Executive Alignment Workshop

A practical workshop for Executives and Emerging Leaders who want to break down silos, improve communication and optimize their entire business.

Executive Alignment Workshop

This workshop helps Executives and Emerging Leaders to break down silos, improve communication and optimize their entire organization.

This workshop is based on the Organization Plan 5-Step System, which helps Executives to develop an integrated decision making approach which allows them to take care of priorities and keep an eye on the big picture.

Key learnings include:

Gord Sheppard - Leadership Coach, Facilitator, Organization Consultant
Gordon Sheppard - Business Expert Solutions

“Only 29% of employees say that their leaders vision for the future always seems to be aligned with the Organization’s.”

Forbes

The Organization Planning System

Executive Alignment Workshop - By Business Expert Solutions

The ‘Executive Alignment Workshop’ is based on the 300+ page Organization Planning System.

This highly-detailed approach can be used to start your own Organization Plan.

It features:

  • Key questions you should answer about all major areas in your business
  • Communication improvement recommendations
  • Detailed processes and prompts to make sure you aren’t missing any essential  insights
  • A detailed ‘dashboard’ which serves as the ultimate checklist to optimize your entire business!
Organization Plan Dashboard - By Business Expert Solutions - Gord Sheppard

Key Learning Objectives

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1. Understanding the Importance of Executive Alignment

Executives know what they know to make their area of the business successful, but they often don’t have enough awareness of other areas.

Executives who take this workshop will learn the importance of building cross functional understanding in order to optimize decision-making. They will also understand the importance of improving communication between each other so they can generate the best outcomes for themselves and their entire business.

2. Learning the Organization Planning 5-Step System

In this workshop executives will learn the Organization Planning 5-Step System which includes Strategy, Work Plan, People, Operations and Results.

Within each section is a detailed approach that helps leaders learn how to break down major issues into manageable chunks, while simultaneously keeping their eye on the big picture.

Strategy

Topics covered in this area include learning what to do before you build your strategic plan including doing an external analysis, product/services review, risk register and more.

Executives will also learn the essentials of how to build a strategic plan, along with developing a mini communication plan to inform key stakeholders about their strategy.

Work Plan

Nobody wants to see their strategic plan sitting on the shelf collecting dust. So, Executives in this workshop will learn how to build a practical work plan that will ensure that the strategy gets fully executed.

People

You can’t move your strategy and work plan forward without the right people.

So, in this workshop Executives will explore how to optimize themselves, their staff and even their boards.

Key topics include understanding roles/responsibilities, building the right organization structure, learning how to build a great work culture and more.

Operations

This section of the workshop will help Executives appreciate what’s happening across all areas of operations.

Not only will they gain a high-level understanding of a wide variety of areas including HR, IT, Legal and Admin, but they will also learn how to factor in cross-operational impacts so they can make better decisions at the Executive level.

Results

During this part of the workshop Executives will learn how to identify the key results they need to focus on, so they can eliminate distractions and move their strategy forward.

The Organization Plan Template

At the heart of the system is the Organization Plan Template, a 300+ page reference document which serves as a highly valuable checklist and process guide that senior leaders can use to build their own Organization Plan.

It also includes an easy-to-follow 1-page Dashboard to help Executives keep their thoughts in order as they continually improve each area of their organization.

Organization Plan Dashboard - By Business Expert Solutions - Gord Sheppard

3. Building Awareness, Empathy and Communication Skills

To be part of an effective leadership team, Executives need to have the right level of awareness, empathy and communication skills to inspire each other and their staff.

In this workshop Executives will:

4. Creating Accountability and Sustainability

To learn how to build a culture of accountability, Executives will discover the ACT acronym.

ACT stands for assigning who should be ‘Accountable’, ‘Consulted’ or ‘Told’ to make every project a success.

In this section Executives will also learn techniques to help them keep the momentum up throughout the year so they can then monitor success and know what to do when alignment gets off track.

5. Getting Inspired

In this workshop Executives will learn what inspires them, so they can then find ways to inspire each other and their staff.

Concepts that will be covered include building a Wins List and learning how to celebrate those wins.

What Customers Are Saying

What You Get

How To Build An Organization Plan Template

Organization Plan Template

Every participant will receive a copy of the 300+ page Organization Plan Template. They will be able to use this template to start their own customized Organization Plan.

