Creating Clarity With Your Company Playbook

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BROKERAGE

Lessons learned from Organizational Expert Patrick Lencioni.

As we head towards 2020, your entire team must understand and fully buy into your organizational purpose, values, goals, and the shared roadmap for success. A Company Playbook can ensure company-wide clarity and alignment and will pave the way for scalable growth.

In his book, The Advantage, Patrick Lencioni insists that leaders answer these six questions in their Company Playbook:

  1. Why do we exist?
  2. How do we behave?
  3. What do we do?
  4. How will we succeed?
  5. What is most important —right now?
  6. Who must do what?

The answers should be concise, actionable, and reviewed regularly. The Playbook should be used for all decision-making, company communications, and strategic planning. It‘s your go-to roadmap for developing and maintaining a thriving company culture equipped for success.

Once you have your Company Playbook, consider creating a complementary Operations Playbook, which outlines how you function internally and how you deliver your products or services. Likewise, a Sales Playbook includes your elevator pitch, customer profiles, and messaging pillars.

Your Company Playbook should become a core part of your company DNA, referenced at all strategic planning meetings and retreats, updated regularly, and easily accessible to every member of your team.

Do you have a Company Playbook that will give you the clarity you need and help you succeed in 2020 and beyond?

Jill Beconis

Jill Beconis is a strategic coach and CEO strategist with Jill Belconis Enterprises Inc.

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This article originally appeared in the October 2019 issue of the REAL Trends Newsletter. It is reprinted with permission of REAL Trends, Inc. Copyright © 2019. To read the rest of this issue & more, please visit our Real Trends page online.

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