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The Visioneering
  Operating System
      A Framework For Execution


Coach Davender Gupta
Startup-Académie
www.startup-academie.com
The Action Cycle

                                                          WHY
                      Idea                                Intellectual Capital




                      Strategy                            WHAT
        Feedback


                                                          Strategic Capital
                   Before Plan

                   After Plan




                                                          HOW
                      Execution                           Leadership Capital



                                                          WHO
                      Impact                              Relationship Capital




                     © 2012 Davender Gupta - www.startup-academie.com
                                    All rights reserved                          2
What If?

   The cause of ALL fast-growth business failures is…
       the transition from strategy to execution.

   It is very difficult to transition from strategy phase to execution
   phase because in the execution:
    Different way of thinking (result-focused instead of
     contingency-focused)
    Assumptions are not controllable
    Dealing with a chaotic situation
    New people, partners, associates, customers brought into
     the process, each with their own view and assumptions


   What if transition risk could be reduced?


                     © 2012 Davender Gupta - www.startup-academie.com
                                    All rights reserved                 3
Objective

   To provide a structured execution
   infrastructure to accelerate the
   transition from strategy to execution.


   Characteristics:
      Standardized (based on best practice)
      Customizable and extendable
      Adaptable
      Automatable


                  © 2012 Davender Gupta - www.startup-academie.com
                                 All rights reserved                 4
The Visioneering Business OS

   A business operating system is a basic set
   of processes needed to run a business
   Coordinates the activities of all participants
   The “Engine” of the business


      Without execution, a brilliant strategy is worthless


   Nothing gets done without a system to
   execute the strategy

                  © 2012 Davender Gupta - www.startup-academie.com
                                 All rights reserved                 5
VOS Design Concept

   Conforms to the basic systems criteria of the Visioneering concept of
   Leadership Capital

   Can be automated, semi-automated or manual

   Provide a solid foundation for CMM Level 2 (Repeatable)
   or ISO 900x certification

   Expandable as the organization grows

   Provide a baseline organization for the processes:
      standard, coding (reference), structure
   Customizable for different types of businesses and industries

   Customizable for individual workflow requirements

   Set up to capture develop and disseminate best practices



                       © 2012 Davender Gupta - www.startup-academie.com
                                      All rights reserved                 6
Performance

      Create high-quality product, fast
      Improve product effectiveness and client satisfaction
      Reduce wasted time, effort, energy and resources
      Improve quality
      Build a highly resilient organization
          • Focused on purpose
          • Quickly adapting to changes and learning
      Reduce stress, burnout and turnover
      Improve profitability
      Accurate assessment of TCO (Total Cost of Ownership)
      Improve ability to repeat success and learn from failure
      Install a discipline of execution to ensure things get done right
       and well




                      © 2012 Davender Gupta - www.startup-academie.com
                                     All rights reserved                 7
A Framework for Results


 Skills                                                                   Systems
 the ability to                                                           the ability to
 direct and drive growth                                                  control and manage growth



                                 leadership capital

    communication                                                                 collaboration
      congruence                                                                  coordination
                                                                                     control
       command
                                                                                   intelligence
                      commitment                          competence
                                            clarity
                   Foundation
                   the ability to initiate and support growth

                           © 2012 Davender Gupta - www.startup-academie.com
                                          All rights reserved                                     8
Systems: Characteristics

   Characteristics of a successful system:
    Visibility: All activities and results are visible to all
    Accountability: There is a specific person accountable for each
       activity and each result, and every activity is traceable
      Predictability: There are ways to quickly detect deviations
       from the desired results and feedback to the rest of the team
      Adaptability: New
       ideas, processes, objectives, knowledge, technologies and
       strategies can be quickly and effortlessly integrated
      Simplicity: The system must have minimal overhead, and be
       intuitive, easy and natural to use
      Quality: The system promotes the best efforts from each team
       member




                      © 2012 Davender Gupta - www.startup-academie.com
                                     All rights reserved                 9
Basic Structure

   The Visioneering OS is grouped into four
   systems:
    People Systems
     Collaboration: How people interact with people
          Supporting teamwork and individual productivity
    Operations Systems
     Coordination: How people interact with
     resources
          Company-specific processes related to production (workflow)
    Project Systems
     Control: How resources interact with ideas
     (intentions)
          Planning, resources and control of the direction of progress
    Learning Systems
     Intelligence: How ideas interact with people
     Collection, dissemination and development of knowledge




                        © 2012 Davender Gupta - www.startup-academie.com
                                       All rights reserved                 10
A System To Get Things Done

                        Organization


      Generation                         Application                                               Environment                  Performance
                      Learning
                                                                                                                  People
     Communication


                                                                                                                            Development
                                                           Visioneering
                                                                OS
                                                                                                                        Marketing

