7 reasons strategic planning initiatives fail
Wrong People or the right people in the Wrong Role
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
Outdated Skill Sets is charged with implementing the strategy
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
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
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?
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?
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
Who are your key people?
How are you keeping them engaged?
Do you have all of your people on 90-day development
How are you challenging your people to be better?
What are you doing with your disengaged staff?
Sales & Marketing
What are you doing to better understand your
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?
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?
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
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
What resources, tools or help do you need?
How will you specifically help lead customer service excellence.
What existing account do you want to grow?
What past accounts to you want to reignite?
What new accounts do you want to target?
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
Partner, Trigger Strategies