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Main Tactical Improvement Initiatives or Projects

Team

Group Health Insurance
5S New Product Development (NPD) Program
5S Marketing / Promotions / Sales
5S Website Redesign
5S Move

5
2
1
3
4

Management/Operations
Order Fulfillment
Purchasing
Customer Service
New Product Development
Marketing / Promotions/ / Sales
Website / IT
Accounting
Sales
Delivery of Services
Training Preparation

Measurement  Metrics (Balanced Scorecard)

Strategy Maps

Targets  Metrics

Balanced Score Card /
Metrics Correlation Matrix /

Gap Analysis /
Driver-Means-Outcome

Review / Environmental Scan / SWOT /

Increase 5S Supply Revenue to $250,000
Customer satisfaction ratings of 4.5 or higher
Greater than 99% on-time delivery
12 inventory turns per year
100% moved into new location
100% Go-live with website
5S Training for all staff

Initiatives  Projects
Tree Diagram /
Process Decision Program Chart

Vision-Mission-Values / Brainstorm / Af finity

Strategic Initiatives
F
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3-5 Focus Strategic Goals for Planning Year (Short-term, 1-year)

4
Outstanding Products
1 Exceeding Customer Expectations / Outstanding Service
2
Fantastic Marketing
5
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3
Outstanding Staffing and Facilities Environment

Profero Marketing and Sales
Conferences and Seminars
Profero NPD/Update Materials
Value Stream Mapping Basics  Beyond Book

Increase 5S Supply Revenue
Make 5S Supply a great place to work

Parties or Departments

Correlation Legend
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Team
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Leader
Important
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Weak
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F
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Balanced Scorecard
Financial
Customer
Internal Processes
Learning  Growth

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2. 5S New
Product
Development
(NPD) Program

1. 5S Marketing
Promotions /
Sales

Customer
Satisfaction

Prom otions

Are these SMART?

4. Outstanding
Prooducts

5. New Product
Developm ent

- Create a
Prom otional
Calendar

- Voice of
Custom er
Surveys

- Custom er
Aprreciation
Day, etc.

- Postcard
Cam paign
- Get Mailing
Lists from
Lean
Sources

em ail
Cam paign

Search
Engine
Optimization
(SEO)

3. Website
Redesign

Keywords

Pay-perClick (PPC)

4. 5S Move

Website

Affiliate
Program

Advertising

Estimated Costs

- Customer
Satisfaction
Surveys

Tactics

3. Outstanding
Staffing and
Facilities
Environment

2. Fantastic
Marketing

How

1. Exceeding
Customers'
Expectations,
Outstanding Service

- Build
Database
- Get
Perm ission
- Find List of
Lean
Champions
/SSBB
- Announcem ents
- Prom otions

Refine NPD
Program

Why

First Level Strategies
Second Level Strategies

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- What is
5S? on the
Homepage
- Add a link
to What is
5S on the
Hom epage
- Add the
8884Lean5S on
all pages

- Keyword
Research
- Create
PPC
keywords
that go
directly to
page

- Have the
- Ad Opt-in product
button on
images
pages and open in a
at checkout separate
window

- Add PPC
Tracking
Code to
Webpages

- Subm it
Website to
Search
- Add a
Engines
Useful
Links Page

- Autom atically
Calculate
Shipping
Costs
- Page of
Com panies
that use us
and a link
back to their
sites

- Trade
publications
- Sponsor at
Trade Shows
- Advertise on
Lean related
Sites

- Links
- Subdom ains
with Articles - Meta Tags

© Profero 2013
© Profero, Inc. 2010

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Objective/Goal

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© Profero, Inc. 2010

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ID Item/Issue
1 Critical supplier is late
2 Incomplete VOC survey

S O D
3 7 9
4 8 9

RPN
189
256

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1. Exceeding
Customers'
Expectations ,
Outstanding Service

3. Outstanding
Staffing and
Facilities
Environment

2. Fantastic
Marketing

4. Outstanding
Prooducts

5. New Product
Development

How

Initiative 6
Initiative 5

First Level Strategies

Initiative 4
Initiative 3

Department 5

3. Webs ite
Redes ign

4. 5S Move

Department 6

Target 6

Target 7

Target 8

Department 3

Target 4

Target 5

Key Players
Department 1

Department 2

Target 1

Target 2

1. 5S Marketing
Prom otions /
Sales
Target 3

Focus 1

Focus 2

Focus 3

Second Level Strategies

Focus 4

Initiative 1

Department 4

2. 5S New
Product
Development
(NPD) Program

Initiative 2

Strategy 1
Very Strong

Strategy 2

Search
Engine
Opti mizati on
(SEO)

Strong

Strategy 3

1 . Exce ed in g
C us to mer s'
Expe cta tio ns ,
Ou ts tan di ng Ser vice

e mai l
Ca mp aig n

3. Web si te
Red e sig n

Sea rch
Eng ine
Op timiza tio n
(SEO)

Keyw or ds

Pay- pe rC lick (PPC)

5 . N ew Pro du ct
D eve lop me nt

4 . 5 S Mo ve

Web s ite

Affil iate
Pro gr am

Adve rti sin g

- C us to mer
A r re cia tion
p
Da y, et c.

- Po st car d
Ca mpa ig n

- Advertis e on
Lean related
Sites

- Links
- Subdomains
wi th Arti cles - Meta Tags

- Bu ild
D at ab as e
- Ge t
Pe rm iss io n
- Fin d Lis t o f
L ea n
Ch a mpio n s
/SSBB
- An no un ce me nts
- Pro motio n s

- Wh at i s
- Ad d PPC
- Ke ywo rd
5 S? on th e
Re se ar ch
Tr ac kin g
H ome p ag e
Co de to
- Cr ea te
Web p ag es
- A d a lin k
d
PPC
to Wh at is
ke ywo rd s
5 S on th e
th a t go
Ho me pa ge
d ire ctly t o
- Add th e
p ag e
8 8 84 L ea n5 S o n
a ll p a ge s
- H ave the - Sub mit
- A Op t-in pr od uc t
d
We bs ite to
b utto n on
imag e s
Se ar ch
-A da
d
p ag es a nd op en in a En gin e s
Us efu l
a t ch eck ou t se pa ra te
L in ks Pa ge
win do w

- A to matu
ica lly
Ca lcu la te
Sh ipp in g
Co s ts
- Pag e of
C omp an ie s
th a t us e us
a nd a lin k
b ac k to th eir
s ite s

- Tra de
pu bli cat ion s
- Sp on so r at
Tr ad e Sh o ws

First Le ve l Str ate gie s

- Cr ea te a
Pr omo tio na l
C ale n da r

- Voic e o f
C us to mer
Su r v ys
e

- Get Ma ilin g
L ists fr om
L ea n
So ur ces

- Subm it
Websi te to
Search
- Add a
Engines
Useful
Links  Page

Ref ine NPD
Pro gr a m

E st imat ed Cost s

- Cu st ome r
Sa tis fac tion
Su rve ys

- Trade
publications
- Sponsor at
Trade Shows

- Page of
Companies
that use us
and a li nk
back to their
si tes

O bje ctiv e/G oa l

Pro mo tio ns

Refine NPD
Program

Advertising

- Automatically
Calculate
Shipping
Costs

- Adve rti se on
Le an r ela te d
Sites

- L in ks
- Su b do ma ins
with Artic les - Met a Tag s

Sec ond L eve l Str at egie s

Cu sto me r
Sa tisfa ctio n

- Add PPC
Tracking
Code to
Webpages

- Keyword
Research
- Create
PPC
keywords
that go
directly to
page

- Have the
- Ad Opt-in product
button on
im ages
pages and open in a
at checkout separate
window

H w
o

4 . Ou tst an din g
Pr oo d uct s

- What is
5S? on the
Hom epage
- Add a link
to What is
5S on the
Hom epage
- Add the
8884Lean5S on
all pages

- Find List of
Lean
Cham pions
/SSBB
- Announcements
- Prom otions

- Postcard
Campaign

2 . 5S N ew
P o du ct
r
De v lo pme n t
e
( NPD ) Pr og ra m

1 . 5S Mar ke ting
P o motio n s /
r
Sale s

Are thes e SMA RT?

Tac ti cs

2. Fa nta st ic
Mar ke tin g

- Buil d
Database
- Get
Permi ssion

- Create a
Promotional
Calendar
- Customer
Aprreci ation
Day, etc.

- Get Mailing
Lists from
Lean
Sources

3 . Ou ts tan d ing
Sta ffin g an d
Fac ilitie s
Envir on men t

Affiliate
Program

Websi te

Why

Sec ond Lev el St rategies

Firs t Level Strat egies

Object ive/Goal

Tactics

- Voice of
Customer
Surveys

Pay-perCli ck (PPC)

Keywords

Why

Weak

Estimated Costs

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Cu sto me r
Sa tisfa ction

4. Outs tan ding
Pr ood ucts

3. Web site
Re de sign

Sea rch
Eng ine
Optim izatio n
(SEO)

em ail
Cam pa ign

Prom otio ns

Are the se SMART?

Ke y rd s
wo

Pa y per C lick (PPC)

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

W bs ite
e

Affiliat e
Prog ram

Ad vertis ing

Est imate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

Ta ct ics

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

How

- Customer
Satisfaction
Surveys

em ail
Cam paign

Prom otions

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Po stca rd
Ca mp aig n
- Get M ailing
Lists fro m
Lea n
So urc es

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

Refin e NPD
Prog ra m

Wh y

Customer
Satisfaction

Are these SMART?

