The One Page Business Plan

"Any intelligent fool can make things bigger, more complex, and more violent. It takes a touch of genius -- and a lot of courage -- to move in the opposite direction."

 

-- Albert Einstein

Every manager need a written plan to clarify objectives, communicate direction and track progress

Management Challenges

 

Business plans are too complex to create, they are hard to communicate, managers are not held accountable for results, and it is hard to track progress against plan. As the volatility of the economy continues to grow, so too does the need to focus on the disciplined execution of a tight, well-developed and widely understood business plan. Successful business plans blend rigorous thinking with transparency in tracking progress against explicit, time-based objectives.

 

 

Benefits of One Page Business Plans

 

One of the greatest challenges of management is actually executing a business plan. Too often:


  • Plans are too complicated - so no one understands them thus they end up in a drawer
  • A "planning team" creates the plan - excluding those accountable for accomplishment
  • Plans are disconnected from tracking - so they never get "accomplished"
  • Strategies are not tied to objectives - wasting resources on unproductive activities
  • The planning process is too complicated - so performance targets are allowed to slip
  • Plans and progress are not transparent and current - lowering motivation  without a clear view of progress against goals
  • Funders deny support for complex plans - they distrust those lacking clarity, transparency, agility and accountability


Whether for a company, business unit, program or project, the One Page Planning Process addresses each of these issues and provides transparency, accountability, managerial development, and business results at a far lower cost than traditional - and usually ineffective - strategic planning processes. With the right guidance, you can create robust plans that actually deliver results. Download a brochure describing how the planning system works and call (301) 320-5889 to discuss how you would benefit.

 

Transparency             Clarity            Speed

 

            Streamlined Planning             Discipline             Executive Development

 

Communication               Accountability           Motivation

 

 

What One Page Business Plans Are Not

 

This is not a $195 "plan-in-a-can," or a 30-page template plan, or a "plan your business in a day" service. Nor, is it meant to provide the detailed projections often required to finance or sell a business. A One Page Plan is a rigorous exercise for an emerging or ongoing business to boil down to its core vision, mission, objectives, strategies and action plans for the coming year. Given the current market volatility and uncertainty, focus must be on disciplined execution of a solid one-year plan. A one page plan is not meant to replace a long term strategy - just make sure that the strategy gets executed with discipline.

 

How One Page Business Plans Work

 

The planning system consists of three options:

  1. The One Page Business Plan - develop a single one page business plan through streamlined planning. A basic plan can be scoped out in a few hours and completed in several sessions over a few weeks, including alignment meetings with direct reports. 
  2. Team Business Plans - planning for a larger organization, based on the executive's one page business plan, direct reports would develop their own one page plans (e.g., for finance, human resources, production, marketing, research).  
  3. The One Page Planning and Performance System - provides online tracking and visibility of performance of one or more plans over the year. Scorecards for each objective and progress reports for each action plan creates transparency and accountability to the entire organization through disciplined execution of plans. Makes performance against plan visible 24/7 in a common format across the organization and creates a culture of performance. 

 

This four-minute video summarizes the One Page Planning and Performance System. The One Page Business Plan and One Page Planning and Performance System are products of and copyrights of the One Page Business Plan Company

Instantly know the status of every manager's plan on one page

OPBP Plan Status


In a more complex organization, every manager has a plan and all plans are shown on a single organization chart. Everyone knows the status of every plan at all times - green for approved, yellow for draft and red for missing plans. Access to the current version of any plan is a click away.


Access all your organization's one page plans, performance scorecards and progress reports in one place, any time through this simple interface.

 

Scorecards clearly track progress against objectives, showing strength or weakness in performance

OPBP Scorecard

 

Within a plan, click on any objective to open a performance scorecard for that objective. Since each objective is described in clear, graphable terms (e.g., increase/decrease metric A from X to Y by date Z), progress can be tracked monthly against plan, budget or last year's actuals. Managers can add comments as needed to each objective to describe reasons for notable variance with planned progress. Other managers or supervisors can quickly understand the status and direction of every plan for which they are accountable.

 

Simplified and common format progress reporting saves managers precious report preparation time and  keeps a quickly understandable summary of progress against plan.

 

Progress reports track project status and ensure accountability

OPBP Progress Report


Each business plan has a number of Action Plans to indicate major projects that address the work to be done. Just like for Objectives, each Action Plan has a Progress Report to indicate how a manager is moving toward completion. Managers report % complete and note significant results, variance or challenges.


The system creates transparency and accountability by indicating which Performance Scorecards and Progress Reports have not been updated each month. Managers save time preparing reports and supervisor reviews are more effective because every manager's report is in one place and one format.


That's it! Planning and execution discipline comes from the expertise of the ROM consultant advising the client. We'll do some hard work, possibly with fierce conversations, to define vision, mission, objectives, strategies and action plans. This will give you a plan with real clarity that staff and stakeholders can easily understand and follow.



Who Uses The One Page Planning and Performance System©?


AmericaOnline Herman Miller Oracle
Morgan Stanley American Medical Association Drake Beam Morin
Monsanto Ken Blanchard Companies IKON Office Systems
Tillamook Cheese Litton Property Management    City of Oakland, CA
Chicago School District Phoenix Children's Hospital McKesson HBOC
John Muir/Mt. Diablo Health      North Cascade Natl Bank Head Start
Volunteers of America Big Brothers-Big Sisters US Adult Soccer Assoc  
The Tom Peters Group O, The Oprah Magazine Ford Motor Co.


 

Where Can I Use One Page Plans?

 

The One Page Planning and Performance System© is flexible with many uses:


Organization

  • Corporations
  • Subsidiaries/Divisions
  • Foundations
  • Nonprofits
  • Startup Companies
  • Government Agencies
  • Cross-Functional Teams
  • Franchises and Multi-Business Companies


Function

  • Profit Centers
  • Departments
  • Programs
  • Projects


Purpose

  • Strategic Plans
  • Operating Plans
  • Marketing Plans
  • R&D/Technology
  • Sales Plans
  • Training & Development

How Do I Find Out More?

 

If you want your business plan to be clear, your activities aligned, your managers accountable, your operations transparent and your performance delivering against your mission, then create a one page plan for your organization.

 

 

Call (301) 320-5889 for a 30-minute discussion about your current business needs and planning process and see how you can finally get everyone in your organization "on the same page."

 

ROM Is a licensed affiliate of the One Page Business Plan Company.



The One Page Business Plan and The One Page Planning and Performance System are registered trademarks of The One Page Business Plan Company