         Tracking & Oversight
                                                                      Sales and Customer Support                               Administration
                                                                                                            Operations
Requirements       Project                                                                                                     Quality
                                                                                               Logistics
                                   Financial
                                                                                                           Production
                                                                                                                          Development
   Stakeholders
                             Planning




                                                © 2012 Davender Gupta - www.startup-academie.com
                                                               All rights reserved                                                              11
People Management

   Processes to create, develop and grow
   a collaborative working environment
   that gets things done
   Consists of three subsystems:
    Environment
         Processes that support teamwork
    Performance
         Processes that support productivity
    Development
         Processes that prepare for change and
   evolution


                 © 2012 Davender Gupta - www.startup-academie.com
                                All rights reserved                 12
People Systems

   Environment                                             Performance
      Indoctrination                                                Workforce Design
      Culture                                                       Training
      Values                                                        Compensation
      Mission                                                       Hiring
      Vision                                                        Recognition
      Commitment                                                    Retention
      Physical Environment                                          Promotion
      Social Environment                                            Assessment
                                                                     Recruitment




                   © 2012 Davender Gupta - www.startup-academie.com
                                  All rights reserved                                    13
People Systems

   Development                                               Leadership
   Personal                                                            Management and
                                                                        Leadership Skills
      Life Balance
                                                                       Mentoring
      Stress Control
                                                                       Coaching
      Fitness and Health
      Family
   Career
      Competency Development
      Career Design
      Continuing Education
      On-Job Training




                     © 2012 Davender Gupta - www.startup-academie.com
                                    All rights reserved                                     14
Operations Systems

   Processes to provide repeatable
   production results
      Marketing
      Administration
      Quality
      Production
      Development
      Logistics
      Sales and Customer Support


                 © 2012 Davender Gupta - www.startup-academie.com
                                All rights reserved                 15
Project Systems

   Processes for project planning, tracking and control

   Five subsystems:
    Planning Management
          Task planning and sequencing (milestones, heartbeats)
    Tracking and Oversight Management
          Making sure the plans are being met
    Requirements Management
          RFPs, contracts, deliverable definition
    Stakeholder Management
          Connections with all outside stakeholders
    Financial Management
          Financial resources, including billing, accounts receivable, etc


                      © 2012 Davender Gupta - www.startup-academie.com
                                     All rights reserved                 16
Project Systems

   Planning                                                Financial
      Tasking                                              Forecasting
      Scheduling                                           Cash Management and
      Coordination                                          Flow
      Resource Leveling                                    Billing
      Work Breakdown Structure                             Accounts Receivable
      Task Allocation                                      Accounting
      Task Documentation                                   Capital Sourcing
      Risk Analysis




                   © 2012 Davender Gupta - www.startup-academie.com
                                  All rights reserved                        17
Project Systems

   Tracking and Oversight                                 Requirements
      Tracking                                                     RFPs
      Measurement                                                  Deliverables Definition
      Feedback                                                     Scope
      Notification                                                 Contracts
      Performance Management
      Estimation
      Projection




                  © 2012 Davender Gupta - www.startup-academie.com
                                 All rights reserved                                     18
Project Systems

   Stakeholder Relations
      Strategic Partners
      Subcontractors
      Consultants
      Investors
      Suppliers
      Customers
      Markets
      Subsidiaries




                    © 2012 Davender Gupta - www.startup-academie.com
                                   All rights reserved                 19
Learning Systems

   Processes to capture, synthesize and apply the lessons
   learned of the organization

   “The intelligence of the organization”

   Key competence needed to adapt and respond to change

   4 subsystems:
      Generation: how learning is captured and acquired
      Organization: turning data into wisdom
      Communication: communicating learning in the team
      Application: making sure the learning gets used




                    © 2012 Davender Gupta - www.startup-academie.com
                                   All rights reserved                 20
Learning Systems

   Generation                                                 Organization and
                                                              Synthesis
    Feedback
    Capture                                                   Data
    Traceability                                              Information
                                                               Knowledge
   Communication                                               Wisdom
   Context                                                    Application
      Internal
                                                               Access
      External
                                                               Search
   Audience
      One-to-one
                                                               Retrieval
      One-to-many                                             Extraction
      Many-to-one                                             Archiving and Backup
      Many-to-many                                            Sharing



                      © 2012 Davender Gupta - www.startup-academie.com
                                     All rights reserved                           21
Minors or Majors?

   Effective systems make the difference
   between being an amateur "Little
   League" team where everyone runs for
   the ball and ends up knocking
   heads, and a professional "Major
   League" team where every action is
   finely coordinated and focused for
   maximum results.


