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A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
A Strategy in a Day & The One Page Strategic Plan
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A Strategy in a Day & The One Page Strategic Plan

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Intro to what I do & why I do it, because the execution of an idea is always more important than the brilliance of the thought.

Intro to what I do & why I do it, because the execution of an idea is always more important than the brilliance of the thought.

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  • Thanks Gaurav.. in addition to focus, it's actually the first step toward effective communication up & down an organization, and a bedrock for heightened performance & employee engagement.
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  • One page strategic plan is right tool for focus and action from a planning perspective.
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  • 1. A  Strategy  in  a  Day  &    The  One  Page  Strategic  Plan   Because  the  execu+on  of  an  idea  is   always  more  important  than  the   brilliance  of  the  thought   jc@jcduarte.com   www.linkedin.com/in/jcduarte   www.thestrategyguysite.com  
  • 2. What  is  it?  A   Strategy   in   a   Day   is   a   facilitated   one   day   workshop   that   develops  and   aligns   your   organizaEon   around   the   right   short,   medium   &   long  term   strategic   iniEaEves   that   will   drive   the   performance   &   results  required  for  your  success.    The  output  of  your  one  day  strategic  workshop  is  then  translated  into  a  One  Page  Strategic  Plan  that  guarantees  alignment,  engagement  &  commitment   to   the   roadmap   require   to   achieve   success.   It   also   serves  a   highly   effecEve   communicaEon   tool   for   your   enEre   organizaEon,  literally  guaranteeing  that  everyone  on  the  same  page.  
  • 3. What  is  it?  Along   with   the   supporEng     agile   business   methodology,   teams   that  have  gone  through  this  process  declare  coming  away  with..      •  a  greater  sense  of  Clarity  •  Focus  •  Alignment  •  MoEvaEon  •  Agility  •  and  ownership  for  the  ac7vi7es  required  to  achieve  success    
  • 4. How  does  it  work?  Many  organizaEons  have  very  comprehensive  and  complex  strategies,  yet   oOen   leave   a   gap   required   for   successful   opera7onal  implementa7on.  The    one  day  workshop  fills  this  gap  by  facilitaEng  a  strategic   dialog   based   on   quanEtaEve   acEons   that   deliver   qualitaEve  performance  &  results.      We  start  with  the  macro  core  ideology,  gradually  narrowing  our  focus  toward   idenEfying   the   Top   5   breakthrough   prioriEes   that   will   most  posiEvely  impact  your  business  performance  &  results.      The  One  Page  Strategic  Plan  process  ensures  teams  more  easily  relate  which  acEviEes  they  have  to  engage,  prioriEze,  &  successfully  execute.  
  • 5. How  does  it  work?  During  this  process..  •  Key  objecEve  indicators  are  established  •  Accountability  and  ownership  for  results  are  idenEfied  •  A  short,  medium  &  long-­‐term  roadmap  for  success  is  designed    •  The  enEre  organizaEon  is  engaged  
  • 6. The process at 10,000 feetThe Strategy Creation Cycle The Results Creation Cycle     TacEcal  /   Company     OperaEonal     Results   Workshop;   Plan;  @  two   Behavioral   Impacted   Strategic  Plan,   weeks  aOer     Change   @  90  Days   TOP  5  PrioriEes   the  Workshop    Discovery   &  Ownership  /   @  60  Days   Learning  Process   Accountability   Applied   @  30  Days   The Agile and Continual Improvement Cycle Ÿ  Results pulse-check @ “period”-to-date vs. required Ÿ  Measure velocity, relevance & agility of results
  • 7. Why  it  works  Maslow’s  Hierarchy  of  Needs   Convergence  Theory  •  The  “what’s  in  it  for  me”  factor   •  InspiraEon  Top  /  Down   •  Alignment  &  ExecuEon   Bo`om  /  Up   The  Right   The  Right   Result   AcEon   The  Right   The  Right   People   Timing  
  • 8. The One Page Strategic Plan < Distributed Breakdown > Compass  &     Corporate  Top  5  PrioriEes  Contributor  #1   Business   Business   Top  5   Units   Units  Contributor  #2   Areas  /   Areas  /   Areas  /   Top  5   Workgroups   Workgroups   Workgroups  
