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Mid-Year Business Performance Tune-up: 7-Step Action Plan for Leaders

Automobiles, machinery, and precision instruments at times need to be tuned and calibrated to ensure performance. Life and business have similar demands. If you aren’t concerned about performance then whatever you’re doing is adequate. But, periodically in your life and in your business you’ll want to re-evaluate strategies that are misfiring, products and services that seems amiss, a launch that falls short, an identity that isn’t working, communications that don’t connect, recognition that is absent, etc.

When there is an uncomfortable enough performance gap, then you’ll do something different. This is true in life and in business. Mid point in a calendar year is a natural point to reflect on the first half and project forward what you’d like to have happen by year-end. You may have a similar cycle with your financial planner and dentist. But, what about the rest of you and your business?

There are plenty of tools and conversations you can use. The key is to start. Once you begin it is easier to keep going and pretty soon you’ll be closing the uncomfortable gap just as you avoid toothaches and worse with periodic checkups and cleaning.

Here is a 7-Step Action Plan for a Business Performance Tune-Up

  1. Revisit your strategic imperatives for the year – what were the big bets for the year and are they paying off? Didn’t really have any solid strategic initiatives? Now would be a good time to establish some. Get clear on the destination: where are you going and what does success look like? See related post: Make Work Feel Like Vacation
  2. What have you learned and how can you apply it? Consider both the business landscape and the customer ecosystem. Organizational immaturity and old habits and patterns may get in the way of identifying and leveraging the talent and resources available in the business landscape. Also, if you don’t have personas to represent your various stakeholders now would be a good time to prioritize their development. Personas provide representative profiles for a customer base and other stakeholders too, e.g. investors, employees, partners, etc. As a design tool, they are a powerful way to visualize and communicate behaviors, goals, wants, needs, and frustrations.
  3. Get clear on your audiences and priorities: what promises will you make and keep and to which audiences? Make visible your Promise Delivery System for each of your stakeholders. The Promise Delivery System is a closed loop system that revolves around an audience and includes strategy, delivery, validation, and learning. You have a Promise Delivery System for each stakeholder that is served as well as those who serve. This is the subject of CH 8 in the Experience Design Blueprint.
  4. Define deliverables: what will you produce and deliver to keep your various promises? Think products, services, events, campaigns, programs, and communications.
  5. How does all of this line up against the calendar? What will be your day-to-day operational reality? What will your organization invest its time and resources into?
  6. Establish operating mechanisms: how will you stay on track and maintain your Promise Delivery System? What will be the rhythm and pace of the organization? Revisit your operating mechanisms and calendaring processes and events to ensure excellence in execution. Create an operating mechanism to capture ideas that may come at inconvenient times. Also, create an operating mechanism to evaluate and advance ideas. These are important to maintain (or establish) a culture of innovation.
  7. Revisit your performance metrics. How are you keeping score? If any of your metrics are irrelevant, modify them. If something is working well and appears to be a bright spot, then do more of it. Dial-up the activities that drive desired metrics. Stay focused on those areas where you have uncomfortable gaps between current performance and desired performance. See related post: Business Performance Continuums. Identify experiments you can run to test ideas for value. These represent quick trips around the Promise Delivery System.

You wouldn’t be comfortable flying in a commercial airliner that doesn’t receive maintenance and performance tuning. Your business is no different. Don’t let you customers, employees, and partners suffer through an under-performing business, especially when many of them would love to be engaged in a solution path to higher performance.

“Drive thy business, let not that drive thee.”

Benjamin Franklin
Author, Printer, Scientist, Musician,
Inventor, Satirist, Civic Activist,
Statesman, and Diplomat
(1706 – 1790)

Ben Franklin said it well, “Drive thy business, let not that drive thee.” Leadership sets the tone and begins the conversation. If you’d like some brainshare and assistance shoring up your strategy and designing deliverables to accompany that strategy, then please contact me.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Exercises and mental models in the book will build your confidence and competence in envisioning better possibilities and then making them come true, whether you are working alone or alongside a team. Chapters in the book that especially pertain to this article include:

  • Chapter 2: Make the Customer Come Alive
  • Chapter 3: Who is in the Sandbox?
  • Chapter 8: The Promise Delivery System
  • Chapter 9: The Neighborhood
  • Chapter 11: Barriers to Innovation and Overcoming the Wall
  • Chapter 13: Taking Flight
  • Chapter 14: The World of Work has Changed (see Glimpse)
  • Chapter 15: From Argh to Aha!