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws
- Ad v rtise on
e
L ea n re lated
Site s

© Profero 2013
© Profero, Inc. 2010

Initiative 6
Initiative 5

Initiative 4
Initiative 3
Initiative 2

Department 6

Target 7

Target 8

Department 3

Department 4

Department 5

Target 4

Target 5

Target 6

Key Players
Department 1

Department 2

Target 2

Target 3

Target 1

Focus 1

Focus 2

Focus 3

Focus 4

Initiative 1

Strategy 1
Very Strong
Strategy 2
Strong
Strategy 3
Weak

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Po stca rd
Ca mp aig n
- Get M ailing
Lists fro m
Lea n
So urc es

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

Refin e NPD
Prog ra m

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

Prom otio ns

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Po stca rd
Ca mp aig n
- Get M ailing
Lists fro m
Lea n
So urc es

em ail
Cam pa ign

Sea rch
Eng ine
Optim izatio n
(SEO)

3. Web site
Re de sign

Ke y rd s
wo

Pa y per C lick (PPC)

How

- Ha v the
e
- Ad Opt- in pr odu ct
butto n o n
im age s
pag es and op en in a
at che ckou t se par ate
wind ow

- Add PPC
T rackin g
Co de to
Web pag es

- Su bm it
Web site to
Sea rch
- Add a
Eng ine s  Usefu l
L inks Page

- Au tom atically
Calcu late
Sh ipp ing
Cos ts
- Pag e of
Com pa nies
that use us
and a lin k
back to the ir
sites

Ad vertis ing

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

Department 5

Department 6

Target 6

Target 7

Target 8

Department 3

Department 4

Target 4

Target 5

Key Players
Department 1

Department 2

Target 1

Target 2

Target 3

Focus 1

Focus 2

Focus 3

- Tr ade
pub licatio ns
- Spon so r at
Tra de Sh ows
- Ad v rtis e on
e
Lea n re late d
Site s

Strategy 1
Very Strong

- L inks
- Su bd om ain s
with Ar ticles- Meta Tag s

Strategy 2
Strong
Strategy 3
Weak

Refin e NPD
Prog ra m

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

Initiative 6

Prom otio ns

em ail
Cam pa ign

3. Web site
Re de sign

Sea rch
Eng ine
Optim izatio n
(SEO)

Ke y rd s
wo

Pa y per C lick (PPC)

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

W bs ite
e

Affiliat e
Prog ram

Ad vertis ing

Refin e NPD
Prog ra m

Est im ate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Sp on sor at
T ra de Sho ws
- Ad v rtise on
e
L ea n re lated
Site s

4. Outs tan ding
Pr ood ucts

How

Cu sto me r
Sa tisfa ction

Are the se SM ART?

- Tr ade
p ub lication s

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

- Po stca rd
Ca mp aig n
- Get M ailing
Lists fro m
Lea n
So urc es

1 . Excee ding
Cu stom er s'
Ex ectatio ns ,
p
Ou tsta ndin g Ser v
ice

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

3. Ou tstan ding
Sta ffing a nd
F acilities
Environ me nt

2 . Fan tas tic
Mar ketin g

4. Ou tsta ndin g
Proo du cts

Prom otio ns

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Get M ailing
Lists fro m
Lea n
So urc es

Sea rch
Eng ine
Optim izatio n
(SEO)

4. Outs tan ding
Pr ood ucts

3. Web site
Re de sign

Ke y rd s
wo

Pa y per C lick (PPC)

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

W bs ite
e

Affiliat e
Prog ram

Ad vertis ing

Est im ate d Co st s

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys
- Po stca rd
Ca mp aig n

em ail
Cam pa ign

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

- W at is
h
- Add PPC
- Auto m at- Keywor d
5 S? on the
Rese ar ch
Tr acking
ica lly
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
to Wha t is
Co sts
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- L inks
- Sub bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

Refin e NPD
Prog ra m

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws
- Ad v rtise on
e
L ea n re lated
Site s

5 . New Prod uct
Develo pm en t

How

Firs t L eve l St rat egie s

Initiative 3
Initiative 2

Cu sto me r
Sa tisfa ction

- Cu sto me r
Satisfa ction
Surveys

- Ad v rtise on
e
L ea n re lated
Site s

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Are the se SM ART?

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws

Initiative 5
Initiative 4

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

How

- Ke y rd
wo
Re sea rch
- Cr eate
PPC
keywor ds
tha t go
dir ectly to
pa ge

5. Ne w Prod uct
Develo pm ent

Affiliat e
Prog ram

Focus 4

Wh y

- Wha t is
5S? o n th e
Hom ep ag e
- Ad d a link
to Wha t is
5S on t he
Hom ep age
- Add th e
88 84L ean 5S on
all p age s

O bje ctiv e/G oa l

- Bu ild
Da taba se
- Get
Per mis sion
- F ind L ist of
Le an
Cha mp ions
/SSBB
- An nou nce me nts
- Pro mo tion s

Refin e NPD
Prog ra m

O bje ctiv e/G oa l

- Cus tom er
Apr reci ation
Day, etc.

- Get Ma iling
Lists from
Lea n
So urce s

Advertis ing

4 . 5S Move

W bs ite
e

Est im ate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Ad v rtise on
e
L ea n re lated
Site s

4. Outs tan ding
Pr ood ucts

- Cr ea te a
Prom o tiona l
Cale nd ar

- Voice o f
Cus tom er
Surveys
- Po stca rd
Ca mp aig n

Initiative 1

Affilia te
Pro gra m

Est ima ted Co sts

- Cu stom e r
Satisfa ction
Surveys

Initiative 3
Initiative 2

4. 5S Move

Web site

First Le ve l Str ate gie s

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Cu sto me r
Sa tisfa ction

Are the se SM ART?

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

- Ad v rtis e on
e
Lea n re late d
Site s

Initiative 5

5 . New Prod uct
Develo pm en t

Initiative 4

Pay-pe rClick (PPC)

First Le ve l Str ate gie s

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

- L inks
- Su bd om ain s
with Ar ticles- Meta Tag s

- Tr ade
pub licatio ns
- Spon so r at
Tra de Sh ows

4. Ou tsta ndin g
Proo du cts

3 . W bsite
e
Red esig n

Keywor ds

Wh y

Ad vertis ing

- Su bm it
Web site to
Sea rch
- Add a
Eng ine s  Usefu l
L inks Page

- Pag e of
Com pa nies
that use us
and a lin k
back to the ir
sites

Se ar ch
En gin e
Optim ization
(SEO )

Sec ond L eve l Str at egie s

Affiliat e
Prog ram

- Ha v the
e
- Ad Opt- in pr odu ct
butto n o n
im age s
pag es and op en in a
at che ckou t se par ate
wind ow

- Au tom atically
Calcu late
Sh ipp ing
Cos ts

Are the se SM ART?

e ma il
Cam paig n

How

O bje ctiv e/G oa l

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

W bs ite
e

- Add PPC
T rackin g
Co de to
Web pag es

- Ke y rd
wo
Re sea rch
- Cr eate
PPC
keywor ds
tha t go
dir ectly to
pa ge

Pr om otio ns

Sec ond L eve l Str at egie s

Pa y per C lick (PPC)

First Le ve l Str ate gie s

3. Web site
Re de sign

Ke y rd s
wo

Est im ate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Ad v rtise on
e
L ea n re lated
Site s

4. Outs tan ding
Pr ood ucts

How

Are the se SM ART?

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws

Sea rch
Eng ine
Optim izatio n
(SEO)

em ail
Cam pa ign

- Wha t is
5S? o n th e
Hom ep ag e
- Ad d a link
to Wha t is
5S on t he
Hom ep age
- Add th e
88 84L ean 5S on
all p age s

3. Ou tstan ding
Sta ffing a nd
F acilities
Environ me nt

2 . Fan tas tic
Mar ketin g

2 . 5S New
Pr od uct
De v lop me nt
e
( NPD) Prog ram

1. 5S Mar ketin g
Prom ot ions /
Sale s

Cu stom e r
Sa tisfacti on

Ta ct ics

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

Prom otio ns

Refin e NPD
Prog ra m

Obje ctiv e/G oa l

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Get M ailing
Lists fro m
Lea n
So urc es

Cu sto me r
Sa tisfa ction

Ta ct ics

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys
- Po stca rd
Ca mp aig n

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Advertis ing

Wh y

Est im ate d Co st s

- Cu sto me r
Satisfa ction
Surveys

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

First Le ve l Str ate gie s

Refin e NPD
Prog ra m

Affilia te
Pro gra m

Wh y

Ad vertis ing

Wh y

Affiliat e
Prog ram

W bs ite
e

Ta ct ics

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

Pa y per C lick (PPC)

Ke y rd s
wo

Sec ond L eve l Str at egie s

O bje ctiv e/G oa l

4. Outs tan ding
Pr ood ucts

3. Web site
Re de sign

Sea rch
Eng ine
Optim izatio n
(SEO)

em ail
Cam pa ign

Sec ond L eve l Str at egie s

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

Prom otio ns

Are the se SM ART?

Ta ct ics

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

How

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

Wh y

Sec ond L eve l Str at egie s

First Le ve l Str ate gie s

O bje ctiv e/G oa l

Weak

Cu sto me r
Sa tisfa ction

Web site

First Le ve l Str ate gie s

How

- Po stca rd
Ca mp aig n

- Bu ild
Da taba se
- Get
Per mis sion
- F ind L ist of
Le an
Cha mp ions
/SSBB
- An nou nce me nts
- Pro mo tion s

Strategy 3

1. 5S Ma rketin g
Prom o tions /
Sa les

4. 5S Move

Pay-pe rClick (PPC)

Keywor ds

1 . Excee ding
Cu stom er s'
Ex ectatio ns ,
p
Ou tsta ndin g Ser v
ice

Ta ct ics

Ta ct ics

- Cr ea te a
Prom o tiona l
Cale nd ar
- Cus tom er
Apr reci ation
Day, etc.

