“It's data driven, not emotion. And we can see not only short term immediate results, but medium and long term results…”
Curt TueffertVP Sales Development, DXP
The 80/20 Institute · Install
Strategy Made Simple
Build the plan your board will sign. Then deploy it.
Self-paced recorded training · Available now
The Strategy Management Process and the Strategy Deployment Process on video: 15 modules and 83 lessons, with “Do” assignments that apply each step to your own business.
Strategy Made Simple joins Bill Canady’s two strategy systems. The Strategy Management Process builds a plan your board will sign and your team will own. The Strategy Deployment Process cascades it, runs the rhythm and delivers the number.
Compare the Installs, masterclasses and the All-Access Pass →The yearly plan
What is next year's plan, and how does it reach every team?
- Buy it when
- Planning season is here, and last year's plan stayed in a binder.
- Built for
- CEOs and leadership teams running the yearly cycle, year two onward.
- You walk out with
- A plan the board signs and the team owns in six weeks, deployed through the X-Matrix, bowlers and monthly business reviews.
- Length
- 6 weeks, every year · 83 lessons · both strategy books, audiobooks and Field Guides
- Not this one if
- A sponsor just handed you a number? CEO Mandate is built for that moment →
- Everything runs through you? FORGE →
Next year: run it again.
The Installs share PGOS tools, so the lesson lists look alike. The job is what differs. Need more than one? The All-Access Pass includes all four Installs, all ten masterclasses and every book. Four Installs bought one at a time cost $3,988.
Free video preview · 2:09
Why situation assessment comes first
A sample lesson on assessing the business before choosing initiatives, with five actions for the leadership team.
From the lesson: Why Situation Assessment Comes First.
Read the video transcript
Automatically transcribed from the sample audio.
Ask a leadership team what their strategy is, and most of them will describe a set of initiatives. Ask them what problem those initiatives solve, and the room goes quiet. This lesson establishes why the first week of the sprint is assessment and only assessment. No initiatives, no solutions, no. Here is what we should do. The reason is simple. Every organization has a stock of preloaded answers. The pet project, the acquisition somebody has been pushing for two years, the reorg. If you start with answers, the assessment becomes a search for supporting evidence. That is not analysis. That is justification. What a situation assessment actually covers. Why divergent thinking comes before convergent thinking. And how to run this week without letting your team collapse into solution mode. One, state the rule out loud to your team. This week we describe reality. We do not fix it. 2. Set up a parking lot. Every time someone proposes an initiative, it goes on the list. And the conversation moves on. Those ideas are not wasted. They become your candidate initiatives in Week 2. You are sequencing, not silencing. 3. Understand the four assessments coming this week. Performance and Current Strategy Review. Internal Assessment using VRIO and your core competencies and strategic assets. external and environmental assessment using PestPlus Competitive and Cyber. Then convergence, the so what. Four, assign a lead for each assessment. One person prepares, the group reviews. Do not do all four as a committee. Five, set the standard for evidence. Every observation gets a source. Everybody knows is not a source. Open the Situation Assessment Workbook. It has a tab for each of the four assessments and a parking lot tab. Set it up today and give your four leads access. What's next? SMP1L2. Performance and Current Strategy Review. You start with the hardest mirror. What your own numbers say about the strategy you have been running.
Open the transcript as textClient stories
Hear it from the operators.
Owners, CEOs and their teams on what changed when they put 80/20 to work.
“I feel like that we have, you know, 200 customers because we sell to 200 customers regularly, but in reality we have a thousand customers.”
Ted MedfordCo-Owner, Profoam Corporation
“Self implementing this would have been very difficult as, you know, you're working through culture changes as well as other things. The team that we had that came in was absolutely excellent…”
Aaron AbreuVP of Product Management, Western Power Sports
Results vary by business.
Inside the Install
What you will work through.
The Strategy Management Process and the Strategy Deployment Process on video: 15 modules and 83 lessons, with “Do” assignments that apply each step to your own business.
Start Here — The SMP Sprint
How the six weeks run, and the Strategy Readiness Baseline.
Week 1 — Situation Assessment
The performance and current-strategy review, VRIO and CCSA, the external scan, and turning observations into insights.
Week 2 — The Strategy Framework
Candidate initiatives, scenario planning, impact versus feasibility, the business case and the tradeoffs.
Week 3 — Business Planning
Top-down projections, the bottom-up build, org design and resources, the one-page business plan and budget lock.
Week 4 — The X-Matrix
Three-year objectives and annual goals, leading and lagging metrics, ownership and the capacity test.
Week 5 — The Operating Cadence
Bowler charts and targets, countermeasure triggers, the monthly business review and the communication cascade.
Week 6 — The Boardroom
The annual strategy plan, the board narrative, decide and commit, the board’s questions and the first 90 days.
Close — You Have a Plan. Now Run It.
The handoff from building the plan to running it.
Deploy — Introduction
The Strategy Deployment Process and why it works.
Deploy — Simplification
The quintile matrix; Quad 2, 3 and 4 pricing, surgery and streamlining; the Dirty Dozen; pricing outliers; margin breakeven and future-state margin targets.
Deploy — The Simplification Workshop
Purpose, charter, deck, dry run and report-out.
Deploy — Business Run Rules
The rules that hold the gains in place.
Deploy — Deployment and Monitoring
One action plan, the KPI bowler and the meeting cadence.
Deploy — The Strategy Deployment Process
The X-Matrix, AIP charters, catchball, action plans, bowlers, and monthly and quarterly business reviews.
The bigger picture
One system. More ways to learn.
Explore the Installs and all ten masterclasses, take every course and book with the All-Access Pass, or choose your own books, workbooks and audio.
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