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The One Page Strategic Planning Process
One Page Strategic Plan private workshop for management teams
Objective
The one page strategic planning process provides a
proven method for a management team to undertake a
disciplined approach to strategic thinking and
execution planning.
The facilitated approach of this process creates a One
Page Strategic Plan to ensure alignment, engagement
and commitment to the roadmap required to achieve
success.
This document provides a base overview of the strategic planning framework.
What is the
Strategic Planning
Workshop?
A dedicated one or two day offsite workshop
for your management team to complete
strategic thinking and execution planning.
You will come away with a draft or rebuilt
version of the Gazelles Strategic One Page
Plan and a list of priorities to execute, driving
your companies growth.
The Four Decisions
✤ Gazelles framework is based upon the
book Mastering the Rockefeller Habits
by Gazelles founder Verne Harnish
✤ Released in 2002 it was still the
number 1 selling book on business
strategy in 2012 on Amazon.com
✤ Framework used by tens of thousands
of companies worldwide
✤ The Four Decisions of People,
Strategy, Execution and Cash are the
elements you must master in order to
increase the value of your growing
firm
What is the Strategic PlanningWorkshop?
For businesses who need to find a structured strategic thinking
and execution planning framework, it enables a focus on the
four key decisions of People, Strategy, Execution and Cash -
applying the 3 disciplines required - Priorities, Data/Metrics
and Meeting Rhythms. Finally ensuring a balance between the
two drivers of People and Productivity prevents this growth
having an adverse affect.
What is the Strategic PlanningWorkshop?
Management teams come away with...
✓ An understanding of the purpose and values of the business
✓ Clarity on the direction of the business
✓ Focus
✓ Motivation
✓ Alignment
✓ Ownership for the activities required to achieve success
Your One Page Plan
Strategy Execution
Your One Page Plan
Focus for your team for the
next 90 days
What is the Strategic PlanningWorkshop?
Building a strategy
Having an effective, relevant strategy is the critical element for increasing revenues to
your business.
We work to build a strategy
from here to drive revenues
toward your business
Competitors
offering
Our core
competencies
Customer needs
Source: Can you say what your strategy is? David J. Collis & Michael G. Rukstad
What problem does it solve?
Lets look at 3 statistics
32% of employees doubt their company has a plan at all
Source: Department of business, Innovation and Skills (Bis)
90% of strategies fail due to poor execution
Source: Harvard Business School, Photo source: Digital Journal.com - Costa Concordia Jan 13 2012
Only 15% of employees know their company’s top priorities
Even worse, only 6% know their own individual priorities.
Source: Stephen Covey & Bob Whitman in 2009 - Predictable results in unpredictable times
So what is the problem?
People within the business don’t know where the company
wants to go, what to focus on or how to successfully execute
strategies provided to them.
Why is this a problem?
Strategies don’t grow businesses, people do.
“The right people, doing the right things, the right way”
Jim Collins author Good to Great
Why is this a problem?
It is the people in your business who must be motivated and directed to achieve the
goals of the company. In order to grow a business not only do you need a winning
strategy, but you need to ensure that you have the right people, knowing what needs
to be achieved, how to do it and what the priorities are.
Most business don’t do this.
Source: Can you say what your strategy is? David J. Collis & Michael G. Rukstad
Why does it
work?
Most businesses simply don’t spend
structured time to plan. The most expensive
thing a management team can do is take
time off-site to undertake Strategic Thinking
and Execution Planning. Yet when
performed correctly this achieves the
greatest impact on future growth and profits.
In good teams the
management are
sweating.
In great teams the
workers are sweating.
Our program of Priorities, Metrics and
Meeting Rhythm will give you the tools to
get your team producing amazing results
that even they are surprised at achieving.
“At Harvard Business School I saw 5,000 business plans and only 3 were executed.
They we all great teams and all pivoted - this is why you need 90 day plans not 3 year plans”
Source: Professor Bill Sullivan - Harvard Business School
Why does it work?
Discipline, focus & accountability.
