Exceptional Leadership Model

 

 

 
Team Meeting

"If your actions inspire others to dream more, learn more, do more & become more, YOU ARE A LEADER"

 

-John Quincy Adams

                                                                 

                                                                     

 

What you can expect from this best practice:

 

  • Adopt an approach to guide and support your team that demonstrates exceptional leadership

  • Provide predictable team and leadership activities that helps your team stay motivated, inspired and on track

  • Initiate unexpected activities that show how much you appreciate and value your team as individuals

  • Lead your team in a way that empowers them to be their best, both professionally and personally

  • Through example, demonstrate the high priority you place on your team

  • Through example, demonstrate the qualities you want your team to bring to the workplace

  • Create a culture of continued growth and excellence.

                                                                     

 

Identify Your Preferred Leadership Activities

  1. Review Leadership Activities For Everyone to get a sense of the core activities related to exceptional team leadership.

    • Annual Strategic Planning Session

    • Annual Team Dinner/Event

    • Thanksgiving Acknowledgement

    • Quarterly Strategic Team Meeting

    • Weekly Team Meeting

    • Monthly Advisor Meeting

    • Monthly Operations Meeting

  2. Review Leadership Activities For Individuals to get a sense of the core activities related to exceptional team leadership delivered on a one-on-one basis:

    • Annual Professional Planning Session

    • Annual Compensation Review

    • Mid-Year Professional Planning Meeting

    • Birthdays

    • Moments of Truth

    • Mentoring & Training

  3. Think carefully about the activities you would like to initiate this year for your team. 

  4. Start to map out each of the activities you want to implement throughout the year using the Leadership Model Worksheet.

  5. Decide who will be responsible for each of these activities:

    • If you have a Business Manager or Operations Manager, you can delegate coordination of the Leadership Model to them and they will coordinate the setup, scheduling, delivery and ongoing implementation of the various Leadership Activities.  Depending on the team structure and their responsibilities, they may own all, or parts, of the Leadership Model.

    • If you do not have a Business Manager, identify which of these you will ‘own,’ along with any others that can be delegated.

 

 

Initiate Your Leadership Model

Once you’ve identified the Leadership Activities for the Team, and the Individuals on your Exceptional Leadership Worksheet, it is time to set it into motion.

  1. Ensure preferred meeting days and times are identified for all regularly occurring meetings such as Monthly and Weekly Meetings and set these appropriately in the team calendar.

  2. Ensure you have a plan in place for each of the other predictable, time-of-year Leadership Group Activities you are going to adopt. 

    • This means identifying the who, what, when, where and how.

  3. Next, ensure you have a plan in place for each of the time-of-year Leadership Activities for individual team members you are going to adopt. 

    • This means identifying the who, what, when, where and how.

    • When it comes to Moments of Truth for individual team members, start looking out for these immediately.

  4. The best way to ensure this is delivered flawlessly year-in and year-out, is to have all items triggered on the calendar and/or CRM in a way that allows for everyone to be fully prepared for what is coming up next.

  5. Embrace an element of PLAY in your Leadership. 

                                                                     

 

These two videos are the same, but are offered in two different formats to accomodate our users. 

If you cannot access YouTube (the first video) click on Vimeo (the second video).

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