Strategic Planning Services
One of the most important responsibilities of business leaders is to provide all team members strategic clarity (where are we going) and role clarity (what is my role in getting us there).
Strategic clarity is achieved by developing and communicated a clear strategic vision for your business. Your strategic vision creates a vivid and measurable target of what you and the team want your organization to look like in 3 years.
A strategic vision includes both subjective and objective/financial components. Your strategic vision clearly defines the strategy of the organization and the key initiatives to get where you want your organization to be in 3 years.
Your financial vision consists of five to seven metrics you monitor on a consistent basis (monthly, quarterly, annually, 3-years). These are the metrics that let you know if your strategy is working or not working. They provide you the insight to double down on what is working and where to make strategic adjustments on what is not working.
Your strategic and financial vision act as a bullseye, so all team members make every daily decision based on what helps us achieve our vision. With your strategic and financial vision in place, you now can develop your talent plan to provide all team members the role clarity that will optimize their performance.
We help leaders achieve strategic and role clarity throughout their organization and stop the vanilla through the following strategic planning services:
Strategic Coach
- Defining the Planning Process
- Pre-Planning Interviews
- Planning Meeting Facilitation
- Team Development Session
- Defining Your Strategic & Financial Vision
- Competence/Differentiation Definition
- Target Market Identification
- Dashboard/Metrics
- Design Organizational Structure/Talent Vision
- Talent Plan Development
- Define Sprint Goals & ActOn Plans
- Department Planning
- Acquisition Assimilation Plan
- Lead Leadership Teams Through the Talent Planning Process
Lead Leadership Teams Through a Custom Strategy
Your vision answers the following questions:
10-Year North Star
- What is our high-level 10-year target that inspires our organization to greatness (i.e. revenue, # of employees)
Differentiation
- Why is a customer going to choose us vs. a competitor?
- When you provide a product and/or service that is unmatched by others, your customers are going to choose to do business with you and pay you for it.
Target markets
What finite group of companies/customers are we going to pursue that value your differentiation/what we do best?
Customer perceptions
- By the end of our vision (3years), what do we want our customers to be saying about us?
Products/Services
- By the end of our vision, what products and services are we going to be offering and not offering?
Geographic markets
By the end of our vision, what geographic markets are we going to be providing our products/services?
Company values/Culture
- By the end of our vision, how do we want our culture to be described by our team members? What are our core values?
Strategic Initiatives
- What are the key initiatives we need to pursue over the next 3 years to achieve our vision?
Financial Vision
- What are the 3 to 6 metrics we are going to monitor to ensure we are moving towards our vision? Establish monthly, quarterly, annually or 3-years goals for each metric to create your financial vision.