Strategic & Succession Planning

Strategy Development

We work with you and your team to identify the challenges that stand in your way, opportunities to pursue, and help you craft a plan that will take you from where you are now to where you want to be. Our ability to engage employees is the key to our success in conceptualizing and formalizing ideas for the plan. Together, we will:

• Develop a shared vision of the future and summarize it into key themes
• Understand the strengths, weaknesses, opportunities and threats (SWOT) of the business
• Outline the core competencies of your team, products, and operational capabilities that comprise the Unique Value Proposition (UVP) which sets you apart from competitors
• Use the Balanced Scorecard methodology to ensure all aspects of the business are included, finances, customers, process, and people
• Prioritize areas of focus — the key goals for performance and improvements needed over the next 12 months
• Translate priorities into S.M.A.R.T. (specific, measurable actionable, results oriented, time bound) goals
• Establish a periodic reporting and follow-up method that keeps those goals on track

Strategy Implementation

We provide you with a Strategic Plan Map to facilitate team communication, make it easier to chart organizational progress, and keep all employees moving in the same direction (in lieu of a 3-ring binder that sits on a shelf). For companies with limited resources, or desire assistance with implementation, we can also be part of your implementation team.