Tool Kit to Enable Individuals, Teams, and Businesses

Weekly Tools from our Toolkit, enabling our collective succes.

  • Leveraging the First 90 Days

    Toolkit Tuesday: Leveraging 'The First 90 Days'

    Today, I'm sharing a tool from my toolkit that has been invaluable in my career transitions: the book "The First 90 Days" by Michael D. Watkins. This framework is incredibly beneficial whether you're expanding roles, moving into leadership, or transitioning from a line level to an enterprise level role.

    Attached is a quick summary of the book.

    "The First 90 Days" provides a clear, actionable roadmap for anyone stepping into a new role. It's a must-read for those looking to make a strong impact from day one.

    Check out the book for more detailed insights and strategies to help you succeed in your new role! Thanks to Edgar Aguilar for sharing this tool with me early in my leadership journey, it has become a core part of my toolkit, and is leveraged often!

    hashtag#ToolkitTuesday hashtag#Leadership hashtag#CareerDevelopment hashtag#TheFirst90Days hashtag#ProfessionalGrowth

    https://lnkd.in/gTwf76dG

  • Never Eat Alone - Networking at it's Best

    Toolkit Tuesday: Networking - 'Never Eat Alone'

    In this second edition of 'Toolkit Tuesday' I am sharing a resource that I have shared with countless family members, friends, and clients, and it is truly a resource that shifted my career trajectory. Shout out to Rob Barrale for his wisdom in pointing me to this great tool! Not all my tools will be reading resources, this one is just a great follow on from the first tool shared, and a great resource for personal and professional growth. Here is a summary from the book:

    https://lnkd.in/gAw2AYFE

  • Successful Meetings - F.O.C.U.S Framework

    Today's Toolkit Tuesday Update: Creating a Successful Meeting - Introducing the F.O.C.U.S. Framework

    Step 1: Formulate the Purpose

    Before the meeting, clearly define the problem the group is working to solve or the specific question that needs answering. What’s the core issue on the table? Identifying this purpose is the first step in ensuring everyone is aligned and ready to contribute meaningfully. As an example, Instead of a topic titled “Budget,” consider a question such as, “How will we reduce our technology spending by 1M by the end of Q4”?

    Step 2: Outline Expected Outcomes

    List the expected outcomes and decisions that need to be made during the meeting. What are the goals? Whether it’s collaborating across business teams, generating ideas, or making a final decision, outlining these outcomes helps participants stay focused and ensures the meeting stays on track. It also helps invitees understand if their expertise will be helpful in the meeting, or if other expertise is needed.

    Step 3: Conduct the Discussion

    Engage the group in a focused and collaborative discussion. Keep the conversation aligned with the meeting’s purpose and driving towards outcomes. Create a safe environment where participants can openly debate, and challenge ideas to get to the best outcomes. Encourage participation and ensure all voices are heard.

    Step 4: Underline Decisions and Actions

    At the end of the meeting, summarize the key decisions made. Document what actions are needed, who is responsible for each task, and set clear deadlines. This is crucial for accountability and ensures that the meeting leads to tangible results.

    Step 5: Send Follow-Up Notes

    Within 24 hours, send out meeting notes summarizing the purpose, outcomes, decisions, follow-up actions, and assigned accountabilities. This reinforces the meeting's success and keeps everyone on track.

    By using the F.O.C.U.S. Framework, you’ll turn meetings into productive sessions that drive real progress. If not the meeting organizer to apply the framework to their meeting. Remember, every successful meeting is one step closer to achieving your broader goals.

    hashtag#ToolkitTuesday hashtag#MeetingProductivity hashtag#Leadership hashtag#FOCUSFramework

  • Master Your Processes with SIPOC!

    Today you learn to 'Master Your Processes with SIPOC!'


    Are you or your team diving into process work or inheriting existing ones? SIPOC is the tool you need to get everyone on the same page! 🌟


    What is SIPOC? SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers. It’s a powerful Six Sigma tool that breaks down processes at the highest level, making it clear who’s involved, what’s needed, what the process does, and who it impacts.


    Why Use SIPOC?


    Simplicity: It’s a straightforward way to map out any process.


    Clarity: Helps your team understand the key elements of the process.


    Alignment: Ensures everyone knows who they’re impacting and how.


    Versatility: Perfect for both new teams and seasoned teams inheriting processes.


