Category Archives: Planning Skills

Is Your Market Changing?

“Good work, so far,” I said. “If things work out this way.”

“Well, it’s a plan,” Miguel replied.

“What if things don’t work out this way?”

Miguel closed his eyes, trying to visualize something he had not considered. When he opened his eyes, I could tell he had drawn a blank.

“You expect things to occur, your customers to want a certain product line and your volume of orders to reach a specific threshold. What will you do if these things don’t happen?” I continued.

Miguel shifted in his chair. “I know. I was thinking, as I put this plan together, am I working to finish the plan just to get it done? Or am I really thinking through different scenarios. This year already seems a bit weird. Sales have been sluggish even though we have really been working our bids.”

“So, what do you think?” I asked.

“I think I need to spend some more time playing the what-if game.”

Customer Focus Gap

Joel posted this question in response to yesterday’s post.

Question:

I am assembling a “Mission statement/mission focus” plan, and I have a question: I think my team simply needs a more positive and customer driven focus. Misbehavior is not the main problem (as far as I can see), but if I can tune up any issues at the same time it would be fine. What changes would you make to the above plan?

Response:

Widen the question. How can we, as Managers, create a discussion about any topic to stimulate thinking, and a positive response in behavior?

Using this skill is one of the most important activities of the Manager. I use this process in the classroom and in most meetings I run.

It’s a simple Gap Analysis, containing three parts.

  • What is the major benefit if we solve [this problem], make progress in [this area]?
  • What is stopping us from solving [this problem] or making progress in [this area]?
  • What can we, as a team, do get [this problem] solved?

Here is what it sounds like related to customer service issues.

  • What are the major benefits if we are able to create a culture that focuses on the customer?
  • What are the conditions, what are the elements that stop us from focusing on the customer?
  • In what way can we, as a team, make changes to create a culture that focuses on the customer?

Get your team together. I usually allow seven minutes for each question, with seven minutes as a wrap-up. This is a powerful thirty minute meeting. -TF

Starting the Plan

Our next Leadership program kicks off Wednesday, January 9, in Fort Lauderdale. For registration, simply reply to this email or visit www.workingleadership.com.
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Lauren, sitting at her table, moved all her papers, notebooks and other junk to the side. From a folder, she drew a single sheet of blank paper, selected her favorite pen. “Where do I start?” she asked.

“What is today?” I replied.

“January 4?”

“No, in your imagination, it is December 31, 2008. Close your eyes and think. Think about your different customer segments, your product lines and product mix, your services and service mix. What position do you hold in the market? What is your market share? Who are your key personnel? What are your core competencies? What breakthroughs have you achieved during this past year? What processes have changed? What does your physical plant, your facilities look like? Economically, what were your revenues? What were your gross margins and net to the bottom? Remember, it is December 31, 2008.”

Lauren was furiously writing the questions. “This is going to take some time,” she finally spoke.

“Yes, and it’s likely to take more than your brilliant brain to create this vision. Why don’t you gather your best and brightest minds together to help you?” -TF
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If you would like to download our 2008 Planning Template, it’s free on our website, www.managementblog.org.

Effectiveness

“I know planning is important, but I have so much to do today,” Lauren explained, hoping I would let her off the hook.

I nodded my head. “I know you have a lot to do, today. How much of what you do today will be effective?” I asked.

“What do you mean? I have phone calls to return, emails to answer, meetings to go to. I have a couple of employees I have to speak to about things they were supposed to take care. I have a couple of projects that are behind schedule. A lot of things piled up over the holidays.”

“How much of what you do today will be effective?” I repeated.

“Well.” Lauren stopped. “I know some things are more important than other things.”

“And, how do you make that decision? How do you know what you do is effective? How do you know what you do is important?” Lauren’s posture shifted. She backed off the table between us. She was listening. “I will venture that 80 percent of what you do today will be wasted time and only 20 percent of what you do will be effective. How will you know you are working on the 20 percent?” -TF

Imagination

Welcome back to work. The holidays are behind and a new year begins whether we are prepared or not.

Our next Leadership class in Fort Lauderdale kicks off January 9. We still have a small number of openings for the class. If you have a manager that you would like to place in the program, please reply to this email or visit www.workingleadership.com to register.
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“What’s going to be different about this year?” I asked. “What’s changed? What has happened in the past 12 months that will have an impact on the next 12 months?”

Lauren looked pensive. “It’s been a tough year,” she replied. “Much of our business was connected to the housing industry and that’s been in the tank. We launched some new projects in response, but it wasn’t fast enough. We lost a few good people.”

“What do you plan to do?”

“I have some ideas, but I don’t know if they are going to fly. We have to be very careful with our expenses and make sure we don’t squander away what opportunities we have.”

“How are you going to make sure that happens?” I continued to push.

“I know, you are going to ask me about our planning for this year. I don’t know, it’s just difficult to imagine what this year will bring.” Lauren stopped. She was waiting for me to agree with her, but I stood my ground and let the silence do the heavy lifting.

Finally she picked it up. “Okay, so it’s difficult to imagine the next 12 months, but, it is still important.”

“It is important. Not the plan itself. The important part is the process of imagining what your future will be like.” -TF
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Our planning template is available on our website as a free download. Here’s the link. www.managementblog.org.

Race Day

From the Ask Tom mailbag:

Question:

A couple of weeks ago, in Execute Like a Dictator, you make a quick reference, (BTW, you cannot be the dictator). What did you mean by that?

Response:

In his book Driving Force, Peter Schutz, the former CEO of Porshe uses an analogy to contrast the difference between planning (democracy) and implementation (dictatorship).