Instructions In Advance

Whether it’s in-person or online, each student will receive instructions in advance so they can get the most out of this workshop. For example, online participants will get a Zoom link, password, and instructions about how to login.

A Highly Interactive & Engaging Session

The session begins with hearing from each individual about their organizational challenges, and we talk about how to address them.

Then students are introduced to each section in the Organization Plan Template.

  1. Strategic Planning
  2. Building a Work Plan
  3. Optimizing People
  4. Optimizing Operations
  5. Getting Results

Throughout the session participants will work in small groups and large groups where they can also learn from each other.

They will also be challenged with dynamic exercises and thought provoking questions.

Overall the leaders will gain a new level of confidence and skills as they go on to fully develop and implement their own Organization Plan.

Gordon Sheppard - CEO Business Expert Solutions

A Highly Experienced Instructor

The Executive Alignment Workshop is taught by Gordon Sheppard, an Organizational Development Expert who has empowered thousands of leaders through Leadesrship Coaching, Corporate Training and Organization Development Consulting engagements.

(See a detailed description of why you should work with Gord below)

A Great Networking Opportunity

During this interactive session leaders will also have multiple opportunities to get to know each other so they can expand their network.

Certificate Of Completion

At the end you’ll receive a certificate of completion, so you can let your colleagues know that you completed the ‘Executive Alignment Workshop’!

Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Instructor Follow-Up

Your instructor is always just an email away if you have any follow up questions.

Gord Sheppard - Organizational Development Consultant, Meeting Facilitator, Leadership Coach - Business Expert Solutions

A More Effective Executive Team and a More Profitable Organization

Investing in the Executive Alignment Workshop will ultimately grow the confidence of your leadership team, so they can make the organization more productive and profitable!

Book A Workshop Today!

Get in touch so we can help you learn about how this workshop can benefit your entire organization.

Workshop Details

Number of Participants

This workshop can done for a variety of group sizes ranging from a small group of Executives to up to 25 leaders, in small venues, at large conferences, or at your office.

Workshop Formats

For high functioning Executive Teams there is a 2-day version. This can be done on consecutive days or it can be offered at your convenience (e.g. 2 separate days, 4 half days)

For Executives who want to learn more there is a 40 hour version that includes 8 modules and a Capstone Project that is delivered by participants (and may be eligible for training grant programs like the Canada Alberta Job Grant in which the employer only pays 1/3 of the cost per student).

The workshop can also be combined with leadership coaching and customized to meet your needs.

In-Person or Online

This workshop can be delivered via Zoom, or in-person at your location, or as a breakout or Keynote session at a conference.

Eligible For Professional Development Credits

Many professionals who have complete this workshop will be eligible for multiple hours of Professional Development Credits from their Association (APEGA, CPHR, AICPA, PMI etc.). So check with your Professional Association to see if this training is eligible.

Cost

Cost can be billed per student, or based on a special flat rate per group. Get in touch for details.

Our Clients Inlcude

Workshop Summary

BEFORE

Business Expert Solutions - Checkmark

A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

The Organization Planning System - Description

Executive Alignment Workshop - By Business Expert Solutions

The Organization Planning System is a practical approach that helps leaders to understand themselves and every aspect of their organization.

It improves their ability to do integrative decision making, as well as helping them to prioritize what is going well and what they need to work on next.

Here’s a sample of what you’ll get:

Organization Plan Dashboard - By Business Expert Solutions - Gord Sheppard

A Detailed Dashboard

The highly detailed dashboard in the Organization Planning System will help you navigate the document quickly, so you can focus on one key issue at a time.

Organization Plan Template Helpful Questions - Business Expert Solutions - by Gord Sheppard

Helpful Questions

The Organization Planning System features important questions that leaders can answer to optimize their organizations.

Copy of MLI Step 10 Full Workbook 4

Certificate of Completion

Every leader who completes the workshop will receive a certificate of completion, which you’ll find at the end of the template.

What Customers Are Saying

This Workshop Is For All Leaders Including:

Why Hire Gordon Sheppard

Gordon Sheppard - CEO Business Expert Solutions

Gord is passionate about helping leaders to succeed. His work is dedicated to providing them with insights and information that they can put into action.

