Action-Planning Workshop™

Turn Your PriSim® Course Into a Real-World Planning Session

At PriSim, we recognize that no two companies are the same—so why should their action planning be? Our flexible framework allows clients to customize the process to align with their strategic goals, internal structure, and training objectives.

Whether you’re refining an existing plan or starting from a blank slate, leaders apply course concepts through real-world analysis and planning, internal consulting projects, and clearly defined timelines for implementation. Teams define their own focus areas and apply proven methodologies to build actionable strategies that improve business performance.

PriSim’s Action Planning Workshop helps decision-makers immediately apply the business concepts learned during their PriSim course to real-world planning. Because execution is critical to success, Stephen Covey’s Four Disciplines of Execution may be used—including Wildly Important Goals, lead and lag measures, and scorecards—to support follow-through and results.

Customize the Action Planning Process to Fit Your Needs

PriSim’s clients utilize action planning in different ways:

Simulation teams and action planning teams can be different
Define the scope of analysis or go completely “greenfield” with teams
choosing their focus
Sample process (tailorable by client):
1. “As-Is”: Where are we now? Strengths, Weaknesses, Opportunities,
  Threats
2. “To-Be”: What do we want to become? Objectives, Goals
3. Plan: How do we accomplish the objectives? Strategies, Tactics
4. Report-out: Share plan and receive feedback/comments – either
  between teams or with executives/peers
5. Collect plans, touch-base occasionally, and track ROI

Sample Action-Planning™ Scenarios and Topics

Customer Experience ratings are below industry average. Assess the situation and propose a plan to improve Customer Experience (objectives, strategies, and tactics).
The CEO has told Market Analysts that you will become more competitive in capturing International (vs. domestic) contracts. Assess the situation and propose a plan.
A decision has been made to pull out of Personal Lines insurance coverages in a region. Your objective is to deliver this message to agencies in the best way possible. What are your strategies and tactics to accomplish this?
The CEO has declared that you will grow to $5 billion in revenues within 4 years. What are the best two strategies (and associated tactics) to accomplish this objective?
Your core customer segment is an aging demographic. There are several other customer segments that provide opportunities for growth. Using a workbook provided at the class, and considering the uniqueness of your local market, assess the situation and propose a plan.

Participant Comments

“It is a powerful exercise as agencies undergo business planning. Having individuals develop preliminary plans, and then spend a few days with peers to model their ideas in a simulation, can help challenge assumptions and allows for testing the ideas in a safe environment.”
“The planning portion of the Simulation helps a team uncover the most important goals and helps to focus the short term activities on those goals.”
“I spent time with peers and got a lot of information to do local planning.”
“Our folks came away feeling more empowered and with a better appreciation of strategic actions they can put in place to really make a difference.”

The Action Planning Workshop™ Process

Putting PriSim® Course Content to Immediate Use

	1. Planning and Pre-Work	2. Run Simulated Company, Applying Business Fundamentals
Core Activities	Identify planning vs. simulation teams. Define focus/scope (e.g., growth/profit/experience, corporate/region/function). Decide timing for agenda segments. Define how feedback will be provided regarding plans. Participants complete workshop pre-work.	Participants engage in learning/debate/discussion using a state-of-the-art business simulation. Teams compete against one another in a multi-year competition where Action Planning techniques are practiced and refined in the simulated marketplace.
Optional Activities	Participants gather information/data on current real-world situation/environment to apply in planning exercises. Senior sponsors participate in 30-minute course-design calls to determine scope and direction of the Action Planning activity (the direction can be the same for each participant or uniquely tailored to their market/function).	Participants hear from past participants regarding their successes and failures in implementing significant action plans.
3. Apply Concepts Learned to Planning Sessions		4. Post-Workshop Implementation and Monitoring (optional)
Core Activities	At specific times during the workshop, participants disengage from the simulation to complete at least two real-world planning assignments. Assignment 1: Situation Analysis/SWOT. Assignment 2: Objective/Goal Setting and Action Planning.	Implementation by participants is monitored and tracked by coaches.
Optional Activities	Senior sponsors review and provide feedback on planning assignments. Participants share and review each others’ plans. Participants commit to an implementation timeframe. Covey’s 4-Disciplines of Execution process is applied to help define Wildly Important Goals (WIGs) and to identify lag and lead measures of execution success.	Results are collected and communicated to the organization. The planners selected as “most successful” attend the next workshop to share best practices, insights, and to mentor.