- Get Ma iling
Lists from
Lea n
So urce s

Strong

3 . W bsite
e
Red esig n

Se ar ch
En gin e
Optim ization
(SEO )

Est ima ted Co sts

- Voice o f
Cus tom er
Surveys

Very Strong

e ma il
Cam paig n

Pr om otio ns

- Cu stom e r
Satisfa ction
Surveys

Strategy 2

5 . New Prod uct
Develo pm en t

Sec ond L eve l Str at egie s

2 . 5S New
Pr od uct
De v lop me nt
e
( NPD) Prog ram

1. 5S Mar ketin g
Prom ot ions /
Sale s

Cu stom e r
Sa tisfacti on

Are the se SMART?

Strategy 1

4. Ou tsta ndin g
Proo du cts

Wh y

First Le ve l Str ate gie s
Sec ond L eve l Str at egie s

Department 5

Department 6

Target 6

Target 7

Target 8

Department 3

Department 4

Target 4

Target 5

Key Players

Department 1

Department 2

Target 1

Target 2

Target 3

Focus 1

Focus 2

Focus 3

Focus 4

Initiative 1

3. Ou tstan ding
Sta ffing a nd
F acilities
Environ me nt

2 . Fan tas tic
Mar ketin g

Ta ct ics

Initiative 4
Initiative 3
Initiative 2

1 . Excee ding
Cu stom er s'
Ex ectatio ns ,
p
Ou tsta ndin g Ser v
ice

O bje ctiv e/G oa l

Initiative 6

O bje ctiv e/G oa l

Initiative 6
Initiative 5

2 . 5S New
Pr od uct
De v lop me nt
e
( NPD) Prog ram

1. 5S Mar ketin g
Prom ot ions /
Sale s

3 . W bsite
e
Red esig n

4. 5S Move

Pr om otio ns

Ta ctic s

- Cr ea te a
Prom o tiona l
Cale nd ar

- Voice o f
Cus tom er
Surveys

- Cus tom er
Apr reci ation
Day, etc.

- Get Ma iling
Lists from
Lea n
So urce s
Strategy 1
Very Strong

Se ar ch
En gin e
Optim ization
(SEO )

Keywor ds

Pay-pe rClick (PPC)

Web site

Affilia te
Pro gra m

Advertis ing

Est ima ted Co sts

- Cu stom e r
Satisfa ction
Surveys

- Po stca rd
Ca mp aig n

e ma il
Cam paig n

- Bu ild
Da taba se
- Get
Per mis sion
- F ind L ist of
Le an
Cha mp ions
/SSBB
- An nou nce me nts
- Pro mo tion s

Refin e NPD
Prog ra m

Why

Department 5

Cu stom e r
Sa tisfacti on

Are the se SMART?

Department 6

Department 3

Department 4

Key Players

Department 1

Department 2

Target 6

Target 7

Target 8

Target 4

Target 5

Target 1

Target 2

Target 3

Focus 1

Focus 2

Focus 3

Focus 4

Se co nd Lev el St ra teg ies

Initiative 1

- Wha t is
- Ke y rd
wo
- Add PPC
5S? o n th e
T rackin g
Re sea rch
Hom ep ag e
Co de to
- Cr eate
- Ad d a link
Web pag es
PPC
to Wha t is
keywor ds
5S on t he
tha t go
Hom ep age
dir ectly to
- Add th e
pa ge
88 84L ean 5S on
all p age s
- Ha v the - Su bm it
e
- Ad Opt- in pr odu ct
Web site to
butto n o n
Sea rch
im age s
- Add a
pag es and op en in a Eng ine s  Usefu l
at che ckou t se par ate
L inks Page
wind ow

- Au tom atically
Calcu late
Sh ipp ing
Cos ts
- Pag e of
Com pa nies
that use us
and a lin k
back to the ir
sites

- Tr ade
pub licatio ns
- Spon so r at
Tra de Sh ows
- Ad v rtis e on
e
Lea n re late d
Site s

- Su b- L inks
d om ain s
with Ar ticles- Meta Tag s

Strategy 2
Strong
Strategy 3

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Get M ailing
Lists fro m
Lea n
So urc es

Sea rch
Eng ine
Optim izatio n
(SEO)

3. Web site
Re de sign

Ke y rd s
wo

Pa y per C lick (PPC)

Affiliat e
Prog ram

Ad vertis ing

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

Refin e NPD
Prog ra m

- W at is
h
- Keywor d
- Add PPC
- Auto m at5 S? on the
Tr acking
ica lly
Rese ar ch
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
Co sts
to Wha t is
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- Sub - L inks
bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Cu sto me r
Sa tisfa ction

Prom otio ns

Are the se SM ART?

- Tr ade
p ub lication s

- Crea te a
Pro mo tion al
Ca lend ar

- Voice of
Cus tom er
Surveys

- Cu stom e r
Ap rre ciatio n
Day, etc.

- Po stca rd
Ca mp aig n
- Get M ailing
Lists fro m
Lea n
So urc es

em ail
Cam pa ign

Sea rch
Eng ine
Optim izatio n
(SEO)

4. Outs tan ding
Pr ood ucts

3. Web site
Re de sign

Ke y rd s
wo

Pa y per C lick (PPC)

5. Ne w Prod uct
Develo pm ent

4 . 5S Move

W bs ite
e

Affiliat e
Prog ram

Ad vertis ing

Est im ate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Sp on sor at
T ra de Sho ws
- Ad v rtise on
e
L ea n re lated
Site s

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

How

Obje ctiv e/G oa l

4 . 5S Move

W bs ite
e

Est imate d Co st s

- Cu sto me r
Satisfa ction
Surveys

- Po stca rd
Ca mp aig n

em ail
Cam pa ign

- Bu ild
Da tab ase
- Get
Per m issio n
- F ind List o f
Le an
Ch am pion s
/SSBB
- Anno unce m ents
- Pr om otio ns

Refin e NPD
Prog ra m

Why

Prom otio ns

Ta ctic s

Cu sto me r
Sa tisfa ction

Firs t L eve l St rat egie s

5. Ne w Prod uct
Develo pm ent

Se co nd Lev el St ra teg ies

4. Outs tan ding
Pr ood ucts

How

2. 5S Ne w
Prod uct
Develop m ent
(NPD) Pro gra m

1. 5S Ma rketin g
Prom o tions /
Sa les

Are the se SMART?

Ta ctic s

3 . Outs tand ing
Staffin g an d
Facilit ies
Enviro nm en t

2. Fa nta stic
Ma rketi ng

Why

Se co nd Lev el St ra teg ies

Firs t L eve l St rat egie s

Obje ctiv e/G oa l

Weak

1 . Exce edin g
Cu stom e rs'
Ex ecta tions ,
p
Outsta nd ing Ser v
ice

- W at is
h
- Keywor d
- Add PPC
- Auto m at5 S? on the
Tr acking
ica lly
Rese ar ch
Ho m epa ge
Cod e to
Ca lcula te
- Crea te
- Add a link
Webp age s
Ship pin g
PPC
Co sts
to Wha t is
ke y rds
wo
5S on the
- Pa ge of
th at go
Hom e pag e
Co m pan ies
d irectly to
- Add the
th at u se u s
p age
8 88a nd a link
4 Lea n5 S o n
b ack to their
a ll pa ges
s ites
- Have th e - Sub mit
- Ad Op t-in p ro duct
Webs ite to
- Sub - L inks
bu tton on
Sear ch
im a ges
- Add a
do m ains
pa ges an d o pe n in a
Engin es
Us eful
with Article s- M eta T ags
at ch ecko ut s ep ara te
Lin ks Pa ge
win do w

- Tr ade
p ub lication s
- Sp on sor at
T ra de Sho ws
- Ad v rtise on
e
L ea n re lated
Site s

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© Profero, Inc. 2010

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Hoshin Kanri 1-day workshop - Handout - AME Conference Toronto 2013

