Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategic Planning ->
Quarterly Priorities
@StephenLynch @RESULTSdotc...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Get the slide deck:
www.RESULTS.com/slides
Get the software demo:
www...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Full participation
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Ask for everyone’s point of view
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Productive conflict is important
Questions / Answers:
#RealStrategy || @RESULTSdotcom
No “group think”
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Make a clear decision
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Everyone commits to the decision
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Access your Strategic Plan from the software
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategy Centre
Thought Leadership Library
Questions / Answers:
#RealStrategy || @RESULTSdotcom
1. Reflection and lessons
2. Strategically analyze your industry
3. C...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Review Strategic Execution
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What were the notable achievements you / your team
accomplished?
List...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What did you START doing that has been of value?
List your answers be...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What did you STOP doing ?
List your answers below:
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
How effectively did you measure progress and keep it visible?
List yo...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
In the past, we used Spreadsheets / MS Excel
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Now we use software
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Key Performance Indicators / Key Metrics
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Everyone knows their own individual accountabilities
Questions / Answers:
#RealStrategy || @RESULTSdotcom
They can also see how the entire team is performing
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Team leaders can drill down to identify the cause
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Looks like one person is holding the team back
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What are the reasons for this trend?
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Take action to diagnose and solve the problem
Questions / Answers:
#RealStrategy || @RESULTSdotcom
How well did you hold each other accountable for hitting
KPI “Green” ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What valuable lessons did you learn
during the last planning cycle?
L...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
1. Reflection and lessons
2. Strategically analyze your industry
3. C...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What is Strategy?
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
"If everything you do needs to work
on a 3 year time horizon, then
yo...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Companies need to operate
with one eye focused on
the short-term, an...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Long-term is NOT about
performance improvement.
It is about forgetti...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Gary Hamel
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Digital Darwinism =
when technology and society
evolve faster than yo...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
It is not the strongest
who survive, nor
the most intelligent,
but th...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Industry Analysis
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“The questions
remain the same.
It’s the answers
that keep changing”
...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Don’t know the answer to a question?
You need to know!
What will you ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Rivalry between existing competitors
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Who are your Key Competitors? (the “players”)
What moves are they lik...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
New Entrants
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
"Firms are remarkably creative in defending
their entrenched technolo...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“ Out there in some garage is an entrepreneur who's
forging a bullet ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What New Entrants could disrupt you?
( Industry barriers / Capital re...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Substitutes
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What Substitute products / services could disrupt you?
( Technology c...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Suppliers
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Who” or “What” do you need to
pay for to run your business?
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Who are your Key Suppliers? What moves are they likely to make?
( Cos...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Customers
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Who are your Key Customers?
What moves are they likely to make?
( Cus...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Political Factors
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What political factors / laws / regulations are likely to impact you?...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Economic
Factors
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What economic factors / changes in buying behaviors
are likely to imp...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Social Factors
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What social factors / trends / attitudes / behaviors
are likely to im...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Technology
Factors
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What technological factors / trends / are likely to impact you?
(New ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Leaders must decide:
What is our business?
What should it be?
What i...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Strategy is resource allocation.
When you strip away all the noise,
...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Many managers do not
understand the importance
of having a clear str...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“The difference between
successful people
and very successful people
...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“The difference between
successful people
and very successful people
...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What do you need to START doing?
(Because it is strategically importa...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What do you need to STOP doing?
(Because it no longer serves you / no...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
1. Reflection and lessons
2. Strategically analyze your industry
3. C...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Describe your
current reality and
make it obvious !!
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Our people” is not a strength
What is it about your people that make...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Think like a VC
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What are the top strengths / assets / competencies within your
busine...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What are the biggest weaknesses within your current business
that cou...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What opportunities can you pursue over the next 12 months
that will p...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What external threats do you need to reduce
(or closely monitor) to e...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
1. Reflection and lessons
2. Strategically analyze your industry
3. C...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Current Strategic Projects
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Every leader needs to
clearly explain the top 3 things
the company i...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategic Projects & their associated Tasks
Questions / Answers:
#RealStrategy || @RESULTSdotcom
“Help” menu - How to set up Projects and Tasks
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Specific
Measurable
Achievable
Relevant
Time bound
S
A
M
R
T
“SMART” ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What are the top 3 Strategic Projects your company (or team)
needs to...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RESULTS.com - One Page Strategic Plan
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Many people can be involved in executing each Strategic Project,
but ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Set yourself up to succeed. “Stuff happens”. Fires need fighting.
