STRATEGIC PLANNING & EXECUTION

70% of change in business does not get planned or executed correctly

● Team dissatisfaction● Low morale● Distraction● Disruption to BAU● Loss of time● Loss of $$$

Poor Planning

MINDSET TIPS

1. Useful action: what is the most useful thing for you to do to get from action point 0 to action point 2?

2. Useful belief: if you believe there is opportunity, you will start to see opportunity everywhere

Blind optimism doesn’t work

RED TOYOTA THEORYSending your team on a mission to find opportunity

THE SUNSET

THE PLAN

20YR VISION

Strategy (3 yr): Improve efficiencies both operationally and in delivery to customers, by utilising the latest technology to ensure ease of future growth.

Ops Plan (12 mth): Create and implement solid technology through internal operations.

Example Exercise

● Quarterly Focus● Quarterly Focus

● Quarterly Focus● Design and implement robust operations and

technologies that enable and monitor company performance

Design and implement robust operations and technologies that enable and monitor company performance

Design and develop departmental scoreboards that monitor company performance

Leverage & improve upon existing CRM technologies to drive operational excellence through L&D

Develop team performance tech to assist management in quarterly culture check ins

Finance Mgr

COO

IT Specialist

COO

IT Specialist

HR Manager

Quarterly Focus

Monthly

Objectives

Design and develop department scoreboards that monitor company performance

Leverage & improve upon existing CRM technologies to drive operational excellence through L&D

Quarterly Focus

ACHIEVEDDevelop team performance tech to assist management in quarterly culture check ins

Monthly

Objective #1

ACHIEVED

Monthly

Objective #2

ACHIEVED

Monthly

Objective #3

ACHIEVED

Design and implement robust operations and technologies that enable and monitor company performance

Design and develop departmental scoreboards that monitor company performance

Leverage & improve upon existing CRM technologies to drive operational excellence through L&D

Develop team performance tech to assist management in quarterly culture check ins

Finance Mgr

COO

IT Specialist

COO

IT Specialist

Create self-assessment q’s.

HR Manager

Write implementation plan and deliver to team.

Quarterly Focus

Monthly

Objectives

Weekly

TargetsDevelop tech framework and input q’s with link.

Detail data to be reported on.

Develop framework for company dashboard.

Identify and eliminate any manual reporting.

Design and develop department scoreboards that monitor company performance

Leverage & improve upon existing CRM technologies to drive operational excellence through L&D

Quarterly Focus

ACHIEVEDDevelop team performance tech to assist management in quarterly culture check ins

Detail data to be reported on.

Monthly

Objective #1

ACHIEVED

Monthly

Objective #2

ACHIEVED

Monthly

Objective #3

ACHIEVED

Identify and eliminate any manual reporting.

Develop framework for company dashboard.

Design and develop departmental scoreboards that monitor company performance

Finance Mgr COO

Finance

Detail data to be reported on.

Meet with CEO to develop list of key metrics

Prepare auto-sales reporting and integrate into dashboard

Finance MgrCEO

Finance MgrSales Mgr

Book in regular reminders to calendar to produce report

Sales Mgr

Monthly

Objectives

Weekly

Targets

Daily

To-do’s

Design and develop department scoreboards that monitor company performance

Leverage & improve upon existing CRM technologies to drive operational excellence through L&D

Quarterly Focus

ACHIEVEDDevelop team performance tech to assist management in quarterly culture check ins

Detail data to be reported on.

Monthly

Objective #1

ACHIEVED

Monthly

Objective #2

ACHIEVED

Monthly

Objective #3

ACHIEVED

Identify and eliminate any manual reporting.

Develop framework for company dashboard.

Finance Mgr with CEO to develop list of metrics

Prepare sales reporting and integrate into dashboard

Other things we need to do this week

Other things we need to do this week

Other things we need to do this week

Other things we need to do this week

Other things we need to do today

Other things we need to do today

Another thing we need to do today

Another thing we need to do today

Other things we need to do today

Design and develop departmental scoreboards that monitor company performance

Finance Mgr COO

Finance

Detail data to be reported on.

Meet with CEO to develop list of key metrics

Prepare auto-sales reporting and integrate into dashboard

Finance MgrCEO

Finance MgrSales Mgr

Book in regular reminders to calendar to produce report

Sales Mgr

Monthly

Objectives

Weekly

Targets

Daily

To-do’s

● What assets and resources do we have?● What assets and resources do we need?

● What skills do we have amongst team?● What skills do we need?

This will help inform you around:● Leveraging● Spending● Outsourcing● Upskilling

Once the plan is starting to map

EXECUTE IT

● Be realistic● Research where needed● Appoint a DRI● Always involve the persons who will drive key parts● Be committed● Be agile● Accountability is critical, but ownership is #1● Create habits ● Know your resources

Quick Tips for a Clean Delivery

Nifty Tip to get to the SunsetOnce the plan is complete: take your team through the plan.

Map it out, give deliverables, appoint DRIs, set deadlines, save timeframes into calendars, have them list out minor deliverablesthat they can put into weekly action plans.

Then: host a sunset meeting.

THE SUNSET