o'connells obm - high involvement planning template
DESCRIPTION
These slides are provided as a template for you to pull together a well structured high involvement planning session to run with your team.TRANSCRIPT
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high involvement planning
[Enter Year]
[Insert Firm Logo here]
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[Insert prior year] achievements
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the big idea
values, mission, vision
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values[Feel free to insert your own values in the space below]
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mission
[Insert your mission here]
[Feel free to insert your own picture relevant to your mission]
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vision
[Insert your vision here]
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building blocksvision[Enter here the steps you need
to get to your vision:1.2.3.4.5.6.…]
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[List sub-actions here to assist in reaching that larger goal]1.2.3.4.
[Insert Goal 1 here]Goal:
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[List sub-actions here to assist in reaching that larger goal]1.2.3.4.
[Insert Goal 2 here]Goal:
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[List sub-actions here to assist in reaching that larger goal]1.2.3.4.
[Insert Goal 3 here]Goal:
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connecting you to it
what are you doing?
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external opportunities and threats
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economic, industry, market intelligence
what are the key indicators?
what’s the outlook?
how will this impact our company?
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competitive intelligence
who are our competitors?
what do we know about them?
why do customers buy from them?
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customer intelligencewho are our most satisfied customers?
who are our most profitable customers?
who have the greatest growth potential?
what are their current and future needs?
what are we doing about it?
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reflection
what have we learned?
actions?
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internal strengths and weaknesses
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competitive advantagewhat is our competitive advantage?
what are we actively doing to leverage it?
what do we need to do to make it even stronger?
can we measure it?
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financial perspective / trends / benchmarks are we profitable?
are we generating enough cash?
are we getting a fair return on our investment?
what about non-financial indicators?
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input surveys[Insert the surveys that your organisation uses to gather feedback from your team]
for example:HIP stakeholder survey
non-chargeable activities survey
GGOB appraisal survey
Climate/Culture survey
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reflection
what have we learned?
actions?
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[Insert coming year] revenue plan
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what’s the top line?
based on historical performance
based on market realities
based on our SWOT
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[insert year] revenue
baseline
target
vs capacity
vs stock
$
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our strategy for growth
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strategies
should bridge the gap between
NOW and WHERE
answers the question – HOW will we get there
FOCUS on exploiting strengths and opportunities and minimizing weakness and threats
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financial objectives
marketplace objectives
operational objectives
people objectives
[insert coming year] objectives
building blocks:
•[insert key goals here]
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growth and contingency planning
what if?
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what if?
our assumptions are incorrect?
our largest client goes out of business?
our competitors actively peruse our accounts?
what if we lose a team member?
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contingency
what revenue generating activities can be activated
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5 year plan
revenue and profit projection
what additional activities needed to support growth projections?
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buy-in
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questions: 0-10
do you believe it?
does it excite you?
do you have confidence in the plan?
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