Set...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
90% of those who join health and fitness clubs
will stop going within...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategic Project #1 Due Date Person Accountable
Associated Individua...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategic Project #2 Due Date Person Accountable
Associated Individua...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Strategic Project #3 Due Date Person Accountable
Associated Individua...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
90% of your time is spent on “Business as usual” activities
You still...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
What does being accountable overall
for the execution of a Strategic ...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Using software to track projects
Questions / Answers:
#RealStrategy || @RESULTSdotcom
RED = Project behind schedule. Sound alarm!
YELLOW = Watch closely. N...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Home page for Accounting firm owner
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Team View
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Drill down into the Accounting Team
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Team View
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Project Goal with associated Tasks
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Project Goal with associated Tasks
Questions / Answers:
#RealStrategy || @RESULTSdotcom
How will you keep progress visible on your Projects?
How will you hol...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Get the slide deck:
www.RESULTS.com/slides
Get the software demo:
www...
Questions / Answers:
#RealStrategy || @RESULTSdotcom
Questions / Answers:
#RealStrategy || @RESULTSdotcom
FOR CEOs and business leaders of fast growth SMBs
WHO
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Strategic plan > quarterly priorities workshop 25 Jun 2104

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In this workshop Stephen Lynch guides you through a curated selection of some of the key elements of the RESULTS.com strategic planning process to help you identify the current issues facing your business, and then align and focus your team on the key strategic moves you need to make to set your company up for success.

Plus you’ll see examples of how you can use the RESULTS.com management software platform to fully engage your people in the execution of your chosen Strategic Projects & Tasks, and how to drive increased accountability for performance.

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Strategic plan > quarterly priorities workshop 25 Jun 2104

  1. 1. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategic Planning -> Quarterly Priorities @StephenLynch @RESULTSdotcom
  2. 2. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com
  3. 3. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  4. 4. Questions / Answers: #RealStrategy || @RESULTSdotcom Get the slide deck: www.RESULTS.com/slides Get the software demo: www.RESULTS.com
  5. 5. Questions / Answers: #RealStrategy || @RESULTSdotcom
  6. 6. Questions / Answers: #RealStrategy || @RESULTSdotcom Full participation
  7. 7. Questions / Answers: #RealStrategy || @RESULTSdotcom Ask for everyone’s point of view
  8. 8. Questions / Answers: #RealStrategy || @RESULTSdotcom Productive conflict is important
  9. 9. Questions / Answers: #RealStrategy || @RESULTSdotcom No “group think”
  10. 10. Questions / Answers: #RealStrategy || @RESULTSdotcom Make a clear decision
  11. 11. Questions / Answers: #RealStrategy || @RESULTSdotcom Everyone commits to the decision
  12. 12. Questions / Answers: #RealStrategy || @RESULTSdotcom
  13. 13. Questions / Answers: #RealStrategy || @RESULTSdotcom
  14. 14. Questions / Answers: #RealStrategy || @RESULTSdotcom Access your Strategic Plan from the software
  15. 15. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  16. 16. Questions / Answers: #RealStrategy || @RESULTSdotcom
  17. 17. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategy Centre Thought Leadership Library
  18. 18. Questions / Answers: #RealStrategy || @RESULTSdotcom 1. Reflection and lessons 2. Strategically analyze your industry 3. Confront your current reality like a VC 4. Create Strategic Projects and Tasks Agenda
  19. 19. Questions / Answers: #RealStrategy || @RESULTSdotcom Review Strategic Execution
  20. 20. Questions / Answers: #RealStrategy || @RESULTSdotcom
  21. 21. Questions / Answers: #RealStrategy || @RESULTSdotcom
  22. 22. Questions / Answers: #RealStrategy || @RESULTSdotcom
  23. 23. Questions / Answers: #RealStrategy || @RESULTSdotcom What were the notable achievements you / your team accomplished? List your answers below:
  24. 24. Questions / Answers: #RealStrategy || @RESULTSdotcom What did you START doing that has been of value? List your answers below:
  25. 25. Questions / Answers: #RealStrategy || @RESULTSdotcom What did you STOP doing ? List your answers below:
  26. 26. Questions / Answers: #RealStrategy || @RESULTSdotcom
  27. 27. Questions / Answers: #RealStrategy || @RESULTSdotcom How effectively did you measure progress and keep it visible? List your answers below:
  28. 28. Questions / Answers: #RealStrategy || @RESULTSdotcom In the past, we used Spreadsheets / MS Excel
  29. 29. Questions / Answers: #RealStrategy || @RESULTSdotcom Now we use software
  30. 30. Questions / Answers: #RealStrategy || @RESULTSdotcom Key Performance Indicators / Key Metrics
  31. 31. Questions / Answers: #RealStrategy || @RESULTSdotcom Everyone knows their own individual accountabilities
  32. 32. Questions / Answers: #RealStrategy || @RESULTSdotcom They can also see how the entire team is performing
  33. 33. Questions / Answers: #RealStrategy || @RESULTSdotcom Team leaders can drill down to identify the cause
  34. 34. Questions / Answers: #RealStrategy || @RESULTSdotcom Looks like one person is holding the team back
  35. 35. Questions / Answers: #RealStrategy || @RESULTSdotcom What are the reasons for this trend?
