Strategic Planning & Collaboration Process

. . .is about creating a strategic future direction that requires. . .

strategic thinking
strategic decision making
strategic innovation

STRATEGIC PLANNING

Environmental Scan

• Macro-environmental Trends
• Industry Analysis
• Strategic Group Mapping
• Competitor Intelligence

Organizational Assessment

• SWOT Analysis
• Core Competence
• VRIO Model
• Value Chain Analysis
• Critical Success Factors
• Stakeholder Analysis

Strategic Vision & Mission (current)

Strategic Futures

• Strategic Goals
• Scenario Analysis
• Strategic Options

Recommended Strategic Focus

• Future Focus
• Strategic Alignment with a Balanced Scorecard

Our collaboration involves. . .

1. Exploratory Discussions
   We would be happy to explore opportunities and possibilities for collaboration. (No charge)
2. Proposal & Contracting
   Our agreement for collaboration creates a shared understanding of the terms and conditions for the project.
3. Needs Assessment*
   The assessment examines the organization’s vision, mission, strategic capacity, competitive situation, and leadership orientation to determine pre-work and facilitation design.
4. Facilitation Design*
   Design of facilitation process with activities to address issues arising from the needs assessment.
5. Retreat/Meeting Facilitation
   Facilitation on-site retreat/meeting for strategic planning takes place with clients.
6. Post-facilitation
   Follow-up support is available contingent on client requests.

*Optional components if client opt for generic strategic planning facilitation without pre-work preparation.

DELIVERABLES:

• Strategic Plan
• Shared understanding of future
• Participative process
• Increased strategic capability