Index LifeMastery

Strategic Operational and Business Plan Facilitation

Is your organisation finding the following?

Performance management systems not tied in to strategic plan
No clear direction for staff
Staff are pulling in different directions
Staff want ownership of their annual operational plan

The LifeMastery Operational and Business Plan Facilitation usually occurs over 1, 1½ or 2 days, depending on the organisations needs and number of staff involved.

The Operational and Business Plan Facilitation includes the following steps:

Preliminary kick-off meeting by teleconference (involving the CEO and nominated specific Board members)
Collection and analysis of key documents by facilitator (constitution, annual report, financials, strategic documents as agreed)
Presentation to staff on the strategic planning process. How to use the Vision statement in operational project development
Short training session on how to write action plans, the importance of success measures, and how to develop the three different types of Key Performance Indicators (KPI's).
Departments develop Key Objectives and match against strategic plan
Teams develop detailed operational action plans
Key Performance Indicators for Department/project teams
Key Performance Indicators for individual staff
Wrap up and summary of next steps

Contact Steven Bowman for a proposal or quote on providing this service on (03) 9509 9529 or 0438 325 782 or email


Our Approach
Conscious Strategic Planning

Strategic Operational and Business Plan Facilitation Is your organisation finding the following? Performance management systems not tied in to strategic plan No clear direction for staff Staff are pulling in different directions Staff want ownership of their annual operational plan The LifeMastery Operational and Business Plan Facilitation usually occurs over 1, 1½ or 2 days, depending on the organisations needs and number of staff involved. The Operational and Business Plan Facilitation includes the following steps: Preliminary kick-off meeting by teleconference (involving the CEO and nominated specific Board members) Collection and analysis of key documents by facilitator (constitution, annual report, financials, strategic documents as agreed) Presentation to staff on the strategic planning process. How to use the Vision statement in operational project development Short training session on how to write action plans, the importance of success measures, and how to develop the three different types of Key Performance Indicators (KPI's). Departments develop Key Objectives and match against strategic plan Teams develop detailed operational action plans Key Performance Indicators for Department/project teams Key Performance Indicators for individual staff Wrap up and summary of next steps Contact Steven Bowman for a proposal or quote on providing this service on (03) 9509 9529 or 0438 325 782 or email
		We can facilitate the development of operational and business plans with your organisational staff, which reflect the strategic directions of the organisation. The powerful operational planning techniques take between one to two days to complete, and utilise the vision of the organisation, reflect the key strategies of the strategic plan, provide staff developed key objectives for each Department, detailed action plans that reflect the key objectives and the strategic plan, team Key Performance Indicators and personal Key Performance Indicators that reflect the operational plan
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