This deck provides an introduction to the Agile Strategic Planning® methodology and process created by PÖL Digital.

1. Montreal Solution Group for Business Owners
AGILE STRATEGIC PLANNING
• INTRODUCTION •
• Meetup by Frederic Moreau, PÖL Digital• August 20, 2014 •

2. AGENDA
• 20’ - Introducing
•What are we talking about?
•What do we mean by agility?
• The Agile Strategic Planning methodology
• 40’ - Sharing
2

3. TO BEGIN WITH…
!
THE LAST THING YOU NEED TO START A BUSINESS
IS A BUSINESS PLAN
• Pros: « You're two and a half times more likely to get into business
(if you have one) » - Clemson University entrepreneurship professor William B. Gartner
• Cons: business planning is often time consuming, costly and
inadequate in a fast changing environment.

4. IN A VUCA ENVIRONMENT, THERE IS A NEED TO
CHANGE THE WAY WE DO THINGS
Volatility
The nature and dynamics of change, and the nature and speed
of change forces and change catalysts.
Anticipate
the Issues that Shape Conditions
Uncertainty
The lack of predictability, the prospects for surprise, and the
sense of awareness and understanding of issues and events.
Complexity
The multiplex of forces, the confounding of issues and the
chaos and confusion that surround an organization.
Ambiguity
The haziness of reality, the potential for misreads, and the
mixed meanings of conditions; cause-and-effect confusion.
Understand
the Consequences of Issues and Actions
Appreciate
the Interdependence of Variables
Prepare
for Alternative Realities and Challenges
Interpret
and Address Relevant Opportunities
4

5. LEAN APPROACHES HAVE EMERGED
TO HELP SHAPE BUSINESSES
Porter’s 5 forces
(Mickael Porter) Business Model Generation
(Alex Osterwalder )
Lean Startup machine
(Eric Ries)
5

6. BUT NONE PROVIDE THE KEY COMPONENTS OF A
BUSINESS STRATEGY:
!
THE BUSINESS MODEL AND THE DIRECTION WHERE TO
DRIVE THE BUSINESS
(THE VEHICLE & THE JOURNEY)
6

7. SO THE POINT WAS TO DELIVER THIS VALUE TO
CLIENTS MUCH FASTER, AT A MUCH LOWER COST,
AND WITH THE CAPACITY TO ADJUST PLANS QUICKLY
7

8. THE SOLUTION CAME FROM TURNING STRATEGIC
PLANNING METHODOLOGIES INTO AGILE
• Reducing design time frame from 1 to 3 months to 1 to 3 days
• Reducing cost from $15,000 — $30,000 to $1,800 — $3,200
8

9. AGILE CONCEPT
Sense of
Purpose
Fast
Cost-efficient
Value driven
Satisfaction focused
Fluidity Anticipation
Iterative
9
Iterative
Iterative
• Agility is the dynamic capacity to sense, anticipate, respond intelligently and act
quickly and smoothly, in a coordinated way to a change in the environment.

10. THE AGILE TRINITY
How do we make it happen?
10
Leadership agility
(Behavior)
Operational agility
(Execution)
Strategic agility
(Direction)
Do we deliver value?
Where do we go?
The Agile
Enterprise

11. • AGILE STRATEGIC PLANNING •
THE MODEL SUGGESTS THAT THERE ARE 3 POSSIBLE
BUSINESS STRATEGIES, AND THEY ARE INCREMENTAL
11
To Master
(dominate)
To Adapt
To Innovate
• To Master = to do things right
!
• To Adapt = to change what needs to
be changed to remain aligned with your
internal and external environment
!
• To Innovate = to create a solution
to resolve a market pain or to seize a new
opportunity that arise on the market

12. THE AGILE STRATEGIC PLANNING
MODEL (OVERVIEW)
12

13. THE ASP MODEL TRANSLATES INTO 4 TEMPLATES
1/4• BUSINESS FOOTPRINT
13

14. 2/4• MARKET ENVIRONMENT ANALYSIS
Innovation
14

15. 3/4• AGILE STRATEGY & ACTION PLAN
Innovation
15

16. 4/4• FINANCIAL PLAN
Current position Target position
K$ FY % FY K$ FY % FY
Data (articles/yearly) 1,956 100% 3,900 100%
Traffic (K UVs/yearly) 27,600 100% 39,600 100%
Revenues (K$/yearly) 3,300 100% 5,400 100%
OPEX 3,105 100% 4,430 100%
Sales 700 22.5% 900 20.3%
Customer service 150 4.8% 400 9.0%
Marketing 400 12.9% 1,000 22.6%
Production 880 28.3% 900 20.3%
IT 600 19.3% 700 15.8%
Finance 150 4.8% 210 4.7%
Admin 150 4.8% 210 4.7%
Legal EBITDA Innovation
75 2.4% 110 2.5%
195 5.9% 970 18.0%
CAPEX 150 4.5% 450 8.3%
16

17. THE 3-STEP PROCESS IS ITERATIVE WITH THE
OBJECTIVE TO ALIGN TEMPLATES
Project footprint
definition
1 2 3
17
Iteration 1
Market environment
analysis
On-going
updates
Agile strategy
& plans
Iteration 2
Iteration 3
Agile strategy
a
Financial plan
b
Iteration 1
Iteration 2
Iteration 1

18. YOUR STRATEGIC PLAN BECOMES A 4 PAGES DASHBOARD
THAT CAN EASILY BE SHARED, AND UPDATED
Your business project & model Your environment analysis Your strategies & key actions Your financial plan
18

19. THE AGILE STRATEGIC PLANNING METHODOLOGY
IS BEING USED IN 3 WAYS
• Free business diagnostic - online email based www.poldigital.com
and envision a wish for your business. It will launch the process
• Individual client workshops
• Collective workshop gathering different companies or startups
19

20. HOW DO YOU PLAN YOUR
BUSINESS STRATEGY?
•Which framework do you use?
• How satisfied are you with the execution
•…
40’ round table discussion
20

21. INTERESTED IN LEARNING MORE?
• Frederic Moreau, PÖL Digital
StationC, Suite 204, 5605 de Gaspé, Montréal, QC, Canada
Cell. 514 503-3357 - fred@poldigital.com
ca.linkedin.com/in/fredericmoreau/
!
• Stay up to date with PÖL
Twitter : @polstories
LinkedIn : linkedin.com/company/p-l-digital
Facebook : facebook.com/poldigital
21