The Plan phase is guided by up to 14 key business categories, including 12 internal categories (things you can control) and 4 external categories (things you can only influence). These carefully crafted categories help agencies create a comprehensive view of the client’s scope in the future, and clarify short- and long-term goals. Ultimately, these categories ensure the integrity of ongoing efforts and align agencies to measurable client success. You can find the definitions to all the Rova Methodology categories in the Categories for Plan Session article.

Horizon Date
A specified date in the future where your Plan established in Planning will come to fruition. For an entire organization, choose two to three years out. We find one year is too soon to accomplish success, and more than three years too much can change. For a project, identify the date the specific item is supposed to launch or go live, or should based on desired business outcomes and opportunities. 

Key variable(s) to be ideated against and tracked in Rova to ensure success.

The first phase in the Rova Methodology, in which agencies collaborate with clients to define what success looks like across key business categories. Measurements are established and a Plan for success is created to serve as the backbone of the agency-client relationship. You can create a Plan using any framework of your choice, but it must include a concise, actionable statement that summarizes the categories and clearly defines what success looks like for the client on a specified future date. 

Rova, the industry’s agency-growth platform, empowers agencies and their Client Services team to grow existing client revenue. Client Services are now more accountable for agency growth than anyone, yet agencies fail to prioritize accordingly. Agencies are losing money, time and opportunity. Rova is a software tool for Client Services to bank, manage and track every detail of client development, capitalize on every opportunity and ultimately grow the agency. Rova provides agencies with a platform to add workflow, accountability and integrity to client relationships. The Rova Methodology is a free and scalable methodology for delivering business strategy planning and ideation; it's often utilized by agencies as an entry point to getting the most from our software.

The Rova Methodology
Our suggested methodology for agencies to align activities to measurable success and create a clear target for both them and the client. There are three phases of the Methodology: Plan, Transcend and Succeed. The first two phases can be implemented with or without Rova's world-class, cloud-based technology solution. 

Rova - Organization
One of the two scopes in which to approach your client engagements. For organizational level, you are looking at the entire business. The timeline is longer and the deliverables more robust. Typically, all 16 categories are used during Planning. 

Rova - Project
The second scope in which to approach your client engagements. This is typically the more popular of the scopes, as you look through the lens of a specific initiative, i.e.: a go-to market strategy, website, internal communication plan, etc. The timeline is significantly shorter and the deliverable is what you were engaged to produce. Typically, you won’t use all the categories during Planning.  

The third phase in the Rova Methodology. Tactics are executed and tracked using our software to measure their impact on the client’s business goals. By cross-referencing measurements and activities, agency-client conversations about success are focused on which measurements to impact today - making the agency pitch merely a decision of which tactics to implement and creating more predictable pipeline growth for Rova customers.

The individual ideas brainstormed during Ideation (at the organizational level) or during internal sessions (at the project level) to be executed. A tactic must add tangible value in a manner that drives measurable results.

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