1. Bundaberg Brewed Drinks
Home Brew Program
MODULE 2:
Introduction to Planning
DVD Program
Russell Cummings

2. Today’s Purpose
• To explore different aspects of planning
• Understand how we can be more effective
at this process at Bundaberg Brewed
Drinks.
Home Brew Program 2008

3. What is planning all about?
“Damned if you do, damned if
you don’t”
Home Brew Program 2008

4. Why Planning?
• Why do we bother with planning?
• What purposes does it serve?
• Exercise: Write down 3 answers to the
questions above.
Home Brew Program 2008

5. What are the challenges?
• What are the primary challenges to
traditional planning activities?
• What doesn’t work?
• Why don’t we get the results we expect?
• What do we need to do better as
individuals and as an organisation if we
are to make better use of planning ?
Home Brew Program 2008

6. Why plans fail?
• Too detailed
• Unfocussed
• Doesn’t address the issues
• Often just a list of actions or “whinges”
• The process is too complex
• The wrong people involved
• Difficult to update
• Static rather than dynamic
Home Brew Program 2008

7. Improving your plans
How do we make it happen?
Home Brew Program 2008

8. Key steps to simplify your planning
1. Understand how the plan will be used and who will be
the audience
2. Use a simple framework
3. Clearly define the purpose and desired outcomes
4. Clearly define the planning timeframe
5. Focus it on action – results – outcomes
6. Make sure you have the “right” people involved
7. Be prepared to cascade your plans to ensure the detail
is at the right level
8. Use appropriate planning tools
Home Brew Program 2008

9. Audience and end-use
Before you start the planning process,
understand 2 things:
• Who is the primary audience?
• How will this plan be used?
• Why are these elements important?
Home Brew Program 2008

10. The Simple Framework
DEFINE
SPECIFIC WHERE do
STRATEGIES we need to
AND ACTIONS be in the
future?
HOW do we
get there? DEFINE THE
OUTCOMES
and/or
Where are we NOW? PURPOSE
DEFINE THE
PROBLEM or
ISSUES
Home Brew Program 2008

11. Purpose & Outcomes
This is the heart of the WHERE:
• Be clear on the purpose of the Plan.
• What outcomes do you desire?
• Are there any targets that you must meet?
• Place them in context to the timeframe
• Clearly define the Problem
“How do we ….. in order to…?
Home Brew Program 2008

12. Timeframes
• Over what timeframe will the plan
operate?
• What is our planning horizon?
• Why is this important?
Home Brew Program 2008

13. Focus
• Make sure that your plan is focused. How?
• Make sure it has an “action focus”
• Use “doing words” to create “Action Statements”
• If appropriate, make sure that the plan has
Recommendations. How then Why?
• Make sure that the Plan has Action Plans: Action
Statements, timebound, allocated
responsibilities
Home Brew Program 2008

14. The Right People
• Often planning processes, involve a whole
range of people to get “ownership”.
• This is usually just an excuse for poor
communication processes
• Who should be involved? Why? What
value do they add to the process?
Home Brew Program 2008

15. CASCADING THE ONE PAGE PLAN
NOW One Page Plan WHERE
TOTAL ORGANIZATION
HOW
STRATEGIES ACTION PLANS T I M I N G - Who & When
NOW One Page Plan WHERE
HOW
STRATEGIES ACT One PageI PlanWho
N O WI O N P L A N S TIM NG - & When W H E R E
HOW
STRATEGIES W
NO One Page PlanM I N G
ACTION PLANS TI - Who & When E
WHER
DEPARTMENT
OR FUNCTION HOW
STRATEGIES ACTION PLANS T I M I N G - Who & When
SECTION
INDIVIDUAL

