice; it’s a winning strategy for sustainable success.
Dive into this concept and start aligning your talent with your strategic goals to see real change in your organization's performance and competitive stance.
FEBRUARY 2024
NEWS & EVENTS
- Coaches, Business Owners and Leaders, join us in Houston May 7-8th! Featuring 12 hands-on sessions focused on Communication, Accountability & Performance with A.I.
- Coaches Event - Coaches join us before C.A.P. A.I. on May 6th for the 'Elevate to Impact' Coaches-only event. Take your practice to the next level in a Peer-to-Peer setting.
- Recent Podcast Interviews -
- Coach John sat down with Mike Zani to discuss Talent Optimization using new tools from Predictive Index - Watch Here
- And a conversation with Suzanne Combs-Brown with a focus on empowering "Mighty" Middle Management - Watch Here
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IMPACT PLAYS
- 🏆 "Mighty Middle" Suzanne Combs-Brown offers Group Development Sessions for Supervisors & Managers - More Info
- 🤖 Awesome AI Tool - YouTube Summary with ChatGPT & Claude - Chrome Extension that generates YouTube video summaries with the click of a button. Excellent time-saver, customizable and FREE!
- ✍ Copilot in Microsoft Teams meetings - Summarize key points (who said what & where people are aligned or disagree) suggest action items, all in real time during a meeting. Learn More
WINNING IDEAS
'AI Automation Contest'
Here's an exciting opportunity to improve your business processes using AI tools such as ChatGPT, Copilot, and others.
We've had the pleasure of helping several clients execute the COACH.WIN 'AI Automation Contest', and the results have been amazing!
Each client has uncovered 50+ ideas for improvement, including simple toggles and apps that can be enabled, process improvements, roadblocks identified, and internal training on existing software.
Here’s how it works:
- Identify a 'Champion' who will announce the contest & remind the team daily for the length of the contest.
- Offer rewards for entries (eg, 10 to 20 $50 gift certificates). Each submission gets team members into the contest, with a random drawing.
- The goal is to drive at least 50 ideas for improvement.
- COACH.WIN will create instructions and a custom link (Example) to help team members understand what is possible.
- Run the contest for 10-15 business days.
- We compile results and schedule a meeting to review findings.
- Pick 2 to 5 submissions to get started on your AI journey.
The stats for Copilot are incredible - it can make processes 25%-100% faster and improve quality by 40%. The surprise outcome was that this contest identified opportunities for training on current software.
At Coach.Win, our core value is “Learn and Share” and we will continue to share best practices with you.
TAKE 60 SECONDS to request more info and get started today!
JANUARY 2024
NEWS & EVENTS
- Communication, Accountability & Performance with A.I. - Business Owners and Exec Teams, join us in Houston May 7-8, featuring 12 hands-on sessions.
- Peer-to-Peer Coaches Event - Coaches join us May 6th in Houston for the 'Elevate to Impact' Coaches-only event. Take your practice to the next level.
- Recent Podcast Interviews - Coach John sat down with Mo Fathelbab of Forum Resources Network to discuss "Transforming Leadership & Organizations: Power of Peer Groups" - Watch Here
- Upcoming Podcast Interviews - Predictive Index Podcast, a conversation with P.I. President Mike Zani and a conversation with Suzanne Combs-Brown about "Mighty Middle" Development for Supervisors & Managers - More Info
IMPACT PLAYS
- 🚀 How to Leverage Your LinkedIn - In this Coach.Win interview, LinkedIn expert Kim Kaupe shares tips on creating a strong profile and using the platform to build relationships, find new job opportunities, and grow your business.
- 💰 January is Compensation time! Check out this podcast interview with Byron McFarlane on 'Using Equity Compensation to Attract and Retain Talent'
- 🏆 "Mighty Middle" Suzanne Combs-Brown delivers (6) 90 minute Group Development Sessions for Supervisors & Managers - More Info
- 🤖 Awesome AI Tool - Evy.AI A Very Cool Way to Help you use LinkedIn for Sales and Client Support
WINNING IDEAS
Harnessing the Power of Scorecards: A Game-Changer in Goal Achievement
Imagine walking into a room, knowing exactly where you need to be but without a map to guide you. That’s how many professionals, even the most successful ones, navigate their careers and targets — with ambition but without direction. This is where the transformative power of scorecards comes into play, not as a tool for reprimand, but as a compass for success.
Take the story of a top-tier salesperson skeptical about the introduction of scorecards in their routine. The fear? That these indicators would serve as a pretext for punitive measures or tough conversations. However, this perspective took a turn when the salesperson realized that scorecards aren’t a stick — they’re a rallying cry for support and celebration.
A scorecard is akin to a private wish-list of cities you yearn to explore. Without disclosing the destinations or desires, you ask someone to help you get there. The task seems insurmountable because the helper is in the dark, unaware of whether to book a flight to Omaha or a train to NYC. This analogy breaks down the essence of scorecards — they provide clarity on the destination and the journey, enabling others to aid you effectively.
In the realm of business, scorecards illuminate personal and team goals. They quantify what success looks like, whether it’s acquiring new clients or advancing skill sets. Think of it as bowling with the lanes as your objectives. You aim for the pins — your targets. Sometimes, you strike; other times, you’re headed for the gutter. But with a scorecard, your team knows when to raise the bumpers, guiding you back on course and celebrating with you when you hit the mark.
A compelling example underscores their significance. Amid the pandemic, a client had lost touch with his key customers, only to rediscover the value of consistent check-ins when a simple meeting led to three new business opportunities. His scorecard now includes a biannual touchpoint with his top 50 clients, a strategic reminder that ensures he’s always on the path to victory.
Scorecards should be viewed as a manifestation of help and celebration — a strategic tool to identify when you might be veering off course and when to rally the team to aid in realignment, and equally, to rejoice in the shared success.
Encourage your teams to shift their perspective on scorecards. They are not the harbinger of criticism but the blueprint for achievement. By adopting this tool, every member can visualize what winning looks like and how they can collectively and individually reach those triumphant moments, one score at a time.