The document discusses ING's strategic planning process. It provides an overview of ING's business lines and benchmarks other companies' best practices in strategic planning. It then details ING's strategic planning journey, including shifting the focus of planning sessions to be more strategic. A partial planning calendar is outlined with quarterly sessions focused on strategic and tactical planning. Finally, it discusses linking the strategic plan to metrics and management routines to ensure performance and results.
Download⚡PDF❤ Project Management Metrics KPIs and Dashboards A Guide to Mea...moerbouthererrt
Harold Kerzner's essential strategies on measuring project management performanceWith the growth of complex projects stakeholder involvement and advancements in visualbased technology metrics and KPIs (key performance indicators) are key factors in evaluating project performance. Dashboard reporting systems provide accessible project performance data and sharing this vital data in a concise and consistent manner is a key communication responsibility of all project managers.This third edition of Kerzner's groundbreaking work Project Management Metrics KPIs and Dashboards A Guide to Measuring and Monitoring Project Performance helps functional managers gain a thorough grasp of what metrics and KPIs are and how to use them. Plus this edition includes new sections on processing dashboard information portfolio management PMO and metrics and BI tool flexibility. Offers comprehensive coverage o
Anaplan and Deloitte webinar: The fundamentals of zero-based budgetingAnaplan
Executives are re-embracing zero-based budgeting (ZBB) to empower department leads to take control and ownership of their budgets in order to reduce unnecessary costs and rationalize activities throughout the value chain. However, without the right tools in place, completing a full ZBB cycle can be challenging for many organizations.
Join Anaplan as we host a webinar featuring Ed Majors and Ron Dimon from Anaplan partner, Deloitte. They will discuss how to successfully deploy ZBB and embrace cost management as a strategic play.
Do you ever need to defend your localization budget or the productivity of your localization-related activities? If so, are you using the right metrics to show the value you bring and how you compare? Sound business metrics can go a long way towards changing the perception of localization from cost center to revenue enabler. To understand the latest trends, view this Slideshare presentation.
Provides insights into the result based planning process including result based matrix preparation that help to manage scarce resources to realize a better result.
S&OP Framework and Case Study (PlayStation) Presented at the Business Forecasting and Predictive Intelligence Summit. San Francisco October 17th -18th 2013
Download⚡PDF❤ Project Management Metrics KPIs and Dashboards A Guide to Mea...moerbouthererrt
Harold Kerzner's essential strategies on measuring project management performanceWith the growth of complex projects stakeholder involvement and advancements in visualbased technology metrics and KPIs (key performance indicators) are key factors in evaluating project performance. Dashboard reporting systems provide accessible project performance data and sharing this vital data in a concise and consistent manner is a key communication responsibility of all project managers.This third edition of Kerzner's groundbreaking work Project Management Metrics KPIs and Dashboards A Guide to Measuring and Monitoring Project Performance helps functional managers gain a thorough grasp of what metrics and KPIs are and how to use them. Plus this edition includes new sections on processing dashboard information portfolio management PMO and metrics and BI tool flexibility. Offers comprehensive coverage o
Anaplan and Deloitte webinar: The fundamentals of zero-based budgetingAnaplan
Executives are re-embracing zero-based budgeting (ZBB) to empower department leads to take control and ownership of their budgets in order to reduce unnecessary costs and rationalize activities throughout the value chain. However, without the right tools in place, completing a full ZBB cycle can be challenging for many organizations.
Join Anaplan as we host a webinar featuring Ed Majors and Ron Dimon from Anaplan partner, Deloitte. They will discuss how to successfully deploy ZBB and embrace cost management as a strategic play.
Do you ever need to defend your localization budget or the productivity of your localization-related activities? If so, are you using the right metrics to show the value you bring and how you compare? Sound business metrics can go a long way towards changing the perception of localization from cost center to revenue enabler. To understand the latest trends, view this Slideshare presentation.
Provides insights into the result based planning process including result based matrix preparation that help to manage scarce resources to realize a better result.
