Operational Plan

Strategic innovation

Integrating resources to achieve strategic objectives

The Annual Operating Plan (AOP) also details how to achieve what is defined in the strategic plan. Furthermore, it will specify the annual contribution each area of the company should make to reach the overall goals.

Likewise, the company’s needs in terms of infrastructure, human and financial resources necessary to achieve the goals and the normal functioning of the organization must be reflected, that is, all those aspects related to the ordinary activity of the company and that may affect its effectiveness and have consequences (if not addressed) for the fulfillment of the objectives defined in the strategic plan.

Operational Plan Aligned with the Strategy

The stages we developed to achieve an operational plan aligned with the company’s strategy are:

Map of operational objectives

Map of operational objectives by area that define their contribution to achieving the overall objectives. These objectives are the results expected to be achieved within a year.

Operational indicators

Definition of operational indicators to measure the performance of the objectives defined in each area.

Goal setting

Setting goals will involve taking on challenges and commitments in each area, motivating the members of the organization to achieve effective execution.

Project formulation

Formulation of project proposals, which define how the operational objectives will be achieved in each area.

Project evaluation and prioritization

Evaluate and filter projects according to prioritization criteria that will be established, such as: time, impact on the objective, cost, etc.

Project development

Develop the projects, detailing the activities, responsible parties, deliverables, milestones, dates, as well as the human, material and financial resources.

Project Costing

Costing of each of the projects that will form part of the operating budget.

Our experts

Luis Cantú González

Bachelor's degree in Business Administration from CEU, Monterrey. Former Executive Director, Director of Administration and Finance, and Director of Control and Information Technologies at Grupo Protexa.

Jaime Alonso Gómez

Ph.D. in Administrative Sciences and Applied Economics from The Wharton School, University of Pennsylvania, USA. Consultant in Asia, the Americas, and Europe. Former Distinguished Visiting Professor at the following business schools: MIT, Harvard, California, and Austin, Texas.

José Luis Gorriti

MBA from ESAN, postgraduate degree in quality management from Osaka, Japan. Consultant specializing in strategic planning and balanced scorecards for business groups in Mexico, Peru, Brazil, Argentina, and Colombia. Former Executive and Board Member at Bayer Industrial Peru.