  • 9. The One Page Strategic Plan < Distributed Breakdown >StarEng  with  a  blank  page,  the  following  set  of  illustraEons  reflect  the  5  strategic  &  operaEonal  levels  of  the  One  Page  Strategic  Plan.    •  Levels  0  to  2   –  Strategic  &  common  to  the  enEre  company  or  Business  Unit    •  Level  3   –  The  Strategic  Contributor;  the  Team  or  Individual  who  contributes  to  your   short-­‐term  prioriEes    •  Level  4   –  A  contribuEng  Area  or  Workgroup’s  OperaEonal  Plan    •  Level  5  (not  represented,  but  available  upon  request)   –  The  Area  or  Workgroup’s  TacEcal  Plan  &  ExecuEon  Timeline    
  • 10. A blank One Page Strategic PlanYour  Logo  
  • 11. One Page Strategic Plan @Level 0 Your  Logo  Core  Ideology  as  Compass   Core  Ideology  as  Compass  
  • 12. One Page Strategic Plan @Level 1 Your  Logo  Workshop  Top  5  as  North  Star   Workshop  Top  5  as  North  Star  
  • 13. One Page Strategic Plan @Level 2 Your  Logo  Top  5  Breakthrough  PrioriEes   Top  5  Breakthrough  PrioriEes  
  • 14. One Page Strategic Plan @Level 3 Your  Logo  ContribuEng  Top  5   ContribuEng  Top  5  
  • 15. One Page Strategic Plan @Level 4Your  Logo   ContribuEng  Top  5   OperaEonal  
  • 16. How  it  all  comes  together  One Page Strategic Plan Your  Logo   How  it  all  comes  together  
  • 17. How  it  aligns  with  other  tools?  More   important   than   the   One   Page   Strategic   Plan,   as   a   tool   itself,   is  the  successfully  proven  strategic  &  opera7onal  execu7on  processes,    frameworks  and  methodologies  behind  it.      Where  as  Balanced  Scorecards  are  tools  for  accompanying  objecEves  &  key  results,  it’s  the  output  of  the  one-­‐day  strategy  session  that  gives  you   the   focus,   alignment   &   moEvaEon   around   the   key   acEviEes   that  deliver  success.    Whatever  system  you  currently  use  for  performance  measurement  &  management,   the   flexibility   in   the   design   of   the   One   Page   Strategic  Plan   process   guarantees   ease   of   adaptability   to   enhance   exisEng  systems.  
  • 18. How  do  you  benefit?  •  ONE  TEAM;  commi`ed,  engaged,  agile,  moEvated  &  focused  on  the  right   acEviEes   by   the   right   people   at   the   right   Eme   that   will   provide   the   right   results  that  will  most  impact  your  business.    •  A   Compass;   a   single   page   that   will   be   used   to   filter   the   key   decision   criteria   your   organizaEon   faces   when   making   the   right   choices   that   will   bring  you  the  right  results  most  needed  under  the  current  circumstances.    •  A  North  Star;  the  right  combinaEon  of  short,  middle  &  long-­‐term  prioriEes   that  deliver  the  results  your  organizaEon  requires  to  achieve  success.    •  A   Roadmap;   in   the   form   of   a   strategic   plan   that   drives   your   most   relevant   strategic  thinking  operaEonal  planning  and  tacEcal  acEviEes,  made  up  of   smarter   objecEves,   key   results,   accountability   and   highly   relevant   next   steps  to  address  an  ever  changing  business  environment  surrounding  you.    •  Everyone  on  the  Same  Page;  in  how  their  individual  and  group  efforts  and   acEviEes  contribute  to  the  organizaEons  success.  
  • 19. Your  experience  facilitator   (The  Strategy  Guy)    •  I’m  driven  by  my  purpose  to  influence  (move  to  acEon)  and  enrich  the   lives  I  touch,  helping  people  and  organizaEons  grow  5x  faster  to  realize   their  full  potenEal  •  28  years  of  proven  results  across  5  conEnents  &  three  languages   –  16  years  as  COO  (Chief  OperaEons  Officer),  CTO  (Chief  Technology  Officer)  &   Customer  Services  Director  @  Fortune  500   –  12  years  as  Interim  ExecuEve  Manager  &  Business  Coach  @  Private  PracEce   –  Since  2005  I’ve  pracEced  the  Strategy  in  a  Day  &  One  Page  Strategic  Plan  across  5   conEnents  and  at  every  stage  organizaEon;  from  non-­‐profits  to  entrepreneurial   start-­‐ups,  to  mid-­‐sized  fast  growth  companies,  to  Fortune  500  corporaEons    •  Email  @  jc@jcduarte.com    •  Blog  @  www.thestrategyguysite.com  •  LinkedIn  Profile  @  www.linkedin.com/in/jcduarte  
  • 20. A  Strategy  in  a  Day  &    The  One  Page  Strategic  Plan   Because  the  execu+on  of  an  idea  is   always  more  important  than  the   brilliance  of  the  thought   jc@jcduarte.com   www.linkedin.com/in/jcduarte   www.thestrategyguysite.com  

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