© 2011 OmniStrat, Inc.

Planning & Execution for Small & Medium Sized

Businesses

Matt JohnsonFounder of OmniStrat

and

Darion Miller, Fluent Concepts

© 2011 OmniStrat, Inc.

1. Have you ever missed your goals?

2. Were you following a plan?

3. Was the plan in PowerPoint or Excel?

4. How much time was spent on it?

5. How much time after?

The heart of the challenge you face

Why Plan?

© 2011 OmniStrat, Inc.

33% of strategic plans fail, of those 85% are preventable

– Forbes Insights‘09

Pain

When Strategies Fail… Companies Fail

© 2011 OmniStrat, Inc.

47% of CEOs ranked “Consistent execution of strategy”

their highest challenge

– The Conference Board ‘10

Priority

When Strategies Fail… Companies Fail

© 2011 OmniStrat, Inc.

40%-60% of strategic potential lost during execution

– Harvard Business Review ‘04

Significance

When Strategies Fail… Companies Fail

© 2011 OmniStrat, Inc.

?Reports

Dashboards

KPI’s

Forecasts,

Budgets,

Plans?

People make results happen

What’s Missing From This Picture?

© 2011 OmniStrat, Inc.

Planning is hard work

© 2011 OmniStrat, Inc.

Why Do Plans Fail?

• Data vs. analysis

• Cognitive Bias

• Buy-in

• Visibility

• Assumptions

© 2011 OmniStrat, Inc.

Too late for one company

© 2011 OmniStrat, Inc.

Planning &

Execution

Management Consultants

Status Quo

BI Tools

Not Accessible Indirect Measure

Good Luck

Alternatives

© 2011 OmniStrat, Inc.

Key Performance

Indicators üPeople

Performance Monitoring is not Strategy

© 2011 OmniStrat, Inc.

Strategy is about people

BI vendors are about data integration

DataWarehouse

EnterpriseResourcePlanning

BusinessProcess

MgtDocument

MgtCRM

Supply ChainManagement

AccountingSystems

Forecasting&

Budgeting

ProjectMgt

InnovationMgt

KnowledgeManagement

Procurementmanagement

ProductLifecycle

Mgt

EnterpriseReporting

System

Leaders

Managers

Employees

Formulate

Implement

Accountable Activities

Approval

Alignment

Small and Mid-Sized Advantage

© 2011 OmniStrat, Inc.

Your Mission

Risk Alignment Success

Reclaim lost strategic potential

© 2011 OmniStrat, Inc.

COMMAND&

CONTROL üCommunication

& Collaboration

The Game Has Changed

© 2011 OmniStrat, Inc.

People

Internet

Improved

Execution

•Social Networks•Collaboration•Predictive Markets•Crowd Sourcing

New Opportunities

© 2011 OmniStrat, Inc.

Why Do Plans Fail?

• Data vs. analysis

• Cognitive Bias

• Buy-in

• Visibility

• Assumptions

Democratize

Other perspectives

Include employees

Capture people data

Monitor

How to Resolve

© 2011 OmniStrat, Inc.

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