SCORE Strategic Planning Workshop-SLIDES 2017-01-11R2
-
Upload
ray-madaghiele -
Category
Documents
-
view
58 -
download
1
Transcript of SCORE Strategic Planning Workshop-SLIDES 2017-01-11R2
A Strategic Planning Process that Energizes
Your Business
Facilitated by Ray Madaghielefor Greater Phoenix SCORE
January 11, 2017Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Introductions Your Name Your Business (Existing or Start-up) Why are you here? (Your desires &
expectations)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Declaration of Understanding Participants’ desires and expectations Facilitators’ desires and expectations (p.3)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Agenda (p.4) Welcome, introductions & overview Create Declarations of Understanding (DOUs) Overview Get Clear
Circle of Success Assessment Core Purpose Core Values Mission Vision
Get Organized SPOC analysis Focus Your Energy on Your Cone of Influence Goals, Objectives and Strategies
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Agenda (p.4) Get Going
Action Plans Implement: Keep the Energy Flowing
7-Ways to Engage Employees Individual Development Plans Declarations of Understanding Deliver 24k Gold Service OWNERSHIP Principles
Get Results Measure Your Progress Cycle of Teams
Closing Comments Step-by-Step Facilitator’s Guide Additional resources
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Seed = Purpose; Potential
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tree of Organizational Success (p. 5)
Invoking the Law of Cause & Effect
Cause & effect, means & ends, seed & fruit, cannot be severed;For the effect already blooms in the cause, the end pre-exists in the means, the fruit in the seed.
-- Ralph Waldo Emerson
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Seed = Purpose; Potential
Roots = Values; LegacyCopyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tree of Organizational Success (p. 5)
Roots = Values; Legacy
Seed = Purpose; Potential
Trunk = Spirit/Life Force Energy/ Vision & Mission
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tree of Organizational Success (p. 5)
Roots = Values; Legacy
Seed = Purpose; Potential
Fruit = Success; Goals Attained
Branches = Goals; Areas of Focus;
Trunk = Spirit; Vision & Mission
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tree of Organizational Success (p. 5)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tree of Organizational Success (p. 5)
Strategic Alignment Model (p.6)
EMPLOYEES/STAFF
Implementation & Individual Development Plans (IDPs)
DEPARTMENTS
Tactics & Action Plans
LEADERSHIP TEAM
Values, Mission, Vision,Goals, Objectives & Strategies
CEO/PRESIDENT/
BOARD OF DIRECTORS
Purpose
Dire
ctio
n Input
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Get Clear
Get Organized
Get Going
Get Results
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
The
12-S
tep
Proc
ess
(p.7
)
Get Clear
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Circle of Success (p.9 & 10)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Circ
le o
f Suc
cess
(p.1
0)Planning
Staf
fing
Teambuilding
Proc
esse
s
Core PurposeCore Values
Goals
& Ac
tion
Plan
s
Mis
sion
& V
isio
n
Clear Roles
Clear Responsibilities
Right People
Right Fit
AccountabilitiesRight Procedures
Right Systems
Right Measurements
Right Training
Com
mun
icat
ion
Coa
chin
g &
Men
torin
g
Right Thinking112 23 34 4 556 67 78 89 9
N
E
S
W
X
X
X
X
X X X XX
X
X
XX
XXX
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Core Purpose (p.11)
The organization’s fundamental reasons for existence beyond just making money.
-- Jim Collins & Jerry Porras, Built to Last
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Core Purpose (p.11)
•What’s the Core Purpose of your organization? •Why is your organization here? •Why does your organization exist?
Remember when you first got excited about the idea of starting your own business—when you got goose bumps just thinking about it?
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Core Values (p.12)
“The organization’s essential & enduring tenets – a small set of guiding principles.”
-- James Collins & Jerry Porras, Built to Last
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
The Ripple Effect
Your behavior influences others through a ripple effect.A ripple effect works because everyone influences everyone else.Powerful people are powerful influences.
-- Lao Tzu,Tao of Leadership
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Core Values (p.12)
•How do you choose to treat each other?•How do you choose to treat your customers? •What do you choose to stand for?
“Values are your guide for weathering ethical dilemmas. They become the fabric for weaving good sound decisions.”
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Mission (p.13)
"When you discover your mission, you will feel its demand. It will fill you with enthusiasm and a burning desire to get to work on it.”
~ W. Clement Stone
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Mission (p.13) What business are you in or about? It should answer the following questions:
1. How do you choose to have people behave (Values)?
2. Why is your organization here? – Why does it exist? (Purpose)?
3. What does your organization do (important Roles or Services)?
4. What Results do you choose your organization to have?
5. Who does your organization serve?Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Vision (p.14)Your organization’s ideal future state
Strong deeply rooted desire is the starting point of all achievement.
