A Strategic Planning Process that Energizes Your Business
A Strategic Planning Process that Energizes Your Business Facilitated by Ray Madaghiele for Greater Phoenix SCORE January 11, 2017 Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Introductions Your Name n Your Business (Existing or Start-up) n Why are you here? (Your desires & expectations) n Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Declaration of Understanding Participants’ desires and expectations n Facilitators’ desires and expectations (p. 3) n Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Agenda (p. 4) n n Welcome, introductions & overview Create Declarations of Understanding (DOUs) Overview Get Clear ¨ ¨ ¨ n 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. Business. Energizers. net ● 480 -495 -7152
Agenda (p. 4) n Get Going Action Plans ¨ Implement: Keep the Energy Flowing ¨ n n n 7 -Ways to Engage Employees Individual Development Plans Declarations of Understanding Deliver 24 k Gold Service OWNERSHIP Principles Get Results Measure Your Progress ¨ Cycle of Teams ¨ n Closing Comments Step-by-Step Facilitator’s Guide ¨ Additional resources ¨ Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Tree of Organizational Success (p. 5) Seed = Purpose; Potential Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
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. Business. Energizers. net ● 480 -495 -7152
Tree of Organizational Success (p. 5) Seed = Purpose; Potential Roots = Values; Legacy Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Tree of Organizational Success (p. 5) Trunk = Spirit/ Life Force Energy/ Vision & Mission Seed = Purpose; Potential Roots = Values; Legacy Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Fruit = Success; Goals Attained Branches = Goals; Areas of Focus; Tree of Organizational Success (p. 5) Trunk = Spirit; Vision & Mission Seed = Purpose; Potential Roots = Values; Legacy Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Tree of Organizational Success (p. 5) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Strategic Alignment Model (p. 6) CEO/ PRESIDENT/ BOARD OF DIRECTORS ct re Values, Mission, Vision, Goals, Objectives & Strategies ut Di LEADERSHIP TEAM Inp io n Purpose DEPARTMENTS Tactics & Action Plans EMPLOYEES/STAFF Implementation & Individual Development Plans (IDPs) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
The 12 -Step Process (p. 7) Get Results Get Going Get Clear Get Organized Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Get Clear Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Circle of Success (p. 9 & 10) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
P on cti & A X ring Staffing ing Coach it ink ing & Mento n tio ica gh t. X F h t T un Ri gh Ri X Train X s ibilitie s n X o p r Res 1 2 3 4 5 6 7 8 9 Right X People Right mm Xr ea l C Clea 9 8 7 6 5 4 3 2 1 Xystems ts n S t e h g Ri m re u Xeas M t gh i R s le Ro als dures X lan s ion ies PX roce X Go tab X ili t Co Processes es W Right un se co po ur P Ac n & Vis Valu X X Missio Core X re Co Circle of Success (p. 10) N Planning Teambuilding S Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152 E
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. Business. Energizers. net ● 480 -495 -7152
Core Purpose (p. 11) Remember when you first got excited about the idea of starting your own business—when you got goose bumps just thinking about it? • What’s the Core Purpose of your organization? • Why is your organization here? • Why does your organization exist? Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. 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. Business. Energizers. 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. Business. Energizers. net ● 480 -495 -7152
Core Values (p. 12) “Values are your guide for weathering ethical dilemmas. They become the fabric for weaving good sound decisions. ” • How do you choose to treat each other? • How do you choose to treat your customers? • What do you choose to stand for? Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. 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. Business. Energizers. net ● 480 -495 -7152
Mission (p. 13) n n 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. Business. Energizers. 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. Business. Energizers. net ● 480 -495 -7152
Get Organized Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
SPOC Situational Analysis (p. 15 & 16) n n 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. Business. Energizers. net ● 480 -495 -7152
e / M Plan Goals Vision pos issi o n / V Tasks Pur alue Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152 s Now (p. 17)
Gap Analysis (p. 18) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. 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. Business. Energizers. 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. Business. Energizers. net ● 480 -495 -7152
Goals (p. 19) n 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. Business. Energizers. net ● 480 -495 -7152
Objectives (p. 19) n 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. Business. Energizers. net ● 480 -495 -7152
Strategies (p. 19) n “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. Business. Energizers. net ● 480 -495 -7152
Setting Goals the SMART WAY (p. 20) n n n n Specific Measurable Attainable Resonate Time-bound Written Accountability Yearning Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Setting Clear Priorities (p. 21) n “A” Priority = Imperative n “B” Priority = Moderate n “C” Priority = Low Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Objectives, Strategies & Tactics (p. 22) Goal: ______ Objectives Objective A: Objective B: ? Strategies Strategy 1: Strategy 2: Strategy 3: Strategy 1: Tactics Tactic 1: Tactic 2: Tactic 3: Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Get Going Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Tactics & Action Plans (p. 23 & 24) n What specific action steps need to be taken to accomplish the strategies and what resources are required? ¨ Tasks ¨ Responsibilities ¨ Schedule ¨ Budget Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Action Plan Worksheet (Option 1; p. 23) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Action Plan Worksheet (Option 2; p. 24) Goal / Objective: Strategy: Performance Measurement: Resource Investment Tactics/Action Steps Priority (A, B, C) Due Date End Date Time (hrs) Money ($) Responsibility/ Other Resources Required (Person/Source) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Keep the Energy Flowing Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
7 Energizing Ways to Engage Employees (p. 25) 1. 2. 3. 4. 5. 6. 7. Gain their initial enthusiastic support and buy-in Involve ALL employees in the process, from the CEO to the frontline Create Declarations of Understanding (DOUs) Keep the plan alive by establishing a team of “Eagles” Practice transparency Provide consistent and frequent communication Celebrate successes often Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Individual Development Plans (p. 26) “Give everyone a vested interest in the success of your organization. ” • • • Professional goals (tied to your organization’s strategic plan) Personal Development Goals Coaching and Mentoring Opportunities Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Declaration of Understanding (p. 27) Our “Common Ground”: How we choose to treat each other…What we can count on each other for… ______ desires and expectations of ________ performance… Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Declaration of Understanding (p. 27) • • • 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. Business. Energizers. net ● 480 -495 -7152
Deliver 24 k Gold Service. TM (p. 28) Golden Rule n Ownership n Love serving all n Diamond Rule n Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
O. W. N. E. R. S. H. I. P. Principles (p. 29) n n n n n Optimism We Attitude i. Nnovative Elevate Responsibility Solution-Focused Helpful Integrity Productivity Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Get Results Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Measure Your Progress (p. 30) n n n n n Gross sales Profitability Employee retention Employee turnover Defects/returns Production time Production rate On-time delivery Inventory turnover Sales growth n n n n n 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. Business. Energizers. net ● 480 -495 -7152
(p. 31) Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
SCORE Workshop Special! (p. 33) 20% Discount on Ray’s Print Book Go to www. Energize. Your. Business. biz and enter the Discount Code YENN 9 R 4 C at checkout 10% OF THE BOOK’S PROFITSARE DONATED TO THE SCORE FOUNDATION Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Energize Your Business Resources Step-by-Step Facilitator’s Guide (Pg. 125 – 186) n Free Strategic Planning Guidebook companion to Energize Your Business n Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
Business Energizers Services (p. 34) n n n 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. Business. Energizers. net ● 480 -495 -7152
A Strategic Planning Process that Energizes Your Business Facilitated by Ray Madaghiele for Greater Phoenix SCORE January 11, 2017 Copyright © 2016 -17, Business Energizers, a division of Transformational Learning Center ● www. Business. Energizers. net ● 480 -495 -7152
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