Strategic Planning Process

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