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Strategic Planning Process
Overview
• 5 Phase Process
Discovery
Workshop
Functional Breakdowns
Plan Finalization
Documentation
• Generation of long-t...
Phase 1: Discovery
• Review existing documentation
Current strategies, plans, metrics, etc.
• Interviews with Key Stakehol...
Phase 2: Strategic Planning Workshop
• Review of Mission / Vision / Values
• Business / Market Analysis
SWOT Analysis
Port...
Phase 3: Tactical Breakdowns
• Formulation of Functional Focus Groups
• Map Strategic Objectives to Tactical Initiatives
•...
Phase 4: Strategy Finalization
• Reconvene to Review Tactical Plans
• Identify Functional Dependencies
• Align on Timing &...
Phase 5: Strategic Plan Documentation
• High Level Overview Presentation
• Tactical Functional Plans
• Balanced Scorecard
...
Summary
• Flexible Framework for Strategic Planning
Prescriptive approach modified for current business needs
• Beyond Sim...
About TurnPage Consulting
• 20 Years of Leadership Experience
Organizational Strategy
Business Process Design and Optimiza...
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Strategic Planning Process

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An overview of TurnPage Consulting's process for guiding our clients through Strategic Planning.

Published in: Leadership & Management
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Strategic Planning Process

  1. 1. Strategic Planning Process
  2. 2. Overview • 5 Phase Process Discovery Workshop Functional Breakdowns Plan Finalization Documentation • Generation of long-term plan strategic plan • Mapping of long term objectives to tactical activities • Identification of resources required for success
  3. 3. Phase 1: Discovery • Review existing documentation Current strategies, plans, metrics, etc. • Interviews with Key Stakeholders Executives, Managers, Employees • Analysis of current capabilities and challenges Goal: Develop thorough understanding for effective facilitation
  4. 4. Phase 2: Strategic Planning Workshop • Review of Mission / Vision / Values • Business / Market Analysis SWOT Analysis Porter’s Five Forces GE-McKinsey Matrix Operational CMM • Goal/Gap Identification Goal: Identify High-Level Strategic Objectives
  5. 5. Phase 3: Tactical Breakdowns • Formulation of Functional Focus Groups • Map Strategic Objectives to Tactical Initiatives • Identify Objective Measures of Success • Creation of Timeline and Resource Requirements Goal: Cascade Strategic Objectives to Tactical Plans
  6. 6. Phase 4: Strategy Finalization • Reconvene to Review Tactical Plans • Identify Functional Dependencies • Align on Timing & Resourcing Goal: Finalize Strategic Plan Elements
  7. 7. Phase 5: Strategic Plan Documentation • High Level Overview Presentation • Tactical Functional Plans • Balanced Scorecard • Governance Process for Tracking and Management Goal: Enable Strategy Execution
  8. 8. Summary • Flexible Framework for Strategic Planning Prescriptive approach modified for current business needs • Beyond Simple Facilitation Independent observation and assumption challenging • Collaborative Engagement Operate as extended team member
  9. 9. About TurnPage Consulting • 20 Years of Leadership Experience Organizational Strategy Business Process Design and Optimization Operations Management • Focus on Rapidly Growing Organizations Startups and Startup-like Organizations within Enterprises • Ability to Create Strategy and Drive Execution Deep Expertise in Operations and Program Management

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