S&OP Framework and Case Study (PlayStation) Presented at the Business Forecasting and Predictive Intelligence Summit. San Francisco October 17th -18th 2013
Sometimes the best way to understand something is to experience it. This intro and S&OP Simulation was presented at the S&OP Analytics and Forecasting Summit on September 19th, 2016
Key Performance Indicators: Valuable Tools for Measuring PerformanceVesta Corporation
Key performance indicators, or KPIs, can be a valuable tool to help companies evaluate how they are performing. This presentation examines how KPI rates and indicators are calculated, why they can vary from business to business, and when not to compare KPIs to others in the industry. A handy checklist is included to help companies ensure their KPIs support their business needs, as well as how existing KPIs can be refined and thoughts on developing a forward-looking KPI strategy to evolve as the business does.
Visit www.trustvesta.com to view the integrated fraud and guaranteed payments solutions available to your organization.
Strengthening the connection between the business and supply chain networkAnaplan
Creating a leaner and more cost-effective supply chain requires true business collaboration— connecting supply chain, sales, and finance across data, people, and plans.
Integrated business planning (IBP) provides that competitive edge by increasing the speed and transparency of decision-making to connect the strategic and financial goals of the business and clearly identify tradeoffs and define accountability.
Here is a unique perspective from two of Deloitte’s supply chain planning experts, including:
-How integrated planning allows supply chain to respond to change in a cost-effective and timely manner
-Which specific supply chain business processes can benefit from an integrated, real-time approach
-Steps to strengthening the connection between the business and supply networks
This webinar helps Federally Qualified Health Centers (FQHCs) plan, build, and use operational dashboards to drive transition in their organization. Key Performance Indicators (KPIs) are explored specific to Section 330 grantees and those in the Health Center Program. Strategic Planning KPIs are also included as part of the discussion.
Building and implementing a dashboard takes careful planning and requires certain steps that are covered in this seminar. It is not the recording of the session but can be discussed with David Wagner by callind 855-493-FQHC (3742) or email dwagner@fqhcconsultant.com
Balanced Scorecard IT Strategy and Project ManagementGlen Alleman
IT projects rarely have a 1st order impact on financial results. Their impact us usually a 2nd or 3rd order. Tracing this impact is part of IT strategy. Delivering this impact is execution
This workshop focused on the elements of focus, alignment, and commitment building as it relates to an effective S&OP process. It was presented at the Business Forecasting and Analytics Forum in Boston on June 6th, 2017
Delivering Value with Financial Performance: Leading FP&A Practices of High-G...Proformative, Inc.
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.
Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 4
S&OP maturity comes prior to advance planning softwareTristan Wiggill
A presentation by Steven Hainey CPSM, CPIM, CPF, MCIPS, C.P.M., Director of Supply Chain, Jarden Applied Materials, USA.
Delivered during the 38th annual SAPICS event for supply chain professionals in Sun City, South Africa.
With the majority of companies stuck in the first stages of S&OP maturity and struggling to move forward, the session will cover why implementing advance planning software for their ERP systems is not always the best next step. This session will shed light on the different stages of the S&OP maturity journey, the key requirements for those stages, and methods to overcome the major hurdles for each one. When companies are in the first stages of S&OP maturity, the existing culture and processes frequently limit advancements more than a company’s technology and software. The presenter will address the appropriate stage to install the advance planning software which is typically required to move into the higher maturity levels.
UMT360Webinar_Project and portfolio financial controls for microsoft project ...UMT360
Despite significant investments in PPM, it is failing to deliver the anticipated results. UMT360's research shows that today companies are failing to realize up to 46% of the planned business value from project portfolios. Why? Many PMO's simply do not view projects as business investments, and fail to effectively integrate financial management and PPM to proactively gauge the economic impact of poor performance and take corrective actions.
