Recent research from Deloitte shows that organizations that engage in a quarterly goal-setting process are 3.5X more likely to be in the top quartile of their industry when compared with those that follow an annual planning cycle. These high-performing organizations build a strategic thinking framework and a regular goal setting cadence that provides them with the flexibility to adjust their plan as circumstances change or new information comes to light.
Your objective is more than just a strategic plan for your business. Your goal is to train your leadership to think more strategically in the rhythm of their day-to-day responsibilities. You'll leave this session with concrete steps you can take to increase the odds that what you set out to do as an organization is what you actually execute.
15. Drive new total contract value (TCV) of _____ from ____ new
clients and deliver EBITDA of ____ of revenue while scaling
the business for sustainable growth and expansion
Sample One Page Strategic Planning Document
Become the global leader in ________ that continuously
optimizes the best for our people, our planet and our profit
Strategic Intent 20XX Strategic Objective
5 Key Strategies
Aligned Strategic Initiatives
Capitalize on a High
Performance Team and
Culture to drive innovation
and exceed strategic
imperatives
Optimize our customer-
centric Product Discipline
to drive market leadership,
customer satisfaction, and
profitability
Leverage our Unique
_______ Value
Proposition to deliver our
brand promise of ______
Maximize Strategic Client
Acquisition opportunities
within targeted verticals and
regions to drive accelerated
growth
• Executive Team
• Performance Management
• Learning Organization
• Build vs. Buy
• Industry-Specific
• Product Strategy
• Product Roadmap
• Thought Leadership
• Rebates and Incentives
• Market Research
• Manufacturing
• Logistics
• Deployment / Consulting
• Account Management
• TCV achievement
• Direct Sales
• Channels / VARs
High Performance
Team and Culture
Product Management
Discipline
Unique Value
Proposition
Scalable Operational
Processes
Strategic Client
Acquisition
Exploit Scalable
Operational Processes to
increase margins and
ensure effectiveness and
efficiency
46. Let’s Connect
Dan Griffiths is the Director of
Advisory Services at Tanner, a
CPA firm based in Salt Lake City.
He provides strategic and
business planning, business
coaching, and leadership
development. Contact Dan at:
dgriffiths@tannerco.com
Or connect with him on LinkedIn:
www.linkedin.com/in/dangriffiths
cpa