The VELOSO Execution Excellence Process offers 4 generic steps that are applicable to any company (size, function and culture) in any industry and with any strategy.
Set clear goals and objectives.
Create a high-level business execution plan.
Nurture the necessary team commitment to execute and progress.
Conduct consistent follow-ups meetings with a steady heartbeat frequency.
Let’s take a closer look at what ActionPlanner can do for you in each of the 4 steps and how it will digitalise – not alone your execution process – but even your company culture.
When you set goals, you set a direction. Any successful transformation starts with a clear end-goal in mind. That is why we assume you have had a (strategy) processes to identify important goals and objectives and time has come to execute the plan.
This is how ActionPlanner can help your team understand, accept and align goals and objectives.
Perfectly customizable roadmap with high-level company objectives and KPIs as well as flexible user structures
All in one place that is easy accessible from everywhere for everyone (internal and external users)
Level-by-level objective and goal cascading and communication
Translate how each level will contribute to realizing the strategic intentions
Simple color-coded feedbacks to objectives, initiatives and milestones
Three dimensions to understand progress: gut-feeling, thoughts and numbers
Automatically aggregated progress reports
Visualize execution status and offer one version of the truth
Smiley KPIs
Ability to tailor make qualitative metrics and obtain a more nuanced progress picture
Once you have the business objectives clear, we need to translate them into an execution plan with initiatives, milestones and actions that can be cascaded into the organization. Getting buy-in to initiatives required to reach the goals is paramount to avoid a disconnect between the leadership agenda and what is actually executed.
By moving your action plans into their natural habitat ActionPlanner (instead of spreadsheets and presentations, you enable plans to interact with reminders and notifications and engage and empower your team weekly, if not daily.
Create agreements with initiatives, milestones and actions
Get an overview and visualization of the change agenda. Distinguish the big from the small things on the actions list
Define feedback requirements
We send you reminders when you need to deliver on promises, date changes or when people need your attention
Anyone can create and add to the execution plan
User driven cascading enables each individual to cover their needs for planning and control
Organize a part of the roadmap for “running the business” type activities
You can use ActionPlanner for executing and following-up any activity
Articulate the why and what for any initiative
Higher clarity in expectations and what the “finish line” look like. More realistic execution plans and the ability to prioritize on the fly
Add operational metrics to your initiatives
Data driven discussion about measurable progress
Role based approach (owner, responsible, supporter, creator) with approval workflow
Clarity and transparency in who drives what and what the latest status is
Align high-level objectives to day-2-day activities
Initiatives can be aligned to objectives or other initiatives. You can even align an initiative to multiple items
Once the plan is launched the super important leadership task of using the information your people have entered into ActionPlanner begins.
Here’s how we can help you and your team stay tuned in an ever-changing game.
Assign responsibilities to all activities on all levels
Transparent who is performing on what activities
Outstandings
A personalized and active (realtime updated) list of things you should be focusing on in order to keep commitments made to yourself and others
Daily compressed email is served in your inbox at 6 AM together with your coffee
Compiles the relevant information for you for the past 24 hours in a single email (no spam during the day)
Invite guests
Involve colleagues from other departments or external partners at no additional cost. Avoid getting emails with attachments
Overview reports in real-time
Transparency drives topperformer’s motivation and enables teams to help each other overcome obstacles and execute better
Role based governance model that controls user functionality on each page
Clarity in roles and responsibilities, necessary empowerment and authority in the tool
Initiative approval workflow where initiatives must be approved when assigned and completed
Clarity in expectations from the get-go to final initiative completion. Also, when you had the chance to say no, you are more committed when you say yes
Everyone uses the same tool because it covers 95% of the need of functionality for most business people
Unify the way you report, meet, learn and progress
Follow-up is the fourth and last step in the VELOSO Execution Excellence process and it insures an essential feedback loop for teams to stay on top of the many changes that happen when the plan hits reality. Like a heartbeat a team must first agree on a feedback and follow-up rhythm for the execution process to be efficient. Most teams have weekly team meetings, monthly management meetings and quarterly board meetings.
This is how we help digitalize those follow-up meetings to follow-through on the execution plan.