Implementation as dictatorship is captured by his story of Raceday. In the pits, there is no discussion of 401-k plans, or office holidays or the quality of food in the company cafeteria. On Raceday, there is only pure focus on replacing the worn tires, refueling the tank and getting that car back out on the track. As the CEO of Porshe, Peter had the pleasure (and the pit pass) to be close to the action.

On one occasion, there was a bit of confusion and the pit leader screamed at him, “Hey, you, go get (something that Peter described as heavy and dirty).” There was no discussion, this was a dictatorship. Peter scurried away and fetched the dirty, heavy object back to the side of the race car.

This system of implementation on Raceday (as a dictatorship) is required. It is the only way to be competitive. There can be no time for discussion, generating alternatives, being sensitive to feelings. It is Raceday and to win the race, their execution had to be flawless.

But notice that the CEO was NOT the dictator. Yes, there was someone barking direct orders, but it was the crew leader who was the dictator. During the planning stages, in preparation for Raceday, the crew duly selected someone to be their leader for the day. In their planning, they agreed that person would coordinate their efforts and they would, without question, comply with their full efforts.

So, as the manager in your organization, you may find implementation, to be competitive, must be like a dictatorship. You may also find yourself fetching something heavy and dirty. -TF

What Could Be More Important?

“Why is it important for a Manager to think one year into the future?” I asked.

Melanie had finally opened her mind to discovery. “If I had been thinking out a year, I could have had conversations with my supervisors a long time before they quit. I would have known what changes to make to keep them challenged. I didn’t think they would be interested in learning new things and stepping into more difficult projects.”

“So, if I asked you, as a Manager, to take a single piece of paper and chart out your team members, think about their capabilities and interests, and develop a one year plan for each one, could you do it?”

“Well, yes, but I would probably have to talk to each person, to make sure I was on target, it’s going to take some time,” Melanie replied.

“So, what do you have to do that is more important?” -TF

Flawless Execution

“And that concludes my report. A well-thought out plan, perfectly executed.” Martin smiled. I knew he was lying. His plan may have been well-thought out, but life is never that perfect.

Carla was next up. She was nervous. Her plan was solid, but her team had hit some rocky patches. “I guess things didn’t go the way we thought,” she reported. “We had to make several adjustments as we went along. Our project required three additional meetings. In the end, we made the deadline and came in under budget, but it was tough. I will try to do better next time.”

Carla got a quiet golf clap from the room for her efforts. I moved up to confront the class.

“Carla thinks her project didn’t go so well. Carla thinks she should have had a better report for class tonight, but here is why her report is so important.

“You read these management magazines out there, about CEOs with well-thought out plans, perfectly executed. Some reporter shows up to write about every target flawlessly achieved. No pimples, no bumps, no bruises. Whenever I hear that, I know I have to get the guy drunk to get the truth.

“But, look at Carla’s report. Her team started out toward their first objective, they got off course.” I drew a line across the page with an abrupt turn. “It took an extra meeting to figure out where they went wrong, to get back on track.

“They met their first target, but immediately things went south again. Another meeting, another adjustment.” My line on the flipchart meandered across the page with another hard turn back to target number two.

“And it happened again, before the project was finished.” The flipchart now showed huge jagged lines criss-crossing the page. “And this is where the real story is. Not the neatly wrapped perfect execution. The real story is out here, where the team cobbled together a solution to an unanticipated event to get back on track. And over here where the client threw them a curve ball.

“And that’s why Carla’s story is so important. And that is where the real learning is.” -TF

Don’t Remain Vulnerable

“So what do we do?” asked Andrew. “The deal is lost.”

“What was your termination period?” I asked.

“Thirty days,” Andrew replied.

“So, what do you think is the termination period for the next guy?” Andrew, in his mind, was becoming unstuck. He had been focusing on the contract that he had just lost. “And you have told me about this other company. How long will it be before they fail to deliver?”

“Not long. And sometimes poor service can be an annoyance, sometimes it can kill people.”

“So, you lost this contract because you did not see the changes that were occurring with your customer. How will you win it back?”

“By seeing the changes that they will experience going forward?” Andrew stated, as a question.

“Even more than that. Understanding will only get you halfway there. Preparedness is the other half. Preparedness for action. If you are not prepared to take action, if you are not prepared to deal with the new reality, you will not be successful. If it’s business as usual, you will remain vulnerable.” I paused for a moment.

“By the way, what has changed with your other customers? The ones you still have.” -TF

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You are invited to a preview of our next Sales program in Fort Lauderdale on January 31. Visit www.workingsales.com for more information.
Our next Leadership program begins in Fort Lauderdale on February 26. Visit www.workingleadership.com for more information.

2007 Business Plan Template

Sylvia was stumped. I knew she was working on her 2007 Business Plan. On her desk was a lonely legal pad of paper. There was not a single thing written.

“How’s it going?” I asked.

I got one of those lizard eye looks.

“Stuck?” I followed up.

“You know we are all working on our Business Plans for next year. I know what I want to say, but I don’t know where to start.”

“Would you like a planning template that can help you organize your thoughts and goals?”

Her head shook affirmative.

If you would like a copy of my 2007 Business Plan template, just follow this link to the website. On the right side, under my picture is a menu choice called Planning Template. From there you can download it. The file is written in Microsoft Word, so you can enter your own narrative. The third page is for goals, both business and personal. This page works not only to describe the goal, but acts as a tracking tool throughout the year.

If you have any questions, just ask. I have been using this planning tool for the past eleven years with companies of all sizes. The template works just as well for departmental planning.