Description
Organizational planning is the process of defining and company’s reason for existing, setting goals aimed at realizing full potential, and creating measurable tasks to meet those goals. I can walk you through the process from strategic, tactical, operational and contingency planning. Understanding how short-range objectives designed to meet long-range plans is vital. Having a contingency plan as a back-up in case a pivot needs to occur helps to prevent failure. With this process, success planning for key roles can also be included because the entire team will understand the role of key leadership positions. Build trust and alignment within the organization using this process.
SCOPE:
- Meet with owner or executives of the organization to understand company’s goals
- Assess current strategy and operational plan
- Recommend changes based on gaps
- Assist with writing measurable goals
DELIVERABLES/OUTPUTS:
- Goals placed in SMART format (Specific, Measurable, Achievable, Relevant and Time-Bound)
- Set up goals in a spreadsheet format with responsible parties OR set up documentation system in Journey at a nominal fee
- Conduct 1 weekly operational meetings weekly for one month, two weekly operational meetings for one month and move to one meeting per month for 10 months to ensure success
TIMING:
- Scope with SMART goals will be provided in four weeks
- If choosing ongoing engagement, 12 months
ASSUMPTIONS:
- Provide four rounds of revisions if required based on client feedback
- Client feedback is imperative and expected to create a vibrant operational plan
- Client documentation of goal implementation is required
- Client will reassess effectiveness of plan regularly with consultant as outlined in timing
- Client is responsible for following tactical plan as agreed upon between client and consultant
- Client will provide relevant source materials and data
- Project based pricing is available
- Additional items outside of this scope of service is an additional engagement
