Goals, Vision, Strategies 2003Selena Sol | selena@selenasol.com | selenasol.com/selena |             http://www.slideshare...
Table of Contents1. EXTROPIA CORPORATE ......................................................................................
5. PROJECT MANAGERS .........................................................................................................
12.3 Branding ...............................................................................................................
1. eXtropia Corporate1.1 MissionWe make profit now and in the future by designing and building products that areused prima...
the company and within all required                          domains.Committed staff           Inexperienced mid-level man...
2 Infrastructure TeamThe Infrastructure team is divided into three sub-groups      Office Sys      Projects Support    ...
2.1.5 Action Items Action Item                                      Who                   When Handover team management to...
2. Friendly Support2.2.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy ...
   Testing      Design, Implementation, and Management of Development and Staging       Environments      Deployment an...
2.4 Deployment and R&D Sub-Team2.4.1 MissionIdentify, design, and build infrastructure tools and components that 1) suppor...
3 Finance Team3.1 MissionEnsure that business units are provided with accurate, timely, and appropriatefinancial services ...
4. Appropriateness of action taken following analysis and decisions made –      the numbers must have meaning, and actions...
4 Product Development4.1 MissionIdentify, design, and build products that can be 1) sold through eXtropia salesand marketi...
4.5 Action Items Action Item                               Who                   When Meeting to define a Product Developm...
5. Project Managers5.1 MissionDeliver solutions on-time, on-budget, to the specifications, and to the qualitystandards def...
respects our PMS when they speak       direct projects worked uponupRelationship management – customer     Lack of consist...
6. Projects6.1 MissionDeliver solutions on-time, on-budget, to the specifications, and to the qualitystandards defined by ...
6.6 Strengths and Weakness Strength                           Weakness All team members in one location   Doesn’t currentl...
7. Quality Control (QA/Testing/Support and Maintenance)7.1 MissionEnsure that products meet the expectations of clients in...
Deliveries of test plans for each project and   JC                     TBD product7.6 Strengths and Weakness Strength     ...
8. Prototyping8.1 MissionPrimarily, to provide HTMLized user interfaces and demos with embeddedworkflow according to speci...
once a week (1 hour sessions, every                                Dec 31Friday)Barb to help Jason improve English        ...
9. Sales9.1 MissionClose deals that 1) generate high profit margins and 2) support marketing andbusiness goals.9.2 Measura...
9.6 Strengths and Weakness Strength                           Weakness High calibre team                  Not enough sales...
10. Marketing10.1 MissionCreate the right setting for the sales team to sell their products. To work withProduct Developme...
and business newspapers in                                    Singapore, KL, Bangkok, Jakarta and                         ...
11. Admin11.1 MissionKeep the company running as smoothly, as efficiently, as securely and aseconomically as possible.11.2...
12. Human Resources12.1 MissionProvide company with the best people possible within the budget and keep themhappy, motivat...
Update Handbook                               Hsien                  Done Job descriptions                              Hs...
13. Legal13.1 MIssionTo give input to decisions or actions, which will have legal consequences in away that will reduce li...
14. Management14.1 MissionWe help keep the department we manage on the same course as driven bysenior management and board...
15. Product Development Management15.1 MissionDeliver products on-time, on-budget, to the specifications, and to the quali...
16. Design16.1 MissionTo produce appealing and intuitive user interfaces and attractive andprofessional sales and branding...
17. Community Development (Perl and Java ADT)17.1 MissionMaintain extropia’s ADT strong presence in the Open Source Commun...
- search engine - web CVS                                     Philippe/ ST Lim      End March - mailing list archives     ...
18. Business Development18.1 MissionTo develop strong corporate alliances in order to improve our lead generationand numbe...
19. KL Team19.1 MissionTo provide support and development to all eXtropia clients located in Malaysia.Support will include...
19.5 Action Items Action Item                                  Who                 When Write business plan for year 2003 ...
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eXtropia goals vision strategy_jan_2003

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After setting firm-wide strategy and goals in a start-up, it is useful for each department to do the same in order to ensure strategic alignment from top to bottom. Here is an example, though slightly dated, it still is a reasonably good example.

