Sample Strategic Plan Presentation - Including Strategic Analysis Choice
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Strategic Plan Gordon Whitehead
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For those interested in applying a SWOT review slides 9 and 11 and notice the cross matching application that comes from a strategic analysis choice. Often SWOTs are misused and do not result in a strategic application; instead, they simply hang out there as if analyzing S W O T are enough in and of themselves. In this presentation, designed mostly for my MBA students, I try to show how to present a strategic plan and how to use strategic analysis choice in a practical way to build a strategy.
Transcript of Sample Strategic Plan Presentation - Including Strategic Analysis Choice
Strategic Plan
Gordon Whitehead
Agenda
Background Business need Practices Vision Mission Values Environmental
analysis
Long term objectives Strategic analysis &
choice Financial Critical success factors Controls
Background
Captus 5 Captus: Taking in power and comprehension Leadership training company focused on 5 core
principles Commitment Mental & physical fitness Teamwork & leadership Innovation Integrity
Business Need
Companies promote from within Elements of successful leadership are
common Managerial processes may vary Strong need for capability to rapidly
bring new managers into high level of effectiveness
Practices
Coaching Mentoring Team development Personal development
HRP Organizational modeling HRP process Leadership development
Courses Basic leadership & people
management Coaching Leadership academy
Seminars Rising to the top Self-healing organizations Overextended anxiety
Management Consulting Appreciative inquiry Environmental scanning Facilitation
Technology Management Roadmaps & strategies Vendor negotiations Software selection
Vision
Teach young leaders and managers how to access inspiration, foster innovation, leverage tradition and culture, develop managerial respect while developing relationships and solving company problems.
Mission
Captus 5 is a leadership training company committed to developing managerial and leadership talent.
Customers are businesses that need to grow the next generation of leadership from within, and use team oriented organizational models.
LLC that provides management and leadership consulting while giving back to community.
6 Key Values
Leadership People first Teamwork Innovation Poise Diving catch
Environmental AnalysisInternal Strengths External Opportunities
Internal Weaknesses External Threats
• Develop leaders• Training programs
• Brand recognition• Customer base• Market presence• Cash
• Political instability• Rising interest and inflation• Increased regulatory compliance• Terrorist impact on companies• Low barrier to entry
• Growing population of inexperience• Remote communications and
virtualization• Outsourcing requires leadership• Trade imbalance and exchange rates favor
US labor• Low barrier to entry
Long Term Objectives
Corporate StrategyLeadership company – 25% growth
Business StrategyDifferentiation
Grand StrategyConcentrated Growth / Vertical Integration
Long Term Objectives
Build brand recognition
Trademark/copyright material
Publish
Symbiotic channel partners
Internally fund growth
Strategic Analysis & Choice S-O
Customized program to meet baby boom vacuum
Programs that reflect client culture (customization)
S-T Customized programs
that compete against new market entrants.
W-O Lack of presence and
customer base combined with growing need for experienced leaders.
W-T Lack of market and base
combined with growing number of market entrants (Universities, channels).
O-T Vacuum of management
experience caused by baby boomer retirement.
S-W Lack of market being
served – customized leadership development opportunity
Financial Projections / Analysis
Positive cash flow NPV = $500k + IRR 89% Payback less than 2 years 5 Year point revenues $1.5m 5 Year point pretax earnings $450k Supportable revenue mix
Proforma Income Statement
Proforma Income Statement, Yr 1 - Yr 5
(figures in US dollars) Yr 1 Yr 2 Yr 3 Yr 4 Yr 5
Revenue $ 597,430 $ 746,788 $ 933,484 $1,166,855 $ 1,458,569
Variable Expenses 238,972 298,715 373,394 466,742 583,428
Gross Profit 358,458 448,073 560,091 700,113 875,142
Fixed Expenses (not including Depreciation) 242,015 242,015 242,015 242,015 242,015
Depreciation Expense 5,000 5,000 5,000 5,000 5,000
Earnings before Taxes and Interest 111,444 201,058 313,076 453,099 628,127
Taxes 39,005 70,370 109,577 158,585 219,844
Net Income After Taxes $ 72,438 $ 130,688 $ 203,499 $ 294,514 $ 408,283
Target Revenue & Product Mix
Critical Success Factors
EnvironmentalCapital Structure
IndustryFoundation Customers
StrategyPartnership Team
TemporalOperating Base
TemporalTraining Facility
Controls Premise
Jr. Manager Market chaos
Strategic Surveillance Market & industry
monitoring WSJ and HBR Key conferences
Alert Dow Jones Service Email alerts, CNN, and
WSJ Customer stock trade
variations
Implementation Short-term objective
metrics Concurrent
SOW Customer quality reviews Service deliver
monitoring systems
Organization Chart
Executive Partner
Practice Partner
Marketing&
Sales
SupportServices
Content Delivery
Administrative
Logistics&
Fulfillment
Foundations of Experience
