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2007 Annual Conference
Strategic Planning: Lessons from Practice
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Session Abstract

Daily Acts of Strategy

Jonathan D. Becher
CEO and President
Pilot Software

Regardless of the organization, there is some type of live, regularly scheduled internal status updates. These meetings go by different names, sometimes called operational excellence meetings or performance updates, and depending on the type their frequency varies from weekly to quarterly. These meetings range from discussing what's occurring in the organization, to identifying issues or identifying priorities.

The challenges with these meetings are multiple. Part of the difficulty is the preparation for these meetings can often take hours or even days worth of work to assemble information that will be presented. Despite the time spent, once the meeting rolls around, more time is spent arguing about the validity of the information than the actual information itself. Also challenging is that often times these meetings are disconnected from the objectives of an organization and thus the execution of an organization is often out of sync or in conflict with its strategy.

By bringing structure to these meetings, it can reduce the amount of time spent preparing for these meetings. In addition instead of spending cycles on the validity of information, time can be spent on proactively identifying and resolving the issues that the group faces. Lastly, by incorporating objectives into the operational process, strategy can become part of the DNA of an organization.

In this seminar learn how you can:

  • Commandeer the operational review process
  • Track strategy formally through qualitative KPIs
  • Make strategy part of your regular meetings

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