Our time-tested methodology starts with our Strategic Facilitators soliciting the feedback of the executive team on their view of the SWOT and future goals, while concurrently working with the CEO to develop their vision for the company.
These key pre-work elements set the stage for the offsite strategy planning session where we work with the team to efficiently develop a SWOT and annual strategic goals. The planning process also helps teams come to an agreement on a cadence and an organizational alignment plan for the whole company, focused on reaching the goals.
Additional outputs include action plans, a strategic scorecard and our strategic case process to drive progress throughout the year.
It's our belief that by the time all members of the executive team arrive around the strategy table, much of the hardest work should be complete.
Our proven process follows these seven phases:
When we facilitate strategic planning with our clients we bring a powerful portfolio of "CEO tested, CEO approved" tools to the table to support the multi-level phases of the process. When the planning is complete, the team walks away with the tools they need to successfully execute on and be held accountable to the final strategy.
The Strategic Leaders Toolkit includes:
Support service option extensions for our Strategic Leaders clients include CEO 1-1 support, 1-on-1 case prep and ongoing strategy meeting facilitation.
Our "Next Level" workshops are available to current clients who wish to get their next level of leadership more engaged, higher-performing and ready for succession.