Walking in Circles “If you can’t describe what you’re doing as a process, you don’t know what you’re doing.” W. Edwards Deming “If you don’t know where you’re going, you might end up somewhere else. Yogi Berra Tactical Operations Strategic Execution WHO does what? WHAT? Big Picture – Overall Objective Tactical WHERE is this going to take place? Employee Goal Awareness Study • • • • 5 Year Study 6778 Employees 530 Companies / Organizations 9 Separate Sectors of the Economy 44 Had no organizational objectives Transportation & Utilities 45 Couldn’t Name a Single Organizational Goal Retail 48 Couldn’t Name a Single Organizational Goal Information 49 Couldn’t Name a Single Organizational Goal Financial Services 59 Couldn’t Name a Single Organizational Goal Manufacturing 60 Couldn’t Name a Single Organizational Goal Health & Education 62 Couldn’t Name a Single Organizational Goal Professional Consultants 63 Couldn’t Name a Single Organizational Goal Hospitality Industry 69 Couldn’t Name a Single Organizational Goal Public Administration (Gov’t) 74 Couldn’t Name a Single Organizational Goal The Bottom Line “When large numbers of American workers show up to work each day knowing neither why they are there nor what they are supposed to do all day, it means American business is operating very inefficiently, and that means poor service and lower profits.” Think Strategically Act Tactically Strategic Execution WHO does what? WHAT? Big Picture – Overall Objective Tactical How will I achieve this objective? Think Strategically Act Tactically See Clearly Daily/Weekly Focused Activity Work Wisely What you want to accomplish Focus Intently Strategic Initiatives Specific Objectives Think Strategically Act Tactically See Clearly Link daily activities to Initiatives & objectives Work Wisely S.M.A R.T Vision Statements Focus Intently On key initiatives S.M.A.R.T. Vision By December 31, 2012 grow XYZ & Associates into a $250,000 a year management consulting firm working with “C” level executives of medium sized companies in the Phoenix metro area. Think Strategically Act Tactically See Clearly Work Wisely Link daily activities to Initiatives & objectives What you want to accomplish Focus Intently On key initiatives & Measurable objectives Strategic Initiatives Strategic Initiative Sales Focus on newly promoted “C” level execs Marketing Increase visibility in Phoenix metro area Measurable Objectives Initiative Objective Focus on newly promoted “C” level execs Speak with 10 “C” level prospects per week Increase visibility in Phoenix metro area Implement direct mail campaign by 6/30/12 Action Plans See Clearly Work Wisely Do those things (Daily) that will accomplish stated objectives S.M.A.R.T. Vision Focus Intently Strategic Initiatives Measurable Objectives Action Plans Execute on specific goals Objective Action Item Speak with 25 “C” level prospects per week 25 Sales Calls every day this week Implement direct mail campaign by 6/1/12 Draft and test direct mail campaign by 5/1/12 Think Strategically Act Tactically See Clearly Work Wisely Do those things daily/weekly that will accomplish stated objectives What you want to accomplish Focus Intently On what matters most “If you can’t describe what you’re doing as a process, you don’t know what you’re doing.” W. Edwards Deming “If you don’t know where you’re going, you might end up somewhere else. Yogi Berra Simple Plans = Powerful Results You want an uncomplicated plan, that’s easy to understand, easy to implement and easy to evaluate. Most individuals and many Organizations don’t have a plan or a process for getting them from where they are now to where they want to be. If…an organization does have a strategic plan, the chances are very high that plan isn’t connected operationally to their workforce. I base this argument on two pieces of research. One studied people who were lost and the other studied the disconnect between an organizational plan and the work the employees were actually doing. I would also like to share with you personal observations on planning from my 12 years experience in Police tactical operations. The first study conducted by Dr. Jan Sauman and a research assistant named Marc Earnst. These gentlemen work for The Institute for Biological Cybernetics in Germany. In this study examined the walking trajectories of people who were lost. As well as a study conducted by Franklin Covey’s Center for Advanced Research.