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Strategic Planning

Developing a clear vision, defining goals, and creating effective strategies to drive growth and achieve long-term success.

What can we help with?

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Do you see a service you need? Can your business benefit from some temporary external help? Do you need to outsource something?

Yes, but can I afford it?
Yes, you can.

Goal Setting

Goal setting is a fundamental aspect of running a successful business. By defining clear and measurable objectives, organizations establish a sense of direction and purpose, ensuring that all efforts align with strategic priorities. Setting challenging yet attainable goals motivates employees and stakeholders, driving their commitment and dedication to achieving desired outcomes.

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All workshops are available in virtual and in-person formats.

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FEATURED WORKSHOPS

  1. Goal Identification - Focus on defining the organization's short and long-term strategic goals and aligning them with the company's vision and mission.

  2. Goal Prioritization - Focus on prioritizing goals based on their strategic importance, available resources, and potential impact on the organization.

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DELIVERABLES

  1. Strategic Goals Document - A comprehensive document outlining the organization's short and long-term strategic goals, providing clarity on the direction and vision.

  2. Goal Prioritization Matrix​ - A visual representation of prioritized goals, based on their strategic importance and impact on the organization.

  3. And more!

Strategy Formulation

Strategy formulation is crucial in business as it sets the course for the organization's success. By defining clear objectives and outlining the steps to achieve them, strategy provides a roadmap for decision-making and resource allocation.

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All workshops are available in virtual and in-person formats.

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FEATURED WORKSHOPS

  1. Action Planning - Focus on developing detailed action plans for each goal, outlining tasks, responsibilities, and timelines.

  2. Goal Monitoring and Review - Focus on teaching participants how to monitor progress, conduct regular reviews, and make necessary adjustments to stay on track with goals.

  3. Risk Assessment and Contingency Planning - Focus on identifying potential risks and developing contingency plans to address unforeseen challenges during strategy implementation.

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DELIVERABLES

  1. Action Plans and Task Assignments - Detailed action plans for each goal, including specific tasks, responsibilities, and timelines, assigned to relevant team members.

  2. Risk Assessment and Contingency Plans - A comprehensive document outlining potential risks and contingency plans to address unforeseen challenges during strategy implementation.

  3. And more!

Metrics and KPIs

Metrics and KPIs are crucial for business as they provide quantifiable measurements of performance, track progress towards goals, and support data-driven decision making. They help identify strengths, weaknesses, and areas for improvement, leading to enhanced efficiency, customer satisfaction, and profitability. Additionally, metrics enable risk management, employee engagement assessment, and competitive analysis, ultimately driving business success and growth.

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All workshops are available in virtual and in-person formats.

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FEATURED WORKSHOPS

  1. KPI Identification and Definition - Focus on identifying and defining Key Performance Indicators (KPIs) aligned with company goals.

  2. Data Collection and Measurement - Focus on designing data collection methods and measurement techniques to ensure accurate and reliable KPI data.

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DELIVERABLES

  1. KPI Framework and Strategy Document - A comprehensive document outlining the KPI framework, including the selected KPIs, their definitions, targets, and the rationale behind their selection.

  2. Data Collection and Measurement Plan - A well-defined plan for collecting and measuring data related to the identified KPIs, ensuring data accuracy and reliability.

  3. And more!

Change Management

Change management is essential for strategic planning in business as it helps employees understand and embrace the proposed changes. By addressing resistance, minimizing disruptions, and fostering communication and engagement, change management ensures a smooth transition during the implementation of the strategic plan.

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All workshops are available in virtual and in-person formats.

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FEATURED WORKSHOPS

  1. Change Impact Analysis - Focus on analyzing the impact of the strategic changes on various aspects of the business, such as processes, culture, and employees, to proactively address potential risks.

  2. Communication and Engagement Strategy - Focus on developing a comprehensive strategy for communicating the strategic plan to all stakeholders, ensuring clear messaging and active engagement throughout the process.

  3. Change Champions Training - Focus on training selected employees as change champions to advocate for the strategic plan, support their colleagues, and act as ambassadors for the change process.

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DELIVERABLES

  1. Change Impact Analysis Report - An analysis report outlining the impact of the strategic changes on various aspects of the business, along with risk mitigation strategies.

  2. Change Action Plans - Detailed action plans for each stage of the change process, specifying responsibilities, and timelines.

  3. Communication Strategy and Materials - A clear and effective communication strategy, including messaging, materials, and channels to disseminate information about the strategic changes.

  4. Change Champions Training Materials - Training materials for identified change champions, empowering them to lead and support colleagues during the change process.

  5. ​And more!

Just need tips and tools?

Get your business started with these free tips and tools. If you still could use some help, reach out to us! We have additional templates and tools to help!

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