Process...
What We Do
Strategic Planning
Help clients define a unique, valuable and long-term
competitive position in their marketplace.
- Articulate a new strategic plan or refine an existing
plan based on latest circumstances in the client's
industry or marketplace
- Document the plan
- Communicate the plan to others inside / outside
their organization
Operational Planning
Help clients implement their strategic plan. Help them
“take their strategy to the bottom line”
- Project Management Skills
- Change Management Skills
Strategic Sourcing
- Articulate client's “make vs. buy”
decision making process today
- Identify and focus on competitive advantages –
do those internally, everything else a candidate for
outsourcing
- Leverage experience and resources of strategic
suppliers – establish relationships
How
We Do It
Typical Strategic
Planning Session (2 or 3 Days)
Client Needs Assessment
Issues / Opportunities / Hot Buttons
Logistics
Timing, location, who to invite
Advanced Homework Assignments
- “Strategic Planning Primer” –
advanced reading for all participants; summary of
major lessons from several strategy “gurus”
- Identify Data Owners for each major stakeholder:
customers, employees, shareholders, processes / suppliers
- Provide specific questions to be answered / template
for Data Owner presentations at Strategic Planning
meeting
Session
Interactive, appeals to adult learning styles, large
group and small group activities
Output
- “Plan on a Page” (see below)
- All other notes / decisions reached / next steps
as determined by planning team
- Our Role: Educator, Facilitator, Historian, Conscience
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