1.
Strategic planning facilitation services.

2.
You want to get your people
together

3.
To talk about the future.
Of the organization
Of the company
Of the business unit.

4.
How do you get consensus?

5.
To get buy in for the
strategy and
implementation?

6.
From the ground to 30000 Feet

7.
We can help facilitate all
aspects of the strategic
planning process

8.
Your strategic plan:
• Vision
• Mission
• Values
• Balanced score card
• Strategic priorities

9.
Your strategic plan:
• Risks
• Communication plan
• Competitive advantages
• Opportunities for innovation
• Changes in consumer preferences/ target
customer

10.
Measuring success:
• KPI’s / Critical success factors
• Non-financial measures of organizational success
• New methods for adding value to your supply chain
• How to achieve better alignment with your strategy
• Tactics on how to best focus resources and energy

11.
“If you don’t have time to do it
right the first time, when are
you going to find time to do it
over?”

12.
Inputs to your strategy
SWOT
• STRENGHTS
• WEAKNESSES
• OPPORTUNITIES
• THREATS

13.
Analysis of the economic climate
PESTLE
• POLITICAL
• ECONOMICAL
• SOCIETAL
• TECHNOLOGICAL
• LEGAL
• ENVIRONMENTAL

14.
Monitoring external forces

15.
Building a capability driven
strategy
Core competencies and competitive advantages

16.
Internal Analysis
• What are you doing now?
• Get input from stakeholders, management and
staff at all levels of the organization.

17.
Inputs
• External analysis
o SWOT
• STRENGHTS, WEAKNESSES,OPPORTUNITIES, THREATS
o PESTLE
• POLITICAL,ECONOMICAL,SOCIETAL,TECHNOLOGICAL,
LEGAL,ENVIRONMENTAL
• Internal Analysis
o Stakeholder and management team inputs.

18.
Vision
Mission
Objectives
Strategies
Tactics
Aligning your strategy with your
vision

19.
Vision

20.
If success was a place, how
would you know if you got
there?
Where are you going?
Why should you go there?
What is winning?

21.
Mission
Why do you exist?
Who do you do it for?
Who is your main customer?
What do you do for them?

22.
Strategic mission.
• Focus: What you want to offer to the target
customer and what you don’t
• Difference: Why your value proposition is
divergent from competitive alternatives.
• HBR Article: The Art of Crafting a 15-Word
Strategy Statement

23.
Who is your customer?
• If you could focus the bulk of your energy serving
one key customer, who would it be?
• (Stakeholders, clients, shareholders, suppliers,
government, other)

24.
Values
• What values are important to the organization?
• How would you describe the organization if it
were a person?
• What is: “the way you do things around here?”
• What is not acceptable behavior?

25.
What can people expect
from your organization
100% of the time?
What is your company promise?

26.
How do you get alignment?
• Communicate clearly and simply
• Get buy in
o Bring people into the strategic planning process.
• Match goals and motivation
• Capability to execute
o Are they given the tools they need to succeed?

27.
Balanced Score Card
Financial
Customer
Process
Org Capacity
If____then___
Howdowe?

28.
Cascading Goals
• Organizational Level
• Team Level
• Functional level
• Individual level

29.
KPI’s
Performance measures and targets
What are the critical measures or ratios in your business?

30.
Where to add value?
As part of the strategy

31.
Supply/Value Chain

32.
Where do you go next?
• Red Ocean- An area that is expensive and
challenging to be successful in. Lots of
competitors.
• Blue Ocean- New industry, new market, new
opportunities.
o Spurred by innovation and/or disruption.

33.
Strategic intent
• Headlines or themes for how you will execute
your strategy.
• Broadly specific areas of focus.
• Makes it easy to communicate and focuses
action.
o “Think of new years resolutions”

34.
Top 5 and top 1 of 5
• What are your top 5 priorities for the quarter?
• Of those top 5 priorities, which is the top priority?
• Make significant progress on a few initiatives vs.
incremental progress on many initiatives.

35.
Risks to good implementation
• Leadership
• Communication
• Resources
• Buy-in
o Push vs pull

36.
• Harvard business
review interviewed
26000 people at 31
companies to
determine what traits
align with strong
strategy execution.
• https://hbr.org/2008/
06/the-secrets-to-
successful-strategy-
execution

37.
Identifying gaps
What skills or resources do you need to make your
strategy a success?

38.
Implementation constraints
• Time
• Budgets
• Human Resources
• Technology
• Other Constraints?

39.
Risks
• What uncertainty exists in your organization?
• What are the impacts of that uncertainty? (risk)
• What is the likelihood of that happening?
• What can we do to mitigate that risk?

40.
Stakeholder analysis
• Who are your Stakeholders?
• What is their influence/power?
• What is their interest in what you’re doing?
• What is important to them?
• Actions

41.
Stakeholder Analysis
Keep
Satisfied
Monitor
Closely
Monitor
Keep
Informed

42.
Strategy is about choices

43.
Choose us.
http://smestrategy.net/services/meeting-facilitation/
info@smestrategy.net
1-855-895-5446