  36. 36. Questions / Answers: #RealStrategy || @RESULTSdotcom
  37. 37. Questions / Answers: #RealStrategy || @RESULTSdotcom
  38. 38. Questions / Answers: #RealStrategy || @RESULTSdotcom Take action to diagnose and solve the problem
  39. 39. Questions / Answers: #RealStrategy || @RESULTSdotcom How well did you hold each other accountable for hitting KPI “Green” thresholds, & achieving Task deadlines? List your answers below:
  40. 40. Questions / Answers: #RealStrategy || @RESULTSdotcom
  41. 41. Questions / Answers: #RealStrategy || @RESULTSdotcom What valuable lessons did you learn during the last planning cycle? List your answers below:
  42. 42. Questions / Answers: #RealStrategy || @RESULTSdotcom 1. Reflection and lessons 2. Strategically analyze your industry 3. Confront your current reality like a VC 4. Create Strategic Projects and Tasks Agenda
  43. 43. Questions / Answers: #RealStrategy || @RESULTSdotcom What is Strategy?
  44. 44. Questions / Answers: #RealStrategy || @RESULTSdotcom
  45. 45. Questions / Answers: #RealStrategy || @RESULTSdotcom
  46. 46. Questions / Answers: #RealStrategy || @RESULTSdotcom
  47. 47. Questions / Answers: #RealStrategy || @RESULTSdotcom
  48. 48. Questions / Answers: #RealStrategy || @RESULTSdotcom
  49. 49. Questions / Answers: #RealStrategy || @RESULTSdotcom "If everything you do needs to work on a 3 year time horizon, then you're competing against a lot of people. But if you're willing to invest on a 7 year time horizon, you're now competing against a fraction of those people, because very few companies are willing to do that. We can't realize our potential as people or as companies unless we plan for the long term."
  50. 50. Questions / Answers: #RealStrategy || @RESULTSdotcom
  51. 51. Questions / Answers: #RealStrategy || @RESULTSdotcom
  52. 52. Questions / Answers: #RealStrategy || @RESULTSdotcom “Companies need to operate with one eye focused on the short-term, and one eye focused on the long-term. Short-term is about projects related to improving the current core business, and meeting the needs of today’s target customers.” Philip Kotler
  53. 53. Questions / Answers: #RealStrategy || @RESULTSdotcom “Long-term is NOT about performance improvement. It is about forgetting the past and reshaping the business to compete more effectively in the future. Often, this demands bold, disruptive strategic moves away from the present to reshape the company for future success.” Philip Kotler
  54. 54. Questions / Answers: #RealStrategy || @RESULTSdotcom Gary Hamel
  55. 55. Questions / Answers: #RealStrategy || @RESULTSdotcom
  56. 56. Questions / Answers: #RealStrategy || @RESULTSdotcom
  57. 57. Questions / Answers: #RealStrategy || @RESULTSdotcom Digital Darwinism = when technology and society evolve faster than your company’s ability to adapt
  58. 58. Questions / Answers: #RealStrategy || @RESULTSdotcom It is not the strongest who survive, nor the most intelligent, but the ones most responsive to change
  59. 59. Questions / Answers: #RealStrategy || @RESULTSdotcom Industry Analysis
  60. 60. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  61. 61. Questions / Answers: #RealStrategy || @RESULTSdotcom
  62. 62. Questions / Answers: #RealStrategy || @RESULTSdotcom “The questions remain the same. It’s the answers that keep changing” Albert Einstein
  63. 63. Questions / Answers: #RealStrategy || @RESULTSdotcom
  64. 64. Questions / Answers: #RealStrategy || @RESULTSdotcom
  65. 65. Questions / Answers: #RealStrategy || @RESULTSdotcom Don’t know the answer to a question? You need to know! What will you do to find out?
