Strategic Planning Toolkit - Overview and 3-Phase Approach

Strategic Planning Toolkit
Created by ex-McKinsey, Deloitte & BCG Management Consultants.

Problem
Most companies struggle to be good at both defining and executing their strategy. These companies usually
underperform and never really reach their full potential.
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Strategy
Execution
Strategy/Execution matrix
Good
Poor
Poor
Good
About 30% of companies have a
good strategy but poor execution*
good strategy and good execution*
poor strategy and poor execution*
poor strategy but good execution*
As we often say in the corporate world, “Strategy without execution is a dream. And execution without a strategy is a nightmare!”.
*Based on the experience of our management consultants advising 200+ companies over the past 20 years
Companies that are in this quadrant
totally outperform their competitors, in
terms of both profit growth and total
shareholder return.
But being good at both defining and
executing a corporate and business
strategy is challenging, with only a
minority of companies able to do it.

Traditional Solution
To solve this problem, companies usually hire management consultants from tier-1 management consulting
firms. While this solution works well, not everyone can afford it.
3
To help them define and implement their corporate and business strategy, most companies in the top-right quadrant (e.g. Apple, Procter &
Gamble, Google, Amazon) are hiring management consultants from the following management consulting firms:
While this solution usually brings a tremendous return on investment, not every business can afford to spend $300k+ to hire of couple of
McKinsey, Deloitte or BCG management consultants.

Our Solution
Our management consulting firm decided to create an affordable Strategic Planning Toolkit that will help you define and
implement the corporate and business strategy of your organization (or your client if you are a management consultant).
4
The Strategic Planning Toolkit includes:
Toolkit
Tools
Templates
Step-by-step Tutorials
Real-life Examples
Best Practices
Support from Tier-1
Management
Consultants
Frameworks

Objectives
The Strategic Planning Toolkit includes frameworks, tools, templates, tutorials, real-life examples, and best
practices to help you:
5
• Easily define and execute your corporate and business strategy to ensure high profitable growth
• Identify where the company should go, and how to get there
• Increase the value creation of your organization with a simple and comprehensive 3-phase strategic planning approach: (I) Set up your strategic
planning project, (II) Gather and analyze data and provide key insights, (III) Define and implement your strategic plan
• Set up your strategic planning project: (1) Strategic planning team, (2) Guiding principles, (3) Strategic plan structure, (4) Strategic plan key inputs, (5)
Strategic planning project plan
• Gather and analyze data and provide key insights: (1) Market analysis, (2) Competitor analysis, (3) Customer feedback, (4) Company data analytics team,
(5) Employee feedback, (6) Executive feedback, (7) SWOT summary of the key business insights
• Define and implement your strategic plan: (1) Mission, vision, and values, (2) Key strategic objectives, (3) Strategy map, (4) Balanced scorecard and key
performance indicators, (5) Potential initiatives to reach strategic objectives, (6) Business cases and financial models, (7) Prioritization of initiatives, (8)
Business roadmap and detailed initiatives plan, (9) Strategic plan implementation, (10) Dashboards to track and manage progress, (11) Key lessons learned,
(12) Quarterly update of the strategic plan based on new data
• Build a strategy map and balanced scorecard to easily translate your strategy into strategic objectives, key performance indicators, and targets
• Build a strong business case to get your project approved by the executive committee
• Build simple and sophisticated financial models to estimate your project financials: revenue, cost savings, cash flow, net present value (NPV), ROI, IRR,
payback period, WACC, etc.
• Prioritize your initiatives based on impact and effort
• Carry out a market and competitor analysis to better define your strategy and outperform your competitors
• Quickly improve the strategic planning capability of your organization
• Become the strategic planning subject matter expert in your organization

