Strategic Goal Setting An Overview Strategic Goal Setting

Step 2: Identify & prioritize innovation opportunities The Big Picture Step 1: Set goals Step 2: Identify & prioritize innovation opportunities Step 3: Innovate The process of innovation & improvement is anchored in clearly defined goals

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc.

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc. Improve Billing Process

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Create a new svc. Improve Billing Process Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. v. 1 Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. v.1 Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. v.2 Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. v.2 Upgrade CRM

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Upgrade CRM Create a new svc. v.3

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Upgrade CRM Create a new svc. v.3

The Innovation Process Identify & Prioritize Ideate Design Test Implement or Abandon Improve Billing Process Create a new svc. v.3 Upgrade CRM

Goal Setting Process Background Research Goal Setting Workshop (~4 hours) Define 10 year goals (top 5) Define 5 year goals (top 5) Define 1 year goals (top 2)

Self-Actualization Issues Background Research Self-Actualization Issues Security Issues Survival Issues

Background Research Survival Issues Security Issues Cash Flow Single Points of Failure Legal Threats Financial Exposure Security Issues Safety Balance Sheet Competition Supplier Dependencies Customer Dependencies Market Disruption Exit Strategy

Background Research Self-Actualization Issues Market Valuation Growth Brand Recognition Employee Engagement Customer Satisfaction / Loyalty Community Engagement Industry / Market Leadership Thought Leadership

Goal Setting Workshop Agenda 8:00 – Review objectives & agenda (15 mins) 8:15 – Goal definition training (35 mins) 8:50 – Define 10-year goals (95 mins) 8:50 – Create & present proposed 10-year goals 9:35 – Sticker vote to select top five goals 9:45 – Top five 10-year goals are defined 9:50 – Break (10 mins) 10:00 – Define 5-year goals (60 mins) 10:00 – Special instructions for setting 5-year goals 10:05 – Create & present proposed 5-year goals 10:45 – Sticker vote to select top five goals 10:55 – Top five 5-year goals are defined 11:00 – Define 1-year goals (60 mins) 11:00 – Special instructions for setting 1-year goals 11:05 – Create & present proposed 1-year goal 10:45 – Sticker vote to select top two goals 10:55 – Top one or two goals are defined Workshop Objectives

Q & A