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eXtropia goals vision strategy_jan_2003

  1. 1. Goals, Vision, Strategies 2003Selena Sol | selena@selenasol.com | selenasol.com/selena | http://www.slideshare.net/selenasol
  2. 2. Table of Contents1. EXTROPIA CORPORATE .......................................................................................................... 5 1.1 Mission .................................................................................................................................. 5 1.2 Measurable Goals ................................................................................................................. 5 1.3 Branding ................................................................................................................................ 5 1.4 Strategies .............................................................................................................................. 5 1.5 Strengths and Weakness ...................................................................................................... 52 INFRASTRUCTURE TEAM ......................................................................................................... 7 2.1 Global Team .......................................................................................................................... 7 2.1.1 Mission .......................................................................................................................... 7 2.1.2 Measurable Goals ........................................................................................................ 7 2.1.3 Branding ....................................................................................................................... 7 2.1.4 Strategies ...................................................................................................................... 7 2.1.5 Action Items ................................................................................................................... 8 2.1.6 Strengths and Weakness ............................................................................................... 8 2.2 Office Sys Sub-Team ............................................................................................................ 8 2.2.1 Mission .......................................................................................................................... 8 2.2.2 Measurable Goals ........................................................................................................ 8 2.2.3 Branding ....................................................................................................................... 8 2.2.4 Strategies ...................................................................................................................... 9 2.2.5 Action Items ................................................................................................................. 9 2.2.6 Strengths and Weakness ............................................................................................ 9 2.3 Project Support Sub-Team .................................................................................................... 9 2.3.1 Mission .......................................................................................................................... 9 2.3.2 Measurable Goals ...................................................................................................... 10 2.3.3 Branding ..................................................................................................................... 10 2.3.4 Strategies .................................................................................................................... 10 2.3.5 Action Items ............................................................................................................... 10 2.3.6 Strengths and Weakness .......................................................................................... 10 2.4 Deployment and R&D Sub-Team........................................................................................ 11 2.4.1 Mission ........................................................................................................................ 11 2.4.2 Measurable Goals ...................................................................................................... 11 2.4.3 Branding ..................................................................................................................... 11 2.4.4 Strategies .................................................................................................................... 11 2.4.5 Action Items ............................................................................................................... 11 2.4.6 Strengths and Weakness .......................................................................................... 113 FINANCE TEAM......................................................................................................................... 12 3.1 Mission ................................................................................................................................ 12 3.2 Measurable Goals ............................................................................................................... 12 3.3 Branding .............................................................................................................................. 12 3.4 Strategies ............................................................................................................................ 13 3.5 Action Items......................................................................................................................... 13 3.6 Strengths and Weakness .................................................................................................... 134 PRODUCT DEVELOPMENT ..................................................................................................... 14 4.1 Mission ................................................................................................................................ 14 4.2 Measurable Goals ............................................................................................................... 14 4.3 Branding .............................................................................................................................. 14 4.4 Strategies ............................................................................................................................ 14 4.5 Action Items......................................................................................................................... 15 4.6 Strengths and Weakness .................................................................................................... 15
  3. 3. 5. PROJECT MANAGERS ............................................................................................................ 16 5.1 Mission ................................................................................................................................ 16 5.2 Measurable Goals ............................................................................................................... 16 5.3 Branding .............................................................................................................................. 16 5.4 Strategies ............................................................................................................................ 16 5.5 Action Items......................................................................................................................... 16 5.6 Strengths and Weakness .................................................................................................... 166. PROJECTS ............................................................................................................................... 18 6.1 Mission ................................................................................................................................ 18 6.2 Measurable Goals ............................................................................................................... 18 6.3 Branding .............................................................................................................................. 18 6.4 Strategies ............................................................................................................................ 18 6.5 Action Items......................................................................................................................... 18 6.6 Strengths and Weakness .................................................................................................... 197. QUALITY CONTROL (QA/TESTING/SUPPORT AND MAINTENANCE) ............................... 20 7.1 Mission ................................................................................................................................ 20 7.2 Measurable Goals ............................................................................................................... 20 7.3 Branding .............................................................................................................................. 20 7.4 Strategies ............................................................................................................................ 20 7.5 Action Items......................................................................................................................... 20 7.6 Strengths and Weakness .................................................................................................... 218. PROTOTYPING......................................................................................................................... 22 8.1 Mission ................................................................................................................................ 22 8.2 Measurable Goals ............................................................................................................... 22 8.3 Branding .............................................................................................................................. 