The Whole PIE System™ is a simple but highly effective small business management structure that helps business owners break the cycle of frustration, inefficiency, and unmet objectives, so that you can achieve more of your goals and get more of the results you want in your business, faster.
Our unique "triple-bottom line" approach focuses on helping your business generate more PROFIT, create more IMPACT in the communities you serve, and become more ENJOYABLE to build, lead, and manage.
If you're a business owner, the Whole PIE System™ will help you:
- Run your business more efficiently
- Find more time in your week
- Implement simple but powerful action plans to get results faster
- Run effective, laser-focused meetings
- Be more focused, disciplined and accountable
- Resolve recurring problems once and for all
- Simplify decision-making
- Identify and monitor key business metrics
- Clarify core processes
- Easily and effectively evaluate your people
- Manage change and make it stick
- Utimately, generate more profit, impact and enjoyment in your business
The System can be implemented into any small business, in bite-sized chunks. We’ll start by assessing your current state and end with the Whole PIE System™ in place.
There are two essential and equally important elements of the Whole PIE System™: The FOUNDATION and the FLYWHEEL. We will help you build both of these into your business.
THE FOUNDATION: Increase efficiency by aligning the 4Ps of your business
Purpose:
What are you trying to accomplish and why?
- Purpose Statement
- Vision Statement
- Core Values
Process:
How can you systematize doing what you do?
- Core Functions
- Key Processes
- Simplified Operating Manual
Planning:
What is the roadmap that will get you there?
- 3-Year Plan
- 1-Year Plan
- Quarterly Picture
People:
Who do you need to help you get there?
- Functional Accountability Chart
- Right People
- Right Seats
THE FLYWHEEL: Drive results with data-driven accountability
1. Ownership of Strategic Goals
- Key building blocks assigned to one person only
- On track or off track
2. Identify and Measure Key Data
- The key metrics that give you the pulse of your business
- The Key Data Tracker
- Weekly / monthly
3. Effective Problem-Solving System
- Parking lot for your issues, problems and opportunities
- “Give some PDA to your IPOs”
4. Structured Meeting Cadence
- Weekly – 90 minutes – same time same place
- Quarterly – full day
- Annually – 2 days
The Whole PIE Pathway™: The step-by-step process you'll follow to move from your current state to getting the Whole PIE
- Assess Current State
- Clarify Vision & Mission
- Clarify & Test Core Values
- Create 1 page 90-day Plan
- Create 1 page 1-Year Plan
- Create 1 page 3-Year Plan
- Identify & Track Key Data
- Identify & Resolve Recurring Problems
- Implement Weekly Meeting Cadence
- Evaluate if Right People are in Right Seats
- Clarify & Document Key Processes
- Identify Core Functions
- Manage Change & Make it Stick
- Quarterly and Annual Review & Planning
- The Whole PIE
The Whole PIE System™ includes 18 practical business-building tools to help you get results faster.
Four of these tools are the cornerstones of the System. These four tools alone, if implemented and used weekly in your business, will increase your focus and efficiency and help you get better results (while enjoying the process of doing so):
- The Big Picture™
- The Quarterly Picture™
- The Key Data Tracker™
- The 6-Item Meeting Agenda™
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