Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

The Agile Stategy Planner by Stocker Partnership

5,279 views

Published on

The Agile Strategy Planner is a brand new tool that enables you to create a dynamic strategy.

It acts as a bridge between strategic intent—that is, your vision, strategic priorities and core objectives—and detailed implementation. It allows you to take your intentions and to rapidly prototype what these might look like in reality. As you visualise how one objective impacts another, you'll quickly be able to see whether your strategy is realistic and if you need to scale back your plans or can in fact afford to be even more ambitious.

The Agile Strategy Planner works for all kinds of organisations—from software to services, corporates to charities, and everything in-between.

As a tool, it is agile, flexible, collaborative, transparent, easy to use and visual. Using it creates focus, clarifies direction, aids leadership, improves communication, increases engagement and ensures action.

Free downloads for both the 3-year and 5-year planner are included in the presentation, so why not get started today?

Published in: Business
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT (Unlimited) ......................................................................................................................... ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download Full EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ACCESS WEBSITE for All Ebooks ......................................................................................................................... Download Full PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... Download doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ,DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/yyxo9sk7 } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • //DOWNLOAD THIS BOOKS INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... //DOWNLOAD PDF EBOOK here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... //DOWNLOAD EPUB Ebook here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... //DOWNLOAD doc Ebook here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... //DOWNLOAD PDF EBOOK here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... //DOWNLOAD EPUB Ebook here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... //DOWNLOAD doc Ebook here { https://tinyurl.com/y8nn3gmc } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

