high involvement planning

[Enter Year]

[Insert Firm Logo here]

[Insert prior year] achievements

the big idea

values, mission, vision

values[Feel free to insert your own values in the space below]

mission

[Insert your mission here]

[Feel free to insert your own picture relevant to your mission]

vision

[Insert your vision here]

building blocksvision[Enter here the steps you need

to get to your vision:1.2.3.4.5.6.…]

[List sub-actions here to assist in reaching that larger goal]1.2.3.4.

[Insert Goal 1 here]Goal:

[List sub-actions here to assist in reaching that larger goal]1.2.3.4.

[Insert Goal 2 here]Goal:

[List sub-actions here to assist in reaching that larger goal]1.2.3.4.

[Insert Goal 3 here]Goal:

connecting you to it

what are you doing?

external opportunities and threats

economic, industry, market intelligence

what are the key indicators?

what’s the outlook?

how will this impact our company?

competitive intelligence

who are our competitors?

what do we know about them?

why do customers buy from them?

customer intelligencewho are our most satisfied customers?

who are our most profitable customers?

who have the greatest growth potential?

what are their current and future needs?

what are we doing about it?

reflection

what have we learned?

actions?

internal strengths and weaknesses

competitive advantagewhat is our competitive advantage?

what are we actively doing to leverage it?

what do we need to do to make it even stronger?

can we measure it?

financial perspective / trends / benchmarks are we profitable?

are we generating enough cash?

are we getting a fair return on our investment?

what about non-financial indicators?

input surveys[Insert the surveys that your organisation uses to gather feedback from your team]

for example:HIP stakeholder survey

non-chargeable activities survey

GGOB appraisal survey

Climate/Culture survey

reflection

what have we learned?

actions?

[Insert coming year] revenue plan

what’s the top line?

based on historical performance

based on market realities

based on our SWOT

[insert year] revenue

baseline

target

vs capacity

vs stock

$

our strategy for growth

strategies

should bridge the gap between

NOW and WHERE

answers the question – HOW will we get there

FOCUS on exploiting strengths and opportunities and minimizing weakness and threats

financial objectives

marketplace objectives

operational objectives

people objectives

[insert coming year] objectives

building blocks:

•[insert key goals here]

growth and contingency planning

what if?

what if?

our assumptions are incorrect?

our largest client goes out of business?

our competitors actively peruse our accounts?

what if we lose a team member?

contingency

what revenue generating activities can be activated

5 year plan

revenue and profit projection

what additional activities needed to support growth projections?

buy-in

questions: 0-10

do you believe it?

does it excite you?

do you have confidence in the plan?