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Simplified Strategy Workbook
© GAD Consulting Services Inc.
7
4. Learning Objectives and Outcomes
Develop, execute and monitor business strategy, including functional
strategies.
Learning outcomes Tools /Templates Expected Action Plans
1. Revise/ Develop
Vision, Mission,
Core Values and
Culture
Vision, Mission and Core Values
Worksheets
Values Library over 230 core
values.
Work on VMC Tool - core
values
Keep 5 core values
Use core values to create code
of conduct and customer
service statement
2. Conduct industry
and market analysis
Porter’s Five Forces Complete the worksheet
3. Identify key factors
that drive your
external
environment
PESTEL/PESTLE or PESTLE
use questions
Answer questions on the
worksheet aim to identify
trends, special conditions, and
implications to the market.
4. Assess impact of key
factors
SWOT analysis and position
statement
Complete SWOT analysis
updates company profile,
website, and positioning
statement
5. Design or Review
business model
Business Model Canvas Complete the business canvas
worksheet
6. Business Strategy
a) Develop strategy
Balance Score Card
1 Page strategy goals with
balance score card align to
structure
140 KPIs for all perspectives.
Align goals to 4 perspectives,
as per BSC.
Complete 1 page strategy and
goals with targets set
Complete quarterly and
monthly planners for the year.
c) Execute strategy Director’s File
Templates to execute strategy
and projects or initiatives
Quarterly and Monthly
planners including project
planners
Set time to execute strategic
initiatives and projects.
Review and evaluate
monthly/weekly monitoring
progress.
d) Monitor Strategy Schedule timelines and
deadlines for delivery.
Prepare and attend plan for
performance evaluation,
including the team with
Accountability or Advisory
Board

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