Strategic  Visioning  and  Planning    for  Senior  Execu-ve  Management  Teams  

“The  essence  of  strategy  is  choosing  what  not  to  do”          Michael  Porter  

The  ECue  Strategic  Planning  Process    

4  Stages:    

1.  Where  we  are  NOW  

2.  Where  we  want  to  

BE    

3.  How  to  get  THERE  

4.  Aligning  the  TEAM  

Our  Strategic  Visioning  Process  

Utlising our flagship Visual Planning System (VPS). It…

•  focuses on strategic planning •  uses large visual templates called

Graphic Guides®

•  creates panoramic representations of an organization’s: —environment

—current situation —vision —action plans

   

Strategic  Planning  Tools  U8lised      

Situa@onal  analysis  

Environmental  Scan:    

PESTEL  

Situa8onal  Analyses:    

S.W.O.T  

Strategy  Review:    

Current  plan  update  

Vision,  Mission,  Values:    

Define,  decide,  agree  

History  Map:    

Company  milestones  

Business  Cri8cal:    

Cri@cal  success  factors  

Strategic  Op8ons:    

Evaluate  &  priori@se  

Goals  &  Objec8ves:    

Formulate  strategy  

Decision  Making:    

Role  clarity  

Strategy  Evalua8on:    

Risk  management  

Leadership  Alignment:    

Team  performance  

Implementa8on  Plan:    

Communica@on  strategy  

Strategic  Planning  Workshop  

Develop  a  comprehensive  business  plan  through  an  interac8ve,  

visual  workshop.  

Sample  Agenda  (Stages  1-‐3)  Focus  Area   Process   Content  

1.  Where  we  are

   

Review  of  our  Current  Strengths  and  Challenges

 •  What  do  we  do  well  and  what  could  we  do  beRer?  •  Context,  history  &  stakeholder  mapping  •  Gap  analysis  of  performance  around  the  company  

vision    and  the  corporate  vision  and  values  •  Prioritising business critical issues

2.  Where  we  need  

to  be

   

Developing  Vision

 •  What  does  our  future  look  like?  •  How  will  we  measure  success?  •  Developing  our  long  term  Vision,  Strategy  and  

Business  Plan  

3.  How  we  will  get  

there

   

Strategy  Formula@on

 •  What  @meframe  does  the  strategy  apply  to?  •  What  things  do  we  want  to  achieve?  •  How  do  we  achieve  it?  •  Commence  planning  for  success

Sample  Agenda  (Stage  4)  Focus  Area   Process   Content  

4.  Aligning  the  

Team  

 Building  Our  Future  Together  

 •  Our  corporate  vision  and  values  •  Team  Vision  and  Strategy  •  Discussion  of  the  key  points  from  the  team  iden@fied  

on  day  1  Developing  as  a  Team

 •  Team  development  is  an  evolu@onary  process  •  Iden@fying  effec@ve  features  of  how  we  func@on  as  a  

team  •  Iden@fying  limita@ons  in  how  the  team  func@ons  •  Iden@fying  at  what  stage  we  are  at?  •  How  will  this  team  affect  this  process?

 Our  Current  Strengths  and  Challenges

 •  Presenta@on  of  (5)  things  we  do  well  and  (5)  key  

issues/challenges  •  Discussion  of  presenta@ons  and  moo@ng  of  solu@ons  in  

the  context  of  the  broader  goals  Building  Construc@ve  Rela@onships

 •  Behavioural  profiling  •  Understanding  and  working  with  different  styles  

(people)  Develop  Ac@on  Plan

 •  Developing  ac@on  plans  to  take  away  from  workshop  •  What  responsibility  do  I  have  as  a  team  member  in  this  

process?

Peter  Ferreira  BA  Behavioural  Science  (Psychology)  

Grad  Dip  HRM  Strategic  Planning  (Australian  Graduate  School  of  Management)  

•  Peter  is  a  highly  experienced  and  creden@aled,    management  consultant.  With  20+  years  prac@cal    business  experience  he  has  worked  with  leadership  teams    in  both  private  and  public  sectors  to  develop  shared  vision,  business  strategy,  personal  responsibility,  goal  orienta@on,  and  cultures  of  openness  and  trust.    

•  Peter’s  approach  is  based  on  business  psychology,  u@lising  contemporary  strategic  planning  techniques,  team  effec@veness  training,  and  crea@ng  strategy  analysis  for  business  performance.    

•  A  highly  energe@c  an  engaging  workshop  leader  and  consultant,  Peter  shares  learnings  from  his  extensive  adventures  around  the  world  and  in  the  corporate  sector.  

Strategy  Clients  With  a  reputa@on  for  delivering  results,  Peter  aRracts  repeated  demand  from  his  clients.  He  has  successfully    

delivered  strategy  design  and  development  workshops  for:    

 Ausenco  

(APAC/Africa)  

Developed  strategic  plan,  implementa@on  plan,  culture  alignment  

 The  New  Zealand  Refining  Company  

Reviewed,  developed  strategic  plan  

 WATPAC  

Facilitated  graduate  diploma  unit  in  Strategic  Management  

 BCA  Consultants  

Developed  strategic  and  implementa@on  plan  

Strategy  Clients  (Con-nued..)  •  The  Winson  Group  •  Australian  Ins@tute  of  Management  (AIM)  •  Coca-‐Cola  Ama@l  •  Royal  Childrens’  Hospital  Founda@on  •  OLAM  •  Ergon  Energy  •  Chifley  Business  School  •  Serco  Sodexo  Defense  Services    •  Sodexo  •  Organ  and  Tissue  Dona@on  Agency  •  Tarong  Energy  •  KBR/Rio  Tinto  

For  more  informa8on……  

Please  call  us:  0414.282.977    Or  email  us:  peter@ecue.com.au    Peter  Ferreira    Director    E-‐Cue  Pty  Ltd    www.ecue.com.au