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  • 25. ¤¨¥ §¦ ¥¤£ ¢¡  Organization Profile: Environment, Relationships, and Challenges 2. Strategic Planning Strengths 5. Human Resource Focus 7. Business Results 1. Leadership Weaknesses 3. Customer Focus Internal Success Factors 6. Process Management 4. Measurement, Analysis and Knowledge Management Strategy New Entrants Opportunities Suppliers Rivalry External Success Factors Buyers Threats Substitutes © Profero 2013 © Profero, Inc. 2010 Internal $#%(%)'33) %#a) 0 #)% ¡ 7I'A'(48#% 5# $)#82')3 %$'8 )#5' $% #)4W   $A#(( 48 I(%#a) Q ' P $#$$#(a # S $%( )%$('8 %#I2G %(#)) ¡ %(#A % '%( I(33 % %' S 0#%$7$ )#%30' • • • © Profero 2013 © Profero, Inc. 2010 © • • • I((( AX • • $#89)#$ 2#22 #A 9 #$ #)8( V $I()#' %(#))8 2(#%U $4%I(#)% • • • External 25
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  • 35. 35 © © Profero 2013 © Profero, Inc. 2010 8 @9 7 @ 89 ¡D U EI P IC DG CI P Pbd C FG @ @ 8@ @ @ I Y F PC F D bE qEp F P C F cI @ @ 8 @ G aCb FE FEI a C F Y dC c A GC GC bpEdX 8 8@ @ 8 @9 e C F FG a IC CU dC c W bE I Y FCG Y FE a Td 8@ @ 8 @ 9@9 @  D bE ¤DI Y FC GC qU X cPPET DI X F 8 8 8@ pp a GC D bE @ @ h@ @ Y F FDCT C F d¡EGYU F iGEXCI VbGdCI Y F D ¢   @ • • • • • © Profero 2013 © Profero, Inc. 2010 It is five years in the future, we are wildly successful. What do we look like? How did we get here? fffffffffffffffffffffffffffffffffffff fffffffffffffffffffffffffffffffffffff @ @9@ 8 GC DdUC W Tp Y C F FG F FD @ 8@ @ @9@ 8 @ @ G aC IdC c F IU IC aCp X FG F FD Y F D @ @ 9 8 © Id Fd W Y F IC FDGE I   • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 36. 36 © © Profero 2013 © Profero, Inc. 2010 C ¥  %6 ( #¨ 21$  1$%   ¢ !% '!4 %1'6!% #%4 ©   $0(20! 21$ 1 %!$ ¨ 3 %!%¡ 1%% #%£ ) ¡ %1'6!% #%4 6$!$'4 3#'1' %¡ #   6 !  1'2$% %¡ # %  • • • © Profero 2013 © Profero, Inc. 2010  !%2$%¡ %¡ # !  %6$1 % #$%!( 30 # $ %0£'   56' ¡ © 30 #1%!!¨(¥ %¡ # % ¢ 6% ¤ 2%2%%1 ' % #$2'0  1 ¡  % #$('05¨2 31$ % ¢ 6%  $% 2' !$0'6'  ! %'0 %¡ # 5¨ ! 21$ %E'1$! 6$% # $   • • • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 37. 37 © © Profero 2013 © Profero, Inc. 2010 None = Zero Gap World Class =10 © Profero 2013 © Profero, Inc. 2010 • #aA 7#4% )#9# #)#45 $%'2 )#4% #8 A3 ( 8 7#4W • #)#4% #)'0 6 #8 A3 ( 8 7#4% %8#  G $ (' 7AI(')%$ 7)#9 A## 7#4% )' %' 0#4% 2 #)3$ ( 8 7#4W 7 ¡ 7 • `¤ 4%)'5 $ %'2 48 #Y $%'2 (#% V (#9I $ )#G 0#0 0 #% 48 2'4%# ¤¤ ¡ #I( ) 2( #I )#9 #4% % a'' `  (Y $0#%$7$ I(a( ) ¡ )#4%' )' 2'4%#0 ¤¤ % #) '7 #)#45 ' ('% 82( 2''I #9I AA5 6 % %(#$#)3 $)#G 0#0 0 #% #4% (' 2#$ G 2( #9%8#  G $ V $ $4% 4I'4% (#9 ) 7 • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
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  • 39. 39 © © Profero 2013 © Profero, Inc. 2010 Outcome  %' #'! '!5 5 # %¡ # 1  ¨ 1% 1 ( £ % ¢%'¡($ # ¨6 6$% # %¡  5$ 21$  !% ¢'!2 #$ 1  ¨( #  6% #' ¡('¡ %1'6!% #%2 C  ¨  50%¡  %6 ( #¨ ¥  1$%  !% ¢'!4 21$  '  30$1 5$¡ 1'  • • • Means Driver © Profero 2013 © Profero, Inc. 2010 $#0'8%) 2( Q Q 6 $( # $)#9) #(0)#%# #9%8#  G $ %) 3 2( %(#0I2¡ $( #0   B$%'@ 2( B$(@ A !# %'G )#9)2   B$%'@ AA %$'0A )' AA $#0'8%'   B$(@ AA %$'0A )' AA 7)'I#% 8 48 # )' B$%'@ 2( S B$(@ ' )#G 0( #4% %(' Outcome 0 outs 5 ins § § § • • • • • • Means Driver 5 outs 0 ins 2 outs 3 ins ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 40. 40 © © Profero 2013 © Profero, Inc. 2010 • • • • ¦'! #$6¢  6% #' ¡¨ !¡ #$%! £    ¡  1'¡ ¡ £   #1%6% ¢ !56'  %5 3 %(1%00%( ¦% ¡ #' %1 2 %!% 31$6 ¡ ¤ # $5 %¡ # 1' 1%$ #!%21¨ % ¢$¡ ¨ 3  % ¢' #$' #'1' !  $6 £ !%£6¨1 %¡ # 1'¡ 1' #(%5 ¦% %!% 3%¡ # #$¡ #   #0¨ %! %¡ # #% # 1 2 %! %!%¡ # 21$ %¡( 1$( 3%¡ # 1$¡ # %! 6 % #'£ # ¥ 3! #  1 ' #$E'1$! 31$ • • © Profero 2013 © Profero, Inc. 2010 ¨ ¥ ¦ ¢ ¤¤ £ ¢ @ B #0#)%U# ( '% 4%'G $#'2 % ¡%(#0#9'0 2( #I( 48 $')'I9 I(% A0%$ 2( 7I'A'#2 #)'8 2A#4 7A%4I% I(9)#$#)3 (##5%#G #8( A G 7A30$ % ($#'2 7( 30'8 7) ('$9 @ § ¤¨¥ §¦ ¥¤£ ¢¡ 
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  • 42. 42 © © Profero 2013 © Profero, Inc. 2010 Source: Merriam Webster online edition http://www.merriamwebster.com/dictionary/bold ¥B ¡¥ e¢h¥   6£3 f¢) e ¢¢2¥d 63 ¡¢ c ¢¨ 2 a6§ eg3   6£3 f¢) e R3d 63 ¡¢ c 2Q§D63 ¡¢ ¥¤ 12¢ ¨ ¡ 5¥¤ 2¢ S bR3 1¥ 2¥¤¢ ¡¨A 1B ¡ 5¥¤ 6¥ §1¢ S § Y¨ 28¥¤£ 1 DC 63 ¡¢ §X 22¨ ¢B ¡¨B 1¥ 2a6§ S ` Y¢DD¤3 Q 63 ¡¢ X A 221¢ C¨ 22£ ¢ S ¦ D C 1¥ 26¤ ¥ ¡Q 62¨B ¢¢§ S 575GVWFV U C ¢ B ¡B 1A¢B ¢2¨A 1¥ 26BA¢¤ S© 1¤¨¤A ¢ 5¥¤¨ §6 ¢¢23¨ §2D § 5¥¤¨¤B T2¨ ¨ ¡ 5¥¤ 7¡£ ¢ S¢ 6¤A 2¨ 1¥¤ S ¨ 25¥ §6 2¨ ¡D2¢ ¢¢23¨ §2D S § ¤ R¨B 1¥ 2Q £ 1©¤ 2¨ ¡D2¢ PI 63 ¡¢ 3G2F ¥ §¢¨ 2£ £ 5¤  63 E ¡1 ¥¤8 § H3G25F 9 DC £ ¢¤3 5¥9 63 E ¢ ¡¨ £ ¢¤3 5¥ 23 66¤B A# @ 598765 432 '1 ($# 0!) ( ' % $# ! © Profero 2013 © Profero, Inc. 2010 ©¤ ¨¤  §¦¥¤£ ¢ §£¥¨B¡ 3 2¤¥ §    @ B #2 %'( AA5 2#2)'8#) #8(' 0 )I 2 A 8I'A 6 6 #AG '( % 4% I()#G 0#0#) a)'5 2( #3'4 ( 4I4 0 ¡$( A3 IG #a 2# A #) #G %'( $#9A#$0#4% AA5 7AG G ')3 2( 2''AG $ (#0 )%$ '% 8I 0 '( #9 4 7#4% ¡$( A3 #A%%A '( #a @ @ 2   %0% ¨     #! % !%¡ # 00$ !%21%! 20¨ 0$  '¡ # 1' ¢%'¡($ # £ 2$%¡$  ¨ % ¢ 6 300$(' #$6$!2 00'  '¡ • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 43. 43 © © Profero 2013 © Profero, Inc. 2010 Source: Merriam Webster online edition http://www.merriamwebster.com/dictionary/goal ¢ ¦G ©¦ P (E¤# I#H 0A) ( EEP# # A F F 6¦G ¦G § # A P 22¢ E@ E D 1Q§ ¥ § £ QB ¢ ¢ ¡¨ 5¥¤ 13B ¢2¨ 2¨ ¡Q¢ 2£ 1 ' 3 §¡5 § £ QB ¢ ¡1¥¤ ¨ ¡ £ 5B ¡¨£ 1 ¡5 ¡1 8 QBA ¨ ¡ 33 §¢ § 5¥¤ ¢B §Q D¡ ¥ ¡¤ 1Q§ ¨ ¡ 1Q§ 2£ 1 ! ¢1¥¤ ¡A 2¨ ¡Q¢ ¡1 ¡5 1¢B¢ 1¤ £ Q¤£ 7 ¡1¥¤ ¨ ¡ £ 5B ¡¨£ 1 R33 §B ¢B 6¥ § 8 QBA ¨ ¡ 33 §¢ § 2Q¥ §a6§ ¡1 1A¢ 211§ ¢2¢ §5 ¢B ¡¤¨ §a ¥¤ ¢¨ 2R§3A £ Q¤£ 7 6¨ §7¡1 1Q2D¢ ¡ ¨ ¡ §2¨ § ¥ § C @ 621Q2¨¤ 6 ¢¤ 1¨ ¡DD2 £ Q¤£ 7 6¨ §7¡1 6¥ 2 2£ 1 B ¢2¢ §5 ¢A¥ 2¨ 63¤£ Q ¥¤ R3 2D§¢ 62£ Q§2¨ 2¢ ¡1 §2¨ § ¥ § ! 2Q§¨ § D¡ 1¥¤ ¡A 3 §¥¤¢¨ 21 2£ 1 7 )47 PI ¢¤3 CR¨ §6¥B ¡¢ GV@ £ ¢¤3 5¥9 23 61¤6¤B A# @ 09 V0 '1 5 (#8 A) § 7 ! 6 ©#¦¨§¦ ¦ 4¦© ¥ 0A) ( ' % # A © Profero 2013 © Profero, Inc. 2010 Source: Merriam Webster online edition http://www.merriamwebster.com/dictionary/important 2Q¥ §1¨ ¡A¢¤  D3 2¢ D ¡ 5¥¤3 22D § D¡ 2Q¥ 26¤ a2 5¥¤ a¤ 5 S U C 1¥ 25¨B 21§¥B 1¨ ¡A¢¤ S 575GVWFV © A¤£ ¢¥ ¡¤ 1§3 2¨ ¨ ¡ 1¥ 21¥ ¡Q ¥¤ 23¢ §B3 §a S 2Q¥ 2B T2¢¥ ¡Q ¨ ¡ £ 1¨ ¡7 1¥ §Q¤ D¤¥ 5¤ ¢ D¡ 2a¤ 1§Q¤ 6¥¤ ¨ ¡ R¢ 628¨ §¢ S¤ R¨B 1¥ 2Q £ 1`¤ PI ¡@ c D D1§ 2¨ ¡¢ R ¤¥ 5¤ ¢ ¡1 5)27)V('8 ¡ 23A1¤ Q¤ 1¨ §A 1¥ 2¢2¨A 1W027)V('8 37027)V('8 ¥¤ 1§2 3 §a2¤ 62B ¢ ¡¨ D 157027)V('8 £ ¢¤3 5¥9 23 66¤B A# @ 598765 432 '1 ( ¤$¢ ¢ ¥ ¤ % $ # ¦ ! ¦ ©¦¨§¦ ¥ ¤¢ £¡) ¢@ ( ' %   ¡ @ ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 44. 44 © © Profero 2013 © Profero, Inc. 2010 3$$ #¡'!  !% 1$ %¡ # !% ¢ ( '2 # 1 #¡'6 ¨ 0% ¢%0   ¢¤ ¡  £ ¡ # ! 0% ¢%0 ¡'¡ # § 0% ¢%0 ¡'¡ #'   © 0$%! ! 1'1'¡ # 0¨ ¡ ' ¡ ¡ #1%6% ¢ !56'  ¨ ¨1' #1 ( 1 ' 1% #¦% 1$ # ¨   #'   %¨$ ¢ #'  ' ! 1' 1 #'   ¤ 2%!