22 8.4 Strategies ............................................................................................................................ 22 8.5 Action Items......................................................................................................................... 22 8.6 Strengths and Weakness .................................................................................................... 239. SALES ....................................................................................................................................... 24 9.1 Mission ................................................................................................................................ 24 9.2 Measurable Goals ............................................................................................................... 24 9.3 Branding .............................................................................................................................. 24 9.4 Strategies ............................................................................................................................ 24 9.5 Action Items......................................................................................................................... 24 9.6 Strengths and Weakness .................................................................................................... 2510. MARKETING ........................................................................................................................... 26 10.1 Mission .............................................................................................................................. 26 10.2 Measurable Goals ............................................................................................................. 26 10.3 Branding ............................................................................................................................ 26 10.4 Strategies .......................................................................................................................... 26 10.5 Action Items....................................................................................................................... 26 10.6 Strengths and Weakness .................................................................................................. 2611. ADMIN ..................................................................................................................................... 28 11.1 Mission .............................................................................................................................. 28 11.2 Measurable Goals ............................................................................................................. 28 11.3 Branding ............................................................................................................................ 28 11.4 Strategies .......................................................................................................................... 28 11.5 Action Items....................................................................................................................... 28 11.6 Strengths and Weakness .................................................................................................. 2812. HUMAN RESOURCES ........................................................................................................... 29 12.1 Mission .............................................................................................................................. 29 12.2 Measurable Goals ............................................................................................................. 29
  4. 4. 12.3 Branding ............................................................................................................................ 29 12.4 Strategies .......................................................................................................................... 29 12.5 Action Items....................................................................................................................... 29 12.6 Strengths and Weakness .................................................................................................. 30 13.1 MIssion .............................................................................................................................. 31 13.2 Measurable Goals ............................................................................................................. 31 13.3 Branding ............................................................................................................................ 31 13.4 Strategies .......................................................................................................................... 31 13.5 Action Items....................................................................................................................... 31 13.6 Strengths and Weakness .................................................................................................. 3114. MANAGEMENT ...................................................................................................................... 32 14.1 Mission .............................................................................................................................. 32 14.2 Measurable Goals ............................................................................................................. 32 14.3 Branding ............................................................................................................................ 32 14.4 Strategies .......................................................................................................................... 32 14.5 Action Items....................................................................................................................... 32 14.6 Strengths and Weakness .................................................................................................. 3215. PRODUCT DEVELOPMENT MANAGEMENT ....................................................................... 33 15.1 Mission .............................................................................................................................. 33 15.2 Measurable Goals ............................................................................................................. 33 15.3 Branding ............................................................................................................................ 33 15.4 Strategies .......................................................................................................................... 33 15.5 Action Items....................................................................................................................... 33 15.6 Strengths and Weakness .................................................................................................. 3316. DESIGN ................................................................................................................................... 34 16.1 Mission .............................................................................................................................. 34 16.2 Measurable Goals ............................................................................................................. 34 16.3 Branding ............................................................................................................................ 34 16.4 Strategies .......................................................................................................................... 34 16.5 Action Items....................................................................................................................... 34 16.6 Strengths and Weakness .................................................................................................. 3417. COMMUNITY DEVELOPMENT (PERL AND JAVA ADT) ..................................................... 35 17.1 Mission .............................................................................................................................. 35 17.2 Measurable Goals ............................................................................................................. 35 17.3 Branding ............................................................................................................................ 35 17.4 Strategies .......................................................................................................................... 35 17.5 Action Items....................................................................................................................... 35 17.6 Strengths and Weakness .................................................................................................. 3618. BUSINESS DEVELOPMENT .................................................................................................. 37 18.1 Mission .............................................................................................................................. 37 18.2 Measurable Goals ............................................................................................................. 37 18.3 Branding ............................................................................................................................ 37 18.4 Strategies .......................................................................................................................... 37 18.5 Action Items....................................................................................................................... 37 18.6 Strengths and Weakness .................................................................................................. 3719. KL TEAM ................................................................................................................................. 38 19.1 Mission .............................................................................................................................. 38 19.2 Measurable Goals ............................................................................................................. 38 19.3 Branding ............................................................................................................................ 38 19.4 Strategies .......................................................................................................................... 38 19.5 Action Items....................................................................................................................... 39 19.6 Strengths and Weakness .................................................................................................. 39
