strategic planning process
Post on 28-Jul-2015
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Overview• 5 Phase Process
� Discovery
� Workshop
� Functional Breakdowns
� Plan Finalization
� Documentation
• Generation of long-term plan strategic plan
• Mapping of long term objectives to tactical activities
• Identification of resources required for success
Phase 1: Discovery• Review existing documentation
� Current strategies, plans, metrics, etc.
• Interviews with Key Stakeholders
� Executives, Managers, Employees
• Analysis of current capabilities and challenges
Goal: Develop thorough understanding for effective facilitation
Phase 2: Strategic Planning Workshop• Review of Mission / Vision / Values
• Business / Market Analysis
� SWOT Analysis
� Porter’s Five Forces
� GE-McKinsey Matrix
� Operational CMM
• Goal/Gap Identification
Goal: Identify High-Level Strategic Objectives
Phase 3: Tactical Breakdowns• Formulation of Functional Focus Groups
• Map Strategic Objectives to Tactical Initiatives
• Identify Objective Measures of Success
• Creation of Timeline and Resource Requirements
Goal: Cascade Strategic Objectives to Tactical Plans
Phase 4: Strategy Finalization• Reconvene to Review Tactical Plans
• Identify Functional Dependencies
• Align on Timing & Resourcing
Goal: Finalize Strategic Plan Elements
Phase 5: Strategic Plan Documentation• High Level Overview Presentation
• Tactical Functional Plans
• Balanced Scorecard
• Governance Process for Tracking and Management
Goal: Enable Strategy Execution
Summary• Flexible Framework for Strategic Planning
� Prescriptive approach modified for current business needs
• Beyond Simple Facilitation
� Independent observation and assumption challenging
• Collaborative Engagement
� Operate as extended team member
About TurnPage Consulting• 20 Years of Leadership Experience
� Organizational Strategy
� Business Process Design and Optimization
� Operations Management
• Focus on Rapidly Growing Organizations
� Startups and Startup-like Organizations within Enterprises
• Ability to Create Strategy and Drive Execution
� Deep Expertise in Operations and Program Management
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