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10 strategies and tactics for Business Operations

What is Business Operations strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Finding the right Business Operations strategy can be daunting, especially when you're busy working on your day-to-day tasks. This is why we've curated a list of examples for your inspiration.

You can copy these examples into your preferred app, or alternatively, use Tability to stay accountable.

How to write your own Business Operations strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Business Operations strategy examples

You'll find below a list of Business Operations tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for starting a business

  • ⛳️ Strategy 1: Identify a viable business idea

    • Conduct market research to identify potential gaps in the market
    • Assess personal skills and interests to align with the business idea
    • Evaluate customer pain points and how your business can solve them
    • Analyze competitors to determine differentiating factors
    • Validate the business idea through surveys and feedback from potential customers
    • Explore trends and future possibilities in the industry
    • Define the scope and scale of the business idea
    • Test the idea with a small focus group
    • Consider intellectual property aspects and uniqueness
    • Refine the business idea based on the insights gathered

  • ⛳️ Strategy 2: Develop a comprehensive business plan

    • Outline the business mission, vision, and objectives
    • Create detailed financial projections including startup costs and revenue forecasts
    • Define target market and customer segments
    • Craft a marketing and sales strategy
    • Determine the operational plan and logistics
    • Identify necessary resources including personnel, technology, and equipment
    • Establish a timeline and milestones for business development
    • Identify potential risks and mitigation strategies
    • Include a funding and investment strategy
    • Review and revise the business plan with advisers and mentors

  • ⛳️ Strategy 3: Launch and grow the business

    • Register the business and comply with legal requirements
    • Set up a business website and social media profiles
    • Leverage online and offline marketing strategies to create brand awareness
    • Network with industry contacts and potential partners
    • Continuously gather customer feedback for improvements
    • Refine operations based on early-stage learnings
    • Establish a customer service protocol to build loyalty
    • Explore expansion opportunities and partnerships
    • Measure performance against objectives and KPIs
    • Regularly update the business plan and strategy to adapt to changes
business-ideabusiness-planentrepreneurbusiness-advisermarketing-teamoperations-team
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Strategies and tactics for increasing revenue and adopting a sustainable strategy for staff retention

  • ⛳️ Strategy 1: Enhance employee engagement

    • Conduct regular employee surveys to gather feedback and concerns
    • Develop a recognition program to reward employee achievements
    • Provide opportunities for professional development and career advancement
    • Ensure competitive compensation and benefits packages
    • Implement flexible work arrangements to support work-life balance
    • Encourage open and transparent communication at all levels
    • Organise team-building activities to strengthen relationships
    • Establish mentoring programs to offer guidance and support
    • Address grievances promptly and fairly
    • Regularly review and adjust policies to ensure they are up-to-date and employee-friendly

  • ⛳️ Strategy 2: Optimise business operations

    • Conduct a thorough analysis of current operational processes
    • Identify areas of waste or inefficiency and develop solutions to address them
    • Leverage technology to automate repetitive tasks and improve productivity
    • Streamline supply chain management to reduce costs and increase efficiency
    • Implement data-driven decision-making processes
    • Focus on customer service excellence to improve customer retention
    • Develop new revenue streams by diversifying product or service offerings
    • Partner with other businesses to create synergies and explore joint ventures
    • Regularly review pricing strategies to remain competitive in the market
    • Create a contingency plan to manage potential business disruptions

  • ⛳️ Strategy 3: Strengthen company culture

    • Define the company’s core values and ensure they are communicated to all staff
    • Lead by example and demonstrate commitment to company values
    • Hire employees who align with and embrace the company culture
    • Host regular company-wide meetings to discuss goals and achievements
    • Create a safe space for employees to provide feedback or suggest improvements
    • Encourage an inclusive environment where diversity is valued
    • Celebrate cultural diversity through events and activities
    • Promote wellness programmes that support mental and physical health
    • Create clear pathways for career growth within the company
    • Regularly assess and adapt culture-related initiatives based on feedback and results
employee-engagementbusiness-operationshr-manageroperations-managerhuman-resourcesoperations
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Strategies and tactics for improving Business Performance

