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Growth	
  River's	
  Scope
We	
  are	
  experts	
  in	
  planning	
  and	
  leading	
  highly	
  effective	
  meetings	
  in	
  which	
  the	
  toughest	
  leadership	
  
and	
  business	
  performance	
  issues	
  are	
  resolved.	
  	
  Our	
  competitive	
  advantage	
  is	
  the	
  Growth	
  River	
  
Operating	
  System	
  (OS),	
  which	
  is	
  a	
  complete	
  management	
  operating	
  system	
  that	
  explicitly	
  ties	
  
leadership	
  and	
  culture	
  development	
  to	
  higher	
  sustainable	
  levels	
  of	
  business	
  and	
  enterprise	
  
performance.
Just	
  like	
  "software"	
  runs	
  on	
  a	
  computer,	
  the	
  Growth	
  River	
  Operating	
  System	
  (OS)	
  is	
  "social	
  ware"
that	
  runs	
  on	
  a	
  system-­‐of-­‐roles	
  to	
  improve	
  business	
  and	
  enterprise.
Our	
  core	
  service	
  is:

   Planning	
  and	
  facilitating	
  strategic	
  alignment	
  meetings	
  for	
  senior	
  leaders	
  and
   their	
  teams.	
  This	
  includes	
  all	
  key	
  leadership	
  levels:	
  boards,	
  enterprise	
  teams,	
  business	
  teams
   and	
  function	
  teams.	
  	
  
Other	
  key	
  support	
  services	
  include:
   ·	
  	
  	
  	
  Leadership	
  and	
  business	
  coaching.
   ·	
  	
  	
  	
  Data	
  collection	
  and	
  performance	
  analysis.                 	
  
   ·	
  	
  	
  	
  Webinars	
  and	
  training	
  materials.

Typical	
  reasons	
  that	
  clients	
  hire	
  us	
  include:
                  ·	
  	
  	
  	
  Forming	
  new	
  leadership	
  teams.
                  ·	
  	
  	
  	
  Establishing	
  new	
  team	
  /	
  business	
  /	
  enterprise	
  /	
  function	
  leaders.
                  ·	
  	
  	
  	
  Merging	
  organizations	
  and	
  businesses.
                  ·	
  	
  	
  	
  Managing	
  very	
  rapid	
  business	
  growth.
                  ·	
  	
  	
  	
  Solving	
  business	
  underperformance.
                  ·	
  	
  	
  	
  Standardizing	
  leadership	
  and	
  management	
  practices	
  in	
  complex	
  enterprises.
                  ·	
  	
  	
  	
  Accelerating	
  strategic	
  decision-­‐making	
  and	
  innovation.
                  ·	
  	
  	
  	
  Resolving	
  the	
  toughest	
  people	
  issues	
  while	
  building	
  a	
  culture	
  of	
  trust.
                  ·	
  	
  	
  	
  Helping	
  implement	
  top-­‐down	
  and	
  bottom-­‐up	
  strategic	
  planning	
  ,	
  budgeting	
  	
  and
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  quarterly	
  performance	
  review	
  processes.
We	
  have	
  a	
  lot	
  of	
  experience.	
  	
  For	
  client	
  success	
  stories	
  and	
  testimonials,	
  please	
  go	
  to	
  our	
  website	
  
at	
  www.growthriver.com

   "Since	
  learning	
  the	
  Growth	
  River	
  process,	
  we've	
  improved	
  the	
  crispness	
  of	
  our	
  decision	
  making.	
  
   Now	
  we	
  run	
  into	
  the	
  storm,	
  rather	
  than	
  try	
  and	
  steer	
  away	
  from	
  it."

   —Randy	
  Jordan
   CEO,	
  HOPEworldwide




                                                         ©	
  2011	
  Growth	
  River,	
  LLC.	
  All	
  Rights	
  Reserved.
                                                                                    Page.	
  1
Service	
  Descriptions
Strategic	
  Alignment	
  Meetings
Growth	
  River	
  designs	
  and	
  delivers	
  strategic	
  alignment	
  meetings	
  for	
  teams	
  at	
  all	
  key	
  leadership
levels	
  including:	
  boards,	
  enterprise	
  teams,	
  business	
  teams	
  and	
  function	
  teams.	
  	
  These	
  meetings
come	
  in	
  four	
  basic	
  types	
  and	
  each	
  has	
  a	
  different	
  basic	
  agenda:
   1.	
  	
  	
  	
  	
  Team	
  Alignment	
  –	
  when	
  the	
  primary	
  constraint	
  is	
  leadership's	
  ways-­‐of-­‐thinking	
  &	
  acting.
   2.	
  	
