Workshop
- Strategic Planning Workshop
The Strategic Planning Workshop is primarily designed for established businesses to develop or refine your company vision, your strategic formulation, and your implementation plan. We work with you to establish your overall direction while developing a business plan that can respond to internal and external changes over time. We use a proven, simplified process and appropriate metrics that lead to successful execution. We will optionally continue to work with you through monthly or quarterly reviews to ensure success and provide an independent perspective on your plan and your progress.
The Strategic Planning Workshop follows a step-by-step process to build an actionable plan, based on solid information and analysis:
1. Overview/Orientation – builds a common understanding of the planning process and models that provide insight into your business.
2. Review your current mission, goals/objectives, and plan – establishes the starting point and examines alternatives that can add value to your current plan. We initially look at the next 12 months.
3. Prepare situational analysis – identify market segments, competitors, capabilities, core competencies, and opportunities.
4. Formulate the strategy – brainstorm; develop industry scenario; complete strategic assessments; formulate strategies, mission statement, goals and objectives.
5. Prepare the Implementation Plan – establish action plans, schedules, and budgets.
6. Prepare for monitoring – establish metrics and monitoring schedule.
We tailor the planning process and the length of the workshop to meet your needs. We normally break the planning sequence into three or four sessions over several weeks to allow your core team to gather the necessary information and think through what has been done and what needs to be done. The Workshop can be done as an intensive three-day retreat. Whatever your end-game is, investing in this workshop will improve your path to success.
And the result?