  5. 5. 1. eXtropia Corporate1.1 MissionWe make profit now and in the future by designing and building products that areused primarily by financial institutions to provide banking services to businessesand by helping systems integration (SI) partners (sometimes internal eXtropia SIgroups) to implement those products.1.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Jan – Jan profit after tax (PAT) of 3M SGD 2. Delivery of Version 2 of eXtropia ACE, eXtropia Trade, eXtropia CM2, and eXtropia Treasury 3. Set up self-sustaining Malaysian operations 4. 1 new major (>1M revenue) account in Thailand, Malaysia, and Singapore 5. At least 2 new major (>1M revenue) distribution partners 6. At least 1M revenue from existing clients1.3 BrandingOur brand is defined by 4 elements: 1. Business driven technology 2. Expertise (domain, security, and technology) 3. Quality & Support 4. Support of customers and partners1.4 StrategiesThere are 7 key strategies that will define the activities of eXtropia in 2003Strategy Importance UrgencySense of urgency/ownership (everyone 1 1 thinks like a shareholder)Develop sales and marketing 2 2Projects -> Products 4 6Develop mid-level management 5 5Expand regionally (KL and Thailand) 6 4Preparation for IPO 2005 7 7Enhance Channel management 3 31.5 Strengths and Weakness Strength Weakness Breadth of products Lack of product depth Regional diversification Too reliant on key customers High technical prowess Not enough domain knowledge across
  6. 6. the company and within all required domains.Committed staff Inexperienced mid-level management teamGood guerilla marketing Deterioration of brand and deliveryStrong operations Problems with too much micro managementExcellent track record Not enough sales channels
  7. 7. 2 Infrastructure TeamThe Infrastructure team is divided into three sub-groups  Office Sys  Projects Support  Deployment/R&D2.1 Global Team2.1.1 MissionCreate and maintain infrastructure-related services that ensure a productive andefficient environment for internal teams and clients and/or partners2.1.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. 95% uptime office infrastructure 2. 90% uptime of project infrastructure 3. Average response time < 20 minutes 24x72.1.3 BrandingOur brand is defined by 3 qualities: 1. Reliable and Recoverable 2. Professional 3. User friendly2.1.4 StrategiesThere are 7 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyImplement RFC -> Project -> SOP 6 6 methodology across the boardComplete SOPs 7 7Implement new infrastructure services 4 1 with quality assuranceStandardized deployment process across 1 3 all clients/projectsTo have a process/standard responding to 2 2 infrastructure-related itemsDefine security policies 3 4Standardized procedures/policies for 5 5 preventive maintenance
  8. 8. 2.1.5 Action Items Action Item Who When Handover team management to Ray Eric and Ray Done Identify what SOP work remains Ray April Develop 2003 budget (poor, ok, ideal versions) Ray Done Develop Progress Report Template Ray Done 121s Ray Done2.1.6 Strengths and Weakness Strength Weakness Solid technical knowledge Still some gaps between team members’ technical skill In most cases, a team member can More skilled member of the team tends stand in for another not to trust the less skilled ones with certain tasks. Brilliant team members Hard to manage! Initiative/Proactive Too “loud” sometimes.2.2 Office Sys Sub-Team2.2.1 MissionEnsure that office infrastructure supports the needs of day-to-day operationsincluding  E-mail  File management  Network  Telephony  Security and virus protection  PC support  Backup/Disaster Recovery  Remote Access2.2.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. 95% Uptime 2. Average response time < 20 minutes 24x72.2.3 BrandingOther than the three brands defined by the global team, our brand is defined bytwo qualities: 1. Fast Response
  9. 9. 2. Friendly Support2.2.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyImplement RFC -> Project -> SOP 1 1Complete SOPs 2 22.2.5 Action Items Action Item Who When Test Disaster Recovery capability Ray June 30 Re-implement Virus Spot checking Ray Apr 30 Pager spot checks Ray Apr 30 Develop process to ensure security updates Ray July 31 Develop a report for weekly log monitoring Ray July 31 Edit outstanding SOPs (Eric has them) Ray May 31 Complete outstanding SOPS (Proxy and Team Done Caching, Web Sever, Network Monitoring) Format all SOPs to Rita’s format Ray May 31 Complete move to NT domains Swee Tat Apr 30 Decide if we need to switch ISPs Ray, ST, and PC Apr 30 Execute process for Network Monitoring Swee Tat Done SOPs for Security and Preventive Measure Swee Tat and TBD Phillipe2.2.6 Strengths and Weakness Strength Weakness Solid technical knowledge Sometimes impatient with request from truly clueless users Approachable personality Not enough SOPs in place (handover will be difficult). Intelligent Tend to stray if not managed closely Versatile: able to take a different role Can be undermanned sometimes due (prototype, development) to demanding projects Responsible—contactable during odd Present in the office during odd hours hours too sometimes2.3 Project Support Sub-Team2.3.1 MissionSupport the requirements of project teams in the eXtropia office or on customersites including:
  10. 10.  Testing  Design, Implementation, and Management of Development and Staging Environments  Deployment and Systems Integration2.3.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. 90% Uptime 2. Average response time < 20 minutes 24x72.3.3 BrandingOther than the three brands defined by the global team, our brand is defined byone quality: 1. Expertise2.3.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance Urgency rdBuild Support for 3 party SI Teams 1 1Complete SOPs 2 22.3.5 Action Items Action Item Who When Implement easy to use solution for external Philippe Apr 30 access to internal file system Identify points for strong Infrastructure Infra June support and develop SOPs accordingly Work on Support Plan for 3rd Party SI Teams Ray, Infra, Eric May and/or Dave2.3.6 Strengths and Weakness Strength Weakness Have genuine care in making things Still relatively disorganized—need better some procedures and plans in place. Helpful to developers Have nothing in place currently for 3rd party SI teams. Able to provide input not only from Messy project environment since it’s in infra perspective, but also the same machine as everything else. development perspective.
  11. 11. 2.4 Deployment and R&D Sub-Team2.4.1 MissionIdentify, design, and build infrastructure tools and components that 1) supportproducts, 2) support deployment, or 3) can be sold as products as well asdevelop and manage deployment standards and procedures to ensure that theProject Support Team is as efficient as it can be.2.4.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria:  Successful deployment, not more than 10% lateness in deployment phase.  Rapid deployment features for all eXtropia products.2.4.3 BrandingOther than the three brands defined by the global team, our brand is defined bytwo qualities: 1. Leading-edge 2. Ease of use2.4.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine Business Plan 1 1Complete SOPs 2 22.4.5 Action Items Action Item Who When Deployment process standardization Phillipe May 31 Come up with testing environment testing Phillipe Apr 302.4.6 Strengths and Weakness Strength Weakness Proactive Loud, may not be very tactful sometimes. Striving for technical excellence May not suggest the most practical solution at times. Will be pulled in at times to do office system tasks and other things.
  12. 12. 3 Finance Team3.1 MissionEnsure that business units are provided with accurate, timely, and appropriatefinancial services and information. Specifically, we: 1. Structure and manage a day-to-day bookkeeping system to a point where the input of errors is minimized, while ensuring optimal check and balances. 2. Identify and implement financial strategies to maximize use of working capital and cash flow. 3. Set up time and cost effective means to gather information and data needed for business analysis and decision-making. 4. Provide an intelligent and appropriate analysis of the data in clearly written reports for: a) The management team on a weekly basis that enhances their ability to make decisions, to define strategy, and manage operations. b) The board on a quarterly basis to allow it to analyze return on investment and forecast future growth3.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1) Accountant takes over the accounting process: which includes monitoring billings and receivables, and updating the accounts. 2) Regular on time reports sent to group CFO weekly, and weekly financial progress report submitted which is clear, accurate and up to date. 3) Measures to allow cost analysis to be implemented, and results used for proposal writing, and price setting for future products. 4) Finance dept moves away from mere book keeping, and suggests strategies for long-term planning. 5) Planning for 2003/4 – cash flow and budget projections to be in place for planning and strategy.3.3 BrandingOur brand is defined by four qualities: 1. Accuracy of data – financial data is only useful if relied upon. To be reliable it must be accurate consistently. 2. Timeliness of reporting – financial data and analysis only has relevance if it is delivered in time for the right action to be taken in time. 3. Usefulness and depth of analysis – financial analysis needs to be more right than not, and really essential to daily operations as well as projections.
