This document provides a summary of a planning system called CHAOS Management that uses a 5-step process to help businesses conquer chaos and plan effectively. It discusses that CHAOS stands for a condition of disorder and confusion. The 5-step CHAOS Management solution involves a fast and easy planning and performance system. It then lists 5 common reasons why businesses fail to plan, including that planning takes too long, the plan is only in one's head, and a lack of clarity on what a business plan is. Finally, it outlines 5 secrets to effective business planning, including having a clear vision and mission statement, setting annual objectives, defining strategies, creating action plans, and developing a one-page business plan.

1. Conquering
CHAOS:
A 5-Step
Planning and
Performance
System

2. What is CHAOS?
A condition or place of great disorder or confusion!
CHAOS = The opposite of Order

3. What is CHAOS Management?
The management of swirling flows of information
The management of “Issue Storms”!

4. CHAOS Management – Business Plan
The Root Solution to CHAOS Management is…
NOT A BIG Business Plan!

5. CHAOS Management Solution
To Conquer CHAOS You Need A FAST & EASY
Planning & Performance System

6. Boy, do we plan…
But We Fail To Plan The Cash
Flow To Fulfill our Dreams!

7. Boy, do we plan…
We Fail To Business Plan!!!

8. Huh???

9. 5 REASONS
BUSINESSES
FAIL TO PLAN

10. Reason #1
What is a
Business
Plan?

11. Reason #2
Takes
too
long

12. Reason #3
Who’s the
Business
Plan for?

13. Reason #4
Sustainment ?

14. Reason #5
It’s in my
HEAD!

16. Telepathy
Until we have
found the source
of telepathy a
business plan in
the head is no
business plan at all!

17. “BUSINESS PLANNING
IS IMPORTANT”
5 REASONS
BUSINESSES NEED
TO PLAN

18. Reason #1
Clarify the Future

19. Reason #2
Make better decisions

20. Reason #3
Focus on the right priorities

21. Reason #4
Be a
GREAT
Strategist

22. Reason #5

23. Bonus Reason #6
Peter Drucker
Said To

24. It’s Been Broken

25. “BUSINESS PLANNING
CAN BE EASY & FAST”
5 SECRETS TO
EFFECTIVE
BUSINESS PLANNING

26. VISION
STATEMENT
Secret #1

27. VISION
How By Doing For
STATEMENT
Where?
Much? when? what? whom?
Where:
•By When = 3 years not 5
•How much = Revenue in 3rd Year
•For Whom = Best/Perfect “Customer”
Secret #1

28. MISSION
STATEMENT
Secret #2

30. Format of a Mission Statement
4 – 8 Powerful Words
Be expressive
Communicate an image

31. ANNUAL
OBJECTIVES
Secret #3

32. Verb
Noun
Date

33. Strategies
Secret #4

35. Format of a Strategy = BHAG +
3 – 4 ways to implement towards
the achievement of the BHAG
Eg. Business Planning
BHAG = Perfect Business Planning
3 – 4 ways to implement towards BHAG:
1. Engage in Plan min. Quarterly
2. Measure Objectives
3. Integrate into Organization
4. Retain Plan Advisor Quarterly

36. Current Strategies to build
BHAGs against?
• Culture: Giving, Learning, Performance
• Employee: An Employer of Choice
• Customers: Have Raving Fans
• Technology Leadership
• Brand Image
• Social Media
• Grow Business as Industry Leader

37. ACTION
PLANS
Secret #5

38. Verb
Name
Due Date

39. Action Plans – Other Considerations
• Projects that produce RESULTS
• No more than 9 in play at a time
• Maximum 3/Quarter
• Creates a Rolling Quarterly Plan

40. Action Plans – At Work (Post-Q3)
Q1 Q2 Q3 Q4
Launch Evaluate Review Test New
New Prgm New Pgrm 90-Day Pgrm
11/31/2011
01/20/2012 03/31/2012 Bookkeeper
09/10/2011
Evaluate Dev New Evaluate
Social Pgrm Google
Media Plan 09/15/2011 Analytics
02/15/2012 12/05/2011
Initiate Complete
Social 2012 Mktng
Media Plan Plan
09/30/2011 12/20/2011

41. ONE PAGE
BUSINESS
PLAN
BONUS Secret #6

42. Bonus….Secret #6
1 PAGE

43. The Oldest Recorded Family Business
578AD –
2007
…14 Centuries
Sustainability!!!

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