Strategic Planning Made Simple (and Brilliant)!

Strategic Planning MadeS I

MP L E

Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved. www.boyermanagment.com 2

Who Is Boyer Management Group?

Founded in 1998.

Our founders have an average of 32 years in Organizational Development experience.

We work with companies and organizations who want to get the very best out of their people and with senior leaders who want to increase their effectiveness.


Our Partial Client Family

We build a consultative partnership with each of our clients which in turn results in tangible business improvements.


Our Core Competencies

Strategic PlanningTalent Optimization, Training & Coaching

Performance Management

Career Search Tools & Education

Team Building & Alignment


The Truth About Strategic Planning

True or False: Most companies consider strategic planning an important

discipline in running their organization. True! 88% of US organizations use some formal method of

strategic planning.

In companies that utilize formal strategic planning, most of the senior managers who participate in the actual planning believe the process is effective. False! Less than 25% of the senior managers who participate

in the process are satisfied with its effectiveness.

According to a 2008 study by


Ten Reasons Why Strategic Planning Fails

1. No actual plan created.

2. Lack of alignment among participants.

3. Action plans lack specificity.

4. Lack of leadership follow-up to hold people accountable.

5. Limited buy-in among those tasked with execution.


Ten Reasons Why Strategic Planning Fails

6. Not all the right participants were included.

7. No pre-work.

8. Lack of a crisp planning agenda.

9. Senior leadership is not a “regular” participant.

10. Did not utilize a facilitator.


Strategic Planning Made Simple℠ Approach

1. Choose the right planning team.

2. Carefully map out the logistics and pre-work.

3. Assure intentional alignment with people, vision, & KPIs from the

start.



4. Select the best planning methodology. SWOT, More-Less-Stop-Start, Continue-Fix-Start-Stop, etc.

5. Is it time to revisit the mission / vision statement?6. Involve the full staff in the pre-meeting research.7. Iterative project / solution plan development.



8. Establish each plan’s details.

9. Use an iterative process to prioritize and commission each project plan.

10. Implement a robust follow-up program.


Next Steps For Implementation SuccessAction Steps Responsibility Timing

Establish planning session dates & location; plan travel Client 10-12 weeks out

Develop CEO vision presentation BMG & Client 8 weeks out

Send out pre-work to participants BMG 6 weeks out

Conduct pre-work webinar for participants (30 min.) BMG 6 weeks out

Revisions to CEO vision presentation Client 4 weeks out

Rehearse CEO vision presentation BMG & Client 2 weeks out

Hold 3-day planning event BMG & Client 0 days out


Thank You!

For more information:

Hank Boyer, CEO of Boyer Management Group

215-942-0982 [email protected]

mailto:[email protected]

Strategic Planning Made Simple (and Brilliant)!

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