  	
  	
  	
  System-­‐of-­‐Roles	
  –	
  when	
  the	
  primary	
  constraint	
  is	
  an	
  incomplete	
  system-­‐of-­‐roles.
   3.	
  	
  	
  	
  	
  System-­‐of-­‐Strategies	
  –	
  when	
  the	
  primary	
  constraint	
  is	
  an	
  incomplete	
  system-­‐of-­‐strategies.
   4.	
  	
  	
  	
  	
  Performance	
  Review	
  –	
  when	
  the	
  primary	
  constraint	
  is	
  attracting	
  and	
  deploying	
  resources.
During	
  all	
  alignment	
  meetings,	
  primary	
  constraints	
  are	
  identified	
  and	
  the	
  organization's	
  
development	
  stage	
  is	
  assessed.	
  Teams,	
  organizations	
  and	
  businesses	
  are	
  able	
  to	
  grow	
  at	
  
maximum	
  speed	
  once	
  they	
  evolve	
  to	
  the	
  stage	
  at	
  which	
  highly	
  effective	
  performance	
  review	
  
meetings	
  are	
  normal.	
  The	
  other	
  types	
  of	
  meetings	
  (1-­‐3)	
  are	
  how	
  you	
  get	
  to	
  that	
  stage.
Leadership	
  &	
  Business	
  Coaching
During	
  strategic	
  alignment	
  meetings,	
  participants	
  are	
  given	
  feedback,	
  asked	
  to	
  play	
  new
roles	
  and	
  required	
  to	
  formulate	
  strategies	
  /	
  recommendations.	
  Sometimes	
  they	
  need	
  coaching.
Because	
  our	
  coaches	
  are	
  experts	
  in	
  the	
  Growth	
  River	
  OS,	
  they	
  can	
  provide	
  both	
  leadership	
  
and	
  business	
  coaching	
  at	
  the	
  same	
  time.	
  	
  Furthermore,	
  this	
  coaching	
  is	
  done	
  in	
  the	
  context	
  
of	
  overall	
  team,	
  business	
  and	
  organizational	
  development,	
  which	
  makes	
  it	
  especially	
  effective.
Training	
  and	
  OS	
  User	
  Licenses
For	
  a	
  nominal	
  annual	
  fee,	
  the	
  Growth	
  River	
  OS	
  is	
  offered	
  as	
  licensed	
  open-­‐source	
  intellectual
property.	
  	
  Growth	
  River	
  OS	
  User	
  licenses	
  include:
   Access	
  to	
  online	
  Webinars.
   Access	
  to	
  training	
  videos.
   Up	
  to	
  four	
  electronic	
  Growth	
  River	
  OS	
  Guide	
  and	
  Mind	
  map	
  updates	
  per	
  year.
   A	
  subscription	
  to	
  the	
  Growth	
  River	
  Strategies	
  Newsletter.

Administration	
  &	
  Materials
The	
  Growth	
  River	
  back	
  office	
  provides	
  key	
  services	
  that	
  are	
  required	
  to	
  make	
  engagements	
  
successful.




                                                   ©	
  2011	
  Growth	
  River,	
  LLC.	
  All	
  Rights	
  Reserved.
                                                                              Page.	
  2
Approach
Growth	
  River	
  Services	
  Are	
  Always	
  Tailored	
  To	
  Specific	
  Client	
  Needs
Our	
  proposal:	
  If	
  you	
  take	
  30	
  minutes	
  to	
  describe	
  your	
  business,	
  we	
  will	
  create	
  a	
  practical
plan	
  that	
  we	
  are	
  confident	
  will	
  transform	
  your	
  organization.	
  	
  We	
  suggest	
  these	
  steps:

