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Make It Happen Tipsheet

  • Reframing: The power of yet and the power of yep

    Reframing: The power of yet and the power of yep

    The technique is called Reframing. YET reframes a negative belief into one that opens the possibility to growth and mastery. Another example of reframing is the “power of YEP” (or if you prefer, the power of YES.) Like YET, the reframing happens internally. Consider when you are asked whether something [More]

  • Wiring Brand Values to Corporate Strategy: A Call to Action

    Wiring Brand Values to Corporate Strategy: A Call to Action

    Whether directly or indirectly, so much of the work we do with leaders and their organizations speaks to building brand values and culture, and how that impacts their growth. As an organization: 🤔 Who are you really? And who do you want to be? 🤔 Is your culture strong on [More]

  • Using Video in a Leadership Retreat

    Using Video in a Leadership Retreat

    As a rule, I would not want the camera running throughout the retreat. But as the meeting facilitator, I recognize that video can be a powerful tool, especially when used strategically. And especially when one considers how the video can be used well beyond the retreat itself. Here are five [More]

  • Building an AI Policy Template

    Building an AI Policy Template

    Our AI Resource Kit includes an Employee AI Acceptable Use Policy template, which includes the following 10 elements: Maintain Confidentiality: Do not embed into prompts anything that is either confidential to the organization, or that the organization has a duty to keep confidential (eg client or partner details, even if [More]

  • CRM: The One Source of Truth

    CRM: The One Source of Truth

    Unfortunately for many, it lives in a number of places, beyond the CRM: Excel spreadsheets Post-it notes Handwritten or computer notes from meetings. (Still using “moleskin” books?) Email correspondence Conversations at networking events And more What each of these things have in common: they are not the “single source of [More]

  • Defining a leadership retreat’s objectives

    Defining a leadership retreat’s objectives

    When planning retreats, there's often a gap between the initial ask and the deeper organizational needs – a gap that can only be bridged through careful investigation and honest dialogue. So here are five key factors that can bridge the gap (credit to the Braintrust Professional Institute): 1) Pre-retreat Intelligence: Beyond [More]

  • Why you should never use an internal retreat facilitator

    Why you should never use an internal retreat facilitator

    As a member of the leadership team, you’ve been tasked with organizing the annual offsite for your team. Inevitably, a question comes up: should I plan and facilitate the meeting myself, or hire an external person or company to do this? To answer this question, it’s important to recognize that [More]

  • Getting Better at Closing the Sale

    Getting Better at Closing the Sale

    If you’ve ever said – or heard someone say – that they need to get better at closing the sale, it’s very easy to agree: “Yes, you need to do better”. But is the focus on “always be closing” correct? Is there a cheat code that can be used to [More]

  • The goal of a retreat is not a retreat…

    The goal of a retreat is not a retreat…

    It’s that time of year again – the annual management retreat. It’s at an exciting venue, and you’re looking forward to a great time. There is a fun behind-the-scenes tour of a local business, several gourmet meals from a Michelin-starred chef, and to top it all off, a ton of [More]

  • The Retreat Expectations Gap: What Clients ask for vs what they need

    The Retreat Expectations Gap: What Clients ask for vs what they need

    As a leader, when you identify a problem and propose a solution – whether it's leadership training, a retreat, or coaching – how can you be sure that there isn’t a gap between your understanding, and the underlying organizational reality? Understanding this gap can mean the difference between addressing a [More]

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