The training programs and workshops offered by Cascadia are designed to strengthen and expand the capacity of an organization’s core foundation in four areas. Using our balance scorecard we look at your business from the:

  • Customer & Client perspective
  • Financial perspective
  • Operations perspective
  • Innovation and Growth perspective

Once we know where you stand and where your development needs are, we implement specific training programs, workshops and presentations aimed at helping you get there. Each of the following are customized to meet the client’s individual needs and can be delivered as a speech, half day, full day or multi day workshop.

CUSTOMER & CLIENT PERSPECTIVE:

The Business Development Scorecard: Linking People, Strategy And Performance

Even the smallest organizational, financial, or functional disconnect can have a major impact on your bottom line. In this fast-paced, hands-on program, participants will gain a clear understanding of the value and purpose of having a balanced scorecard. We will focus on five functional areas and walk participants through a prioritization process based upon a value-add methodology. Participants will learn new skills and strategies to motivate their teams for success.

Together we will:

  • Discuss why functional balance is necessary to drive long-term profits
  • Review key performance indicators and conduct a functional analysis to better define the current state of your business metrics
  • Identify pressure points that negatively impact your unique organizational flow
  • Explore a variety of scorecard elements and designs to determine the best metrics for your company
  • Identify behaviors that jeopardize successful scorecard deployment
  • Discuss how scorecards can help you leverage strengths and connect with key resources

FINANCIAL PERSPECTIVE:

Financial Management 101

As a business owner or manager, you must “Know Your Numbers™.” No business owner can afford to ignore money or its impact on a company’s future. It is time to get real and take a close look at your company’s financial health. It is time to break out of ignorance and into power by tracking your organization’s success in a powerful way, with real numbers.

In this hands-on training program, you will learn how to look at your numbers, ask yourself and your team the hard questions, and hold everyone accountable for results. Instead of shying away from finance and accounting, you will learn to approach these important business functions head on. By the end of this program, you will be a more confident, powerful leader capable of building a business with a long and strong future.

Together, we will:

  • Discuss why accounting is not scary, but easy
  • Learn how to easily read financial statements
  • Identify the real numbers that drive your company’s success
  • Discover what your advisors can’t tell you or do for you
  • Explore why numbers, not feelings, are what drive your business
  • Learn how to create accountability for your whole team, without fear
  • Discuss why you are the only one who cares about your money
  • Identify and understand your business’s “time warp”

Small Business Success: Planning For Profitability

In this turbulent economy, the importance of ongoing business planning cannot be underestimated. Establishing a clear, concise, and consistent planning process is the best way for business owners to overcome the challenges we all face.

In this interactive session, we will explore a variety of planning methods to determine which is best for your business. We will develop a sample 90-day plan — a proven process that enables businesses to clearly identify and leverage key resources, increase daily performance, maximize utilization of their people, and ultimately enhance profitability.

Together, we will:

  • Explore the various planning methodologies and discuss how to select the proper process for your organization
  • Identify the components of a strategic profit plan
  • Learn how to translate your company’s vision and mission into measureable, realistic objectives
  • Review organizational-assessment techniques that can help eliminate planning issues
  • Identify common challenges associated with building a strategic profit plan
  • Learn how to develop goals, align strategies, and leverage resources to increase profit potential
  • Explore various feedback options that enable a continuous flow of information
  • Incorporate accountability and transparency into plan execution

OPERATIONS PERSPECTIVE:

Lean Small Business

Every organization faces the challenge of overcoming operational inefficiencies, managing projects, and aligning systems and processes. Ignoring the value of creating a lean culture can result in increased costs, decreased morale, and limited organizational progress.

The alternative is to understand the concept of “lean” in a way that enables your organization to better stabilize processes and functions, build high-functioning teams, and reduce unnecessary waste of your most valuable resource … your people. In this highly-interactive workshop, participants will explore the basic concepts of “lean” and learn how to apply them in today’s small business.

