Planning Solutions
“Getting Things Done”
Client Success
Company Type:
Hi-Tech; Approximately 50 employees.
Challenge:
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:
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.