In an era where technology is reshaping the way we work, Coach John Lund brings a refreshing perspective with his presentation on Spiraling Upward with AI. Coach John sheds light on the transformative role AI plays as a digital teammate, empowering individuals and teams to enhance productivity and achieve superior outcomes.

Key takeaways from his insightful presentation include:

1. AI as a Thought Partner - Coach John emphasizes that AI isn’t about replacing humans but augmenting their capabilities. Acting as a digital teammate, AI enables everyone on the team to perform at their best, fostering continuous improvement and innovation.

2. Navigating the Learning Curve - AI adoption can be a journey—initial excitement, followed by challenges, and ultimately leading to growth. Success lies in persistence, proper training, and a mindset shift akin to onboarding a new team member.

3. Collaboration Amplified - AI transforms workflows, allowing teams to move quickly from creation to refinement. By integrating AI into brainstorming and decision-making processes, organizations unlock new levels of creativity and efficiency.

4. Focus on Quick Wins - To maximize impact, John advises targeting low-effort, high-value initiatives that deliver measurable ROI within 3-6 months. Building momentum with early successes is key to sustaining enthusiasm and trust in AI systems.

5. Daily Progress, Long-Term Vision - Utilizing daily updates and sharing best practices keeps teams aligned and motivated. By building and training high-impact AI solutions incrementally, companies can scale their efforts strategically toward long-term goals.

Coach John’s message is clear: AI isn’t just a tool—it’s an opportunity to elevate our capabilities and spiral upward into a future of greater efficiency and innovation.

For more insights and strategies on activating AI within your organization, connect with Coach John Lund on LinkedIn or watch his presentation and LinkedIn live below:

Efficient meeting management is the foundation of productivity and success. Decisions, a leading new app, transforms your meeting culture by seamlessly integrating with Microsoft Teams and Office 365. With Decisions, every meeting becomes a strategic opportunity—purposeful, impactful, and results-driven. Unlock your team’s full potential and make collaboration more efficient with this game-changing tool.

Why Choose Decisions?

Build Agendas That Work - Collaborate on detailed, structured agendas before meetings to ensure all participants come prepared and aligned.
Boost Engagement - Utilize tools like the Meeting Engagement Score™, smart time tracker, and secure voting to keep discussions focused and productive.
Seamless Follow-Up - Generate one-click meeting minutes, track tasks, and document decisions effortlessly to maintain accountability and clarity.
Integrated into Your Workflow - Stay within your Microsoft ecosystem—Decisions works with Teams, Outlook, Word, OneNote, SharePoint, and Planner, reducing the need for app-switching.
Top-Tier Data Security - Your data never leaves your Microsoft 365 tenant, adhering to GDPR standards and ISO 27001:2022 certification for ultimate privacy and security.

Just a Few Weeks Until the New Year—Is Your Team Ready?

As 2025 approaches, it’s time to set your business up for success with the Coach.Win Annual Reset—a results-driven process designed to elevate your organization with a clear and strategic game plan.

This isn’t just about reflecting on the past year; it’s about creating alignment, clarity, and momentum for the year ahead. Here’s how the Annual Reset works:

✅ Team Engagement Survey: Understand your organization's strengths, challenges, and opportunities.
✅ Leadership Input: Leverage your leadership team’s insights to define key business priorities.
✅ SWOT Analysis: Ground your strategy in reality with a deep dive into Strengths, Weaknesses, Opportunities, and Threats.
✅ Financial Performance Review: Make informed decisions with data-driven insights.

Guided by a seasoned Coach.Win coach, you’ll walk away with key objectives, actionable plans, and the tools to lead your team toward your long-term vision.

Don’t just plan—thrive! Send us a message or click HERE to learn more and make 2025 your best year yet.

What Winning Looks Like - Cascading Scorecard Session

Elevate your leadership team’s performance with our Cascading Scorecard Session on Wednesday, December 18, 2024, or Wednesday, January 8, 2025, from 9:00 AM to 3:00 PM at the Coach.Win Learning Center! This in-depth workshop will guide you through building and implementing scorecards that align with your company’s strategic vision—ensuring every level of your organization is working toward the same goals.

