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The One Page Strategic Plan
The document outlines a strategic planning process including analysis, planning, and execution phases. The analysis phase involves assessing 6 elements: capabilities, vision, market, numbers, people, and processes. The planning phase focuses on setting written goals, developing people, sales/marketing plans, measurement, and innovation. Finally, the execution phase discusses implementing the plan through 90-day plans, communication, accountability partners, and weekly meetings.
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The One Page Strategic Plan
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- 2. 7 reasons strategicplanning initiatives fail The Wrong People or the right people in the Wrong Role ThePlanis too The Vague or Unrealistic Storyis weak and not delivered properly The wrong things are The plan is not Measuredor not at all Integratedinstead it’s delivered in disjointed pieces The plan is not given enough A team with Timeto work Outdated Skill Sets is charged with implementing the strategy
- 3. Let me tellya’ll what we’re gonna talk about today The One Page Strategic Plan Section 1: Analysis Section 2: Planning Section 3: Execution
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- 5. The 6 Elementsof Analysis Capabilities Vision Market Numbers People Processes
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- 7. Capabilities What can youdo internally? Sales Marketing Operations Administration Finance/Bookkeeping HR IT What do you need to outsource?
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- 9. Vision What are yougreat at? What are you known for? What do you want to be known for? Do they match? What is your BHAG?
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- 11. Market Who are yourbest customers? What is your current share of wallet? Describe your customer database (A/B/C) Who are you competing against? What are their strengths and weaknesses? What challenges are your customers facing that you can help with?
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- 13. Processes What is yoursystem to generate leads? What is your sales process? What is your customer experience process? What training programs do you have in place? What process do you following for innovation?
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- 15. Numbers What is yourcost to acquire a customer? What is your closing ratio? What is your break even? What is your target profit margin?
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- 17. People Do you havethe right people? Are they in the right roles? What is your plan to develop your people? What is your plan to find the right people? What is your process to actively engage your team?
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- 19. The 5 Keysto Planning 1. Written Goals 2. People Development 3. Sales & Marketing 4. Measurement 5. Innovation
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- 21. Written Goals What areyour sales targets (by month and quarter)? What profit are you projecting? What do you want to accomplish in the first 90 days? What do you want to accomplish with your people? What personal development do you want to achieve? What are the 5 key initiatives you are committed to? What do you want to achieve? Who are the champions of each?
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- 23. People Development Who areyour key people? How are you keeping them engaged? Do you have all of your people on 90-day development plans? How are you challenging your people to be better? What are you doing with your disengaged staff?
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- 25. Sales & Marketing Whatare you doing to better understand your customers? What is your clear and compelling message? What are the best methods to deliver your message? How will you generate leads and new customers? What is your budget? What is your online presence strategy?
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- 27. Measurement How will youtrack where leads originate? How will you track the progress of leads? How will you measure your advertising? How will you measure online activity? How will you measure your customer service?
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- 29. Innovation How are youencouraging your staff to be innovative? What sections of your business need innovation? How can you get your customers to help with innovation?
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- 31. The execution ofan idea is always more important than the brilliance of the thought
- 32. 4 Ways toExecute Your Plan 1. 90-Day Plans 2. Communications Plan 3. Accountability Partners 4. Weekly Meetings
- 33. 90-Day Plans Clear Expectationsof Your Role. • Do you know what is expected of you? • Do people know what you expect of them? • Is there a match or alignment? Developing Your Business Skills Areas in the business you would like be better at or know more about. Developing Your Personal Skills. Attitudes, influence, leadership abilities. Where do you choose to improve? Strong Requests What resources, tools or help do you need? Customer Service How will you specifically help lead customer service excellence. Account Activation What existing account do you want to grow? What past accounts to you want to reignite? What new accounts do you want to target?
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- 36. Weekly Meetings 1. Alwayshave an agenda 2. Everyone in the meeting must report back on their 90-day plan and specifically what action they have taken, what’s happened and what the next steps are 3. Never let it get personal 4. Everyone at the meeting must make a commitment to achieve something 5. Set a date for the next meeting
- 38. Larry Anderson Partner, TriggerStrategies Twitter: Email: Web: @triggerstrat larry@triggerstrategies.ca triggerstrategies.ca