Read The Experience Design Blueprint on Kindle or any device using the free Kindle Reader application or read the full color print edition.

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

thumbnail image of author Gregory OlsonGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

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5 Lessons: Picking Up Passengers on the Train of Progress

Here is the situation. You’ve got some place you’d like to be; a destination yet to be realized. Progress, a big change initiative, the launch of a product or service. Whether you’re the chair, the chief, the executive director, product manager, board member, or some other concerned change maker, you acknowledge you’re not going to get everybody to the destination all by yourself. You’ll need other people to get on board and participate.

Here are 5 lessons to master so that you can all reach the desired destination together.

  1. high speed train in germany - gregory olson - delightabilityOnboarding is Essential

Assuming you all know the destination (that is another article) you’ll be picking up passengers (employees, vendors, partners, members, volunteers, etc.) at various stops. Be mindful that not everyone will be at the same level of awareness. Slow down and help people get on board. The recently boarded are not as familiar. Take time to show them around. You want to avoid cognitive overload, the proverbial drinking from the firehouse, where little is retained. Provide people with communication tools that allow them to slowly get immersed. See the related blog post about transfer and absorption value as key to better storytelling.

be smooth like a washing machine spin cycle - gregory olson - delightability

  1. Maintain Smooth

As you journey together toward your destination, pace and rhythm are key. You don’t want passengers to get thrown off as you approach a corner too fast. You also don’t want a sputtering, inefficient engine. Emulate the smoothness of your washing machine’s spin cycle. In your organization you can establish operating mechanisms to keep things running more smoothly. Like the garbage service or doing laundry at home, operating mechanisms create a regular cycle to keep things from piling up or from being neglected. You’ll retain more passengers on your journey if you avoid abrupt changes, extremes, and neglect. Even a comprehensive strategy pivot can be smooth when thoughtfully handled.

  1. the playground is where ideas live - gregory olson - delightabilityKeep Synchronized

Some people will want to go faster. Others will think the journey is far too slow. Listen to both concerns. Consider ideas can come from anywhere, even the newest passenger. Inviting others to share ideas could shift your perspective for the better. Create a space for that conversation to happen. I call this the playground and it represents the idea zone. Read more about the 3 psychological zones in Ch 12. Remember, ideas are not judged in the playground and not all ideas will advance. But, it is still important for people to have a voice, be respected, listened to, and for their ideas to be considered at an appropriate time. Establish an operating mechanism to screen and advance ideas.

  1. tornadoDon’t Ignore Conditions

There may be cattle on the tracks, a bridge out ahead or another hazard. Trains encounter changing conditions and hazards; so does your organization. Establishing “sensors in the ground” (see Ch 8) can serve as your early warning system, like seismometers that detect shifts in the earth’s tectonic plates. The journey will be smoother for all aboard if you confront reality and don’t pretend your passengers will be unaffected.

  1. diversity as seen through shoes - gregory olson - delightabilityBe Mindful of the Audience

All passengers are not created equally. And, not all of the stakeholders to your organization are either. The women in car number 27 might need a little extra assistance. Same with employee X or customer Y or supplier Z. When we create average experiences for everybody we are destined to be supplanted by somebody more thoughtful to individuals needs and context. Case in point, would you like to wait for a yellow cab or message Uber?

Whether your train of progress is literal or figurative you can go further and reach your destination if you pay attention to these 5 lessons for implementing change. Ignore them and you may might find yourself navigating the journey alone or more likely stuck in a train that never leaves the station.

about the author

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans. Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

Chapters in The Experience Design Blueprint that especially pertain to this post include:

  • Chapter 7: Improving the Journey
  • Chapter 8: The Promise Delivery Systems
  • Chapter 12: The Three Psychological Zones

See a book summary. Read the book reviews on Amazon. Read The Experience Design Blueprint on Kindle or any device using the free Kindle Reader application or read the full color print edition.

image of Greg-Olson-Managing Director of Delightability and author of Experience Design BLUEPRINTGregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help.  Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.