Here's what you can expect:

Learn the importance of leading and lagging indicators
Finalize your company’s executive scorecard
Develop scorecards for 5 key departments
Create scorecards for department leaders and key players
Focus on individual roles within each department
Develop effective agendas incorporating your core values and new scorecards

Session Highlights:

Group and team activities to ensure comprehensive understanding and implementation
Insights and support from experienced facilitators
Ready-to-use scorecards and templates customized for your organization’s needs

Additional Benefits:

60-Minute Virtual Prep Meeting to ensure your team is prepared and aligned before the session.
Pre-Survey to gather valuable insights to tailor the session to your specific needs.

Registration Fee:

The fee is $3000 per company, with a minimum of 2 participants and a maximum of 6.

On October 29, 2024, at the iQmetrix SummitX 2024 at the JW Marriott Scottsdale Camelback Inn Resort, Coach John Lund took the stage to share forward-looking insights on integrating AI into strategic planning for 2025. His message was clear: AI is no longer just a technological add-on; it’s a core component of smart, future-ready business strategies.

Why AI Matters Now More Than Ever

John emphasized that AI's potential isn’t only about efficiency—it's about fostering joy in daily work and creating streamlined processes that both employees and customers appreciate. He encouraged businesses to view AI as a strategic lever that, when thoughtfully integrated, can have a lasting impact.

Winning Impact Plays: Proven Success with AI-Driven Processes

Coach Lund shared several "Winning Impact Plays" that illustrate AI's powerful role in transforming operations, enhancing employee satisfaction, and boosting customer experience:

Empowering Field Teams: AI tools are helping field teams drive more referral sales, tapping into a powerful source of revenue.
Streamlining HR Processes: Businesses using AI in HR are cutting onboarding and recruiting time by an impressive 75%, allowing teams to focus more on people and less on paperwork.
Accelerating Customer Service: With AI-enabled responses, customer email response times have been reduced from 45 seconds to just 5, vastly improving satisfaction.
Boosting Support Efficiency: AI-driven solutions are helping support teams solve first tickets 50% faster, directly enhancing NPS scores and customer loyalty.

Each success story underscores that AI isn’t just about speed; it's about adding value and sharpening your competitive edge.

Looking Ahead to 2025

Making AI a central part of your 2025 strategy will position your business to thrive and evolve in an increasingly dynamic market. Integrating AI thoughtfully and intentionally can transform your results, energize your teams, and create exceptional experiences for your customers. Let’s make 2025 the year AI becomes a driving force in every business strategy.

Stay Ahead with Coach.Win

If you're inspired by John’s talk and looking to learn more about AI’s role in coaching and business transformation, stay tuned for upcoming webinars and resources designed to keep you ahead in the game!

Prepare for Next Year with a Winning Game Plan

The Coach.Win Annual Reset is a proven, results-oriented process designed to help your business elevate to the next level with a clear, strategic game plan. It’s more than just a reflection on the past year—it’s a comprehensive approach to align your team, leadership, and performance data, driving your company toward its long-term vision.

This powerful process combines:

Team Engagement Survey: Gather insights from every level of your organization to understand strengths, challenges, and areas of opportunity.

Leadership Input: Harness the perspective and expertise of your leadership team to shape key business priorities.

SWOT Analysis: A deep dive into your business's Strengths, Weaknesses, Opportunities, and Threats, ensuring your strategy is grounded in reality.

Financial Performance Review: Analyze recent financial data to inform decision-making and future planning.

All of this culminates in the creation of key objectives that propel your company toward its goals. A seasoned Coach.Win member coach leads this entire process, ensuring maximum impact through expert facilitation, utilizing proven concepts, exercises, and strategic playbooks.

With the Annual Reset, your business won’t just stay on course—it will thrive with a clear, actionable plan and the support needed to achieve lasting success.