These slides are from a UMT360 webinar during which Ben Chamberlain discussed how UMT360 can help businesses gain complete financial intelligence across your project portfolios and increase ROI, and:
*Eliminate the need for Excel and standardize investment governance controls across the PPM lifecycle
*Streamline capital planning and build stronger business cases
*Automate financial tracking and variance analysis and move to an agile re-planning process
*Establish a benefits realization framework
The webinar is available - http://bit.ly/1eVTTVO
Sometimes the best way to understand something is to experience it. This intro and S&OP Simulation was presented at the S&OP Analytics and Forecasting Summit on September 19th, 2016
Key Performance Indicators: Valuable Tools for Measuring PerformanceVesta Corporation
Key performance indicators, or KPIs, can be a valuable tool to help companies evaluate how they are performing. This presentation examines how KPI rates and indicators are calculated, why they can vary from business to business, and when not to compare KPIs to others in the industry. A handy checklist is included to help companies ensure their KPIs support their business needs, as well as how existing KPIs can be refined and thoughts on developing a forward-looking KPI strategy to evolve as the business does.
Visit www.trustvesta.com to view the integrated fraud and guaranteed payments solutions available to your organization.
Strengthening the connection between the business and supply chain networkAnaplan
Creating a leaner and more cost-effective supply chain requires true business collaboration— connecting supply chain, sales, and finance across data, people, and plans.
Integrated business planning (IBP) provides that competitive edge by increasing the speed and transparency of decision-making to connect the strategic and financial goals of the business and clearly identify tradeoffs and define accountability.
Here is a unique perspective from two of Deloitte’s supply chain planning experts, including:
-How integrated planning allows supply chain to respond to change in a cost-effective and timely manner
-Which specific supply chain business processes can benefit from an integrated, real-time approach
-Steps to strengthening the connection between the business and supply networks
This webinar helps Federally Qualified Health Centers (FQHCs) plan, build, and use operational dashboards to drive transition in their organization. Key Performance Indicators (KPIs) are explored specific to Section 330 grantees and those in the Health Center Program. Strategic Planning KPIs are also included as part of the discussion.
Building and implementing a dashboard takes careful planning and requires certain steps that are covered in this seminar. It is not the recording of the session but can be discussed with David Wagner by callind 855-493-FQHC (3742) or email dwagner@fqhcconsultant.com
Balanced Scorecard IT Strategy and Project ManagementGlen Alleman
IT projects rarely have a 1st order impact on financial results. Their impact us usually a 2nd or 3rd order. Tracing this impact is part of IT strategy. Delivering this impact is execution
This workshop focused on the elements of focus, alignment, and commitment building as it relates to an effective S&OP process. It was presented at the Business Forecasting and Analytics Forum in Boston on June 6th, 2017
Delivering Value with Financial Performance: Leading FP&A Practices of High-G...Proformative, Inc.
The FP&A organization along with the rest of finance is undergoing a transformation, with increasing responsibilities and their accompanying challenges, all of which have to be undertaken with limited resources. FP&A leaders, like their peers in other finance groups, are being asked to elevate their focus and extend their reach across the organization, while still delivering on traditional blocking and tackling activities. Hear from FP&A leaders who have created significant company value while navigating high growth business environments. Learn how best practices – on KPIs, planning cycles, rolling forecasts, and other techniques – have enabled high performance, both for their functions and for their overall business.
Speakers: Eileen Tobias, Sr. Director of FP&A, NetSuite
Eric Zimmerman, Manager of Financial Planning and Analysis, Infusionsoft
Presentation delivered at ProformaTECH 2014 - http://www.proformatech.com
Track: Operational Advantage | Session: 4
S&OP maturity comes prior to advance planning softwareTristan Wiggill
A presentation by Steven Hainey CPSM, CPIM, CPF, MCIPS, C.P.M., Director of Supply Chain, Jarden Applied Materials, USA.
Delivered during the 38th annual SAPICS event for supply chain professionals in Sun City, South Africa.
