Transcript The One-Page Game Plan - Level 3 - 1

The 1-Page Game Plan
Complex Template
(Level 3)
©
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?
1. What are the most important things we
need to emphasize right now in order to
meet our goals?
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MEASURES
CRITICAL-TOQUALITY
STRATEGIES
STRATEGIC
INITIATIVES
AND
TACTICS
ON SEPARATE
DASHBOARD PAGE
Business Unit Game Plan
VISION
GOALS
CRITICAL TO
QUALITY
STRATEGIES
STRATEGIC
INITIATIVESA
ND TACTICS
©
The Innovative, Reliable, and Consistent Provider of Services
Deepen
Therapeutic
Expertise
Reputation
Achieve World
Class in Project
Management
Drive OM of12% with Revenue
Growth of 18%
pa.
Develop
Leadership
Throughout
Organization
Expand
Portfolio of
Clients by 20% in
all Segments
• Launch new
therapeutic areas
with global impact
• Back up launches
with real expertise
• Measure reputation
• Measure our
reputation for PM
• Smartest PM tools
• Experienced PM
recruits hungry to
expand tools
• Quality sales
opportunity system
• Six-Sigma Process
re-engineering talent
• New pricing on
value-add services
• Develop and retain
existing top talent
• Recruitment focus:
EU PMs
• Effective appraisals
to stretch individuals
• Double win rates
• Develop Biotech
value-added service
• Leverage existing
client relationships
• Launch Therapeutic
area 2 with
dedicated team (DP)
• Expand Therapeutic
Area 1 into Europe
via point person in
Europe (MM)
• Leverage Medicaid
expertise into
Europe (BL)
• Hire 6 PMs with
specific Therapeutic
Areas 2 & 3
background by Q3
(ML/MG)
• Plan & Launch
Therapeutic Area 3
by Q4 (DP)
• Initiate bi-annual
survey of our PM
performance, quality
of tools, and
reputation staring in
Q2 (CF)
• PM Tools evaluate,
enrich, train and
follow-up (DG)
• 6 world class
recruits from
competitors against
the “PM Career”
competence profile
(CF)
• Re-engineer 3 target
processes using
Lean Sigma (AM)
• World class grants
and pass-throughs
(DH)
• Implement value
added services
pricing plan (SP)
• Contract Mgt to
identify, isolate, and
address low
performing (GW)
• EVA variance
reporting for top 50
projects by Q2 (DS)
•Intensify all staff
communications
processes (GS, All)
•Recruitment focus
upon EU Project
Management – see
Goal 2
•100% compliance to
annual appraisal
process to drive
stretch personal
objectives (GS, All))
•Manage leadership
development via
succession planning
assignments from Q1
(GS)
•Training records on
system by Q1 (GS)
• Install bid
optimization process
in Q1 (GW)
• Lessons learned
meeting for all major
losses (GW)
• Exec attendance at
every bid defense
(All)
• Expand medical and
regulatory presence
in California Biotech
(SP/BH)
• Scorecard review escalation process
for red projects (SE)
• Leverage Top 20
pull-through client
relationships (DB)
Complex 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, critical-to-quality strategies, and tactics first.
Start by showing your ideas for goals, and critical-to-quality items (see Chapter Four of
Manage Your World on ONE PAGE. Leave the rest of the template blank, then get their
ideas for goals and measures and incorporate through meetings and workshops. 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.
If you cascade the 1-Pager down throughout your organization, make sure that there is
alignment at the goal level.
Create your dashboard of measures to fit your goals on a separate page. Try to get your
measures done before moving on to tactics. This 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, especially if you all have 1-Pagers that tie-in with each other.
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. Include it in your team’s Ground Rules.
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]
VISION
GOALS
CRITICAL TO
QUALITY
STRATEGIES
STRATEGIC
INITIATIVESA
ND TACTICS
©
Type Your Organization's Vision Statement Here: Make it Inspiring!
Achieve World
Class in Project
Management
Third Goal Here:
Remember Your
Dashboard is a
Separate Page
• List things critical
for quality for this
goal
• They cause focus
upon the strategies
• Example next right
• Measure our
reputation for PM
• Smartest PM tools
• Experienced PM
recruits hungry to
expand tools
• You discover these
critical items
through a cause
and effect analysis
• See chapter Four
of the book.
• First tactic for Goal
1 goes here.
• Second tactic for
Goal 1 goes here
• Third here.
• And so on.
• Example next right.
• Key Question: Do
these tactics (or
projects) you list
deliver against
those things above
that are critical to
quality?
• If not, use the Four
Step process in
Chapter 6.
• Initiate bi-annual
survey of our PM
performance,
quality of tools,
and reputation
staring in Q2 (CF).
• PM Tools evaluate,
enrich, train and
follow-up (DG).
• 6 world class
recruits from
competitors in 1
year against the
“PM Career”
competence profile
(CF).
• Try hard to 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.
• Remember that
this is a living
document – these
tactics will change
regularly.
Type Your First
Goal Here –
Example Next
Right
Remember Your
Dashboard is on
a Separate Page
• Less than 3 critical
items is OK!
• In fact it’s better.
• It increases focus
and decrease work.
• Experienced users
of the 1-Pager 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.
• Change the colors
and font to suit
you.
5 Goals is More
Than Enough For
Any Team.
Easy Does It!
• If you haven't tried
the 4-Step Process
in Chapter 4…..
• Remember that
when you show the
1-Pagee to
someone for the
first time, don’t
show it all at once.
• Work slowly down
the page.
• It’s easy to turn
people off with so
much information.