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Organisational excellence Planning
Turn insight into a focused 12-month improvement plan
An assessment provides clarity. The Organisational Excellence Roadmap provides direction.
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This facilitated workshop brings your leadership team together to review the assessment findings, agree strategic priorities and develop a practical roadmap for improvement. Together, we define the initiatives, responsibilities and milestones needed to strengthen organisational capability and achieve sustainable organisational excellence through the Organisational Excellence 6P Framework.

Purpose of the Implementation Phase
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Translate assessment findings into a structured 12-month roadmap
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Align improvement activity with strategic priorities
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Define KPIs and success measures linked to productivity, quality, service, cost, and culture
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Build ownership and accountability at every level
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What the Planning Phase Involves
1. Pre-Workshop Review
We analyse the assessment outputs alongside your performance data and strategic goals to ensure the session focuses where it adds most value.
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Inputs include:
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Assessment findings
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Current performance metrics
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Site strategy and priorities
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Operational plans and customer commitments
2. Collaborative Planning Workshop
A structured session with your steering group to prioritise opportunities and shape the year-ahead plan.
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Typical agenda includes:
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Review of assessment outputs and benchmark scores
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Prioritisation of opportunities using impact/effort analysis
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Definition of critical improvement themes
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Development of measurable objectives and KPIs
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Sequencing of activity into a manageable roadmap
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Clarifying ownership and governance arrangements
Led by:
Your Manufacturers Network Practitioner with deep experience across operations, leadership, systems, and culture.
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Workshop style:
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Practical, fast-paced, and evidence-based
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Facilitated discussion to build alignment
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Designed to maximise engagement and ownership
3. Development of the 12-Month Improvement Plan
Working with you, we build a clear, structured plan that balances quick wins with longer-term capability building.
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Your plan includes:
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12-month activity roadmap
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Prioritised actions and expected outcomes
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Defined owners and delivery responsibilities
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Supporting KPIs and performance measures
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Risks, assumptions, and resource considerations
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Governance structure for steering group reviews
This roadmap becomes the foundation of your organisation's improvement journey, providing a clear framework for developing capability, implementing change and achieving sustainable organisational excellence.
Structure of Your 12-Month Plan

Component
Description
Strategic Alignment
Ensures improvement activity supports site objectives and customer requirements.
Improvement Themes
Clear focus areas such as flow, waste, quality, leadership capability, OEE, planning, and problem-solving.
KPIs & Measures
Leading and lagging indicators aligned to productivity, cost, service, quality, and culture.
Monthly Roadmap
Sequenced activity ensuring workload is manageable and realistic.
Ownership & Roles
Named owners for each action, supported by the steering group.
Governance Rhythm
Quarterly reviews, monthly prioritisation, and reporting expectations.
Typical Outputs
By the end of the planning phase, you will receive:
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A complete 12-month improvement plan
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Prioritised actions aligned to strategic goals
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Defined KPIs and success criteria
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A proposed steering group structure
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A practical plan ready for execution
Who Should Be Involved
To maximise impact, the planning workshop is delivered with a cross-functional steering group, typically including:
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Site Leader / General Manager
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Operations / Production Manager
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Engineering Lead
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Quality Lead
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HR / People representative
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Finance / CI Lead
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Team Leaders or Supervisors where required
This ensures the plan is both strategically credible and operationally grounded.

Why Manufacturers Value This Phase
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Converts insight into action
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Builds alignment across leadership and functions
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Ensures everyone understands priorities and success measures
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Reduces wasted effort and conflicting initiatives
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Creates a transparent baseline for measuring progress
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Strengthens governance and accountability
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Provides a seamless link into structured delivery
Next Step: Deliver the Plan
Once your plan is complete, you can continue momentum through the Capability Development and Implementation phase giving you flexible access to our practitioner network to deliver your improvement plan with structure, coaching, and accountability.
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