We’re excited to announce that Govindh Jayaraman, a visionary entrepreneur and transformative coach, is now a Coach.Win member coach! With over 30 years of experience turning visionary ideas into thriving ventures, Govindh brings an incredible wealth of knowledge and a unique approach to leadership and strategy.

As the driving force behind Paper Napkin Wisdom, Govindh has mastered the art of distilling complex ideas into actionable insights, empowering leaders and teams to achieve extraordinary results. His philosophy perfectly aligns with our mission: great ideas often start small and, with the right guidance, can grow into something truly remarkable.

Through Paper Napkin Wisdom, he’s interviewed thousands of entrepreneurs and leaders, capturing their most valuable insights on simple paper napkins. These nuggets of wisdom are a powerful reminder that even the simplest ideas can spark massive growth when shared.

Want to tap into this wealth of knowledge? Check out Govindh’s podcast, where wisdom meets action. Whether you’re seeking leadership insights or entrepreneurial strategies, his interviews are packed with lessons from the very best in business.

Activating AI Part 4 - Creating GPTs and Copilot
September 24, 2024 | 8:30am-11:30am | The Coach.Win Learning Center

Don't miss this invaluable opportunity to gain hands-on experience in using AI for sales, marketing, operations, finance, and HR. Share your business challenges and receive tailored feedback from AI experts. You'll gain advanced strategies to streamline processes and boost performance across your organization. Don't miss this opportunity to equip yourself with cutting-edge tools for innovation and growth.

In-person attendance only.

Activating AI Part 5 - Answer from AI Experts
November 12, 2024 | 8:30am-11:30am | The Coach.Win Learning Center

Join Coach John Lund and a panel of AI experts as they tackle your most pressing questions on AI integration. Whether you're looking to enhance operations, refine marketing strategies, or streamline financial management, this session provides clear, actionable insights to guide you. To ensure the session is tailored to your unique business challenges, a brief survey is required in advance for a more personalized experience.

In-person attendance only.

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We are excited to announce that the Coach.Win Learning Center is now open at 13575 Lynam Drive, Omaha, NE 68138!

This is more than just a space—it's a hub for creativity, learning, and innovation. We’ve designed the Coach.Win Learning Center with you in mind. This new facility is where we regularly host AI events, bringing together innovators and thought leaders to explore the cutting edge of technology. Additionally, our modern training rooms are available for rental, perfect for workshops, seminars, and corporate training sessions.

For more information on availability and rates, please reach out to us. We look forward to seeing you at the Coach.Win Learning Center!

Understanding the unique communication styles within your team is key to fostering a more productive and harmonious work environment. The Everything DiSC® Workplace Profile is the premier solution for improving communication, building trust, accelerating career growth, and managing conflict in any workplace. Recognized as the #1 best-selling DiSC assessment for individuals, teams, and leaders, this tool is designed to transform how people interact, collaborate, and lead.

Whether you’re aiming to improve team dynamics, enhance leadership skills, or elevate customer interactions, Everything DiSC provides personalized assessments that equip your team with the skills to succeed. It’s not just about knowing yourself but about understanding how to adapt to others for greater results across the board.

Key Features of the Everything DiSC Workplace Profile:

Comprehensive 20-Page Narrative Report: A deep dive into personal behavioral styles, offering valuable insights into

How your personal priorities shape your workplace experiences.
What motivates you and the stressors that may hinder performance.
How to adapt and interact with different DiSC communication styles.
Practical strategies to increase your effectiveness across all DiSC styles.
Tools to build stronger, more effective relationships with diverse personalities.
By unlocking these insights, you can foster a more productive and harmonious workplace, where team members feel understood and empowered to contribute their best.

As an authorized Everything DiSC partner, we're here to help you bring this powerful tool to your organization. If you’re interested in learning how the Everything DiSC Workplace Profile can transform your team's communication and performance, reach out to us or visit https://coach.win/everything-disc!

