Scaling Plan

What is this method about?

A planning tool that helps businesses prepare for scaling up services or production. The tool provides a framework for structuring conversations about scaling up—addressing five key areas in depth: Knowledge & Capability, Management & Governance, Reputation & Effectiveness, Physical Resources, Organizational Model & Finance.

Why use it

This tool aids in determining whether a business is really ready to scale up and assists in developing a shared vision of how scaling up can be achieved. It helps the organization to understand what’s required to scale-up successfully—e.g., knowing how to: keep a clear focus, generate sustainable income, staff the organization correctly, manage new supply and demand effectively, and lead the organization through change.

When should I use it?

Whenever a business is considering scaling up—either as it moves from development into actual implementation, or when current services or production are ready to be expanded. This tool is often used upon completion of a pilot project or minimum viable product (mvp) in order to assess the business’ readiness to expand and grow in a sustainable manner.

What you get

The tool will generate an assessment document—categorized into five key areas, and detailing the organizations’ current readiness to scale and what needs to be addressed in order to enable successful scaling up. The organization and stakeholders will determine the viability of scaling up.

At a glance

• Time: Long
• Effort: High
• Cost: Medium

Materials

• Scaling plan worksheet
• Whiteboard or large paper
• Sticky notes
• Business data and financial information

Who is involved

• Product/Service Manager
• Project/Programme Manager
• Systems Manager
• Process Manager
• Senior Management from Marketing, Finance, Operations