The One Page
Strategic Plan
7 reasons strategic planning initiatives fail
The

Wrong People or the right people in the Wrong Role
ThePlanis too

The

...
Let me tell ya’ll what we’re
gonna talk about today
The One Page Strategic Plan
Section 1: Analysis

Section 2: Planning
S...
Analysis
The 6 Elements of Analysis
Capabilities

Vision

Market

Numbers
People

Processes
Capabilities
Capabilities
What can you do internally?
Sales
Marketing
Operations
Administration
Finance/Bookkeeping
HR
IT

What do you ...
Vision
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?
Market
Market
Who are your best customers?
What is your current share of wallet?
Describe your customer database (A/B/C)
Who are ...
Processes
Processes
What is your system to generate leads?
What is your sales process?
What is your customer experience process?
Wha...
Numbers
Numbers
What is your cost to acquire a customer?
What is your closing ratio?
What is your break even?
What is your target ...
People
People
Do you have the right people?
Are they in the right roles?
What is your plan to develop your people?
What is your p...
Planning
The 5 Keys to Planning
1. Written Goals
2. People Development
3. Sales & Marketing
4. Measurement
5. Innovation
Written Goals
Written Goals
What are your sales targets (by month and quarter)?
What profit are you projecting?
What do you want to acco...
People Development
People Development
Who are your key people?
How are you keeping them engaged?
Do you have all of your people on 90-day dev...
Sales & Marketing
Sales & Marketing
What are you doing to better understand your
customers?

What is your clear and compelling message?
What...
Measurement
Measurement
How will you track where leads originate?
How will you track the progress of leads?
How will you measure your ...
Innovation
Innovation
How are you encouraging your staff to be innovative?
What sections of your business need innovation?
How can yo...
Execution
The execution of an idea
is always more important than the brilliance of the thought
4 Ways to Execute Your Plan

1. 90-Day Plans
2. Communications Plan
3. Accountability Partners
4. Weekly Meetings
90-Day Plans
Clear Expectations of Your Role.
• Do you know what is expected of you?
• Do people know what you expect of t...
Communications Plan
Accountability Partners
Weekly Meetings
1. Always have an agenda
2. Everyone in the meeting must report back on their
90-day plan and specifically...
Larry Anderson
Partner, Trigger Strategies
Twitter:
Email:
Web:

@triggerstrat
larry@triggerstrategies.ca
triggerstrategie...
The One Page Strategic Plan
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The One Page Strategic Plan

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A simple guide for developing a strategic plan for small to mid-sized companies.

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The One Page Strategic Plan

  1. 1. The One Page Strategic Plan
  2. 2. 7 reasons strategic planning initiatives fail The Wrong People or the right people in the Wrong Role ThePlanis too The Vague or Unrealistic Storyis weak and not delivered properly The wrong things are The plan is not Measuredor not at all Integratedinstead it’s delivered in disjointed pieces The plan is not given enough A team with Timeto work Outdated Skill Sets is charged with implementing the strategy
  3. 3. 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
  4. 4. Analysis
  5. 5. The 6 Elements of Analysis Capabilities Vision Market Numbers People Processes
  6. 6. Capabilities
  7. 7. Capabilities What can you do internally? Sales Marketing Operations Administration Finance/Bookkeeping HR IT What do you need to outsource?
  8. 8. Vision
  9. 9. 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?
  10. 10. Market
  11. 11. 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?
  12. 12. Processes
  13. 13. 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?
  14. 14. Numbers
  15. 15. 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?
  16. 16. People
  17. 17. 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?
  18. 18. Planning
  19. 19. The 5 Keys to Planning 1. Written Goals 2. People Development 3. Sales & Marketing 4. Measurement 5. Innovation
  20. 20. Written Goals
  21. 21. 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?
  22. 22. People Development
  23. 23. 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?
  24. 24. Sales & Marketing
  25. 25. 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?
  26. 26. Measurement
  27. 27. 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?
  28. 28. Innovation
  29. 29. 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?
  30. 30. Execution
  31. 31. The execution of an idea is always more important than the brilliance of the thought
  32. 32. 4 Ways to Execute Your Plan 1. 90-Day Plans 2. Communications Plan 3. Accountability Partners 4. Weekly Meetings
  33. 33. 90-Day Plans Clear 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 Skills Areas 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 Activation What existing account do you want to grow? What past accounts to you want to reignite? What new accounts do you want to target?
  34. 34. Communications Plan
  35. 35. Accountability Partners
  36. 36. Weekly Meetings 1. 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
  37. 37. Larry Anderson Partner, Trigger Strategies Twitter: Email: Web: @triggerstrat larry@triggerstrategies.ca triggerstrategies.ca

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