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)


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


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


Seed = Purpose; Potential


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


Roots = Values; Legacy


Trunk = Spirit/Life Force Energy/ Vision & Mission



Roots = Values; Legacy


Fruit = Success; Goals Attained

Branches = Goals; Areas of Focus;

Trunk = Spirit; Vision & Mission



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


Get Clear

Get Organized

Get Going

Get Results


The

12-S

tep

Proc

ess

(p.7

)

Get Clear


Circle of Success (p.9 & 10)


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


Core Purpose (p.11)

The organization’s fundamental reasons for existence beyond just making money.

-- Jim Collins & Jerry Porras, Built to Last


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?


Core Values (p.12)

“The organization’s essential & enduring tenets – a small set of guiding principles.”

-- James Collins & Jerry Porras, Built to Last


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


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.”


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


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


Get Organized


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?


Visi

on

Goa

ls

Plan

Tas k

s

Now

Purpose / Mission / Values


(p.17)

Gap Analysis (p.18)


Making Sense of Goals, Objectives, Strategies & Tactics (p.19)


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?


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?”


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.”


Strategies (p.19)

“What needs to be done in order to accomplish the Objectives?” These milestones become your “Strategies.”


Setting Goals the SMART WAY (p.20) Specific Measurable Attainable Resonate Time-bound

Written Accountability Yearning


Setting Clear Priorities (p.21)

“A” Priority = Imperative “B” Priority = Moderate

“C” Priority = Low


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: ___________


Get Going


Tactics & Action Plans (p.23 & 24)

What specific action steps need to be taken to accomplish the strategies and what resources are required?TasksResponsibilitiesScheduleBudget


Action Plan Worksheet (Option 1; p.23)


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)


Keep the Energy Flowing


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


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.”


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)


• 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?


Declaration of Understanding (p.27)

Deliver 24k Gold ServiceTM (p. 28)

Golden Rule Ownership Love serving all Diamond Rule


O.W.N.E.R.S.H.I.P. Principles (p.29) Optimism We Attitude iNnovative Elevate Responsibility Solution-Focused Helpful Integrity Productivity


Get Results


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



(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


Energize Your Business Resources

Step-by-Step Facilitator’s Guide(Pg. 125 – 186)

Free Strategic Planning Guidebook companion to Energize Your Business


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


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

score strategic planning workshop-slides 2017-01-11r2

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