The process to building strategy takes discipline. The steps to doing this can be followed for any type of organization (service or product).

1. What Is Strategy?
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Thinking & Actions To Achieve Your Goals!
A. Form The Strategy
B. Build Strategic Thinking Into The Culture
C. Keep The Strategy Alive & Present In All Things
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2. • Get Everything Trapped In
Your Head Out
• Explore Raw Data
• Assumptions
• Desires & Dreams
• Get All Impacted &
Committed Parties
Sharing
• From Old Data To New
Thinking
• Past Reports
• Old Plans
• Competitive Analysis
• Market Research
• Red Flags & Big Thinking
• Talk With Many People/
Views On The Business/
• Vision
• Mission
• Goals
• Strategies
• SWOT
• Tactics
• Resources
• Tools
• Hammer It Out –
Disagree, Agree,
Compromise,Align
• Prioritize
• Walk Away Ready To Go
Finalize Plan & Actions
In Document & PowerPoint Moving Forward
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Brain & Data Dump
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Alignment
• Talk About Dump
Findings
• Hold In Person Session –
Organize Towards Strategy
Formation
• Discuss:
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Bring To Life
• Sum Up In One Page
• Share With Whole Team
– Gain Buy In & Align
• Assign Owners & Leaders And
Hold Accountable
• Build Milestone Map &
Calendar To Determine
Success – 3,6,15 month
• Review Over Time & Adjust
Base On Current Situation
• Make It Part Of Culture, Brand,
Marketing
• Reward & Recognize
Individuals, Teams & Whole
Organization On
Successful Embrace &
Living Strategy
Hold Leaders Accountable,
Check In, Adjust, Keep
Steps To Strategy Formation
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Area
Compile Into A Useable
Document/ Resource
Copyright@ David Carrithers 2019

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Building Blocks To Strategy
Mission statement: The mission statement is an overarching, Tmeless expression of
your purpose and aspiraTon, addressing both what you seek to accomplish and the
manner in which the organizaTon seeks to accomplish it. It’s a declaraTon of why you
exist as an organizaTon.
Vision statement: This short, concise statement of the organizaTon’s future answers
the quesTon of what the organizaTon will look like in five or more years.
Values statement or guiding principles: These statements are enduring, passionate,
and distinctive core beliefs. They’re guiding principles that never change and are
part of your strategic foundation.
SWOT: A SWOT is a summarized view of your current position, specifically your
strengths, weaknesses, opportuniTes, and threats.
Competitive advantage: Your competitive advantage includes what you’re best at
compared to the competition.

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Building Blocks To Strategy
Long-‐termstrategic objectives: These long-‐termstrategic focus areas span a three-‐
year (or more) Tme horizon. They answer the question of what you must focus on to
achieve your vision.
Strategies: Strategies are the general, umbrella methods you intend to use to reach
your vision.
Short-‐term goals/priorities/initiatives: These items convert the strategic objecTves
into specific performance targets that fall within the one-‐ to two-‐year Tme horizon.
They state what, when, and who and are measurable.
Action items/plans: These specific statements explain how a goal will be
accomplished. They’re the areas that move the strategy to operaTons and are
generally executed by teams or individuals within one to two years.

5. Driver Result
Performance
Focus
Customer
Satisfaction
Market
Development
Profitability
Value Statement
Requirements
• People
• Process
• Passion
Requirements
• Delivery
• Trust
• Quality
Requirements
• Retention
• Marketing
• Sales
Creates
• Opportunities
• Rewards
• Growth
Performance Drives Profit!
david@Businesshive.com 707-‐484-‐3620Copyright @ David Carrithers 2019
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