This series of presentation was developed for a group presentation and takes the viewer through the logical steps of strategic planning and implementation
2. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
In Session 2
1. Who is RACI Change Manager 05 mins
2. RACI Charting and its impact on business efficiency 40 mins
3. Aligning organisational Accountabilities 20 mins
4. Introduction to Session 3 05 mins
2
3. Who is RACI Change Manager (Michael Carew) ?
Leaf Free Gutter Guard – 1988 to 2002
• Inventor - patent – engineered and built the
manufacturing process – Commercialised –
exit sale 2002
3
Micro Stop – 1991 to 1993
• Invention - patent – Commercialised –
exit sale 1993
SuperBoot - 1998 to current
• Invention - patent – Commercialised - over
2.5m product sales – zero product defect
Tradestore - 2000
Australia’s largest online store – Developed – commercialised
and closed after dot com bubble burst 2002
Freshtel – 2003 – 2008
• Founder & CEO of Freshtel Holdings Limited listed on the Australian
Stock Exchange April 2005
• Partnership with the 3rd largest retailer in the world Tesco UK
• Grew market cap from $4m to $160m over 4 years – exit in 2008
MyTVR – 2009 - 2011
World first cloud based mobile PVR – patent – commercialise –
closure in 2011 due to Supreme court decision on Copyright.
RACI Change manager
Business development and
efficiency solutions
CompanyLMS Cloud based Staff Training and
competency delivery and management
Business strategy, coaching and Business development 2011 - current
VIP Plumbing and Electrical, Surrey 1985 – 2006
Establish – grew to over 30 employees – implemented
quality systems and processes – exit sale 2006
4. 4
+ + + Future
state
Session 1 Session 2 Session 3
RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
RACI Change Manager
Strategy RACI Mapping RACI to position descriptions
Current
state
=
5. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
Questions ?
5
7. 10 Great Questions circle Yes or No
Answering Yes to 3 or more of this questions we can help
RACI Assessment and RACI Charting to resolve problems such as.
1. Work frequently delayed or incomplete?
2. Teams have questions about “who does what”?
3. There are multiple decision-points within a single process?
4. There inadequate communication and/or co-ordination in the organisation
5. Accountabilities of individuals or departments undefined and unclear?
6. There is insufficient delegation of authority?
7. We work in a “reactive” environment rather than a “proactive” one?
8. Decisions aren’t made in a timely fashion?
9. A blame culture exist?
10. Tasks are being performed and decisions being made at the wrong levels?
NY
NY
NY
NY
NY
NY
NY
NY
NY
NY
7
Exercise -
8. 8
The Answer is RACI
RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
9. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
RACI Explained?
9
10. Organisational Chart
10
Reception
General
Manager
Chief Financial
Officer
Customer Ser.
Manager
Directors
Credit
Manager
Sales & Marketing
Manager
“A” for day to day management of the company
“A” for overall company performance and
maximising the return for shareholders
“A” for day to day management of Reception
“A” for financial management
“A” for Operational performance
“A” for Sales performance
“A” for Credit and bad debt Management
Discussion on Role accountability
Exercise
Next page -
11. 11
• Who would the General Manager approach if reports indicated that bad debt is escalating?
• Who would the Directors approach if they were concerned over revenue dropping?
• Who would a Director approach if a friend shopping in one of their stores complained about the service?
1. Director
2. General Manager
3. Receptionist
4. Chief Financial Officer
5. Operations manager
6. Customer Service Manager
7. Sales and Marketing Manager
8. Credit Manager
1. Director
2. General Manager
3. Receptionist
4. Chief Financial Officer
5. Operations manager
6. Customer Service Manager
7. Sales and Marketing Manager
8. Credit Manager
1. Director
2. General Manager
3. Receptionist
4. Chief Financial Officer
5. Operations manager
6. Customer Service Manager
7. Sales and Marketing Manager
8. Credit Manager
Organisational Chart Exercise -
Circle the correct answer
12. 12
To many “A”s
Question?
