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EB PLANNING!!!
WHY
more
PROCESS?
Optimize Resources
Capitalize on National Strategies
Achieve Your Ambition! :D
Planning Framework
Planning Process
Ambition
Why
Planning Process
Ambition Drivers
Operation
s
Why How
Network
Planning Process
LC
FunctionsAmbition Drivers
Operation
s
Why How
Network
What
Planning Process
LC
Functions
Ambition Drivers
Operation
s
Why How
Network
What
Leadership
to the EY
Team
Purpose
Goals
Planning Process
LC
Functions
Ambition Drivers
Operation
s
Why How
Network
What
Leadership
to the EY
Team
Purpose
Goals
LCStrategy
LC Strategy
LC Strategy
Focus
Programm
e
Planning Process
LC
Functions
Ambition Drivers
Operation
s
Why How
Network
What
Leadership
to the EY
Team
Purpose
Goals
LC Strategy
LC Strategy
LC Strategy
Focus
Programm
e
∞
Planning Process
LC
Functions
Ambition Drivers
Operation
s
Why How
Network
What
LC
LC
LC
LC
LC
LC
Leadership
to the EY
Team
Purpose
Goals
LC Strategy
LC Strategy
LC Strategy
Focus
Programm
e
∞
Planning Process
LC
Functions
Ambition Drivers
Operation
s
Why How
Network
What
LC
LC
LC
LC
LC
LC
Leadership
to the EY
Team
Purpose
Goals
LC Strategy
LC Strategy
LC Strategy
Focus
Programm
e
MKT
FIN
OD
BD
IM
iGCDP
oGCDP
iGIP
oGIP
TM
∞
Planning Process
Questions?
General Framework
Important!
Important!
Process Output
Important!
Process
Presentation
Output
Important!
Process
Presentation Spreadsheet
Output
LC Strategy
HOW
Drivers • Purpose: to define the way to achieve the ambition
Prioritize!
HOW
Drivers
Prioritize!
HOW
Drivers • Focus on the ROI of the strategies
– ROI = contribution to MoS = impact
Prioritize!
HOW
Drivers • Focus on the ROI of the strategies
– ROI = contribution to MoS = impact
• Feasibility is connected to $, HR and time invested
• Maximum 3TOP strategies!
Prioritize!
HOW
Drivers • Focus on the ROI of the strategies
– ROI = contribution to MoS = impact
• Feasibility is connected to $, HR and time invested
• Maximum 3TOP strategies!
Programme as a Focus!
HOW
Drivers
FOCUS!
1 X
Programme
(max 2)
[check
capacity]
If needed review the
MoS to reflect the
focus
Programme as a Focus!
HOW
Drivers
Focus
ProgrammeTM
ICX
OGX
Finance
BD
∞
Operations
HOW
OPERATI
ONS
∞
Operations
HOW
OPERATI
ONS • Purpose: to have the exchange plan, including inner &
outer journey, for each entity project
∞
Operations
HOW
OPERATI
ONS • Purpose: to have the exchange plan, including inner &
outer journey, for each entity project
∞Inner &
Outer
Journey Plan
(ELD)
∞
Operations
HOW
OPERATI
ONS • Purpose: to have the exchange plan, including inner &
outer journey, for each entity project
∞Inner &
Outer
Journey Plan
(ELD)
Exchange
Plan
∞
Operations
HOW
OPERATI
ONS • Purpose: to have the exchange plan, including inner &
outer journey, for each entity project
∞Inner &
Outer
Journey Plan
(ELD)
Exchange
Plan
Programme
Strategies
∞
Operations
HOW
OPERATI
ONS • Purpose: to have the exchange plan, including inner &
outer journey, for each entity project
∞Inner &
Outer
Journey Plan
(ELD)
Exchange
Plan
Programme
Strategies
∞HOW
OPERATI
ONS
Inner & Outer Journey
Exchange Plan
∞HOW
OPERATI
ONS
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA RE
Member
s
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA REConversion
Member
s
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA REConversion MA Rate
Member
s
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA REConversion MA Rate RE Rate
Member
s
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA REConversion MA Rate RE Rate
Member
s
Productivity
Exchange Plan
∞HOW
OPERATI
ONS
RE Goals
(SP/IS)
(EY Partners)
Projects
Definition
Supply
Backwards
Plan
(Members,
Open, RA, MA)
Open RA MA REConversion MA Rate RE Rate
Member
s
Productivity
NPS Goals
Co-Delivery
Activities
Implementation Channel
HOW
NETWOR
K
Implementation Channel
HOW
NETWOR
K
Implementation Channel
HOW
NETWOR
K
Implementation Channel
HOW
NETWOR
K
Implementation Channel
HOW
NETWOR
K
LC Functions
WHAT
FUNCTIO
NS
MKT
FIN
OD
BD
IM
iGCDP
oGCDP
iGIP
oGIP
TM
LC Functions
WHAT
FUNCTIO
NS
MKT
FIN
OD
BD
IM
iGCDP
oGCDP
iGIP
oGIP
TM
LC Functions
1. Talent Capacity plan
2. Marketing plan
3. Financial plan
4. Calendar
WHAT
FUNCTIO
NS
MKT
FIN
OD
BD
IM
iGCDP
oGCDP
iGIP
oGIP
TM
LC Functions
1. Talent Capacity plan
2. Marketing plan
3. Financial plan
4. Calendar
WHAT
FUNCTIO
NS
MKT
FIN
OD
BD
IM
iGCDP
oGCDP
iGIP
oGIP
TM
Check specific
materials
Questions?
Thanks!

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1. planning framework