Strategic Planning

We will partner with your designated point person/team for an initial overview of desired outcomes from this process. Based on those initial results, we will finalize a customized planning process and schedule that fits your budget.

We provide pre-work, articles, or briefings to introduce relevant concepts and accelerate the process. These will be distributed to the planning participants to introduce relevant concepts and provide talking points for initial discussions. accelerate the process. Pre-reading articles and pre-work will be part of planning discussions.

We customize this step based on your needs, internal partner support, and the project timeline. All-employee surveys, small group interviews or similar types of individual feedback sessions are the core of how we gather data. We also use past surveys and other primary data sources to get a full picture of your company, your current direction, and identify gaps that may hinder growth in the future. 

An in-person session to identify long-term business objectives for your next five-year horizon. The goal is to create a Balanced Scorecard strategic plan that validates your Business Model by the end of the session. Typically, this is a structured one-day workshop that includes all key decision makers for your organization.  Session outcomes include a prioritized list of company business objectives.

This in-person session focuses on reviewing client and industry trends. The team will prioritize growth opportunities to align with the draft business model. The guided discussion should lead to an agreed upon long-term company direction and a draft of your corporate growth strategy. For consistency, this should include your same key decision makers.

This final in-person workshop with the company key leadership team focuses on identifying internal barriers and strengths to create a strategy map. The map will then be translated into corporate-level strategic initiatives that will be used to draft the “change agenda” that will be used for the Implementation phase.

This important step can be in-person or via a series of conference calls. Your next layer of leaders—those who will be most impacted by the changes that are coming, will be a part of this step. We provide background information on the upcoming changes, and help plan actions for Roll Out & Engagement, Initiative Management, and Reporting & Updating (which may include creating a measures “scorecard”). Finalized timelines and formal check-ins are part of this step.

Usually, an on-site visit with the leadership team, initiative team champions, and/or initiative teams about six months to one year after strategy rollout to keep the leadership team accountable for implementation. Can include fresh data analysis or any other in-depth evaluation that you desire.