• Meetup by Frederic Moreau, PÖL Digital• May 27, 2014 •

AGILE STRATEGIC PLANNING • INTRODUCTION •

Montreal Solution Group for Business Owners

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AGENDA• 20’ - Introducing

• What are we talking about?

• What do we mean by agility?

• The Agile Strategic Planning methodology

• 40’ - Sharing

• 60’ - Getting together

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WHAT ARE WE TALKING ABOUT?• In a VUCA environment, there is a need to change the way we do things.

Volatility The nature and dynamics of change, and the nature and speed

of change forces and change catalysts.

Anticipate the Issues that Shape Conditions

Uncertainty The lack of predictability, the prospects for surprise, and the sense of awareness and understanding of issues and events.

Complexity The multiplex of forces, the confounding of issues and the

chaos and confusion that surround an organization.

Ambiguity The haziness of reality, the potential for misreads, and the mixed meanings of conditions; cause-and-effect confusion.

Understand the Consequences of Issues and Actions

Appreciate the Interdependence of Variables

Prepare for Alternative Realities and Challenges

Interpret and Address Relevant Opportunities

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WHAT ARE WE TALKING ABOUT?• Several business concepts and planning methodologies co-exists to

execute a rather lean business planning approach. But they do not provide the « accuracy over agility » ratio meeting most of my clients’ needs.

Porter’s 5 forces (Mickael Porter) Business Model Generation

(Alex Osterwalder )

Lean Startup machine (Eric Ries)

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AGILITY MODEL

• Agility is the dynamic capability to sense, anticipate, respond intelligently and act quickly and easily, in a coordinated way.

An#cipa#on))

of)change)and))

readiness)

Agility))Unity)

of)purpose)and)

commitment)

Fluidity)

of)decisions))

)&)resources))Fast% Focused%

Flexible%

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SUGGESTED AGILITY FRAMEWORKSOrganizational agility

(Behavior)Operational agility

(Execution)

Strategic agility (Direction)

Anticipate (plan & assess)

Cooperate (build)

Innovate (improve)

Do We D

elive

r Valu

e?

Master (do things right)

Adapt (change)

Innovate (create)

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BUSINESS STRATEGIES ARE INCREMENTAL

To Master (dominate)

To Adapt

To Innovate

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THE AGILE STRATEGIC PLANNING MODEL (ASP MODEL)

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THE ASP MODEL TRANSLATES INTO 4 TEMPLATES 1/4• BUSINESS FOOTPRINT

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THE ASP TRANSLATES INTO 4 TEMPLATES 2/4• MARKET ENVIRONMENT ANALYSIS

Innovation

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THE ASP TRANSLATES INTO 4 TEMPLATES 3/4• AGILE STRATEGY & ACTION PLAN

Innovation

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THE ASP TRANSLATES INTO 4 TEMPLATES 4/4• FINANCIAL PLAN

Innovation

Current position Target position K$ FY % FY K$ FY % FY

Data (articles/yearly) 1,956 100% 3,900 100% Traffic (K UVs/yearly) 27,600 100% 39,600 100% Revenues (K$/yearly) 3,300 100% 5,400 100% OPEX 3,105 100% 4,430 100% Sales 700 22.5% 900 20.3% Customer service 150 4.8% 400 9.0% Marketing 400 12.9% 1,000 22.6% Production 880 28.3% 900 20.3% IT 600 19.3% 700 15.8% Finance 150 4.8% 210 4.7% Admin 150 4.8% 210 4.7% Legal 75 2.4% 110 2.5% EBITDA 195 5.9% 970 18.0% CAPEX 150 4.5% 450 8.3%

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HOW DO YOU PLAN YOUR BUSINESS STRATEGY?

• Who is helping you with this?

• Which framework do you use?

• How satisfied are you with the execution

• …

40’ round table discussion

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INTERESTED IN LEARNING MORE?

• Frederic Moreau, PÖL Digital

StationC, Suite 204, 5605 de Gaspé, Montréal, QC, Canada Cell. 514 503-3357 - fred@poldigital.com ca.linkedin.com/in/fredericmoreau/ !

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