    How to Get Started:


    List Your Suppliers: Who provides the inputs for your process?


    Identify Inputs: What resources, data, or materials are required?


    Define the Process: What are the key steps involved?


    Determine Outputs: What does the process produce?


    Know Your Customers: Who receives the output?


    SIPOC is your go-to starting point for process improvement and team alignment. Whether you're streamlining an existing process or tackling a new one, this tool helps you see the big picture and work more effectively.



    I use this tool to understand any new process that is within my work focus. I don't always use the template, but I use it as a guide to ask the key stakeholders questions. I find in some cases processes have changed ownership multiple times and even the existing teams don't have a good understanding of all the inputs and the stakeholders/customers. The simple set up questions combined with the high level process map become a powerful tool for team clarity and progress!

  • Control the Controllables

    Toolkit Tuesday time! This week we have a simple yet powerful diagram included below titled ' Control the Controllables'
    In the face of change, challenging environments, or complex projects, it's easy to feel overwhelmed by factors outside our control. That’s where the 'Control the Controllable' Diagram comes into play. This tool helps you channel your energy into areas that truly matter—what you can control and influence—steering you closer to your desired outcomes. This can reduce overwhelm and anxiety and keep your focus on the work that will drive to your goals. I use this particular tool all the time, at work and at home (just ask my kids - we created one to help us navigate our time at home during the early COVID19 days).
    I actually just used it yesterday as I was preparing to go to a women's leadership' networking event. These events do not come natural for me, and therefore I can get anxious or worse talk myself into not going. Instead, I used my friend the Control the Controllable diagram - here is how I used it:
    Example: Preparing for a Networking Event
    When gearing up for a networking event, there were aspects within my control:
    Attitude: I chose to approach the event with positivity and openness.
    Preparation: I researched attendees and rehearsed my elevator pitch.
    Mindset: I focused on being present and engaging.

    I could also influence:
    Who I Met With: By seeking out specific individuals and initiating conversations.
    How Many People I Meet With: by setting a goal time is effectively managed at the event
    Follow-Up Actions: By planning and executing thoughtful follow-ups with new connections.

    However, some factors were beyond my control:
    Who Attended: The guest list was out of my hands.
    Who Wanted to Meet with Me: Not everyone would be interested in connecting.

    By directing my focus on what I could control and influence, I maximized my effectiveness at the event and minimized the stress of uncontrollable factors.
    This approach isn’t just for networking—it’s a game-changer in any situation where uncertainty looms. Next time you’re navigating a challenging environment, remember control what you can, influence what you must, and let go of the rest. I was introduced to this tool by Andrea Butcher while I was in leadership at Mastercard and it has stuck with me ever since! Thanks Andrea!
    hashtag#Leadership hashtag#ProjectManagement hashtag#Mindset hashtag#ChangeManagement hashtag#Networking hashtag#ToolkitTuesday

  • Empowering Direct Peer to Peer Feedback SBI-R Feedback Model

    🔧 Toolkit Tuesday: Empowering Direct Conversations -SMI+R Framework

    In any organization, challenges and misunderstandings are inevitable. But how we address them can make all the difference. One of the most valuable tools we can offer our teams is a structured framework for direct, employee-to-employee conversations before issues escalate to leadership.
    Why is this important?
    🔹 Fosters a Culture of Trust: Encouraging open dialogue builds a foundation of trust and respect among team members. It empowers employees to resolve conflicts independently and strengthens relationships.
    🔹 Speeds Up Resolution: When employees feel equipped to address issues directly, resolutions can be reached more quickly, avoiding unnecessary delays and reducing the workload on leadership.
    🔹 Encourages Ownership: Giving employees the tools to manage their challenges fosters a sense of ownership and responsibility. They learn to navigate difficult conversations, a crucial skill in personal and professional growth.
    🔹 Minimizes Escalations: Not all issues require leadership intervention. By promoting direct communication, we can ensure that only the most complex or sensitive matters reach leadership, allowing for more effective use of everyone’s time.
    The framework doesn’t have to be complicated. It can be as simple as setting clear expectations, providing conversation guides, and offering training on effective communication skills.
    Let’s empower our teams to speak up, listen actively, and resolve challenges together. In the long run, it builds a more resilient and collaborative organization.
    A framework I recommend is SBI+R (Situation, Behavior, Impact, Recommended Behavior - note if you look for this you will only see SBI, I added the R) Framework:
    This model involves describing the situation, explaining the behavior observed, and outlining the impact of the behavior on the team or individual, and then providing an example of what a recommended/preferred behavior could be. The SBI+R Model is a powerful tool for delivering clear, focused feedback. This model helps to avoid generalizations and focuses on specific instances to facilitate better understanding and subsequent improvement.