With the majority of companies stuck in the first stages of S&OP maturity and struggling to move forward, the session will cover why implementing advance planning software for their ERP systems is not always the best next step. This session will shed light on the different stages of the S&OP maturity journey, the key requirements for those stages, and methods to overcome the major hurdles for each one. When companies are in the first stages of S&OP maturity, the existing culture and processes frequently limit advancements more than a company’s technology and software. The presenter will address the appropriate stage to install the advance planning software which is typically required to move into the higher maturity levels.
UMT360Webinar_Project and portfolio financial controls for microsoft project ...UMT360
Despite significant investments in PPM, it is failing to deliver the anticipated results. UMT360's research shows that today companies are failing to realize up to 46% of the planned business value from project portfolios. Why? Many PMO's simply do not view projects as business investments, and fail to effectively integrate financial management and PPM to proactively gauge the economic impact of poor performance and take corrective actions.
These slides are from a UMT360 webinar during which Ben Chamberlain discussed how UMT360 can help businesses gain complete financial intelligence across your project portfolios and increase ROI, and:
*Eliminate the need for Excel and standardize investment governance controls across the PPM lifecycle
*Streamline capital planning and build stronger business cases
*Automate financial tracking and variance analysis and move to an agile re-planning process
*Establish a benefits realization framework
The webinar is available - http://bit.ly/1eVTTVO
Best Practices in Financial Planning and Analysis | 2013 Business Analytics S...Cartegraph
Loras College is proud to present our annual Business Analytics Symposium on March 27, 2014 at the Grand River Center in Dubuque, IA. Industry experts will share their insights about the evolving field of business analytics opportunities. Learn about everything from best practices when analyzing data to the importance and benefits of building a culture of analytics within your organization.
To learn more, secure your seat or to take advantage of group discounts visit www.loras.edu/bigdata.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
VAT Registration Outlined In UAE: Benefits and Requirementsuae taxgpt
Vat Registration is a legal obligation for businesses meeting the threshold requirement, helping companies avoid fines and ramifications. Contact now!
https://viralsocialtrends.com/vat-registration-outlined-in-uae/
Enterprise Excellence is Inclusive Excellence.pdfKaiNexus
Enterprise excellence and inclusive excellence are closely linked, and real-world challenges have shown that both are essential to the success of any organization. To achieve enterprise excellence, organizations must focus on improving their operations and processes while creating an inclusive environment that engages everyone. In this interactive session, the facilitator will highlight commonly established business practices and how they limit our ability to engage everyone every day. More importantly, though, participants will likely gain increased awareness of what we can do differently to maximize enterprise excellence through deliberate inclusion.
What is Enterprise Excellence?
Enterprise Excellence is a holistic approach that's aimed at achieving world-class performance across all aspects of the organization.
What might I learn?
A way to engage all in creating Inclusive Excellence. Lessons from the US military and their parallels to the story of Harry Potter. How belt systems and CI teams can destroy inclusive practices. How leadership language invites people to the party. There are three things leaders can do to engage everyone every day: maximizing psychological safety to create environments where folks learn, contribute, and challenge the status quo.
Who might benefit? Anyone and everyone leading folks from the shop floor to top floor.
Dr. William Harvey is a seasoned Operations Leader with extensive experience in chemical processing, manufacturing, and operations management. At Michelman, he currently oversees multiple sites, leading teams in strategic planning and coaching/practicing continuous improvement. William is set to start his eighth year of teaching at the University of Cincinnati where he teaches marketing, finance, and management. William holds various certifications in change management, quality, leadership, operational excellence, team building, and DiSC, among others.
Cracking the Workplace Discipline Code Main.pptxWorkforce Group
Cultivating and maintaining discipline within teams is a critical differentiator for successful organisations.
Forward-thinking leaders and business managers understand the impact that discipline has on organisational success. A disciplined workforce operates with clarity, focus, and a shared understanding of expectations, ultimately driving better results, optimising productivity, and facilitating seamless collaboration.
Although discipline is not a one-size-fits-all approach, it can help create a work environment that encourages personal growth and accountability rather than solely relying on punitive measures.
