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What is your Readiness-for-Growth?
- 1. Executives-as-a-Service for Business Acceleration Achieving Growth. Navigating Change. Overcoming Crisis. Readiness Growth Factor The Visioneering Process www.ZFactorGroup.com
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- ZFACTOR GROUP specifically will help you: Create instant change. Achieve growth and improve margins. Navigate change and overcome crisis. Collaborate on a more predictable, scalable path. Enhance revenue across the business ecosystem. --------------------------------------- OVERVIEW WHAT IS “VISIONEERING”? Together, the mission, vision and business values statements make up the organization’s brand promise…which is the value created for customers because of their engagement with your organization. Visioneering helps drive ‘what’s next’ to focus on growing revenues by indentifying the deliverables, activities and business development attitudes required culturally to communicate and back that promise in client interactions. This interactive and structured experience results in a shared Vision and understanding of the desired future state for the sales organization and establishes the goals and behaviors that will drive ongoing strategies to create successful outcomes toward that vision. In other words, this process breathes life into the development and implementation of sales planning by exposing the gap between the current reality and desired future state and then identifying specific goals and strategies that will guide bridging the gaps that exist with people, process and platform resources. The outcomes are: • Shared Vision for Desired Future State (DFS) • Goals in Four Core Business Areas to support the company Value Proposition • Strategies to bridge Gaps and Priorities (G&P) for Goals and determining engaging prospective clients • Strategies to act on Opportunities and Accelerators (O&A) for Goals for targeting prospective clients PROCESS Thought Leaders (Stakeholders) in the company are lead through a process to elicit thought, stories, purpose and desired outcomes in four core areas of focus. This content becomes the driving force in the development of business decisions to realize the potential of the organization and those it serves. Visioneering may include a review and even modification or revision of the Mission, Vision Statement and Business Value Statements, but requires that these foundational components are in place to ensure a focus on sales and marketing strategies to begin the work of change…and so that Vision can manifest into being. CORE AREAS OF FOCUS The Visioneering process uses the ZFactor Methodology to create a new environment of “Both/And” thinking toward goal setting. Based on an XY graph infographic, for over 10 years this methodology has proven to help individuals and companies quickly get on the same page regarding concepts, goals, messages that matter, roles and direction. It starts with the ‘what’s possible’ and by its nature this process facilitates a creative discussion to expose the gap between the current reality and desired future state for the company. This “possibility thinking” can quickly reveal and release untapped, unseen and unknown potential. The four Core Areas are: - Infrastructure and Systems - Talent and Influence - Business Strategics - Visioneering Together, we will actually “Reverse Engineer” from the Vision back through each of the Core Areas to establish goals for each area and determine what has to happen and be put in place to manage the journey from current reality to the desired transformation. Key considerations are: • What is the Vision of the company in the future and what is the nature of the Ideal Clients we serve? • How do we expand Strategic Relevance and Relational Relevance with employees and customers to create relationships of lifetime value? • How does the Vision (Desired Future State) impact the requirement for and development of talent, process and systems to realize our potential? • How specifically do we need to refine, define, research and enhance our product and service offerings to manifest value and care for the Ideal Clients and employees of the Future? For each Core Area the team will agree on: - One to three goals that support the requirements for excellence in each Core Area - Strategies that can accomplish those goals expressed as Gaps and Priorities and Opportunities and Accelerators* *This will be an initial and high-level set of strategies. Each strategy will require an accountable agent to review and manage the assignment of resources so this work is translated into tactual execution after the planning is complete. OUTCOMES • Overview from selling perspective of the company’s role as a value creator to ideal clients; ‘why’ we do what we do; and what we must act on to accomplish the purposes (mission) for being in business; • Shared understanding of the desired future state and the specific goals that will drive the development of sales strategies toward bridging the gap between current reality and that vision; • Agreement on a high-level and an initial set of strategies as Gaps and Priorities (G&Ps) and Opportunities and Accelerators (O&As) that will create the next steps in moving thought into action; • Receive Phase I Goals Action Board with priorities organized by G&Ps and O&As (see example) • Facilitation (as needed) for assignments on: Must Dos Key Initiatives over 3-6 months for Phase I Action Plan Action Plan alignment, accountability and recommendations Prepared 05/08/14 ZFactor Group | Business Growth and Performance Consulting | 512.695.4435 cgoldsberry@ZfactorV2V.com 3 OUTCOMES • Overview from selling perspective of the company’s role as a value creator to ideal clients; ‘why’ we do what we do; and what we must act on to accomplish the purposes (mission) for being in business; • Shared understanding of the desired future state and the specific goals that will drive the development of sales strategies toward bridging the gap between current reality and that vision; • Agreement on a high-level and an initial set of strategies as Gaps and Priorities (G&Ps) and Opportunities and Accelerators (O&As) that will create the next steps in moving thought into action; • Receive Phase I Goals Action Board with priorities organized by G&Ps and O&As (see example) • Facilitation (as needed) for assignments on: Must Dos Key Initiatives over 3-6 months for Phase I Action Plan Action Plan alignment, accountability and recommendations This is the Master Zmap ------------------------------ Ways to position ZFactor Group thinking ZFactor thinking as oxygen: strategies for solving existential problems. The changes needed to overcome crisis. ZFactor thinking as aspirin: strategies for creating change. ZFactor thinking as jewelry: strategies for growth. Takeaways: specific, actionable strategies ------------------------------- Session Discuss Business, Brand, and BHAG to establish baseline Conduct Fireside Chat / VOC Perception Mapping Home Plate: Passion / Unique / Impact / Legacy Present Integrated MOCSS Zmap, then Spefic Zmap Document Current Activity in each quadrant Audit/Assess MOCSS per each quadrant based on Business/Brand/BHAG Identify Gaps to Prioritize and Opportunities to Accelerate for each quadrant Set Goals for top 2 to 3 based on G2P, O2A, and BHAG per quadrant, and assign Action/Agent for each goal as a 30 to 90 day sprint (30 to 90 day SPRINT base on each ZMap Accelerator) Develop and Execute Plan based on Q-Jectories Zmap (7 Questions) *Customer Experience throughout the entire process NOTES - Each QZ is “development”…graduating infrastructure: people, platform, processes Systems: people, process, “platform” > technology Quadrants Brand, Infrastructure and Systems MarComm, Talent and Perception SMarketing Strategies, Operations, and Customer Experience Strategic Value and Envisioned Future of Success as a Value Creator STRUCTURE OF AGENDA: 3 hours (w/team and 2 hours prep/reporting by both teams) $950 • Introductions, Overview and Goals • Current Situation Review • Visioneering process and dive into ZMap Core Areas for Goal development • Strategy Development (1-3 for each goal) • Validate G&Ps and O&As • Establish Agreement on Phase I Action Board Goals and assignments • Establish next steps and follow up for co-sourced/outsourced resource requirements for implementation