Boje's Small Business Toolbox

PAS => Plan of Action Strategy

 

"If you don't know where you are going, you'll never get there."

"You don't know what you don't know"

[Attributed to Yogi Berra]

 

Writing a Small Business PAS is a basic part of crafting the STRATEGY of your small business. It has three areas: main objectives, external environment PAS, and Internal environment PAS. PAS is an Activity Based Model of Strategic Change. What accounting gives you is not the whole story of your hidden costs (hidden from your accounting report) and your hidden gains (untapped revenues that escape your grasp).

 

 

 

Plan of Action Strategy

 Learn SEAM and PRISMA!

 
 


1.     Part I of PAS Objectives, Mission, Vision, & Values

a.     

Quality of Products

 

 

Human

Potential

 

 
Three objectives of 3 to 5 years (e.g. product changes, technology changes, human potential

                                                i.     Each objective has set of several goals (with date of completion for each one)

                                               ii.    

Control Hidden Costs & Gains

 

 
E.g. Within 3 years double the visibility of products in the Las Cruces NM market as measured by customer surveys

                                             iii.     E.g. Within 3 years adapt the product to measured changes in customer preferences as measured by focus group

b.     Mission statement answers two questions:

1.      "Who are our customers?"

2.      "Why do we exist?"

c.      Vision statement answers one question: "where are we going?" (Comes out of the founding story of the enterprise)

d.      Values (comes out of the history of the enterprise)

2.     Part II PAS EXTERNAL ENVIRONMENT PRIORITY ACTION PLAN (3 months)

a.      What are three strategic actions to change the external environment of the enterprise over next six months? For example, in David Tobey’s 3-10-N there are small business strategic changes needed to get from 3 to 10 to ‘N’ customer levels. What are the critical variables that differentiate the mark and the organizations in it? How will your small business affect that market? With jump from 3 (repeat customers) to 10 (repeats) you begin to understand the important questions and answers to PAS EXTERNAL ENVIRONMENT.  You being to move from the 3 (innovative risk-taking customers) to the 10 followers to the mass of “N” that allows you to dominate the market.

                                                i.     E. G. Prepare flyers to distribute on campus to promote new products by Oct 15th 200_.

                                               ii.     E.G. Run a focus group with customers to assess taste changes by Sep 10th 200_.

                                             iii.     E.G. Attend trade association meeting to change New Mexico tax laws by Nov 1st 200_.

b.     Each has date of completion

3.     Part III PAS INTERNAL ENVIRONMENT PRIORITY ACTION PLAN (3 months)

a.      What are the Root Cause HIDDEN COSTS/HIDDEN GAINS that need to be changed (We recommend Root Cause Analysis)

b.     Specify the actions to take on the internal environment of the small business Root Cause Dysfunctions:

                                                i.     Working Condition changes (with date of completion for each one)

                                               ii.     Work Organization changes (with date of completion for each one)

                                             iii.     3C's (Communication, Coordination, & Conciliation) changes

                                              iv.     Time Management changes (with date of completion for each one)

                                               v.     Training changes (with date of completion for each one)

                                              vi.     Strategic Implementation changes (with date of completion for each one)

1.     E.G. Get the free assistance of NMSU Small Business Consulting class to assess HIDDEN COSTS and HIDDEN GAINS in REVENUES by submitting application by Aug 1st 200_.

2.     E.G. Form a task group of manager and workers to assess hidden costs and hidden gains by Sep 10th 200_.

3.     E.G. Implement Hidden Cost/Hidden Gain incentive plan as part of each worker’s Periodically Negotiable Activity Contract (PNAC), such as 5% of profit increases 1st year, 10% in 2nd year.

4.     Part IV Transform PAS (Plan of Action Strategy) into PAP (Priority Action Plans)

 

PAS OBJECTIVES

PRISMA

External/Internal PRIORITY ACTION PLANS

PEOPLE CONCERNED

FORECAST PLANNING 1st Half of fiscal year

Comments:

Marketing

Research

J

F

M

A

M

J

 

1. Increase Visibility of products in Las Cruces Market within 3 years

Premier to Absent

Prepare flyers

Mr A

Mr B

Miss C

 

 

 

 

 

 

Budget has to be set

2. Adapt product to measured changes in customer preferences within 2 years

Acceptable to "7' score on customer survey ==> Premier

Initiate focus group

Conduct focus group

Customer Survey

Mr A

 

Mr. D

Miss C

Miss C

Mr. D

 

x

x

 

x

x

 

 

Participants have to be invited

Where are the benchmarks?

ETC.

 

 

 

 

 

 

 

 

 

 

 

 

ENERGIZING

DELEGATION

SYNCHRONIZATION

 

Note: PAS is adapted form Savall, Henri; Zardet, Veronique; & Bonnet, Marc. 2000. Releasing The Untapped Potential of Enterprises Through Socio-Economic Management. See p. 115.

PRISMA Performance Grid (adapted from James R. Ball. 1997. DNA Leadership Through Goal-Driven Management. Reston, VA: The Goals Institute.


P

Premier
Level 6

  • The best possible; leading by example
  • No one can be better
R
Robust
Level 5
  • Substantial progress; raising the bar
I
Improving
Level 4
  • Exceeds expectation and progressing
S
Satisfactory
Level 3
  • Historical level of performance is bare minimum
M
Moot
Level 2
  • Declining/Undesirable
  • Of Debateable (moot) value
A
Absent
Level 1
  • Vacuous (brain dead)
  • completely lacking any interest
  • Damaging to self and others

See the Online PRISMA example of insturctor expectations of student work

Click here for PRISMA blank form