We've helped hundreds of people gain alignment and productivity by getting all of the cool things out of their heads and into an actionable plan.
The one page methodology we use is based on simplicity. We capture Mission, Vision, Objectives, Strategies and Actions in a very thorough, time bound, measurable format. We remove unnecessary business jargon, fluff, all the things people sometimes put into plans for show. This leaves us with what is most important to the business and a clear plan to get it done.
Our simple, one page plan also makes an easy-to-digest communication vehicle for messaging to the rest of the organization. This ensures clarity, focus, alignment, and accountability at all levels.
Executive Directors, click below to learn more about how we help create focus and drive mission success.
Getting teams to agree can be easy; keeping them aligned and focused on the right action is the challenge. Don't miss critical targets because time, effort, and resources are wrongly placed.
We'll work with you to develop a one-page strategic plan, then help you prepare to share it with stakeholder teams, such as direct reports, the Board, or the organization at large. This package comes with use of the planning system for one year.
This can be facilitated in person (with proper distancing) in one day, or done virtually over four 2-hour sessions.
This option is best for anyone who wants to implement an annual planning practice or who is new to the organization. If you have experienced inertia turning the ship or getting your team to take action, this is the place to start.
This session brings the entire team group to a single location, with the objective of collaborating to build a shared one year plan. Here we focus on good planning principles, SWOT analysis, prioritization exercises, and then we engage the team to construct and agree to a solid strategic plan with very actionable steps. This session leads to a great team building experience, really robust conversation, healthy conflict, idea sharing, and written plan that can be shared throughout the organization, providing clarity and alignment.
Total time commitment - 16 Hours (2 Days) This session should be done in person with proper distancing. Virtual sessions are available as an option.
There are no revisions or coaching provided by WinSource with this planning session.
This option is best for teams that are newly developed or tend to work in silos. It is a good way to introduce planning to a group that has not done it before or that has had a bad experience previously.
In this option, we spend the first time block building the leader's plan. We get all the great stuff out of their head down on paper. This plan will contain organizational objectives and strategies, but the action items will be those of the leader. Next we will share the plan with the team. We will then lead facilitated sessions helping them build one page plans of their own that are in perfect alignment with their plan.
Each team member will have a plan for their team or department that specifically calls out their objectives for the year, strategies, and time bound actions for projects and other goals. This option brings clarity to larger organizations where multiple leaders are responsible for specific business lines, geographies, or have matrix management responsibility.
Once the plans are finalized, we can help the team share their plans with any other groups (i.e. up-line, down-line or the Board). This package comes with use of the planning system for one year, 3 revisions and 3 one to one coaching sessions with the leader and any plan holders, quarterly.
Total time commitment for the leader 16-30 hours (excluding revisions and coaching). Time commitment for the team 16-18 hours (excluding revisions and coaching). Can be facilitated in person with proper distancing, or done virtually over several sessions.
This option is best for the organization that seeks total team alignment while allowing a top down, bottom up approach to objective building.
Approx. $11,500 for the leader and the first two team member plans. Each additional plan is $3000. (Ex. CEO + 6 Executive team members = $23,500)