             I. Introduce	
  Growth	
  River
             Growth	
  River	
  describes	
  its	
  services	
  and	
  approach	
  at	
  a	
  high-­‐level.
             The	
  client	
  decides	
  whether	
  they	
  would	
  like	
  to	
  invest	
  the	
  time	
  with	
  Growth	
  River	
  to
             draft	
  a	
  preliminary	
  engagement	
  plan.
             This	
  meeting	
  can	
  be	
  virtual.
             II. Gather	
  Data	
  and	
  Understand	
  Client	
  Situation
             If	
  required,	
  Growth	
  River	
  signs	
  a	
  formal	
  non-­‐disclosure	
  agreement.
             The	
  client	
  describes	
  the	
  specific	
  challenges	
  and	
  opportunities	
  to	
  address.
             Growth	
  River	
  asks	
  questions	
  and	
  gathers	
  data.
             This	
  meeting	
  can	
  be	
  virtual.
             III. Draft	
  Solution	
  and	
  Plan
             Growth	
  River	
  drafts	
  a	
  proposal	
  agreement	
  and	
  reviews	
  it	
  with	
  the	
  client,	
  providing
             details	
  and	
  key	
  concepts.
             The	
  client	
  ensures	
  that	
  all	
  key	
  decision-­‐makers	
  are	
  appropriately	
  informed	
  and	
  involved.
             If	
  this	
  work	
  requires	
  a	
  face-­‐to-­‐face	
  meeting,	
  then	
  client	
  pays	
  travel	
  expenses.
             IV. Revise	
  Plan	
  and	
  Sign	
  Agreement
             Growth	
  River	
  drafts	
  a	
  final	
  agreement	
  incorporating	
  any	
  key	
  changes.
             The	
  client	
  signs	
  this	
  agreement	
  and	
  sends	
  two	
  copies	
  to	
  Growth	
  River.
             Growth	
  River	
  signs	
  both	
  copies	
  and	
  returns	
  one	
  to	
  the	
  client.
             Work	
  proceeds	
  as	
  agreed.




                                                  ©	
  2011	
  Growth	
  River,	
  LLC.	
  All	
  Rights	
  Reserved.
                                                                             Page.	
  3
Growth	
  River	
  OS:	
  A	
  Practical	
  Philosophy
Some	
  leaders	
  talk	
  about	
  general	
  principals	
  for	
  attracting	
  abundance.	
  	
  At	
  Growth	
  River	
  we	
  
apply	
  and	
  teach	
  a	
  practical	
  system	
  for	
  developing	
  better	
  leaders	
  and	
  growing	
  more	
  
abundant	
  businesses,	
  everyday	
  –	
  it	
  is	
  called	
  the	
  Growth	
  River	
  Operating	
  System	
  (OS).
The	
  common	
  sense	
  logic	
  behind	
  the	
  Growth	
  River	
  OS	
  can	
  be	
  summarized	
  as:
   when…
       the	
  right	
  leaders,	
  
       with	
  the	
  right	
  mindsets,	
  
       in	
  the	
  right	
  roles,
       advocate	
  the	
  right	
  strategies	
  
       and	
  work	
  interdependently	
  on	
  the	
  right	
  activities…
   ...then	
  higher	
  levels	
  of	
  sustainable	
  performance	
  become	
  inevitable.
More	
  specifically,	
  we	
  have	
  proven	
  that	
  we	
  can	
  radically	
  increase	
  sustainable	
  leadership	
  and	
  
business	
  performance	
  by:
    ü Providing	
  leaders	
  with	
  a	
  powerful	
  language	
  (the	
  OS).
    ü Defining	
  complete	
  systems-­‐of-­‐roles	
  and	
  strategies.
    ü Leveraging	
  naturally	
  occurring	
  conflict	
  among	
  roles	
  as	
  a	
  source	
  of	
  innovation.
    ü Orchestrating	
  breakthrough	
  experiences	
  –	
  an	
  experience	
  always	
  trumps	
  an	
  argument.
Although	
  Growth	
  River	
  consultants	
  undergo	
  intense	
  training	
  in	
  applying	
  our	
  OS	
  with	
  leaders	
  
in	
  complex	
  businesses,	
  we	
  also	
  offer	
  our	
  OS	
  as	
  licensed	
  open-­‐source	
  intellectual	
  property.	
  
This	
  is	
  an	
  unusual	
  move	
  for	
  our	
  industry,	
  but	
  one	
  that	
  is	
  geared	
  towards	
  building	
  a	
  
community	
  of	
  leaders	
  who	
  can	
  collaborate	
  and	
  support	
  each	
  other’s	
  development.	
  Updated	
  
versions	
  of	
  the	
  OS	
  are	
  released	
  with	
  input	
  from	
  our	
  community	
  of	
  practitioners	
  about	
  every	
  
90	
  days.
In	
  fact,	
  our	
  OS	
  has	
  been	
  and	
  is	
  being	
  applied	
  successfully	
  in	
  many	
  different	
  cultures	
  and	
  
industries	
  including:
   public,	
  private,	
  for-­‐profit,	
  not-­‐for-­‐profit,	
  start-­‐up,	
  complex	
  global,	
  professional,	
  family,
   manufacturing,	
  services	
  and	
  retail,	
  mergers,	
  divestitures	
  and	
  organic	
  growth.
The	
  open	
  and	
  universal	
  nature	
  of	
  our	
  OS	
  supports	
  our	
  vision	
  –	
  we	
  are	
  working	
  to	
  change	
  the	
  
context	
  of	
  business	
  towards	
  a	
  more	
  abundant	
  world.
For	
  case	
  studies,	
  client	
  testimonials,	
  webinars	
  and	
  training	
  materials	
  on	
  the	
  Growth	
  River	
  
