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Nykky McCarley or:
How I Learned to Stop Worrying &
Love Strategy
                                    Project Description:
                             Writing a business plan to
            direct decision-making for my organization



              All Rights Reserved. ©2013
Statement of Originality & Confidentiality
  This is a project description of work created by Nykky McCarley.

  All information is a product to be used to demonstrate my work experience & related
  skills.

  Please do not copy without permission.




NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013             2
About this project
Shortly after I was promoted to Corporate Commissioning & Validation Engineering Manager, at
Abbott Laboratories, I had a short discussion with a Senior Leader - you know the kind, when you
bump into someone in the hallway on your way to the cafeteria?

Senior Leader to me: “Nykky, congrats on your new role. But you have to redefine your group’s
brand within the company.”
Me, after a couple of beats: “You’re right!” But to myself I said, “HOW, on EARTH, do I do that?”


It took some time before I was able to unpack the concept of “Redefining the Brand”. . . . .
One day, my boss came by with the idea of writing a business plan for her organization. She asked me
to provide an outline on writing one, since she knew I had a management degree and had written a
business plan for one of my classes. I provided her the materials and, being on her staff, became
involved in her project. Working with her inspired me to write a business plan for my own staff. It was
within this activity that my “Eureka” moment came; I saw an opportunity to not only redefine my
organization’s brand but to improve our operations and extend our reach as well. It was a huge effort
but very rewarding, both tangibly and intangibly.

What follows is a high-level account of the framework I put in place to write the plan, with selected
examples.
NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                             3
Nykky McCarley, CQE, CQM/OE, LSSGB, QCxP
Current role: Corporate Commissioning & Validation Engineering Services Manager
                        Experience in Engineering, Operations & Quality/Validation
                                           BS Chemical Engineering, Northwestern University - Evanston, IL
                                 Master of Engineering Management, Northwestern University - Evanston, IL
                      Certification, Marketing Strategy for Business Leaders, Cornell University - Ithaca, NY



 About me
      Work History:
          Current: Corporate Commissioning & Validation Engineering Manager
          Plant Engineering & Validation Manager
          Validation Supervisor
                                          Certifications:
          Operations Manager
                                                                Certified Quality Engineer
          Operations Supervisor
                                                                Certified Quality Manager
          Process Engineer
                                                                Commissioning Process
          Validation Engineer                                  Abbott Lean Six Sigma Green Belt
                                                                Wellness Coaching


NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                        All Rights Reserved. ©2013                                4
For Starters:
A Primer on Business Plans



          All Rights Reserved. ©2013
Business Plans Contain the
     Following Components
                                                 Business Discussion

           Executive Summary

           Business Description

           Operations Description

           Management & Staff

NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                       All Rights Reserved. ©2013   6
Business Plans Contain the
     Following Components
                                                 Research for Riches

           Industry Analysis

           Target Customers

           Competition




NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                       All Rights Reserved. ©2013   7
Business Plans Contain the
     Following Components
                                                 Strategy & Tactics

           Strategic Analysis

           Marketing Plan

           Sales Strategies

           Community Involvement
                                                                                 Image: Strategy Crossword/iStockPhoto


NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                      All Rights Reserved. ©2013                                           8
Business Plans Contain the
     Following Components
                                            Growth & Sustainability

           Milestones

           The Financials




                                                                               Image: futurestartup.com


NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                    All Rights Reserved. ©2013                              9
Project Description:
Writing a business plan to direct decision-making for my
organization



                                                       Desired Outcome:
       Higher levels of respect, ability to compete, & demand for
                                                         business


                    Proficiency Demonstrated:
    Ability to analyze current business operations & optimize
                   organizational effectiveness


                          All Rights Reserved. ©2013
Overview -
     Applying Business Plan Theory
            Business Discussion                                   Step 1:       Step 2:
            Step 1                                               Perform       Perform
                                                                  SWOT         Market
            Research for Riches
            Step 2                                               Analysis     Assessment