    Benefits of Using the SBI Model
    Clarity: The SBI Model ensures that feedback is specific and clear, reducing the chance of misunderstandings.
    Objectivity: By focusing on observed behaviors rather than personal attributes, the SBI Model helps to maintain an objective perspective.
    Solution-Oriented: The model encourages dialogue and collaboration to find solutions and improve future performance.

    How do you encourage direct communication in your teams? Share your tips below! ⬇️
    hashtag#ToolkitTuesday hashtag#Leadership hashtag#Communication hashtag#Teamwork

  • GROW Feedback Model

    Toolkit Tuesday: The GROW Model for Coaching Success
    Last week we reviewed a tool supporting peer to peer feedback. This week I am including a tool that can be used leader to employee, project manager to team member, or mentor to mentee. It is called the GROW model.

    Whether you're leading a team, mentoring an employee, or guiding someone through a career challenge, the GROW model offers a simple yet powerful framework for driving meaningful progress.

    What is GROW? It stands for:
    Goal: What do you want to achieve? Setting a clear, tangible objective is the first step toward success.

    Reality: Where are you now? Honest reflection on the current situation helps define the gap between where you are and where you want to be.

    Options: What could you do? Exploring all possible strategies and solutions opens the door to creative thinking and problem-solving.

    Will/Way Forward: What will you commit to? Deciding on actionable steps and ensuring accountability are key to making progress.

    How It Works in Coaching: By following the GROW model, coaches help individuals clarify their vision, face their current reality, brainstorm solutions, and commit to actions. It empowers the individual to take ownership of their growth while guiding them to breakthrough moments.

    ✨ Practical Application Example ✨ Imagine an employee struggling with time management. Using the GROW model:

    Goal: Help them define a more organized, productive workday.
    Reality: Discuss their current habits and barriers to efficiency.
    Options: Brainstorm different time management strategies or tools.
    Will: Agree on 1-2 specific steps they’ll implement, such as using a daily planner or limiting meeting time.

    The GROW model fosters constructive conversations and supports personal and professional development.
    How are you using the GROW model in your coaching or leadership? Let’s discuss in the comments! hashtag#ToolkitTuesday hashtag#Leadership hashtag#Coaching hashtag#GROWModel

  • Good to Great- Top 5 Leadership Lessons

    It’s Toolkit Tuesday and today we are back to my book shelves with the top 5 lessons from one of the greatest books on leadership- ‘Good to Great’ by Jim Collins.

    Level 5 Leadership: Great companies are led by Level 5 Leaders who blend personal humility with professional will. These leaders are ambitious for the company, not themselves.

    First Who, Then What: Successful companies focus first on getting the right people on the bus and the wrong people off it before deciding on the direction to take.
    Confront the Brutal Facts: Great companies face the reality of their situations honestly and openly, using these facts to drive decisions and improvements.

    Hedgehog Concept: To achieve greatness, companies need to identify their core passion, what they can be the best in the world at, and their economic engine—then focus relentlessly on that.

    Flywheel Effect: Success doesn’t come from one big push but from a series of consistent, incremental efforts that build momentum over time.

    Guarantee this book will be one that stays on your shelf and is referenced often.


  • Well-Being in the Workplace

    Toolkit Tuesday: Since I am on vacation this week I thought it was a good idea to focus on some great ways to relax:

    🌿 Tools for Relaxation: Enhancing Well-Being in the Workplace

    In today’s fast-paced world, finding time to relax is crucial for maintaining our well-being and productivity. Here are some effective tools to help you unwind and recharge:

    Mindfulness Meditation Apps: Use apps like Headspace or Calm to guide you through mindfulness practices that can reduce stress and improve focus.