In this deck, you will learn the significance of workplace discipline for organisational success. You’ll also learn
• Four (4) workplace discipline methods you should consider
• The best and most practical approach to implementing workplace discipline.
• Three (3) key tips to maintain a disciplined workplace.
Affordable Stationery Printing Services in Jaipur | Navpack n PrintNavpack & Print
Looking for professional printing services in Jaipur? Navpack n Print offers high-quality and affordable stationery printing for all your business needs. Stand out with custom stationery designs and fast turnaround times. Contact us today for a quote!
Memorandum Of Association Constitution of Company.pptseri bangash
www.seribangash.com
A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
Contents of Memorandum of Association:
Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
https://seribangash.com/article-of-association-is-legal-doc-of-company/
Registered Office Clause: It specifies the location where the company's registered office is situated. This office is where all official communications and notices are sent.
Objective Clause: This clause delineates the main objectives for which the company is formed. It's important to define these objectives clearly, as the company cannot undertake activities beyond those mentioned in this clause.
www.seribangash.com
Liability Clause: It outlines the extent of liability of the company's members. In the case of companies limited by shares, the liability of members is limited to the amount unpaid on their shares. For companies limited by guarantee, members' liability is limited to the amount they undertake to contribute if the company is wound up.
https://seribangash.com/promotors-is-person-conceived-formation-company/
Capital Clause: This clause specifies the authorized capital of the company, i.e., the maximum amount of share capital the company is authorized to issue. It also mentions the division of this capital into shares and their respective nominal value.
Association Clause: It simply states that the subscribers wish to form a company and agree to become members of it, in accordance with the terms of the MOA.
Importance of Memorandum of Association:
Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
Protection of Members: It protects the interests of the company's members by clearly defining the objectives and limiting their liability.
External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
https://seribangash.com/difference-public-and-private-company-law/
Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
Amendment of MOA:
While the MOA lays down the company's fundamental principles, it is not entirely immutable. It can be amended, but only under specific circumstances and in compliance with legal procedures. Amendments typically require shareholder
LA HUG - Video Testimonials with Chynna Morgan - June 2024Lital Barkan
Have you ever heard that user-generated content or video testimonials can take your brand to the next level? We will explore how you can effectively use video testimonials to leverage and boost your sales, content strategy, and increase your CRM data.🤯
We will dig deeper into:
1. How to capture video testimonials that convert from your audience 🎥
2. How to leverage your testimonials to boost your sales 💲
3. How you can capture more CRM data to understand your audience better through video testimonials. 📊
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
Premium MEAN Stack Development Solutions for Modern BusinessesSynapseIndia
Stay ahead of the curve with our premium MEAN Stack Development Solutions. Our expert developers utilize MongoDB, Express.js, AngularJS, and Node.js to create modern and responsive web applications. Trust us for cutting-edge solutions that drive your business growth and success.
Know more: https://www.synapseindia.com/technology/mean-stack-development-company.html
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
2. Version 1.12
Agenda
ING US Overview and Business Landscape
Our Strategic Planning Journey
Linking the Plan, Measuring Performance, and Delivering
Results
Q&A
1
4
2
3
3. Version 1.13
ING US Overview
q The ING family of companies offer a comprehensive array of financial
services and products to retail and institutional clients, which includes:
§ Annuities
§ Retirement Plans