Let’s work together to build stronger teams through self-awareness and effective communication!

NEWS & EVENTS

Entresmart Client Appreciation Night

Come hang out with Coach John Lund at the Entresmart Client Appreciation Night on August 20, 2024, 3:00pm-6:30pm at Brickway Brewery & Distillery! We're hosting a laid-back happy hour with drinks to start the evening off right. Then, join us just around the corner at Gather in Omaha for a special night celebrating our incredible clients! Immerse yourself in engaging networking opportunities while enjoying urban-farm-to-table food!

Take a tour of Gather in Omaha restaurant and uncover the hidden gem of Gather Urban Farm (GUF), where a thriving hydroponic farm lies beneath the restaurant's bustling floors.

Don't miss this chance to connect, appreciate, and explore with us! Secure your spot now for an unforgettable experience.

IMPACT PLAYS

Strategy 360

Introducing the new Coach.Win Strategy 360 offering, a comprehensive Business Game Plan Assessment designed to give you a 360-degree view of your business strategy . Tailored for fast-growing companies, Strategy 360 evaluates eight critical data points, providing actionable insights that drive performance and long-term success.

Why Choose Strategy 360?

Strategy 360 combines proven business assessment tools with the expertise of seasoned business coaches to analyze your current operations and identify actionable insights. It goes beyond traditional business operating systems to offer a complete view of your strategy and performance.

How Strategy 360 Will Help?

The Strategy 360 assessment will clarify and enhance your strategy and vision by identifying missed opportunities and providing a plan to improve team performance. Ultimately, Strategy 360 ensures your business is well-positioned for long-term success.

What is the Timeline?

The Strategy 360 process takes 4-6 weeks to complete and is highly dependent on your team completing the assessments and assignments timely.

How to Get Started?

Sign up at https://coach.win/strategy-360 or email info@coach.win

WINNING IDEAS

The Power of Assessments

Knowing your team’s strengths, challenges, and motivations can make a huge difference in your business. That’s where tools like the Predictive Index (PI) and the Sales Aptitude Talent with the Advanced Personality Assessment (APQ) come in. They give you a clear picture of your team’s behavior and personalities, helping you make better decisions that lead to improved performance and stronger teamwork.

The Predictive Index (PI)

The Predictive Index (PI) is a scientifically validated assessment tool designed to help organizations better understand their employees' behavioral drives and cognitive abilities, the PI offers a framework for making data-driven decisions in hiring, team building, and leadership development.

To effectively leverage the PI, there are four key aptitudes in talent optimization that you must master:

1. Diagnose - Measure your people data, analyze that data, and prescribe remedies as needed. This involves continuously assessing and addressing any gaps or issues within your team.
2. Design - Create and evolve your people strategy to align with your business goals. This ensures that your organizational structure and roles are tailored to maximize productivity and satisfaction.
3. Hire - Use people data insights to hire top talent and build high-performing teams. The PI helps you identify candidates who not only have the right skills but also fit well with the company culture.
4. Inspire - Utilize people data to drive important employee-oriented activities. This includes engaging your employees, fostering growth, and ensuring that they are motivated and aligned with your business objectives.

Sales Aptitude Talent with the Advanced Personality Questionnaire (APQ)

The APQ is specifically designed to identify the natural aptitude of individuals for sales roles. Unlike general personality assessments, the APQ focuses on traits that are directly linked to sales performance. It evaluates key characteristics such as Intensity/Drive, Assertiveness, Optimism, and the ability to handle rejection, providing a comprehensive profile of a candidate's potential in sales.

The APQ stands out as the only personality assessment tool that includes five important attributes:

1. Dual Functionality - It serves as both a hiring and development tool, making it versatile in its application.
2. Predictive of Success - Large-scale correlation studies have made it predictive of job success, especially in sales roles.
3. Anti-Gaming Mechanism - The APQ's questioning methodology and design discourage "gaming," and the company is notified if an attempt is detected.
4. Emotional Intelligence Development - It is specifically tuned to help current employees develop higher levels of emotional intelligence (EQ), which is crucial for success in sales.
5. Integrated IQ Assessment - The APQ includes an associated Intelligence (IQ) assessment, providing a comprehensive view of a candidate’s capabilities.

