Business planning workshop
Start with the end in mind.
The next chapter starts here.
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Session 01
Direction.
Start with the end in mind.
Session 1 / Direction
Twelve months from now.
- What does success look like?
- How should the business run?
- What should no longer depend on you?
Session 1 / Direction
Where are we today?
- What is working?
- What is getting in the way?
- What do the numbers tell us?
Session 1 / Direction
Are we measuring the same thing?
- Sales, revenue and cash
- Gross profit and margin
- Which figures can we trust?
Session 1 / Direction
What are we aiming for?
- A clear twelve-month outcome
- Monthly and quarterly targets
- A reason to believe we can get there
Session 1 / Take away
Before we go further.
- Agree the direction
- Check the missing numbers
- List the work happening today
Session 02
Choices.
Decide what deserves our focus.
Session 2 / Choices
How will we get there?
- Which customers will we focus on?
- Which offers are worth growing?
- Why will they choose us?
Session 2 / Choices
Growth worth having.
- What brings in revenue?
- What leaves us a worthwhile margin?
- What can we deliver well?
Session 2 / Choices
What is holding us back?
- Not enough demand?
- Not enough sales from that demand?
- Not enough capacity to deliver?
Session 2 / Choices
Follow the customer.
- How do they find us?
- What gets them to say yes?
- Where do we lose them?
Session 2 / Choices
We cannot do everything.
- What will we do more of?
- What will we stop or defer?
- What needs to happen first?
Session 2 / Take away
Put the plan on one page.
- Objective: where we are going
- Goals: the results we need
- Strategies: the choices we make
- Measures: how we track progress
Session 03
Ways of
working.
Make good work repeatable.
Session 3 / Ways of working
What is everyone actually doing?
- List the recurring work
- Find the gaps and duplication
- Connect the work to a result
Session 3 / Ways of working
Who should be doing what?
- Put strengths where they matter
- Make the hand-offs clear
- Give each outcome one owner
Session 3 / Ways of working
Make good work repeatable.
- Write down the steps
- Show what good looks like
- Agree when to ask for help
Session 3 / Ways of working
Can we actually deliver this?
- Time available
- Skills and support needed
- Budget we can afford
Session 3 / Ways of working
Simplify before we automate.
- Remove unnecessary steps
- Standardise the repeatable work
- Keep judgement with the right person
Session 3 / Take away
What happens each week?
- Daily essentials
- Weekly priorities and follow-up
- Monthly performance review
Session 04
Commitments.
Turn the plan into action.
Session 4 / Commitments
Does the plan still make sense?
- What have we agreed?
- What has changed?
- What still needs a decision?
Session 4 / Commitments
The next ninety days.
- Choose three or four priorities
- Define what done looks like
- Make room for the work
Session 4 / Commitments
What will be different?
- By day 30
- By day 60
- By day 90
Session 4 / Commitments
How will we know it is working?
- Results against target
- Early signs of progress
- When we need to change course
Session 4 / Commitments
Review. Learn. Adjust.
- What moved?
- What got stuck?
- What will we change?
Session 4 / Agree before we leave
Who is doing what, by when?
- One owner for each priority
- A first action and due date
- The next review in the calendar
Staff Connect Australia
Thank you.
Bigger things are ahead.