How to align business (or organisational) vision, goals, strategy and performance – to grow you business. A complete graphical overview of the process by defining business direction and goals and then putting those plans into action and aligning all your workforce to achievement of those goals.

1. Aligning business (organisational)
vision, goals, strategy and
performance
Growing your business with ease
By Martin Johnson
Clear focus
Executive, business and management coach / trainer
80/20 Challenge Ltd
Profit
growth
Strategic
High Performance
t: 01737 352000 e: 8020@8020challenge.com
Team
thinking
Copyright 80/20 Challenge Ltd 1/10/13 www.8020challenge.com 01737 352000
8020@8020challenge.com
Proactive
Empowered

2. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
A process to clearly define where
you are going, what you need to
do, who needs to do it, when by,
how you can do it, and how you
help your people to do it
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
8020@8020challenge.com

3. Why this is important and what it helps avoid:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Lack of growth
Reduced profits / financial stagnation
Confusion about where the business is going
Blame culture
Missed opportunities
Under performance
Conflict in the workplace
Poor staff retention
Frustration of reaching a plateau and not knowing
how to get out of it
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
8020@8020challenge.com

4. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
BUSINESS / ORGANISATION STRATEGY PROCESS
Define Company
Vision and Values
3 Year Plan goals, strategy &
resource needs
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
I Year Plan
The crucial 3-4
key objectives
8020@8020challenge.com
‘Cascading levels’
Action Plans to
achieve the 1 Year
Plan – by
departments,
teams, individuals

5. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
BUSINESS / ORGANISATION STRATEGY PROCESS
Define Company
Vision and Values
3 Year Plan goals, strategy &
resource needs
I Year Plan
The crucial 3-4
key objectives
‘Cascading levels’
Action Plans to
achieve the 1 Year
Plan – by
departments,
teams, individuals
Performance
management
Leadership &
Management
Development
PEOPLE STRATEGY PROCESS
Clearly defined
Job Roles &
Descriptions
People Selection.
Recruit / or
promote carefully
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
8020@8020challenge.com

6. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
BUSINESS / ORGANISATION STRATEGY PROCESS
Define Company
Vision and Values
I Year Plan
The crucial 3-4
key objectives
Performance
management
3 Year Plan goals, strategy &
resource needs
‘Cascading levels’
Action Plans to
achieve the 1 Year
Plan – by
departments,
teams, individuals
Leadership &
Management
Development
PEOPLE STRATEGY PROCESS
Clearly defined
Job Roles &
Descriptions
People Selection.
Recruit / or
promote carefully
PERFORMANCE MANAGEMENT PROCESS
Yearly Appraisal.
Review previous
period and agree
goals for next 6
months / year
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
Half Yearly
Appraisal
Review progress
and fine tune
goals.
8020@8020challenge.com
Yearly Appraisal

7. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
BUSINESS / ORGANISATION STRATEGY PROCESS
I Year Plan
The crucial 3-4
key objectives
3 Year Plan goals, strategy &
resource needs
Define Company
Vision and Values
THE VISION
CORE PURPOSE
What the organisation does.
4 CORNERSTONES
BIG HAIRY AUDACIOUS GOAL
What the organisation will achieve
and by when. A guiding light that is
compelling and challenging.
GUIDING PRINCIPLES
CORE
VALUE
1
CORE
VALUE
2
CORE
VALUE
3
CORE
VALUE
4
3 YEAR RADAR PLOT / BUSINESS GROWTH PLAN
Key performance indicators and measures (KPIs)
KPI 7
Year 3
KPI 6
KPI 1
Year 2
Year
1
Current
Year
KPI 5
KPI 2
KPI 4
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
KPI 3
8020@8020challenge.com
‘Cascading levels’
Action Plans to
achieve the 1 Year
Plan – by
departments,
teams, individuals

8. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
PEOPLE STRATEGY PROCESS
Clearly defined
Job Roles &
Descriptions
Use the RACI
process to define
process and „who
needs to do what‟.
People Selection.
Recruit / or
promote carefully
Belbin Team Roles,
skill assessments
and psychometrics
may help.
Performance
management
“Recruit for attitude
and competence –
train for skills. “
Attitudes are the
hardest thing to
change. Skills can
be developed.
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
Staff & Team
training workshops
and coaching
8020@8020challenge.com
Leadership &
Management
Development
Leadership &
management
training and
coaching

9. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
PERFORMANCE MANAGEMENT PROCESS
Set staff annual
goals aligned to
achievement of
the business
objectives for the
year.
Regular short one-to-ones with
staff eg monthly or 6-weekly.
Rule of appraisals: „no
surprises‟.
Eg “Tell me about your achievements
over the last month and how this fits in
with the business goals….
Tell me about your priorities for the next
month and how this fits in with your yearly
objectives….
Are there any obstacles and if so, what do
you plan to do to address these?...”
Use appraisal process
(see the 80/20 Challenge appraisal
form for reference)
Yearly Appraisal.
Review previous
period and agree
goals for next 6
months / year
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
Half Yearly
Appraisal
Review progress
and fine tune
goals.
8020@8020challenge.com
1 minute praising
1 minute reprimands
Catch people doing things well
and praise them in the moment.
Address non-performance
quickly, using a „non-personal‟
feedback process.
Don‟t wait for appraisals to
praise or reprimand!
Note: Salary reviews are a
separate process and not
part of the appraisal,
…albeit performance measurement
may impact on remuneration.
Yearly Appraisal

10. ALIGNING VISION, GOALS, STRATEGY AND PERFORMANCE
This presentation was just an overview – to find
out more click to the next slide and visit our
website or call Martin now on 01737 352000…..
Copyright 80/20 Challenge Ltd 2/7/13 www.8020challenge.com 01737 352000
8020@8020challenge.com

11. Visit our website and receive:
1. Free Staff Appraisal Form
2. Free half hour consultancy on business
strategy, performance or growth issue
Or call me now: Martin Johnson 01737 352000
Growing your business with ease
Clear focus
Strategic
Martin Johnson
Executive, business and management coach / trainer
80/20 Challenge Ltd
01737 352000 8020@8020challenge.com
www.8020challenge.com
Copyright 80/20 Challenge Ltd 1/10/13 www.8020challenge.com 01737 352000
Profit
growth
High Performance
Team
thinking
8020@8020challenge.com
Proactive
Empowered