8/4/2019 Question-based Planning With Narration

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Business planning without mission, vision,strategy, tactics or objectives

Sponsor name

November 20, 2008

Derrick Van Mell

Question-based planning

8/4/2019 Question-based Planning With Narration

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Business planning without mission, vision, strategy, tactics, or objectives

Whats the basic point of planning?

I just want my guys headed in the same direction.

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Business planning without mission, vision, strategy, tactics, or objectives

Whats wrong with strategic planning?

1. Planning is hard, no matter what

2. The semantics are confusing

3. Retreats dont let you sleep on it4. Analysis paralysis blocks decisions

8/4/2019 Question-based Planning With Narration

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Business planning without mission, vision, strategy, tactics, or objectives

Whats wrong with strategic planning?

5. Paralysis by objective blocks action

6. Silly planning diagrams cause confusion

7. Leaders who dont believe in planning

8. Experts who try to tell you what to do

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Business planning without mission, vision, strategy, tactics, or objectives

What if we started with just questions?

OPERATIONSMARKETING & SALESSTRUCTURE

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

FINANCEHUMAN RESOURCESI.T.

Week 1: Brainstorm all the big questions

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Business planning without mission, vision, strategy, tactics, or objectives

What are our most important questions?

1 ? 1 ? 1 ?

2 ? 2 ? 2 ?

3 ? 3 ? 3 ?

OPERATIONSMARKETING & SALESSTRUCTURE

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

FINANCEHUMAN RESOURCESI.T.

1 ? 1 ? 1 ?

2 ? 2 ? 2 ?

3 ? 3 ? 3 ?

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Business planning without mission, vision, strategy, tactics, or objectives

How do we boil this down to a page?

Week 2: Ask the departmental questions

1. What are our proudest accomplishments?

2. What are our biggest challenges?

3. What are the top tasks over the next two years?

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

FINANCEHUMAN RESOURCESI.T.

OPERATIONSMARKETING & SALESSTRUCTURE

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Business planning without mission, vision, strategy, tactics, or objectives

How do we boil this down to a page?

Week 3: Ask the keystone questions

1. How do we competereally?

2. What does the future hold?

3. What do we want to be remembered for?

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Business planning without mission, vision, strategy, tactics, or objectives

What are the best goals for the team?

Week 4: Draft common goals and tasks

1. Margins, not sales

2. Efficiency

3. Customer relations

4. Quality

5. Culture

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Business planning without mission, vision, strategy, tactics, or objectives

What does success look like?

Week 5: Establish plan for the year

One page posted everywhere Clear tasks for 12 months Productive progress meetings Measurable results

Intangible

You know when to say no

Youre luckier Theres less tension

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Business planning without mission, vision, strategy, tactics, or objectives

People live to do big things together.

Confident Excited Proud

What does success feel like?

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Business planning without mission, vision, strategy, tactics, or objectives

5 weekly meetings2 hours each1 page plan12 monthly meetings

Spend 2 hours outlining your firms big questions

Question-based planning