Chief Operating Officer 90 Transition Plan
9
Chief Operating Officer - 90 Day Transition Plan AllieGentry.com
-
Upload
pivotlogix -
Category
Documents
-
view
9.669 -
download
0
description
90 Transition Plan. High level planning when moving into a COO position. If you would like the ppt,please send me a request at [email protected]
Transcript of Chief Operating Officer 90 Transition Plan
AllieGentry.com
Chief Operating Officer -90 Day Transition Plan
AllieGentry.com
AllieGentry.com
Analyze Processes
Strategic Agenda 90 Day
1
2
3
4
5
6
Identify current business situation
Streamline company infrastructure
Prioritizes the deliverables
Identify improvements in product processes that will turn into cost savings
Indentify improvements in administrative, accounting, purchases, sales, &
marketing, research & development and services
Recommend a plan
AllieGentry.com
90 Day Detail Plan
AllieGentry.com
Priority Deliverables Functional Area Lead Contributors Due Date Actual Date Status Notes/Results
1.0 Identify current business situation
1.1 Create a strategic agenda for the first 90 days
1.2 Create needs assessment process
1.3 Define company goals & objectives
1.4 Define COO/CFO responsibilities & goals
2.0Identify improvements in product processes that will
turn into cost savings
2.1 Study the company and its financials
2.2 Hold one-on-one meetings with staff
3.0 Streamline company infrastructure
3.1 Define organizational chart
3.2 Review job responsibilites and duties
3.3 Identify key positions to grow company
4.0 Identify improvements in functional areas
4.1 Administrative
4.1.1 HR Policies & Procedures
4.1.1.2 Create HR Policies & Procedures Handbook
4.1.1.3 Approval of HR Policies & Procedures
4.1.1.4 Implement new HR Policies & Procedures
4.1.2 Employee Benefits
4.1.2.1 Analyze employee benefits & cost
4.1.2.2Identify any cost savings or enhanced benefit
packages
4.1.2.3 Implement any new employee benefits
4.2 Accounting
4.2.1 Review Financial Statements
4.2.2 Analyze all transactions and postings
4.2.3 Identify any concerns or adjustments
4.2.4 Review with CEO
4.2.5 Update financials based on feedback from CEO
AllieGentry.com
Priority Deliverables Functional Area Lead Contributors Due Date Actual Date Status Notes/Results
5.0 Purchases
6.0 Sales
7.0 Marketing
7.10 Define company brand
7.20Streamline web content based on new company
brand
7.21 Improve on web ranking
7.22 Identify key words based on target audience
7.23 Increase back links
7.30 Define Competitive Analysis Goals & Objectives
7.40Create a repeatable process that monitors & reports
on our competitors and products
7.50 Four Areas of Endeavor
7.5.1 Competitor capabilities
7.5.2 Product features & functionality
7.5.3 Positioning statements against their products
7.5.4 New Product Offering
7.60 Competitors perceptions
7.61What are they saying in the market place about our
product features & functionality
7.62What are they saying about our company or
management team
7.70 Effectiveness of current operations
7.71How do we train our employees gather and
communicate information to Product Management?
7.72What are the deliverables for Sales, Product
Management & Executive team?
7.73How do we measure effectiveness of our own
competitive process?
8.0 Research & Development
9.0 Services
10.0 Prioritize deliverables
11.0 Recommend a plan
90 Day Detail Plan
AllieGentry.com
AllieGentry.com
Identify Current Business Situation
1 Create a strategic agenda for the first 90 days
Agenda
2 Create needs assessment process
Assessment
3 Define company goals & objectives.
Goals & Objectives
AllieGentry.com
Identify current business situation
Create a strategic agenda for the first 90 days
Create needs assessment process
Define company goals & objectives
Define COO/CFO responsibilities & goals
Identify improvements in product processes that will turn into cost savings
Study the company and its financials
Hold one-on-one meetings with staff
Streamline company infrastructure
Define organizational chart
Review job responsibilities and duties
Identify key positions to grow company
Identify improvements in administrative, accounting, purchases, sales & marketing, research & development and services
Prioritizes the deliverables
Recommend a plan
Strategic AgendaAnalyze Processes
AllieGentry.com
Create Needs Assessment Process
Urgent Needs
Identify ThemDeliverresults to
planReport
AllieGentry.com
Goals & Objectives of Company
Be prepared to discuss what the current business processes are and how you will expand into other vertical markets.
How will this increase revenue and is there other revenue streams you can bring into the organization that have not been identified.
•Our company goal is to build on our current business successes by expanding our
solution into other vertical markets.
•Our objective being to increase revenue, make higher profits by improving on
business processes, identifying new revenue streams and creating a happy and loyal
customer base.
AllieGentry.com
AllieGentry.com
Get inspired
• Set yourself apart by putting together a good 90 day plan
• Get buy off on this plan
• Whatever you do, deliver to this plan