   Do you want to hit the ball out of the
   park every time?
              © 2012 Davender Gupta - www.startup-academie.com
                             All rights reserved                 22
In conclusion…

   The Visioneering Business Operating System
   is a set of processes that enable individuals
   and teams to successfully transform a vision
   into powerful and tangible results through
   effective generation and management of
   time and energy.
   Although the approach is simple, the
   challenge is to develop the discipline to
   practice these competencies in daily actions.
   This is what the Visioneering Approach to
   Successful Results is all about.

               © 2012 Davender Gupta - www.startup-academie.com
                              All rights reserved                 23
Please keep in touch

                Coach Davender Gupta, MSc.


                Venture Catalyst – StartupAcadémie
                Facilitateur certifié FastTrac TechVenture



 www.startup-academie.com
 www.coachdavender.com

 418-948-1553
 coach@davender.com
 @coachdavender
 linkedin.com/in/coachdavender

                 © 2012 Davender Gupta - www.startup-academie.com
                                All rights reserved                 24

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The Visioneering Operating System - A Framework For Execution

  • 1. The Visioneering Operating System A Framework For Execution Coach Davender Gupta Startup-Académie www.startup-academie.com
  • 2. The Action Cycle WHY Idea Intellectual Capital Strategy WHAT Feedback Strategic Capital Before Plan After Plan HOW Execution Leadership Capital WHO Impact Relationship Capital © 2012 Davender Gupta - www.startup-academie.com All rights reserved 2
  • 3. What If? The cause of ALL fast-growth business failures is… the transition from strategy to execution. It is very difficult to transition from strategy phase to execution phase because in the execution:  Different way of thinking (result-focused instead of contingency-focused)  Assumptions are not controllable  Dealing with a chaotic situation  New people, partners, associates, customers brought into the process, each with their own view and assumptions What if transition risk could be reduced? © 2012 Davender Gupta - www.startup-academie.com All rights reserved 3
  • 4. Objective To provide a structured execution infrastructure to accelerate the transition from strategy to execution. Characteristics:  Standardized (based on best practice)  Customizable and extendable  Adaptable  Automatable © 2012 Davender Gupta - www.startup-academie.com All rights reserved 4
  • 5. The Visioneering Business OS A business operating system is a basic set of processes needed to run a business Coordinates the activities of all participants The “Engine” of the business  Without execution, a brilliant strategy is worthless Nothing gets done without a system to execute the strategy © 2012 Davender Gupta - www.startup-academie.com All rights reserved 5
  • 6. VOS Design Concept Conforms to the basic systems criteria of the Visioneering concept of Leadership Capital Can be automated, semi-automated or manual Provide a solid foundation for CMM Level 2 (Repeatable) or ISO 900x certification Expandable as the organization grows Provide a baseline organization for the processes:  standard, coding (reference), structure Customizable for different types of businesses and industries Customizable for individual workflow requirements Set up to capture develop and disseminate best practices © 2012 Davender Gupta - www.startup-academie.com All rights reserved 6
  • 7. Performance  Create high-quality product, fast  Improve product effectiveness and client satisfaction  Reduce wasted time, effort, energy and resources  Improve quality  Build a highly resilient organization • Focused on purpose • Quickly adapting to changes and learning  Reduce stress, burnout and turnover  Improve profitability  Accurate assessment of TCO (Total Cost of Ownership)  Improve ability to repeat success and learn from failure  Install a discipline of execution to ensure things get done right and well © 2012 Davender Gupta - www.startup-academie.com All rights reserved 7
  • 8. A Framework for Results Skills Systems the ability to the ability to direct and drive growth control and manage growth leadership capital communication collaboration congruence coordination control command intelligence commitment competence clarity Foundation the ability to initiate and support growth © 2012 Davender Gupta - www.startup-academie.com All rights reserved 8
  • 9. Systems: Characteristics Characteristics of a successful system:  Visibility: All activities and results are visible to all  Accountability: There is a specific person accountable for each activity and each result, and every activity is traceable  Predictability: There are ways to quickly detect deviations from the desired results and feedback to the rest of the team  Adaptability: New ideas, processes, objectives, knowledge, technologies and strategies can be quickly and effortlessly integrated  Simplicity: The system must have minimal overhead, and be intuitive, easy and natural to use  Quality: The system promotes the best efforts from each team member © 2012 Davender Gupta - www.startup-academie.com All rights reserved 9
