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决策管理 Strategy Management                         加中金融

    P2: Pivot 关键点的计划                                              P2: Plan for PIVOTS often

    凡事随着计划的质量及快速有效地执行而增加成功率。在时间                                   The rate of success for any outcome increases with the quality and
    市场规则经济环境和不可抗力的合力下,结果可能与预期不同。                                  accuracy of the plan coupled with the agility of execution. It would
                                                                  be logical to think that given no time constraints that a perfected plan
    成败只在关键点,  尤其是计划并不完美时。没有人能预见到
                                                                  would  result  in  achieving  100%  of  the  intended  outcome.  Under
    COVID-19。在疫情刚爆发,企业启动了 BCP 业务再续计划,
                                                                  pressures  imposed  by  market  movements,  changing  regulations,
    成立“指挥中心”集中管理危机。即便信息流入不确定,金融服
                                                                  social & economic climates, force majeures and other time bound
    务业还是立刻调整日常营运,为客户成功提供安全的物理空间                                   events,  intended  outcomes  may  vary.  Best  plans  are  formalized
    和在线交易平台。注意,这里关键点并不是在方向上 180 度的                                through  careful  analysis  of  data,  trends  and  tests.  Plans  are  then
    转折点——而是在关键点做出细微的调整,即便启动新的平行                                   quickly  executed  leveraging highly  efficient  teams  and  processes.
    轨迹,也能达成目标。                                                    Plans are often imperfect, therefore the ones with a higher rate of
                                                                  success  are  those  that  have  built-in  pivot  opportunities.    This  is
     “加拿大人在厄瓜多尔”小组也组成一个小型指挥中心。主要目                                 especially  effective  when  data  is  lacking  and/or  the  end  state  is
    标是:                                                           unclear. No one could have envisioned the world of COVID-19.
    1)采集滞留人员信息                                                    In the early days of COVID-19, businesses dusted off their Business
                                                                  Continuity / Recovery Plans and stood up decision making bodies in
    2)尽可能与相关政府机构联系;                                               hopes of centrally managing the crisis. These governing bodies are
                                                                  often referred to as a ‘Command Centre’. An inflow of information
    3)创造其他返程方式                                                    is quickly analyzed, proper authorizations are obtained, decisions are
                                                                  efficiently distributed, and swift action is taken.  Sounds relatively
    我们中有人联系大使馆,也有人建立了热线电话核对旅行者数
                                                                  simple until we factor in the number of systems, locations, employees,
    据。开始我们人数不多只有 40 个 ROCA 记录,并没有列入政
                                                                  and impacted client/consumers. The initial influx of data was less
    府的优先遣返名单。而 WhatsApp 民间登记表在开通后 24 小时                           than perfect, level of uncertainty was high and things we could not
    内有超过 250 名加拿大旅行者加入,很快成为引擎,之后与另                                have imagined changing, changed. For the financial services industry,
    一 Facebook 群合并后,72 小时不到,注册人数超过了 630 人。                        making  environments  safe  for  clients  pertained  to  both  physical
    每个滞留者除了求助旅游航空业的朋友,还联系他们的辖区议                                   spaces and online platforms. The pivot and realignment of everyday
    员和媒体以寻求帮助及替代方案。                                               operations to COVID pandemic management was almost instant. To
                                                                  be  clear,  pivots  are  not  about  making  180-degree  changings  in
                                                                  direction  -  that  is  just  loopy  and  a  waste  of  valuable  time  and
                                                                  resources. It’s about making those slight adjustments down a similar
                                                                  path or stopping to jump on to a new path that will get you to the
                                                                  ultimate destination.

                                                                  The ‘Canadians in Ecuador’ group to ensure the safe and quick return
                                                                  of Canadians, formed a mini-Command Centre to lead and guide our
                                                                  actions. The primary targets were:

                                                                     1.  Gather information on all Canadians stranded in Ecuador
                                                                     2.  Connect with Canadian governments and affiliated agencies
                                                                         who would be able to aid us in a swift return
       Leadership in Crisis                                          3.  Create  alternate  means  of  repatriation  (independent  of
                                                                         government assistance)
       危机时的领导力                                                    A number of us had contacted the Canadian Embassy and Consular
                                                                  services  in  Ecuador  with  minimal  success.  Through  personal
                                                                  networks, we established a line into Global Affairs in Ottawa who
                                                                  helped us calibrate the data we collected to the ROCA database of
                                                                  Canadian  travelers  in  Ecuador.  At  the  time,  there  were  only  40
                                                                  confirmed ROCA records for Ecuador. Given the small number of
                                                                  registered citizens, we were not on the priority list as government, in
                                                                  conjunction  with  Air  Canada  plans  were  being  formulated.  What
                                                                  started as a message board to keep our little group abreast of any
                                                                  pertinent information on WhatsApp, quickly become a data ingestion
                                                                  engine. In 24 hours of its inception, over 250 self-identified travelers
                                                                  were  added  to  our  google-sheet  on  WhatsApp,  we  merged  with
                                                                  another Facebook group and our registration increased to over 630
                                                                  names in less than 72 hours.
                                                                  Plans were put into motion for every Canadian stranded in Ecuador
                                                                  to  contact  their  MP  or  MPP  for  assistance,  media  outreach  for
                                                                  personal stories to be shared and update accurate ROCA registration.
                                                                  In  addition  to  the  groups’  collective  efforts  to  secure government
                                                                  assisted repatriation, I devoted much time in contacting a number of
                                                                  friends  in  the  travel  industry  and  airline  (charter  &  private)
                                                                  companies to secure alternate travel solutions.













                                          CCFA JOURNAL OF FINANCE   DECEMBER 2020
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