This document provides a brief guide on conducting a strategic management workshop. The workshop aims to formulate an organization's new strategic directions for short and long term growth by developing a renewed vision, mission, core values, strategic objectives and projects. It will cover explaining strategy, strategic thinking and the strategic management process. The workshop will deliver a new strategic plan with objectives, projects and an implementation plan to monitor performance and make adjustments. Strategic management involves analyzing the current environment, envisioning the future and executing plans to achieve goals in line with the vision and mission.

1. Conducting
Strategic Management
Workshop
- A Brief Guide
Prepared by : Wong Yew Yip
April 2013

2. Introduction
 An organization needs to grow its business, otherwise there is little meaning
for its existence
 An organization cannot grow by remaining idle without any “game plan” with
strategic management to strengthen its competitive position, delighting
customers and achieving its performance targets
 It is therefore vital for all organizations, no matter how big or how small, to
conduct a Strategic Management workshop to finalize its “game plan”,
communicate to all levels of staff and execute flawlessly
 A Strategic Management workshop is best facilitated by an experienced
external facilitator to manage the structure, focus, group dynamics and the
decision-making process during the workshop
 The engagement of an external facilitator costs money and this is perhaps
why many companies forgo a proper Strategic Management workshop
 Whether your organization will engage an external facilitator or does it
internally, this brief on Conducting a Strategic Management Workshop may be
beneficial to you
Prepared by : Wong Yew Yip 2

3. Workshop Purpose
To formulate the Organization’s
new strategic directions
for the short and long term
with renewed Vision, Mission,
Core Values, and
Strategic Objectives and Projects,
to continuously grow the business
Prepared by : Wong Yew Yip 3

4. Learning Objectives
At the end of this workshop, the participants will be able to:-
 Explain Strategy, Strategic Thinking and Strategic
Management
 Describe the 5 Phase Strategic Management Process
 Identify the Organizations’ strategic intents
 Draft a new Vision, Mission and Core Values
 Formulate the Organization’s Strategic Objectives and
Projects
 Develop Implementation Plans to execute the Strategic
Objectives and Projects
 Evaluate performance of Strategic Projects and take
corrective actions
Prepared by : Wong Yew Yip 4

5. Workshop Deliverables
 New Strategic Directions for the
short and long term business growth
 Renewed Vision, Mission and Core
Values
 Strategic Objectives and Projects
 Strategic Implementation Plan for
flawless execution
 Performance monitoring mechanism
to evaluate progress and take
corrective actions
Prepared by : Wong Yew Yip 5

6. What is Strategy?
“ The essence of strategy is in the
activities - choosing to perform
activities differently or to perform
different activities than rivals.
Otherwise, a strategy is nothing
more than a marketing slogan that
will not withstand competition “
~ Michael E. Porter
Prepared by : Wong Yew Yip 6

7. What is Strategy?
A strategy is something like, an
innovative new product; globalization,
taking your products around the
world; be the low-cost producer. A
strategy is something you can touch;
you can motivate people with; be
number one and number two in every
business. You can energize people
around the message ~ Jack Welch
Prepared by : Wong Yew Yip 7

8. What is Strategic Thinking?
Strategic thinking:
Strategic thinking involves stepping back
from your original organization so that you
can view it in a way that helps you to
understand what is important today, and
what you need to do to make it successful
in future.
Strategic thinking simply requires that you
collect different data and use the right
methods to help you understand what
really happens in your organization, and
where the possibilities reside. It is a
STRATEGICviewpoint that you will develop as youa step
THINKING is taking learn back so
that you can view it in a way that helps you to
it in this course.
understandStrategic Thinking precedes Strategic
what is important today, and what
you need to do to make it successful in future
Planning
Prepared by : Wong Yew Yip

9. What is Strategic Thinking?
In Strategic Thinking,
you simply need to collect relevant data
and information from internal and
external sources,
and use the right tools to help you
understand:
 what is really happening in your
organization?
 what are the opportunities?
 what you need to focus on?
Prepared by : Wong Yew Yip

10. What is Strategic Management?
Strategic Management is
an organization’s success formula
for continuing and sustainable growth
by evaluating where it is now,
visioning where it wants to go, and
flawlessly executing strategic plans
to get there
Prepared by : Wong Yew Yip 10

11. Strategic Management is NOT . . .
Prepared by : Wong Yew Yip

12. 3 BIG Questions in Strategic Management
2
Where
do we
want to
3 go?
How do
we get
there?
1
Where
are we
now?
Prepared by : Wong Yew Yip 12

13. 5 Phase Strategic Management Process
5 PHASE STRATEGIC MANAGEMENT PROCESS
1 2 3 4 5
Develop
Formulate
Analyze Vision, Implement Evaluate
Strategic
Scenarios Mission & Strategies Performance
Objectives
Core Values
Analyzing Developing Formulating Implementing Evaluating
business and strategic Vision, strategic and executing performance,
competitive Mission & Core objectives to strategies with reviewing new
environment , Values for the achieve project teams developments
assessing organization in organizational undertaking and initiating
capabilities, the long term goals in line specific projects corrective
identify high with Vision & actions
impact events & Mission
develop
strategic intents
Prepared by : Wong Yew Yip 13

14. Phase 1 - Plan Scenarios
Analyzing business and competitive
environment , assessing
capabilities, identify high impact
events & develop strategic intents
1.1 Process planning and kick off
1.2 Analyze business environment and key challenges
Scenario planning to address business choices and key
1.3 competencies/capabilities
1.4 Identify predictable/unpredictable high impact events
1.5 Develop Strategic Intents
Prepared by : Wong Yew Yip 14

15. Phase 2 – Develop Vision, Mission & Core Values
Developing strategic Vision, Mission
& Core Values for the organization
in the long term
2.1 Develop Vision for long term direction
2.2 Develop Mission for clarity of goals
2.3 Craft Corporate Branding for strategic positioning
2.4 Identify Corporate Core Values
2.5 Develop Core Value Definitions & Descriptions
Prepared by : Wong Yew Yip 15

16. Phase 3 - Formulate Strategic Objectives
Formulating strategic objectives to
achieve organizational goals in line
with Vision & Mission
3.1 Finalize strategic objectives
3.2 Formulate Corporate Balanced Scorecard
3.3 Identify key strategic projects
3.4 Set performance goals & timelines
3.5 Develop Business Units Balanced Scorecards
Prepared by : Wong Yew Yip 16

17. Phase 4 - Implement Strategies
Implementing and executing
strategies with project teams
undertaking specific projects
4.1 Form Strategic Project Teams
4.2 Communicate new strategic directions/strategies
4.3 Demonstrate progressive leadership
4.4 Implement Strategic Project Management
4.5 Flawless execution
Prepared by : Wong Yew Yip 17

18. Phase 5 – Evaluate Performance
Evaluating performance, reviewing
new developments and initiating
corrective actions
5.1 Monitor progress of strategic projects
5.2 Evaluate performance constantly
5.3 Take corrective actions
5.4 Make adjustment based on business conditions
5.5 Reward achievements & celebrate success
Prepared by : Wong Yew Yip 18

19. yewyip@gmail.com
Prepared by : Wong Yew Yip