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These are slides from a keynote given on 2/23/14 in Orlando, Florida at the Healthcare Systems Process Improvement Conference which was organized by The Society for Health Systems.
27. The Power of Focus:
Projects Completed in One Year
80
73
70
60
• No additional
resources
• Higher quality
output
• Lower stress
50
40
30
24
20
10
0
Pre‐Focus
Post‐Focus
27
32. Creating Organization‐Wide Focus:
The Annual Work Plan
< Company Name >
2013 Priorities
2013 Goals & Objectives
1. Increase sales 5%.
3. Achieve 10% profit.
2. Achieve 50% gross margin.
4. Improve morale (metric TBD).
X = Planned
Priority
5
8
9
17
29
32
33
10
30
31
25
26
15
20
22
Content removed for confidentiality
21
● = Actual
Jan
Feb
3,500 uni ts s ol d by 12/31/2013 through a l l cha nnel s
(a pprox. $700K)
2
11
Goal or Measurable Objective
X
X
X
X
X
X
Devel op & del iver tra i ni ng to top 50 Dea l ers
X
X
X
X
X
X
X
X
Educa tion: 1 s chool di s tri ct s pec'd/underperforming
COM dis tri butor (25) by 12/31 va l ued a t mi n $35K ea ch
10 new dea lers on boa rd (net) ($500K per dea l er thi s
yea r)
5 new di s tri butors bri ngi ng $200K a nnua l rev (& 5
termi na ted)
X
X
X
X
X
Josh R?
X
X
X
X
X
X
X
X
X
X
Howa rd
Mi cha el S
X
X
X
X
X
X
X
X
X
Howa rd
X
X
Mktg Ops
3
HR
Fin
3
3
Bob
2
PE Pario
COM CDs / PD
PD
BMD SWS
Direct AMs Rec Mgmt
3
1
1
3
2
1
3
2
3
3
3
2
3
1
3
3
3
Mi ke B
3
3
2
3
3
2
X
X
X
X
X
X
X
X
X
X
Howa rd
Howa rd
2
3
X
X
X
X
X
X
X
X
X
X
Howa rd
Da na
1
3
3
X
X
X
X
X
X
X
X
X
Howa rd
Ma rk H
2
3
Howa rd
Howa rd
X
X
X
X
X
X
X
X
X
Howa rd
Howa rd
Ji m
Ra nda l l
Ji m
Jos h
X
TBD
X
X
X
TBD
Useful reporti ng a nd metri cs a re es ta bl i shed a nd i n
pl a ce
X
X
TBD
X
X
TBD
X
X
X
X
X
X
X
X
X
1
3
X
X
X
X
X
X
X
X
X
Jos h
Ji m
Sys tem 7.0's i n pl a ce
1
1
X
Sha nnon
1
Ji m
Ra nda l l
1
3
1
X
X
X
Phyl l is
1
Mi cha el M
2
Ma tt D
3
Nea l l
X
1
Da na
Da vi d R
1
1
1
1
1
1
1
1
1
1
1
1
1
3
2
Sus a n
X
3
3
Nea l l
X
3
1
Jos h
X
3
1
Mi cha el M
X
3
1
1
1
1
3
Ji m
TBD
La y out compl ete; equi pment i ns ta l led
2
X
X
30 pa rts s ourced in U.S.; compl eted pl a n for ma na gi ng
Chi na ‐s ourced pa rts
Wa rehous e l a id out; ka nba n revi s ed; Sys pro
i mplemented
Da na
Rex/Tim
X
X
Des ign cha nged to s ol ve dela m i ss ue l ong‐term
Bob
X
20 by yea r‐end
1
14
X
X
10 projects s pec'd by 12/31; $300K rev by 12/31
100% a ccura te pa yrol l ; 100% ma na gement s a ti sfa cti on
a t Apri l mgmt. meeting
Internet ta s k l is t is si mpl i fi ed a nd strea ml i ned for
PDs then pl a n is rol led out to PDs
Des ign Ca l cul a tor i s upda ted success ful l y a nd rol l ed
out
Level of Effort/Involvement Required
IT
Exec Owner
X
Competi tive Ana l ys i s compl ete a nd di stri buted for us e
13
Aug Sep Oct Nov Dec
Tactical
Owner
Bob
Mar Apr May Jun Jul
Revis ed cours e ma teri a l s by 6/30/2013
Plan review dates:
Bob
X
24
12
Created: 01‐14‐13
Revised:
1
2
3
1
1
3
3
3
2
1
X
X
X
Susa n
Sha nnon
3
X
X
X
Susa n
Sha nnon
X
X
Susa n
Da vi d R
3
2
2
3
3
X
X
X
X
X
X
2
3
3
3
3
2
3
3
3
X
3
3
1
2
2
3
32