To: The Business Unit Leaders and Directors
From: [Insert Name Here]
Re: [Insert Company Name Here] Strategic Platform
Date: [Insert Date Here]
This is a very comprehensive project that requires a great deal of thought. The outcome of this exercise will provide clarity, direction, accountability and sustainability for an already highly successful organization.
Thank you.
[Insert Name Here]
Step 1
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-Create objectives, strategies, initiatives and critical issues along with organizational charts by business unit.
-Submit your business unit draft to [Insert Name Here] by[Insert Date Here] |
Step 2 |
-Present critical issues, objectives, strategies and initiatives to the Leadership Team and Directors: [Date] 9:30 [Insert Company Name Here] 10:30 [Insert Company Name Here] 11:45 [Insert Company Name Here] 12:30 Lunch 1:00 [Insert Company Name Here] 2:15 [Insert Company Name Here] 3:30 [Insert Company Name Here] 4:45 Q & A
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Step 3 |
3a. Submit top line sales, expense budgets and profit expectations to [Insert Name Here] and [Insert Name Here] on 3/19. 3b. Submittal review by [Insert Name Here], [Insert Name Here], and [Insert Name Here] by [Insert Date Here]. 3c.[Insert Name Here] to submit back to business unit heads any adjustments to top line sales, expense budgets and profit expectations, which were agreed upon in the strategy meeting by[Insert Date Here].
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Step 4 |
Resource team begins their process of steps 1-4. (See separate schedule.)
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Step 5
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6a. Submit Final budget on hard copy by [Insert Date Here] to[Insert Name Here]. 6b. [Insert Name Here] signs off on budget proposal and major expenses from business units on [Insert Date Here]
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Step 1
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-Create the critical issues, objectives, strategies, initiatives and organizational charts by resource unit. -Submit your resource unit draft to [Insert Name Here by [Insert Date Here]. |
Step 2 |
-Present critical issues, objectives, strategies and initiatives to the Leadership Team and Directors. [Date] 9:30 Distribution 10:15 Corporate Logistics / Prop Mgnt 11:00 [Insert Name Here] Creative 11:45 Legal 12:30 Lunch 1:00 IS 1:45 HR 2:30 Accounting 3:15 im marketing 4:00 Q & A
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Step 3 |
3a. Submit budget on hard copy by [Insert Date Here] to [Insert Name Here]. 3b.[Insert Name Here] signs off on budget proposal and major expenses from resource units on [Insert Date Here]. |
Section II:
A. Provide a narrative that describes the current reality in your business unit. You should cover your year to date sales vs. plan, expense control vs. plan, and profitability vs. plan. B. Review your key indicators and analyze why you have either achieved or under achieved your indicator goal. C. Review FYE [Insert Year Here] strategies and identify the areas that we have over achieved or exceeded expectations and areas where we have under achieved expectations.
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