16. Planning Tools
Simple tools to foster
communication and innovation

17. Powerful Problem Solving Sequence
Funding
Products / Serv. Top 3 from Mindmap
1. People
Sales
People
2. Funding
Segmentation Growth
3. Sales
Mindmap the issue
Pareto the Mindmap for top 3
P I N
O
S
E Put into a One Page Plan
S G
I S A
TU T NOW One Page Plan WHERE
I E I HOW
V V
E E ST RAT EGIES ACTION PLANS T I M I N G - Who & When
FORCE FIELD
Force Field each issue
Home Brew Program 2008

18. ONE PAGE PLAN
NOW WHERE
• Sales $1 million SMITH & JONES • Sales $3 million
• No sales person
SALES PLAN • One full time sales person
• Order taking culture • Sales Culture
• Average sales $10k
Date Revised: 21 October 2006
• Average Sales $25k
STRATEGIES ACTION PLANS T I M I N G - Who & When By
1. Purchase SAN for each employee 1. MP Immediate
SALES TRAINING
2. 4 day SPIN course for staff
2. JS November
3. 1 Page Plan top 20% clients 1. JS October
KEY ACCOUNT
4. Alliances Plan 2. JS October
5. Target exposed Clients 1. BM January
COMPETITORS
6. Regional selling events 2. JS November
7. Produce benefits/problems brochure 1. JS January
BROCHURES all Products 2. JS March
8. Coaching website
Home Brew Program 2008

19. One Page Planning
• It is the framework NOT the layout that is important.
• Toyota run their business on A3 size One Page Plans so
choose a layout that suits your purpose and audience
• Must have the 3 key framework elements: Now-Where-
How.
• Be creative – remember the audience and purpose and
don’t make it too complex – KISS
• The problem solving routine is a great way to populate the
plan
Home Brew Program 2008

20. GAP ANALYSIS
Lo Av Hi Score Now Target Gap
Factor -5 0 +5 (X) Score (X)
1. Achieving Deadlines x x
|--|--|--|--|--|--|--|--|--|--| -4 +1 5
2. Decision Making x x
|--|--|--|--|--|--|--|--|--|--| -2 +2 4
3. Ability to say ‘No’ x x
|--|--|--|--|--|--|--|--|--|--| 0 +3 3
4. Working Long Hours x x
|--|--|--|--|--|--|--|--|--|--| -1 +3 4
5. Limited Family Life xx
|--|--|--|--|--|--|--|--|--|--| +1 +2 1
6. Ability to Prioritise Time x
|--|--|--|--|--|--|--|--|--|--|x 0 +5 5
7. Waste Time x x
|--|--|--|--|--|--|--|--|--|--| +2 +4 2
8. Delegation Ability x x
|--|--|--|--|--|--|--|--|--|--| -1 +2 3
9. Use of Pareto Analysis
x x
|--|--|--|--|--|--|--|--|--|--|
+2 +3 1
10. Use of Diary x
|--|--|--|--|--|--|--|--|--|--|x +1 +5 4
Home Brew Program 2008

21. Gap Analysis
Home Brew Program 2008

22. Using the GAP
• Remember – it is only a tool – it’s not
infallible – “subjective objectivity”
• For more complex issues, this is good
alternative to Pareto.
• If you are not happy with a score, then
work our your action plans to move your
score higher.
Home Brew Program 2008

23. GAP Exercise
1. Brainstorm the key factors that are critical
to the performance your current
job/position or of your Team
2. Complete a Gap Analysis
3. What actions will you take to address the
gaps?
4. Summarise it as a Plan
Home Brew Program 2008

24. PROD
PROD is a useful tool for simple Project Planning:
1. NAME: the process/project/plan
2. PURPOSE: Why? What do we hope to achieve?
3. RULES: What are the unofficial and official rules
that govern this activity? Who is a member? How
do they join?
4. OUTPUTS, CUSTOMERS: Whom do we deliver
to? What do we deliver?
5. DEPLOYMENT (ACTIONS): How will we deliver?
What is the plan for delivering the outcomes?
Home Brew Program 2008

25. PROD
Home Brew Program 2008

26. PROD Exercise
1. Select a Project or Process or
Work Instruction that you would
like to refine in more detail
2. Complete a PROD Plan
Home Brew Program 2008

