
Executagility® Web Based Training
Learn about the Executagility model and how to put it to work for you.
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Module 1: Executagility® Overview
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0. Welcome
Your growing business has moved past the startup phase, but you’re not quite big enough to hire full-time staff dedicated to growth projects.
So, how do you keep daily operations running while also pushing your business forward?
That’s where the Executagility Model® comes in!
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1. The Problem
You’ve built something great. Your business is established, your team is experienced, and things are running. But here’s the paradox—the same people responsible for keeping operations going are also the ones expected to drive growth.
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2. The Solution
How can teams stay focused on growth work when it competes with business-as-usual? That’s why we created the Executagility Model®, a structured, repeatable way to execute growth work without disrupting daily operations.
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3. Common Objections
If you’re thinking, ‘This will never work in my company’—you’re not alone. It’s natural to have concerns about time, resources, and making it all work. Let’s break down the most common objections, and how the Executagility Model® is designed to address them."
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4. Benefits
The Executagility Model® creates a system where execution happens consistently, without chaos. Growth work becomes part of the way the your business runs instead of competing for attention.
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5. Who This Training is For
While execution is a team effort, success starts with the right roles being trained.
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Module 2: Baseline Assessment
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0. Baseline Assessment Welcome
Every organization starts from a different place. That’s why we begin with a Baseline Assessment.
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1. Baseline Assessment - Why? and How
By understanding where your organization stands in the four growth execution pillars, you can begin improving each pillar to enhance your Executagility.
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2. Interpreting Assessment Results
How to gather insights from the completed Executagility assessment.
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3. Baseline Assessment Summary
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Module 3: Roles and Responsibilities
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0. Roles and Responsibilities Overview
In the Executagility Model®, we’ve defined key roles that bring structure and clarity to the process—without unnecessary complexity.
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1. Prioritization Facilitator Role
The Prioritization Facilitator—or Program Owner—is the person who owns the Executagility process.
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2. Sponsor Role
The Sponsor is the person who champions the project from a leadership perspective.
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3. Core Team Member Role
Core Team Members are the people who actually do the work during each sprint.
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4. Executagility Project Manager (EPM) Role
The EPM is the person who owns the day-to-day execution of the project.
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5. Executagility Roles Summary
Now that you’ve seen the core roles in the Executagility Model, you might be thinking—‘Okay, we’ve got our team… now what?’
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Module 4: Executagility® Process and Assessment Interpretation
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0. Executagility Model Process and Assessment Interpretation
With your team in place and your focus area identified, it’s time to look at how the Executagility Model actually works—start to finish.
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1. Alignment Gap
If your assessment showed a gap in Alignment, here’s what that means: people on your team aren’t on the same page about what matters most—or why.
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2. Available Time Gap
If Available Time was your lowest score, it means your team is stretched thin, and growth work feels impossible to fit in.
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3. Competence Gap
If your lowest score was Competence, that doesn’t mean your team isn’t smart or skilled. It usually means they’re either unfamiliar with structured execution—or they’re hesitant about taking on work they don’t feel fully prepared for.
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4. Structure Gap
If your lowest score was Structure, that tells us your team might have great ideas, smart people, and even time set aside—but the execution is inconsistent.
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5. Get Ready to Execute
Now that you know where your execution gaps are, let’s talk about Prioritization—because no matter how much time, talent, or structure you have, none of it matters if you're working on the wrong things.
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Module 5: Prioritization
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0. Purpose of Prioritization
The reality? No one has unlimited resources. And because of that, prioritization isn’t optional—it’s mandatory.
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1. Ambiguity is the Enemy of Execution
If your team isn’t 100% clear on what they’re working toward, execution slows down—or worse, stops completely.
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2. Bring In the Prioritization Group
Once it’s time to prioritize, the first step is getting the right people in the room.
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3. Prioritization Tool
If you already have a solid prioritization tool—great. Use what works. But if you don’t have a clear, shared way to evaluate and agree on priorities, we’ve got you covered.
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4. Prioritization "Aha" Moments
We’ve facilitated a lot of prioritization sessions—and there are a few common ‘aha’ moments that come up almost every time.
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5. Prioritization Cadence
The Executagility Model is built around a quarterly cadence—a rhythm that keeps teams focused on what matters most, while allowing room for change.
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6. Moving from Prioritization to Gathering the Team
Once priorities are clear and agreed on, it’s time to assemble the team that will actually get the work done.
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Module 6: Gathering the Team
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0. Why Intentionally Gather the Team?
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1. Project Scope
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2. Model Basic Training
Before diving into the work, make sure your team understands the framework.
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3. Core Team Membership
Being a Core Team Member doesn’t mean attending a few meetings and hoping for the best.
It means you’ve been intentionally selected to help deliver a specific result.
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4. Adding New Team Members
In future projects, you may have a team where most members are already familiar with the Executagility Model—but one or two are brand new.
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5. The First Sprint Planning
With your team aligned and scope defined, it’s time to schedule your first Sprint Planning meeting.
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6. The Sponsor's Role
While the Sponsor isn’t involved in the daily sprint work, their presence during key team moments can make or break the project.
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7. Gathering the Team Summary
Now that your team is formed, scoped, and scheduled—it’s time to execute.
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Module 7: Planning for Sprint Work
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0. Sprint Work is a Muscle
Sprint Work is a muscle, and like any muscle, it gets stronger with use.
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1. Definition of Done
Before your team starts assigning tasks, make sure you’re aligned on scope—and especially on the Definition of Done.