3-phase approach
The Strategic Planning Toolkit includes a 3-phase approach that we have built and refined over the past 20 years through
constant trial and error. The good news is that you don’t have to waste your time and money going through that lengthy
trial-and-error process. You can simply leverage our work and customize it based on the specificities of your organization.
6
Phase I: Set up your strategic
planning project
Phase II: Gather & analyze data and
provide key insights
Phase III: Define and implement your
strategic plan
1. Strategic planning team
2. Guiding principles
3. Strategic plan structure
4. Strategic plan key inputs
5. Strategic planning project plan
1. Mission, vision and values
2. Key strategic objectives
3. Strategy map
4. Balanced scorecard and key performance indicators
5. Potential initiatives to reach strategic objectives
6. Business cases and financial models
7. Prioritization of initiatives
8. Business roadmap and detailed initiatives plan
9. Strategic plan implementation
10.Dashboards to track & manage progress
11.Key lessons learned
12.Quarterly update of the strategic plan based on new
data
1. Market analysis
2. Competitor analysis
3. Customer feedback
4. Company data analytics team
5. Employee feedback
6. Executive feedback
7. SWOT summary of the key business insights

In the next slides, you’ll see a small preview of Phase I
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planning project
strategic plan
3. Strategy map
data
1. Market analysis

We identified 5 [insert your own number] guiding principles for strategic
planning
8
1 Insert a quick description of your guiding principle
Insert title of your
guiding principle
guiding principle
guiding principle
guiding principle
guiding principle

planning
9
1 Engage as many people as possible from our organization. The more people we engage in defining the
strategic plan, the more people will be involved in its execution.
2 Create a shared vision up front so everyone is clear on what we want to achieve.
3 Ensure perfect alignment between our mission, vision, strategic objectives, and initiatives.
4 Prioritize rigorously so we are clear on what the company should do, and even more importantly, what it
should not do.
5 Ensure that our strategic plan is not written in stone. The strategic plan should evolve incrementally each
time new data and insights are identified.
Stakeholder
engagement
Shared vision
Strategic alignment
Focus
Iterative process
Real-life examples from strategic planning projects
we carried out for Global Fortune 1000 firms

planning
10
1 Ensure that project sponsorship is from a high enough level to command the organization's attention.
2 Make sure the entire leadership team has a real understanding of and endorses time commitment.
Project sponsorship
Leadership team
Additional real-life examples from strategic
planning projects we carried out for Global Fortune
1000 firms
3 Go at a reasonably quick pace to create momentum and enthusiasm.
4 Drive action with a detailed and explicit strategic planning project plan to make our vision a reality.
5
Momentum
Strategic planning
project plan
Let’s capitalize on our current strengths and competitive advantages.
Competitive
advantages

See below 4 screenshots from Phase I.
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Strategic Plan Key Inputs
Strategic Plan Structure
Data Gathering Process
Strategic Planning Project

In the next slides, you’ll see a small preview of Phase II.
12
planning project
strategic plan
3. Strategy map
data
1. Market analysis

1. Key National Competitors 2. Key International Competitors
Competitor A
Competitor B
Competitor C
Competitor D
Competitor E
Competitor F
Competitor G
Competitor H
Competitor Identification
Replace this text with the key takeaway from this PowerPoint slide.
3. Substitutes 4. New Entrants
Competitor I
Competitor J
Competitor K
Competitor L
Competitor M
Competitor N
Competitor O
13

Competitor Comparison (1/2)
Revenue Profit Market share Main activity
Number of
employee
Product quality
Insert your own
text
Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
14
Compare your competitors for the
most relevant criteria. This will
depend on your industry and
what you want to emphasize

Competitor Comparison (2/2)
20
15
10
5
0
-5
Gaining market share
Losing market share
Average market
growth
0 10 20 30 40 50
Company
Growth
(%)
Market Share (%)
Insert title
60
Insert company name
Insert company name
Insert company name
Insert company name
15
Position your competitor with a 2
by 2 or 3 by 3 matrix, using the 2
or 3 most relevant performance
indicators.

