Mastering the Rockefeller Habits

·         Team members understand each other's differences, priorities, and styles

·         The team meets offsite every few months for strategic thinking and renewal

·         The team is having fun together

2. Everyone aligned with #1 thing that needs to be accomplished this quarter to move company forward

• 5 priorities (Rocks) are identified and ranked for the quarter
• A Critical Number is identified and aligns with the #1 priority
• A Quarterly Theme is established that brings the key priority/Critical Number alive
• A scoreboard for the Critical Number is posted and Theme announced
• All employees know what the Celebration/Reward will be

3. Communication rhythm is established.  Information moves through organization accurately and quickly

• All employees are in some kind of a daily and weekly huddle
• Huddles cascade from senior management to frontline or visa versa

4. Every facet of the organization has a person assigned with accountability for ensuring goals are met

• Income (P&L), Cash Flow, & Balance Sheet statements have persons assigned to each line item
• An accountability chart has been created

5. Ongoing employee feedback and input is systematized to remove obstacles and identify opportunities

• Employee hassles/ideas/suggestions/issues are being collected weekly

·         There is a systematic process for addressing issues and opportunities

·         Thank You cards are being written every week by senior management

 6. Reporting and analysis of Customer Feedback data is as frequent and accurate as financial data

·         All employees are involved in collecting customer data

·         There is a person assigned accountability for customer feedback

·         All senior leaders communicate with at least one customer weekly

7. Core ideologies are "alive" in the organization

·         Core ideologies are discovered and defined

·         Stories are being shared of employees who represent the ideologies

·         Core ideologies are included in appraisal and recognition processes

8. Clear understanding of the firm's market position drives strategic planning and sales and marketing

·         Brand Promise and market (Sandbox) are clearly defined

·         The organization is aligned around 5 key strategies (Thrusts/Capabilities) for growth

9. All employees can report at any time what their productivity is and how it compares against goals

·         Smart Numbers (key performance indicators) are identified for the organization

·         Weekly measures for each individual/team are clearly displayed and reviewed

10. A "situation room" is established for the weekly executive team meeting

·         Smart Numbers and Critical Numbers are posted bigger than life with goals clearly shown

·         Data is presented graphically to help visualize trends

·         Core ideologies, priorities, and market maps posted