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Executing Your Tactical Playbook - Part 3 of a Series

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Aligning Your Technology with Business Strategy  (3 Parts)

Part Three: Executing Your Tactical Playbook

Last week we discussed how you create a Tactical Playbook for your business. This week we will focus on taking that playbook and living it out.  Living it out in the sense that we have created a plan with measurable results and we execute the plan. This plan is a month by month, week by week or a day by day plan as to how you are going to reach your goals and objectives. Hopefully, all your key employees are on board with this plan and are excited to do the stuff that reaches your company goals.

1. Step One: Set aside a meeting time for all responsible persons. In a small business this should be everyone identified on the Tactical Playbook that has responsibility for a task or a sub-project.  The frequency of these meeting should correspond the overall length of the Playbook plan. If the Plan covers a year of time then once every two weeks should be sufficient. If the Plan is shorter, then once a week may be better. If longer than a year then probably once a month will be sufficient.

2. Step Two:  We all hate meetings for meeting sake so make sure that each person on the “responsible person” list has a short update to give everyone involved. As issues arise in the conversations then be sure and identify these on the whiteboard or whatever you use in a group setting. Once everyone has given their updates then draw everyone’s attention back to whiteboard to step through the issues.

3. Step Three: Stepping back through the issues at the end of the meeting will create additional tasks that need to have dates and responsible people assigned to them. Sometimes they create complete projects with multiple tasks and people. These can all be added to the playbook.

If you have created a Technology Plan as a subset of your overall Tactical Plan, I would advise you to bring in some outside expertise. If nothing else it gives your plan some additional depth by providing outside knowledge of new products and services.

Thank you for reading this last post on “Aligning Technology with Business Plan”

If you would like to have a Business Planning Session that is led by me, Bill Stuckey, please give me a call at 479-494-0300 or click here.