Strategic planning

Strategic planning process

illustration depicting a business built on a strong foundation
Business FoundationSM

How does it work?

Strategic Planning Process

illustration depicting a business built on a strong foundation

Business FoundationSM

Our licensed six step planning process ties directly to our financially predictive Pyramid of Organizational DevelopmentTM*. It includes an in-depth market and product competitive assessment utilizing our Pyramid of Strategy DevelopmentSM as well as a current organizational assessment using our licensed organizational effectiveness surveys. We also work with you and your team to create white board drawings/sketches to clearly define who you are, where you are going and how you’re different.

From there we create seven to eight priority objectives focused on developing the key “building blocks” or key result areas (“KRAs”) in our licensed Pyramid of Organizational DevelopmentTM* to ensure you execute on your Business FoundationSM and proactively minimize, if not eliminate, any growing pains in your organization.

An objective is a clearly defined area of focus that defines your company’s strategy as well the key work to be done in that area.

We also develop five to seven SMART goals per priority objective. A SMART goal is a goal that is S – Specific, M – Measurable, A – Accountable (one individual is ultimately responsible for getting it done), R – Realistic, and T – Time Stamped (there is a specific due date).

We then integrate your plan with our time-driven activity-based costing (“TDABC”) budgeting process, including data visualization software. From there we manage both in our enterprise project management software so you can simultaneously manage these long-term objectives and goals and your team’s day-to-day tasks.

The chart to the right visualizes the specific integrated steps we complete during our onboarding process for long-term partnerships and/or capital investments. We have found this repeatable process ensures we’re fully aligned with our long-term partners before we become partners.

This process typically takes three to six months and allows us both to be sure we have shared beliefs and values and are clear on our respective roles going forward. We both need to be able to focus on what we do best including having both the responsibility and authority to do so.

We accomplish alignment in our partnerships by utilizing our licensed role description process that ties each individual’s overall mission, key objectives and SMART goals to our overall plan as well as the amount of time allocated to each individual’s role to our time-driven activity-based costing (“TDABC”) budget.

That way every SMART goal in our plan is assigned to an individual, and each individual is budgeted the necessary time to accomplish their overall mission as well as specific goals.