SCORE Strategic Planning Workshop-SLIDES 2017-01-11R2

A Strategic Planning
Process that Energizes
Your Business
Facilitated by Ray Madaghiele
for Greater Phoenix SCORE
January 11, 2017
Copyright © 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)

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
Tree of
Organizational
Success (p. 5)

Trunk = Spirit/
Life Force Energy/
Vision & Mission
Tree of
Organizational
Success (p. 5)

Fruit = Success;
Goals Attained
Branches = Goals;
Areas of Focus;
Trunk = Spirit;
Vision & Mission
Tree of
Organizational
Success (p. 5)

Tree of
Organizational
Success (p. 5)

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

Get
Clear
Get
Organized
Get
Going
Get
Results
The12-StepProcess(p.7)

Get Clear

Circle of Success (p.9 & 10)

CircleofSuccess(p.10)
Planning
Staffing
Teambuilding
Processes
112 23 34 4 556 67 78 89 9
N
E
S
W
X
X
X
X
X X
X
X
X
X
X
X
X
XX
X

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?

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?

(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 Tactics
Objective 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?
Tasks
Responsibilities
Schedule
Budget

Action Plan Worksheet (Option 1; p.23)

Action Plan Worksheet (Option 2; p.24)
Goal / Objective:
Strategy:
Performance Measurement:
Resource
Investment
Responsibility/
Other
Resources
Tactics/Action Steps Priority
(A,B,C)
Due
Date
End
Date
Time
(hrs)
Money
($)
Required
(Person/Source)

Keep the Energy Flowing

7 Energizing Ways
to Engage Employees (p.25)
1. Gain their initial enthusiastic support and buy-in
2. Involve ALL employees in the process, from the
CEO to the frontline
3. Create Declarations of Understanding (DOUs)
4. Keep the plan alive by establishing a team of
“Eagles”
5. Practice transparency
6. Provide consistent and frequent communication
7. 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

SCORE Strategic Planning Workshop-SLIDES 2017-01-11R2

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