  13. 13. 4. Appropriateness of action taken following analysis and decisions made – the numbers must have meaning, and actions taken must be proportional to what they say.3.4 StrategiesThere are 5 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyRedefine roles – not just numbers crunching 1 4Evolve from cash mgmt to cash budgeting 5 5Adopt professional standards for IPO 2 1Set up processes to analyze cost of sales 3 2Set up means to gather info for reports 4 33.5 Action Items Action Item Who When Define Board report templates Accountant and Hsien Mar 01 Investigate grant opportunities Accountant Mar 15 Teach Budgeting workshop for mgrs Hsien and Accountant Jan 15 Develop cost analysis system Accountant Mar 15 Develop profit analysis system Accountant Mar 153.6 Strengths and Weakness Strength Weakness Good practical set of accounts – Limited understanding of accounting closely matches operational needs concepts, reporting is difficult Detailed spreadsheets, good records Data not easy to use for planning Cash closely managed Cash flow unpredictable Simple system Lacks info for analysis
  14. 14. 4 Product Development4.1 MissionIdentify, design, and build products that can be 1) sold through eXtropia salesand marketing channels, 2) implemented by our SI partners (including internal),3) satisfies the requirements of marketing and sales, and 4) that applies relevantbusiness and technology innovation based on unbiased research.4.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Delivery of products on time and on budget, based on proper software development process. 2. Software Development Process in place, tailored for Product.4.3 BrandingOur global brand is defined by 5 qualities: 1. Innovative from a business perspective (not techies) – value add 2. Secure and Bug Free 3. On time, on budget, high quality 4. Works closely with ALL departments 5. Easy-to-use Products (customers and Bank IT) – User-oriented4.4 StrategiesThere are 8 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine and implement Product Dev 1 6 ProcessComplete Host Emulator 4 2Complete ACE V2 3 1Complete CM2 V2 5 3Complete Trade Finance V2 6 4Complete Fees Module 7 5Complete ACE V3 8 7 MS Integration BSSO->ACE Sample App Fully customized drop downsConsistent research on market, industry 2 8 and technology
  15. 15. 4.5 Action Items Action Item Who When Meeting to define a Product Development eXtropia Jan 15th process (RFC to be produced) developers (led by Cassandra)Define research methodology and process eXtropia Feb 11th(RFC to be produced) developers (led by Stephan)Define job scopes for Product developers Ray TBD4.6 Strengths and Weakness Strength Weakness Solid technical knowledge. The less senior members of the team are still too technology-oriented.Have the luxury of following a more Some of the decision will be dictated byproper software development process. business—may not always be ideal for products.The senior member of the team is a The senior member of the team istechnical guru with very strong separated from the teamdomain/business knowledge. geographically.
  16. 16. 5. Project Managers5.1 MissionDeliver solutions on-time, on-budget, to the specifications, and to the qualitystandards defined by our corporate brand. In addition, provide CRM to keepcustomers happy and to develop follow-on sales that can be handed over tosales to follow up.5.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria:5.3 BrandingOur global brand is defined by three qualities: 1. On-time, on-budget, on-quality 2. We are not tech consultant, but business consultants. 3. Better than the specs5.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyRebuild the team 1 1Enhance project direction 2 25.5 Action Items Action Item Who When Recruit senior project manager in KL Chin Wan Mar 31 Identify other members of KL team to help Chin Wan Jan 31 with PM work Work out weekly agenda for project Ching & Chin Wan Jan 20 meeting Start weekly project meeting Chin Wan Jan 20 Improve KL team business knowledge – Chin Wan Feb 14 possible KL Book Club5.6 Strengths and Weakness Strength Weakness Integrity - Customer believes what our Lack of sense of urgency, control PMs say when issues occur and that necessary to deliver on time we do things in their best interest as we see them Technical capability – customer Lack of business knowledge other than
  17. 17. respects our PMS when they speak direct projects worked uponupRelationship management – customer Lack of consistent on-going projectfeels comfortable communicating with analysis (risks, dependencies etc.)our PMs Lack of sales acumen (tactical and strategic sales experience)
  18. 18. 6. Projects6.1 MissionDeliver solutions on-time, on-budget, to the specifications, and to the qualitystandards defined by our corporate brand.6.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. The average delay in project delivery is not more than 10%. 2. Software Development Process in place, tailored for Product.6.3 BrandingOur global brand is defined by two qualities: 1. On-time 2. We are not tech consultant, but business consultants.6.4 StrategiesThere are 4 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine and implement Software Dev 1 2 ProcessTechnical Skill Improvement 2 1Improve Collective Ownership & 3 3 Knowledge Transfer ProcessImprove Business Knowledge 4 46.5 Action Items Action Item Who When Define job descriptions for all levels of Ray Jan 21 developers Define Software Development Process Ray Finalize in February Finalize ADT vrs Struts Ray Done. Roadmap coming next week. Cross Train developers Ray Ongoing Business Training Book Club and Ongoing more to come
  19. 19. 6.6 Strengths and Weakness Strength Weakness All team members in one location Doesn’t currently have a senior team member like Product Development Team has.Overall solid technical skill Some members are relatively juniorStrong team spirit Too much handholding by senior member at times. Still too technology-oriented.
  20. 20. 7. Quality Control (QA/Testing/Support and Maintenance)7.1 MissionEnsure that products meet the expectations of clients in terms of bugs/bugmanagement, performance, ease-of-use, and functionality. Continuously improveand strive for premium standard on both project and product deliveries.7.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. The number of bugs found in the UAT for projects (after internal testing) 2. The number of bugs reported for the products after its release7.3 BrandingOur global brand is defined by four qualities: 1. Timely and accurate 2. Positive, friendly, and professional 3. Meticulous 4. High quality assurance7.4 StrategiesThere are 3 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine a QA process and procedures 1 1Improve testing skills by building technical 2 2 knowledgeConstant participation of QA team during 3 3 And product development process7.5 Action Items Action Item Who When Meeting to define QA process and EXtropia Jan 28th procedures (ie SOPs) developers (led by JC) RFC: QA SOPs JC Feb 4th Acquire technical knowledge from JC and Philippe Feb 18th Infrastructure team Attend relevant technical courses to JC TBD improve testing skills QA milestones for each project and product JC and developers TBD development Constant testing and feedback on all JC and developers TBD software development in progress
  21. 21. Deliveries of test plans for each project and JC TBD product7.6 Strengths and Weakness Strength Weakness Meticulous May be to “stiff” in certain situation Has the drive to improve the situation Potentially undermanned Currently no procedures in place.