OS,	
  please	
  visit	
  our	
  website	
  www.GrowthRiver.com



                                                ©	
  2011	
  Growth	
  River,	
  LLC.	
  All	
  Rights	
  Reserved.
                                                                           Page.	
  4

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Growth River Overview

  • 1. Growth  River's  Scope We  are  experts  in  planning  and  leading  highly  effective  meetings  in  which  the  toughest  leadership   and  business  performance  issues  are  resolved.    Our  competitive  advantage  is  the  Growth  River   Operating  System  (OS),  which  is  a  complete  management  operating  system  that  explicitly  ties   leadership  and  culture  development  to  higher  sustainable  levels  of  business  and  enterprise   performance. Just  like  "software"  runs  on  a  computer,  the  Growth  River  Operating  System  (OS)  is  "social  ware" that  runs  on  a  system-­‐of-­‐roles  to  improve  business  and  enterprise. Our  core  service  is: Planning  and  facilitating  strategic  alignment  meetings  for  senior  leaders  and their  teams.  This  includes  all  key  leadership  levels:  boards,  enterprise  teams,  business  teams and  function  teams.     Other  key  support  services  include: ·        Leadership  and  business  coaching. ·        Data  collection  and  performance  analysis.   ·        Webinars  and  training  materials. Typical  reasons  that  clients  hire  us  include: ·        Forming  new  leadership  teams. ·        Establishing  new  team  /  business  /  enterprise  /  function  leaders. ·        Merging  organizations  and  businesses. ·        Managing  very  rapid  business  growth. ·        Solving  business  underperformance. ·        Standardizing  leadership  and  management  practices  in  complex  enterprises. ·        Accelerating  strategic  decision-­‐making  and  innovation. ·        Resolving  the  toughest  people  issues  while  building  a  culture  of  trust. ·        Helping  implement  top-­‐down  and  bottom-­‐up  strategic  planning  ,  budgeting    and                    quarterly  performance  review  processes. We  have  a  lot  of  experience.    For  client  success  stories  and  testimonials,  please  go  to  our  website   at  www.growthriver.com "Since  learning  the  Growth  River  process,  we've  improved  the  crispness  of  our  decision  making.   Now  we  run  into  the  storm,  rather  than  try  and  steer  away  from  it." —Randy  Jordan CEO,  HOPEworldwide ©  2011  Growth  River,  LLC.  All  Rights  Reserved. Page.  1
  • 2. Service  Descriptions Strategic  Alignment  Meetings Growth  River  designs  and  delivers  strategic  alignment  meetings  for  teams  at  all  key  leadership levels  including:  boards,  enterprise  teams,  business  teams  and  function  teams.    These  meetings come  in  four  basic  types  and  each  has  a  different  basic  agenda: 1.          Team  Alignment  –  when  the  primary  constraint  is  leadership's  ways-­‐of-­‐thinking  &  acting. 2.          System-­‐of-­‐Roles  –  when  the  primary  constraint  is  an  incomplete  system-­‐of-­‐roles. 3.          System-­‐of-­‐Strategies  –  when  the  primary  constraint  is  an  incomplete  system-­‐of-­‐strategies. 4.          Performance  Review  –  when  the  primary  constraint  is  attracting  and  deploying  resources. During  all  alignment  meetings,  primary  constraints  are  identified  and  the  organization's   development  stage  is  assessed.  Teams,  organizations  and  businesses  are  able  to  grow  at   maximum  speed  once  they  evolve  to  the  stage  at  which  highly  effective  performance  review   meetings  are  normal.  The  other  types  of  meetings  (1-­‐3)  are  how  you  get  to  that  stage. Leadership  &  Business  Coaching During  strategic  alignment  meetings,  participants  are  given  feedback,  asked  to  play  new roles  and  required  to  formulate  strategies  /  recommendations.  Sometimes  they  need  coaching. Because  our  coaches  are  experts  in  the  Growth  River  OS,  they  can  provide  both  leadership   and  business  coaching  at  the  same  time.    Furthermore,  this  coaching  is  done  in  the  context   of  overall  team,  business  and  organizational  development,  which  makes  it  especially  effective. Training  and  OS  User  Licenses For  a  nominal  annual  fee,  the  Growth  River  OS  is  offered  as  licensed  open-­‐source  intellectual property.    Growth  River  OS  User  licenses  include: Access  to  online  Webinars. Access  to  training  videos. Up  to  four  electronic  Growth  River  OS  Guide  and  Mind  map  updates  per  year. A  subscription  to  the  Growth  River  Strategies  Newsletter. Administration  &  Materials The  Growth  River  back  office  provides  key  services  that  are  required  to  make  engagements   successful. ©  2011  Growth  River,  LLC.  All  Rights  Reserved. Page.  2
