Energy & Mining

Quarterly Planning in the Finance Division of a Mining Company

Global Mining Company (Finance Division)

The Story

The Challenge

We are the finance division in a global mining company. We are tasked with delivering on enterprise initiatives that require clarity and alignment with leadership on the most important areas. We want to better plan, estimate and deliver on our priorities to achieve this.

Our Approach

In collaboration with the finance division, ADAPTOVATE helped them shift to quarterly reprioritization and planning, which allowed for improved focus and understanding of capacity and capability to improve the ability to deliver for internal and external customers and stakeholders.

We launched a Quarterly Delivery Cycle (QDC) to focus on helping leaders think more strategically about planning and delivering outcomes on a quarterly cadence
The Quarterly Business Review memo and Big Room Planning session provided the team transparency into quarterly goals and how much work they were attempting to deliver
The Lead Planner was coached on how to manage and facilitate the QDC process, to work with leadership to plan for quarterly outcomes, and to continually drive improvement in the process

Results & Impact

Leaders aligned

Team members

Delivery framework

Outcomes

The quarterly planning approach aligned 9 leaders to set strategic quarterly plans, brought 15 team members together to collaborate on delivery plans, and established 1 framework to improve strategic delivery.