One strategic thinking
and execution planning
day per quarter
Two days
per year
Q1
Q4
12.8 weeks per
quarter to execute
Q2
Q3
Why engage a facilitator?
The true value of facilitated
strategic planning
Leader
participation
Avoid participant
complicity
Genuine
debate
Where true
results happen
Ref: http://bit.ly/1bIV4aZ
Why engage a facilitator?
✤ For busy managers finding time
to spend on planning
(important & not urgent) is very
difficult. Yet this is the most
important work managers do.
A facilitator controls this
process.
Where most
time is spent
Where time
should be spent
Why engage a facilitator?
✤ The results of failing to plan
and spending time on
important and urgent things
can be seen in Covey’s time
management matrix.
Where most
time is spent
Where time
should be spent
Your facilitator
Brad Giles
✤ Experienced entrepreneur
✤ Gazelles certified coach
✤ BRW magazine Fast100 winner
(twice)
✤ Ernst & Young Entrepreneur of
the year finalist
✤ Blogger on Gazelles website
✤ Graduate Entrepreneurial
Masters Program at M.I.T.
Proven results.
“Brad challenges your thinking and has been a great help in
formulating a plan and providing us with the tools to implement. I
would recommend Brad to any business looking to align the team
behind a strategy and to develop excellent accountability systems.”
“Brad’s extensive knowledge and ability to get
to the root of issues has yielded wonderful
results.”
“Brad was a key speaker at the EO Vancouver
chapter retreat in Silicon Valley and was
highly rated setting the bar high for depth
and sharing.”
“Brad has been an invaluable part of getting my business to where I wanted it to go. Brad has the
best business brain I know of, and I would recommend him without hesitation.”
1. George Grundy, Managing Director Rainbow Signs, 2. Darren Kam, Managing Director Constructive Media, 3, Nicole Donnolley President Condomania, 4. David Hochwald Jones, General Manager Oswald Homes
Contact details
Brad Giles
brad.giles@evolutionpartners.com.au
www.evolutionpartners.com.au
www.au.linkedin.com/in/bradleygiles/

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The One Page Strategic Planning process

  • 1. The One Page Strategic Planning Process One Page Strategic Plan private workshop for management teams
  • 2. Objective The one page strategic planning process provides a proven method for a management team to undertake a disciplined approach to strategic thinking and execution planning. The facilitated approach of this process creates a One Page Strategic Plan to ensure alignment, engagement and commitment to the roadmap required to achieve success. This document provides a base overview of the strategic planning framework.
  • 3. What is the Strategic Planning Workshop? A dedicated one or two day offsite workshop for your management team to complete strategic thinking and execution planning. You will come away with a draft or rebuilt version of the Gazelles Strategic One Page Plan and a list of priorities to execute, driving your companies growth.
  • 4. The Four Decisions ✤ Gazelles framework is based upon the book Mastering the Rockefeller Habits by Gazelles founder Verne Harnish ✤ Released in 2002 it was still the number 1 selling book on business strategy in 2012 on Amazon.com ✤ Framework used by tens of thousands of companies worldwide ✤ The Four Decisions of People, Strategy, Execution and Cash are the elements you must master in order to increase the value of your growing firm
  • 5. What is the Strategic PlanningWorkshop? For businesses who need to find a structured strategic thinking and execution planning framework, it enables a focus on the four key decisions of People, Strategy, Execution and Cash - applying the 3 disciplines required - Priorities, Data/Metrics and Meeting Rhythms. Finally ensuring a balance between the two drivers of People and Productivity prevents this growth having an adverse affect.