Using assessments like PI and APQ is about more than just gathering data—it’s about truly understanding your people. When you know what drives them and where they excel, you can build a team that’s exceptional.

We’d love to chat about how these tools can help you get the most out of your team.

NEWS & EVENTS

Last Call to Sign Up!

This is your last chance to sign up for "Intro to AI Part 2 - Strategies for SMB Growth" on July 23, 2024, 8:30-11:30am, at the Coach.Win Learning Center. Designed for small and medium-sized businesses, this session will equip you with advanced AI prompting techniques, ways to enhance customer experiences, and essential data security strategies. Participate in interactive discussions, gain insights from real-world case studies, and connect with other business leaders. 🔗 Register here: bit.ly/IntrotoAIPart2

Don't Miss Out on Upcoming Events

"Intro to AI Part 3 - AI as a Competitive Advantage" on August 27, 2024, 8:30-11:30am, at the Coach.Win Learning Center

Gain valuable insights on how AI can revolutionize your business strategy. Learn how to leverage data-driven decision-making and create innovative new business models and products. This session is essential for anyone looking to stay ahead in the competitive business landscape.

🔗 Register here: bit.ly/IntrotoAIPart

Stay updated on upcoming AI events and access recordings of past events by clicking HERE.

IMPACT PLAYS

Autogrator: The New Management Role

In today's fast-paced business environment, companies need leaders who can drive effectiveness, efficiency, and joy throughout their organizations. This is where an Autogrator comes in.

The Role of an Autogrator

The Autogrator's primary responsibility is to lead digital transformation initiatives within a company. This includes:

Evaluate existing processes to identify opportunities for improvement.
Use low code/no code applications, Business Intelligence, and AI tools to digitize and streamline operations.
Leverage the power of Microsoft 365 Suite, including Power Platform, or NetSuite to drive digital transformation.
Enhance overall business performance through strategic digital initiatives.

Autogrator Certification

This certification equips individuals with the necessary skills and knowledge to become successful Autogrators. Whether aiming to assume this role within a company or seeking to hire a certified professional, this program provides a clear pathway to excellence.

Benefits of Certification

Autogrators can directly influence the efficiency and effectiveness of their company's operations.
They lead the charge in integrating cutting-edge technology into business practices.
They create a positive and dynamic work environment by streamlining processes and reducing inefficiencies.

Get Certified or Find a Certified Autogrator

Ready to transform your business? Visit the Autogrator website to learn more about the certification program. Here, you can apply for certification, find certified Autogrators, and join a community of forward-thinking leaders driving business success.

Visit the Autogrator website to learn more and take the first step towards becoming or hiring a certified Autogrator!

Company Scoreboards: Think of a football game without a scoreboard—chaotic, right? Your business needs clear, real-time metrics to keep everyone informed and focused on what really matters.
Department Scoreboards: Each department should track its own key metrics that contribute to the company’s overall success. This keeps every team member aware of their impact and aligned with the bigger picture.
Individual Scorecards: Just like players on a sports team, employees should have their own scorecards outlining their performance indicators and responsibilities. Regularly reviewing these scorecards promotes continuous improvement and personal accountability.
Workweek Rhythm: Adopt a weekly review cycle to assess performance, similar to how sports teams review game films. This helps in making quick adjustments and keeps everyone motivated.

By implementing these strategies, you can create a more dynamic and successful organization. Start tracking your progress, engaging your teams, and driving towards your goals with the precision and focus of a championship team!

Read Coach Rob Simons' full blog post HERE.

NEWS & EVENTS

Are you ready to unlock the full potential of Artificial Intelligence for your small or medium-sized business? We have two exciting events lined up as part of our "Intro to AI" series, designed to empower you with the knowledge and tools to harness AI effectively.

