Post on 17-Jan-2016
Identifies emerging “next after next” opportunitiesAligns resources to capture those opportunitiesNot the business model or operations planDoes not deal with today’s issuesLooks across the planning horizon 3 to 7 years
Business to VisionVision to MissionMission to Strategic PlanStrategic Plan to ObjectivesObjectives to Performance MeasuresPerformance Measures to Resources
Success is tracked through Quarterly
Performance Reviews
Mutual Assessment
Vision and Mission
Environmental Scan
Survey and SWOT Analysis
Gap-Closing Strategy
Strategic Plan Roll-out
Employee Buy-in
Quarterly Performance Review
Sustainment and Evolution
Business of the Business
Even the most detailed strategic plans oftenhave misalignments and disconnects among
Strategy
Objectives &Performance
Measures
Resources
Operations
Review the legacy strategy and its relationship to:• Vision• Mission• Organizational structure• Operational plans• Key business processes• Resource allocation• Work plan objectives• Skills• Performance appraisal objectives
Briefleadership
On findings.Make
GO/NO GOdecision.
If GO, establish leadership
commitment and
resources.
MutualAssessment
Leadershipintroduces
XaxaxAnalytics (XA)
consultantsand affirmsfull support
for theprocess.
XA principalbriefs client leadership,
senior management, and staff regarding the
Strategic Transformation
System.
“VISION”Presentation& Discussion
“MISSION”Presentation& Discussion
“To be” – the WHAT statement that
clearly establishes the objective state we will achieve in X (three – seven) year
planninghorizon.
Generates questions leading to the
Mission Statement, not answers.
Achieving the Vision – the HOW of closing the gap between the
“to be” Vision
and the “as is”
legacy strategy. With management, develop
environmental scan and SWOT survey
methodology.
DEGREE OF COMPETITIVE
PRESSURE
CUSTOMERBARGAINING
POWER
SUPPLIERBARGAINING
POWER
THREATOF NEW
ENTRANTS
THREAT OFSUBSTITUTEPRODUCTS
INDUSTRYRIVALRY
Conduct and Review SWOT Survey
and MakeRecommendations
Brief environmental scan and SWOT survey
findings. Facilitate client ranking of results. Develop
SWOT matrix.Management assigns
working teams.
Complete XA scan -Compare/CombineWith Client Scan
SWOT- basedGap
Analysis
Gap - ClosingStrategy
Components
PRESENT DRAFT: • Goals• Objectives• Performance measures• Timelines• Responsible business units
AssemblePreliminary
Strategic Plan
Roll- OutPreliminary
Strategic Plan to
LeadershipDISCUSS:
• Restructuring• Key business processes• Resource allocation• Work plans • Skills training• Performance appraisals
PRESENT DRAFT:• Goals• Objectives• Performance measures• Timelines
Client leadership introduces the approved strategic plan.XA principal briefs the approved:
• Goals• Objectives• Performance measures• Timelines• Responsible business units
Question and answer session.Chain-Teaching to disseminate.
FinalizeLeadership
Strategic Plan
Strategic PlanCoaching for
Managers/Staff
Business unitmanagers brief “state of play” to leadership and senior managers: • Goals• Objectives• Performance measures• TimelinesConvey issues, successes, barriers, and challenges to leadership and management.
Documents issues, successes, and leader
guidance. Review generates taskings to
management and staff. It reveals systemic
and individual problems and
develops solutions lessons learned.
Results to be briefed in the subsequent
Quarterly Performance Review.
Post-QPR Analysis