  • 6. What is the Strategic PlanningWorkshop? Management teams come away with... ✓ An understanding of the purpose and values of the business ✓ Clarity on the direction of the business ✓ Focus ✓ Motivation ✓ Alignment ✓ Ownership for the activities required to achieve success
  • 7. Your One Page Plan Strategy Execution
  • 8. Your One Page Plan Focus for your team for the next 90 days
  • 9. What is the Strategic PlanningWorkshop? Building a strategy Having an effective, relevant strategy is the critical element for increasing revenues to your business. We work to build a strategy from here to drive revenues toward your business Competitors offering Our core competencies Customer needs Source: Can you say what your strategy is? David J. Collis & Michael G. Rukstad
  • 10. What problem does it solve? Lets look at 3 statistics
  • 11. 32% of employees doubt their company has a plan at all Source: Department of business, Innovation and Skills (Bis)
  • 12. 90% of strategies fail due to poor execution Source: Harvard Business School, Photo source: Digital Journal.com - Costa Concordia Jan 13 2012
  • 13. Only 15% of employees know their company’s top priorities Even worse, only 6% know their own individual priorities. Source: Stephen Covey & Bob Whitman in 2009 - Predictable results in unpredictable times
  • 14. So what is the problem? People within the business don’t know where the company wants to go, what to focus on or how to successfully execute strategies provided to them.
  • 15. Why is this a problem? Strategies don’t grow businesses, people do.
  • 16. “The right people, doing the right things, the right way” Jim Collins author Good to Great
  • 17. Why is this a problem? It is the people in your business who must be motivated and directed to achieve the goals of the company. In order to grow a business not only do you need a winning strategy, but you need to ensure that you have the right people, knowing what needs to be achieved, how to do it and what the priorities are. Most business don’t do this. Source: Can you say what your strategy is? David J. Collis & Michael G. Rukstad
  • 18. Why does it work? Most businesses simply don’t spend structured time to plan. The most expensive thing a management team can do is take time off-site to undertake Strategic Thinking and Execution Planning. Yet when performed correctly this achieves the greatest impact on future growth and profits.
  • 19. In good teams the management are sweating. In great teams the workers are sweating. Our program of Priorities, Metrics and Meeting Rhythm will give you the tools to get your team producing amazing results that even they are surprised at achieving.
  • 20. “At Harvard Business School I saw 5,000 business plans and only 3 were executed. They we all great teams and all pivoted - this is why you need 90 day plans not 3 year plans” Source: Professor Bill Sullivan - Harvard Business School
  • 21. Why does it work? Discipline, focus & accountability. One strategic thinking and execution planning day per quarter Two days per year Q1 Q4 12.8 weeks per quarter to execute Q2 Q3
  • 22. Why engage a facilitator?
  • 23. The true value of facilitated strategic planning Leader participation Avoid participant complicity Genuine debate Where true results happen Ref: http://bit.ly/1bIV4aZ
  • 24. Why engage a facilitator? ✤ For busy managers finding time to spend on planning (important & not urgent) is very difficult. Yet this is the most important work managers do. A facilitator controls this process. Where most time is spent Where time should be spent
  • 25. Why engage a facilitator? ✤ The results of failing to plan and spending time on important and urgent things can be seen in Covey’s time management matrix. Where most time is spent Where time should be spent
  • 26. Your facilitator Brad Giles ✤ Experienced entrepreneur ✤ Gazelles certified coach ✤ BRW magazine Fast100 winner (twice) ✤ Ernst & Young Entrepreneur of the year finalist ✤ Blogger on Gazelles website ✤ Graduate Entrepreneurial Masters Program at M.I.T.
  • 27. Proven results. “Brad challenges your thinking and has been a great help in formulating a plan and providing us with the tools to implement. I would recommend Brad to any business looking to align the team behind a strategy and to develop excellent accountability systems.” “Brad’s extensive knowledge and ability to get to the root of issues has yielded wonderful results.” “Brad was a key speaker at the EO Vancouver chapter retreat in Silicon Valley and was highly rated setting the bar high for depth and sharing.” “Brad has been an invaluable part of getting my business to where I wanted it to go. Brad has the best business brain I know of, and I would recommend him without hesitation.” 1. George Grundy, Managing Director Rainbow Signs, 2. Darren Kam, Managing Director Constructive Media, 3, Nicole Donnolley President Condomania, 4. David Hochwald Jones, General Manager Oswald Homes