The Agile Stategy Planner by Stocker Partnership

  1. 1. #AgileStrategyPlan The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 THE AGILE STRATEGY PLANNER This year Year 1 Year 2 Year 3 Agile Collaborative Simple
  2. 2. Strategic planning is dynamic
  3. 3. Often, strategic plans are not! { “Where does strategy live in your organization? If the answer is on a shelf, you have a problem. Strategies don’t } live in thick binders—that’s where they go to die.” Donald Sull & Kathleen Eisenhardt, Harvard Business Review hbr.org/2012/09/simple-rules-for-a-complex-world/ar/1
  4. 4. So we designed an agile alternative...
  5. 5. The Agile Strategy Planner The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 This year Year 1 Year 2 Year 3 #AgileStrategyPlan
  6. 6. Template version: 09/14 A bridge between... The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Strategic intent Detailed implementation
  7. 7. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 This year Year 1 Year 2 Year 3 All you need is... An Agile Strategy Planner printed at A0 size A wall Small sticky notes Either 51mm x 38mm or 38mm x 25mm to fit even more on 1 2 3 4 Your strategic planning team
  8. 8. The tool is... Using it... Agile Flexible Collaborative Transparent Easy to use Visual Creates focus Clarifies direction Aids leadership Improves communication Increases engagement Ensures action
  9. 9. The Agile Strategy Planner allows for complex dynamic situations All organisations have multiple strategic dimensions Strategies are formed by many interdependent—sometimes competing—elements Some of these elements are within a company’s control; others are not Not everything The direction of all businesses shifts and changes over time Individuals, teams and departments all need to work together to execute goes to plan
  10. 10. How to use the Agile Strategy Planner: a short guide (It really is very simple)
  11. 11. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions This year Year 1 Year 2 Year 3 3 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 The planner has 4 key elements 1 4 Time 2 Strategic dimensions This year’s activity Future strategic activity
  12. 12. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions Year 1 Year 3 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 And requires 4 basic steps Using individual sticky notes, add in your key milestones, projects and activities for each strategic dimension and each year. Ensure that your resulting plan is cohesive, realistic and integrated to give your organisation the best chance of achieving your goals. Communicate the strategy to the rest of your organisation. Delegate projects. Manage performance. Review regularly. * This can be your senior leadership team or a cross-functional strategic planning team 1 2 3 4 With your team*, fill in your strategic dimensions down the left hand side of the planner and add the years along the top. This year Year 2
  13. 13. Visualising our past, present and future activities helped us recognise our company successes, tighten our future development strategies and cross-reference all departments within the company to ensure a strong and coherent company plan. The Agile Strategy Planner has also allowed us to demonstrate to the whole company that our development plan is a working document. Working with Matt and Debbie, our Planning Group first outlined intentions and proposed activities for coming years. The planner was then introduced to all staff and is now permanently displayed in a communal area of the building. All staff have the opportunity to contribute to the company plan, highlight new ideas and input into any planned changes. Cate Rae Director & Chief Operating Officer “ “ “ “ used the Agile Strategy Planner to create a company development plan
  14. 14. Download your blank Agile Strategy Planners (pdf) This year Year 1 Year 2 Year 3 This year Year 1 Year 2 Year 3 Year 4 Year 5 STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions Template version: 09/14 The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 3-year plan 5-year plan Free downloads
  15. 15. A more detailed how-to... (For those of you who actually read instructions!)
  16. 16. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 1. Strategic dimensions This year Year 1 Year 2 Year 3 1 Strategic dimensions
  17. 17. Strategic dimensions: what are they? ‣ Strategic dimensions are the levers that are pulled within your company to achieve your vision, strategic priorities and core objectives. ‣ These dimensions might be based on targets, key performance indicators, areas of work, functions, business units, departments, teams, strategic priorities or other activities. ‣ All dimensions need to be within your company’s control. If you cannot control the outcome through your own actions, you are setting yourself up to fail. ‣ Every organisation has a different set of strategic dimensions and you’ll need to carefully decide your own.
  18. 18. Strategic dimensions: examples You might find some of the following strategic dimensions are relevant for you or there may be others uniquely your own... ‣ Financial targets Such as turnover, sales, profit margin, etc. ‣ Sales ‣ Marketing ‣ Operations ‣ Logistics ‣ R & D ‣ Human resources ‣ Finance ‣ Product development ‣ International markets New or existing ‣ Domestic markets New or existing ‣ Acquisitions ‣ Partner relationships ‣ IT infrastructure ‣ Raising finance ‣ Admin
  19. 19. Strategic dimensions: how to define them 1 2 3 To define your strategic dimensions, first gather thoughts and ideas about the most important levers/areas of activity within your organisation. A whiteboard is a great place to do this. As you gather these ideas, you should begin to see groupings and themes emerge. These are your dimensions. For example, a grouping that included training, recruitment, leadership, succession planning and appraisals might be the dimension, ‘People Development’ or ‘HR’, while another grouping that included campaigns, catalogue, events, and offers might be the dimension ‘Marketing’. Finally, determine which dimensions are critical and within your control. Prioritise these as the focus for your planner.
  20. 20. Strategic dimensions: most important first The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 Put the most important strategic dimensions at the top. These anchor the remaining dimensions. Activities in other dimensions should cascade from your critical dimensions. For example, sales and marketing might be anchored around your product roadmap or financial targets. Alternatively, activity within your organisation might be primarily driven by sales. Use different colour sticky notes to visualise these different groupings.
  21. 21. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 Time 2 This year Year 1 Year 2 Year 3 2. Time
  22. 22. First, decide whether to use the 3-year or 5-year planner based on how far you would like to look ahead. Note: with more columns, you do end up with less room for content. Next, decide whether This year should be the current calendar year or your financial year. Finally, fill in the appropriate dates for subsequent years. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions 1 Time: explained 2 3 This year Year 1 Year 2 Year 3 Year 4 Year 5
  23. 23. If you run out of room (either for strategic dimensions or subsequent years), simply add additional posters to the bottom and/or left of your main planner. 4 Time: expanding the planner The Agile Strategy Planner The Agile Strategy Planner This year Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 The Agile Strategy Planner The Agile Strategy Planner
  24. 24. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 3. This year’s activity This year Year 1 Year 2 Year 3 3 This year’s activity
  25. 25. Now it’s time to add in what you’ve achieved so far this year. Using sticky notes, add key milestones, projects and other relevant activities across each of your strategic dimensions. The Agile Strategy Planner Date: Version: Year Strategic dimensions 1 This year’s activity: explained This year Year 1 Year 2