  22. 22. 8. Prototyping8.1 MissionPrimarily, to provide HTMLized user interfaces and demos with embeddedworkflow according to specifications defined by product development, marketing,and sales; and secondarily, to provide timely graphical and HTML support todevelopers on ongoing and new projects.8.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Come up with look & feel concept boards for new project within 7 working days 2. Interfaces and workflows which require not more than 2 click-throughs 3. Slice and dice a HTML template within 8 hours 4. Produce simple, yet pleasing Flash designs within 1 day 5. (Barb to) Spend no more than 15 minutes on editing Jason’s written work 6. Able to implement one Javascript in a HTML page within 2 hours8.3 BrandingOur global brand is defined by 5 qualities: 1. Banking (product specific) domain knowledge 2. Innovative business solutions 3. User-friendly workflows and interfaces (for users and administrators) 4. Comprehensive demos that “look and behave like real” 5. Fast, clean, accurate work and on-time delivery8.4 StrategiesThere are 5 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyImprove design skills for user interfaces 1 3Improve domain knowledge 2 2Expand network of banking experts from 3 1 whom knowledge can be gainedImprove Javascript skills 4 4Improve graphics software application 5 58.5 Action Items Action Item Who When Talk to Ching and other people about Barb/Jason Jan 07 – behind-the-scenes bank processing and Dec 31 approval processes for various facilities once a fortnight (1 hour sessions) Dissect, study and test Javascripts Barb/Jason Jan 01 –
  23. 23. once a week (1 hour sessions, every Dec 31Friday)Barb to help Jason improve English Barb/Jason Jan 01 –skills by giving and assessing reading Dec 31and comprehension assignments (1 hoursessions, once a month)Improve proficiency in Flash (self-study, Barb June 30Study books on website graphic design(self-study, quarterly presentations withpeer ratings) quarterly presentations withpeer ratings)Improve proficiency in PhotoShop (self- Jason June 30study quarterly presentations with peerratings)Learn Flash basics(self-study quarterly Jason August 1presentations with peer ratings)8.6 Strengths and Weakness Strength Weakness Fast, clean coding Javascript Solid HTML coding skills Flash Good communication skills (Barb) Poor communication skills (Jason)
  24. 24. 9. Sales9.1 MissionClose deals that 1) generate high profit margins and 2) support marketing andbusiness goals.9.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Jan – Jan profit after tax (PAT) of 3M SGD 2. 1 new major (>1M revenue) account in Thailand, Malaysia, and Singapore 3. At least 2 new major (>1M revenue) distribution partners 4. At least 1M revenue from existing clients9.3 BrandingOur brand is defined by five qualities: 1. Listens to customer 2. Awareness of eXtropia’s internal concerns – product readiness, resourcing, legal responsibilities, capabilities and profitability. 3. Domain and technology expertise 4. Flexibility 5. Honesty9.4 StrategiesThere are 4 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyMake reporting a priority 1 1Develop Sales Collateral (guides, demos) 1 1Build a team and get them out there 1 1Get pipeline to 20 Million 1 19.5 Action Items Action Item Who When Define 2003 Sales Budget Eric Feb 15 Complete Security Whitepaper Dave Apr 01 Genericize Kok Wei’s S&M docs Dave Apr 01 Develop Deployment Guide Dave Apr 01 API docs for 3rd parties Dave Apr 01 Hire senior sales babe Eric Mar 01 3 Qualified leads in Bangkok Eric Apr 15 Update Sales Brochures Dave Mar 01 Update Sales Guide/SOP Dave Mar 15
  25. 25. 9.6 Strengths and Weakness Strength Weakness High calibre team Not enough sales tech support Support from upper management Too few sales people Good existing channels and brand
  26. 26. 10. Marketing10.1 MissionCreate the right setting for the sales team to sell their products. To work withProduct Development to identify products people will pay money for. Providemarket intelligence to other groups.10.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria:1. Develop one new media relationship in Bangkok or targeted city2. Get WebWare published in Bangkok3. Jointly organize two events with channel partners or clients4. Develop one new relationship with an IT group (like LUGS) in Bangkok5. Develop better relationship with The Asian Banker journal or equivalent; either get published or co-organize an event.10.3 BrandingOur global brand is defined by four qualities: 1. Ubiquity 2. Street smarts 3. Technology smarts 4. Cool10.4 StrategiesThe following key strategy will define the activities of the team in 2003Strategy Importance UrgencyImprove Reporting 1 110.5 Action Items Action Item Who When Exchange with PK Deal Li Yuen Jan 01 Define 2003 Marketing Budget Li Yuen Jan 15 Update Marketing Plan for 2003 Eric, LY, and Dave Mar 15 Get WebWare into Bangkok Press Li Yuen Mar 15 Quarterly brainstorming meetings Dave Improve market intelligence Build external relationships10.6 Strengths and Weakness Strength Weakness Guerilla marketing Relationship with main newspapers
  27. 27. and business newspapers in Singapore, KL, Bangkok, Jakarta and the rest of AsiaRelationship with Computer Relationship with Computerpublications in Singapore & KL publications in Bangkok, Jakarta and other countries that eXtropia may be venturing intoRelationship with Singapore event Relationship with banks and bankingorganizers related publicationsRelationship with bookshops in Banking domain knowledgeSingapore and KLRelationship with IT groups in Market intelligenceSingapore and KL Relationship with event organizers, bookshops and IT groups in Bangkok and Jakarta etcStrong brand awareness Imprecise positioningGood marketing skill sets Defocused by extradepartmental tasks