  • 3. Approach Growth  River  Services  Are  Always  Tailored  To  Specific  Client  Needs Our  proposal:  If  you  take  30  minutes  to  describe  your  business,  we  will  create  a  practical plan  that  we  are  confident  will  transform  your  organization.    We  suggest  these  steps: I. Introduce  Growth  River Growth  River  describes  its  services  and  approach  at  a  high-­‐level. The  client  decides  whether  they  would  like  to  invest  the  time  with  Growth  River  to draft  a  preliminary  engagement  plan. This  meeting  can  be  virtual. II. Gather  Data  and  Understand  Client  Situation If  required,  Growth  River  signs  a  formal  non-­‐disclosure  agreement. The  client  describes  the  specific  challenges  and  opportunities  to  address. Growth  River  asks  questions  and  gathers  data. This  meeting  can  be  virtual. III. Draft  Solution  and  Plan Growth  River  drafts  a  proposal  agreement  and  reviews  it  with  the  client,  providing details  and  key  concepts. The  client  ensures  that  all  key  decision-­‐makers  are  appropriately  informed  and  involved. If  this  work  requires  a  face-­‐to-­‐face  meeting,  then  client  pays  travel  expenses. IV. Revise  Plan  and  Sign  Agreement Growth  River  drafts  a  final  agreement  incorporating  any  key  changes. The  client  signs  this  agreement  and  sends  two  copies  to  Growth  River. Growth  River  signs  both  copies  and  returns  one  to  the  client. Work  proceeds  as  agreed. ©  2011  Growth  River,  LLC.  All  Rights  Reserved. Page.  3
  • 4. Growth  River  OS:  A  Practical  Philosophy Some  leaders  talk  about  general  principals  for  attracting  abundance.    At  Growth  River  we   apply  and  teach  a  practical  system  for  developing  better  leaders  and  growing  more   abundant  businesses,  everyday  –  it  is  called  the  Growth  River  Operating  System  (OS). The  common  sense  logic  behind  the  Growth  River  OS  can  be  summarized  as: when… the  right  leaders,   with  the  right  mindsets,   in  the  right  roles, advocate  the  right  strategies   and  work  interdependently  on  the  right  activities… ...then  higher  levels  of  sustainable  performance  become  inevitable. More  specifically,  we  have  proven  that  we  can  radically  increase  sustainable  leadership  and   business  performance  by: ü Providing  leaders  with  a  powerful  language  (the  OS). ü Defining  complete  systems-­‐of-­‐roles  and  strategies. ü Leveraging  naturally  occurring  conflict  among  roles  as  a  source  of  innovation. ü Orchestrating  breakthrough  experiences  –  an  experience  always  trumps  an  argument. Although  Growth  River  consultants  undergo  intense  training  in  applying  our  OS  with  leaders   in  complex  businesses,  we  also  offer  our  OS  as  licensed  open-­‐source  intellectual  property.   This  is  an  unusual  move  for  our  industry,  but  one  that  is  geared  towards  building  a   community  of  leaders  who  can  collaborate  and  support  each  other’s  development.  Updated   versions  of  the  OS  are  released  with  input  from  our  community  of  practitioners  about  every   90  days. In  fact,  our  OS  has  been  and  is  being  applied  successfully  in  many  different  cultures  and   industries  including: public,  private,  for-­‐profit,  not-­‐for-­‐profit,  start-­‐up,  complex  global,  professional,  family, manufacturing,  services  and  retail,  mergers,  divestitures  and  organic  growth. The  open  and  universal  nature  of  our  OS  supports  our  vision  –  we  are  working  to  change  the   context  of  business  towards  a  more  abundant  world. For  case  studies,  client  testimonials,  webinars  and  training  materials  on  the  Growth  River   OS,  please  visit  our  website  www.GrowthRiver.com ©  2011  Growth  River,  LLC.  All  Rights  Reserved. Page.  4