Intro to AI Part 2- Strategies for SMB Growth
July 23, 2024, 8:30-11:30am, at the Coach.Win Learning Center (Omaha)

This session is designed to help small and medium-sized businesses leverage AI for success. Discover practical strategies, from mastering advanced prompting techniques to enhancing customer experiences and securing your data. Participate in interactive discussions, gain insights from case studies, and connect with other business leaders. 🔗 Register here: https://bit.ly/IntrotoAIPart2

Intro to AI Part 3 - AI as a Competitive Advantage
August 27, 2024, 8:30-11:30am, at the Coach.Win Learning Center (Omaha)

Gain valuable insights on how AI can revolutionize your business strategy, from data-driven decision-making to creating innovative new business models and products. 🔗 Register here: https://bit.ly/IntrotoAIPart3

In-person and virtual attendance options are available for both events.

Visit our website for more information and to stay updated on upcoming AI events! https://coach.win/events-and-speaking

Understanding AI: A Discussion

Join Coach John as he sits down with Sridhar Sunkara from Ebiz Solutions to talk about using AI to make business tasks easier.

They chat about how to pick the right AI tools for different jobs, why training AI can be quicker and more adaptable than custom software, and how AI can help share knowledge within a company. With simple examples and clear advice, this podcast episode is perfect for anyone curious about using AI in their business.

Tune in and learn how AI can help your work! Watch the podcast HERE.

Follow Sridhar Sunkara on LinkedIn and subscribe to the Coach.Win Youtube Channel for more tips and content.

Discover the New ChatGPT-4o: Revolutionizing Business and Leadership

OpenAI has launched ChatGPT-4o, introducing groundbreaking advancements that will transform business operations, customer engagement, and data-driven decision-making. This new version offers a suite of enhanced features designed to elevate your business strategies and outcomes.

Advanced Image and Voice Capabilities: ChatGPT-4o can now interpret images and engage in voice conversations. Show ChatGPT a photo for translation or have real-time voice interactions for natural communication, enhancing both customer service and team collaboration.

File Uploads for Enhanced Assistance: Users can upload files for comprehensive assistance in summarizing, writing, or analyzing content, streamlining workflows and boosting productivity.

Improved Multilingual Support: With support for over 50 languages, ChatGPT-4o improves communication and engagement with a global audience, enhancing accessibility and effectiveness in diverse markets.

Web Browsing and Data Analysis: Integrated web browsing and advanced data analysis capabilities allow ChatGPT-4o to fetch current information and create detailed charts, enabling data-driven decision-making and competitive advantage.

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.

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.

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

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! 📩

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)

📈 Viva Goals - Join Coach Rob Simons for his YouTube series on OKRs (Objectives and Key Results) using Viva Goals (🔗link)

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.

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

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.

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.

Newsletter Archive

DECEMBER 2024

WINNING IDEAS

Spiraling Upward with AI

IMPACT PLAYS

Run Smarter & More Efficient Meeting with Decisions!

NEWS & EVENTS

NOVEMBER 2024

WINNING IDEAS

IMPACT PLAYS

Spiraling Upward With AI

NEWS & EVENTS

OCTOBER 2024

WINNING IDEAS

NEWS & EVENTS

IMPACT PLAYS

Govindh Jayaraman is now part of the Coach.Win Family!

🎧 Listen to Paper Napkin Wisdom here:

↗️ Follow Govindh and Paper Napkin Wisdom:

SEPTEMBER 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

AUGUST 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

The Power of Assessments

JULY 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

JUNE 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

MAY 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

APRIL 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

MARCH 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

“A Players” or “A Positions”?: The Strategic Logic of Workforce Management (2 minute read)

FEBRUARY 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

'AI Automation Contest'

JANUARY 2024

NEWS & EVENTS

IMPACT PLAYS

WINNING IDEAS

Harnessing the Power of Scorecards: A Game-Changer in Goal Achievement

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