The final components of your toolkit are a series of templated worksheets.
Each worksheet is designed to help you work efficiently and effectively through a step by step process that will result in clearly defined solutions, strategies, plans and measures.
All of the worksheets are contained in part 1 of your toolkit.
The first of these worksheets is your self-assessment.
Referring to the framework diagram and the explanations of the levels & levers, above, this worksheet invites you to:
- Assess the level at which you are deploying each lever in your business today, against a 5-point scale.
- Calculate the totals for your business across each dimension and consider what they indicate.
- Identify those levers that represent your highest priorities to improve the agility of your operating system and business.
These ‘levers of agility’ will then form the focus of your work on the next worksheet. Questions are shown on the reverse to help you consider your findings and draw conclusions from them.
The worksheet is shown below for you to refer to, or you can download the toolkit including this worksheet, using the button below.
Solutions & Strategies Worksheet
Your challenge now is to get really clear about your reasons for focusing on each of these ‘levers of agility’.
The next worksheet provides a template to help you develop the solutions and strategies you will deploy to improve the performance of the priority levers you have chosen.
The colour coding represents the shift from something that is holding you back (Red), to something that will allow you to move forward (Green).
The red section invites you to consider the challenge you are facing i.e. how the lever in question is either creating or sustaining the current position in your business, what the solution is that you need or want to create and the outcome that will result from applying and sustaining this solution.
The final box in the red section asks what you will measure to know that your solution has produced the desired result.
The green section then invites you to write a succinct summary of your chosen strategy to develop and implement your solution, and the timeframe within which you want to implement it.
Some notes are provided on the reverse to help you; as shown below. Once again, you can download the toolkit, including this worksheet, from here if you wish.
With a completed Solutions & Strategies worksheet for each priority lever, you are now in a position to summarise the milestones on your journey towards implementing and sustaining the changes you want to make to your business.
The Milestones worksheet provides a template to help you.
This simply pulls together into one overview the solutions you are going to develop for each lever, the goals and timeframes you have set for each and who will be accountable for their achievement.
Note: There is an important difference between accountability and responsibility.
- Accountability: relates to outcomes and cannot be delegated. We hold each other accountable for ‘something’, or nouns, if you prefer e.g., health and safety, new client acquisition or productivity.
- Responsibility: relates to performance of a task(s) and can be delegated. We hold each other responsible for ‘doing’ or taking actions (verbs) e.g., checking the fire extinguishers, organising a social media campaign or ensuring staff are properly trained.
The value of the Milestones worksheet is that it provides an overview of all that you are setting out to achieve. This will help you avoid the risk of seeing each element in isolation and ensure that you have the capacity and capability to complete them all within the timeframes set.
The worksheet is shown below for you to refer to or use the button to download the toolkit which includes it.
Once you have confirmed that your milestones are feasible when viewed as a whole, you might want to consider the further phases of activity you will need to complete to ensure any solutions you develop are successfully implemented and ultimately, will scale with your business.
The Roadmap worksheet sets out in summary form what these further phases are and shows how each one maps to the five levels in the framework.
You might choose to review this with colleagues and/or external advisors to ensure that you keep ahead of the business and ready to facilitate each subsequent phase.
The Roadmap worksheet is shown below and a blank template is also provided for you to note down any thoughts you may have relating to each phase.
Now you are familiar with all the worksheets in your toolkit, simply follow the step-by-step instructions below to complete your business agility self-assessment!