  66. 66. Questions / Answers: #RealStrategy || @RESULTSdotcom
  67. 67. Questions / Answers: #RealStrategy || @RESULTSdotcom
  68. 68. Questions / Answers: #RealStrategy || @RESULTSdotcom Rivalry between existing competitors
  69. 69. Questions / Answers: #RealStrategy || @RESULTSdotcom Who are your Key Competitors? (the “players”) What moves are they likely to make? ( Industry life cycle: introduction > growth > maturity > decline / Industry growth rate / Industry profitability / Number of competitors / Market share / Capital requirements / Globalization / Commoditization / Cost advantages / Economies of scale / Friendly vs. Aggressive competition) List your answers below:
  70. 70. Questions / Answers: #RealStrategy || @RESULTSdotcom New Entrants
  71. 71. Questions / Answers: #RealStrategy || @RESULTSdotcom
  72. 72. Questions / Answers: #RealStrategy || @RESULTSdotcom
  73. 73. Questions / Answers: #RealStrategy || @RESULTSdotcom "Firms are remarkably creative in defending their entrenched technologies, which often reach unimaginable heights of elegance and design and technical performance only when their demise is clearly predictable.“ James Utterback
  74. 74. Questions / Answers: #RealStrategy || @RESULTSdotcom “ Out there in some garage is an entrepreneur who's forging a bullet with your company's name on it. You've got one option - shoot first ” Gary Hamel
  75. 75. Questions / Answers: #RealStrategy || @RESULTSdotcom What New Entrants could disrupt you? ( Industry barriers / Capital requirements / Learning requirements / Access to supplies / Access to distribution / Performance vs. incumbents / Perceived differentiation in customers’ mind / Loyalty to incumbents / Switching costs / Retaliation by incumbents / “Innovator’s dilemma”) List your answers below:
  76. 76. Questions / Answers: #RealStrategy || @RESULTSdotcom Substitutes
  77. 77. Questions / Answers: #RealStrategy || @RESULTSdotcom
  78. 78. Questions / Answers: #RealStrategy || @RESULTSdotcom
  79. 79. Questions / Answers: #RealStrategy || @RESULTSdotcom
  80. 80. Questions / Answers: #RealStrategy || @RESULTSdotcom What Substitute products / services could disrupt you? ( Technology changes / Industry structure changes / Availability of substitutes / Performance of substitutes / Perceived differentiation in customers’ mind / Switching costs / Customer desire to seek out alternative solutions to satisfy their need) List your answers below:
  81. 81. Questions / Answers: #RealStrategy || @RESULTSdotcom Suppliers
  82. 82. Questions / Answers: #RealStrategy || @RESULTSdotcom “Who” or “What” do you need to pay for to run your business?