  • ⛳️ Strategy 1: Conduct a comprehensive audit

    • Review website for mobile optimization and ensure all features are functional on mobile devices
    • Test website usability monthly using both phone and computer
    • Ensure the phone number is placed prominently, in bold, and is clickable
    • Update website to include visible and functional social media links
    • Schedule and execute at least two targeted email campaigns to clients each month
    • Gather data to determine consultation closing ratios and begin tracking
    • Develop a plan to implement cross promotions instead of discounting
    • Evaluate current use of Google PPC and explore optimisation options
    • Identify the average revenue from sold consultations
    • Analyse patient retention trends and set improvement goals

  • ⛳️ Strategy 2: Optimise operational efficiency

    • Schedule regular weekly or monthly staff meetings
    • Evaluate ratio of long-term versus new employees and set goals for improvement
    • Educate staff about company mission and vision through workshops
    • Design and implement a formalised consultation process
    • Review and update position descriptions for all staff members
    • Introduce team or individual bonuses based on performance metrics
    • Provide staff with complimentary treatments to encourage engagement
    • Implement an attractive retail commission structure
    • Conduct annual reviews for all employees to give feedback and set development goals
    • Create detailed Standard Operating Procedures (SOPs) for key processes

  • ⛳️ Strategy 3: Enhance financial health

    • Track annual revenue growth and set ambitious but realistic goals
    • Aim to exceed an annual revenue of $1 million if not already achieved
    • Set and monitor monthly sales targets segmented by service type
    • Develop a robust bonus structure for exceeding sales goals
    • Implement a quarterly review of all business expenses
    • Ensure labor costs remain under 30% of total income
    • Maintain marketing expenses within 5% to 15% of total income
    • Calculate and enhance marketing ROI
    • Measure staff productivity and hourly output to identify improvement areas
    • Determine current facility revenue capacity and plans for maximisation
business-operationsfinancial-performancemarketing-manageroperations-managerfinance-teammarketing-team
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Strategies and tactics for scaling businesses effectively

  • ⛳️ Strategy 1: Optimise operational efficiency

    • Conduct a thorough audit of current operations to identify bottlenecks
    • Implement process automation tools to reduce manual tasks
    • Standardise procedures and documentation for consistency
    • Invest in staff training to improve skill sets and productivity
    • Adopt scalable technology solutions to support growth
    • Regularly review and update technology infrastructure
    • Streamline supply chain management to reduce lead times
    • Utilise data analytics for better decision-making
    • Set clear performance metrics to assess operational success
    • Encourage a culture of continuous improvement within teams

  • ⛳️ Strategy 2: Expand market reach

    • Identify and analyse potential new markets
    • Develop targeted marketing campaigns specific to new demographics
    • Build strategic partnerships with local businesses in new regions
    • Invest in multilingual and culturally sensitive marketing materials
    • Leverage social media platforms to reach a broader audience
    • Optimise SEO strategy to ensure visibility in new markets
    • Attend and network at industry trade shows and exhibitions
    • Enhance online presence with a user-friendly and mobile-optimised website
    • Use customer feedback to improve product offerings
    • Monitor competitors and industry trends for strategic insights

  • ⛳️ Strategy 3: Strengthen financial management

    • Implement a robust financial planning and forecasting system
    • Regularly analyse financial statements for insights
    • Establish a budget control system to manage expenditures
    • Seek cost-effective ways to optimise resource allocation
    • Diversify revenue streams to mitigate risks
    • Maintain a healthy cash flow through strategic investments
    • Negotiate better terms with suppliers to improve margins
    • Evaluate and adjust pricing strategies for maximum profitability
    • Conduct thorough market research before making significant financial decisions
    • Establish a financial advisory team for expert guidance
scalabilitygrowthoperations-managermarketing-strategistfinance-teammarketing-team
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Strategies and tactics for opening a poultry supply business

