Backwards Planning & Strategy Planning

Overview MC Planning for Tier 2

Goal Product

and Partner

Planning

Backwards planning &

strategy planning

Implementation Planning

Backwards planning & strategy planning

Once you have your Re goals..

How do you come up with the right strategies to achieve these goals?

…You look at your current backwards plan (Re, Ma, Ra, Sign Up, No of members but also Ma-Re rate, Ra-Ma rate, Lead-

Ra rate, productivity of members)

And see where the gaps are, so you know where to improve

with strategies..!

Session Objectives

I can identify gaps in my backwards plan

to come up with grounded strategies

for growth

I understand how to come up with

strategic projects to grow programs

(involving FO and BO)

Session Objectives

Where you are: Current

State

Your ambition: Goals

With who you

are going

How to get

there?

The Steps.

1a. Assess the

current state of

the program

1b. Identify the key KPI’s you want to

improve with strategies

How to build strategies for programs.

2. Brainstorm to come up

with strategies for these KPI’s

3. Prioritize strategies Using the

Impact/Feasibility Matrix

Program

Cluster 1&2

Strategy 1 & KPI

Strategy 2 & KPI

Strategy 3 & KPI

Cluster 1

All cluster

s

Activities

Resp

The Output

Activities

Resp

Activities

Resp

Exchange

Project(s)

Exchange

Project(s)

Exchange

Project(s)

1. Assess the program current state

Past performance RMR &

SPs

SWOT analysis of program

Assess key strategies

1314

Past performance RMR &

SPs

You need to take a look at the backwards plan of your current state

See which KPI’s you want to move

Then make a backwards plan based on you realisation MoS

Take a look at the

global example

for iGIP

# of Members

in iGIP

# of Sales Meetings, or Sign-

Ups

# of Customers

# of Raises# of

Matches

# of Realization

s

5,2805,44910,95

23,653

~25,000

~8,000

3 Meet-ings/

Member

10 meet-ings/RA

3 TNs RA/Cus-tomer

50% MA Rate

97% RE Rate

# of Members

in iGIP

# of Sales Meetings, or Sign-

Ups

# of Customers

# of Raises# of

Matches

# of Realization

s

5,2805,44910,95

23,653

~25,000

~8,000

3 Meet-ings/Mem-

ber

10 meet-ings/RA

4 TNs RA/Customer

50% MA Rate

97% RE Rate

Make sure you know these KPI’s! Some you can find on the current aiesec.net, some you will need to

find in your CRM or ask your LCs for! (eg. # members, meetings/member/month etc)

When you have this data, you will be able to assess where the gaps are based on actual facts and not assumptions!

# of Members

in iGIP

# of Sales Meetings, or Sign-

Ups

# of Customers

# of Raises# of

Matches

# of Realization

s

1001103301103300275

12 Meet-ings/Mem-

ber

10 meet-ings/RA

3 TNs RA/Customer

33% MA Rate

97% RE Rate

Take a look at this example of Entity A.

What is the KPI which you think you can improve the most?

# of Members

in iGIP

# of Sales Meetings, or Sign-

Ups

# of Customers

# of Raises# of

Matches

# of Realization

s

1001103301103300275

12 Meet-ings/Mem-

ber

10 meet-ings/RA

3 TNs RA/Customer

33% MA Rate

97% RE Rate

In this case the Matching Rate is particularly low

You can choose to Ma Rate as one of the KPI’s you want to build strategies for.

Past performance RMR &

SPs

Once you have decided the KPI’s you want to move, you can make a backwards plan for the your RE GOAL

You will be able to see how much you will need to increase your KPI’s and if your Re goal is feasible..!

SWOT Analysis

SWOT Analysis

Then make also a SWOT analysis of the program based on your insights of the backwards plan and any additional insights you have about the program in your reality (eg. Based on external data/research)

1b. Assess KPI’s you want to improve

You know your 1) backwards plan, 2) you ideal backwards plan 3) your SWOT

Conclude with the 2-3 KPI’s you want to impact to improve program results

2. Brainstorm for strategies

Past performance, SWOT,

1314 Strategies

Global Growth Model

National Growth Model

Use the following resources:

2. Brainstorm for strategies

For example:

Quick presentation of growth model(s) if needed

Divide team in sub groups to rotate around programs to come up with strategic projects for 1415

Give content in terms of goal achievement, SP/IS and timeline

Please Note!

We are using a growth model to be able to customize strategies for different realities!

Please Note!

This means… when we come up with strategies, we need to understand for which clusters they are relevant!

Program

Cluster 1&2

Strategy 1 & KPI

Strategy 2 & KPI

Strategy 3 & KPI

Cluster 1

All cluster

s

Activities

Resp

The Output

Activities

Resp

Activities

Resp

Exchange

Project(s)

Exchange

Project(s)

Exchange

Project(s)

oGIP

Cluster 1

ConversionKPI:

conversion rate

Optimized Selection KPI: Ra-Ma

time

Strategy 3 & KPI

All cluster

s

All cluster

s

Segment leadsBuild information flow

Update website content

VP oGIPVP MrkVP Mrk

Example!

Co-create selection criteria

Build communication flow

Create selection materials

VP oGIPVP oGIPVP oGIP

Activities Resp

All Exchang

e Project(s)

Teach Colombia

Exchange

Project(s)

Strategies can and should involve TM MRK QUALITY, FIN and OPS

Make sure you know if strategies are driving Ra Ma or Re

Some strategic projects are for all clusters, some only for cluster 1 for example

Take into account!

3. Prioritize the strategies

Program

Cluster 1&2

Strategy 1 & KPI

Strategy 2 & KPI

Strategy 3 & KPI

Cluster 1

All cluster

s

Activities

Resp

The Output

Activities

Resp

Activities

Resp

Exchange

Project(s)

Exchange

Project(s)

Exchange

Project(s)

Common mistakes.

“Brainstorming strategies without understanding your current state (backwards plan). You will not know if you are trying to solve the right problem!

“Planning only activities not strategic projects

“Not connecting projects to program growth in RMR or NPS

“Not involving BO in the strategic projects

“Not customizing your strategies for different clusters

“Not prioritizing your strategies

“Only planning long term growth strategies

Backwards Planning & Strategy Planning