Together, we will:

  • Explore how and when the concept of lean originated
  • Introduce the key principles of lean and discuss how they apply to your company
  • Explore why waste occurs in small businesses and identify the “value” of continuous improvement
  • Learn how to identify and understand your organization’s current state, workflows, behaviors, and patterns
  • Explore various methods for developing a lean culture
  • Learn the value of putting people before products and services
  • Identify key roles in leading the establishment, communication, and transformation of lean
  • Incorporate accountability and transparency into plan execution
  • Learn how to develop lean goals, better align strategies, and leverage resources to increase profit potential
  • Discuss common barriers and challenges experienced during implementation
  • Create a customized organizational plan to more effectively manage your journey to a more lean company

Effective Performance Reviews: Linking People, Performance & Strategy

Whether you’re a first-time supervisor or a seasoned executive conducting performance reviews, aligning expectations to organizational strategies is critical. An effective review is about more than simply examining an employee’s past achievements. It’s about aligning performance with your overall business strategy and setting individual goals for the future. In this program, you will gain valuable insights into developing a balanced review process that supports a productive workforce, standardizes the review processes, and drives organizational success.

Together, we will:

  • Explore the connection between strategic direction and performance management
  • Identify significant issues impacting performance and potential implementation challenges
  • Introduce various performance-review systems and explore best practices
  • Redefine the purpose of the review process and learn how it can be used to create performance momentum
  • Examine the performance-management cycle, including the key roles and responsibilities, and necessary skills sets
  • Gain a clear understanding of how generational and personality differences impact performance
  • Identify the key steps in a performance-review session
  • Explore best practices in writing effective employee reviews
  • Discuss how to provide constructive feedback
  • Learn how to leverage employee reviews to establish future goals
  • Identify additional efforts that support, facilitate, and drive long-term performance results

INNOVATION AND GROWTH PERSPECTIVE:

Professional Excellence: A 360-Degree Evaluation

Personal perception plays a critical role in how we approach the on-going challenges and opportunities presented in our professional lives. Beyond the daily chore of managing resources and responsibilities, we must develop new skills and characteristics that enable us to reach our goals. In this interactive, customized workshop, participants will learn how to eliminate barriers, manage personal pressures, and appropriately frame their daily experiences in today’s ever-changing professional environment.

Together, we will:

  • Explore the significant issues that generate fear and discuss how they prevent us from reaching our full potential
  • Identify the individual behaviors, values, and beliefs that drive our performance dynamics
  • Improve self awareness and resiliency
  • Define the roles, responsibilities, and skill sets needed to drive your performance ability
  • Discuss the importance of challenging our perceptions, seeking new skills, and creating personal “stretch” goals
  • Increase your emotional-intelligence quotient (EQ)
  • Improve personal communication and networking skills
  • Explore your personal contribution style and determine how to leverage it to achieve team goals
  • Commitment to “Personal Responsibility In Daily Efforts” (P.R.I.D.E.)

Managing Organizational Conflict

Conflict is an inevitability when diverse groups of people come together to achieve a common goal. While workplace conflict is to be expected, ignoring it can dampen employee morale, decrease effectiveness, and limit organizational progress. The alternative is to understand conflict in a way that enables your organization to drive innovation, build a highly-effective team, and reduce risk. In this interactive, customized workshop, participants will explore the nature and cause of conflict in the workplace, discover how our personal style impacts conflict outcomes, and acquire key conflict-resolution skills.

Together, we will:

  • Analyze pre-session surveys and map unique team patterns
  • Explore why organizational conflict occurs and how that can be a good thing
  • Determine the significant issues and daily distractions that lead to conflict
  • Identify and gain understanding of individual interactions, behaviors, and patterns
  • Conduct a brief functional review and identify conflict trigger points
  • Learn four steps for resolving personal and organizational conflict
  • Create a personalized organizational plan to more effectively manage conflict

Generational Overview: Leveraging The Differences For Strategic Success

Generational differences can make or break a company. That’s why understanding generational diversity — and the impact on our people, performance, and profitability — is critical for today’s business leaders.

In this fast-paced program, we will explore the fundamental mindsets, workplace dynamics, and performance characteristics of each generation. Using workplace scenarios, strength-based management techniques, and a structured case-study format, we will examine the direct and indirect implications for employers, organizations, industries, and communities.

Together, we will:

  • Establish a foundation of understanding focused on key motivators, tendencies, risks/rewards, and development needs
  • Use a five-point functional assessment to explore how generational differences impact your people, profits, and performance management
  • Explore common differences and expectations relating to work, employer relationships, professional development, work/life balance, communication, and employee retention
  • Learn how to structure your company’s work environment and operational workflow to leverage the generational characteristics that support your strategic initiatives
  • Identify key performance indicators and strategies to manage the risk of generational misalignment