    Breathing Exercises: Simple techniques, such as the 4-7-8 breathing method, can quickly calm your mind and body. Inhale for 4 seconds, hold for 7, and exhale for 8.
    Nature Walks: Spending time outdoors can boost your mood and clear your mind. Even a short walk can provide a refreshing break.
    Creative Outlets: Engage in activities like drawing, writing, or playing music. Creative expression can be a powerful way to relax and process emotions.

    Scheduled Breaks: Incorporate short breaks into your day. Use this time to stretch, hydrate, or simply step away from your workspace.

    Mindful Journaling: Write down your thoughts and feelings to gain clarity and perspective. This can be a great way to reflect and reduce anxiety.

    Prioritizing relaxation is essential for our mental health and overall productivity.

    hashtag#Wellbeing hashtag#WorkplaceWellness hashtag#Mindfulness hashtag#RelaxationToolsDescription goes here

  • Self-Review Tips

    🌟 Toolkit Tuesday: Self-Review Tips for October 🌟
    As we kick off October, many of us are diving into self-reviews. Here are some strategies to make yours stand out:

    1. Less is More: Avoid listing every task; focus on what truly matters. For example, instead of detailing every project, highlight a few key achievements that had significant impact.

    2. Value Statements: Highlight how your unique skills drove real value for the organization. For instance, discuss how your data analysis skills led to a 15% increase in efficiency in a major project.

    3. Outcome-Oriented: Emphasize the outcomes of your efforts and how they align with the company's objectives. For example, if you implemented a new process that saved time, quantify that savings and relate it to company goals.

    4. Innovation: Include contributions beyond your role, such as diversity initiatives, speaking engagements, mentoring, or stretch assignments. Perhaps you led a diversity workshop or mentored new employees, showcasing your commitment to a collaborative culture.

    5. Inventory of Growth and Development Needs: Take stock of what you’re actively doing to increase your capabilities. List courses you’ve taken, skills you’re developing, or professional networks you’ve joined. Tie this back to the feedback you have received throughout the year or from your own assessments. For example, you might mention completing a leadership course or participating in a professional association that enhances your expertise. Be sure to include where you need support from your team or leadership.

    Let’s make our self-reviews low stress and impactful!

  • The Art of Being Yourself by Caroline McHugh

    Toolkit Tuesday: The Art of Being Yourself by Caroline McHugh
    Being truly authentic is a game-changer, both in life and leadership. In her powerful TEDx talk, The Art of Being Yourself, Caroline McHugh dives deep into what it means to be your most authentic self. I had the unique opportunity to spend a day with Caroline and a group of Mastercard leaders, one of my most favorite and revisited memories.

    Here are the top considerations to guide you on this path:
    Understand Your Unique Identity 🌟
    Being yourself starts with knowing who you truly are, beyond labels, roles, or expectations. Embrace your individuality and recognize that no one can be you better than you.

    Differentiate Between Ego and Essence 🧠💫
    Your ego is shaped by external perceptions and comparisons. Your essence is who you are at your core, independent of outside influences. Focus on nurturing your essence to live more authentically.

    Be Comfortable with Being Uncomfortable 😌
    Authenticity often means standing out and being different. It requires courage to be unapologetically yourself, even when it’s uncomfortable or when others don't fully understand.

    Be Consistently Yourself Across All Spaces 🌐
    True authenticity means being the same person in all areas of life—whether at work, home, or social settings. Don’t wear masks to fit in; instead, bring your full self wherever you go.

    Embrace Your Imperfections 💪
    Authenticity is not about being perfect; it’s about being real. Your strengths and weaknesses make you human. Own your flaws as part of your unique journey—imperfections can be your greatest strength.

    Caroline McHugh's message is clear: the world needs more people who are comfortable in their own skin. By embracing your authentic self, you unlock your full potential.
    https://lnkd.in/g8K7E4dT
    Description goes here

  • Conscious Leadership: Above the Line and Below the Line Thinking

    Toolkit Tuesday: The Power of Conscious Leadership

    Leading consciously with an open mindset can drive exceptional outcomes and foster continuous learning within our teams. By being aware of our thoughts and behaviors, we empower ourselves and others to reach their full potential.

    One valuable resource to explore this concept is the "Above the Line, Below the Line" thinking video (https://lnkd.in/gezkDvdd). This tool not only enhances our individual leadership awareness but also encourages team members to challenge and support one another in maintaining an above-the-line mindset.

    Let’s leverage this approach to create a culture of accountability and growth