¨ $%6 %£ #' 1$ ¤ #' 1 ! 300$¨ #($ % 1$ • • • • • • • © Profero 2013 © Profero, Inc. 2010 @ `GC PGEqIC a 9@ 8 9 9@ @ 8 8 X CF D YF I F Y FE FG FICT E FDC ¦ • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 45. ¤¨¥ §¦ ¥¤£ ¢¡  @8 D p D 8 9 bG DGCE FC CIT APGE @ I8 F q 9@ @9 @ @ TCp b FDcD FG @ @ @7 UE I D!FUdbCIT a • £ • 8 A A ¢¢¢ ¢¢¢ ¥¤ G Y F @ 8@ @ @ @ 8 I F I P dG I bG 8 @ 8@ £¢¡ G Y F I F I P 89 GE PI GCE FdXEI FGCU 8 @ Y FE a Gd   cX @ @ @ 8 @ D UE I D A pX E Aa G @@ @ 9 @ @ IY F G E I F • © Profero 2013 © Profero, Inc. 2010 • Main Tactical Improvement Initiatives or Projects Team Group Health Insurance 5S New Product Development (NPD) Program 5S Marketing / Promotions / Sales 5S Website Redesign 5S Move 5 2 1 3 4 Management/Operations Order Fulfillment Purchasing Customer Service New Product Development Marketing / Promotions/ / Sales Website / IT Accounting Sales Delivery of Services Training Preparation Measurement Metrics (Balanced Scorecard) Strategy Maps Targets Metrics Balanced Score Card / Metrics Correlation Matrix / Gap Analysis / Driver-Means-Outcome Review / Environmental Scan / SWOT / Increase 5S Supply Revenue to $250,000 Customer satisfaction ratings of 4.5 or higher Greater than 99% on-time delivery 12 inventory turns per year 100% moved into new location 100% Go-live with website 5S Training for all staff Initiatives Projects Tree Diagram / Process Decision Program Chart Vision-Mission-Values / Brainstorm / Af finity Strategic Initiatives F C I I I I L Focus Strategies 3-5 Focus Strategic Goals for Planning Year (Short-term, 1-year) 4 Outstanding Products 1 Exceeding Customer Expectations / Outstanding Service 2 Fantastic Marketing 5 New Product Development 3 Outstanding Staffing and Facilities Environment Profero Marketing and Sales Conferences and Seminars Profero NPD/Update Materials Value Stream Mapping Basics Beyond Book Increase 5S Supply Revenue Make 5S Supply a great place to work Parties or Departments Correlation Legend Relationship Team Very Strong Leader Important Member Weak Participant Breakthrough Strategies (Long-term, 3-5 years) F C I L Balanced Scorecard Financial Customer Internal Processes Learning Growth © Profero 2013 © Profero, Inc. 2010 © •  %('! #$6  %0 3#  #1%!% '2 £ 31$6 %!$ %!%¡  1 ' '(%2 !% ##%£ # 2$%0 00' #$¡ #  1 ' #(%  1%% #%£ ¡ 1 ' #($!% #1' %¡ #  ' #  2 ¡ #%6 !%¡ # 6 !   #!$5$ 1'11$05 1'¡    #%   50%¡ #$¡ #  1'¡ # £ 1'$6 %¡ # %1  '  '¡ • 45
  • 46. 46 © © Profero 2013 © Profero, Inc. 2010 Very Strong Strong Weak Strategic Initiatives Key Players Targets Metrics Focus Strategies Initiatives Projects © Profero 2013 © Profero, Inc. 2010 9@ @ @ Y F IC W DG D @ 89 @ @ @ 9 @ 8 9 C F GCE DI IE Y F QE C FDdU D EG T CU q 89 @ @ 8 8 gh cG   i@QE9C FDdU G Y F QEbI bG F @ @ @ DGCE FU D FG I WWEb @ 8 @ 89   @ @ @ 8 @ @ Y D UEI F V p p I Y FC bG p p TC @ @ @ 8 @ 8 @ @ @ 8 e F D DE FE IC W X DGCE F I FE p I D D q F F @ 8 8 @ 8 89   @ UGC F pp GE b ppE W FCG cpp d Dd DE SEI F V Y ¢ ¢ • • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 47. ¤¨¥ §¦ ¥¤£ ¢¡  Initiative 6 Initiative 5 Initiative 4 Department 5 Department 6 Key Players Department 1 Department 2 Department 3 Department 4 Target 8 Target 4 Target 5 Target 6 Target 7 Focus 4 Focus 3 Focus 2 Focus 1 Target 1 Target 2 Target 3 Initiative 3 Initiative 2 Initiative 1 Strategy 1 Very Strong Strong Weak Strategy 2 Strategy 3 © Profero 2013 © Profero, Inc. 2010 ¨ 3 6% #' ¡¨ !¡ #$%!£ ¡ ¡($% ! !%£6%6% • 7,000 •   #(%   !5 % %¡ # 00$ % #%056 ( #  %(!¨  %! %¡ # % ¢$¡ ¨ 3 4   $ #  2%!21¨¡ 1'22$ %!$ ¨ 3 22$ 5 Strategic Initiatives 6,300 with 3 Focused strategies each and 5,000 4 Projects for each strategy 7 4,000 categories of action items for each project 3,000 15 action items for category • § ¢ ¡ ©¥ ¦   ¦ ¨ ¦ § ¦ © For each Strategic Initiative you 1,000 add, there are 1,260 additional 420 Action Items 5 15 60 0 6,000 2,000 ¡¡ © Profero 2013 © Profero, Inc. 2010 47 © D  6% #' 1 ' #($
  • 48. 48 © © Profero 2013 © Profero, Inc. 2010 (In about a year!) They want to solve all the organization’s problems mentality “Boil the Ocean” sometimes takes the Top management © Profero 2013 © Profero, Inc. 2010 $#$ #)8#2 $$#88$ ' #8( 48 )'7 22 '7 6 %8#  ')3 48 # )' $%8#  ')3 I ( % #A30'8 % A$$#88$ ¤ #) '7 % 4 2#2##( #) $%)'# %$#G (#45 %'( %G 6 #A') $% $ 4 I(a$ %1%A #8(#AA#8U# 4%5 #0% % I(4% # ( ' ' 2 7A ( ' ( 8 #A 3 ' # 3 P % 4% (5'4$ #9 4 $#2% • • • Number of Projects 0% 10% 20% 30% 40% 50% 60% 70% 80% ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 49. 49 © © Profero 2013 2010 © Profero, Inc. ¢ 9 dC c IC W qIC a FY PE DEY F aCY qGEY @ @ @ ¡ FG I WWEb X ppE a 89   8 @ @ @ SEI V IdC c   D F pE F b Y F GE FDCp F P F¤GC @ @ 8 gh GCE DI ib QE FEG • • • © Profero 2013 © Profero, Inc. 2010 Specific items 2% ¨( 21$ (' # '0$%! % 0¨   %((¨  %£ # !¨(( #  %1$¡( 0$ #1%6%!(1' 00$6   21$ ¨ ¡ # 1% ¢% !  2%!21¨¡  %$ # #' % ¢' #$' #'1' %!$0 ¡ 3!% ¢% ! #$¡ # %E'0$% • • Projects/Events Strategic Level ¤¨¥ §¦ ¥¤£ ¢¡ 
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  • 52. 52 © © Profero 2013 © Profero, Inc. 2010 £ #1$5'(' #!$) © )¥ ¥ £  !%£6% © ¥ !%2$% 2%2%%1 ' %£ 1$( #¨£  0$¨2' ¢'21' £  %6$1 # 1 300$('5 3  5¨ ! !   #1%6 #!$5%2 %  • • • © Profero 2013 © Profero, Inc. 2010 • ¡($ !55$ 2!$(%! ( £ 2%(1$0$ $ ! 3! • %(' ¢!% 3!% ¢'0%4 ¡   ¤ 3 $¨ # #'0 %2¨0(1 • 2!$ £¡ $4 1 ' #$E'1$! ¥ ! % 1%  %$6 # ¨ ¡ %6' #0$% 1'$ 1'2$%   • • ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 53. 53 © © Profero 2013 © Profero, Inc. 2010 %E'6 # ¨( 1%¡ # %E'2!$21$ #  1 ' #5'!( %4 ¤ ¤ 4  ! ¡  1'1$ ¥ ¤ 1 '  ' 1 ' ' 1 ' #$6! 1' 0¨ 50%¡ 0$1 ' #'22 • • • • • • © Profero 2013 © Profero, Inc. 2010 ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 54. 54 © © Profero 2013 © Profero, Inc. 2010 @ @ 8 D E P F I FD @ 89   @ 8 g TC F Y F Y FE a SEI F V Y F GE ppE W C F FI F • © Profero 2013 © Profero, Inc. 2010 ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 55. 55 © © Profero 2013 © Profero, Inc. 2010 ¢¤¢¡§£ £¢¡   ¢ @ % B $%A$#) ('00'8( ( %% ' #A3'#3 ('00'8 $5'AA % 4% A# #4% $ % $#9%8#  G ' A ('% ( I)' 2) 5'% $%(#04$A30'88 A 292( %8#)2 '% 7%AG #4W ('$9 ('00'8 2) 5'% )#4%#I'% a)'5 '% 7%AG #4% $ a)'50 #W @ 2 @ @ © Profero 2013 © Profero, Inc. 2010 @ 89@ cp Id F IT @ 8 @ 8 8@ 8 GCTd b FU IC FDCp FCG I D bE bCC P c a DEY 8 8 @ 8 8 bI CX PGEGG pT IdC c GC FE U pT bG @ 8 @ 89 8@ IC WGE IC FCG FE VFDCT GC FE FEI a GCE F bE 8@ 8 @9 8 8@ @ Y dC c E FcG I c Y F FdCY PdCIY bCC P • ¢ • ¢ ¤¨¥ §¦ ¥¤£ ¢¡ 
