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

1. Strategic Planning Process

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. 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. 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. 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. Phase 4: Strategy Finalization
• Reconvene to Review Tactical Plans
• Identify Functional Dependencies
• Align on Timing & Resourcing
Goal: Finalize Strategic Plan Elements

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. 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. 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