            Strategy & Tactics                                    Step 3:       Step 4:
            Step 3                                               Develop       Reinvest
                                                                 Business         in
            Growth & Sustainability                              Strategy     Resources
            Step 4
NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                11
Step 1:                           Step 2:                   Step 3:     Step 4:
        Perform                           Perform                   Develop     Reinvest
         SWOT                             Market                    Business       in
        Analysis                         Assessment                 Strategy   Resources




NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                12
Step 1:                           Step 2:                   Step 3:     Step 4:
        Perform                           Perform                   Develop     Reinvest
         SWOT                             Market                    Business       in
        Analysis                         Assessment                 Strategy   Resources

        Performed market
        assessment to develop
        most profitable
        customers

        Identified targets &
        developed appropriate
        brand propositions for
        each
                                                            !
NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                13
Step 1:                           Step 2:                    Step 3:     Step 4:
        Perform                           Perform                    Develop     Reinvest
         SWOT                             Market                     Business       in
        Analysis                         Assessment                  Strategy   Resources

        Designed
        Marketing,
        Customer
        Service, &
        Branding
        Strategies




NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                 14
Step 1:                           Step 2:                    Step 3:                              Step 4:
        Perform                           Perform                    Develop                              Reinvest
         SWOT                             Market                     Business                                in
        Analysis                         Assessment                  Strategy                            Resources

        Reinvested in
                                                                  Avg	
  Cer(fica(ons	
  per	
  Staff	
  Member	
  Over	
  Time
        organization's resources

     •Talent Development - Training &
         Certifications

     •Operational Efficiencies -
         Electronic Validation Library,
         Quote Tool & Customer
         Database
                                                                                                                                !




NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                                                         15
Strategic Leadership
          through Business Planning
        Results                                                   Step 1:       Step 2:
                                                                 Perform       Perform
        • Increased sales ($700M                                  SWOT         Market
             over 2 years)
                                                                 Analysis     Assessment
        • More visibility of group
             within the corporation                               Step 3:       Step 4:
        • Boosted reputation of group                            Develop       Reinvest
             among peers & customers                             Business         in
                                                                 Strategy     Resources
        • Higher employee morale
NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013                16
Wrapping it up:
         Wrote a business plan to direct decision-making for
         my organization

         Obtained higher levels of respect, ability to
         compete, & demand for business

         Demonstrated ability to analyze current business
         operations & optimize organizational effectiveness
                        Thanks so much for viewing my project!
Any questions/comments, leave them in the comments section, follow me on SlideShare or
 connect with me on LinkedIn. I will be sharing a presentation on how to create project
                  descriptions for work experience in my next post.

NMcCarley, Project Description - Business Plan
Contact info: nmccarley@me.com                   All Rights Reserved. ©2013

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Nykky McCarley Project Description: Business Planning

