Methodology to implement strategic planning to achieve goals and objectives.

1. Practical Strategic Planning This presentation will give you an overview of how to do a strategic planning initiative.

2. What is strategic planning? Create, plan and motivate to execute actions that will achieve an specific business mission.

3. Contents:

4. a) Set a Frameb) Key Factors & Tools 1. Define Context

6. Define “Whywewantit” (Vision)

7. Define “Whatisallowed” (Values)

9. Output of the milestone: The light after the tunnel id Defined (What, why and when: Mission, vision and timeframe) A Brainstorm of good, bad, and the ugly (what to increase, decrease, avoid, etc. defined) Do clusters of information (Use the categorization to balance: Financial, customers, processes and learning and growth) b) Key Factors & Tools

10. 2.Measure & Compare c) Add numbers to the statements d) Rank by importancee) find relationships.f) Break it down in to a path

11. c) Add numbers to the statments Example: The Mission states: …”be one of the TOP 3 in the industry by cost and quality ” SWOT analysis showed: our price is not the best in the market we do not have any share in Asian market Our warranty rate is 1/100 for early life and 1/300 mid to end of life Not all the statements will have numbers but we encourage to find them in order to have A real proportion of the truth, where you are and where you want to go.

12. d) Rank by importance Make a database of factors: Worksheet or list (Output) From the SWOT & PESTEL you will find several ideas. Rank them and set a limit or scope. Define an action to mitigate the harm or increase the helpful factors Source Name (use a decision matrix: importance, score and rank) Set a limit: You won’t be able to do everything at once

13. e) Find relationships Go deeper: From the Ideas, SWOT, Maps and PESTEL Take all your weaknesses and see if there are relationships between them, Are they one cause of the other? It´s a fact or a perception? Why they have this perception? . Map all this ideas, make a conclusion and address the findings as one to three projects. (you can do the same for the strengths or opportunities) Make the same thing within groups and between groups in order to improve your organization: How we work together? Output: 1 to 3 projects defined for the year Mayor problems exposed and known (adjust)

15. Balance and index You have already selected the mayor drivers to the year (Projects, actions, and end of year desired state) i) Balance them in the “Porter´s perspectives”. j) Assign the Key performance Index that will be impact by the project. k) Assure that those are present in the balance scored card (Macro and micro) Balance and índex

16. Balance and index High level clusters should fall in one of the four Porter´s perspectives. This is the Core structure of the plan

17. Balance and index The balance will assure the success of the company, we need Happy customers and happy employees with effective process and financial success. You can only improve what you can measure You can have 3 levels of the same metric: Toassureinvolvment Scrapover sales fromtheplant / fromthedivision/ fromtheproject

18. At thispointyou can built a structure: Set a general Board and feeditwithsubsystems, forexampleyou can have a companyboardfeedbyanoperational, R&D and Central functionboard Balance and index GENERAL Central R&D Operations

19. Define a Balance scored card per Area, assure alignment between each level. No less than 8 Key performance index not more than 10. Translate the BSC into personal targets. Balance and index Example of three KPIs in a BSC

20. 4. Plan & motivate

21. Communicate& Motivate Make a kick off of the Strategy and its indexes to all the organization: communication plan (Output) Develop a personal goal sign in Each employee with their bosses Each employee agrees their contribution to the grater good Go!

22. Control Evaluate results and adjust: Month by month follow you Balance Score Card. At the middle of the periodgo back andevaluate the performance andadjust the plan if needed.

23. Control Go virtual: Make the score cards available for everyone. Learn: Adjust the strategy system after learning from the process Routine: be sure the eyes are over the objectives every step of the way Interactive and interaction: People is Key, listen, respect agreements. Reward: Establish a reward system based in three factors: Recognition, monetary reward and access to knowledge

24. Summary Where we want to be Dream Be realistic At the end of the period Where we are

25. Summary Mission Vision Actionplans Battleplans Sub projects Where we want to be Set Iniciatives Define macro-projects Dream Be realistic At the end of the period Where we are Balance Score card Targets per employees Tools: e.g SWOT Marketanalysis Time Evaluationsystem

26. Targets Achieved People needs to believe, in order to believe they need to be part of the input. Group management and empowerment are key to have a successful business If you want your business is driven by its own, teach to everyone to be a CEO Comments welcomed: pasdepublicite@mail.com