  28. 28. 11. Admin11.1 MissionKeep the company running as smoothly, as efficiently, as securely and aseconomically as possible.11.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1) Creating/updating simple spreadsheets that can be viewed easily and capable of being updated and changed easily. 2) Weekly submission of status updates for HR and Admin progress report. 3) Monthly submission of office budget11.3 BrandingOur global brand is defined by 5 qualities: 1. Efficient – we save time, money and resources 2. Easy to use (simple to update, and manage) 3. Consistent 4. Professional 5. Smart action, not dumbly following rules.11.4 StrategiesThere are 5 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine roles and goals for team 1 1Streamline processes 2 2Clarify lines of reporting and authorization 3 3Create pro-active and intelligent mind-set 4 4Increase feedback and reporting 5 511.5 Action Items Action Item Who When Write job descriptions and define goals Hsien Jan 15 Define line of authority Hsien Jan 10 Plan monthly budget for supplies Linn Jan 3 Monthly admin meeting Rita First Monday11.6 Strengths and Weakness Strength Weakness Clearly defined rules and procedures Not all procedures efficient Good record keeping Spreadsheets hard to change, update Dedicated, hardworking team Need more initiative and thinking
  29. 29. 12. Human Resources12.1 MissionProvide company with the best people possible within the budget and keep themhappy, motivated and improving through good policies and management.12.2 Measurable Goals Success in 2003 will be measured according to the following criteria: 1. A fair and consistent performance appraisal method implemented to monitor / chart staff performance by end March. 2. Select deserving employees through performance appraisals for year end rewards 3. Maintain happy, stable workforce with minimal conflicts. Organize 4 staff activities this year (one per quarter), low on cost, high on fun, to increase staff interaction and togetherness. 4. Harmony between management and staff12.3 BrandingOur brand is defined by 4 qualities: 1. Consistent and fair 2. Receptive to feedback 3. Cost-aware but not cost-obsessed 4. Pro-active in making change12.4 StrategiesThere are 4 key strategies that will define the activities of the team in 2003:Set quality standards that is clear, quantifiable and agreed by all.Annually (and periodically when needed) define job descriptions and goals for allstaff.Recognize training and growth needs of people, and find ways to meet theseneeds, or plan for them.Draft contracts as well as establish policies and practices that will maximizemutual benefit and minimize potential conflictStrategy Importance UrgencyImprove Reporting 1 1Set Quality Standards 1 1Performance Appraisal 2 2Training and growth 4 4Contracts and policies 3 312.5 Action Items Action Item Who When Set up Appraisal system Ching Mar 31
  30. 30. Update Handbook Hsien Done Job descriptions Hsien Apr 30 Training and Coaching Hsien & Ching Ongoing12.6 Strengths and Weakness Strength Weakness Young company with young team that Appraisal system is not formalized or allows flexibility in implementing new structured yet. approach towards HR policies Dynamic team of staff who can cross Biggest team of employees pollinate skills (developers) may resist effort to measure/quantify performance Due to small size of company, inevitable change in roles of staff leads to blurring of job description. Small training budget for external courses
  31. 31. 13. Legal13.1 MIssionTo give input to decisions or actions, which will have legal consequences in away that will reduce liability, yet recognize that there will be commercial realities.13.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1) Set up of new template contracts 2) Registration of trademarks and patents 3) Inform and propagate legal procedures13.3 BrandingOur brand is defined by 4 qualities: 1. Correct and up to date 2. Appropriate, and in proportion 3. Cost conscious 4. Business aware13.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyProtect eXtropia’s key assets 1 1Review eXtropia’s exposure 2 213.5 Action Items Action Item Who When Budget for IP protection Hsien Feb 28 New contracts for proposals, employees Hsien ASAP13.6 Strengths and Weakness Strength Weakness Strong business sense Few legal resources Contracts closely tailored to business Lack of budget needs Fast response (relatively speaking) Diffused attention as legal also does other stuff
  32. 32. 14. Management14.1 MissionWe help keep the department we manage on the same course as driven bysenior management and board. In doing so, we also look out for our teams, toensure that they are aware of what they are supposed to do, the standardsexpected and also to look to their needs and concerns.14.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1) Weekly reports on progress 2) Suggest at least three strategies for building teamwork 3) Implementing them 4) Reporting on effect of strategies14.3 BrandingOur global brand is defined by 3 qualities: 1.maturity 2.responsiveness 3.accountability14.4 StrategiesThere are 3 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyImprove Reporting 2 2Develop ways to build teamwork 1 1Develop ways to create rapport 3 314.5 Action Items Action Item Who When Weekly reports Each manager Fridays Thinking of three teamwork strategies Each manager Feb 28 Implementing the strategies Each manager By Mar 31 Assessing effect of strategies Each manager By Apr 30 Reports on the strategies Each manager By May 31 Plans for the second half of 2003 Each manager By June 3014.6 Strengths and Weakness Strength Weakness Motivated, skilled, energetic Inexperienced and/or lack maturity
  33. 33. 15. Product Development Management15.1 MissionDeliver products on-time, on-budget, to the specifications, and to the qualitystandards defined by our corporate brand.15.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. No more than 10% timeline slip 2. Delivery of V2 of ACE, CM2, Trade, Treasury 3. SOP in place15.3 BrandingOur global brand is defined by 3 qualities: 1. On-time, on-budget, on quality 2. We are not tech consultants, but business consultants 3. Better than the specs15.4 StrategiesThere are 2 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyDefine SOPs 1 2Develop more 3rd party friendly installers 2 115.5 Action Items Action Item Who When Recruit Product Development Manager Gunther / Ray Apr 1515.6 Strengths and Weakness Strength Weakness Self Managing Team No Product Development Manager
