Planning Solutions

Company Type:
Hi-Tech; Approximately 50 employees.
Challenge:

• Goals had been set each year primarily around financial results
• Accountability for meeting these goals fell primarily on sales although sales needed support
• When goals were not met, there was no follow-up, so accountability was a challenge
• As a result, the company stayed at the same level year after year

Process:
PPS introduced the importance of planning as a company hits a particular stage, and the CEO engaged us to help the primary business unit consolidate their goals from a strategic viewpoint and engage all the employees in a comprehensive planning process.
This involved:

• Working with division head to determine the goals and measurement for success
• Providing a structure to capture the goals, individual tasks and due dates
• Working with first-line management and then all employees to introduce the process and cascade the goals into weekly due dates

Results:

• Engaged cross functional teams outside of the immediate business unit to collaborate
• Clarified, aligned and engaged the employees in the process
• Energized employees with a sense of purpose and to meet the goals
• Created organizational commitment to meeting the goals
• Goal attainment

This project was later followed up with competency assessment, performance management and training to further incorporate planning, accountability and cross functional teamwork into the culture.