“Boo, I got a back up plan to the back up plan to back up my back up plan…” — Big Boi
Strategic Planning
An organization’s strategic plan often defines their direction, decision making, and available resources for the foreseeable future. As a facilitator, I step in as an objective third party to help guide your team to the best possible final results. Using all of the skills in my portfolio: defining corporate ideology, team-building, process mapping, well designed meetings, and a slew of other process oriented exercises, I can help your strategic plan take shape and then take flight.
What’s in a plan?
When building a strategic plan with clients, I like to start with 4 key grounding elements:
Values Statements
A Purpose Statement
An Envisioned Future
An Internal and External Analysis
Once these are developed, we’ll use them to help identify key strategic areas for your organization using some of the exercises sampled below. From there, you can craft custom strategies, goals, initiatives, and tactics to help your organization thrive.
SOARing to success
A crucial step in strategic planning is examining your team or company’s abilities from all angles. This is a sample SOAR assessment I did with a small Marketing team in 2018.
Turning ideas into action
The objectives of this meeting included walking out on the last day with a list of action items based on the strategic plan for the team. Here are examples of action items distributed for the group based on the above SOAR exercise.