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The Complete Strategic Plan

Our facilitation process, your strategy. Perfect.

Organizations rely on us to guide them in successfully developing and implementing strategies for growth and solutions to business needs. Our facilitators save you money by using our extensive library of processes as a starting point for designing your meeting.

The Complete Strategic Plan Process
Developing a strategic plan for your organization through our facilitated process includes the following steps:

1. Defining stakeholder expectations and needs
2. Pre-planning discussions with executive team and collection of relevant corporate information
3. External survey of customers and vendors
4. Environmental assessment of employees through on-line surveys
5. Executive management interviews
6. Planning retreat (2 day) to create the Strategic Plan (see the agenda below)
7. Finalize Strategic Plan System to implement the Strategic Plan (Delivery of plan, scorecard, implementation process), using MyStrategicPlan.
8. Strategic Implementation Meetings Quarterly

General Agenda for the Strategic Planning Complete Meeting
Here is what you can expect in the two-day strategic planning meeting. Specific agendas are tailored to each organization.

1. Getting ready: Identify specific issues and choices the process should address, clarify roles, create a planning committee, develop an organization profile and identify the information that must be collected to help make sound decisions.
2. Articulate mission and vision: Reach consensus on why the organization exists, determine its primary business, identify its values, and create an image of what success will look like.
3. Review your strategic position: Gather up-to-date information on internal strengths and weaknesses and external opportunities and threats to develop an understanding of critical issues. Use the SWOT Tool to organize your information.
4. Agree on priorities: Identify the broad approaches (strategies) for addressing critical issues and the results to be sought (long-term and short-term) objectives and goals. Then you and your team will have agreement on key priorities.
5. Organize the plan: Put the pieces together into one coherent document that is practical, implementable, and easily managed and monitored.
6. Identify next actions: Once the plan is together in one cohesive document, determine next actions for each team, individual, and department.
7. Roll-out the plan: Communicate the plan across the organization so everyone know the game plan.
8. Hold everyone accountable: Monitor your plan by reporting performance metrics on a monthly or quarterly basis. Keep track of all measures by regularly updating the organization’s scorecard. Hold people accountable for making sure organizational activities are happening. Link to incentive compensation if possible. Hold monthly or quarterly strategy staff meetings. Evaluate performance and what is happening. Make corrections based on key measurements. Manage activities to drive future results.
   

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To learn more about our Strategic Planning Facilitation Programs and to get started, please contact us.