Simplifying the Rockefeller Habits One Page Strategic Plan

We employ many of the strategies from the book Mastering the Rockefeller Habits including the One Page Strategic Plan (OPSP). For this year, and going forward, we decided to simplify and develop our own one page plan, as a hybrid between the Rockefeller Habits approach and the Patrick Lencioni organizational clarity approach. Here are some of the challenges we had with the Rockefeller Habits one:

  • Too much stuff on one page front and back
  • Terminology wasn’t clear (what’s the difference between a key thrust, rock, objective, initiative, and actions)
  • Jargon for our own goal categories (most people didn’t remember that A/R – DSO stood for accounts receivables – days sales outstanding, which translates to how many days, on average, does it take for us to get paid)

We’re still working on what this simplified document will contain, and when we’ll roll it out, but my guess is that we’ll be ready within the next two weeks.

Comments

13 responses to “Simplifying the Rockefeller Habits One Page Strategic Plan”

  1. Mike Landman Avatar

    Will you share it with your business pals? 😉

  2. davidcummings Avatar
    davidcummings

    Of course :-). I’ll have it ready for next month.

  3. Jared Heyman Avatar
    Jared Heyman

    I’d like to see it, too. We’re using the Rockefeller Habits OPSP and have some of the same issues with it. It’s great overall though.

    1. davidcummings Avatar
      davidcummings

      Definitely, I’d be happy to share it with you.

      1. Grant Sauer Avatar

        Hi David.

        Have you posted your revised version somewhere or can you send it to me ?

        Thanks.

      2. John Avatar
        John

        Hi David,

        Are you able to send the completed version? Thanks in advance!
        John

  4. Chris Wegener Avatar
    Chris Wegener

    was going through my notes and bam… if you are not on the 1st page of results for this topic!

  5. Ms. Hussain Avatar
    Ms. Hussain

    Hi David,

    would it be possible to get a copy of your work, we are hoping to internally run with the habits early next year, i would really appreciate your efforts.

    Thank you in advance

    Ms. Hussain

  6. […] last year I mentioned that the Rockefeller Habits One Page Strategic Plan is too complicated, cluttered, and jargon filled. Answering all the questions and providing it in one page form is a […]

  7. Simplified One Page Strategic Plan « myprintXpress Avatar

    […] last year I mentioned that the Rockefeller Habits One Page Strategic Plan is too complicated, cluttered, and jargon filled. Answering all the questions and providing it in one page form is a […]

  8. […] company projects? My guess is not too many. The weekly detailed project review fits nicely with the one page strategic plan and quarterly rocks whereby the rocks represent the most important projects that need to get […]

  9. Jennifer Desloges Avatar

    I’m interested in this strategy. Can you give me more information?

  10. […] in more time spent on planning and accountability. For me, the two biggest things are doing a Simplified One Page Strategic Plan every quarter (planning) and doing daily check-ins (accountability). There are a number of other […]

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