Transcript The One-Page Game Plan

The 1-Page Game Plan
Medium Template
(Level 2)
©
1-Paging
symbols
THE FIVE KEY QUESTIONS
1. What are the most important goals for my
organization?
VISION
1. What are my and my team’s goals, and
are they linked to the bigger
organizational picture?
GOALS
1. Can we see clearly the progress we are
making whenever we need to look?
1. What internal and external forces have
caused directional changes since we last
looked?
MEASURES
MULTIPLE
STRATEGIES
TACTICS
1. What are the most important things we
need to emphasize right now in order to
meet our goals?
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ON SEPARATE
DASHBOARD PAGE
VISION
Profitable Growth & Quality Execution - Game Plan
8% Volume growth and
6% net Customer
Growth in Core
Business
Increase Revenues of
Non-Core Businesses
by 15% per annum
Install Employee
Retention Processes
to Reduce Voluntary
Turnover by 15%
GOALS
Generate
Increase in Dividends
of 12% per annum
STRATEGIES
Build Board
Commitment
to Dividend
Increases.
Shift Sales
Team to
Customer
Loyalty Focus
Increase New
Product
Pipeline for
Next 2 years
Target Process
Improvements
On Major Cost
Savings
Build Growth
Focused
Leadership
Team
Overhaul
Recruitment.
Appraisal and
Development
• Demonstrate
sustainable
earnings growth
in Core Products
(MA, Q1/Q2)
• Establish a
formula for
forecasting
dividend growth
from base
earnings (RS, Q1)
• Create Bi-Annual
Board Strategic
Retreat (MA, Q1)
• Change Pricing
Policy to Loyalty
Incentives (WS,
Q1)
• Upgrade Bonus
Scheme (FD, Q1)
• Customer
Gain/Loss
Analysis monthly
(TS, Q1)
• Upgrade and
Execute Sales
Manager Training
(WS, Q2)
• Regional Manager
Customer Loyalty
Workshops (FD,
Q1)
• Internal pipeline
of enhancements
enrichment team
(DS, Q1)
• Build strength
into internal New
Product Pipeline.
(DS, Q1)
• Establish external
product deal
partners (GD, Q1)
• Project: The Next
3 Big Product
Ideas (GG,
Q1,2,3,4)
• R&D Leadership
Summit (DS, Q3)
• Introduce ROAE
measurement at
all levels (DT, Q1)
add to manager
budgets and
bonus scheme
(KB, Q4)
• MINUS Project:
focus on
overhead costs
(DT, Q1,Q2)
• PLUS Project:
focus on Sales
Force
Effectiveness (DT,
Q1)
• “Growth
Leadership”
Seminar Series
(WS, Q1,2,3,4)
• Upgrade Manager
Goals/Bonus/
Review Process
(WS, Q1,2)
• Monthly Town
Meetings to
Promote Growth
(DT)
• Fill vacant
manager
positions (WS,
ASAP)
• Improving job
candidate pools
externals (FD, Q1)
• Create worldclass internal
“Recruitment
Events” (FD, Q3)
• Initiate weekly
informal field
briefings (DT)
• Install Quarterly
Appraisal
“Updates” (FD)
• Succession
Planning & Hi-Po
Review (WS, Q3)
TACTICS
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Medium Template – Coaching Tips
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When you are creating your plan with a team and with your partners, make sure that
you do not show them a completed game plan immediately. It requires some
explanation of goals, measures, strategies and tactics first. See Chapters Two and
Three from Manage Your World on ONE PAGE
Start by showing your ideas for goals, leaving the rest of the template blank, then
get their ideas for goals and measures and incorporate. Then let the process of
completion continue from there with you completing the plan in real time. Refer to
the top-down/bottom-up elements of planning in Chapter Five.
You will create your dashboard of measures to fit your goals on a separate page. Try
to get your measures done before moving on to strategies. The analysis pays off
enormously in the long run.
Remember that this is a living document you will use at your team meetings. It helps
to appoint a team member to be owner of the latest version and to do some of the
real-time updating.
Try to insert sufficient tactics to cover at least 3 future planning periods. More will
arise as these few get completed or adapted.
Use the 1-Pager to set the agenda for your management meetings. It maintains
alignment and focus.
The next slide is the Template, read the suggestions as you complete it.
We want you to use and share this template freely. As you adapt it, we ask you to email
your 1-Pager, Dashboard, and other useful items so we can add them to our open library
at 1-Paging.com. Please make them appropriately anonymous!.
Email to [email protected]
Type Your Organization's Vision Statement Here: Make it Pithy
and Inspiring!
VISION
GOALS
STRATEGIES
TACTICS
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Type Your First Goal
Here – Example Next
Right
8% Volume growth and
6% net Customer
Growth in Core
Business
Third Goal Here:
Remember Your
Dashboard is a
Separate Page
Beyond Three Major
Goals, Most People
Start Getting
Confused!
First Strategy
Here Example Next
Right.
Shift Sales
Team to
Customer
Loyalty Focus
Good
Strategies
Have Clear
Action Verbs
Fourth
Strategy is
Here
Change the
Font and
Colors To Suit
• First tactic for
Strategy 1 goes
here.
• Second tactic for
Strategy 1 goes
here
• Third here.
• And so on.
• Example next
right.
• Change Pricing
Policy to Loyalty
Incentives (WS,
Q1)
• Upgrade Bonus
Scheme (FD, Q1)
• Customer
Gain/Loss
Analysis monthly
(TS, Q1)
• Upgrade and
Execute Sales
Manager Training
(WS, Q2)
• Regional Manager
Customer Loyalty
Workshops (FD,
Q1)
• Add
accountabilities
and due dates at
the tactic level.
• If you have too
may tactics,
beware of losing
focus.
• Try to get your
tactics to cover
two or three
planning periods
ahead.
• First tactic for
Strategy 4 goes
here.
• Change the font
size and shading
if it helps.
• Beware of too
much detail – it
shocks the mind!
• Imagine your
team members
reading this – will
it be clear, will
they understand,
etc?
• Experienced
users of the 1Pager say that a
great tactic is the
title of a change
project which can
be led.
• Avoid multiple
leaders of tactics
– it creates
unintended hiding
places for
accountability.
Delete Entire
Columns For
Fewer
Strategies
• Some 1-Pager
users add a box
below that shows
their measures.
Good idea, but no
substitute for
crisp, visuallyattractive, metrics
on a separate
page
• Add your
organization’s
name and logo
somewhere.
• Upload it to us for
feedback