Paths to Partnering on Facilitation and Planning:

  • Leadership through the Deep Dive Strategy Process that is customized for your business plan.
  • Facilitation of strategy conversations with your leadership team, cross-functional groups, and board of directors.
  • A refresh of your strategy development process to simplify it and make it more actionable.
  • Upskilling your leadership team’s strategic capabilities during strategy workshops led by an expert strategy facilitator.
  • Development of a two-page StrategyPrint, or blueprint for your business, that can be used by leaders at all levels.

The Deep Dive Strategy Process

Strategy Development Graphic
  • Designate the team.
  • Select the process.
  • Collect intelligence on market, customers, competitors and the company.
  • Complete the Strategy Survey.
  • Educate the strategy team.
  • Schedule strategic thinking session.
  • Develop the workshop flow.
  • Identify the strategic thinking models.
  • Lead the workshop.
  • Post-workshop review of models.
  • Identify the strategic plan format.
  • Transform insights into the plan.
  • Develop visuals to communicate the plan.
  • Review the plan with leadership.
  • Modify the plan.
  • Create rollout plan.
  • Secure the necessary resources.
  • Assign accountability for initiatives.
  • Communicate the plan.
  • Monitor strategy with metrics.
  • Schedule strategy tune-up sessions.
  • Determine the agenda.
  • Update strategic plan weekly.
  • Conduct strategy tune-up sessions.
  • Monitor the process.

Roll over each phase to see its steps

Case Study: Development of Strategic Thinking & Planning Process

CLIENT

Technology Company, 4,200 employees

CHALLENGE

Company did not have a consistent thinking and planning process in place and the quality of strategy differed dramatically across the organization. Desire was to create a uniform strategic thinking and
planning process for the organization while at the same time, build the strategic thinking skills of its mid- and senior-level managers.

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