§ Life Insurance
§ Mutual Funds
§ Managed Accounts
§ Alternative Investments
§ Direct Banking
§ Institutional Investment Management
§ Employee Benefits
§ Financial Planning
q Holds top-tier rankings in our core product areas
q Is a top-3 provider of retirement plans
q Serves over 22 million customers
q Employs approximately 9,000 people
5. Version 1.15
ING US Insurance
US Insurance
• Individual Life
• Employee Benefits
6. Version 1.16
Policies Sold vs. Households with Children
Potential for Growing Need
Source: LIMRA’s Individual Life Sales Survey and LIMRA Estimates
0
2
4
6
8
10
12
14
16
18
0
10
20
30
40
50
60
70
80Policies Households w/children
1980s 1990s 2000s
43%
40%
29%
20%
74%
52%
50%
Can’t afford life insurance
Difficult to decide how much I need
Have not gotten around to it
Worry about making the wrong decision
Prefer to put money in other financial products
No one has approached me
Unpleasant to think about dying
7. Version 1.17
Opportunity – Needs Are Up
42%
39%
44%
50%
23%
32%
27%
25%
1992 1998 2004 2010 1992 1998 2004 2010
Needs more life insurance Likely to buy in next 12 months*
Source: LIMRA’s Individual Life Sales Survey and LIMRA Estimates
Trends in Need for Life Insurance and Future Purchase Intentions
8. Version 1.18
Agenda
ING US Overview and Business Landscape
Our Strategic Planning Journey
Linking the Plan, Measuring Performance, and Delivering
Results
Q&A
1
4
2
3
9. Version 1.19
Benchmarks
§ The following companies were considered as ‘best in class’ in the area of
strategic planning and their practices will be considered:
§ Ameritech
§ American Society for Quality Control
§ BancOne
§ Chevron
§ City of Phoenix
§ City of Sunnyvale
§ Commonwealth of Virginia
§ Corning
§ Dupont
§ Florida Power & Light
§ GTE
§ IntelJohnson & Johnson
§ Motorola
§ Southern California Gas
§ Wisconsin Electric Power
§ Xerox
(“Best Practices in Customer-driven Strategic Planning” Federal Benchmarking Consortium Study
Report).
10. Version 1.110
What does strategic planning support?
VISION
STRATEGY
STRATEGIC PLANNING
Development Execution Management
12. Version 1.11212
Strategic Planning in US Insurance
Talent Management
Operating Plan
USEM Meetings
Linking activities through effective planning:
USEM
Deep Dives
MTP
Planning
Quarterly
Planning
Sessions
Bi-Weekly
Executive
LBT/EMT
Calls
Talent
Management
Strategy
Development
Strategic
Planning
13. Version 1.113
Shift the Focus of Planning Sessions
Strategic
Tactical
Strategic
Tactical
0%
25%
50%
75%
100%
Current State Future State
• Shift certain
tactical and
operational items
to semi-monthly
phone calls
• Increase use of
face-to-face time
to develop, clarify
and align long-
term and short-
term strategies
14. Version 1.114
Partial Planning Calendar
1st Quarter
February
2nd Quarter
May
3rd Quarter
August
4th Quarter
November
Key
Topics
§ Establish operating
plan targets
§ Review takeaways
from sales meetings
§ Discuss market
conditions and
internal constraints
§ Align short-term and
long-term strategies
§ Clarify and review
vision and long-term
strategy
§ Product Strategy
§ Enabling Functions
§ Talent review &
succession planning
§ Review macro
environment
§ Strategic tactical
planning
§ MTP refinement
§ Review year-end
projections
§ Review PRT
proposals
§ Review WPC results
and build action plan
§ Talent Review
Standing
Items
§ Review Year-End
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
Location § Minneapolis § Offsite (Minot?) § Leader’s Council Site § Offsite (near Malvern?)
Participants § LBT & EMT § LBT & EMT § LBT & EMT § LBT & EMT
Length § 1.5 days LBT, .5 day LBT/
EMT, 1.5 days EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
• Review of Quarterly and YE results should be brief and high level
• More detailed reviews can occur in semi-monthly phone calls
15. Version 1.115
Agenda
ING US Overview and Business Landscape
Our Strategic Planning Journey
Linking the Plan, Measuring Performance, and Delivering
Results
Q&A
1
4
2
3
16. Version 1.116
The Linkage….
VISION
STRATEGY
STRATEGIC PLANNING
Development Execution Management
VISION
STRATEGY
STRATEGIC PLANNING
Development Execution Management
STRATEGIC PLANNING
Development Execution Management
Operating Results (pre-tax)
Distributable Earnings
Underlying Results (pre-tax)
IRR, after tax
Net Administrative Expenses
Sales
Return on Equity, Operating Results
1. 1. 1.