  • 10. Basic Structure The Visioneering OS is grouped into four systems:  People Systems Collaboration: How people interact with people Supporting teamwork and individual productivity  Operations Systems Coordination: How people interact with resources Company-specific processes related to production (workflow)  Project Systems Control: How resources interact with ideas (intentions) Planning, resources and control of the direction of progress  Learning Systems Intelligence: How ideas interact with people Collection, dissemination and development of knowledge © 2012 Davender Gupta - www.startup-academie.com All rights reserved 10
  • 11. A System To Get Things Done Organization Generation Application Environment Performance Learning People Communication Development Visioneering OS Marketing Tracking & Oversight Sales and Customer Support Administration Operations Requirements Project Quality Logistics Financial Production Development Stakeholders Planning © 2012 Davender Gupta - www.startup-academie.com All rights reserved 11
  • 12. People Management Processes to create, develop and grow a collaborative working environment that gets things done Consists of three subsystems:  Environment Processes that support teamwork  Performance Processes that support productivity  Development Processes that prepare for change and evolution © 2012 Davender Gupta - www.startup-academie.com All rights reserved 12
  • 13. People Systems Environment Performance  Indoctrination  Workforce Design  Culture  Training  Values  Compensation  Mission  Hiring  Vision  Recognition  Commitment  Retention  Physical Environment  Promotion  Social Environment  Assessment  Recruitment © 2012 Davender Gupta - www.startup-academie.com All rights reserved 13
  • 14. People Systems Development Leadership Personal  Management and Leadership Skills  Life Balance  Mentoring  Stress Control  Coaching  Fitness and Health  Family Career  Competency Development  Career Design  Continuing Education  On-Job Training © 2012 Davender Gupta - www.startup-academie.com All rights reserved 14
  • 15. Operations Systems Processes to provide repeatable production results  Marketing  Administration  Quality  Production  Development  Logistics  Sales and Customer Support © 2012 Davender Gupta - www.startup-academie.com All rights reserved 15
  • 16. Project Systems Processes for project planning, tracking and control Five subsystems:  Planning Management Task planning and sequencing (milestones, heartbeats)  Tracking and Oversight Management Making sure the plans are being met  Requirements Management RFPs, contracts, deliverable definition  Stakeholder Management Connections with all outside stakeholders  Financial Management Financial resources, including billing, accounts receivable, etc © 2012 Davender Gupta - www.startup-academie.com All rights reserved 16
  • 17. Project Systems Planning Financial  Tasking  Forecasting  Scheduling  Cash Management and  Coordination Flow  Resource Leveling  Billing  Work Breakdown Structure  Accounts Receivable  Task Allocation  Accounting  Task Documentation  Capital Sourcing  Risk Analysis © 2012 Davender Gupta - www.startup-academie.com All rights reserved 17
  • 18. Project Systems Tracking and Oversight Requirements  Tracking  RFPs  Measurement  Deliverables Definition  Feedback  Scope  Notification  Contracts  Performance Management  Estimation  Projection © 2012 Davender Gupta - www.startup-academie.com All rights reserved 18
  • 19. Project Systems Stakeholder Relations  Strategic Partners  Subcontractors  Consultants  Investors  Suppliers  Customers  Markets  Subsidiaries © 2012 Davender Gupta - www.startup-academie.com All rights reserved 19
  • 20. Learning Systems Processes to capture, synthesize and apply the lessons learned of the organization “The intelligence of the organization” Key competence needed to adapt and respond to change 4 subsystems:  Generation: how learning is captured and acquired  Organization: turning data into wisdom  Communication: communicating learning in the team  Application: making sure the learning gets used © 2012 Davender Gupta - www.startup-academie.com All rights reserved 20
  • 21. Learning Systems Generation Organization and Synthesis  Feedback  Capture  Data  Traceability  Information  Knowledge Communication  Wisdom Context Application  Internal  Access  External  Search Audience  One-to-one  Retrieval  One-to-many  Extraction  Many-to-one  Archiving and Backup  Many-to-many  Sharing © 2012 Davender Gupta - www.startup-academie.com All rights reserved 21
  • 22. Minors or Majors? Effective systems make the difference between being an amateur "Little League" team where everyone runs for the ball and ends up knocking heads, and a professional "Major League" team where every action is finely coordinated and focused for maximum results. Do you want to hit the ball out of the park every time? © 2012 Davender Gupta - www.startup-academie.com All rights reserved 22
  • 23. In conclusion… The Visioneering Business Operating System is a set of processes that enable individuals and teams to successfully transform a vision into powerful and tangible results through effective generation and management of time and energy. Although the approach is simple, the challenge is to develop the discipline to practice these competencies in daily actions. This is what the Visioneering Approach to Successful Results is all about. © 2012 Davender Gupta - www.startup-academie.com All rights reserved 23
  • 24. Please keep in touch Coach Davender Gupta, MSc. Venture Catalyst – StartupAcadémie Facilitateur certifié FastTrac TechVenture www.startup-academie.com www.coachdavender.com 418-948-1553 coach@davender.com @coachdavender linkedin.com/in/coachdavender © 2012 Davender Gupta - www.startup-academie.com All rights reserved 24