This document discusses strategies for developing an organizational strategy plan. It outlines a 6 step process: 1) Understand business and functional needs, 2) Understand the current situation, 3) Define key priorities, 4) Build a plan to achieve priorities, 5) Validate and communicate the strategy, and 6) Implement and review the strategy. Tools that can be used include SWOT analysis, brainstorming, defining measures and activities to track progress. Regular communication of the strategy is important for engagement.

1. Strategi and Tactic
Graphic Designe
ToolsOleh Melekh
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Srategi and tactic
Together Everyone Achieves More
* If people see value in it, the teams can create strategy plan at all levels of
the organization.
Development of strategy. Key messages1
Alignment & prioritization tool
Cascade & focus on what is meaningful for us
The process to create the strategy is as important as
the output to ensure buy in and alignment
Strategy is not to manage routine work, it is
improvement work
The real value of an strategy plan is perceived when it
becomes a living document, tracked on a monthly basis
Strategy development plan2
Understand Business
and Functional needs
Understand current situation
Build a plan to achieve
the Key Priorities
Validate & Communicate
the strategy
Implementation
& Reviews
1
2
3
4
5
6
Gather and understand Business
strategies and Functional objectives
Reflect on the reality in terms of
current results and ways of working
Agreement on 3 to 5 Key Priorities
that will make a difference
As a team, break down Key Priorities into
Drivers, define Measures to track progress
and Activities to execute
Agreement on Final strategy. Develop
and execute a Communication Strategy
Execute activities and perform
regular reviews.
Define
Key Priorities
Understand Business
and Functional needs
Understand current
situation
Build a plan to achieve
the Key Priorities
Validate & Communicate
the strategy
Implementation
& Reviews
Gather and understand
Business strategies and
Functional objectives
Reflect on the reality in
terms of current results and
ways of working
Agreement on 3 to 5 Key
Priorities that will make a
difference
As a team, break down Key
Priorities into Drivers, define
Measures to track progress
and Activities to execute
Agreement on Final strategy.
Develop and execute a
Communication Strategy
Execute activities and
perform regular reviews.
Define Key Priorities
1
32
4
6 5
4 Step 1 - Understand Business and Functional needs
Understand
Business and
Functional
needs
Understand current
situation Define Key Priorities
Build a plan
to achieve
the Key
Priorities
Validate &
Communicate the
strategy
Implementation &
Reviews
1
32
4
6 5
Brainstorming and Brainwriting7
Brainstorming
SWOT Analysis8
Agreement on areas to be focused
O P P O R T U N I T I E S
S T R E N G T H S W E A K N E S S E S
T H R E A T S
Key company directions10
$£€
Marketing
Finance
Product
People
Service
Examples of priorities11
Sales and Marketing:
Dominate point of purchase to increase
Market share Increase brand awareness
F&C:
Reduce unnecessary travelling cost in all
functions
HR:
Develop a High Performance Organization
Develop Leadership skills
Improve people competences and
managerial skills to sustain a high
performance organization Strategy
Types of Capability building13
The OMP must be communicated in a way that engages people15
Some ways to communicate
Quarterly/ weekly meetings16
Together Everyone Achieves More
Strategy development plan3
Tools
Business Surve
Mission
Vision
Values
Brainstorming
- Brainwriting
Contributor
Analysis
- Impact x Effort
matrix
Visualized board
or tool
Communication
(unformal meeting/
google+)
- Quarterly
and Monthly/
weekly reviews
SWOT
1
4 3
2
Effort
Impact
0 1 2 3 4 5
P1 P2
P3
P5
P6
P8
P4
P7 P9
S W
TO
Strengths Weaknesses
Opportunities Threats
SWOT
ANALYSIS
Brainstorming
MISSIO
N
VALUES
VISION
5 Step 2 - Understand Business and Functional needs
Understand
Business and
Functional
needs
Understand
current situation Define Key Priorities
Build a plan
to achieve
the Key
Priorities
Validate &
Communicate the
strategy
Implementation &
Reviews
1
32
4
6 5
SWOT Analysis6
is not a strategy
Understand what a SWOT analysis is:
Why and when to use?
S W
TO
Strengths Weaknesses
Opportunities Threats
SWOT
ANALYSIS
Video SWOT Analysis
9
Understand
Business and
Functional
needs
Understand current
situation Define Key Priorities
Build a plan
to achieve
the Key
Priorities
Validate &
Communicate the
strategy
Implementation &
Reviews
1
32
4
6 5
Step 3 – Define Key Priorities
Step 4 – Build a plan to achieve the Key Priorities
Building a plan …12
A Measure can be any Performance
indicator (e.g. KPI, PPI, GPI, CPI, BPI,
etc.)
A target can be quantitative
(numeric/percentage) or qualitative
(hit or miss).
Activities are the projects and actions
that will be executed to achieve the
targets defined against the Measures.
Activities are not routine/standard
work; they are projects/actions/tasks
to improve performance.
Milestone is the point that marks the
completion of a set of activities or a
phase. A milestone is a high level
event such as finalizing, endorsement
or signing off of a deliverable or a
document.
COST
QUALITY
SERVICE
PEOPLE
Third principle:
Balance between categories - QSPC
14 Step 1 - Understand Business and Functional needs
Understand
Business and
Functional
needs
Understand current
situation Define Key Priorities
Build a plan
to achieve
the Key
Priorities
Validate &
Communicate the
strategy
Implementation &
Reviews
32
4
6
1
5
Srategi and tactic
Together Everyone Achieves More