2. 2. 2.
3. 3. 3.
4. 4. 4.
5. 5. 5.
6. 6. 6.
7. 7. 7.
8. 8. 8.
9. 9. 9.
New products completed on time, on target in top
tier in market
Productivity, cycle times, distributor satisfaction,
AdminServer progress
See targets under initiative
See targets under initiative
See targets under initiatives
Strategic Objective: Turn size into scale by becoming a broader market player.
Have efficient operations (Sections 5 and 5.1)
Mission: Provide top tier product, competitive underwriting and strategies that position ING as a leading
provider of protection and accumulation.
Meet our financial targets
See targets under initiativeExpense
KEY METRICS
Core Profit, PBT, VNB, IRR, Expense, EC, Sales
See HR Scorecard
Embed Six Sigma in our culture
Drive culture of compliance and meet ORM objectives
Attract, retain, develop and engage a diverse workforce
ORM score and Compliance Scorecard
HR Metric
See targets under initiative
See ORM and Compliance initiatives
Headcount, value created, customer satisfaction
See targets under initiatives
2011 TARGETS
Reporting capability and accuracy
Drive effective distribution
Have competitive manufacturing
Strategic Projects
Channel sales by premiums and policy count
Distribution expansion
Expense Management
See targets under initiative
HIGH PRIORITY GOALS FOR 2011
Life Business Group
2011 Operating Plan
Vision: Be the provider of choice for independent distribution.
2011 Life Financials
§ Offsite (near Malvern?)§ Leader’s Council Site§ Offsite (Minot?)§ MinneapolisLocation
§ LBT & EMT§ LBT & EMT§ LBT & EMT§ LBT & EMTParticipants
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 days LBT, .5 day
LBT/EMT, 1.5 days EMT
Length
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Year-End
Results
§ Top 3-5 priorities by
department
Standing
Items
Key
Topics
§ Review year-end
projections
§ Review PRT
proposals
§ Review WPC results
and build action plan
§ Talent Review
§ Review macro
environment
§ Strategic tactical
planning
§ MTP refinement
§ Clarify and review
vision and long-term
strategy
§ Product Strategy
§ Enabling Functions
§ Talent review &
succession planning
§ Establish operating
plan targets
§ Review takeaways
from sales meetings
§ Discuss market
conditions and
internal constraints
§ Align short-term and
long-term strategies
4th Quarter
November
3rd Quarter
August
2nd Quarter
May
1st Quarter
February
§ Offsite (near Malvern?)§ Leader’s Council Site§ Offsite (Minot?)§ MinneapolisLocation
§ LBT & EMT§ LBT & EMT§ LBT & EMT§ LBT & EMTParticipants
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 LBT, .5 LBT/EMT, 1.5
EMT
§ 1.5 days LBT, .5 day
LBT/EMT, 1.5 days EMT
Length
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Quarterly
Results
§ Top 3-5 priorities by
department
§ Review Year-End
Results
§ Top 3-5 priorities by
department
Standing
Items
Key
Topics
§ Review year-end
projections
§ Review PRT
proposals
§ Review WPC results
and build action plan
§ Talent Review
§ Review macro
environment
§ Strategic tactical
planning
§ MTP refinement
§ Clarify and review
vision and long-term
strategy
§ Product Strategy
§ Enabling Functions
§ Talent review &
succession planning
§ Establish operating
plan targets
§ Review takeaways
from sales meetings
§ Discuss market
conditions and
internal constraints
§ Align short-term and
long-term strategies
4th Quarter
November
3rd Quarter
August
2nd Quarter
May
1st Quarter
February
Strategy
Plan and Metrics
Management Routines
1. Business As Usual
2. Just Do it
3. Continuous Improvement
4. Technology
5. People
17. Version 1.117
Agenda
ING US Overview and Business Landscape
Our Strategic Planning Journey
Linking the Plan, Measuring Performance, and Delivering
Results
Q&A
1
4
2
3