PIW Planning Seminar Content

The February 17th PIW Seminar on Planning may be the most useful day you’ve ever spent!

This will be an interactive day with lots of discussion. Bring your questions.

Here’s what will be covered:

Why plan? What are the benefits? Consequences of not Planning
Types of Planning: Informal, Tactical, Operational, Scenario, Strategic
How do you begin? The advantages of Budgeting & Forecasting Commitment from the top
Why involve others in the Process? Is the answer really in the room?
What is a Process anyway? What does it get us?
The role of a facilitator Advantages & Disadvantages Who should it be?
Should I hire a consultant? Advantages & Disadvantages
The importance of “Fierce Conversations” What are “Fierce Conservations?”
The value of questioning, opinions, & disagreement
Mission, Values, & Vision Definition of each What makes these so critical?
The invaluable 4 Quadrant discussion of customers & products
The 3 Value Disciplines of Market Leaders: Customer Intimate, Operational Excellence, & Product Leadership
Core Competencies How to discover them How to take advantage
Complete Outlines of each Strategic Planning Meeting What should be accomplished in each? How?
Can Planning time be shortened? How?
How to experience awesome meetings with complete buy-in What, and what not, to do
The importance of Focus & Niche How do we get focused? What are the advantages of Niche?
How is Competitive Advantage attained?
The Why & How of Internal Scanning Finding your sweet spot & building on it
Facing your weaknesses Moving away from them Shoring them up w/o spending excessive time and money
Questionnaires/Interviews/Tools to gathering information
External Scanning Looking at the marketplace, customers, controllable & uncontrollable factors
The P.E.S.T. Analysis Porters Five forces S.W.O.T. Analysis
Questionnaires/Interviews/Tools to gather information
Setting goals Goals should be S.M.A.R.T.E.R.
Developing Competitive Strategy Strategic Focus & Formulation to achieve goals
Action Planning Developing Objectives with Time Lines to support Achievement of Goals
Assigning “Champions” with ownership of responsibility What makes a “Champion?”
Importance of continued Commitment from Owner
HOW TO WRITE THE PLAN Developing your “authors” from within
Creating a viable Format The importance of an Executive Summary
Eliminating rhetoric & redundancy CREATING A PLAN YOU WILL USE
The priceless discussion/scribing, of time, people, core competencies, equipment, material, & technology
Implementation: Why does it fail all too often? Avoiding those pitfalls
Using your Champions to create a subculture of success
Details, Details, Details - making them fun, using the appropriate personality styles
Completion/Approval of Plan Celebratory Lunch
Communicating Plan to Employees Obtaining Company-wide buy-in as you do
Quarterly Evaluations Measuring, Monitoring, Deviations, Changes? Peer Circles to get it done

Whew, what a day? If you leave without some great insights, handouts (I have more than 30 of them ), & ideas, I’ll be amazed!