1 / 16

Strategic Planning – A View From Outside

Strategic Planning – A View From Outside. CAUBO Pre-Conference Workshop 12 June 2004. Agenda. Focus on Performance Planning Best Practice Principles An Strategic Planning Roadmap. Performance Planning. Spreadsheets. Green-Line. PERFORMANCE MANAGEMENT.

maite-hamilton
Download Presentation

Strategic Planning – A View From Outside

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Strategic Planning – A View From Outside CAUBO Pre-Conference Workshop 12 June 2004

  2. Agenda • Focus on Performance • Planning Best Practice Principles • An Strategic Planning Roadmap

  3. Performance Planning Spreadsheets Green-Line PERFORMANCE MANAGEMENT • By employing advanced planning and performance management techniques, technologies and practices, corporations/organizations will dramatically reduce the variability of outcome in their performance management initiatives and ‘reach’ optimal performance in the areas of: • Return (productivity, profitability, growth, alignment) • Investment (efficiency, utilization, resource allocation, capital) • Behavior (culture, vision, goals, and objectives)

  4. Agenda • Focus on Performance • Planning Best Practice Principles • A Strategic Planning Roadmap

  5. Principles of best-practice architecture • Model-based to express the whole business • Take the guesswork out of planning, more dimensions, driver-based

  6. Principles of best-practice architecture • Model-based to express the whole business • Take the guesswork out of planning, more dimensions, driver-based • Enables high participation • Engage team closest to the business, shorten cycle, spread workload

  7. Principles of best-practice architecture • Model-based to express the whole business • Take the guesswork out of planning, more dimensions, driver-based • Enables high participation • Engage team closest to the business, shorten cycle, spread workload • Superior collection, control, and collaboration • Eliminate misunderstanding and rework that is non-value added and makes cycles lengthy

  8. Principles of best-practice architecture • Model-based to express the whole business • Take the guesswork out of planning, more dimensions, driver-based • Enables high participation • Engage team closest to the business, shorten cycle, spread workload • Superior collection, control, and collaboration • Eliminate misunderstanding and rework that is non-value added and makes cycles lengthy • Timeframe-appropriate planning • Plan in any time dimension—short-term vs. long-term horizon • Support high frequency, real-time updates, rolling forecasts, better visibility

  9. Agenda • Focus on Performance • Planning Best Practice Principles • An Strategic Planning Roadmap

  10. Planning Best Practice 1 2 3 4 Planning Roadmap Identify Pain & Resolve Beyond Finance CPM- Maximize Value Where are you?

  11. Planning Roadmap Visibility • Pockets of data Control/Versioning • “Million Spreadsheet March” Cycle Time • Plan cycles exceed business cycles Accountability • Debating the numbers • Predictability Identify Pain & Resolve Planning Best Practice Beyond Finance CPM- Maximize Value 1 2 3 4 Where are you?

  12. Planning Roadmap Visibility • Pockets of data Control/Versioning • “Million Spreadsheet March” Cycle Time • Plan cycles exceed business cycles Accountability • Debating the numbers • Predictability Identify Pain & Resolve Planning Best Practice Beyond Finance CPM- Maximize Value 1 2 3 4 Where are you? • A Wider/Deeper View • cross enterprise value • High Participation • Tap Knowledge experts • Execution • Reduce cycles by 80% • Rolling forecasts • Continually align investment with market opportunity • Timeframe-appropriate plans

  13. Student Lifecycle EXECUTIVEMANAGMENT Tuition Physical Plant FINANCE Admin Capital Grants Advancement TECHNOLOGYIT/R&D HUMANRESOURCES Planning Roadmap Visibility • Pockets of data Control/Versioning • “Million Spreadsheet March” Cycle Time • Plan cycles exceed business cycles Accountability • Debating the numbers • Predictability Identify Pain & Resolve Planning Best Practice Beyond Finance CPM- Maximize Value 1 2 3 4 Where are you? • A Wider/Deeper View • cross enterprise value • High Participation • Tap Knowledge experts • Execution • Reduce cycles by 80% • Rolling forecasts • Continually align investment with market opportunity • Timeframe-appropriate plans

  14. Planning Roadmap Identify Pain & Resolve Planning Best Practice Beyond Finance CPM- Maximize Value 1 2 3 4 Where are you?

  15. Performance Management Strategic Alignment 1 2 3 4 • Ability to set goals, make plans, and measure progress is a baseline requirement • Reporting and Analysis across all time horizons (past, present, future) • Leverage existing infrastructure

  16. Contact Information Rich Lanahan 952-876-6882Rich.Lanahan@cognos.com

More Related