  83. 83. Questions / Answers: #RealStrategy || @RESULTSdotcom
  84. 84. Questions / Answers: #RealStrategy || @RESULTSdotcom Who are your Key Suppliers? What moves are they likely to make? ( Cost of supplies / Negotiating power of suppliers / Access to alternative sources of supply / Switching costs / Forward integration – supplier becomes competitor) List your answers below:
  85. 85. Questions / Answers: #RealStrategy || @RESULTSdotcom Customers
  86. 86. Questions / Answers: #RealStrategy || @RESULTSdotcom
  87. 87. Questions / Answers: #RealStrategy || @RESULTSdotcom
  88. 88. Questions / Answers: #RealStrategy || @RESULTSdotcom Who are your Key Customers? What moves are they likely to make? ( Customer demographic and psychographic description / Power to dictate prices or terms / Ability to influence other customers / Customer reviews / Perception of differentiation between vendors / Loyalty / Switching costs / Backward integration – customer becomes competitor) List your answers below:
  89. 89. Questions / Answers: #RealStrategy || @RESULTSdotcom
  90. 90. Questions / Answers: #RealStrategy || @RESULTSdotcom Political Factors
  91. 91. Questions / Answers: #RealStrategy || @RESULTSdotcom
  92. 92. Questions / Answers: #RealStrategy || @RESULTSdotcom
  93. 93. Questions / Answers: #RealStrategy || @RESULTSdotcom What political factors / laws / regulations are likely to impact you? ( Industry specific regulations / political spectrum left vs. right / political stability / laws / taxes / trade policy / wars / environmental issues / health / safety / consumer laws / employment laws) List your answers below:
  94. 94. Questions / Answers: #RealStrategy || @RESULTSdotcom Economic Factors
  95. 95. Questions / Answers: #RealStrategy || @RESULTSdotcom
  96. 96. Questions / Answers: #RealStrategy || @RESULTSdotcom
  97. 97. Questions / Answers: #RealStrategy || @RESULTSdotcom
  98. 98. Questions / Answers: #RealStrategy || @RESULTSdotcom
  99. 99. Questions / Answers: #RealStrategy || @RESULTSdotcom
  100. 100. Questions / Answers: #RealStrategy || @RESULTSdotcom What economic factors / changes in buying behaviors are likely to impact you? ( Economic growth / interest rates / exchange rates / inflation / availability of credit / investor interest in your industry / discretionary spending changes in customer purchasing habits / use of debt and leverage vs. more frugal spending / new forms of payment) List your answers below:
  101. 101. Questions / Answers: #RealStrategy || @RESULTSdotcom Social Factors
  102. 102. Questions / Answers: #RealStrategy || @RESULTSdotcom
  103. 103. Questions / Answers: #RealStrategy || @RESULTSdotcom
  104. 104. Questions / Answers: #RealStrategy || @RESULTSdotcom
  105. 105. Questions / Answers: #RealStrategy || @RESULTSdotcom
  106. 106. Questions / Answers: #RealStrategy || @RESULTSdotcom What social factors / trends / attitudes / behaviors are likely to impact you? ( Demographic trends / career attitudes / health issues / environmental concerns / communication styles / social behaviors / online behaviors / media consumption / purchasing behaviors / cultural differences / generational differences / income equality / society’s evolving attitudes, values & beliefs) List your answers below:
  107. 107. Questions / Answers: #RealStrategy || @RESULTSdotcom Technology Factors
  108. 108. Questions / Answers: #RealStrategy || @RESULTSdotcom
  109. 109. Questions / Answers: #RealStrategy || @RESULTSdotcom
  110. 110. Questions / Answers: #RealStrategy || @RESULTSdotcom
  111. 111. Questions / Answers: #RealStrategy || @RESULTSdotcom
  112. 112. Questions / Answers: #RealStrategy || @RESULTSdotcom
  113. 113. Questions / Answers: #RealStrategy || @RESULTSdotcom What technological factors / trends / are likely to impact you? (New technologies / Rate of technology adoption / Impact of internet and mobile / Social media / New devices & interfaces / Jobs replaced by technology / Business models disrupted by technology) List your answers below:
  114. 114. Questions / Answers: #RealStrategy || @RESULTSdotcom “Leaders must decide: What is our business? What should it be? What is not our business? What should it not be?” Peter Drucker
  115. 115. Questions / Answers: #RealStrategy || @RESULTSdotcom “Strategy is resource allocation. When you strip away all the noise, that’s what it comes down to. Strategy means making clear cut choices about how to compete. You cannot be everything to everybody. You have to figure out what to say NO to” Jeff Immelt
  116. 116. Questions / Answers: #RealStrategy || @RESULTSdotcom “Many managers do not understand the importance of having a clear strategy. Strategy is about making trade-offs. The essence of strategy is choosing what NOT to do.” Michael Porter
  117. 117. Questions / Answers: #RealStrategy || @RESULTSdotcom “The difference between successful people and very successful people is that very successful people say "no" to almost everything” Warren Buffett
  118. 118. Questions / Answers: #RealStrategy || @RESULTSdotcom “The difference between successful people and very successful people is that very successful people say "no" to almost everything” Warren Buffett
  119. 119. Questions / Answers: #RealStrategy || @RESULTSdotcom
  120. 120. Questions / Answers: #RealStrategy || @RESULTSdotcom What do you need to START doing? (Because it is strategically important for your long term success = “Core”) List your answers below:
  121. 121. Questions / Answers: #RealStrategy || @RESULTSdotcom
  122. 122. Questions / Answers: #RealStrategy || @RESULTSdotcom What do you need to STOP doing? (Because it no longer serves you / not working out / purposeful abandonment = “Non Core”) List your answers below:
  123. 123. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  124. 124. Questions / Answers: #RealStrategy || @RESULTSdotcom 1. Reflection and lessons 2. Strategically analyze your industry 3. Confront your current reality like a VC 4. Create Strategic Projects and Tasks Agenda
  125. 125. Questions / Answers: #RealStrategy || @RESULTSdotcom
  126. 126. Questions / Answers: #RealStrategy || @RESULTSdotcom Describe your current reality and make it obvious !!
