The strategy involves crafting a 30-60-90 day plan for an architectural and engineering design company aimed at driving growth and operational efficiency. In the initial phase, clear organizational goals are established through SWOT analysis and setting measurable objectives. This approach ensures alignment of team goals with company objectives and incorporates KPIs for performance evaluation. Examples include creating shared goal-tracking systems and involving stakeholders in decision-making.
The next phase focuses on optimizing internal processes. For instance, adopting Lean project management and leveraging software tools can streamline operations. Regular audits and fostering innovation contribute to ongoing process enhancements, such as automating repetitive tasks.
Lastly, the strategy emphasizes enhancing client engagement and satisfaction. Strategies like developing client feedback loops and employing CRM systems personalize interactions. Hosting workshops and creating newsletters keep clients engaged and informed, supporting improved client relations and advocacy.
The strategies
⛳️ Strategy 1: Establish clear organisational goals
- Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
- Define key measurable objectives for the next 90 days
- Collaborate with team leads to align their goals with organisational objectives
- Set up regular check-ins to review goal progress and pivot strategies if necessary
- Identify key performance indicators (KPIs) for assessing team performance
- Provide training sessions on goal-setting techniques and best practices
- Create a shared goal-tracking system for transparency and accountability
- Implement a feedback system to adjust action plans proactively
- Recognise and reward achievements to boost morale and motivation
- Involve stakeholders in reviewing and approving defined goals
⛳️ Strategy 2: Optimise internal processes and workflows
- Map out existing processes to identify areas of inefficiency
- Lean project management principles to streamline workflows
- Introduce dedicated software tools to automate repetitive tasks
- Conduct training sessions on new tools and technologies
- Encourage open communication to identify process bottlenecks
- Create detailed process documentation to standardise operations
- Implement regular process auditing to ensure continuous improvement
- Foster a culture of innovation by incentivising process enhancement suggestions
- Utilise data analytics to assess the impact of process changes
- Revise strategies periodically based on performance insights
⛳️ Strategy 3: Enhance client engagement and satisfaction
- Develop a client feedback loop to gather insights on service quality
- Train client-facing teams on effective communication techniques
- Set up a CRM system to personalise client interactions
- Implement quarterly client satisfaction surveys
- Organise workshops or webinars to showcase expertise and value
- Create a client-focused newsletter to maintain engagement
- Develop case studies to highlight successful project outcomes
- Regularly review and update client management strategies
- Establish a referral programme to incentivise client advocacy
- Monitor client retention rates and identify areas for improvement
Bringing accountability to your strategy
It's one thing to have a plan, it's another to stick to it. We hope that the examples above will help you get started with your own strategy, but we also know that it's easy to get lost in the day-to-day effort.
That's why we built Tability: to help you track your progress, keep your team aligned, and make sure you're always moving in the right direction.
Give it a try and see how it can help you bring accountability to your strategy.