  26. 26. Once you’ve finished, take a moment to stand back and celebrate what you’ve achieved! The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 2 This year’s activity: explained This year Year 1 Year 2 Year 3 Wow, we’ve achieved more than I thought this year! Boom! There it is...
  27. 27. The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions STOCKER PARTNERSHIP www.stockerpartnership.com This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit: http://creativecommons.org/licenses/by-sa/4.0/ Template version: 09/14 4. Future strategic activity This year Year 1 Year 2 Year 3 4 Future strategic activity
  28. 28. Based upon your vision, strategic priorities and core objectives,* it’s now time to fill in your ideas for the future. In the same way as you did for This year, discuss and agree as a team which key milestones, projects and other relevant activities should go where. * If you don’t already have these in place, take some time to work these out first. You can start from either end of the strategy planner. Either begin with today and work forward, or start with where you would like to be in 3-5 years’ time and work back. Or a bit of both and meet in the middle! The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions 1 Future strategic activity: explained 2 This year Year 1 Year 2 Year 3
  29. 29. Whatever you do, keep it realistic! Don’t try to do too much or you’ll set yourself up to fail before you’ve even started. By all means be ambitious, but don’t over do it— your strategy needs to focus on the things you can control. The Agile Strategy Planner Date: Version: Year Strategic dimensions 3 Future strategic activity: explained This year Year 1 Year 2 Set up Take over Retire to business new world! the private island
  30. 30. Whatever you do, keep it realistic! Don’t try to do too much or you’ll set yourself up to fail before you’ve even started. By all means be ambitious, but don’t over do it— your strategy needs to focus on the things you can control. The Agile Strategy Planner Date: Version: Year Strategic dimensions 3 Future strategic activity: explained This year Year 1 Year 2 Set up new break-Reach business even Launch Version 2.0
  31. 31. Make sure that each sticky note only has ‘one thing’ written on it as you might want to move it around later. Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can always bring milestones forward or increase your targets following success. You can also delay milestones if things don’t quite go to plan. The Agile Strategy Planner Date: Version: Year Strategic dimensions 4 Future strategic activity: explained This year Year 1 Year 2 HR Hired marketing manager Hire new developer
  32. 32. Make sure that each sticky note only has ‘one thing’ written on it as you might want to move it around later. Remember, the very nature of the Agile Strategy Planner is that nothing is set in stone—you can always bring milestones forward or increase your targets following success. You can also delay milestones if things don’t quite go to plan. The Agile Strategy Planner Date: Version: Year Strategic dimensions 4 Future strategic activity: explained This year Year 1 Year 2 HR Hired marketing manager Hire new developer
  33. 33. Use the space within each column to show approximately when in the year you expect each activity to occur—by quarter or roughly beginning, middle, end. 5 Future strategic activity: explained The Agile Strategy Planner Date: Version: Company: Year Strategic dimensions This year Year 1 Year 2 Q1 Q2 Q3 Q4 Beg Mid End
  34. 34. Make sure all dimensions are balanced: if you have an ambitious roadmap that will require more resource, you need to schedule additional supporting activities (such as recruitment, finance, marketing, etc) at the right time. The Agile Strategy Planner Date: Version: Year Strategic dimensions 6 Future strategic activity: explained This year Year 1 Year 2 Product roadmap Launch Major update with & integration Version 1.0 with new partner Customer targets Sales 20% monthly growth of new sign-ups Finalise pricing before launch 100 engaged beta testers Reach 1,500 subscribers Reach break-even point HR
  35. 35. Make sure all dimensions are balanced: if you have an ambitious roadmap that will require more resource, you need to schedule additional supporting activities (such as recruitment, finance, marketing, etc) at the right time. The Agile Strategy Planner Date: Version: Year Strategic dimensions Hire new developer 6 Future strategic activity: explained This year Year 1 Year 2 Product roadmap Launch Major update with & integration Version 1.0 with new partner Customer targets Sales 20% monthly growth of new sign-ups Finalise pricing before launch 100 engaged beta testers Reach 1,500 subscribers Reach break-even point HR Hire new customer service representative
  36. 36. Hints and tips Get buy-in: Involve people with responsibility for your different strategic dimensions from the very start to ensure development of a coherent plan and ownership of strategy. Review and learn: Plan > Do > Learn > Adapt. As a team, review your plan on a regular basis. Tick things off, add things, move things, delete things—the more up-to-date your plan is, the better. Communicate: Don’t assume that because you know where the organisation is headed, the rest of your staff do. As leadership, ensure that you take the time to share the plan with everyone and to actively involve all. Plan Adapt Do Learn
  37. 37. Hints and tips Implement brilliantly: Strategy and execution are inextricably related and equally important. If you never turn your ideas into action, you’ll never see their results. By giving your all to delivering the plan, you’ll get great results from the stuff that works and can improve anything that doesn’t. Empower your people: Anyone, at any level within an organisation, can behave strategically. By empowering your people to make thoughtful choices within the context of the strategic plan and within their own sphere of influence, you ensure that everyone owns and contributes to the strategy and they effectively turn it into action.
  38. 38. Hints and tips Project manage: Within any strategic plan, there are a multitude of initiatives and the overarching plan only scratches the surface of the actions needed. Once you’ve got an overall plan to guide you, each project needs to be mapped and turned into real, practical action. A host of tools are available to help you, including Asana, Basecamp and LiquidPlanner, to name but a few. Adapt and evolve: 3 to 5 years is a long time, especially if your business is part of a fast-moving, unpredictable market. Don’t see your strategy as being set in stone but instead use the agility of the planner to become more agile as an organisation. Adapt for success!
  39. 39. We think good ideas are worth sharing. That’s why we’ve released the Agile Strategy Planner under Creative Commons. This means you can adapt and repurpose the planner for your specific requirements as long as you attribute and share alike as per the license agreement below. The Agile Strategy Planner by Stocker Partnership Ltd is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.
  40. 40. If you would like support to develop your strategy or would like us to facilitate discussions amongst your strategic planning team, contact the Stocker Partnership and get started today! +44 (0)24 76 100 193 hello@stockerpartnership.com
  41. 41. STOCKER PARTNERSHIP The Stocker Partnership is a strategic innovation consultancy We help organisations to create and exploit new opportunities 024 76 100 193 hello@stockerpartnership.com Matt Stocker Debbie Stocker www.stockerpartnership.com Follow us on LinkedIn Subscribe to our blog Sign up to our newsletter WE’RE NOT BIG BUT WE ARE CLEVER @mattstocker @debbiestocker Illustrations by Stina Jones (stinajones.co.uk), and Matt Stocker

×