You are on page 1of 3

Proposed 30-Day Plan

Business Intelligence Practice Director


Week 1
Meet with executive leadership Understand Objectives and strategy for the firm and IM practice Current opportunities, issues and risks IM practice director role expectations Understand Scope, deliverables and timeline Current status, including issues, risks and mitigation plans Project financials and trending Where the IM practice director can provide support May extend beyond week 1 based on team availability and project demands For each team member, understand Experience, skills and current role Interests and career objectives Any concerns Where the IM practice director can provide support Meet with other leads Understand Other leads perspective on the relationship of the IM practice on other areas of the firm Needs of IM from other areas of the firm Recommendations on areas for development Identify proposal efforts that require immediate action Understand current state of in-flight proposals Understand business development strategy and activities Review practice financials Understand budgeted activities, spending and risks

Receive an update on all current projects

Meet with practice members

Review current pipeline

Develop initial plans

Create short-term action plans for immediate priorities Draft potential 1-5 year objectives and areas of focus for first 90 days; areas of focus may include Team development and knowledge sharing Recruiting Project reporting, QA and support Planning and delivery methods and tools Business development Offering development Information management strategy and thought leadership Branding and market positioning Financial tracking and management

30 Days
Execute action plan for immediate priorities As identified during week 1 and updated as needed Includes project issues and current proposals Meet with key clients and prospects Confirm areas of focus Develop, review and finalize 1-5 year objectives and 90 day plans for each area of focus As appropriate based on project or proposal status Based on review with practice members and executive leadership Includes definition of Opportunities and goals Milestones Roles and participants Milestones Budget Activity-level plans Engage practice members in creating and executing plans based on career development interests and availability Execute project reporting and QA Execute management of sales pipleline and resource allocation Based on current practices and developed as necessary Based on current practices and developed as necessary

Communicate with the practice

Conduct town hall meeting / call to share practice areas of focus, objectives and plans Create ongoing venues to facilitate mentoring, leadership communication, feedback, and knowledge sharing knowledge May include portal, newsletters, conference calls and practice meetings and one-on-one discussions (as project schedules permit) Provide a vehicle for team members to share project experience, learnings in IM areas of interest, etc.

Beyond 30 Days
Continue to execute action plans for immediate priorities Execute plans for areas of focus Continue to execute practice operations Updated as needed

Establish periodic review and update plans as appropriate Includes Project reporting and QA Financial tracking and management Management of sales pipeline and resource allocation Communication with the practice and individual team members Performance management

You might also like