Automated strategic planning system and method

• US 20090037241A1
• Filed: 07/31/2007
• Published: 02/05/2009
• Est. Priority Date: 07/31/2007
• Status: Abandoned Application

• Current Assignee: M3 Planning, Inc.
• Original Assignee: M3 Planning, Inc.
• Inventors: Wagoner, Johnathan, Olsen, Erica J., Persson, Russell, Olsen, Howard W., Olsen, Nancy D.
• Application Number:
  US11/888,391
• Publication Number:
  US 20090037241A1
• Time in Patent Office: Days
• US Class Current: 705/7
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/06398 Performance of employee with respect to a job function
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

Various new and non-obvious apparatus and methods for creating a strategic plan for a business, implementing the strategic plan, and measuring progress towards the plan are disclosed. One of the disclosed embodiments is a guided method for creating corporate goals, and from the goals creating action items. The action items are then used to create department goals. Using the department goals, departments then set department action items. The department action items then become individual goals. The individuals then use the goals to set individual action items. The corporation can track progress by tracking progress made towards the individual action items. The individual action items are aggregated to (at least partially) produce the department scorecard. Department scorecards can then be aggregated to (at least partially) produce the corporate scorecard.

Claims

1. A computer implemented strategic planning system comprising:

A build your plan module, comprising;

corporate goals;

corporate action items;

for at least one department, department goals incorporating the corporate goals;

for the at least one department, department action items;

for at least one individual, individual goals incorporating the department action items; and

for the at least one individual, individual goals; and

An execute your plan module comprising;

for the at least the one individual, indicators of progress toward the individual action items;

for the at least the one department, indicators of progress toward the department goals;

the indicators comprising at least a portion of the indicators of progress toward the individual action items;

for the corporation, indicators of progress toward the corporate action items comprising at least a portion of the indicators of progress toward the department action items.

2. A computer-enabled method of developing and implementing a strategic plan, comprising:

using a guided strategic plan program to develop corporate goals;

using the corporate goals to develop corporate action items;

Inputting the developed corporate goals and corporate action items into a database;

using the corporate action items as department goals;

using the department goals to develop department action items;

using the department action items as individual goals;

using the individual goals to develop individual action items;

tracking progress towards individual action items to create individual scorecards;

using the individual scorecards to create department scorecards; and

using the department scorecards to create a corporate scorecard.