Strategic Planning

Strategic planning approaches are as unique as each organization with which we work – from below $100 million to over $3 billion. Your planning session may be as simple as a reaffirmation of an existing plan or as complex as a three year plan complete with first year action plans for all operating areas. Each assignment is customized to the client but could include:

• Agenda development with management
• Research into the company financial and competitive situation
• An on-line SWOT (Strengths, Weaknesses, Opportunities and Threats) survey of management and board
• An in depth survey of operating processes stratified by management, employee and department
• Tabulation of SWOT and other surveys
• Preparation of agendas and advance communication with participants
• Pre-meeting materials and packets
• Facilitation of the on site planning session(s)
• Summary and documentation of the plan determined at the session
• Facilitation of follow up sessions with management to develop tactical plans to achieve the strategic goals
• Follow up reporting as necessary