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify potential customer segments and target market
    • Analyse competitors and assess their strengths and weaknesses
    • Evaluate market trends and demands in the poultry supply sector
    • Research local regulations and licensing requirements for a poultry business
    • Conduct surveys or interviews to understand customer needs and preferences
    • Assess the location for optimal operation and accessibility
    • Analyse price points and establish competitive pricing strategies
    • Identify potential suppliers and analyse their offerings
    • Evaluate the viability of online versus physical store presence
    • Prepare a comprehensive SWOT analysis

  • ⛳️ Strategy 2: Develop a robust business plan

    • Define clear business objectives and goals
    • Create a detailed budget and financial projections
    • Outline an organisational structure for effective management
    • Establish operational plans including inventory and logistics management
    • Develop a marketing and sales strategy to attract customers
    • Draft a detailed risk management plan
    • Include employee roles, responsibilities, and recruitment plans
    • Create customer service and satisfaction strategies
    • Plan for sustainable and environmentally friendly practices
    • Prepare an executive summary to attract potential investors

  • ⛳️ Strategy 3: Execute a targeted marketing strategy

    • Identify key marketing channels to reach the target audience
    • Develop a brand identity including logo, colour scheme, and messaging
    • Launch a user-friendly website and social media profiles
    • Create and distribute promotional materials, such as flyers and brochures
    • Implement an SEO strategy to enhance online visibility
    • Engage in community events or sponsorships to increase brand awareness
    • Utilise email marketing campaigns to engage with potential customers
    • Offer promotional deals or discounts during the launch phase
    • Partner with local farms or organisations for cross-promotions
    • Collect and analyse feedback from marketing activities to refine strategies
market-researchbusiness-planmarketing-manageroperations-managermarketing-teamresearch-team
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Strategies and tactics for enhancing Efficiency, Improving Client Engagement, and Driving Business Growth

  • ⛳️ Strategy 1: Optimise internal processes

    • Conduct a comprehensive audit of current processes to identify inefficiencies
    • Implement automation tools to streamline repetitive tasks
    • Set up a centralised system for document and data management
    • Provide training sessions on process improvement for staff
    • Create a standard operating procedure manual
    • Utilise project management software to track progress and deadlines
    • Schedule regular reviews and updates to procedures
    • Incorporate feedback loops by encouraging team suggestions
    • Establish key performance indicators to measure efficiency
    • Reduce unnecessary meetings and consolidate agenda topics

  • ⛳️ Strategy 2: Enhance client interaction

    • Implement a customer relationship management system
    • Develop personalised communication plans for clients
    • Offer regular webinars and workshops tailored to client needs
    • Collect client feedback through surveys and interviews
    • Establish a dedicated client success team
    • Utilise social media platforms to engage clients
    • Send regular updates and newsletters with valuable industry insights
    • Respond promptly to client inquiries and concerns
    • Host exclusive client events and networking opportunities
    • Provide loyalty programmes or incentives for client retention

  • ⛳️ Strategy 3: Drive business growth through strategic partnerships

    • Identify potential partners within and outside the industry
    • Develop a value proposition for potential partnerships
    • Attend industry conferences and networking events
    • Reach out to potential partners with collaborative proposals
    • Establish clear communication channels with partners
    • Draft and agree on partnership agreements with mutual benefits
    • Leverage partner networks for cross-promotion
    • Set measurable goals and track the success of partnerships
    • Evaluate and renew partnerships based on performance
    • Explore opportunities for joint ventures or co-branded products
efficiencygrowthprocess-improvement-specialistclient-success-manageroperations-teambusiness-development-team
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Strategies and tactics for developing a business growth strategy for a security company

