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The XCEL Playbook

The XCEL Playbook is your step-by-step guide for turning inspiration into action. The conversations, insights, and connections you experience throughout the Summit have the power to create lasting change—but only if they’re put into practice.

Organized to support your journey before, during, and after the conference, the Playbook provides practical tools to help you prepare with purpose, capture meaningful insights, and build an implementation plan that drives measurable results. As you work through the steps below, you’ll be guided to the appropriate section of the Playbook to complete each activity and maximize the impact of your XCEL Summit experience.

Xcel Playbook

Purpose:

Provide a set of resources for XCEL attendees to reflect on learning and plan after the Summit.

Pre-conference goal setting & planning

1. Start with a clear purpose and outcomes.

Define what success looks like before the conference begins. Use the Pre-Conference Goal Setting and Outcomes Planning Template to identify your objectives and expected outcomes. 

During the conference

2. Capture your thinking during sessions:

Take notes, record key insights, and document ideas that can be applied after the conference.

 

3. Collaborate and learn from others

Network with speakers and attendees, ask thoughtful questions, and expand your perspective. Connect with others through the Events App.


4. Share ideas

Continue the conversation by sharing key takeaways and connecting with fellow attendees through the Events App.

 

5. Reflect and prioritize

Take time to review what you’ve learned and identify the ideas that will have the greatest impact on your personal or professional goals.

6. Choose your accountability partner

Identify a colleague, teammate, mentor, or fellow attendee who will help keep you accountable after the conference. Share your goals, schedule regular check-ins, and support each other in turning insights into action.

Post-conference action planning

7. Commit to action from conference learning
Turn your best ideas into specific action items using the After-Conference Action Plan Template.


8. Stay Accountable
Track your progress with a 30/60/90 Action Plan to ensure your conference learning leads to meaningful results.

9. Make a strategic implementation plan
Develop a roadmap that outlines priorities, timelines, resources, and accountability to successfully implement your ideas.

Keep the Momentum Going

Your growth doesn’t end when the Summit does. Download and print the My XCEL Action Commitment as a daily reminder of the promises you’ve made to yourself. Post it in your office, workspace, or cubicle where you’ll see it every day, and let it serve as a constant reminder to lead with purpose, execute your plan, and stay accountable to your goals.

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