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30/60/90 DAY ACTION PLAN
                          FOR SUCCESS



                   Prepared by: William Toujouse, MBA

                   Prepared for: YOUR ORGANIZATION




Date: Today --- NOW!
My plan for YOUR SUCCESS!
Overview


      Introduction to all   Begin evaluation      Assess and
      department heads,     phase of facility.   identify service
      managers, etc.        Review budget,       line cost issues
      and get office        strategic plan,      and recommend
      organized and         etc.. Review         ways to reduce
      review all policies   contracts and        cost, increase
      and procedures.       agreements.          revenue, etc.

         30 Day Plan           60 Day Plan          90 Day Plan




3
Orientation                                          30
                                                    Day Plan

• Meet management, team members, support
 departments
• Visit heads of departments of all service areas
• Learn the culture of the facility
• Learn policies and procedures
Research and Organization                                   30
                                                           Day Plan

• Identify top organizational issues and research
 possible solutions
• Use 80/20 Rule to prioritize organizational issues and
 solutions
• Identify key levers for success
• Develop appropriate action plans based on training
 and review of organization
• Identify top organization issues
  •   Staffing, contractuals, etc.
Identify Top Priorities:                               30
                                                      Day Plan

• Top 10 current service lines
• Identify “problem” issues or most “at risk” areas
• Top 10 potential service lines that could be
 beneficial to the facility
• Top competitive companies
• Use the “80/20 Rule” to evaluate processes,
 product success, or services
• Prepare a SWOT analysis of financial status
 and meet with CEO on how to improve
Contact Carriers and Vendors                  60
                                             Day Plan

• Introduce yourself via letter or e-mail
• Review all contracts and agreements with
 your organization

• Meet any vendors regularly used and
 review all contracts

• Understand payment arrangements with
 vendors

• Report on progress to manager and
 get feedback
Review Financials                            60
                                            Day Plan
• Study budget, inventory, supplies, etc.
• Review Budget
  • Identify inventory and supply issues
  • Establish procedures for addressing
    issues
  • Follow through on commitments
  • Establish myself as a resource and
    consultant
• Examine daily operational cost-controls
• Begin evaluating cost-efficiency of
 vendors / suppliers
• Identify areas to upgrade or improve
• Begin research on long-term goals
Ongoing Steps                                60
                                            Day Plan

• Continue to turn in paperwork and
 reports in a timely manner
• Continue to dialog with
 supervisor/manager
• Study to improve service line and
 procedure knowledge.
• Build relationships with staff,
 management, etc.
• Attend meetings and build trust, and be
 a good team member
• Review department satisfaction and
 address issues
Moving Forward                                  90
                                               Day Plan
• Work efficiently and effectively to ensure
 optimum time management.
• Use 80/20 rule
• Focus on lower-priority product/service
 lines to build revenue
• Implement new procedures, techniques,
 or plans to further long-term goals.
• Come up with new and creative ways to
 grow company revenues.
• Get input from team and manager.
Increasing Momentum                         90
                                                Day Plan
• Use 80/20 Rule to identify top revenue-
     generating activities
• Use data to identify most efficient
     procedures
• Use data to identify least efficient
     procedures
• Streamline procedures for better efficiency
• Use 80/20 Rule to begin evaluating time
     and task management
• Organize daily schedule for optimum
     efficiency
• Begin to implement organizational solutions
•.
11
Increasing Momentum cont’d.                  90
                                                 Day Plan
• Continue dialog with other departments
     within the organization
       • Develop ongoing smooth working
        relationship
• Evaluate progress toward quarterly goal
• Compare your department’s or group’s
     performance with others at the same level
• Evaluate performance
• Identify new procedures or plans to improve
     performance
• Implement new ideas

12
Thank You!


Name: William Toujouse, MBA
Phone: (504) 577-0105
Email: wtoujouse@aol.com
Profile: www.linkedin/in/williamtoujouse
Blog: www.biznesscents.com

