a strategy in a day & the one page strategic plan
DESCRIPTION
Intro to what I do & why I do it, because the execution of an idea is always more important than the brilliance of the thought.TRANSCRIPT
A Strategy in a Day & The One Page Strategic Plan
Because the execu+on of an idea is always more important than the
brilliance of the thought
[email protected] www.linkedin.com/in/jcduarte www.thestrategyguysite.com
What is it? A Strategy in a Day is a facilitated one day workshop that develops and aligns your organizaEon around the right short, medium & long term strategic iniEaEves that will drive the performance & results required for your success. The output of your one day strategic workshop is then translated into a One Page Strategic Plan that guarantees alignment, engagement & commitment to the roadmap require to achieve success. It also serves a highly effecEve communicaEon tool for your enEre organizaEon, literally guaranteeing that everyone on the same page.
What is it? Along with the supporEng agile business methodology, teams that have gone through this process declare coming away with.. • a greater sense of Clarity • Focus • Alignment • MoEvaEon • Agility • and ownership for the ac7vi7es required to achieve success
How does it work? Many organizaEons have very comprehensive and complex strategies, yet oOen leave a gap required for successful opera7onal implementa7on. The one day workshop fills this gap by facilitaEng a strategic dialog based on quanEtaEve acEons that deliver qualitaEve performance & results. We start with the macro core ideology, gradually narrowing our focus toward idenEfying the Top 5 breakthrough prioriEes that will most posiEvely impact your business performance & results. The One Page Strategic Plan process ensures teams more easily relate which acEviEes they have to engage, prioriEze, & successfully execute.
How does it work? During this process.. • Key objecEve indicators are established • Accountability and ownership for results are idenEfied • A short, medium & long-‐term roadmap for success is designed • The enEre organizaEon is engaged
The process at 10,000 feet
Discovery Process
Workshop; Strategic Plan, TOP 5 PrioriEes & Ownership / Accountability
TacEcal / OperaEonal Plan; @ two weeks aOer the Workshop
Learning Applied @ 30 Days
Behavioral Change @ 60 Days
Company Results Impacted @ 90 Days
The Strategy Creation Cycle The Results Creation Cycle
The Agile and Continual Improvement Cycle � Results pulse-check @ “period”-to-date vs. required � Measure velocity, relevance & agility of results
Why it works
Maslow’s Hierarchy of Needs
• The “what’s in it for me” factor
Convergence Theory
• InspiraEon Top / Down • Alignment & ExecuEon
Bo`om / Up
The Right AcEon
The Right People
The Right Timing
The Right Result
Contributor #2 Top 5
Contributor #1 Top 5
Compass & Top 5 PrioriEes Corporate
Business Units
Areas / Workgroups
Areas / Workgroups
Business Units
Areas / Workgroups
The One Page Strategic Plan < Distributed Breakdown >
The One Page Strategic Plan < Distributed Breakdown >
StarEng with a blank page, the following set of illustraEons reflect the 5 strategic & operaEonal levels of the One Page Strategic Plan. • Levels 0 to 2
– Strategic & common to the enEre company or Business Unit
• Level 3 – The Strategic Contributor; the Team or Individual who contributes to your
short-‐term prioriEes
• Level 4 – A contribuEng Area or Workgroup’s OperaEonal Plan
• Level 5 (not represented, but available upon request) – The Area or Workgroup’s TacEcal Plan & ExecuEon Timeline
A blank One Page Strategic Plan
Your Logo
One Page Strategic Plan @Level 0
Your Logo
Core Ideo
logy as C
ompass Core Ideology as Compass
One Page Strategic Plan @Level 1
Your Logo
Worksho
p To
p 5 as North Star W
orkshop Top 5 as North Star
One Page Strategic Plan @Level 2
Your Logo
Top 5 Breakthrou
gh Prio
riEes Top 5 Breakthrough PrioriEes
One Page Strategic Plan @Level 3
Your Logo
Contrib
uEng Top
5 ContribuEng Top 5
One Page Strategic Plan @Level 4
Your Logo
OperaEonal
ContribuEng Top 5
One Page Strategic Plan Ho
w it all comes to
gether How
it all comes together
Your Logo
How it aligns with other tools? More important than the One Page Strategic Plan, as a tool itself, is the successfully proven strategic & opera7onal execu7on processes, frameworks and methodologies behind it. Where as Balanced Scorecards are tools for accompanying objecEves & key results, it’s the output of the one-‐day strategy session that gives you the focus, alignment & moEvaEon around the key acEviEes that deliver success. Whatever system you currently use for performance measurement & management, the flexibility in the design of the One Page Strategic Plan process guarantees ease of adaptability to enhance exisEng systems.
How do you benefit? • ONE TEAM; commi`ed, engaged, agile, moEvated & focused on the right
acEviEes by the right people at the right Eme that will provide the right results that will most impact your business.
• A Compass; a single page that will be used to filter the key decision criteria your organizaEon faces when making the right choices that will bring you the right results most needed under the current circumstances.
• A North Star; the right combinaEon of short, middle & long-‐term prioriEes that deliver the results your organizaEon requires to achieve success.
• A Roadmap; in the form of a strategic plan that drives your most relevant strategic thinking operaEonal planning and tacEcal acEviEes, made up of smarter objecEves, key results, accountability and highly relevant next steps to address an ever changing business environment surrounding you.
• Everyone on the Same Page; in how their individual and group efforts and acEviEes contribute to the organizaEons success.
Your experience facilitator (The Strategy Guy)
• I’m driven by my purpose to influence (move to acEon) and enrich the lives I touch, helping people and organizaEons grow 5x faster to realize their full potenEal
• 28 years of proven results across 5 conEnents & three languages – 16 years as COO (Chief OperaEons Officer), CTO (Chief Technology Officer) &
Customer Services Director @ Fortune 500
– 12 years as Interim ExecuEve Manager & Business Coach @ Private PracEce
– Since 2005 I’ve pracEced the Strategy in a Day & One Page Strategic Plan across 5 conEnents and at every stage organizaEon; from non-‐profits to entrepreneurial start-‐ups, to mid-‐sized fast growth companies, to Fortune 500 corporaEons
• Email @ [email protected] • Blog @ www.thestrategyguysite.com • LinkedIn Profile @ www.linkedin.com/in/jcduarte
A Strategy in a Day & The One Page Strategic Plan
Because the execu+on of an idea is always more important than the
brilliance of the thought
[email protected] www.linkedin.com/in/jcduarte www.thestrategyguysite.com