Business couple planningMaking a Quality Plan

Making a quality plan is like making a shopping list:

  1. First you need to look at what you've already got
  2. Then you must decide what you need
  3. Then you have to go out and make it happen

Don't be put off by the idea of 'planning'. Think of it as a tool - like a shopping list - to help you identify what you want to change and which things to focus on first. The tool is for your use, so you've got something to follow and won't forget ideas. You won't need a lot of flowery words or bar charts.

 

Make time and be prepared

You will need to make time away from phones, email and interruptions and you'll need to stay organised (buy a cardboard A4 wallet and keep everything in there, stapled, paper-clipped and labelled into areas). It will help to use a grid like the one described below.


Looking at your whole business will take time. How much you tackle in one go is up to you. You could do the whole plan in a week or spread it over a couple of months. Some businesses set aside a big chunk of time during a quiet period, others tackle a few topics a week. Try not to lose momentum: once you start, try to make the time to see it through.


Where you can, involve staff, customers and business advisors and talk ideas through with friends, family and other businesses. And above all, enjoy it. This is all about making your business better.


How to plan

You'll need to carefully look at each area of your business (see below) and identify what's going well and where you could improve, keeping your customers' needs firmly in mind.


Exactly how you work is up to you, but in the following pages of this section we've provided detailed ideas on ways to analyse your customers and review your products, services and performance. We've also included lists of questions for each area of your business to help you gauge your current activities and generate ideas of change.


Your Quality Plan

Click on each area below to work through it.


1. Customers
First you'll look at customers: their general needs, the needs of your particular customers and you'll also take a look at the ones you're failing to attract and those who enquire but don't book or buy.


2. You
Next you'll look at the most important person in your business: you. Your staff, suppliers and customers - take their cue from you, but do you give off the right signals? You'll look at yourself personally - your appearance, approach, organisational skills and business skills - in order to understand your strengths and weaknesses.


3. Your staff
Tourism is a people business - how well your staff work will have a massive impact on your customers. How effective your staff are will have a direct impact on the quality of your business - and on your bottom line.


4. Your premises
The environment your customers enjoy your products and services in will have a big effect on their overall customer experience.


5. Your products and services
This is what your customers come for. Looking closely at what you've currently got and what you currently deliver, and keeping your existing and potential customers needs in mind, will allow you to spot quality improvements.


6. Your business management
Having a good approach, great staff and quality products and services is essential but do you get let down by your business management - finance, marketing, meeting legislation and environmental requirements, training and IT?


7. Putting it all together
Finally you'll gather up all the information and ideas you've got and decide which changes you want to implement and when.


 


Using a grid and scoring

One very successful approach is to break your business down into areas and give each area a score between 1 and 5 for how you're currently performing. Scoring may seem simplistic, but it really helps you focus on what's going well and what's not, helps you compare performance between areas and highlights the ones that need the most attention.

PLANNING SHEET
Scoring: 1=Very Poor, 2=Weak, 3=OK, 4=Good

 
AreaTopicScoreIdeas for Change
Write your areas in this column, eg MarketingWrite your columns in this column, eg
Brochures
Write your score for each topic in here. Be consistent.In here, write your ideas for improvements. You won't implement them all in one go, but use this column to records as many ideas as possible. You can keep adding to it, as ideas come to you
 Print Ads
  
 Direct Mail
  
 Online Ads
  
 PR
etc
  


Creating a grid, with topics on the left, scores in the middle and ideas for change on the right (as in the example above) is a simple but effective way to work. Click here for a downloadable example.


Using brackets that really mean something to you like: 1=Very weak at this, 2=Doing the minimum, 3=OK, 4=Good at this, helps you score consistently. If you're having trouble scoring try changing the definitions of your brackets.


Getting started

Start by clicking on Customers in the box on the above, which will take you through customers' needs and how to analyse your own customers. This is an essential first step - meeting and exceeding customers needs is crucial to running a quality, successful business. You'll also benefit from this work when you come to look at improving your marketing.


Then work through each area in turn, honestly scoring your current performance and try to identify how you can improve. Use our questions to get started and explore the relevant areas of the Toolkit for information and ideas, but really try to focus on your business and your customers. The key thing is to generate lots of ideas for improvement. Put yourself in your customers' shoes and try to imagine what would be better, more comfortable, more interesting, more entertaining and so on. Some ideas may be impractical or not cost effective, and may never get implemented, but put them down anyway because they get your creative juices flowing. You'll only highlight the best and most practical ideas to forward into your plan.


Take the next step in Making a Quality Plan:

Access Case Study - Discovery Museum
171 Kb
Access Case Study - Discovery Museum

Accessibility Case Study of how the Discovery Museum, South Tyneside became 'accessible for all'.

Access Case Study - Guides and Tours, Tom Keating
282 Kb
Access Case Study - Guides and Tours, Tom Keating

Accessibility Case Study of how the Tom Keating, blue badge guide and tour services provider, became 'accessible for all'.

Access Case Study - Locomotion Museum
291 Kb
Access Case Study - Locomotion Museum

Accessibility Case Study of how the Locomotion Museum, Shildon became 'accessible for all'.

Access Case Study - Self-catering, The Hytte
773 Kb
Access Case Study - Self-catering, The Hytte

Access case study for The Hytte self-catering property.

Customer Tally
19 Kb
Customer Tally

An Excel spreadsheet for analysing your customers by age, income, interest and origins

Hints and Tips for Tourism Awards Entrants
25 Kb
Hints and Tips for Tourism Awards Entrants

Document containing hints and tips for entrants to the North East England Tourism Awards.

Quality Planning Grid
87 Kb
Quality Planning Grid

An Excel spreadsheet for analysing your business and planning to improve quality. Includes examples of areas, topics and points to consider and the first section has been filled out as an example.

Your Business and Disability Discrimination
113 Kb
Your Business and Disability Discrimination

This factsheet introduces the Disability Discrimination Act and explains the implications for your business. It helps you understand how to successfully comply with the Act, where to get more information and sources of help.

Click here to download Adobe Acrobat Reader