What Does the Rockefeller Habits Process Consist of?

By making the momentous decision to install the Rockefeller Habits program, language, habits and process, your organization will be making the first steps toward producing planning and execution excellence, and most importantly results.

The typical engagement process consists of the combination of facilitated quarterly planning sessions, executive coaching and accountability programming within the leadership of your organization.

The typical Rockefeller Habits Program consists of eight components.

  1. The Two-Day Private Workshop (the upload)
    An initial Two-Day Private Rockefeller Habits Workshop will be conducted with the leadership team. At this initial workshop Andy will facilitate discussions with the entire team around strategy, planning, building a one-page plan for the organization and establish long-term, medium-term and short-term goals for the organization as well as each member of the leadership team. The initial Private Workshop will bring the leadership team through the entire Four Decisions framework (Cash, People, Strategy and Execution) and will establish the organization on the Rockefeller Habits program.
    Following the Initial Two-Day Private Workshop, the company will fall into the quarterly planning rhythm outlined below.
  2. Quarterly Planning Rhythm
    One or Two-Day Quarterly Review & Planning Sessions will be held each quarter coinciding with the organization’s fiscal year. The facilitated quarterly sessions are for the company’s leadership team and will be held within a week or two near the cusp of each quarter. The sessions will include a review of the past quarter, prioritizing and planning a (successful) next quarter. There will be four quarterly sessions during each fiscal year, one two-day annual planning session, plus three one or two-day quarterly sessions. At the end of each session, the one-page plans will be updated and ready to be implemented for the coming quarter.
  3. Executive Coaching Sessions
    One to Two-Hour Executive Coaching Sessions will be scheduled in advance at a regular time every month for the leader of the organization. There will be on average two coaching sessions between quarterly sessions. The purpose of the sessions is to update on progress, help coach the leader on the implementation of the Rockefeller Habits program, and act as a sounding board for any other challenges or issues that may arise between quarterly sessions. To make the most use of this time, some preparation is advised. When possible, coaching sessions will be held online using GoToMeeting.
  4. Ad Hoc Phone Calls
    Periodic phone calls for urgent support & coaching between scheduled sessions are included with the general scope of services on an as needed basis.
    Option: More regular bi-weekly phone coaching is an optional service (not included in this proposal/letter) that can be added as needed or at the discretion of the client. This option is strongly recommended for at least the first few months of an engagement in order to ensure speedier and more successful implementation of the program.
  5. Material Access
    All materials generated during meetings (including PDF copies of flip chart notes, etc.) will be accessible through a special shared DropBox account.
  6. Periodic Organizational Health Checkup and 4D Assessments
    Every six months, the entire leadership team will complete an online assessment to establish the current organizational health, and monitor the progress made over time. The two assessments used include the Organizational Health Checkup Assessment and the 4-Decisions Assessment (based on the Rockefeller Habits program). We will alternate the two assessments each six months.
  7. Availability to Special Rates on Profile Assessments
    As part of the general scope of the agreement, clients have full access to other profile assessment tools at a special preferred rate of $25 per assessment (normally $70 – $200 each). The two different available assessments include:

    • DISC Index. The DISC Index is a modern interpretation of Dr. William Marston’s behavioral dimensions. Marston’s research uncovered four quadrants of behavior which help to understand a person’s behavioral preferences. This DISC Index will help you understand your behavioral style and how to maximize your potential.
    • Values Index. The Values Index is a combination of the research of Dr. Eduard Spranger and Gordon Allport into what drives and motivates individuals. The seven dimensions of values discovered between these two researchers help understand the reasons that drive an individual to utilize their talents in the unique way they do. This Values Index will help you understand motivators and drivers and how to maximize performance by achieving better alignment and passion for what is done.
  8. Leadership Summit Special Access
    Continuous learning is at the heart of everything we do. In the spirit of “What Got You Here, Won’t Get You There”, one seat at the spring and fall Fortune Leadership & Growth Summits (2 seats per year total) are included in a typical package. We strongly encourage that others from the leadership team also attend. Regular cost is approx. $2,000 per attendee, however as a client, additional members of your leadership team can also attend at special rates. (Travel expenses not included.)