See below 4 additional screenshots from Phase II.
16
Step-by-step Guide
Strategic Planning Project - Phase 2
Business Insights Summary
Methods for Gathering Feedback

In the next slides, you’ll see a small preview of Phase III.
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planning project
strategic plan
3. Strategy map
data
1. Market analysis

Mission Statement
This is the company’s reason for existence or purpose.
It describes the overarching intent of the organization.
It is usually defined during a workshop with the top
management.
It should provide focus and direction and help guide
decision making and actions.
It should be one easily understandable sentence and, if
required, a more detailed description below the main
sentence.
Vision Statement
This describes the organization’s desired or intended
state at some point in the near or distant future.
It describes the overarching aim of the organization as
it progresses into the future.
Like the Mission Statement, it is usually defined during
a workshop with the top management.
It should provide focus and direction and help guide
decision making and actions.
It should be one easily understandable sentence and, if
required, a more detailed description below the main
sentence.
Mission & Vision Statement
Description
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Executive Summary (1/3)
Strategy Map
Financial
Perspectives
Customer
Internal Process
Learning &
Growth
Strategic Objectives
I1 - Insert your own text I2 - Insert your own text I3 - Insert your own text I4 - Insert your own text
L1 - Insert your own text L2 - Insert your own text L3 - Insert your own text L4 - Insert your own text
C1 - Insert your own text C2 - Insert your own text C3 - Insert your own text C4 - Insert your own text
F1 - Insert your own text F2 - Insert your own text F3 - Insert your own text F4 - Insert your own text
Mission: Insert your mission statement
Vision: Insert your vision statement
The best practice is to have between 1
and 3 slides for the Executive
Summary. Usually, the Strategy Map,
Balanced Scorecard, and Business
Roadmap represent a good summary
of the Strategic Plan.
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Strategy Map
A Strategy map includes 4 perspectives
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Financial
Perspectives
Customer
Internal Process
Learning
& Growth
Presents the strategic objectives driving financial performance
Presents the strategic objectives related to the company’s value proposition
Presents the strategic objectives related to the company’s internal capabilities
Presents the strategic objectives related to the intangible assets required to drive performance

Strategy Map
Example of a Strategy Map
Financial
Perspective Strategic objectives
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Increase
revenue
Increase profit
Increase number
of customers
Increase revenue
per customer
Decrease cost
Decrease fixed
cost
Decrease
variable cost
Significantly below target
Slightly below target
Meeting target or above target
Buy the Strategic Planning Toolkit to unlock content
Visit Website

Balanced Scorecard
Description
C1 Insert your own text
I1 Insert your own text
L1 Insert your own text
F1 Increase earnings per share
F2 Increase revenue per customer
F3 Reduce cost per customer
Strategic Objectives
Financial
To satisfy our shareholders, what
financial objectives must we achieve?
Perspective
Customer
To achieve our financial objectives,
what customer needs must we serve?
Internal processes
To satisfy our customers and
shareholders, in which internal
business processes must we excel?
Learning & Growth
To achieve our “Financial”,
“Customer”, and “Internal Processes”
strategic objectives, what does the
organization need to learn?
Each perspective has specific strategic objectives, key performance indicators, and targets
Visit Website
22

Business Roadmap
Insert your own text to summarize the key message of this slide
23
Insert timeline
Timeline
• Insert initiative name
Phase 1
Visit Website
See in the next slides a little more details on
the Business Roadmap and some additional
templates that you may prefer to the one
used in the document “Strategic Plan -
Template”

See below 4 additional screenshots from Phase III.
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Lean Business Case
Detailed Initiatives Plan
Project Cash Flow
Project Initial Investment

Structure of the Toolkit
The Strategic Planning Toolkit includes 380 PowerPointslides and 24 Excel sheets categorized into 4
folders that you can download on your device immediately after your purchase.
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1 2 3 4
Overview and 3-phase
approach
Phase I - Set up your strategic
planning project
Phase II - Gather and analyze data
and provide key insights
Phase III - Define and implement
your strategic plan
380 editable Powerpoint slides* 24 editable Excel sheets*
+
*Please note that the number of PowerPoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a PowerPoint slide
that has been duplicated to facilitate our clients’ understanding only counts for 1 slide.

Interested in more than 1 Toolkit? You can access all our Toolkits for half the
price with the Gold Business & Consulting Package
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Strategic Planning Toolkit - Overview and 3-Phase Approach

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