Strategic Goal Setting 1 of 27 An Overview

Strategic Goal Setting 1 of 27 An Overview Innovation made easy.

The Big Picture Step 3: Innovate Step 1: Set goals The process of innovation & improvement is anchored in clearly defined goals Step 2: Identify & prioritize innovation opportunities 2 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize 3 of 27 Ideate Design Test Implement or Abandon Innovation made easy.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc. 4 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc. Improve Billing Process 5 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc. Improve Billing Process Upgrade CRM 6 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Ideate Design Test Implement or Abandon Create a new svc. Upgrade CRM 7 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Ideate Design Test Implement or Abandon Create a new svc. v. 1 Upgrade CRM 8 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Ideate Design Test Implement or Abandon Create a new svc. v. 1 Upgrade CRM 9 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Upgrade CRM 10 of 27 Ideate Design Test Implement or Abandon Create a new svc. v. 2 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Upgrade CRM 11 of 27 Ideate Design Test Implement or Abandon Create a new svc. v. 2 Innovation made easy.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Upgrade CRM 12 of 27 Create a new svc. v. 3 Innovation made easy.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Upgrade CRM Create a new svc. v. 3 13 of 27 Innovation made easy.

The Innovation Process Identify & Prioritize Improve Billing Process Ideate Design Test Implement or Abandon Create a new svc. v. 3 Upgrade CRM 14 of 27 Innovation made easy.

Goal Setting Process 1. Background Research 2. Goal Setting Workshop (~4 hours) – Define 10 year goals (top 5) – Define 5 year goals (top 5) – Define 1 year goals (top 2) 15 of 27 Innovation made easy.

Background Research Self. Actualization Issues Security Issues Survival Issues 16 of 27 Innovation made easy.

Background Research • Survival Issues – – Cash Flow Single Points of Failure Legal Threats Financial Exposure • Security Issues – – – – 17 of 27 Safety Balance Sheet Competition Supplier Dependencies Customer Dependencies Market Disruption Exit Strategy Innovation made easy.

Background Research • Self-Actualization Issues – Market Valuation – Growth – Brand Recognition – Employee Engagement – Customer Satisfaction / Loyalty – Community Engagement – Industry / Market Leadership – Thought Leadership 18 of 27 Innovation made easy.

Goal Setting Workshop Agenda • 8: 00 – Review objectives & agenda (15 mins) • 8: 15 – Goal definition training (35 mins) • 8: 50 – Define 10 -year goals (95 mins) § § § 8: 50 – Create & present proposed 10 -year goals 9: 35 – Sticker vote to select top five goals 9: 45 – Top five 10 -year goals are defined • 9: 50 – Break (10 mins) • 10: 00 – Define 5 -year goals (60 mins) § § Workshop Objectives 10: 00 – Special instructions for setting 5 -year goals 10: 05 – Create & present proposed 5 -year goals 10: 45 – Sticker vote to select top five goals 10: 55 – Top five 5 -year goals are defined • 11: 00 – Define 1 -year goals (60 mins) § § 19 of 27 11: 00 – Special instructions for setting 1 -year goals 11: 05 – Create & present proposed 1 -year goal 10: 45 – Sticker vote to select top two goals 10: 55 – Top one or two goals are defined Innovation made easy.

Q&A 20 of 27 Innovation made easy.