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90 plan for success

  • 1. 30/60/90 DAY ACTION PLAN FOR SUCCESS Prepared by: William Toujouse, MBA Prepared for: YOUR ORGANIZATION Date: Today --- NOW!
  • 2. My plan for YOUR SUCCESS!
  • 3. Overview Introduction to all Begin evaluation Assess and department heads, phase of facility. identify service managers, etc. Review budget, line cost issues and get office strategic plan, and recommend organized and etc.. Review ways to reduce review all policies contracts and cost, increase and procedures. agreements. revenue, etc. 30 Day Plan 60 Day Plan 90 Day Plan 3
  • 4. Orientation 30 Day Plan • Meet management, team members, support departments • Visit heads of departments of all service areas • Learn the culture of the facility • Learn policies and procedures
  • 5. Research and Organization 30 Day Plan • Identify top organizational issues and research possible solutions • Use 80/20 Rule to prioritize organizational issues and solutions • Identify key levers for success • Develop appropriate action plans based on training and review of organization • Identify top organization issues • Staffing, contractuals, etc.
  • 6. Identify Top Priorities: 30 Day Plan • Top 10 current service lines • Identify “problem” issues or most “at risk” areas • Top 10 potential service lines that could be beneficial to the facility • Top competitive companies • Use the “80/20 Rule” to evaluate processes, product success, or services • Prepare a SWOT analysis of financial status and meet with CEO on how to improve
  • 7. Contact Carriers and Vendors 60 Day Plan • Introduce yourself via letter or e-mail • Review all contracts and agreements with your organization • Meet any vendors regularly used and review all contracts • Understand payment arrangements with vendors • Report on progress to manager and get feedback
  • 8. Review Financials 60 Day Plan • Study budget, inventory, supplies, etc. • Review Budget • Identify inventory and supply issues • Establish procedures for addressing issues • Follow through on commitments • Establish myself as a resource and consultant • Examine daily operational cost-controls • Begin evaluating cost-efficiency of vendors / suppliers • Identify areas to upgrade or improve • Begin research on long-term goals
  • 9. Ongoing Steps 60 Day Plan • Continue to turn in paperwork and reports in a timely manner • Continue to dialog with supervisor/manager • Study to improve service line and procedure knowledge. • Build relationships with staff, management, etc. • Attend meetings and build trust, and be a good team member • Review department satisfaction and address issues
  • 10. Moving Forward 90 Day Plan • Work efficiently and effectively to ensure optimum time management. • Use 80/20 rule • Focus on lower-priority product/service lines to build revenue • Implement new procedures, techniques, or plans to further long-term goals. • Come up with new and creative ways to grow company revenues. • Get input from team and manager.
  • 11. Increasing Momentum 90 Day Plan • Use 80/20 Rule to identify top revenue- generating activities • Use data to identify most efficient procedures • Use data to identify least efficient procedures • Streamline procedures for better efficiency • Use 80/20 Rule to begin evaluating time and task management • Organize daily schedule for optimum efficiency • Begin to implement organizational solutions •. 11
  • 12. Increasing Momentum cont’d. 90 Day Plan • Continue dialog with other departments within the organization • Develop ongoing smooth working relationship • Evaluate progress toward quarterly goal • Compare your department’s or group’s performance with others at the same level • Evaluate performance • Identify new procedures or plans to improve performance • Implement new ideas 12
  • 13. Thank You! Name: William Toujouse, MBA Phone: (504) 577-0105 Email: wtoujouse@aol.com Profile: www.linkedin/in/williamtoujouse Blog: www.biznesscents.com

Editor's Notes

  1. Copyright Greater Than One 2010
  2. Copyright Greater Than One 2010
  3. Copyright Greater Than One 2010
  4. Copyright Greater Than One 2010
  5. Copyright Greater Than One 2010
  6. Copyright Greater Than One 2010
  7. Copyright Greater Than One 2010
  8. Copyright Greater Than One 2010
  9. Copyright Greater Than One 2010