SunBridge business Tools

Strategic Vision
is the core SunBridge planning tool for turning dreams into reality, for transforming airy-fairy wishing into the nitty-gritty details of how to get it done.

The Five Phases of Your Business
This is a framework to encourage a business owner to share the stories of his or her business, as an aid to identifying the business’ key values, and as a precursor to thinking about the future of the business.

The Fully Integrated Business
This is a conceptual model that identifies the key aspects of a business that is filled with passion and purpose, not only for the leaders, but also for the workers and the customers. Some of its key components include:

• Working in “Perfect Focus”
  This is a very short list of activities we engage in, in which we are working at our highest and best use; where our strengths, passion, sense of purpose, value creation, and instinctive ways of operating all come together.
  
• Building a “Perfect Team”
  This is a group of workers who all share a common vision, who are all working in Perfect Focus, and who have synchronized and integrated their job assignments and processes.
  
• Working with “Perfect Clients”
  These are the customers who are ideal for who we are, what we offer, and how we operate, and for whom we deliver the greatest value with the greatest ease.
  
• Creating “Perfect Processes”
  These are the systematic ways in which we deliver the greatest value to our Perfect Team and to our Perfect Clients.
  
• Delivering “Perfect Results”
  These are the outcomes we produce in a Fully Integrated Business, which are always win/win/win: a win for the leaders, a win for the team, and a win for the customers.
  
• Living a Fully Integrated Life
  This the center of The Fully Integrated Business and reminds us that whole reason for building a business is to provide the quality of life that is most meaningful for us and those for whom we care most deeply.

Building a Fully Integrated Business
This is a diagnostic and planning tool for creating the blueprint for turning an ordinary company into a Fully Integrated Business.

Becoming a Catalyst for Lasting Change
This is a conceptual model that lays out the step-by-step SunBridge process for creating the lasting transformations that turn passion and purpose into a meaningful way of living.

The Client Service Gap
This is a conceptual model that compares and contrasts the typical Level 1 approach to client services with the potential of a deep and fulfilling Level 3 relationship.

The Three Levels of Client Service
This is a conceptual model that identifies and defines the possibility of meeting each client wherever he or she is, and then inviting them to work with us in increasingly larger and more meaningful ways.

The Ten Truths of Building Bridges
This is a set of standards that remind us of the truths that our clients bring in their hearts as they come to meet with us and as they look to us for service.

The Client Cultivator Conversation
This is a pattern for how to talk with Perfect Clients so that they will want to introduce us to other potential Perfect Clients.

The Three-by-Five Feedback Sheet for Presentations
This is a tool for increasing interaction and story sharing in a group presentation, and facilitating a follow-up one-to-one meeting.

sunbridge Legacy Tools

The Bridge Builder
This is a powerful piece about the importance of serving, giving back, and leaving a legacy for those who come after us.

I Come from a People
This is a group introductory exercise that promotes a depth of connection in a few minutes while allowing participants to connect with and share their heritage and their most important values.

Your Life in a Brown Paper Bag
This is a one-to-one or small group activity that facilitates the discovery of each other’s deepest self and the discovery of what really makes us tick, through the use of small personal objects and the stories behind them.

The Lighthouse
This is a presentation built around the “Turning Point” video that helps us see the potential impact of the small acts—and the small objects—in our lives and the lives of others.

Stories, Pictures & Heirlooms
This is a presentation that creates human to human connection between the presenter and the members of the audience by tapping into the experiences and feelings associated with our stories, family pictures, and heirlooms.

Words from the Heart
This is a presentation that demonstrates the power of words of wisdom left to children and grandchildren by a parent or ancestor; serves as an introduction to the Personal Legacy Declaration.

Personal Legacy Declaration Questionnaire
This is a booklet that simplifies the process of creating a first draft of “words from the heart” and sharing wisdom with those we love.

Lifeline of Significance
This is a one-to-one or small group activity that uses a thumbnail sketch of the major events of a lifetime to deepen understanding of the person.

Angels & Heroes
This is a one-to-one or small group activity that creates a true and unvarnished view of a person’s deepest and most closely held values.

sunbridge Coaching Tools

The Fully Integrated Life
This is a conceptual model that teaches the interdependence between our personal purpose and sense of identity, our closest and most cherished relationships, our larger circle of relationships, and our stewardship of our resources. It also teaches that all these are underlain by a set of core values, which are in turn built on a foundation of the stories we have formed of our lives until now, and the vision we hold of the rest of our lives.

Tapping into your Wisdom
This is a one-to-one or group sharing technique that invites deeper sharing and deeper introspection, helping us recognize the wisdom in all of us.

Reflecting on the Future
This is a questionnaire tool for beginning the work of designing an intentional future.

My Life, My Legacy
This tool unfolds the quadrants and major components of The Fully Integrated Life into a comprehensive summary of the life-wisdom of the client for his or her loved ones.

Living Your Life with Passion & Purpose
This is a life-encompassing visioning and planning tool that assists the client to craft the outline of the story of the rest of his or her life

Imagining Your Life in Perfect Balance
This is an activity to discover how we would really live our lives if we had an abundance of time, energy, and money.

sunbridge Story-Selling Tools

The Story-based Client Meeting
This is a process that uses the power of human narrative to communicate deeply with customers and prospective customers, to probe their needs and concerns, and to demonstrate our ability to address those needs and concerns effectively.

The SPIRALS Conversation
This is a framework for using customer stories and quality listening to help them make important decisions and to move them to action.

Oral Autobiography Questions
This is a series of “story-leading questions” designed to facilitate a review and examination of one’s life by looking back at some of the major events in it.

Building Bridges
This is a presentation with computer graphics that explores how we can become bridge builders, using all of our wealth—both financial and non-financial—to tell the story that will be left when we are gone.

The SPIRALS Conversation for Professional Colleagues
This is a model for how to talk to and connect at a human level with fellow professionals, so that we can be mutually supportive in our businesses and develop meaningful and lasting relationships.