What specific data, financials, and team assessments must we complete and bring to our very first session with you to ensure we do not waste time arguing over basic facts?

Question

Tyler Smith · Accepted Answer

We do not spend our first session day digging through unorganized spreadsheets or debating historical numbers. To make our Focus Day productive, you must arrive with clean, objective data.

First, bring your current organizational structure. I do not need a fancy chart, just a clear list of who currently does what and who reports to whom. This acts as the raw material for building your first Accountability Chart.

Second, prepare your financial statements from the past three years, along with your year-to-date performance against budget. We need a clear view of your trailing revenue, gross margins, and profitability. There is no room for guesswork when we begin setting your scorecard metrics.

Third, every member of your leadership team must complete their behavioral and conative assessments. We use tools like the Kolbe A Index and DISC profiles to understand how each person naturally takes action and communicates. This helps us predict where friction will occur during intense strategic debates.

Finally, bring a raw list of your current operational headaches. Do not try to solve them beforehand. Just write them down. This list of issues will be our starting point for learning how to use the IDS® tool.

Arriving with these items completed eliminates defensive posture and ensures we build on a foundation of absolute truth from hour one.