  • ⛳️ Strategy 1: Strengthen client relationships

    • Organise quarterly review meetings with top clients to discuss service feedback
    • Implement a client loyalty program to reward long-standing partners
    • Develop a client-specific newsletter sharing industry updates and company news
    • Provide personalised security audits to clients annually
    • Invite clients to participate in a bi-annual security seminar hosted by the company
    • Establish a dedicated account manager for key clients
    • Offer exclusive early-bird access to new security technology
    • Create a listening post to monitor and action client satisfaction levels
    • Develop and present case studies or success stories involving existing clients
    • Regularly survey clients to understand their evolving security needs

  • ⛳️ Strategy 2: Expand service offerings

    • Conduct market research to identify trending security needs
    • Develop partnerships with technology providers for innovative solutions
    • Launch remote monitoring services for clients with smaller budgets
    • Offer cybersecurity assessments alongside traditional security services
    • Create a mobile app to enhance client engagement and service accessibility
    • Pilot a security drone service for large-scale sites
    • Implement a rapid response team to address urgent client security issues
    • Develop an advisory service for home secure systems targeting the residential market
    • Establish a division for consultancy on regulatory compliance in security
    • Introduce environmentally sustainable security solutions

  • ⛳️ Strategy 3: Optimise security operations management

    • Adopt a new software for scheduling and managing security personnel
    • Schedule monthly debrief meetings with security teams for performance evaluation
    • Implement real-time incident reporting tools for security personnel
    • Track and review key performance indicators for security operations monthly
    • Conduct quarterly training sessions focusing on emerging security threats
    • Integrate technology to automate routine security checks and reduce manual efforts
    • Assign a risk management officer to assess vulnerabilities periodically
    • Design a reward system for security personnel achieving excellence
    • Maintain a regular review process for security protocols and guidelines
    • Create a mentorship program pairing new managers with experienced ones
client-retentioninnovationaccount-managerrisk-management-officerbusiness-developmenttechnology-integration
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Strategies and tactics for growing cash sales and improving profitability

  • ⛳️ Strategy 1: Develop unique service offerings

    • Research and identify unique services to offer that cater to cultural and regional preferences in SADC
    • Bundle services into attractive packages at a cost advantage
    • Create a membership or loyalty program offering future discounts for repeat business
    • Partner with local florists and catering services for packaged deals
    • Offer free workshops or seminars on funeral planning to engage potential clients
    • Implement an easy, user-friendly online booking system to capture immediate sales
    • Introduce aftercare services such as grief counseling to add value
    • Offer a prepaid service plan option as a discount incentive
    • Solicit feedback from customers to continuously refine offerings
    • Develop strategic partnerships with insurance companies for integrated service offerings

  • ⛳️ Strategy 2: Enhance marketing efforts

    • Develop a comprehensive digital marketing strategy focusing on social media platforms
    • Engage in community events to build brand presence and trust
    • Create informative content on topics related to funeral services to boost SEO
    • Run targeted advertising campaigns particularly during peak seasons
    • Enhance the visibility of testimonials and case studies on your website
    • Collaborate with local influencers to reach a wider audience
    • Create educational videos explaining the benefits and process of funeral planning
    • Utilise direct mail campaigns targeting nearby residential areas
    • Encourage satisfied customers to refer friends and family
    • Implement a localised PR campaign to share company milestones and achievements

  • ⛳️ Strategy 3: Optimize operational efficiency

    • Evaluate and monitor supply chain for cost-effective suppliers
    • Implement a robust inventory management system to reduce waste and over-ordering
    • Train staff thoroughly on cost-saving practices and efficient service delivery
    • Utilise automation technologies to streamline administrative tasks
    • Conduct regular audits to identify areas for cost reduction
    • Negotiate better terms with creditors and suppliers
    • Pilot a flexible pricing model to optimise demand fluctuations
    • Establish a feedback loop with staff to garner insights on operational improvements
    • Regularly review and adjust pricing strategy to maintain competitiveness
    • Benchmark against industry best practices to drive continuous improvement
profitabilitymarketingmarketing-manageroperations-managersales-teamoperations-team
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Strategies and tactics for drawing a strategy map

