The document outlines the agenda and deliverables for a strategy workshop between Lemon Companies and its partnering companies. The workshop aims to (1) define the mission and vision, (2) translate this into a strategy, (3) operationalize the strategy into a roadmap and portfolio, and (4) install a dashboard to measure performance. The deliverables include a mission/vision statement, a confidential strategy/roadmap/portfolio document, and a KPI dashboard to measure strategic goals. The workshop then discusses developing a common vocabulary including defining mission, vision, strategy, roadmap, portfolio and KPI dashboard. Examples and discussion starters are provided for each.

1. Strategy workshop

2. What are our goals today?
1
1 Define Lemon Companies’ mission and vision
3 Operationalize the strategy into a roadmap and portfolio
4 Install a dashboard to measure our performance
2 Translate the vision and mission into a strategy

3. What are the deliverables of the meeting?
2
A mission-vision statement to be published e.g., on Lemon’s
website
A strategy, roadmap and portfolio document for the partnership
(confidential)
A KPI dashboard to measure the achievement of the strategic
goals

4. 3
Towards a common vocabulary0
The two most strategic
decision for any company
Partnering companies
Participations Incubees

5. 4
The two most strategic decision for any company
What is a mission and vision?1
What should I
understand?
VisionMission
To which question
should I respond?
• Military mission
• Church mission
• Binocular vision:
the horizon
• What do we do?
• For who do we do
this?
• What is our
aspiration?

6. 5
Our mission-vision: discussion starter1
Mission
Deliver high business-impact to our clients and partnering
companies by thinking out, developing and maintaining
distinctive digital solutions.
Vision
Be a fun company that attracts, inspires and retains
outstanding native-digital talents.

7. 6
The recipe to win in our markets
What is a business strategy?2
Corporate strategy
What is important?For who?
BU strategy
• Holistic view
• ≠ Lemon Digital
• Lemon Digital
• Partnering companies
• Be compatible with
corporate strategy
• Lemon Companies

8. 7
Our Corporate Strategy: discussion starter2
Question
Where do we
compete?
What value do
we bring?
What are our
unique
capabilities?
How do we
sustain our
unique values?
Example
• Solution / product
• Industry
• Geography
• Low-cost
• High service level
• Unique styling
• Network
• Reputation
• Technology
• Client bonding
• Continuous innovation
• Price cutting
Do
• …
• …
• …
• …
Do not
• …
• …
• …
• …

9. 8
An executable plan and a product-client combination
What is a strategic roadmap and portfolio?3
Roadmap
What do we need to do?
Portfolio
Define what we bring to the market, for who and with
which investments
Define when we want to implement a strategic action
and when we want to achieve the result

10. 9
Our Strategic Roadmap3
Action
Result
6 months 1 year 3 years
• …
• …
• …
• …
• …
• …

11. 10
Our Portfolio: discussion starter3
Solution
Market
Partnering
companies SMEs LE / Corp Public
Farm
Accept
Hunt
Hosting
Cloud
Network
Web development
Mobile Apps
Software
Other digital
e.g., IOT
?
?
?

12. 11
An overview of the company’s strategic performance
What is a KPI dashboard?4
KPI criteria
• Based on our corporate
standards and valid data
• Relevant and easy to understand
• Lead to a positive outcome

13. 12
Our KPI dashboard: discussion starter4
Category
Finance
HR
Business &
Operations
KPI
Partnering
Companies
Turnover growth Percentage growth of semi-annual turnover
EBIT EBIT on semi-annual basis
MRR Monthly recurring revenue realized
Average billable margin Shit in average percentage margin per FTE
# Developers and designers Number of FTE performing development and designing activities
Staff satisfaction Staff satisfaction on a 10-point scale, measured monthly
# New clients Number of clients ordering for the first time a new solution
Client satisfaction Client satisfaction on a 10-point scale, measured semi-annualy
# Inbound marketing leads Leads of new clients received via an on-line marketing channel
On-time project delivery Percentage of project that met all project milestones
# Partnering companies Number of active partnering companies
# Profitable companies Number of partnering companies having a profitable EBITDA
# Receiving 3rd party funding Number of partnering companies that received funding from a new party
Definition