Current State Assessment, Growth Plans & Playbooks
Do you know the current state of your operations? Does your team have the right skills to deliver the outcomes? Do you know what good looks like? And can you articulate a plan for leveling up and sustainably achieving your goals?
Current State
If you want to get somewhere different, you have to know where you are. Analyzing current processes, operating models, and challenges, and utilizing 1:1 interviews to understand the qualitative side of things will help us create a shared understanding for the current state.
Growth Plans
What are the 10 most important things we could be doing to go from point “A” to point “B”? The current state assessment will uncover immaturity in existing process or capability, and we’ll create a backlog for making improvements and enabling exponential growth.
Playbooks
What does “good” look like? How far away are we today? Using best-practices from years of experience and market analysis I’ll develop a playbook that will help your team level-up, collaborate better together, and start hitting their goals sustainably.
Story
After a global consulting firm was acquired, financial targets increased and quarterly revenue growth became a more serious game. Uncertain if the delivery-centric account leadership team was oriented properly to rise to the challenge, we sought to understand the current state. Through facilitation of 20, 2-4 hour account planning workshops over two months, we were able to get a birds-eye view of the state of our accounts, and quantify the maturity of relationship development, solutioning, delivery, and operational capabilities across the portfolio.
With our new perspective and collective experience, I developed a playbook highlighting “what good looks like” for a mature growth accounts - highlighting activities in each of the growth strategies mentioned above - relationship development, solutioning, delivery, and operations.
With a more strategic perspective on our clients, new opportunities, and new relationships to develop, I built Growth Plans for each account. Growth Plans included activities like “leverage our relationship with X to meet with Y”, or “position our solution and case study for X to Y”, or “develop relationship with partner X”. Account leaders took accountability for their Growth Plans, and I coached (one hour/week) or partnered with each to accelerate the outcomes.
Want to understand how a current state assessment, growth plans, and playbooks can help level up your team?