PLANNING ELEMENTS

Whether managing an enterprise, a business unit, or a department, plans are needed to guide an organization and to create alignment.  Each level of a plan feeds into the next, leading to actionable plans with measurable goals that help drive desired results.

Team Members
STRATEGIC PLANS

Multi-year plans developed to help guide an organization’s direction and operational plans.  These plans typically include development or validation of the organization’s vision and mission, long-term business objectives, clear definition of the space and differentiators of the organization, and other long-term attributes.

Office Meeting
OPERATIONAL PLANS

May be organization-wide or departmental, generally laid out by quarter in detail for the year and sometimes with less detail for the following year.  It lays out the goals, specific action items, budgeting, resources, and other elements needed to deliver upon the goals, which are tied to organization’s strategic plan and objectives.  They also include specific measures against which performance is measured to determine whether the organization is on track to accomplish its goals.

Office Conversation
FINANCIAL MODELS

Identify and refine each element of revenue, expense, and any variables that contribute to the operation.  Variables are typically utilized in a formulaic process to calculate the revenues and cash flows.  The financial model can be reviewed on a regular basis to measure financial performance, indicating areas that require adjustment to achieve goals.

As part of our planning process, we work with your team to understand and document various aspects relating to your organization.  The specific deliverables vary based on which plan is being developed, as shown in the Fixed Price Solutions chart.

Gap Analysis:  The Gap Analysis is the outcome of a process that documents the current state of key elements of the business, as well as the goals for each area, then identifies the gaps that must be resolved in the plan.

Business Roadmap:  The roadmap outlines the activities, dependencies, and associated timeline for resolving the variances identified in the gap analysis, and that are needed in accomplishing the goals in the strategy and/or operational plan.

Staff Assessment:  This assessment provides a collaborative, unbiased process to identify areas of strength and need in the staffing of an organization.  The outcome is a set of recommendations to address any staffing needs, quality issues, or gaps that may exist in achieving the organization’s goals.

SWOT Analysis:  The SWOT analysis evaluates all areas of the organization, including both internal and external aspects, as they relate to the organization’s strategic and operational goals.  The outcome of this document is a clear definition of internal strengths to leverage, internal weaknesses to overcome, external threats to address, and external opportunities that may contribute to the organization’s goals.

“Plan at a Glance” Summary:  The summary presents the various elements of the planning process on a single page.  It is a large-format view of the vision, mission, goals, initiatives, owners, and other outcomes of the planning process, on a quarterly basis.  This document is used to easily identify, measure and evaluate the organization’s performance throughout the year to determine whether adjustments are needed in order to achieve the desired goals.