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- 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.