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TRANSCRIPT
2017
WHY VALUES MATTER SEMINAR
©2017 3SIXTY Management Services, LLC.
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 1
CONTENTS
Trainer ..................................................................................................................................................................... 2
Key Takeaways ………………………………………………………………………………………………………………………………………………...3
Balanced Leadership ............................................................................................................................................... 4
Group Discussion………………………………………………………………………………………………………………………………………………5
Breakout……………………………………………………………………………………………………………………………………………………………6
Leadership Expectations……………………………………………………………………………………………………………………………………8
You Get What You Incent………………………………………………………………………………………………………………………………….9
About 3SIXTY Management Services……………………………………………………………………………………………………………….10
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 2
TRAINER
Rocky Romanella is an Author, CEO, Director, Keynote Speaker, Executive Advisor, and expert in
Customer Service and Leadership Development. A true storyteller, his humble, Italian charm and
innate charisma creates instant connections with a wide-range of audiences.
After an illustrious career spanning nearly 40 years focused on Supply Chain, Logistics and Transportation,
Retail, Sales and Operational Excellence Strategy at UPS – including The UPS Store franchise network and UPS
Supply Chain Solutions – Rocky became the Chief Executive Officer and a member of the Board of Directors for
UniTek Global Services, a provider of Engineering, Construction Management and Installation Services to
companies specializing in the Telecommunications field. Rocky led the company’s restructuring and sales effort
along with rapidly building the enterprise brand and developing a culture needed to integrate past acquisitions,
while creating a unified company with one vision.
Rocky is currently the Founder and CEO of 3SIXTY Management Services, LLC, a management consulting firm
specializing in Executive Speaking, Leadership Development and Consulting Services. He serves on the board of
Goodman Networks, a leading provider of end-to- end network infrastructure, field and professional services to
the wireless telecommunications and satellite television industries.
Through his executive roles and leadership advisory services, Rocky delivers results by developing and
implementing his Balanced Leadership Model™ across enterprise operations. This includes a laser focus on
customer needs, employee empowerment and the demands of shareholders.
Rocky has the rare ability to see a clear vision of the changing business landscape, the passion to develop
strategies, tactics and metrics to drive desired results, and excellent interpersonal and communication skills to
develop highly motivated teams and optimized work environments.
• Author, Tighten the Lug Nuts: The Principles of Balanced
Leadership
• CEO, 3SIXTY Management Services, LLC
• Director, Goodman Networks
• CEO and Director, UniTek Global Services
• President, UPS Retail Services and Residential Operations o Launched one of the largest rebranding initiatives in franchising history – The
UPS Store – revolutionizing the $9 billion retail shipping and business services
market
• President and General Manager, UPS Supply Chain Solutions for
the U.S. and South America Region
• Achieved the Chairman’s Award for the best performing UPS
district on multiple occasions
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 3
KEY TAKEAWAYS
Leadership is not a passive duty it is an active responsibility. The objective of “Why Values Matter” training is to
recognize how leaders demonstrate their values and set the tone from the top. This training will explore how to
provide your team members with the leadership they need to successfully reach their desired goals in concert
with your work group’s and organization’s goals.
The context of our training program includes a road map in five key areas:
1. Highly effective leaders must have balance when considering their business. Learning how to inspire
your team to take this to heart through the Balanced Leadership™ model helps leaders identify who you
are, what you stand for individually and as a business, and what you will never compromise.
2. Creating a strong value system is a key part of your culture and must be connected to your mission and
vision – from recruiting, through onboarding and annual performance reviews. We’ll examine the tools
that leaders need to guide actions and decisions that are consistent with what your people, customers
and investors believe to be your strategy.
3. Setting clear expectations for your leadership team is a strategic imperative when it comes to ensuring
alignment with your values. Dive into the process of setting Leadership Expectations as an essential
accountability tool.
4. Many factors place pressure on individuals within your organization. Sometimes with pressure comes
pain, which can motivate people to do some desperate things. We’ll explore the consequences of poor
decision making.
5. Bringing your values to life helps institutionalize them. It is a process that includes modelling what
“Exceptional Leadership Looks Like” and ensuring leadership consistently communicates expectations
throughout your organization.
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 4
BALANCED LEADERSHIP
Balanced Leadership, as represented by this triangle, is a set of principles by which to manage that helps
optimize business performance while satisfying the needs of your people, customers and stakeholders.
It doesn’t matter who you are or what your job and level, leaders are responsible for balancing the needs of
your three constituent groups –people, customers and stakeholders.
• Balanced Leaders think like a customer and ensure their people think like a customer.
• Balanced Leaders act like an owner and understand the business and what makes it profitable.
• Balanced Leaders ensure their employees and stakeholders feel like valued individuals.
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 5
GROUP DISCUSSION
Notes:
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©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 6
BREAKOUT
1. Define your business:
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©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 7
2. Your 10-point code of ethics and conduct:
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3. Policies and procedures needed to support your code of ethics and conduct:
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4. Value statement:
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©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 8
LEADERSHIP EXPECTATIONS Every organization strives to be an Employer of Choice. This starts by setting clear expectations for the leaders
in the organization. It is important for all members of the management team to be consistent in the way they
hold themselves, their peers and employees accountable.
To set that leadership standard, you may consider setting Leadership Expectations. These clearly defined
expectations, combined with your values and workplace policies, provide guidelines for you to model what
“Exceptional Leadership Looks Like.”
With that in mind, you are the model for What Exceptional Looks Like. Your actions reflect upon your people,
and their actions reflect upon your customers and, more important than anything else, become your reputation.
As we know, reputations can be created and destroyed in an instant, by even the simplest of acts.
You can take this a step further by asking your team to reflect on the Leadership Expectations, commit to them,
and lead their people every day by adhering to them. Ask them to take inventory of their current style and
practices. These are great questions to reflect on that will help you understand your leadership style and your
relationships with your people.
Example:
©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 9
YOU GET WHAT YOU INCENT
Rank 1 to 12:
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©2017 3SIXTY Management Services, LLC. | 678-438-1837 | 3SIXTYManagementServices.com 10
3SIXTY Management Services, LLC are business leaders who help companies enhance their growth
momentum through our Balanced Leadership™ Model using an assertive approach to execution and
accountability. We offer:
• LEADERSHIP TRAINING & DEVELOPMENT
Help your team become more effective and take on bigger and more significant challenges.
3SIXTY brings decades of experience in our partnership with you to tailor comprehensive
curriculum to train your team on skills that will transform your organization.
• BUSINESS KEYNOTE SPEAKING
From large conferences to smaller group meetings, our business leadership speakers work
with you to customize a message that will meet your goals and resonate with your audience.
• ADVISORS & CONSULTANTS
The 3SIXTY team has over 200 years of multi-discipline management experience within front-
line, regional, corporate and global leadership positions. 3SIXTY’s solutions help clients create
a meaningful impact that accelerates growth, streamlines process and allows you to track
results.
Contact the team at www.3SIXTYManagementServices.com.
Tighten The Lug Nuts: The Principles of Balanced Leadership Written by Rocky Romanella: explore the
ways a true leader can add value as a
trusted advisor, mentor, and visionary.
Learn a process approach to lead your
organization and its people to new levels
of success.
Connect with Rocky on these social platforms: