This document introduces the concept of a One Page Plan for business planning. It discusses how the One Page Plan approach can help simplify planning through focusing on answering five key questions: vision, mission, objectives, strategies, and action plans. It also describes a web-based tool called TOPPPS that can be used to create and maintain a One Page Plan. The document provides examples for each of the five elements and includes exercises for workshopping objectives, strategies, and action plans for a one page plan.

1. “ 2007 is Coming Fast” Are You Ready ? Greg Pashke, CMC Pashke Consulting

2. Goals Today Expose you to A Simpler Planning Option: The One Page Plan concept Walk Through 5 Provocative Questions Jump Start Your Thinking for 2007: Objectives Strategies Action Plans

3. Reflection on Anticipation “ Some people skate to the puck. I skate to where the puck is going to be.” -Wayne Gretzky

4. The State Of Planning America’s Enterprises Need Management Help! No Time for Planning (no time to think) Planning is Not a Perceived Need Just Muddling Through Doesn’t Work Well Complexity Abounds: Need to Simplify Need for “Easy-to-Use” Operational Performance Aides

5. Reflection: Simplify “ You must simplify. You must make the complex simple, then you must make it work.” - I.M. Pei

6. A Solution: The One Page Plan Approach Simple, Focused, & Aligned Focus on Five Questions: Simple But Provocative Inquiries! Vision: What are we building? Mission: Why does this business exist? Objectives: What results will we measure? Strategies: How will we build this business? Action Plans: What is the work to be done?

7. A One Page Plan Snapshot

8. One Page Plan Options The Book to a Paper Plan Point-Click-Plan w/Consulting to MS Word Plan The One Page Planning and Performance System (TOPPPS) Web-Based Plan w/Scorecards & Performance Reports

9. TOPPPS Web-Tour It’s a High Tech World with Low Tech Planning Technology The One Page Planning and Performance System (TOPPPS) is Simple, Visible & Powerful

10. Some Unique TOPPPS Benefits : Web-Based Application Secure & Controlled System Access Anywhere – Anyplace Access ( Geography Irrelevant ) Drill Down Navigation via Organization Chart Fosters Alignment, Focus & Accountability Visible & Linked Performance Scorecards

11. Some Unique TOPPPS Benefits: Progress Report for each Action Plan Visual: Color-Coded Plan Status Short Learning Curve (simplicity) Drives Behavior for Results Facilitates Monthly Business Review A True Operational Tool

12. The Five Questions Vision: What are we building? Mission: Why does this business exist? Objectives: What results will we measure? Strategies: How will we build this business? Action Plans: What is the work to be done?

13. Vision: What are we building? What will the company look like in 3 years? How large will we be? What are our products and services? What markets will we serve? Who are our key customers?

14. Vision: Sample “ Within the next 3 years grow GreenLawn into the market leading $400 million North American Residential & Commercial Service Company providing lawn & landscaping maintenance, pest control & carpet cleaning services.”

15. Mission: Why does this business exist? What does this business provide its customers that is unique? What is our competitive edge in the market? What do we want to be known for? How can we express it in 10 words or less?

16. Mission: Samples “ Bringing Beauty To Your World! – GreenLawn ” “ To Inform, to Amuse & to Help You Make Money” – The Motley Fool ” “ Overnight! - Federal Express ” “ We’re Driving Perfection - Pennzoil ” “ We’ve Got You Covered – Local Roofer ”

17. Measure To Manage “ You can’t manage something that you can’t measure .” - Ken Rau

18. Objectives: What results will we measure? What are the vital financial, sales, marketing, operational, & customer service statistics we must track? If I were an absent owner, what would I want to watch to know my investment is secure? Tip: Objectives must be graph-able

19. Objectives = Verb + Noun + Number : Samples Increase gross revenue 20% to $274 Increase # of commercial accounts by 20% Decrease field management turnover rate by 10% Reduce customer service complaints by 25%

20. Point Click Plan Screenshot

21. Break-Out Session Objectives Focus on Objectives that you can graph What will you measure? Your specific objectives for 2007 Report Back

22. Strategies: How will we build this business ? What will make this business successful over time? How will we attract/retain customers? How will we price & promote our services? What types of strategic alliances will we form?

23. Strategies: How will we build this business ? What type of culture & management style will we have? What is our exit strategy? How will we use technology? What are our potential sources of revenue?

24. Strategies = Goal + How Samples Foster market dominance by expanding new services to existing lawn care customers Enhance GreenLawn brand recognition with tv, radio, internet & publication media Research feasibility of additional services via test markets & focus groups Enhance # of commercial accounts with tele-marketing to maint. supervisors

25. Point Click Plan Screenshot

26. Reflection: Strategy “ You don’t have a strategy if it doesn’t pass two tests; that what you are planning to do really matters to your existing and potential customers; and second, it differentiates you from your competition” -Strategos

27. Break-Out Session Strategies Focus on Strategies How will you build the business? Your specific strategies for 2007 Report Back

28. Action Plans: What is the work to be done? What are the projects that will really move us forward ? Who is responsible for assuring these projects are completed? When will these projects be completed? How will we track project progress? Spread throughout the year

29. Action Plans: Samples Complete service technician training by Feb. Launch cross-service pricing promotion to customer base by April Conduct customer satisfaction & needs survey by June Identify 10 potential acquisition candidates by Sept. Expand one page business planning process to all of North America operations by Dec.

30. Break-Out Session Action Plans Focus on Action Plans What is the work to be done? Your specific action plans for 2007 Report Back

31. Reflection: Just Do It! “ A good plan today is better than a perfect plan tomorrow.” - Patton’s Law

32. Reflection Tom Peters “ The One Page Business Plan is an out and out winner. Period. It makes great sense to me as a so-called “business thinker”. The One Page Business Plan = the proverbial better mousetrap!.” - Tom Peters

33. Reflection from the Yogi “ The future ain’t what it used to be.” - Yogi Berra

34. Goals Today Expose you to A Simpler Planning Option: The One Page Plan concept Walk Through 5 Provocative Questions Jump Start Your Thinking for 2007: Objectives Strategies Action Plans

35. Contact Information Pashke Consulting Greg Pashke 772-528-3871 [email_address]