Posts Tagged ‘after-action review’

by Richard Martin

Copyright : Nikom Twytit | 123 Stock Photo

I always advocate looking at what we’ve accomplished in order to gain a better grip on where we need to go in the future. This is crucial to learning and readiness as well as for continuing improvement and development. December is a good time to do this as it provides a natural break point for after-action review and self-development.

What were my objectives at the beginning of the year?

Have I achieve my goals in the following areas: financial, strategic, professional, leadership, personal, family, developmental, educational, motivational, volunteering?

Could I have been more focused on key goals and activities?

On the other hand, was I too focused on some areas, to the exclusion of other important goals and activities?

Did I have a strategy and overall plan? Did I adhere to them or was I flexible in adjusting to circumstances and needs as they evolved?

Did I have a good support network and employ it to its fullest?

Did I procrastinate and waste time on irrelevant activities and time fillers?

Did I exercise regularly and care for myself in body, mind, and spirit?

Have I put off important personal and professional matters because I feared the effort or consequences?

What am I most proud of having accomplished or changed during the year that is ending?

What am I least proud of? How can I avoid that in the future?

Was I opportunistic during the year so I could progress faster toward my goals and implement my strategy with greater effectiveness and efficiency?

Did I seize and maintain the initiative, or did I coast on previous gains and try to defend my position?

There are still 4 weeks in December. What are the three key things I can do, right now, to make the end of 2017 a success?

What opportunities are close at hand and that I can seize to gain/regain and/or maintain the initiative as I head into 2018?

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

post-action-leadership

Step 12 of the Business Readiness Process: Assess Performance

Last week, I discussed the importance of exercising leadership before, during, and after an event or plan. Over the years, I’ve found that the most overlooked part of leadership is that which must occur after a plan has been implemented and is sufficiently advanced that there is an opportunity for learning.

aar-ll

Too many leaders miss a golden opportunity to learn from the grass-roots, explain their decisions, and improve by increasing future readiness. This is when leadership is often hardest, because everyone just wants to get back to business as usual. It takes extra effort and motivation to make a difference between a small improvement and big improvement in future performance.

The key to post-action leadership is After-Action Review (AAR). Ongoing feedback and leadership during execution are needed to ensure performance meets expectations and corrections are made. But there is usually also a need to modify training, structures, procedures and systems to get better in the future.

However, these changes must be institutionalized and systematized to be considered full Lessons Learned (LL). These combined AAR-LL processes have been developed by military forces to generate continuous organizational learning and performance improvement.

This ends my series on the Business Readiness Process. Next week I’ll start writing about other aspects of readiness, strategy, and leadership to complement what I’ve covered so far.

Stay tuned!

Recap of Business Readiness Process

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2016 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

After every major undertaking, it’s always a good idea to conduct an after-action review to determine what went well, what went poorly, and how to improve for the next time around. This is modelled on the military approach to after-action review, which I’ve described in more detail here.

I’m currently working with a client that has been through a merger and now an acquisition. Here are some of the areas to examine in conducting an after-action review to improve the next time around:

  • Competitive and corporate strategy
  • Financing & ownership
  • Brand & repute
  • Competitor reactions
  • Strategic planning
  • Planning & budgeting
  • Operations
  • Information technology and management
  • Website and online presence
  • Client relations & communications
  • Client retention & turnover
  • Other stakeholder reactions
  • Marketing & promotion
  • Employee relations (especially management)
  • Revenue generation
  • Redundancy & cost control
  • Administrative processes & systems
  • Compensation & benefits
  • Recruiting & integration
  • Key people retention & turnover
  • Succession planning

For each of these areas, you can ask your key stakeholders to identify the following:

  • Successes
  • Mistakes
  • New strengths resulting from merger/acquisition
  • Weaknesses & vulnerabilities resulting from merger/acquisition
  • New opportunities
  • Risks & threats
  • How to improve the process in the future