The VELOSO Execution Excellence 4 step process:
1. Goals:
Set clear goals and objectives.
2. Plan:
Create a high-level business execution plan.
3. Commitment:
Nurture the necessary team commitment to execute and progress.
4. Follow-up:
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.
Goals
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.
Goal-setting features in ActionPlanner
Features (to support EE)
Benefits (compared to others)
Value
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)
- Real-time transparency of your business transformation on all levels and across the organization
Level-by-level objective and goal cascading and communication
Translate how each level will contribute to realizing the strategic intentions
- Align and re-align your team over time
Simple color-coded feedbacks to objectives, initiatives and milestones
Three dimensions to understand progress: gut-feeling, thoughts and numbers
- Everyone is dynamically on the same page regardless where they are located
Automatically aggregated progress reports
Visualize execution status and offer one version of the truth
- Minimize emails, PowerPoints and Excel documents passed around
Smiley KPIs
Ability to tailor make qualitative metrics and obtain a more nuanced progress picture
- Better problem solving
Goal-setting features in ActionPlanner
Features (to support EE)
- Perfectly customizable roadmap with high-level company objectives and KPIs as well as flexible user structures
- Level-by-level objective and goal cascading and communication
- Simple color-coded feedbacks to objectives, initiatives and milestones
- Automatically aggregated progress reports
- Smiley KPIs
Benefits (compared to others)
- All in one place that is easy accessible from everywhere for everyone (internal and external users)
- Translate how each level will contribute to realizing the strategic intentions
- Three dimensions to understand progress: gut-feeling, thoughts and numbers
- Visualize execution status and offer one version of the truth
- Ability to tailor make qualitative metrics and obtain a more nuanced progress picture
Value
- Real-time transparency of your business transformation on all levels and across the organization
- Align and re-align your team over time
- Everyone is dynamically on the same page regardless where they are located
- Minimize emails, PowerPoints and Excel documents passed around
- Better problem solving
Plan
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.
Here are examples of features that can support you in this phase.
Planning features in ActionPlanner
Features (to support EE)
Benefits (compared to documents)
Value
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
- No misunderstandings
- No forgetting
- Better execution
Define feedback requirements
We send you reminders when you need to deliver on promises, date changes or when people need your attention
- Minimum effort remembering when to deliver what
Anyone can create and add to the execution plan
User driven cascading enables each individual to cover their needs for planning and control
- Higher employee engagement
- Drill down options when needed
Organize a part of the roadmap for “running the business” type activities
You can use ActionPlanner for executing and following-up any activity
- Save time and money
- Gain organizational efficiency
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
- Sensemaking
- Commitment
- Higher motivation
Add operational metrics to your initiatives
Data driven discussion about measurable progress
- More efficient meetings
Role based approach (owner, responsible, supporter, creator) with approval workflow
Clarity and transparency in who drives what and what the latest status is
- High accountability
- Efficient knowledge sharing
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
- Clear alignment from company objectives operations
- Clear initiative accountability on each level
- Everyone can see how they are contributing
Plan features in ActionPlanner
Features (to support EE)
- Create agreements with initiatives, milestones and actions
- Define feedback requirements
- Anyone can create and add to the execution plan
- Organize a part of the roadmap for “running the business” type activities
- Articulate the why and what for any initiative
- Add operational metrics to your initiatives
- Role based approach (owner, responsible, supporter, creator) with approval workflow
- Align high-level objectives to day-2-day activities
Benefits (compared to others)
- Get an overview and visualization of the change agenda. Distinguish the big from the small things on the actions list
- We send you reminders when you need to deliver on promises, date changes or when people need your attention
- User driven cascading enables each individual to cover their needs for planning and control
- You can use ActionPlanner for executing and following-up any activity
- Higher clarity in expectations and what the “finish line” look like. More realistic execution plans and the ability to prioritize on the fly
- Data driven discussion about measurable progress
- Clarity and transparency in who drives what and what the latest status is.
- Initiatives can be aligned to objectives or other initiatives. You can even align an initiative to multiple items.
Value
- No misunderstandings. No forgetting. Better execution
- Minimum effort remembering when to deliver what
- Higher employee engagement. Drill down options when needed
- Save time and money. Gain organizational efficiency
- Sensemaking. Commitment. Higher motivation
- More efficient meetings
- High accountability. Efficient knowledge sharing
- Clear alignment from company objectives operations. Clear initiative accountability on each level. Everyone can see how they are contributing
Commitment
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.
Commitment features in ActionPlanner
Features (to support EE)
Benefits (compared to others)
Value
Assign responsibilities to all activities on all levels
Transparent who is performing on what activities
- High level of accountability
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
- No need to tie up mental capacity to remember stuff
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)
- Support your team becoming Successful Humans @ Work before you even hit the office
Invite guests
Involve colleagues from other departments or external partners at no additional cost. Avoid getting emails with attachments
- Save time and money
- Delegate more clearly
- Better execution
Overview reports in real-time
Transparency drives topperformer’s motivation and enables teams to help each other overcome obstacles and execute better
- When the team is successful, the company is successful
Role based governance model that controls user functionality on each page
Clarity in roles and responsibilities, necessary empowerment and authority in the tool
- Stay committed
- Stay in control of your responsibilities
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
- Efficient collaboration
- Continuous (re)alignment as reality unfolds
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
- Execution Excellence
Commitment features in ActionPlanner
Features (to support EE)
- Assign responsibilities to all activities on all levels
- Outstandings
- Daily compressed email is served in your inbox at 6 AM together with your coffee
- Invite guests
- Overview reports in realtime
- Role based governance model that controls user functionality on each page
- Initiative approval workflow where initiatives must be approved when assigned and completed
- Everyone uses the same tool because it covers 95% of the need of functionality for most business people
Benefits (compared to others)
- Transparent who is performing on what activities
- A personalized and active (realtime updated) list of things you should be focusing on in order to keep commitments made to yourself and others
- Compiles the relevant information for you for the past 24 hours in a single email (no spam during the day)
- Involve colleagues from other departments or external partners at no additional cost. Avoid getting emails with attachments
- Transparency drives top performer’s motivation and enables teams to help each other overcome obstacles and execute better
- Clarity in roles and responsibilities, necessary empowerment and authority in the tool
- 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
- Unify the way you report, meet, learn and progress
Value
- High level of accountability
- No need to tie up mental capacity to remember stuff
- Support your team becoming Successful Humans @ Work before you even hit the office
- Save time and money. Delegate more clearly. Better execution
- When the team is successful, the company is successful
- Stay committed. Stay in control of your responsibilities
- Efficient collaboration. Continuous (re)alignment as reality unfolds
- Execution Excellence
Follow up
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.
There is strength in numbers!
ActionPlanner is fundamentally building on the simple yet powerful idea that there is strength in numbers.
The perspective that our CEO & Founder, Victor Veloso offers, is how to release the power of team execution in a digital age where on the one hand agility, creativity and transformation of corporate culture is eminent and on the other hand we need to protect the individual’s personal needs in order to maintain motivation and happiness in the workplace. A challenge most organizations face.
