Strategic Planning

Using a 3 Phase Strategic Planning Process, Kathy will  coordinate and facilitate your executive leadership team as they work to create an 18-36 month business success strategy.

Meeting One: Understand your position & create the destination

• Pre-Meeting Prep Work
• 4-6 Hour Meeting

1. Creating a vision, validating or editing your mission, and validating or editing your companies guiding principles (where we want to be the “ideal future”, what we deliver on a daily basis and how we deliver it)
2. Based on your vision…identify your strengths, weaknesses, opportunities and threats over the next 18 months
3. Highlight the top priorities for organizational focus (e.g. increasing corporate sector business with focus on green design technology; increasing business development efforts through development of Mid-level team members; etc.)

Meeting Two: Determine the 3-5 Key Strategic Areas & the Statements & the Core Work To Be Done in Each

• Pre-Meeting Prep Work
• 3-4 hour meeting

1. Create/Validate Key Strategic Area Statements, based on major priorities
2. Brainstorm the major piece of work that fall under each
3. Begin generating a general Measure of Success

• Post-Meeting Work: researching time, resources, costs

Meeting Three: Create the Measure of Success & Define the 6-12 month tactics

• Pre-Meeting Prep Work
• 2-3 hour meeting

1. Finalize the Measures of Success
2. Create the time and action plan for each major piece of wok under each key area of success