Strategic Planning & Execution: Strategize for Success – Execute with Confidence

Strategic Planning

Examples of Strategic Initiatives:

Business has never been more fluid, and the need to adapt has never been greater. With a motivated and committed leadership team following the right process, developing an effective and actionable strategy need not be as complex or exhausting as imagined. The secret to doing so rests on two assumptions that hold true in many strategy planning exercises.

First, your team and organization already have the necessary information, institutional knowledge, and domain experience to move forward. My process reduces the need for excessive research by drawing on your team’s existing wealth of knowledge and experience. In doing so, we can prevent the analysis paralysis that sometimes derails strategic planning while keeping the process forward-focused and flexible. When knowledge gaps or blind spots exist, such as entering new markets, we will apply structured rubrics and processes to ensure that any necessary research is carefully scoped and time-bound. This approach ensures the research supports decision-making effectively while keeping the process on track to meet deadlines and milestones.

Second, the goal of covering topics such as mission, vision, and values, as well as competition, customer needs, and emerging trends/threats is to ensure the executive team is aligned from the start. This focused scope aims to review your team’s alignment on key elements without unnecessary deep dives into what is already known. However, if recent changes such as a management turnover, an impending threat, a failing culture, or brand shifts demand it, we’ll explore these topics more thoroughly to ensure participants are aligned at the start to pave the way for an efficient outcome.

This approach is anchored in my belief that information, plans and decisions have a short shelf life, and that the perfect strategy executed too late is no strategy at all. With facilitation and coaching, we can move efficiently from high-level problem and goal statements to alignment around the finalized strategy, sometimes in as little as a few months … assuming your team collaborates and communicates effectively. Should that not be the case, please review my Team Coaching & Facilitation services or get in touch with me to discuss potential options.

While the details will change based on the type of strategy to be developed, here is the basic process:

Phase 1: Establish the Baseline and Initial Insights
(Interviews: 45-min to 1-hour per Participant)

Phase 2: Share and Discuss Insights
(First Facilitated Team Meeting: 2 Days)

Phase 3: Identify the Top-3 Mission Critical Priorities
(Second Facilitated Team Meeting: 1 Day)

Phase 4: Prepare for Action
(Final Facilitated Team Meeting: 1 Day)

Phase 5: Execution Support (Optional)

Developing a strategy is only the beginning. To ensure your newly created strategy is implemented successfully, I offer separate facilitation and coaching services during the execution phase.

Support is also available to organizations with a finalized strategy but requiring assistance in its execution. This service is especially useful for organizations whose executive teams struggle with communication and collaboration and require ongoing coaching and facilitation.

Are ready to define your strategy, or need assistance navigating the challenges of execution? Then, contact me to explore how we can tailor this process to your organization’s unique needs.