In this situation can the
Credit Manager be held
accountable for the
performance of the Credit
department.
The General Manager was
going to fire the Credit
manager due to nearly
$350,000 of bad debt
13. 13
After RACI Charting
I called a meeting with the
• Credit Manager
• Sales director
• Nat Sales Manager
• Nat Operations Manager
• General Manager
The problem was explained
The visual of the “A”s circled all over
the RACI did not need explaining.
Collaboration
In a team discussion it was agreed
that the Credit Manager was hired for
her expertize in Credit Management
and it was agreed that she would not
interfere in their field of expertise if
they did not interfere in hers.
Bad Debt was reduced to under $78K
within 12 months without the loss of
a customer.
Customers were made aware of the
reason credit policies were in place
and appreciated the companies
position on risk management.
14. Example RACI Chart
14
STEP DESCRIPTION GM
Fin
Controller
Operation
Manager
Sales
Manager
IT Manager HR Manager Board
1
Achieving corporate objectives
A/R R R R R R
2
Ensuring that the agreed strategies are implemented
A/R R R R R R
3
Submitting business forecasts and budgets for the approval of
the Board and recommending major policy changes and
developments
A/R
4
Monitoring and directing overall operations to achieve revenue
and expense budgets and the satisfactory performances of the
various profit centres across the organisation
A/R
5 Directing the preparation, communication, and execution of
operating objectives, plans and programs
A/R
6
Negotiating major deals and financial arrangements, loan terms
etc
A/R R C
7
Directing and motivating the executive team in the achievement
of agreed goals and standards by the provision of effective
leadership and vision for the Organisation to grow responsibly
and in a profitable and sustainable manner
A/R
8
Acting as the chief spokesperson for the organisation
A/R
9
Ensures that best-practice standards are adheared to in
accordance with all relevant legislative parameters and
Government requirements
A/R R R R R R
10
Ensures that all departments produce high quality, relevant
information to assist in the decision-making processes that exist
at both an operational & strategic level
A/R R R R R R
11
Develops growth strategies that take advantage of Middys core
skills with the aim of maximising existing revenue streams and
developing new business opportunities
A/R R
12 Ensures that planning is constantly undertaken to ensure that
Middys is well placed to meet the challenges of the future
A/R
13 Ensure that effective delegation and monitoring of activities
under this position description
A/R
GM RACI
15. Example RACI Chart
15
Receptionist RACI
STEP DESCRIPTION receptionist Managers
Employee
General
Customers
1
Answer telephone calls and take messages or forward calls
A/R I R
2
Schedule and confirm appointments and maintain event calendars
A/R C/I R
3
Greet and welcome customers, clients, and other visitors
A/R R
4
Check visitors in and direct or escort them to specific destinations
A/R R R
5
Inform other employees of visitors arrivals or cancellations
A/R R I
6
Enter customer data and send correspondence
A/R R I
7
Copy, file, and maintain paper or electronic documents and records
A/R R R
8
Handle incoming and outgoing mail
A/R R R
9
Manager stationary levels and order
A/R R R
10
Distribute mail to various departments
A/R I R R
11
Complete phone and mail books daily
A/R I I
12
Book and coordinate meeting rooms
A/R C/I R R
13
Ensuring that office is maintained to the highest standard
A/R R R
16. R: Does the step
Project: Enter Project Name A: Accountable for the step
PROCEDURE RACI C: Consulted with before the step
DEPARTMENT Reception I: Informed when the step is completed
UPDATED 00/00/2013
STEP DESCRIPTION ROLE 1 ROLE 2 ROLE 3 ROLE 4 ROLE 5 ROLE 6 ROLE 7 ROLE 8 ROLE 9 ROLE 10
1
2
3
4
5
6
7
8
9
10
11
12
13
Exercise -Create an Example RACI
Tasks for closing a business at end of day
17. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
