Proposal for creation of a cross-divisional planning team

1. Strategy & Planning Team Design and Functions Speaker Name – Title September 22, 2010

3. Helping to prioritize and focus

5. HPSS Sales Strategy / Planning

6. HPSS Business Unit Strategy / Planning

9. Data base (s)

10. Tools

11. Development

12. OperationsSales Comms Sales Readiness Dev & Delivery Perform Mngmt GTM / Sales Programs HPSS CoE Region Planning

14. Better targeting of Programs to top customers and sales programs

15. Align resources to improve Revenue growth

16. Less wasted resource / slack in organization translates to higher productivity

17. Employee morale improvement via clarity and consistency of roles throughout fiscal year

18. Resources needed

19. Improvements in Analytics data

20. Based on priorities possibly more PMO resources to help guide faster project execution

21. Personnel to drive cross-org Hoshin planning

22. Implementation timeline

23. Get agreement on high level outline – October

25. Obtain cross-management team input on Strategy and Planning key value points (provide more detailed outline including)

26. Hoshin tools and process

27. Skills team can provide across org

28. Synergies with Shared Services team

30. Create clearer, cleaner process for business planningUse valuable Strategy personnel in more creative ways

31. Increase Strategy team talents and satisfaction

33. Need prioritization of initiatives and programs combined with scarce resources

37. Hoshin Planning Steps 1) identification of critical business issues that the organization faces; 2) establishment of business objectives to address these issues; 3) definition of the HPSS over-all goals; 4) development of strategies that support the over-all goals; 5) definition of sub-goals or tactics that support each strategy; 6) establish metrics for measuring process performance; 7) establishment of business fundamental measures. The first 3 steps of this process are handled by top management, with the defined over-all goals supported by the rest of the organization through steps 4-7. HPSS defined Global Ops defined

39. Clear implementation / action plan for FY11

40. To get input from all HPSS stakeholders and to define strategic initiatives in much more planned way

41. Strategic initiatives in line with EB

43. Appendix

44. Strategy Planning Flow – Global Ops Long term strategy FY 2011 Plans Prioritized Programs Resource needs 1 2 3 4 HPSS Overall strategy and Sales strategies Global Ops Hoshin plans Departmental prioritized programs / initiatives Personnel, Money, Resource, and Training