The One Page Planning and Performance System

Sample Plan — Industrial Process Controls
	Within the next 3 years, build Phoenix Electronic Controls, Inc. into the premier industrial process control company in the Southwest U.S. by expanding our role from a manufacturing rep. company to a valued-added rep. firm offering complete engineering, field service, and integration services.
	Help clients control their industrial processes.
	Achieve revenues of $8 million in 2002. Establish significant presence in Muni market; secure Tucson Muni contract by 3/31. Land at least 8 system projects at a minimum of $100,000 each in 2002. Increase gross margin from 14.8% to 15.5%. Achieve net profit of $300,000, an increase of 50% over 2001’s $200,000. Increase sales per employee from $500,000 to $600,000.
	Sell total solutions, not parts. Implement closed-loop planning, budgeting, and performance mgt. process in 2nd Qtr. Build value-added services capability: engineering, service, engineering integration services. Expand market geographically into Nevada, Colorado and New Mexico. Aggressively target Muni market & large scale processing manufacturers. Increase margins by selling bundled parts & service. Increase outside sales force effectiveness by strengthening sales support function. Share growth & prosperity w/ employees through incentive & equity participation. Develop autonomous, self-directed and controlled management team.
	Organize & staff sales territories; reduce discounts from 5% to 4% by 1/20. Complete business plan for Tucson Muni contract by 2/28. Develop marketing program for major systems sales by 3/31. Develop incentive comp. programs for sales support & key employees by 4/1. Hire Tech Support Mgr. & Service Group Mgr. by 6/30. Purchase Colorado company or develop plan to expand w/ internal resources by 11/30. Host two user seminars for key clients by 12/31.
	NOTE: This plan is a static sample. To see performance scorecards and progress reports go to the System Tour   Finish Tour