Business Planning Meeting October 14 &15
Objectives:
- Fully prepare for the rest of 2025 to end with the best results we can.
- Review and understand our process and prepare for future solutions.
- Collaborate and agree on a strategy for 2026.
- Always be improving.
8:30am-9:30am - Projects review and “Go-get”. Projects we MUST win in Q4!
- % to Plan
- Update 9+3 Forecast
- 9:30am-Lunch
- Jones Power2026 Business Strategy Discussion
- Each individual will have approximately 30 minutes to outline their ideas for the 2026 (and beyond) objectives for Jones Power on a worksheet.
- Once everyone has completed their worksheet, we will each share and collaborate these ideas.
- The goal of this will be to align on a business strategy for Jones Power 2026 business plan and identify areas where we are lacking.
8:00am-8:30am - Org check-in (how is everyone doing/feeling?)
- Are our teams ready?
- Review of pulse survey from employees
DAY 1
DAY 1
DAY 1
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
8:00am-8:30am
9:30am-Lunch
8:30am-9:30am
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
THINK AHEAD
Think ahead about the business strategy for Jones Power. Think of your department, the company/services, the market, etc.On-site, complete the worksheet or in advance. Dealer's choice!
Link to worksheet
LET'S GO GET SOME BIRDS
9:30am-Lunch - 2026 AOP Planning Expectations-Riley & Aaron
- Wrap up and alignment on goals, responsibilities, action items
- Select date for our next meeting Jan/Feb
- Lunches to go!
8:30am-9:30am - RFQ processes hand off workshop/role play. Outline of future process or modifications from existing process.
DAY 2
DAY 2
DAY 2
8:00am-8:30am - CPW Bid Process/Negotiation Post Mortem Discussion-What went well, what went poorly, and what will we do differently?
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
8:00am-8:30am
9:30am-Lunch
8:30am-9:30am
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Jones Power RFQ Relay Role Play Outline
1...2.. ..3... GO!
🧩 The Challenge - Simulate the full project journey — quote ➡️ execute ➡️ invoice — while spotting where info drops, timing slips, value is added, the process is clearly understood by everyone, and teamwork wins or fails!” 💡 Ultimately, this is a real-world test drive of how Estimating, Operations, and Finance keep (or lose) the baton from start to finish.”
Link to the RFQ Role Play Outline
Jones Power Business Planning Meeting October 14 &15-MASTER
Kathy Hopper
Created on October 6, 2025
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Transcript
Business Planning Meeting October 14 &15
Objectives:
8:30am-9:30am- 2025 AOP review-Riley
- Current P&L
- Projects review and “Go-get”. Projects we MUST win in Q4!
- % to Plan
- Update 9+3 Forecast
8:00am-8:30am- Org check-in (how is everyone doing/feeling?)
- Are our teams ready?
- Review of pulse survey from employees
DAY 1
DAY 1
DAY 1
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
8:00am-8:30am
9:30am-Lunch
8:30am-9:30am
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
THINK AHEAD
Think ahead about the business strategy for Jones Power. Think of your department, the company/services, the market, etc.On-site, complete the worksheet or in advance. Dealer's choice!
Link to worksheet
LET'S GO GET SOME BIRDS
9:30am-Lunch- 2026 AOP Planning Expectations-Riley & Aaron
- Wrap up and alignment on goals, responsibilities, action items
- Select date for our next meeting Jan/Feb
- Lunches to go!
8:30am-9:30am- RFQ processes hand off workshop/role play. Outline of future process or modifications from existing process.
DAY 2
DAY 2
DAY 2
8:00am-8:30am- CPW Bid Process/Negotiation Post Mortem Discussion-What went well, what went poorly, and what will we do differently?
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
8:00am-8:30am
9:30am-Lunch
8:30am-9:30am
Title
Title
Title
Write a brief description here
Write a brief description here
Write a brief description here
Jones Power RFQ Relay Role Play Outline
1...2.. ..3... GO!
🧩 The Challenge - Simulate the full project journey — quote ➡️ execute ➡️ invoice — while spotting where info drops, timing slips, value is added, the process is clearly understood by everyone, and teamwork wins or fails!” 💡 Ultimately, this is a real-world test drive of how Estimating, Operations, and Finance keep (or lose) the baton from start to finish.”
Link to the RFQ Role Play Outline