The document discusses the strategy and planning team, its functions, and organizational alignment within Global Sales Ops. The team aims to improve coordination, communication, prioritization and focus. It provides strategy, analytics, planning and project execution support. Key points include developing a common vision and priorities list, aligning resources to improve growth, and implementing a Hoshin planning process to guide priority-setting and resource allocation. Benefits include increased focus, productivity and employee morale while risks include resistance to change and planning stretches.
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Strategy Planning Team Design Proposal
1. Strategy & Planning Team Design and FunctionsSpeaker Name – TitleSeptember 22, 2010
2. Executive SummaryOverview of Strategy and Planning Shared Service across Global Sales Ops Improving co-ordination and communication
4. Provide key personnel and resources for:StrategyAnalyticsPlanningProject ExecutionStrategy and Planning linkages outside of Global Sales OpsHPSS Business Planning
29. “Flesh-out” detailed team roles and inter-connection points based on input across Global Ops and outside Global OpsBenefits and Potential RisksBenefitsPotential RiskDepartment resistant to planningDepartment “Turf” issuesChange resistanceStretch Strategy and Planning too thinlyMissing key talents on Strategy teamImprove linkages between strategy, annual plans, execution
30. Create clearer, cleaner process for business planningUse valuable Strategy personnel in more creative ways
32. Help org focus on most important / most productive programsStrategy & PlanningProblems include:Unclear alignment between Business Unit / Sales Strategy and Global Ops Plans and Execution
34. Un-clear decision making process and roles / owners in flow of strategy, planning, and execution Opportunity for change:Start Q4/1 allows alignment of strategy and plans with execution and resources / personnel earlier in FY 2011
35. 2011 - Second time through Sales Planning provides visibility to process nowWhy is change important?Need to make sure money and people are devoted to the most important HPSS strategies
36. Little or no increase in money or people in 2011 so need to be highly productiveGlobal Ops Hoshin Planning2+ YearTimeframeHPSS Business and Sales Plan Global Operations Business Plan2 YearTimeframeMissionBreakthrough ProjectsAnnuallyDeliverablesResults and Metrics
37. Hoshin Planning Steps1) 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. HPSSdefinedGlobal Opsdefined
38. Rationale of Sales planningTo have systematic, planned and methodical way to set HPSS biz and sales strategic priorities
42. To communicate a clear plan on 1st Nov.HPSS SALES PLANNING – HIGH LEVEL PROCESSStageRevisiting Strategic Plan – Establishing process stepsTop level ASPIRE / Growth targetsStrategic PlanQuota by accountCommunicating and Executing StrategyFormulatingCoverage ModelBU StrategyConducting external and internal analysisInputActivitiesOutputMilestone