1. Strategic Goal Setting
An Overview
Strategic Goal Setting

2. 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

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

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

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

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

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

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

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

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

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

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

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

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

15. 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)

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

17. 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

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

19. 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

20. Q & A