the one page strategic plan
Post on 17-Oct-2014
794 views
DESCRIPTION
A simple guide for developing a strategic plan for small to mid-sized companies.TRANSCRIPT
![Page 1: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/1.jpg)
The One Page Strategic Plan
![Page 2: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/2.jpg)
7 reasons strategic planning initiatives fail
The plan is not given enough Time to work
The Plan is too Vague or Unrealistic
The Story is weak and not delivered properly
The plan is not Integrated instead it’s delivered in disjointed pieces
The wrong things are Measured or not at all
The Wrong People or the right people in the Wrong Role
A team with Outdated Skill Sets is charged with implementing the strategy
![Page 3: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/3.jpg)
Let me tell ya’ll what we’re gonna talk about
today
The One Page Strategic Plan
Section 1: Analysis
Section 2: Planning
Section 3: Execution
![Page 4: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/4.jpg)
Analysis
![Page 5: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/5.jpg)
The 6 Elements of Analysis
VisionCapabilities
Market
ProcessesNumbersPeople
![Page 6: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/6.jpg)
Capabilities
![Page 7: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/7.jpg)
CapabilitiesWhat can you do internally?
SalesMarketingOperationsAdministrationFinance/Bookkeeping HRIT
What do you need to outsource?
![Page 8: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/8.jpg)
Vision
![Page 9: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/9.jpg)
Vision
What are you great at?
What are you known for?
What do you want to be known for? Do they match?
What is your BHAG?
![Page 10: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/10.jpg)
Market
![Page 11: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/11.jpg)
Market
Who are your best customers?
What is your current share of wallet?
Describe your customer database (A/B/C)
Who are you competing against? What are their strengths and weaknesses?
What challenges are your customers facing that you can help with?
![Page 12: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/12.jpg)
Processes
![Page 13: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/13.jpg)
Processes
What is your system to generate leads?
What is your sales process?
What is your customer experience process?
What training programs do you have in place?
What process do you following for innovation?
![Page 14: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/14.jpg)
Numbers
![Page 15: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/15.jpg)
Numbers
What is your cost to acquire a customer?
What is your closing ratio?
What is your break even?
What is your target profit margin?
![Page 16: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/16.jpg)
People
![Page 17: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/17.jpg)
People
Do you have the right people?
Are they in the right roles?
What is your plan to develop your people?
What is your plan to find the right people?
What is your process to actively engage your team?
![Page 18: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/18.jpg)
Planning
![Page 19: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/19.jpg)
The 5 Keys to Planning
1.Written Goals
2.People Development
3.Sales & Marketing
4.Measurement
5.Innovation
![Page 20: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/20.jpg)
Written Goals
![Page 21: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/21.jpg)
Written Goals
What are your sales targets (by month and quarter)?
What profit are you projecting?
What do you want to accomplish in the first 90 days?
What do you want to accomplish with your people?
What personal development do you want to achieve?
What are the 5 key initiatives you are committed to? What do you want to achieve? Who are the champions of each?
![Page 22: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/22.jpg)
People Development
![Page 23: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/23.jpg)
People Development
Who are your key people?
How are you keeping them engaged?
Do you have all of your people on 90-day development plans?
How are you challenging your people to be better?
What are you doing with your disengaged staff?
![Page 24: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/24.jpg)
Sales & Marketing
![Page 25: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/25.jpg)
Sales & Marketing
What are you doing to better understand your customers?
What is your clear and compelling message?
What are the best methods to deliver your message?
How will you generate leads and new customers?
What is your budget?
What is your online presence strategy?
![Page 26: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/26.jpg)
Measurement
![Page 27: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/27.jpg)
Measurement
How will you track where leads originate?
How will you track the progress of leads?
How will you measure your advertising?
How will you measure online activity?
How will you measure your customer service?
![Page 28: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/28.jpg)
Innovation
![Page 29: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/29.jpg)
Innovation
How are you encouraging your staff to be innovative?
What sections of your business need innovation?
How can you get your customers to help with innovation?
![Page 30: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/30.jpg)
Execution
![Page 31: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/31.jpg)
The execution of an idea is always more important than the brilliance of the
thought
![Page 32: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/32.jpg)
4 Ways to Execute Your Plan
1. 90-Day Plans2. Communications Plan
3. Accountability Partners4. Weekly Meetings
![Page 33: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/33.jpg)
90-Day PlansClear Expectations of Your Role.
• Do you know what is expected of you?• Do people know what you expect of them?• Is there a match or alignment?
Developing Your Business SkillsAreas in the business you would like be better at or know more
about.
Developing Your Personal Skills.Attitudes, influence, leadership abilities. Where do you choose
to improve?
Strong Requests What resources, tools or help do you need?
Customer Service How will you specifically help lead customer service
excellence.
Account ActivationWhat existing account do you want to grow?What past accounts to you want to reignite?What new accounts do you want to target?
![Page 34: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/34.jpg)
Communications Plan
![Page 35: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/35.jpg)
Accountability Partners
![Page 36: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/36.jpg)
Weekly Meetings1.Always have an agenda
2.Everyone in the meeting must report back on their 90-day plan and specifically what action they have taken, what’s happened and what the next steps are
3.Never let it get personal
4.Everyone at the meeting must make a commitment to achieve something
5.Set a date for the next meeting
![Page 37: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/37.jpg)
![Page 38: The One Page Strategic Plan](https://reader034.vdocument.in/reader034/viewer/2022052617/54411898b1af9ffb4b8b4616/html5/thumbnails/38.jpg)
Larry AndersonPartner, Trigger StrategiesTwitter: @triggerstratEmail:[email protected]: triggerstrategies.ca