Gord has presented workshops on a variety of topics for companies and events across Canada and the United States for organizations including; AICPA; APEGA; PMI Northern Alberta; Economic Developers Association of Alberta; Calgary and Area Medical Staff Society; CPHR Alberta; MARCOM; University of Alberta; King’s University; Concordia University; Burman University; Rotary District 5360; Alberta Girl Guides; ATB Financial: APC – Administrative Professionals Conference and more.

Gord is the CEO of Business Expert Solutions Inc., a company that inspires and empowers leaders to take action and transform their organizations with impactful insights, training and services from industry experts.

He is also a Leadership Coach, Organizational Development Consultant, Professional Speaker, Meeting Facilitator and Trainer.

He combines a Master’s Degree in Business Administration with a Bachelor’s Degree in Drama, and Prosci Change Management Certification to deliver a unique, people -centred approach that helps leaders to succeed.

Gord has worked successfully with CEOs, Executives, Managers, Employees, Students and Volunteers across all sectors.

You can hire Gord to deliver a workshop, coach executives, facilitate difficult conversations, help you build your organization strategy, speak at your event, and more.

Notable Appearances Include

MEG Energy Corp MEG Energy announces record 195 million free c

MEG Energy - Effective Meetings Professional Development Workshop

Thanks again to MEG Energy for bringing me back to present the Effective Meetings Professional Development Workshop – online!  This group of highly engaged professionals shared openly and they were eager to grow their communications skills.

Visit https://www.megenergy.com/ to learn more!

APEGA logo

Association of Professional Engineers and Geoscientists of Alberta
APEGA Nexus Conference

I really enjoyed presenting to more than 275 people at the APEGA Nexus Online Conference on June 9, 2021!  I also appreciated the great reviews and look forward to working with APEGA in the future.

“APEGA’s premier PD event brings together new and seasoned professional engineers and geoscientists for two days of expert-led sessions on industry innovation, technical competence, and regulation in Alberta.”

Visit https://apeganexus.ca to learn more!

Gord At APEGA Nexus Conf 2021 4
2 Gord at nexus APEGA 2021 screencapture apeganexus ca sessions effective meetings for leaders 2021 06 11 08 02 11
AICPA logo Meeting Leadership Inc. Events Page

AICPA Women's Global Leadership Summit 2019 San Diego, California, USA

It was great to present ‘The Truth About Meetings For Executives (and how to fix them…)” at the AICPA Women’s Global Leadership Summit 2019 on November 7, 2019 in San Diego, California! And if you are a woman looking for a great leadership training conference then visit their website to learn more at

https://www.aicpastore.com/NotforProfit/aicpa-women-s-global-leadership-summit/PRDOVR~PC-WOM/PC-WOM.jsp?selected_skucode=WOM19

Gordon Sheppard - Professional Speaker - Business Expert Solutions
AICPA Conference 1 Images for Gordon Sheppard Professional Speaker
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Edmonton Confederation of Community Leagues Leagues Alive Conference
Edmonton, Alberta, Canada

I really enjoyed delivering the Keynote speech  at the Edmonton Federation of Community Leagues Annual Conference on October 26, 2019! And if you want to learn more about the great work that EFCL does to support your community, then visit https://efcl.org/

Business Expert Solutions - Meeting Facilitation Services

Summary Of What You Get In The Workshop

BEFORE

Business Expert Solutions - Checkmark

A Customized Approach To Suit Your Organization Needs

How To Build An Organization Plan Template

The Organization Plan Template

Detailed Instructions and Workshop Agenda

DURING

Highly Engaging And Interactive Session

Gordon Sheppard - CEO Business Expert Solutions

Experienced Instructor Gordon Sheppard

Networking Opportunity

AFTER

Certificate Of Completion

Professional Development Credits

Instructor Follow-Up

Get In Touch!

Click the button to submit your contact information, and we’ll get in touch right away to help you book a workshop.

We Have More Workshops!

Our community is full of business experts who deliver outstanding professional development workshops.

So if there is at business topic that you would like to learn about, and you’re looking for an instructor, then get in touch.

Gord Sheppard - Leadership Coach, Facilitator, Organization Consultant