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The 1-Page Game Plan

A simple and effective template to help organizations set and track their goals, measure progress, and prioritize key actions. Easily adaptable and shareable.

jenniferbryan
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The 1-Page Game Plan

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  1. The 1-Page Game Plan Simple Template (Level 1)

  2. THE FIVE KEY QUESTIONS • What are the most important goals for my organization? • What are my and my team’s goals, and are they linked to the bigger organizational picture? • Can we see clearly the progress we are making whenever we need to look? • What internal and external forces have caused directional changes since we last looked? • What are the most important things we need to emphasize right now in order to meet our goals? 1-Paging symbols VISION GOALS MEASURES STRATEGIES TACTICS

  3. The Team With Superior Execution, Customer Penetration, and Profitable Growth VISION Open 10 New Customer Accounts by Year End Expand Production Capacity 35% by Year End Increase Customer Service Rating by 5% each Quarter Build Team Strength and Morale GOALS Monthly: New Customer Count Weekly: Capacity vs. Prior Year Monthly: CSR Survey Results Quarterly: Morale Survey Critical needs MEASURES Build Contacts From Trade Shows and Follow Up Expand and Modernize #2 Production Line Expand Field Service Engineering Team and Training Communication, Recruitment and Development STRATEGIES Rebuild trade show stand (JT, Q1) Install contact database system (TD, Q1) Review and follow up old contact list (BG, Q1) Expand trade show sales team (BG, Q2) Rapid Improve project on existing lines (TS, Q1) Request supplier proposals for ABC and TDS (TS, BD Q1) Cap approval plan to Board (TS, Q2) Installation of Line 2 expansion (FD, Q3) Recruit and train new FSE members (GD, SF, Q1-Q2) 3rd party evaluation of FSE training (GD, Q1) Evaluate quality of Customer Service evaluation process (GG, Q4) Upgrade Town Meetings to monthly (DT, Q1) Initiate weekly informal shift briefings (DT and Supervisors) Fill open headcounts (DT, ASAP) Mgr development planning (DT, Q1) TACTICS EXAMPLE

  4. Basic Template – Coaching Tips • When you are creating your plan with a team and with your partners, make sure that you do not show them a completed game plan immediately. It requires some explanation of goals, measures, strategies and tactics first. See Chapter Two of Manage Your World on ONE PAGE. • Start by showing your ideas for goals, leaving the rest of the template blank, then get their ideas for goals and measures and incorporate. Then let the process of completion continue from there with you completing the plan in real time with their involvement. • Try to get your measures done before moving on to strategies. The analysis pays off enormously in the long run. See Chapter Three. • Remember that this is a living document which you will use at your team meetings. It helps to appoint a team member to be the owner of the latest version and do some of the real-time updating. • You don’t’ have to insert all the tactics. The first few in the sequence is sufficient. More will arise as these few get completed. • Use the 1-Pager to set the agenda for your management meetings. It maintains alignment. • The next slide is the Template, read the suggestions as you complete it. • We want you to use and share this template freely. As you adapt it, we ask you to email your 1-Pager, Dashboard, and other useful items so we can add them to our open library at 1-Paging.com. Please make them appropriately anonymous!. • Email to 1-Paging@LeaderX.com

  5. VISION GOALS MEASURES STRATEGIES TACTICS Type Your Team’s Vision Statement Here: Make it Pithy and Inspiring! Type Your First Accountability Goal Here – Example Next Right Remember: There’s a 1:1 Correspondence in Reading Down the Page Relationship Goal Shading on This One Expand Production Capacity 27.5% by Year End Measure For First Goal Here – Example Next Right Weekly: Capacity vs. Prior Year Don’t Forget Frequency of Measurement If it Helps, Change the Font Size First Strategy Here - Example Next Right Expand and Modernize #2 Production Line Good Strategies Have Actionable Verbs That Pull The Reader In You Can Change The Shading Colors Too First Tactic For Strategy 1 Goes Here. Second Tactic For Strategy 1 Here Third Here And so on Example next right Rapid Improve project on existing lines (TS, Q1) Request supplier proposals for ABC and TDS (TS, BD Q1) Cap approval plan to Board (TS, Q2) Installation of Line 2 expansion (FD, Q3) Add accountability and due dates at the tactic level. If you have too many tactics, beware of losing focus. Imagine you team members reading these – will they understand the words? Change the font size if it helps. Add the name of your team somewhere. Upload it to us for feedback More examples at www.LeaderX.com

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