  34. 34. 16. Design16.1 MissionTo produce appealing and intuitive user interfaces and attractive andprofessional sales and branding material, including website and sales collateral,consistent with our positioning and brand strategy.16.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Creating and updating UIs on schedule 2. Creating and maintaining attractive, professional, and brand building marketing materials on schedule.16.3 BrandingOur global brand is defined by 4 qualities: 1.Stylish 2.Professional 3.Usable 4.Clear and clean16.4 StrategiesThere are X key strategies that will define the activities of the team in 2003Strategy Importance UrgencyX 1 116.5 Action Items Action Item Who When16.6 Strengths and Weakness Strength Weakness
  35. 35. 17. Community Development (Perl and Java ADT)17.1 MissionMaintain extropia’s ADT strong presence in the Open Source Community bysupporting its members and actively interacting with them. Increase the value ofextropia’s Open Source Community by helping its members to contribute back tothe ADT.17.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1.Acknowledging members’ questions and comments on the mailing lists and BBS under 24 hours. 2.Resolve members’ questions and comments on the mailing lists and BBS under a week. 3.Release new versions of the ADT and applications (Perl/Java) at least quarterly. 4.Reimplementation of the open source website.17.3 BrandingOur global brand is defined by 3 qualities: 1) Ease of use 2) High quality support 3) Customizability17.4 StrategiesThere are 3 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyAllocate fixed time for BBS/Mailing list processing 1 2Use an issue tracking system to handle Questions/requests 2 1Allocate fixed time for ADT improvements 3 317.5 Action Items Action Item Who When Spend x hours/week processing Perl Philippe/Jason Ongoing BBS/Mailing list Spend x hours/week processing Java Ray/ST Lim Ongoing BBS/Mailing-list Install and use an issue tracking system on Philippe/ ST Lim End www.extropia.com February Reimplementation of the open source Philippe/ ST Lim End March website
  36. 36. - search engine - web CVS Philippe/ ST Lim End March - mailing list archives Philippe/ ST Lim End March - self updating static site Philippe/ ST Lim End March - fully working demo (Java & Perl) Philippe/ ST Lim End March - self updating demos Philippe/ ST Lim End April17.6 Strengths and Weakness Strength Weakness Large user base Not enough ADT specialists Community of developers helping Not enough internal resources ADT development allocated in helping / guiding them Many demos and free applications are They are difficult to keep updated and available support. The website has a great deal of useful The website is not easy to navigate & resources search, and has many broken links (388) and outdated information
  37. 37. 18. Business Development18.1 MissionTo develop strong corporate alliances in order to improve our lead generationand number of cooperative projects while offering customers more completesolutions. To gain entry into new markets and segments.18.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria:Identify and partner with two major companies who have a key presence in eachof our key markets (Singapore, Malaysia, Thailand, Indonesia) and segments(upper tier SE Asia Commercial Banking).18.3 BrandingOur global brand is defined by 4 qualities: 1.We provide solid targeted technology 2.We have a proven track record and success stories 3.We are cooperative and responsive 4.We do not undercut or compete with partners18.4 StrategiesThere are 5 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyImprove Reporting 1 1Recruit biz devt personImprove our technology to better support PartnersDevelop partner training programDevelop partnering document template18.5 Action Items Action Item Who When18.6 Strengths and Weakness Strength Weakness Good network of contacts Lack of resources
  38. 38. 19. KL Team19.1 MissionTo provide support and development to all eXtropia clients located in Malaysia.Support will include existing applications, infrastructure and consultation. The KLteam would also provide on-site immediate support for clients.Besides supporting clients, the KL team will also provide support to internalclients, i.e. sales and technical team from Singapore. Supporting of internalclients will include:  Provide support for telecommunication (Internet and telephony) when in Kuala Lumpur  Provide support for travel arrangements to Malaysia (nationwide)  Getting insider information about clients for sales team  Provide point of contact for Singapore technical team during S&M, i.e. gathering logs, screen shots, etc.19.2 Measurable GoalsSuccess in 2003 will be measured according to the following criteria: 1. Not more than 2 official written complaints from clients both internal and external 2. Deliver projects on time and on budget 3. 95% uptime for all client applications developed by eXtropia19.3 BrandingOur global brand is defined by 3 qualities: 1. Professional 2. Effective and efficient support to both internal and external clients 3. On time on budget on all projects19.4 StrategiesThere are 5 key strategies that will define the activities of the team in 2003Strategy Importance UrgencyCreate self sustaining operations and cash flow 1 2Build a technical team capable of doingSI and development work for eXtropia Singapore 2 1Build a sales team to do sales on otherverticals 3 3Create a KL brand using eXtropia’s brandingstrategy 4 4
  39. 39. 19.5 Action Items Action Item Who When Write business plan for year 2003 Chin Wan 31 March Apply for grant for R&D in KL Chin Wan, Hsien & 31 March LYHire 2 developers for KL team Ian Clark 30 JuneFind out more about setting up an office in Chin Wan & Kok 28 FebruaryKL WeiSetup infrastructure for KL team Kok Wei 31 March19.6 Strengths and Weakness Strength Weakness Strong teamwork Lack of support from top management Quick response Too reliant/dependent on BCB Strong technical team Punctuality to office Flexible Poor client management Dedication

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