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2. Sprint Work Task List
Once scope is clear, it’s time to build your Sprint Task List.
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3. Make Commitments
Now that the tasks are listed, it’s time to make commitments.
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4. Gut Check: Team Capacity
Before you lock in the sprint plan, pause and check: Does this match your team’s actual capacity?
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5. Meeting Cadence
Once the sprint is planned, you’ll want to set a meeting cadence to support execution.
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6. Daily Standups
During the sprint, short check-ins—or standups—help keep momentum.
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7. Escalation: EPM and Sponsor
During the sprint, things will come up—questions, blockers, scope changes.
That’s why the Executagility Project Manager (EPM) and Sponsor need to stay available for escalations.
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8. Sprint Reviews
At the end of the sprint, it’s time for a Sprint Review—this is where the team shows what they completed and reflects on progress.
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9. Sprint Retrospectives
After the Sprint Review, hold a short Retrospective with the team.
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10. Planning the Next Sprint
You’ve completed your first sprint—great work.
Now? It’s time to go right back into planning the next one.
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11. Sprint Planning Summary
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Module 8: Quarterly Cadence
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0. Why Quarterly Cadence?
Ever feel like you’re always sprinting, but not sure if you're still running in the right direction?
That’s where the quarterly cadence comes in.
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1. Prepare for the Quarterly Review
Every 90 days, it's time to lift your head up and look around: What did we actually accomplish?
That’s what the Quarterly Review is for.
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2. Quarterly Review Ownership
In the Executagility Model®, the Prioritization Facilitator owns the Quarterly Review process.
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3. Sponsor Role in the Quarterly Review
The Sponsor’s role in the Quarterly Review is to zoom out and provide perspective.
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4. Quarterly Review Meeting
The Quarterly Review meeting brings together the Facilitator, the Sponsor, and key project leaders.
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5. Prioritization for Next Quarter
Once the review is complete, the next question is simple: What’s next?
This is the handoff point between the Quarterly Review and the Next Quarter’s Prioritization.
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6. Annual Review Meeting
Once a year, you’ll step back for a bigger reflection: the Annual Executagility Review.
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7. Executagility Assessment Trends
Over time, your Baseline Assessment scores create a data trail. And that trail tells a story.
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8. Quarterly Cadence Summary
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Module 9: Executagility Mindset
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0. Success Requires a Mindset Shift
Long-term success with the Executagility Model doesn’t come from nailing every sprint. It comes from gradually shifting how your organization thinks and works.
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1: How Executagility is a Mindset
Executagility gives you structure—but that structure unlocks something bigger: a mindset shift.
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2: A Great Executagility PM Mindset
A truly great Executagility Project Manager—or EPM—shows up with the right mindset. That mindset is captured in a single acronym: DONE.
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3. Six Anchors of High-Performing Teams
Even with a strong EPM, project success depends on the team’s mindset. High-performing teams don’t just get things done—they make execution a habit.
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4. Connecting Leadership and Team Mindset
Executagility works best when leadership and the team are thinking in sync.
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5. Final Call to Action
You’ve completed the training—but the Executagility Model only works if you use it.
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FAQs
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0. Why FAQs?
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1. How to Get Started?
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2. How to Train EPMs?
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3. How to Get Leadership Buy-In?
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4. How is This Different From a Business Operating Model?
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5. Can you Use Executagility® and EOS®?
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6. Can You Use Executagility Without Leadership Buy-In?
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7. How to Train Others on the Team?
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8. What if Team Members Haven't Worked Together?
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9. How to Improve the Definition of Done?
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10. Whose Job Is It to Ensure Projects Get Prioritized?
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11. When to Add Formality to Prioritization?
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12. How to Empower Teams to Self-Manage?
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13. Why Only One Owner Per Task?
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14. Why Only One Sponsor Per Project?
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15. Why Only One Project Manager Per Project?
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16. Why Do We Have to Designate an EPM?
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17. Can the EPM Own Tasks in the Sprint?
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18. Can the Sponsor Own Tasks in the Sprint?
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19. Can the Sponsor be the EPM?
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20. What if the Team Feels Daily Standups are Too Much?
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21. What if the Team Doesn't Engage in Retrospectives?
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22. Does Executagility Work with Virtual Teams?
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23. What Software Do We Need?
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24. When Will We Need to Use Project Management Software?
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25. How does Executagility Work With Part-Time EPMs?
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26. How Do We Get Executagility to Stick?
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How Do We Get More Help?
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Closing and Tool Index
Meet your instructors
✳
Meet your instructors ✳
KATE
MACK
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.
What you’ll learn
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Don’t let Ambiguity be the Enemy of Execution! Prioritize specific projects with a clear “Definition of Done” for the quarter, and your team will know exactly what is expected of them.
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Too often, a project will delay because no one takes the initiative to kick it off. This does NOT happen when the Executagility Model is run well!
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Keep Sponsors, Stakeholders, and non-project team members informed at all times so no one feels the need to micromanage, and the team is recognized for its hard work.
Course FAQ
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The full course is about 2 hours, however it is designed to allow participants to watch short modules and practice as they go, returning to any step that is confusing of which requires additional practice or review. There is no penalty for pausing and/or returning to sections later; each module and short can be reviewed as many times as desired.
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Only one person can login per purchase, however if the participant wants to share some modules with others in a synchronous meeting in a conference room or over a virtual call, no one is going to police you.
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We are happy to meet with you over a virtual call and discuss your unique situation. We have standard and custom coaching packages to help teams that need a boost to ensure their Executagility Model is fully established and running well.