  • 56. 56 © © Profero 2013 © Profero, Inc. 2010 • % #$ #  %!¨ #¨ £ # % #$ #  #1%!!¨( 6 ! #% # 1' 3! # %!$ ¨ • 30 #1%!!¨(1 ( © ! !%2! 1' 1%$ # %£ # 2%%1  5% #  #$¡ • %!¨  # 1 2 © # 2!$¡ ! #($ 1' #'6'0 %¡ #  ' 5% #  ¡('¡ • § !%00' $%2'¥ %¡ # %6 (%£   # 1  % 2 #' #$¡ #   5% #  #$¡ # 1  ¨( • §00$£¡( #$(¥ 3$05 ¡($ !55$ 6$% # %¡ # %  © Profero 2013 © Profero, Inc. 2010 • • • ¤ )4) £  6$!$'4 %%! ¤ 00$£¡( #$ !$% 3  '¡ # !  % ¢' #$' #'1' 21$   #(%   !)  %'% #$! #    ¨( %¡ # % #$%!( # 2%%1 %  % ¢' #$' #'1' ('% #$! #  0% ¢%0 5 #   %¡ # % ¢$¡ % #$¡ # • ¤¨¥ §¦ ¥¤£ ¢¡ 
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  • 61. #¦%1  ('! #%6 21$  %!¨ $%6 © #1$ #! 56' 22$ 00' %  %' #!$5 % #$'!5 !55$ 1%% #%£ ¡($%!  '  ¨ 1% 1 ( 21$ #¨ 2%¡ ¨0 %!$  % ¢' #$' #'1' 0' #1¨ 1 2 21$ 5¨ %0( 3( ¤ ¤ 00$£¡( #$ %¡ # %¨1' #1 1. Exceeding Customers' Expectations , Outstanding Service 3. Outstanding Staffing and Facilities Environment 2. Fantastic Marketing 4. Outstanding Prooducts 5. New Product Development How Initiative 6 Initiative 5 First Level Strategies Initiative 4 Initiative 3 Department 5 3. Webs ite Redes ign 4. 5S Move Department 6 Target 6 Target 7 Target 8 Department 3 Target 4 Target 5 Key Players Department 1 Department 2 Target 1 Target 2 1. 5S Marketing Prom otions / Sales Target 3 Focus 1 Focus 2 Focus 3 Second Level Strategies Focus 4 Initiative 1 Department 4 2. 5S New Product Development (NPD) Program Initiative 2 Strategy 1 Very Strong Strategy 2 Search Engine Opti mizati on (SEO) Strong Strategy 3 1 . Exce ed in g C us to mer s' Expe cta tio ns , Ou ts tan di ng Ser vice e mai l Ca mp aig n 3. Web si te Red e sig n Sea rch Eng ine Op timiza tio n (SEO) Keyw or ds Pay- pe rC lick (PPC) 5 . N ew Pro du ct D eve lop me nt 4 . 5 S Mo ve Web s ite Affil iate Pro gr am Adve rti sin g - C us to mer A r re cia tion p Da y, et c. - Po st car d Ca mpa ig n - Advertis e on Lean related Sites - Links - Subdomains wi th Arti cles - Meta Tags - Bu ild D at ab as e - Ge t Pe rm iss io n - Fin d Lis t o f L ea n Ch a mpio n s /SSBB - An no un ce me nts - Pro motio n s - Wh at i s - Ad d PPC - Ke ywo rd 5 S? on th e Re se ar ch Tr ac kin g H ome p ag e Co de to - Cr ea te Web p ag es - A d a lin k d PPC to Wh at is ke ywo rd s 5 S on th e th a t go Ho me pa ge d ire ctly t o - Add th e p ag e 8 8 84 L ea n5 S o n a ll p a ge s - H ave the - Sub mit - A Op t-in pr od uc t d We bs ite to b utto n on imag e s Se ar ch -A da d p ag es a nd op en in a En gin e s Us efu l a t ch eck ou t se pa ra te L in ks Pa ge win do w - A to matu ica lly Ca lcu la te Sh ipp in g Co s ts - Pag e of C omp an ie s th a t us e us a nd a lin k b ac k to th eir s ite s - Tra de pu bli cat ion s - Sp on so r at Tr ad e Sh o ws First Le ve l Str ate gie s - Cr ea te a Pr omo tio na l C ale n da r - Voic e o f C us to mer Su r v ys e - Get Ma ilin g L ists fr om L ea n So ur ces - Subm it Websi te to Search - Add a Engines Useful Links Page Ref ine NPD Pro gr a m E st imat ed Cost s - Cu st ome r Sa tis fac tion Su rve ys - Trade publications - Sponsor at Trade Shows - Page of Companies that use us and a li nk back to their si tes O bje ctiv e/G oa l Pro mo tio ns Refine NPD Program Advertising - Automatically Calculate Shipping Costs - Adve rti se on Le an r ela te d Sites - L in ks - Su b do ma ins with Artic les - Met a Tag s Sec ond L eve l Str at egie s Cu sto me r Sa tisfa ctio n - Add PPC Tracking Code to Webpages - Keyword Research - Create PPC keywords that go directly to page - Have the - Ad Opt-in product button on im ages pages and open in a at checkout separate window H w o 4 . Ou tst an din g Pr oo d uct s - What is 5S? on the Hom epage - Add a link to What is 5S on the Hom epage - Add the 8884Lean5S on all pages - Find List of Lean Cham pions /SSBB - Announcements - Prom otions - Postcard Campaign 2 . 5S N ew P o du ct r De v lo pme n t e ( NPD ) Pr og ra m 1 . 5S Mar ke ting P o motio n s / r Sale s Are thes e SMA RT? Tac ti cs 2. Fa nta st ic Mar ke tin g - Buil d Database - Get Permi ssion - Create a Promotional Calendar - Customer Aprreci ation Day, etc. - Get Mailing Lists from Lean Sources 3 . Ou ts tan d ing Sta ffin g an d Fac ilitie s Envir on men t Affiliate Program Websi te Why Sec ond Lev el St rategies Firs t Level Strat egies Object ive/Goal Tactics - Voice of Customer Surveys Pay-perCli ck (PPC) Keywords Why Weak Estimated Costs 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Cu sto me r Sa tisfa ction 4. Outs tan ding Pr ood ucts 3. Web site Re de sign Sea rch Eng ine Optim izatio n (SEO) em ail Cam pa ign Prom otio ns Are the se SMART? Ke y rd s wo Pa y per C lick (PPC) 5. Ne w Prod uct Develo pm ent 4 . 5S Move W bs ite e Affiliat e Prog ram Ad vertis ing Est imate d Co st s - Cu sto me r Satisfa ction Surveys - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys Ta ct ics 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng How - Customer Satisfaction Surveys em ail Cam paign Prom otions - Cu stom e r Ap rre ciatio n Day, etc. - Po stca rd Ca mp aig n - Get M ailing Lists fro m Lea n So urc es - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns Refin e NPD Prog ra m Wh y Customer Satisfaction Are these SMART? - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w - Tr ade p ub lication s - Sp on sor at T ra de Sho ws - Ad v rtise on e L ea n re lated Site s © Profero 2013 © Profero, Inc. 2010 Initiative 6 Initiative 5 Initiative 4 Initiative 3 Initiative 2 Department 6 Target 7 Target 8 Department 3 Department 4 Department 5 Target 4 Target 5 Target 6 Key Players Department 1 Department 2 Target 2 Target 3 Target 1 Focus 1 Focus 2 Focus 3 Focus 4 Initiative 1 Strategy 1 Very Strong Strategy 2 Strong Strategy 3 Weak - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Cu stom e r Ap rre ciatio n Day, etc. - Po stca rd Ca mp aig n - Get M ailing Lists fro m Lea n So urc es - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns Refin e NPD Prog ra m - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w Prom otio ns - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Cu stom e r Ap rre ciatio n Day, etc. - Po stca rd Ca mp aig n - Get M ailing Lists fro m Lea n So urc es em ail Cam pa ign Sea rch Eng ine Optim izatio n (SEO) 3. Web site Re de sign Ke y rd s wo Pa y per C lick (PPC) How - Ha v the e - Ad Opt- in pr odu ct butto n o n im age s pag es and op en in a at che ckou t se par ate wind ow - Add PPC T rackin g Co de to Web pag es - Su bm it Web site to Sea rch - Add a Eng ine s Usefu l L inks Page - Au tom atically Calcu late Sh ipp ing Cos ts - Pag e of Com pa nies that use us and a lin k back to the ir sites Ad vertis ing - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w Department 5 Department 6 Target 6 Target 7 Target 8 Department 3 Department 4 Target 4 Target 5 Key Players Department 1 Department 2 Target 1 Target 2 Target 3 Focus 1 Focus 2 Focus 3 - Tr ade pub licatio ns - Spon so r at Tra de Sh ows - Ad v rtis e on e Lea n re late d Site s Strategy 1 Very Strong - L inks - Su bd om ain s with Ar ticles- Meta Tag s Strategy 2 Strong Strategy 3 Weak Refin e NPD Prog ra m 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice Initiative 6 Prom otio ns em ail Cam pa ign 3. Web site Re de sign Sea rch Eng ine Optim izatio n (SEO) Ke y rd s wo Pa y per C lick (PPC) 5. Ne w Prod uct Develo pm ent 4 . 