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30/60/90 DAY ACTION PLAN FOR SUCCESS Prepared by: Prepared for: Date: Today --- NOW! William Toujouse, MBA YOUR ORGANIZATION
30/60/90 DAY ACTION PLAN
FOR SUCCESS
Prepared by:
Prepared for:
Date: Today --- NOW!
William Toujouse, MBA
YOUR ORGANIZATION
My plan for YOUR SUCCESS!
Introduction to all department heads, managers, etc. and get office organized and review all policies and procedures.
Begin evaluation phase of facility. Review budget, strategic plan, etc.. Review contracts and agreements.
Assess and identify service line cost issues and recommend ways to reduce cost, increase revenue, etc.
Overview
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30 Day Plan 60 Day Plan 90 Day Plan
• Meet management, team members, support departments
• Visit heads of departments of all service areas
• Learn the culture of the facility
• Learn policies and procedures
Orientation 30Day Plan
• Identify top organizational issues and research possible solutions
• Use 80/20 Rule to prioritize organizational issues and solutions
• Identify key levers for success
• Develop appropriate action plans based on training and review of organization
• Identify top organization issues• Staffing, contractuals, etc.
Research and Organization 30Day Plan
• Top 10 current service lines
• Identify “problem” issues or most “at risk” areas
• Top 10 potential service lines that could be beneficial to the facility
• Top competitive companies
• Use the “80/20 Rule” to evaluate processes, product success, or services
• Prepare a SWOT analysis of financial status and meet with CEO on how to improve
Identify Top Priorities: 30Day Plan
• Introduce yourself via letter or e-mail
• Review all contracts and agreements with your organization
• Meet any vendors regularly used and review all contracts
• Understand payment arrangements with vendors
• Report on progress to manager and get feedback
Contact Carriers and Vendors 60Day Plan
• Study budget, inventory, supplies, etc.
• Review Budget• Identify inventory and supply issues• Establish procedures for addressing
issues• Follow through on commitments• Establish myself as a resource and
consultant
• Examine daily operational cost-controls
• Begin evaluating cost-efficiency of vendors / suppliers
• Identify areas to upgrade or improve
• Begin research on long-term goals
Review Financials 60Day Plan
• Continue to turn in paperwork and reports in a timely manner
• Continue to dialog with supervisor/manager
• Study to improve service line and procedure knowledge.
• Build relationships with staff, management, etc.
• Attend meetings and build trust, and be a good team member
• Review department satisfaction and address issues
Ongoing Steps 60Day Plan
• Work efficiently and effectively to ensure optimum time management.
• Use 80/20 rule
• Focus on lower-priority product/service lines to build revenue
• Implement new procedures, techniques, or plans to further long-term goals.
• Come up with new and creative ways to grow company revenues.
• Get input from team and manager.
Moving Forward 90Day Plan
Increasing Momentum
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• Use 80/20 Rule to identify top revenue-generating activities
• Use data to identify most efficient procedures
• Use data to identify least efficient procedures
• Streamline procedures for better efficiency
• Use 80/20 Rule to begin evaluating time and task management
• Organize daily schedule for optimum efficiency
• Begin to implement organizational solutions
• .
90Day Plan
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Increasing Momentum cont’d.
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• Continue dialog with other departments within the organization
• Develop ongoing smooth working relationship
• Evaluate progress toward quarterly goal
• Compare your department’s or group’s performance with others at the same level
• Evaluate performance
• Identify new procedures or plans to improve performance
• Implement new ideas
90Day Plan
Thank You!
Name: William Toujouse, MBA
Phone: (504) 577-0105
Email: [email protected]
Profile: www.linkedin/in/williamtoujouse
Blog: www.biznesscents.com
