Our Approach – Creating Legacy Enterprises

Creating Legacy Approach

Focused on the needs of small businesses that want to make a difference in the local communities they serve.

Guiding Principles

Team

Everyone knows who they are and what journey they are on (they also know they are a work in progress)
Everyone knows what they want (in terms of be, have and do) and how that fits in with the vision of the business they are a part of
Everyone is clear on how they contribute and add value (roles tied to strengths and passions)
Everyone has a roadmap for their development
The team is rewarded based on results (shares / bonuses) How the results are measured and how the rewards are calculated is transparent
Ownership participation is available with transparent eligibility and terms
The character of team members (how they contribute) matters as much as their competence and performance (what they know)
The “how” results are accomplished (aligned with agreed shared values) is rewarded and not only “what” results are delivered.

Customer

We are clear on what success looks like for our customer and the value we add to them
The customer’s experience is critical to building win:win relationships
We listen to our customer’s feedback and act on it, to resolve issues and identify areas we can add value to them
Our customer’s believe we are invested in contributing to their success

Business

Owner(s) have a vision for themselves, not just their business and they see where their business fits in with their personal vision
Vision and roadmap for the business is clear and communicated to the team and customers
Who the business serves and that value proposition is clear to customers and the team
The “what we do” and the “how we do it” both matter.
Profit and growth are by-products of focus on the team and customer
There is an abundance mindset, not a scarcity mindset

Community

Who We Work With

Owner and the team is open to change, learning and growth. They buy in to the guiding principles of the Creating Legacy Approach
Owner and the team believes that team development and customer experience are top priorities.
Owner is willing to have “skin in the game” and commit to implementing the Creating Legacy Approach.
Owner / leadership are open to rewarding team results (eg bonus or shares)
Owner sees contribution to the community they serve as a priority
Owner wants to help their team be successful

Components of the Creating Legacy Approach

Identity

vision, values, strategy, goals (for the business, owner and individual team members)

Answer the “who are we” question

Answer the “why are we here” question

Answer the “where are we going” question

Answer the “how will we get there” question

Answer the “what will we need to do” question

Answer the “how will we know we are on track” question

Identify how we explain our philosophy or ideology

People Development

baseline, plan and delivery

Get to know the team – complete assessments of personality, strengths, values, attachment style, saboteurs, enneagram etc

Complete a “what do I want (be, have, do)” exercise

Help the team answer the “what is my personal vision?” question (based on values and “what I want" exercise)

Complete a career roadmap for each role and a plan for each team member

Develop success metrics for each role or responsibility (including the what and the how)

Measure and report success metrics transparently (in terms of how they were established and calculated)

Reward performance based on results and how they were accomplished (alignment with values)

Customer Experience

design, implementation and management

What is the ideal customer journey for interacting with our business and team?

What does “success” for our customer look like and how do we measure and track it?

Does each person in our team understand how they contribute to the overall customer experience?

Is it clear what value we add for our customers?

Operations

systems, processes and results tracking

Identify systems needed to run the business (eg accounting, scheduling, storage and retrieval of information)

Identify processes needed to run the business

Identify key deliverables by role for running the business

Identify critical measures of success / metrics (qualitative and quantitative)

Establish a dashboard of critical metrics to report on how the business is doing operationally

Community

needs, areas of focus and partnerships

Identify community organization(s) that the team is passionate about making a difference with

Establish relationships with the community organizations to identify their needs

Build plans to partner and deliver on the plans with the community organizations we chose to partner with

Identify how the team can participate

Identify what level of financial support the business will contribute

Telling Our Story

letting our team and customers know how we are doing

Communication (regular and clear) to the team on how we are doing as a team and as a business

Communication with our customers and potential customers via marketing and social media messaging

Networking with small businesses in Tucson via established business groups

Capture the results we have achieved with the businesses we work with. Make sure we keep data of baseline and results along with commentary and feedback.

Get customer’s permission or help with telling our story to potential customers.

Challenges Or Risks With Implementing The Creating Legacy Approach

Owner doesn’t know what they want – vision, values and their “why” (why am I doing what I am doing?)
Business vision isn’t clear in terms of identity and strategy
Owner is trapped in their existing role and work
Team doesn’t feel valued
Everyone is too busy to work on implementing the Creating Legacy Approach