To grow in the competitive market in any industry it’s mandatory to
have a Strong and Efficient Strategic Plan. We help our clients with
• Know where the company are and where it wants to be:
• SWOT Analysis
• VMOSA Statements
• What’s important in the business;
• Defining the priorities;
• Key Performance Indicators (KPI)
• Review the Strategy periodically
SWOT analysis is one of the most important tools in the modern
management. We use this in all diagnosis about any business
because it’s a powerful and gives fast results in a broad range of
applications for starting a strategic planning.
1. Strengths & Weakness:
• We analyze S&W considering internal perspectives and the
point of view from the costumers, the providers and the
• We prior internal factors as HR, Physical Resources, Financial,
Processes and Past Experiences
2. Opportunities & Threats:
• The first step is to look the S&W and try to find the
opportunities extracted from the focus on the Strengths and
alternatively open up opportunities by eliminating the
• The second step is to consider external factors and their
impacts on the business as Future Trends
• The third step is going deeper with a PESTLE Analysis
VMOSA (Vision, Mission, Objectives, Strategies, and Action Plans) is a
practical planning process used to help community groups define a
vision and develop practical ways to enact change. VMOSA helps your
organization set and achieve short term goals while keeping sight of
your long term vision.
• Easy to communicate, understood and shared by members of
• Inspiring and uplifting to everyone involved in your effort
• Defines what the group is going to do, and why it's going to do
• Explains the overarching outcomes your organization is
working to achieve.
• Refer to specific measurable results for the initiative's broad
• Explain how the initiative will reach its objectives
• Action Plan:
• Describes what change will happen based on the 5W2H
A timeline is a way of displaying a list of events in chronological order,
sometimes described as a project artifact in Strategic Planning.
• Form Steering Committee
• Project Launching
2. Master Plan
• Data and Trends Analysis
• Frame Strategic Directives
• Validate Strategic Goals
• Form Solutions Teams
• Align Master Plan Activities
4. Business Plan
• Business and Resources Plan
• Outcomes Dashboard
What’s important in the business
As part of Strategic Plan is very important to know:
• Value Proposition:
• What value you are adding in your product or service?
• Costumer Segments:
• Who is your customer and what problems the product solves?
• How to access the clients and how to distribute the products?
• Costumer Relationships:
• How to create demand?
• Cost vs Differentiation
• What’s the perception of the clients about your product?
• Key Partners
• Are other enterprises essential to success of the business?
Defining the Priorities
We are always remembering our clients about the importance of
defining the Priorities. We classify in three groups:
• Communicate clearly and frequently throughout the organization;
• Develop trusting relationships with those you are working with and
• Ensure the commitment of every person involved
• What are my key result areas?
• What are my highest value activities?
• What is the most valuable use of my workforce time, right now?
• Build flexibility into your plans and processes.
• Create a weekly task list, monitor daily and review on the ending period.
Key Performance Indicators (KPI)
1. KPI need to be under the company goals defined by VMOSA
2. We use to separate the KPIs balanced in groups:
• Short Term and Long Term
• Financial and Non Financial
3. About the KPIs?
• Definition of the Performance Indicators for all activities in the
• Selection of Critical Activities that have the biggest impact on
your goals and/or can create key bottlenecks (the real KPIs)
• How to measure (frequency and accuracy)
• Who is responsible to measure
• Drive actions
Review the Strategy periodically
We review periodically the Strategy of our clients based on the
• Internal consistency
• Consistency with the environment
• Appropriateness in the light of available resources
• Satisfactory degree of risk
• Appropriate time horizon