Simplified Strategic Planning 2013

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A powerful technique to make a business plan fast while achieving key insights into your business. This is a proven method developed by the Center For Simplified Strategic Planning. Two day workshops are available or buy the book.

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Simplified Strategic Planning 2013

  1. 1. Simplified Strategic Planning The Fastest, Easiest Planning Process In Existence Today Developed by The Center for Simplified Strategic Planning Ann Arbor, Michigan
  2. 2. What Can Strategic Planning Do For Your Organization? • Align the actions of your people • Focus your resources on top priorities • Motivate the entire organization
  3. 3. “KISS” Planning Process See Be aware of your current situation, with an objective perspective Think Identify options, innovate, plan goals and actions Do ACT decisively, monitor results and create a feedback loop to adjust
  4. 4. Three Central Questions to Answer • What is our unique role in Our market? • Who will fund and support our activities? • How will we differentiate ourselves?
  5. 5. Strategic Planning Process Internal Financial Condition Capabilities Competencies External Fund Sources Competition Methodology Effectiveness Needs & Preferences Scope and Focus Competitive Advantage Portfolio Analysis Funding sources Competitive Position High Level Expand, Maintain, Contract, Milk, Exit Threats & Opportunities Situation Analysis Internal/External SWOT Competition Future Expectations Donors and Sponsors, Beneficiaries, Other similar arts organizations Strategic Analysis Assessment of Funding Sources Assessment of Needs Strategic Issues Direction Strategy Formulation Goals Objectives Implementation Action Plans Budgets Definition How to?
  6. 6. Simplified Strategic Planning Process • Situation Analysis – Donor Group or Source Identification – Competitor Identification (and their approach to Market) – Identify Strategic Competencies – Opportunity Identification and Screening – SWOT • Strategy Formulation – Threats – Strategic Assessments – Formulate Strategies – Mission, Goals, and Objectives development • Implementation Planning – Action Plans – Annual Schedules and Budgets
  7. 7. What is Your Organizations DNA • What activities energize employees • What product or service satisfies donors and clients the most • What factors give “life” to your organization • What are you most proud of in your organization This is the core of your company, and indicates the areas where you can excel and energize your entire organization. It is why a 7’ tall person is successful basketball instead of being a jockey. This is the filter use in evaluating the strength of your plans.
  8. 8. Example Capabilities Assessment Strengths Importance in Industry Our Performance  Application know-how and ability to translate process needs into solutions 2 4  Flexibility and reactivity (business model, response to needs) 4 3  Image/reputation 5 5  Global structure and implementation 5 3  Innovation (product technology, cost reduction) 6 4
  9. 9. Strategic Issues Driving Change A key issue that impacts us and requires adaptation to reach our goals. Tension is created by needs versus constraints ISSUE Arc of Tension Adaptation/Strategy Example: Low market share Need to Grow ??Adaptation?? Constraint – Limit to resources available quality and quantity
  10. 10. Example Competitive Analysis Ability to Meet Customer Valued Attributes US Company A Company B Company C Company D Company E 1. Performance 4 3 3 4 4 4 2. On time delivery 4 3 3 3 4 4 3. Bottom Line Cost 3 3 2 4 3 3 4. Technical Expertise 3 3 3 3 4 4 5. Price 3 3.5 3 2 3 3 6. Innovation of technology 2 3 3 3 4 4 7. Global Capability 4 3 3 4 4 4 8. Environmental Safety 4 3 3 4 3 3 Subtotal 3.5 3 3 3.5 3.5 3.5 Reputation/Brand 5 3 4 4 2.5 2.5 Relationships up the organization 3.5 3 3 2 3 3 Financial Strength 4 2 4 3 4 4 Service Capability 3 3 1 1 3 3 Full Portfolio 4 5 4 2 3 3 OEM Relationships 4 2 2 4.5 2 2 Overall total 4 3 3 3.5 3.5 3.5 M U S T H A V E O T H E R S
  11. 11. Planning Process Schedule 1. 1 1/2 days to review process and make team assignments for situation analysis. 2. 1 day 2-4 weeks later to review situation analysis and discuss future expectations 3. 1 ½ day 2-4 weeks later to set direction and make team assignments for direction and goals 4. 1 day 2 weeks later to define action items and accountability The Simplified Process takes a Total time elapsed of 1 ½ to 2 ½ months And meeting time of 5 days !
  12. 12. Contact Us Now www.OhioBusinessHelp.com arthelmstetter@b2bplanner.com 937-985-0481 Art Helmstetter, PE

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