Framework for Planning and Execution:

Design a structured planning & and business operational cadence to maximize performance.

A company will use this service to improve the alignment of the business to the operational goals and to implement a framework to enhance operational execution through continual improvement philosophies.

Sample Project Workflow

Phase 1 Plan Analysis

•Review current planning process and mechanisms

•Identify gaps and issues limiting operational effectiveness

•Assess strengths/weaknesses of execution capabilities

•Survey leaders on priorities to enhance

Phase 2 Framework Design

•Map planning flows linking strategy → financial plan → initiatives

•Construct a governing model with clear accountability

•Design rhythms and tools for execution (huddles, reports etc)

•Standardize KPIs and analytics integrated into workflows

Phase 3 - Roll out and Launch

•Develop processes, templates and policies for new FPE

•Train leadership teams and key personnel on adopting

•Align departments to collaborative planning approach

•Onboard employees company-wide onto framework

Sample Output

·Documented annual planning process and cadence

·Standardized templates for financial reporting, operational metrics, and execution tracking

·Proposed meetings and reporting rhythms