5S Move W bs ite e Affiliat e Prog ram Ad vertis ing Refin e NPD Prog ra m Est im ate d Co st s - Cu sto me r Satisfa ction Surveys - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Cu stom e r Ap rre ciatio n Day, etc. - Sp on sor at T ra de Sho ws - Ad v rtise on e L ea n re lated Site s 4. Outs tan ding Pr ood ucts How Cu sto me r Sa tisfa ction Are the se SM ART? - Tr ade p ub lication s 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les - Po stca rd Ca mp aig n - Get M ailing Lists fro m Lea n So urc es 1 . Excee ding Cu stom er s' Ex ectatio ns , p Ou tsta ndin g Ser v ice - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w 3. Ou tstan ding Sta ffing a nd F acilities Environ me nt 2 . Fan tas tic Mar ketin g 4. Ou tsta ndin g Proo du cts Prom otio ns - Cu stom e r Ap rre ciatio n Day, etc. - Get M ailing Lists fro m Lea n So urc es Sea rch Eng ine Optim izatio n (SEO) 4. Outs tan ding Pr ood ucts 3. Web site Re de sign Ke y rd s wo Pa y per C lick (PPC) 5. Ne w Prod uct Develo pm ent 4 . 5S Move W bs ite e Affiliat e Prog ram Ad vertis ing Est im ate d Co st s - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Po stca rd Ca mp aig n em ail Cam pa ign - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns - W at is h - Add PPC - Auto m at- Keywor d 5 S? on the Rese ar ch Tr acking ica lly Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC to Wha t is Co sts ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - L inks - Sub bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w Refin e NPD Prog ra m - Tr ade p ub lication s - Sp on sor at T ra de Sho ws - Ad v rtise on e L ea n re lated Site s 5 . New Prod uct Develo pm en t How Firs t L eve l St rat egie s Initiative 3 Initiative 2 Cu sto me r Sa tisfa ction - Cu sto me r Satisfa ction Surveys - Ad v rtise on e L ea n re lated Site s 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Are the se SM ART? - Tr ade p ub lication s - Sp on sor at T ra de Sho ws Initiative 5 Initiative 4 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice How - Ke y rd wo Re sea rch - Cr eate PPC keywor ds tha t go dir ectly to pa ge 5. Ne w Prod uct Develo pm ent Affiliat e Prog ram Focus 4 Wh y - Wha t is 5S? o n th e Hom ep ag e - Ad d a link to Wha t is 5S on t he Hom ep age - Add th e 88 84L ean 5S on all p age s O bje ctiv e/G oa l - Bu ild Da taba se - Get Per mis sion - F ind L ist of Le an Cha mp ions /SSBB - An nou nce me nts - Pro mo tion s Refin e NPD Prog ra m O bje ctiv e/G oa l - Cus tom er Apr reci ation Day, etc. - Get Ma iling Lists from Lea n So urce s Advertis ing 4 . 5S Move W bs ite e Est im ate d Co st s - Cu sto me r Satisfa ction Surveys - Ad v rtise on e L ea n re lated Site s 4. Outs tan ding Pr ood ucts - Cr ea te a Prom o tiona l Cale nd ar - Voice o f Cus tom er Surveys - Po stca rd Ca mp aig n Initiative 1 Affilia te Pro gra m Est ima ted Co sts - Cu stom e r Satisfa ction Surveys Initiative 3 Initiative 2 4. 5S Move Web site First Le ve l Str ate gie s 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Cu sto me r Sa tisfa ction Are the se SM ART? - Tr ade p ub lication s - Sp on sor at T ra de Sho ws 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng - Ad v rtis e on e Lea n re late d Site s Initiative 5 5 . New Prod uct Develo pm en t Initiative 4 Pay-pe rClick (PPC) First Le ve l Str ate gie s 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice - L inks - Su bd om ain s with Ar ticles- Meta Tag s - Tr ade pub licatio ns - Spon so r at Tra de Sh ows 4. Ou tsta ndin g Proo du cts 3 . W bsite e Red esig n Keywor ds Wh y Ad vertis ing - Su bm it Web site to Sea rch - Add a Eng ine s Usefu l L inks Page - Pag e of Com pa nies that use us and a lin k back to the ir sites Se ar ch En gin e Optim ization (SEO ) Sec ond L eve l Str at egie s Affiliat e Prog ram - Ha v the e - Ad Opt- in pr odu ct butto n o n im age s pag es and op en in a at che ckou t se par ate wind ow - Au tom atically Calcu late Sh ipp ing Cos ts Are the se SM ART? e ma il Cam paig n How O bje ctiv e/G oa l 5. Ne w Prod uct Develo pm ent 4 . 5S Move W bs ite e - Add PPC T rackin g Co de to Web pag es - Ke y rd wo Re sea rch - Cr eate PPC keywor ds tha t go dir ectly to pa ge Pr om otio ns Sec ond L eve l Str at egie s Pa y per C lick (PPC) First Le ve l Str ate gie s 3. Web site Re de sign Ke y rd s wo Est im ate d Co st s - Cu sto me r Satisfa ction Surveys - Ad v rtise on e L ea n re lated Site s 4. Outs tan ding Pr ood ucts How Are the se SM ART? - Tr ade p ub lication s - Sp on sor at T ra de Sho ws Sea rch Eng ine Optim izatio n (SEO) em ail Cam pa ign - Wha t is 5S? o n th e Hom ep ag e - Ad d a link to Wha t is 5S on t he Hom ep age - Add th e 88 84L ean 5S on all p age s 3. Ou tstan ding Sta ffing a nd F acilities Environ me nt 2 . Fan tas tic Mar ketin g 2 . 5S New Pr od uct De v lop me nt e ( NPD) Prog ram 1. 5S Mar ketin g Prom ot ions / Sale s Cu stom e r Sa tisfacti on Ta ct ics - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns Prom otio ns Refin e NPD Prog ra m Obje ctiv e/G oa l - Cu stom e r Ap rre ciatio n Day, etc. - Get M ailing Lists fro m Lea n So urc es Cu sto me r Sa tisfa ction Ta ct ics - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Po stca rd Ca mp aig n 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Advertis ing Wh y Est im ate d Co st s - Cu sto me r Satisfa ction Surveys 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice First Le ve l Str ate gie s Refin e NPD Prog ra m Affilia te Pro gra m Wh y Ad vertis ing Wh y Affiliat e Prog ram W bs ite e Ta ct ics 5. Ne w Prod uct Develo pm ent 4 . 5S Move Pa y per C lick (PPC) Ke y rd s wo Sec ond L eve l Str at egie s O bje ctiv e/G oa l 4. Outs tan ding Pr ood ucts 3. Web site Re de sign Sea rch Eng ine Optim izatio n (SEO) em ail Cam pa ign Sec ond L eve l Str at egie s 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m Prom otio ns Are the se SM ART? Ta ct ics 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng How 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice Wh y Sec ond L eve l Str at egie s First Le ve l Str ate gie s O bje ctiv e/G oa l Weak Cu sto me r Sa tisfa ction Web site First Le ve l Str ate gie s How - Po stca rd Ca mp aig n - Bu ild Da taba se - Get Per mis sion - F ind L ist of Le an Cha mp ions /SSBB - An nou nce me nts - Pro mo tion s Strategy 3 1. 