Strategic Planning

Purpose and Use Of This Guide

The Strategic Planning Guide is designed to help organizations conduct structured 1–3 day workshops with senior executives or department managers. It provides a step-by-step approach for analyzing current business realities, identifying key success factors, setting strategic objectives, and establishing actionable strategies to achieve those objectives. The guide also includes tools for process management improvement, cultural development, and measurement strategies, ensuring that organizations can effectively plan and prioritize next steps.

Organizations can use this guide to align their leadership teams, develop a strategic roadmap, and foster a results-driven culture by defining clear objectives, roles, and responsibilities.

  1. Introduction, rules and objectives
  2. How to analyze existing realities
    1. External analysis discussion guide;
    2. Internal analysis discussion guide
  3. How to identify key success factors definition
  4. How to define willed future
  5. How to set strategic objectives
  6. How to set strategy to achieve objectives
    1. Process management improvement and measurement strategy discussion guide;
    2. Culture development and measurement discussion guide
  7. How to organize roles and responsibilities
  8. Planning the next steps
    1. Short term objectives,
    2. Criteria and
    3. Strategy Prioritization
  9. Reference material and forms to conduct the workshop
  10. Personal notes

A Final Note

This guide is a comprehensive resource for facilitating strategic planning workshops. It equips organizations with the tools needed to assess their current state, define their desired future, and create actionable plans for sustainable growth and improvement.