Method, system and tools for performing business-related planning
First Claim
1. A method for performing business planning using a structured process, so as to provide a marketing solution to an organization, comprising the steps of:
- in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective;
in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data;
in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing candidate solutions; and
in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution.
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Abstract
A business planning technique uses a structured process for providing a marketing solution to an organization. The technique includes the steps of: (a) in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective; (b) in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data; and (c) in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing solutions; and (d) in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution. The technique uses various tools to perform the tasks defined by the structured process, such as a SWOT tool, a strategy prioritization tool, a market prioritization tool, a multi-blocker (e.g., GE 9-blocker) tool, a risk verses newness tool, etc.
166 Citations
25 Claims
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1. A method for performing business planning using a structured process, so as to provide a marketing solution to an organization, comprising the steps of:
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in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective;
in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data;
in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing candidate solutions; and
in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8)
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9. A method for performing business planning using a structured process, so as to provide a marketing solution to an organization, comprising the steps of:
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in a first principal step, chartering the process and defining its objectives on the basis of information obtained from at least one senior leader of the organization;
in a second principal step, gathering baseline information that defines the current position of the organization;
in a third principal step, developing strategy hypotheses and a data collection plan for achieving the objectives identified in the first principal step;
in a fourth principal step, collecting and analyzing previously prepared data from secondary data sources;
in a fifth principal step, collecting data from primary sources using resources that are internal to the organization;
in a sixth principal step, collecting data from primary sources that are external to the organization;
in a seventh principal step, combining and analyzing information extracted in at least the fourth through sixth principal steps;
in an eighth principal step, identifying and assessing opportunities for providing the marketing solution;
in an ninth principal step, reviewing and generating opportunities by conducting a strategic planning session with at least one senior leader of the organization;
in a tenth principal step, assessing and prioritizing the opportunities identified in the prior principal steps;
in an eleventh principal step, developing a high-level plan for carrying out the marketing solution;
in a twelfth principal step, developing a measurement system and assessing risk in connection with implementing the marketing solution;
in a thirteenth principal step, determining criteria for assessing the success of the solution and projecting the impact of changes in the organization that will be caused by the solution; and
in a fourteenth principal step, developing detailed action plans to implement the solution.
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10. A method for performing business planning so as to provide a marketing solution to an organization, comprising the steps of:
storing a kit, the kit including;
a representation of a structured process for developing the market solution, the structured process prompting a user to apply tools at specified junctures in the process;
a plurality of tools for use in performing the process;
accessing the kit; and
using the kit by performing the process specified in the kit using at least one of the tools contained in the kit, wherein the process prompts a user to perform the steps of;
in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective;
in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data;
in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing candidate solutions; and
in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution. - View Dependent Claims (11, 12, 13, 15, 16, 17, 18, 19, 20, 21, 22, 25)
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14. A kit for performing business planning so as to provide a marketing solution to an organization, comprising:
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a representation of a structured process for developing the marketing solution, the structured process prompting a user to perform tools at specified junctures in the process; and
a plurality of tools for use in performing the process, wherein the process prompts the user to perform the steps of;
in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective;
in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data;
in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing candidate solutions; and
in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution.
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23. A kit for performing business planning so as to provide a marketing solution to an organization, comprising:
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a representation of a structured process for developing the marketing solution, the structured process prompting the user to use tools at specified junctures in the process; and
a plurality of tools for use in performing the process, wherein the process prompts a user to perform the steps of;
in a first principal step, chartering the process and defining its objectives on the basis of information obtained from at least one senior leader of the organization;
in a second principal step, gathering baseline information that defines the current status of the organization;
in a third principal step, developing strategy hypotheses and a data collection plan for achieving the objectives identified in the first principal step;
in a fourth principal step, collecting and analyzing previously prepared data from secondary data sources;
in a fifth principal step, collecting data from primary sources using resources that are internal to the organization;
in a sixth principal step, collecting data from primary sources that are external to the organization;
in a seventh principal step, combining and analyzing information extracted in at least the fourth through sixth principal steps;
in an eighth principal step, identifying and assessing opportunities for providing the marketing solution;
in an ninth principal step, reviewing and generating opportunities by conducting a strategic planning session with at least one senior leader of the organization;
in a tenth principal step, assessing and prioritizing the opportunities identified in the prior principal steps;
in an eleventh principal step, developing a high-level plan for carrying out the marketing solution;
in a twelfth principal step, developing a measurement system and assessing risk in connection with implementing the marketing solution;
in a thirteenth principal step, determining criteria for assessing the success of the plan and projecting the impact of changes in the organization on the solution; and
in a fourteenth principal step, developing detailed action plans to implement the solution.
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24. A system for performing a business planning method so as to provide a marketing solution to an organization, comprising:
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a database for storing a kit, the kit including;
a structured process for developing the marketing solution, the structured process prompting a user to apply tools at specified junctures in the process;
a plurality of tools for use in performing the process;
an access device for receiving the kit and for performing the process using the access device, wherein the process prompts a user to perform the steps of;
in a first stage, chartering the process by defining its objective based on input from at least one senior leader of the organization, and developing a plan for collecting data to reach that objective;
in a second stage, gathering data pertaining to the organization'"'"'s environment from secondary and primary sources, and performing preliminary structuring and assessment of such data;
in a third stage, conducting a strategic workout session with the at least one senior leader, including developing, bundling and prioritizing solutions; and
in a fourth stage, conducting a tactical workout session, including allocating resources to implement a selected solution.
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Specification