5S Ma rketin g Prom o tions / Sa les 4. 5S Move Pay-pe rClick (PPC) Keywor ds 1 . Excee ding Cu stom er s' Ex ectatio ns , p Ou tsta ndin g Ser v ice Ta ct ics Ta ct ics - Cr ea te a Prom o tiona l Cale nd ar - Cus tom er Apr reci ation Day, etc. - Get Ma iling Lists from Lea n So urce s Strong 3 . W bsite e Red esig n Se ar ch En gin e Optim ization (SEO ) Est ima ted Co sts - Voice o f Cus tom er Surveys Very Strong e ma il Cam paig n Pr om otio ns - Cu stom e r Satisfa ction Surveys Strategy 2 5 . New Prod uct Develo pm en t Sec ond L eve l Str at egie s 2 . 5S New Pr od uct De v lop me nt e ( NPD) Prog ram 1. 5S Mar ketin g Prom ot ions / Sale s Cu stom e r Sa tisfacti on Are the se SMART? Strategy 1 4. Ou tsta ndin g Proo du cts Wh y First Le ve l Str ate gie s Sec ond L eve l Str at egie s Department 5 Department 6 Target 6 Target 7 Target 8 Department 3 Department 4 Target 4 Target 5 Key Players Department 1 Department 2 Target 1 Target 2 Target 3 Focus 1 Focus 2 Focus 3 Focus 4 Initiative 1 3. Ou tstan ding Sta ffing a nd F acilities Environ me nt 2 . Fan tas tic Mar ketin g Ta ct ics Initiative 4 Initiative 3 Initiative 2 1 . Excee ding Cu stom er s' Ex ectatio ns , p Ou tsta ndin g Ser v ice O bje ctiv e/G oa l Initiative 6 O bje ctiv e/G oa l Initiative 6 Initiative 5 2 . 5S New Pr od uct De v lop me nt e ( NPD) Prog ram 1. 5S Mar ketin g Prom ot ions / Sale s 3 . W bsite e Red esig n 4. 5S Move Pr om otio ns Ta ctic s - Cr ea te a Prom o tiona l Cale nd ar - Voice o f Cus tom er Surveys - Cus tom er Apr reci ation Day, etc. - Get Ma iling Lists from Lea n So urce s Strategy 1 Very Strong Se ar ch En gin e Optim ization (SEO ) Keywor ds Pay-pe rClick (PPC) Web site Affilia te Pro gra m Advertis ing Est ima ted Co sts - Cu stom e r Satisfa ction Surveys - Po stca rd Ca mp aig n e ma il Cam paig n - Bu ild Da taba se - Get Per mis sion - F ind L ist of Le an Cha mp ions /SSBB - An nou nce me nts - Pro mo tion s Refin e NPD Prog ra m Why Department 5 Cu stom e r Sa tisfacti on Are the se SMART? Department 6 Department 3 Department 4 Key Players Department 1 Department 2 Target 6 Target 7 Target 8 Target 4 Target 5 Target 1 Target 2 Target 3 Focus 1 Focus 2 Focus 3 Focus 4 Se co nd Lev el St ra teg ies Initiative 1 - Wha t is - Ke y rd wo - Add PPC 5S? o n th e T rackin g Re sea rch Hom ep ag e Co de to - Cr eate - Ad d a link Web pag es PPC to Wha t is keywor ds 5S on t he tha t go Hom ep age dir ectly to - Add th e pa ge 88 84L ean 5S on all p age s - Ha v the - Su bm it e - Ad Opt- in pr odu ct Web site to butto n o n Sea rch im age s - Add a pag es and op en in a Eng ine s Usefu l at che ckou t se par ate L inks Page wind ow - Au tom atically Calcu late Sh ipp ing Cos ts - Pag e of Com pa nies that use us and a lin k back to the ir sites - Tr ade pub licatio ns - Spon so r at Tra de Sh ows - Ad v rtis e on e Lea n re late d Site s - Su b- L inks d om ain s with Ar ticles- Meta Tag s Strategy 2 Strong Strategy 3 - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Cu stom e r Ap rre ciatio n Day, etc. - Get M ailing Lists fro m Lea n So urc es Sea rch Eng ine Optim izatio n (SEO) 3. Web site Re de sign Ke y rd s wo Pa y per C lick (PPC) Affiliat e Prog ram Ad vertis ing - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns Refin e NPD Prog ra m - W at is h - Keywor d - Add PPC - Auto m at5 S? on the Tr acking ica lly Rese ar ch Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC Co sts to Wha t is ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - Sub - L inks bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Cu sto me r Sa tisfa ction Prom otio ns Are the se SM ART? - Tr ade p ub lication s - Crea te a Pro mo tion al Ca lend ar - Voice of Cus tom er Surveys - Cu stom e r Ap rre ciatio n Day, etc. - Po stca rd Ca mp aig n - Get M ailing Lists fro m Lea n So urc es em ail Cam pa ign Sea rch Eng ine Optim izatio n (SEO) 4. Outs tan ding Pr ood ucts 3. Web site Re de sign Ke y rd s wo Pa y per C lick (PPC) 5. Ne w Prod uct Develo pm ent 4 . 5S Move W bs ite e Affiliat e Prog ram Ad vertis ing Est im ate d Co st s - Cu sto me r Satisfa ction Surveys - Sp on sor at T ra de Sho ws - Ad v rtise on e L ea n re lated Site s 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice How Obje ctiv e/G oa l 4 . 5S Move W bs ite e Est imate d Co st s - Cu sto me r Satisfa ction Surveys - Po stca rd Ca mp aig n em ail Cam pa ign - Bu ild Da tab ase - Get Per m issio n - F ind List o f Le an Ch am pion s /SSBB - Anno unce m ents - Pr om otio ns Refin e NPD Prog ra m Why Prom otio ns Ta ctic s Cu sto me r Sa tisfa ction Firs t L eve l St rat egie s 5. Ne w Prod uct Develo pm ent Se co nd Lev el St ra teg ies 4. Outs tan ding Pr ood ucts How 2. 5S Ne w Prod uct Develop m ent (NPD) Pro gra m 1. 5S Ma rketin g Prom o tions / Sa les Are the se SMART? Ta ctic s 3 . Outs tand ing Staffin g an d Facilit ies Enviro nm en t 2. Fa nta stic Ma rketi ng Why Se co nd Lev el St ra teg ies Firs t L eve l St rat egie s Obje ctiv e/G oa l Weak 1 . Exce edin g Cu stom e rs' Ex ecta tions , p Outsta nd ing Ser v ice - W at is h - Keywor d - Add PPC - Auto m at5 S? on the Tr acking ica lly Rese ar ch Ho m epa ge Cod e to Ca lcula te - Crea te - Add a link Webp age s Ship pin g PPC Co sts to Wha t is ke y rds wo 5S on the - Pa ge of th at go Hom e pag e Co m pan ies d irectly to - Add the th at u se u s p age 8 88a nd a link 4 Lea n5 S o n b ack to their a ll pa ges s ites - Have th e - Sub mit - Ad Op t-in p ro duct Webs ite to - Sub - L inks bu tton on Sear ch im a ges - Add a do m ains pa ges an d o pe n in a Engin es Us eful with Article s- M eta T ags at ch ecko ut s ep ara te Lin ks Pa ge win do w - Tr ade p ub lication s - Sp on sor at T ra de Sho ws - Ad v rtise on e L ea n re lated Site s © Profero 2013 © Profero, Inc. 2010 © • Objective/Goal ¤¨¥ §¦ ¥¤£ ¢¡  • 61
  • 62. 62 © © Profero 2013 © Profero, Inc. 2010 @ I Y FC @9 8 @ FG FI T b GC @ 8 @ 89   @ 8@ © c V b D X D UEI F F IU   @ 8 D E F E FEGE 8 @ @ 89   @ 8@ © c IC Y F IC W D UEI F V F IU   8 @ @ 89   @ @ dC c IC W DqIC a F Y F GC bGE W AD UEI F V p p @ @ 8@ 8 8 89 @ 8 @ @ I aCp F IU G U dC c Dc a cG I I Y £ ¢ • • • • © Profero 2013 © Profero, Inc. 2010 1 ' #$E'1$! %¡ # %E'  %¡ # 21$  %'% #$! #  £ %¡ 3#' ¦%056 ( %¡ # 1  21%5%2  !%' #  (' #($ # 21$ !%' # 21 (%  !%' # # !' #  %'% #$! #  0% ¢%0 5 # #(%11 ( # % #$%!( 21$ 1'6! # 1'$!£ %  ¨ 3  $ ¦'! #$6¢ %¡ # % #$25 6% #' #$¡ # #' # ¦'! #$6¢ % #$%!( 1$( ¨ 3  (' #($ # 21$  %'% #$! #  !%' # #¦%1 %¡ # 1'5 0% ¢%2 %!$ ¨ 3   • • • • ¤¨¥ §¦ ¥¤£ ¢¡ 
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