O'Connells OBM - High Involvement Planning Template

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Information about O'Connells OBM - High Involvement Planning Template

Published on July 18, 2013

Author: oconnellsobm

Source: slideshare.net

Description

These slides are provided as a template for you to pull together a well structured high involvement planning session to run with your team.

high involvement planning [Enter Year] [Insert Firm Logo here]

[Insert prior year] achievements

the big idea values, mission, vision

values [Feel free to insert your own values in the space below]

mission [Insert your mission here] [Feel free to insert your own picture relevant to your mission]

vision [Insert your vision here]

building blocks vision[Enter here the steps you need to get to your vision: 1. 2. 3. 4. 5. 6. …]

[List sub-actions here to assist in reaching that larger goal] 1. 2. 3. 4. [Insert Goal 1 here] Goal:

[List sub-actions here to assist in reaching that larger goal] 1. 2. 3. 4. [Insert Goal 2 here] Goal:

[List sub-actions here to assist in reaching that larger goal] 1. 2. 3. 4. [Insert Goal 3 here] Goal:

connecting you to it what are you doing?

external opportunities and threats

economic, industry, market intelligence what are the key indicators? what’s the outlook? how will this impact our company?

competitive intelligence who are our competitors? what do we know about them? why do customers buy from them?

customer intelligence who are our most satisfied customers? who are our most profitable customers? who have the greatest growth potential? what are their current and future needs? what are we doing about it?

reflection what have we learned? actions?

internal strengths and weaknesses

competitive advantage what is our competitive advantage? what are we actively doing to leverage it? what do we need to do to make it even stronger? can we measure it?

financial perspective / trends / benchmarks are we profitable? are we generating enough cash? are we getting a fair return on our investment? what about non-financial indicators?

input surveys [Insert the surveys that your organisation uses to gather feedback from your team] for example: HIP stakeholder survey non-chargeable activities survey GGOB appraisal survey Climate/Culture survey

reflection what have we learned? actions?

[Insert coming year] revenue plan

what’s the top line? based on historical performance based on market realities based on our SWOT

[insert year] revenue baseline target vs capacity vs stock $

our strategy for growth

strategies should bridge the gap between NOW and WHERE answers the question – HOW will we get there FOCUS on exploiting strengths and opportunities and minimizing weakness and threats

financial objectives marketplace objectives operational objectives people objectives [insert coming year] objectives building blocks: •[insert key goals here]

growth and contingency planning what if?

what if? our assumptions are incorrect? our largest client goes out of business? our competitors actively peruse our accounts? what if we lose a team member?

contingency what revenue generating activities can be activated

5 year plan revenue and profit projection what additional activities needed to support growth projections?

buy-in

questions: 0-10 do you believe it? does it excite you? do you have confidence in the plan?

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