  • 1. Nykky McCarley or: How I Learned to Stop Worrying & Love Strategy Project Description: Writing a business plan to direct decision-making for my organization All Rights Reserved. ©2013
  • 2. Statement of Originality & Confidentiality This is a project description of work created by Nykky McCarley. All information is a product to be used to demonstrate my work experience & related skills. Please do not copy without permission. NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 2
  • 3. About this project Shortly after I was promoted to Corporate Commissioning & Validation Engineering Manager, at Abbott Laboratories, I had a short discussion with a Senior Leader - you know the kind, when you bump into someone in the hallway on your way to the cafeteria? Senior Leader to me: “Nykky, congrats on your new role. But you have to redefine your group’s brand within the company.” Me, after a couple of beats: “You’re right!” But to myself I said, “HOW, on EARTH, do I do that?” It took some time before I was able to unpack the concept of “Redefining the Brand”. . . . . One day, my boss came by with the idea of writing a business plan for her organization. She asked me to provide an outline on writing one, since she knew I had a management degree and had written a business plan for one of my classes. I provided her the materials and, being on her staff, became involved in her project. Working with her inspired me to write a business plan for my own staff. It was within this activity that my “Eureka” moment came; I saw an opportunity to not only redefine my organization’s brand but to improve our operations and extend our reach as well. It was a huge effort but very rewarding, both tangibly and intangibly. What follows is a high-level account of the framework I put in place to write the plan, with selected examples. NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 3
  • 4. Nykky McCarley, CQE, CQM/OE, LSSGB, QCxP Current role: Corporate Commissioning & Validation Engineering Services Manager Experience in Engineering, Operations & Quality/Validation BS Chemical Engineering, Northwestern University - Evanston, IL Master of Engineering Management, Northwestern University - Evanston, IL Certification, Marketing Strategy for Business Leaders, Cornell University - Ithaca, NY About me Work History:   Current: Corporate Commissioning & Validation Engineering Manager   Plant Engineering & Validation Manager   Validation Supervisor Certifications:   Operations Manager   Certified Quality Engineer   Operations Supervisor   Certified Quality Manager   Process Engineer   Commissioning Process   Validation Engineer   Abbott Lean Six Sigma Green Belt   Wellness Coaching NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 4
  • 5. For Starters: A Primer on Business Plans All Rights Reserved. ©2013
  • 6. Business Plans Contain the Following Components Business Discussion Executive Summary Business Description Operations Description Management & Staff NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 6
  • 7. Business Plans Contain the Following Components Research for Riches Industry Analysis Target Customers Competition NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 7
  • 8. Business Plans Contain the Following Components Strategy & Tactics Strategic Analysis Marketing Plan Sales Strategies Community Involvement Image: Strategy Crossword/iStockPhoto NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 8
  • 9. Business Plans Contain the Following Components Growth & Sustainability Milestones The Financials Image: futurestartup.com NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 9
  • 10. Project Description: Writing a business plan to direct decision-making for my organization Desired Outcome: Higher levels of respect, ability to compete, & demand for business Proficiency Demonstrated: Ability to analyze current business operations & optimize organizational effectiveness All Rights Reserved. ©2013
  • 11. Overview - Applying Business Plan Theory Business Discussion Step 1: Step 2: Step 1 Perform Perform SWOT Market Research for Riches Step 2 Analysis Assessment Strategy & Tactics Step 3: Step 4: Step 3 Develop Reinvest Business in Growth & Sustainability Strategy Resources Step 4 NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 11
  • 12. Step 1: Step 2: Step 3: Step 4: Perform Perform Develop Reinvest SWOT Market Business in Analysis Assessment Strategy Resources NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 12
  • 13. Step 1: Step 2: Step 3: Step 4: Perform Perform Develop Reinvest SWOT Market Business in Analysis Assessment Strategy Resources Performed market assessment to develop most profitable customers Identified targets & developed appropriate brand propositions for each ! NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 13
  • 14. Step 1: Step 2: Step 3: Step 4: Perform Perform Develop Reinvest SWOT Market Business in Analysis Assessment Strategy Resources Designed Marketing, Customer Service, & Branding Strategies NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 14
  • 15. Step 1: Step 2: Step 3: Step 4: Perform Perform Develop Reinvest SWOT Market Business in Analysis Assessment Strategy Resources Reinvested in Avg  Cer(fica(ons  per  Staff  Member  Over  Time organization's resources •Talent Development - Training & Certifications •Operational Efficiencies - Electronic Validation Library, Quote Tool & Customer Database ! NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 15
  • 16. Strategic Leadership through Business Planning Results Step 1: Step 2: Perform Perform • Increased sales ($700M SWOT Market over 2 years) Analysis Assessment • More visibility of group within the corporation Step 3: Step 4: • Boosted reputation of group Develop Reinvest among peers & customers Business in Strategy Resources • Higher employee morale NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013 16
  • 17. Wrapping it up: Wrote a business plan to direct decision-making for my organization Obtained higher levels of respect, ability to compete, & demand for business Demonstrated ability to analyze current business operations & optimize organizational effectiveness Thanks so much for viewing my project! Any questions/comments, leave them in the comments section, follow me on SlideShare or connect with me on LinkedIn. I will be sharing a presentation on how to create project descriptions for work experience in my next post. NMcCarley, Project Description - Business Plan Contact info: nmccarley@me.com All Rights Reserved. ©2013