  • ⛳️ Strategy 1: Identify strategic business goals

    • Conduct a strategic planning session with senior leadership
    • Analyse company vision and mission statements
    • Review current business performance and market position
    • Identify key areas of growth and development for the business
    • Set measurable KPIs for each business goal identified
    • Document at least two strategic business goals
    • Ensure business goals align with overall company objectives
    • Communicate business goals clearly to all stakeholders
    • Gather feedback from key departments on business goals
    • Finalize the two strategic business goals for the strategy map

  • ⛳️ Strategy 2: Determine people operations goals

    • Evaluate current people operations processes and outcomes
    • Identify key areas where people operations can support business goals
    • Consult with HR and team leaders to gather input
    • Set measurable KPIs for each people operation goal
    • Ensure each people operation goal is actionable and realistic
    • Document at least six people operation goals
    • Align people operation goals with overall business objectives
    • Communicate people operation goals clearly to all stakeholders
    • Gather feedback from HR and related departments on people operation goals
    • Finalise the six people operation goals for the strategy map

  • ⛳️ Strategy 3: Create the strategy map

    • Choose a visual mapping tool or template
    • Plot the two strategic business goals on the map
    • Plot the six people operation goals on the map
    • Draw lines to show the connections between people operation goals and business goals
    • Ensure each line represents a clear and logical relationship
    • Review the map with senior leadership for feedback
    • Adjust connections and goals as necessary
    • Add any additional visual aids for clarity
    • Finalise the strategy map design
    • Distribute and present the strategy map to all relevant stakeholders
interconnectednessstrategy-mapsenior-leadershipteam-leadershrstrategic-planning
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Strategies and tactics for designing a Career Strategy Map for Independent Show Promotion

  • ⛳️ Strategy 1: Build a solid foundation in the music industry

    • Volunteer or intern at local music venues to gain backstage and operations exposure
    • Participate in street teams and work part-time at events to understand different roles
    • Join local music and event planning organisations for hands-on experience
    • Gain online certifications in social media marketing and Google Analytics
    • Attend local music networking events to establish industry contacts
    • Assist in planning campus or local music events to gain event planning experience
    • Research successful local promotion strategies and align them with your goals
    • Start building a personal brand through networking and social media presence
    • Identify key mentors in the industry and seek guidance
    • Take online courses on event safety and alcohol service if required

  • ⛳️ Strategy 2: Gain experience and expand professional skills

    • Work as a venue marketing assistant or artist liaison to gain industry understanding
    • Host small DIY shows at local coffee shops or bars to build practical experience
    • Begin building an email list and social media following for your promotion brand
    • Study contract negotiation and artist rider agreements to manage shows effectively
    • Learn budgeting and profit-and-loss analysis for event financial management
    • Organise small-venue shows with a focus on emerging local artists
    • Run digital marketing campaigns for your events to improve attendance
    • Network with booking agents and budding artists for future collaborations
    • Track and analyse show performance for better strategic planning
    • Engage with other local promoters to learn through co-promotions

  • ⛳️ Strategy 3: Scale your brand towards independent promotion

    • Consistently book and organise shows at medium-capacity venues to grow your reputation
    • Secure sponsorships from local businesses to support larger events
    • Consider managing a local artist to expand contacts and experience
    • Develop partnerships with sound and lighting companies for quality events
    • Host larger monthly shows and explore opportunities in local festivals
    • Hire part-time assistants to support marketing and logistical operations
    • Optimise business processes by setting up LLC, obtaining event insurance, and systems for accounting
    • Regularly attend industry panels and workshops for continued learning
    • Maintain relationships with key stakeholders like booking agents, venue managers, and sponsors
    • Evaluate and refine business strategy based on feedback and financial performance
career-strategyindependent-promotionshow-promoterevent-plannermarketing-teamevent-operations-team
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How to track your Business Operations strategies and tactics

Having a plan is one thing, sticking to it is another.

Having a good strategy is only half the effort. You'll increase significantly your chances of success if you commit to a weekly check-in process.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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