What Do You Need To Change To Be More Successful?

WHAT I DO: I help credit union executives, small business owners and entrepreneurs achieve professional growth, career advancement, increased earnings and work-life balancer by providing a customized developmental process based upon their unique needs.

WHO I WORK WITH: I partner with executives, business owners and senior-level managers including:

• Credit Unions
• CPA firms
• Auto Repair
• Publishing
• Hospital CEO’s.
• Chambers of Commerce
• Non-profits

WHY IT WORKS: When you partner with me, you get the most efficient, effective and affordable executive coaching and strategic planning processes that leaders like you are looking for right now.

WHAT MAKES ME DIFFERENT? I have run a business and faced many of the challenges you now face. I was for 29 years a credit union CEO, and prior to that in in consumer finance. I am a Vietnam Vet. My knowledge has been acquired over a long haul. I do not offer cookie-cutter solutions. In fact, I do not even suggest a solution until I understand you, your organization and your needs. No prescriptions without a diagnosis.

HOW IT WORKS: We begin by talking by telephone about your organization, your vision, and what does success look like. I start with a blank page and simply listen. I request 30-minutes initially, and then schedule a follow-up call to share what I feel is the best solution for you.

READY TO TALK? Reach out to me here on LinkedIn, e-mail me at tom@kesgroupllc.com, visit online at www.kesgroupllc.com or call me direct at 941-650-9027.
2 minutes reading time (474 words)

How Will You Be More Successful This Year?

Goal Planning Sheet Example

It's early 2019. Many people will mull over what went right last year and what did not. Where are the opportunities to improve, your organizational goal categories, areas of responsibility, prioritizing goals, converting goals to action steps, and execution?

As a leader, it is important that your personal behaviors and core values be considered in a personal planning process. The business that you manage reflects your personal core values and vision, so the long-range strategic plan for your life must be harmonious with your professional goals. Few of my clients had a long-range strategic plan for their life when we started. That leads to role awareness and self-direction issues.

Before you set a path in that may end up being a repeat of this year, and the one before, take the time to review your personal strategic plan, and that of your business. Is your personal plan on target? Then what are the key metrics that drive your business? Create a business goals scorecard that captures goals from last year, and columns that you may check off that say, "Were our goals accomplished...Yes, or No", "What was the dollar impact", and "Who was accountable". That is the leaping off place.

You should examine quality, productivity, efficiency, staff turnover, strategy, marketing, etc. All are opportunities for improvement. For the accountants in the group, look outside your comfort zone and see your business in a balanced way. Numbers are important; however, your success is based upon the cooperation of your management team and employees. No business can successfully grow loyal customers without loyal employees. Look at all successful organizations and their leadership, and you will find that they all relied upon the collaboration and support of their employees. There has never been a successful leader that accomplished it on their own.

People management, in my experience in executive roles, is where budget cuts are made first and restored last. Ask your HR executive what is really important to them? The response I hear most often is that employees have the skills and knowledge that caused you to hire them, but little if anything has been invested in growing their goal-setting capabilities, communication talents, or team building. The HR executive knows the employees need development.

The discipline of setting goals is a learned one. Few people have been shown how to do so in a structured method that always uncovers obstacles, solutions, actions, and time specific milestones.

Spend less time rehashing the vision statement, and more time on your employees. Investing in them now will pay big dividends in the future. Allow your managers and employees to grow personally and they will do so professionally. You win, the business wins, and the customers win.

A harmonious annual goals review that includes organizational planning and personal planning is needed to ensure that 2019 is the best year ever!

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Sunday, 16 June 2019


“As a Senior Executive in the Credit Union industry - I have personally experienced along with my staff - what Tom brings to the table as a Coach. Tom is uniquely qualified from his experiences as CEO and President of a Credit Union and brings not only that experience but has a special way of identifying unique qualities that we all have but sometimes have not fully realized and utilized in the work place and in our personal lives. Tom delivers in such a way that exhibits high integrity and a genuine concern for his clients -- I strongly recommend Tom for your organization if you are looking for ways to inspire and motivate your staff to reach to the next level.”…Tim Smith

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P.O. Box 2025
Clayton, GA 30525