1. RACI is a great way to ensure work is not frequently delayed or incomplete
2. RACI ensures teams are clear about “who does what”
3. RACI reduces multiple decision-points within a single process
4. RACI ensures there is adequate communication and/or co-ordination in the organisation
5. RACI ensures Accountabilities of individuals or departments are defined and clear
6. RACI ensures t is here insufficient delegation of authority
7. RACI assists in changing a “reactive” environment to a “proactive” one
8. RACI ensures Decisions can be made in a timely fashion
9. RACI ensures blame cultures don’t exist
10. RACI ensures tasks are being performed and decisions being made at the right levels
Summary
17
18. Today
3 years
2 years
1 years
4 years
5 years
• Vision in place
• Strategy in place
• General manager in place
• HR manager in place
• Business review & recommendations
• Everyone working as a team
• New business software finalised
• Rationalisation of Administration
• Procurement officer in place
• Management meeting are the norm
• Stores are more profitable
• New business software in place
• Overheads reduced
• Budgets and KPIs are in place
• Store network rationalised
• Store network growing
• Staff empowered and accountable
• Store network reaches 40 sites
• Professional Board (senior team) in place
• Revenue on target
• Vision realised
1: Implementation capability depends on your
• People
• Finance
• Operations
• Customers
18
2: Carry out a gap analysis to highlight what you have and what you need.
RACI Charting is a great way to carryout a gap analysis
1st step document the tasks the business currently carries out in its day to day business
2nd step document the tasks the business will need to do to realise the vision
The differences in the tasks identify the gaps
Strategy Map
19. 19
Cascading Goals
Company
Short term Goals
Department
Short Term Goals
Individual
Short term Goals
Company
Long term Objectives
Company Long term objectives are
broken down into Company shorter
term goals
Company short term goals are broken
down into Department Goals
Department short term goals are
broken down into Individual Goals
(Goals should be linked to KPIs)
Ensure goals are SMART Goals
S
M
A
R
T
PECIFIC
EASURABLE
CHIEVABLE
EALISTIC
IME SPECIFIC
The sum of Individual short
term goals equals the
company overall Long term
Objectives
20. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
Questions ?
20
21. RACI Change Manager Pty. Ltd. | ABN 44 084 821 554 | Registered office 19 Market St, 3131, Nunawading, Victoria Australia | Ph. (03) 9012 6216
21
In Session 3
• Developing Position Descriptions
• Staff Appraisals
• What are KPIs and linking KPIs to job performance
• Recap on all 3 sessions plus general discussion
22. Summary & Contact information
Michael Carew
22
Postal PO Box 4128 East Balwyn Victoria 3103
Reg. Office 19 Market St, 3131, Nunawading, Victoria, Australia
W (03) 9012 6216
M 0412 362 011
E m.carew@raci.com
W www.raci.com www.companylms.com
Contact Details
Consulting Services
• RACI implementation
• Business efficiency
• Business Strategy
• Business Development
• Business mentor and coaching
• Company training delivery platforms
• Employee Bonus systems
RACI Change Manager Pty. Ltd.
YouTube Tutorials
https://www.youtube.com/channel/UCGE9Il9dVCK81ahNHq54P_g/videos
Hinweis der Redaktion
Ask attendees to circle Y or No.
Ask number of yes’s circled. 3 or more – introducing RACI to their business will create greater efficiency in the business
Group Discussion - who would the General Manager approach if reports indicate that bad debt is escalating credit manager is underperforming Who is accountable in the General managers eyes
Clip 5mins
Clip 5mins
If we go back to the first excersize – talk through the 10 questions
Can we all see how RACI ties into the management of our strategic objectives.
This session has 3 sections Section 1 is a bit about me, Section 2 discusses Vision strategy and goals and section 3 is an introduction to Efficiency and finally I will recap and take questions.