27. Summary
And in conclusion…
Home Brew Program 2008

28. Key steps to simplify your planning
1. Understand how the plan will be used and who will be
the audience
2. Use a simple framework
3. Clearly define the purpose and desired outcomes
4. Clearly define the planning timeframe
5. Focus it on action – results – outcomes
6. Make sure you have the “right” people involved
7. Be prepared to cascade your plans to ensure the detail
is at the right level
8. Use appropriate planning tools
Home Brew Program 2008

29. Powerful Problem Solving Sequence
Funding
Products / Serv. Top 3 from Mindmap
1. People
Sales
People
2. Funding
Segmentation Growth
3. Sales
Mindmap the issue
Pareto the Mindmap for top 3
P I N
O
S
E Put into a One Page Plan
S G
I S A
TU T NOW One Page Plan WHERE
I E I HOW
V V
E E ST RAT EGIES ACTION PLANS T I M I N G - Who & When
FORCE FIELD
Force Field each issue
Home Brew Program 2008

30. ONE PAGE PLAN
NOW WHERE
• Sales $1 million SMITH & JONES • Sales $3 million
• No sales person
SALES PLAN • One full time sales person
• Order taking culture • Sales Culture
• Average sales $10k
Date Revised: 21 October 2006
• Average Sales $25k
STRATEGIES ACTION PLANS T I M I N G - Who & When By
1. Purchase SAN for each employee 1. MP Immediate
SALES TRAINING
2. 4 day SPIN course for staff
2. JS November
3. 1 Page Plan top 20% clients 1. JS October
KEY ACCOUNT
4. Alliances Plan 2. JS October
5. Target exposed Clients 1. BM January
COMPETITORS
6. Regional selling events 2. JS November
7. Produce benefits/problems brochure 1. JS January
BROCHURES all Products 2. JS March
8. Coaching website
Home Brew Program 2008

31. CASCADING THE ONE PAGE PLAN
NOW One Page Plan WHERE
TOTAL ORGANIZATION
HOW
STRATEGIES ACTION PLANS T I M I N G - Who & When
NOW One Page Plan WHERE
HOW
STRATEGIES ACT One PageI PlanWho
N O WI O N P L A N S TIM NG - & When W H E R E
HOW
STRATEGIES W
NO One Page PlanM I N G
ACTION PLANS TI - Who & When E
WHER
DEPARTMENT
OR FUNCTION HOW
STRATEGIES ACTION PLANS T I M I N G - Who & When
SECTION
PERSON
Home Brew Program 2008

32. GAP ANALYSIS
Lo Av Hi Score Now Target Gap
Factor -5 0 +5 (X) Score (X)
1. Achieving Deadlines x x
|--|--|--|--|--|--|--|--|--|--| -4 +1 5
2. Decision Making x x
|--|--|--|--|--|--|--|--|--|--| -2 +2 4
3. Ability to say ‘No’ x x
|--|--|--|--|--|--|--|--|--|--| 0 +3 3
4. Working Long Hours x x
|--|--|--|--|--|--|--|--|--|--| -1 +3 4
5. Limited Family Life xx
|--|--|--|--|--|--|--|--|--|--| +1 +2 1
6. Ability to Prioritise Time x
|--|--|--|--|--|--|--|--|--|--|x 0 +5 5
7. Waste Time x x
|--|--|--|--|--|--|--|--|--|--| +2 +4 2
8. Delegation Ability x x
|--|--|--|--|--|--|--|--|--|--| -1 +2 3
9. Use of Pareto Analysis
x x
|--|--|--|--|--|--|--|--|--|--|
+2 +3 1
10. Use of Diary x
|--|--|--|--|--|--|--|--|--|--|x +1 +5 4
Home Brew Program 2008

33. PROD
Home Brew Program 2008

34. Next Steps
Check Home Brew Intranet Site
Module 3: Intro to People and Management
Home Brew Program 2008

35. Thanks
Strategy into Action
Home Brew Program 2008