-- Napoleon Hill
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Get Organized
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
SPOC Situational Analysis (p.15 & 16)
What are your organization’s Strengths? What are Possible Improvements that would
help your organization be more successful? What are Opportunities that could be seized? What are Challenges that may need to be
overcome?
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Visi
on
Goa
ls
Plan
Tas k
s
Now
Purpose / Mission / Values
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
(p.17)
Gap Analysis (p.18)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Making Sense of Goals, Objectives, Strategies & Tactics (p.19)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Themes & Focus Areas (p.19)
What are the main Themes and Focus Areas from the vision and SPOC analysis that your organization should set goals to achieve during the next 1 to 3 years?
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Goals (p.19)
Once you have identified the Themes and Focus Areas, ask yourself, “Which Goals should we focus upon in order to improve or make strides in that area?”
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Objectives (p.19)
Then ask, “What are major milestones that need to be achieved in order to accomplish each Goal?” These milestones become your “Objectives.”
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Strategies (p.19)
“What needs to be done in order to accomplish the Objectives?” These milestones become your “Strategies.”
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Setting Goals the SMART WAY (p.20) Specific Measurable Attainable Resonate Time-bound
Written Accountability Yearning
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Setting Clear Priorities (p.21)
“A” Priority = Imperative “B” Priority = Moderate
“C” Priority = Low
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Objectives, Strategies & Tactics (p.22)
Objectives Strategies TacticsObjective A: Strategy 1: Tactic 1: Tactic 2: Tactic 3: Strategy 2: Tactic 1: Tactic 2: Tactic 3: Strategy 3: Tactic 1: Tactic 2: Tactic 3: Objective B: ? Strategy 1: Tactic 1: Tactic 2: Tactic 3:
Goal: ___________
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Get Going
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Tactics & Action Plans (p.23 & 24)
What specific action steps need to be taken to accomplish the strategies and what resources are required?TasksResponsibilitiesScheduleBudget
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Action Plan Worksheet (Option 1; p.23)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Action Plan Worksheet (Option 2; p.24)Goal / Objective:
Strategy:
Performance Measurement:
Resource
InvestmentResponsibility/
Other Resources
Tactics/Action Steps Priority(A,B,C)
DueDate
EndDate
Time(hrs)
Money($)
Required(Person/Source)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Keep the Energy Flowing
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
7 Energizing Waysto Engage Employees (p.25)
1. Gain their initial enthusiastic support and buy-in2. Involve ALL employees in the process, from the
CEO to the frontline3. Create Declarations of Understanding (DOUs)4. Keep the plan alive by establishing a team of
“Eagles”5. Practice transparency6. Provide consistent and frequent communication7. Celebrate successes often
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Individual Development Plans (p.26)
• Professional goals (tied to your organization’s strategic plan)
• Personal Development Goals• Coaching and Mentoring Opportunities
“Give everyone a vested interest in the success of your organization.”
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Our “Common Ground”: How we choose to treat each other…What we can count on each other for…
____________ desires and expectations of _______________ performance…
Declaration of Understanding (p.27)
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
• How we choose to treat each other… What we can count on each other for…
• What are your desires and expectations of your team’s performance?
• What is your team’s desires and expectations of your performance?
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Declaration of Understanding (p.27)
Deliver 24k Gold ServiceTM (p. 28)
Golden Rule Ownership Love serving all Diamond Rule
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
O.W.N.E.R.S.H.I.P. Principles (p.29) Optimism We Attitude iNnovative Elevate Responsibility Solution-Focused Helpful Integrity Productivity
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Get Results
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Measure Your Progress (p.30)
Gross sales Profitability Employee retention Employee turnover Defects/returns Production time Production rate On-time delivery Inventory turnover Sales growth
Market share Cash reserve R&D expenditures Marketing ROI Overhead rate Number of users Number of members Customer satisfaction Employee satisfaction Other
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
(p.31)
SCORE Workshop Special! (p.33)
20% Discount on Ray’s Print Book
Go to www.EnergizeYourBusiness.biz and enter the Discount Code YENN9R4C at checkout
10% OF THE BOOK’S PROFITS ARE DONATED TO THE SCORE FOUNDATION
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Energize Your Business Resources
Step-by-Step Facilitator’s Guide(Pg. 125 – 186)
Free Strategic Planning Guidebook companion to Energize Your Business
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
Business Energizers Services (p.34)
Strategic planning facilitation Strategic planning facilitation train-the-trainer Leadership retreats and training Leadership success coaching Free 20-minute consultation
Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152
A Strategic Planning Process that Energizes
Your Business
Facilitated by Ray Madaghielefor Greater Phoenix SCORE
January 11, 2017Copyright © 2016-17, Business Energizers, a division of Transformational Learning Center ● www.BusinessEnergizers.net ● 480-495-7152