  127. 127. Questions / Answers: #RealStrategy || @RESULTSdotcom
  128. 128. Questions / Answers: #RealStrategy || @RESULTSdotcom “Our people” is not a strength What is it about your people that makes your team strong? E.g. “Highly qualified software engineers” “Marketing” is not a weakness What is it about marketing that is weak currently? E.g. “Insufficient # of target customer leads” “Communication” is not a weakness What is not being communicated? E.g. “Strategy not well understood” Be specific with your SWOT: Use 3-5 word phrases
  129. 129. Questions / Answers: #RealStrategy || @RESULTSdotcom Think like a VC
  130. 130. Questions / Answers: #RealStrategy || @RESULTSdotcom What are the top strengths / assets / competencies within your business you can leverage (or build) in the next 12 months? Rank your Top 5 Strengths in order:
  131. 131. Questions / Answers: #RealStrategy || @RESULTSdotcom What are the biggest weaknesses within your current business that could be fixed or improved in the next 12 months? Rank your Top 5 Weaknesses in order:
  132. 132. Questions / Answers: #RealStrategy || @RESULTSdotcom What opportunities can you pursue over the next 12 months that will position your company for future success? Rank your Top 5 Opportunities in order:
  133. 133. Questions / Answers: #RealStrategy || @RESULTSdotcom What external threats do you need to reduce (or closely monitor) to ensure they do not derail your plans? Rank your Top 5 Threats in order:
  134. 134. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  135. 135. Questions / Answers: #RealStrategy || @RESULTSdotcom 1. Reflection and lessons 2. Strategically analyze your industry 3. Confront your current reality like a VC 4. Create Strategic Projects and Tasks Agenda
  136. 136. Questions / Answers: #RealStrategy || @RESULTSdotcom Current Strategic Projects
  137. 137. Questions / Answers: #RealStrategy || @RESULTSdotcom
  138. 138. Questions / Answers: #RealStrategy || @RESULTSdotcom “Every leader needs to clearly explain the top 3 things the company is working on. If you can't, then you're not leading well” Jeffrey Immelt
  139. 139. Questions / Answers: #RealStrategy || @RESULTSdotcom
  140. 140. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategic Projects & their associated Tasks
  141. 141. Questions / Answers: #RealStrategy || @RESULTSdotcom “Help” menu - How to set up Projects and Tasks
  142. 142. Questions / Answers: #RealStrategy || @RESULTSdotcom
  143. 143. Questions / Answers: #RealStrategy || @RESULTSdotcom Specific Measurable Achievable Relevant Time bound S A M R T “SMART” Projects
  144. 144. Questions / Answers: #RealStrategy || @RESULTSdotcom
  145. 145. Questions / Answers: #RealStrategy || @RESULTSdotcom What are the top 3 Strategic Projects your company (or team) needs to execute in the coming period? - Each must address 1 or more issues described in your SWOT analysis (relevant) - Describe the tangible end-point milestones (so you know when to celebrate) - Balance short-term business improvement initiatives ( = improving “what is”) vs. building long-term strategic capability for the future ( = creating “what will be”) Current Strategic Project Due Date Person Accountable 1. 2. 3.
