- Name the #1 person accountable for each role or key position.
- List Key Measures for each position.
- Take your Profit/Loss and Balance/Sheet and assign line items to the person.
| Role/Key Position
| Name
| Leading Indicators (Key Performance Indicators)
| Lagging Indicator/Outcomes (P/L or B/S Items)
|
| Head of Company |
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| Sales & Marketing |
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| Sales |
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| Marketing |
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| Operations |
|
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| Manufacturing/Service Delivery |
|
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| Research & Development |
|
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| Finance & Accounting |
|
|
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| Treasury |
|
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| Controller |
|
|
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| HR/Learning/People |
|
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| Information Technology |
|
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| Customer Satisfaction/Advocacy |
|
|
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| Heads of Business Units |
|
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People (Relationship Drivers)
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Employees |
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Customers |
|
Shareholders |
| 1. |
|
1. |
|
1. |
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| 2. |
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2. |
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2. |
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| 3. |
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3. |
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3. |
|
Strategy: One-Page Strategic Plan
Process (Productivity Drivers)
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| |
Make/Buy |
|
Sell |
|
Record Keeping |
| 1. |
|
1. |
|
1. |
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| 2. |
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2. |
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2. |
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| 3. |
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3. |
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3. |
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ACTIONS (QTR) (How)
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THEME
(QTR/ANNUAL)
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YOUR ACCOUNTABILITY
(Who/When)
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|
| Qtr. # |
|
| Revenues |
|
| Profit |
|
| Mkt Cap |
|
| Gross Margin |
|
| Cash |
|
| A/R Days |
|
| Inv. Days |
|
| Rev./Emp. |
|
Rocks
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| |
Quarterly Priorities |
Who |
| 1 |
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| 2 |
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| 3 |
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| 4 |
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| 5 |
|
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| Deadline |
|
| Measurable Target/Critical # |
|
Scoreboard Design Describe and/or sketch your design in this space.
|
| |
Your Quarterly Priorities |
Due |
| 1 |
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| 2 |
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| 3 |
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| 4 |
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| 5 |
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- As goes the Executive Team goes the rest of the firm.
- Everyone aligned with #1 thing that needs to be accomplished this quarter to move company forward.
- Communication rhythm is established. Information moves through organization accurately and quickly.
- Every facet of the organization has a person assigned with accountability for ensuring goals are met.
- Ongoing employee feedback and input is systematized to remove obstacles and identify opportunities.
- Reporting and analysis of Customer Feedback data is as frequent and accurate as financial data.
- Core ideologies are "alive" in the organization.
- Clear understanding of the firm's market position drives strategic planning and sales and marketing.
- All employees can report at any time what their productivity is and how it compares against goals.
- A "situation room" is established for the weekly executive team meeting.