Results-Oriented Operations ELS

1. Strategic Business and Market Planning Results-Oriented Operations ELS

2. The Process Strategic Business and Market Planning Create a Vision Develop a Plan Evaluate Process Continuously Improve Define & Execute Katcher Associates LLC-Proprietary Information

3. Planning Process Strategic Business and Market Planning A Continuous Process Vision Mission Critical Success Factor Market Plan Sales Plan Operations Financial/Budget Review CORE VALUES CORE VALUES Internal Appraisal External Assessment Planning helps you to manage your time rather than it managing you Katcher Associates LLC-Proprietary Information

4. Operations Strategic Business and Market Planning • Based on Your Vision and Mission; What Impact Does This Have on Your Operations? • Growth Strategies/Plans: Need to Look at How Your Business Will Survive The Growth? • Being TOO Successful Can Lead to Failure • Growth Means Changes: • Are You Ready? • Are Your Employees Ready? Katcher Associates LLC-Proprietary Information

5. Communications Strategic Business and Market Planning • With Vision and Mission in Hand; • Review With Entire Organization Off-Site • Discuss Areas of Concerns • Lay Out Current Operations • Realistic Look @ Who You Are • Where Are You Now • Where You Want to Be • How You Plan to Get There • Resource Needed for Success Katcher Associates LLC-Proprietary Information

6. Responsibilities Strategic Business and Market Planning • Growth Can Lead to Chaos • Take Current Process From Obtaining the Customer to Providing an Invoice • Write Down Process With Roles and Responsibilities • Understand Timing for Each Function • Determine How Many Clients Can Be Handled: • Per Day • Per Week • Per Month • Per Quarter • Per Year Katcher Associates LLC-Proprietary Information

7. Growth Strategic Business and Market Planning • Current Process: “In a Perfect World” Number of Clients Can Be Handled • Overlay Growth Plan With Current Process and See Where the Problems Are • Facilities -Safety/Health • Equipment -Technology • Production Plan -Customer Fulfillment • Resources -Purchasing • Inventory Mgt -Shrinkage • Resources -Management Info Systems • Capacity Utilization -Financial Controls • Supply and Distribution • Quality Control Katcher Associates LLC-Proprietary Information

8. Growth Strategic Business and Market Planning • Work As a Team to Come Up With Plan to Handle Growth • Write/Record Sessions • Be Concise; Remember Team • Ask For and Encourage Innovation • Evaluate Your Team • Assign Roles and Responsibilities • Determine SMART Objectives for Each Area • Need to Implement the Plan • Reconvene When? • Ask For Help Katcher Associates LLC-Proprietary Information

9. Share The Plan Strategic Business and Market Planning • Get Copy of New Plan and Processes to Everyone • Everyone Needs to Know Their Part of the Plan • Plan Needs to Be Implemented By ALL • Continue Sessions for Understanding and Acceptance of the Plan and Process and Each Persons Roles and Responsibilities with SMART Objectives • Internal Newsletters, Internal Web-sites, Continue to Share Aspects of the Plan, Process and Progress • New Hires Need to Be Immerse In the Plan and Process • Continue the Sharing of the Plan and Process So it Becomes EVERYONES Plan and Process To Be Implemented Katcher Associates LLC-Proprietary Information

10. Monitoring Strategic Business and Market Planning • Monitor the Plan and Process in Real-Time to Ensure Things are Working • Mistakes Happen; Learn From Them and Move On • Utilize Technology to See Where You Are vs. The Plan • Obtain a Daily Monitor on: • Yesterday vs. Plan • Month vs. Plan • Qtr vs. Plan Katcher Associates LLC-Proprietary Information

11. Updates Strategic Business and Market Planning • Continue the Update of the Plan and Processes When Needed; Not @ an Arbitrary Date • Determine How Often To Evaluate Process As a Team • Adopt Schedule That is Specific to the Circumstances and Your Company • Continue to Encourage Innovation As a Way of Life to Sustain Growth Katcher Associates LLC-Proprietary Information

12. Processes: Customer Driven? Strategic Business and Market Planning • So You Developed New Processes • Question: Are They Customer Driven? • Answer: Yes? How Do You Know? • Have You Asked Your Customer? • It is NOT Just About “giving good service” or “timely shipments” • Relook @ Your Processes and Everything You Do From a Customer’s Perspective • Look for Ways to Improve the Customer’s Experience with Your Company Every Day • Find Out What Customers REALLY Want You to Concentrate On Katcher Associates LLC-Proprietary Information

13. Processes: Customer Driven? Strategic Business and Market Planning • Do Things Better Than Anyone Else • Anticipate Needs • Make Your Customers Want to Recommend Your Company to EVERYONE • Any Process That “Touches” the Customer Needs to Be Fully Integrated: • Pull All Your Dept Together • Have Them Build a Customer-Friendly Environment • From the Answering of the Phone-Immediate Resolving of Problems(Don’t Pass the Buck)-Invoicing Katcher Associates LLC-Proprietary Information

14. Technology: The Enabler Strategic Business and Market Planning • Technology Enables Your Business: • Improve Processes • Access Information • Communicate With Employees and Customers • Modify Your Processes and Utilize Technology to Enable Them • Keep Up With Technology to Enhance Your Product or Service-Leverage New Technology • Access Customers Through Use of Technology • Obtain Information Through Technology Use • Customer Information • Industry Trends • Competition Katcher Associates LLC-Proprietary Information

15. Don’t Rest On Your Laurels Strategic Business and Market Planning • One Thing That is Constant in Business: • CHANGE • Establish On-Going Trend Lines • New Customers • Customer Request • Industry Trends • Technology Developments • Adapt When Needed • Recognize and Deal With Change • Don’t Stop Re-inventing Katcher Associates LLC-Proprietary Information

16. Employees Strategic Business and Market Planning • Key to Success • They Make the Company • Face to The Customer • Nurture Them • Keep the Good Ones • It’s Not About the Money • Treat Them With Respect • Commitment to Development • Brings New Ideas and Innovation • Understand Change and Growth Will Bring New Challenges/People Katcher Associates LLC-Proprietary Information

17. Operations Strategic Business and Market Planning • Growth Leads to Change • Develop Operational Growth Plans to Obtain Desired Result • Whole Organization Needs to Be On Board With the Plan/Changes • Plan Needs to Be Implemented • Ask For Help • Evaluate Plan to Be Customer Driven • Monitor and Assess Where You Are • Use Technology As an Enabler to Implement the Plan • Keep Innovation Alive • Employees Are Key to Success Katcher Associates LLC-Proprietary Information

18. Planning Process Strategic Business and Market Planning A Continuous Process Vision Mission Critical Success Factor Market Plan Sales Plan Operations Financial/Budget Review CORE VALUES CORE VALUES Internal Appraisal External Assessment Planning helps you to manage your time rather than it managing you Katcher Associates LLC-Proprietary Information

19. Alignment Strategic Business and Market Planning Vision Mission Critical Success Categories Goals Action Steps RESULTS Align With Everyone Katcher Associates LLC-Proprietary Information

20. Key To Success Strategic Business and Market Planning • Alignment: • People • Functions • Organization • Resources • Processes • Everyone Understands What Steps Are Needed To Make The Company Successful “Lack of Opportunity is Often Nothing More Than Lack of Purpose or Direction” -unknown Katcher Associates LLC-Proprietary Information

21. Need Help Strategic Business and Market Planning Karen Katcher Katcher Associates, LLC 908-719-1027 karen@katcherassociates.com Katcher Associates LLC-Proprietary Information