  146. 146. Questions / Answers: #RealStrategy || @RESULTSdotcom RESULTS.com - One Page Strategic Plan
  147. 147. Questions / Answers: #RealStrategy || @RESULTSdotcom Many people can be involved in executing each Strategic Project, but only 1 person can be named accountable for the overall outcome The project leader makes sure everything “gets done” (it does not necessarily mean they do it all themselves) You may be leader in some projects and a follower in others Single Point Accountability
  148. 148. Questions / Answers: #RealStrategy || @RESULTSdotcom Set yourself up to succeed. “Stuff happens”. Fires need fighting. Set realistic outcomes and due dates that take into account “stuff happens” - yet still achieve your milestones. Don’t underestimate the difficulties and challenges you will face. Your colleagues are counting on you. Only make promises that you know you will be able to keep. Balance Optimism with Realism
  149. 149. Questions / Answers: #RealStrategy || @RESULTSdotcom 90% of those who join health and fitness clubs will stop going within the first 90 days. International Health Club Association
  150. 150. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategic Project #1 Due Date Person Accountable Associated Individual Tasks
  151. 151. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategic Project #2 Due Date Person Accountable Associated Individual Tasks
  152. 152. Questions / Answers: #RealStrategy || @RESULTSdotcom Strategic Project #3 Due Date Person Accountable Associated Individual Tasks
  153. 153. Questions / Answers: #RealStrategy || @RESULTSdotcom 90% of your time is spent on “Business as usual” activities You still need to create opportunities, make sales, deliver products and services, and collect money…. i.e. the things you do every day to pay the bills. Set aside 10% of your time ( ½ day) every week for strategic execution. Aim to complete 1 specific meaningful task “the #1 thing” that will move each Strategic Project forward. Make time for Strategic Execution: The #1 Thing
  154. 154. Questions / Answers: #RealStrategy || @RESULTSdotcom What does being accountable overall for the execution of a Strategic Project mean? – You make sure everything “gets done” related to this Project – Colleagues with associated Tasks report to you as “project leader” – You meet with the project team on a weekly basis to make sure: – Current status of the Project is up to date (% complete / color / commentary) – You are aware of issues / delays - and know when it will actually be completed – The #1 TASK to move each project forward each week is agreed and visible – You help source the necessary support to keep things on track – You report to the company leadership once per week showing that you fully understand what is happening and have things under control
  155. 155. Questions / Answers: #RealStrategy || @RESULTSdotcom Using software to track projects
  156. 156. Questions / Answers: #RealStrategy || @RESULTSdotcom RED = Project behind schedule. Sound alarm! YELLOW = Watch closely. Need help? GREEN = Project on schedule    Strategic Projects
  157. 157. Questions / Answers: #RealStrategy || @RESULTSdotcom Home page for Accounting firm owner
  158. 158. Questions / Answers: #RealStrategy || @RESULTSdotcom Team View
  159. 159. Questions / Answers: #RealStrategy || @RESULTSdotcom Drill down into the Accounting Team
  160. 160. Questions / Answers: #RealStrategy || @RESULTSdotcom Team View
  161. 161. Questions / Answers: #RealStrategy || @RESULTSdotcom Project Goal with associated Tasks
  162. 162. Questions / Answers: #RealStrategy || @RESULTSdotcom Project Goal with associated Tasks
  163. 163. Questions / Answers: #RealStrategy || @RESULTSdotcom How will you keep progress visible on your Projects? How will you hold people accountable for Task achievement? List your answers below:
  164. 164. Questions / Answers: #RealStrategy || @RESULTSdotcom Get the slide deck: www.RESULTS.com/slides Get the software demo: www.RESULTS.com Connect with Stephen Lynch:
  165. 165. Questions / Answers: #RealStrategy || @RESULTSdotcom
  166. 166. Questions / Answers: #RealStrategy || @RESULTSdotcom FOR CEOs and business leaders of fast growth SMBs WHO are trying to take control of their business, engage their workforce, and achieve extraordinary RESULTS OUR PRODUCT IS A RESULTS focused management dashboard THAT PROVIDES transparency into your entire organization from company-wide strategic goals to individual tasks UNLIKE other software providers, we offer SMBs the complete suite of tools to manage their business and engage their team OUR PRODUCT engages your workforce to accelerate your success OUR PURPOSE to end employee disengagement by reprograming management

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