Learn how to strategically manage your organization throughout the year. Develop an agile strategic management system to guide decisions throughout the year.

Topics include:

Strategic planning vs. Strategic Management

Goals of Strategic Management

Our Strategic Management Approach

Premises of Strategic Management

Give yourself an advantage by preparing the people and organization for the best planning outcomes.

The Strategic Management Process helps you manage strategically throughout the year with our annual cycle.

Topics include:

Prepare to Begin tasks - how to educate, assess, organize and tailor for the Strategic Management process

Top 12 Most Common Mistakes in Strategic Planning

Planning team membership & roles

Support team & SMEs responsibilities

The Strategic Management Process ensures success by looking outside yourself to develop proactive strategies for handling changes in the external environment,  managing risk and building strategic foresight.

Topics include:

Future environmental scanning using our SKEPTIC model

Trend analysis

Risk management

Scenario planning

Our Parallel Stakeholder Engagement process involves key stakeholders to create a superior plan and ensure successful implementation of that plan. 

Reduce resistance, build allies and diminish unintended consequences through involving stakeholders who are crucial to the execution of your plan.

Topics include:

Key stakeholder assessment

Parallel Involvement process - who, how & when to include key stakeholders

Create clarity for where you are going. Picture what your organization looks like when you are wildly successful and discover your positioning in your customer's eyes. 

Align employees, board and key stakeholders behind a shared and understood strategic direction.

Topics include:

Creating a shared vision

Mission driving behavior

Core values and culture

World-class positioning

Rallying cry

Measure what's important, not what's easy! Learn how to measure progress towards your organizational goals.

Topics include:

Key success measures

Quadruple bottom line

Tracking & reporting

Traditional planning processes begin at current state, which is not a Systems Thinking approach. We assess our current situation in the context of the future we desire to obtain.

Topics include:

Where, when and how to gather information for assessing where we are now

Assess the current state using SWOT 2.0

Organization and strategic capabilities

Develop high level strategies to bridge the gap between where we are and where we want to go.

Topics include:

Addressing the gap through core strategies

Linking strategies to measures

Strategic alignment

Strategic action items under core strategies

Rolling planning

Build practical strategic and operational plans that are tied to the long term strategy.

Strategy driving budgets, NOT budgets driving strategy - learn how to integrate your existing budgeting process so that it supports your plan.

Topics include:

Three-year business/ operational planning

Cascade of planning

Annual planning

Strategic budgets

Individual planning

Simplicity in planning 

Strategic plans are just words on paper (or a screen) unless they are implemented. Learn what to do BEFORE you execute your plan to ensure your achieve your goals.

Icebergs & Rollercoasters, what do they have to do with carrying out your plan? Two powerful models to ensure successful change management.

Topics include:

Change vs. transition

Prepare to Implement tasks: Educate, assess, organize and tailor for successful management of upcoming change

Iceberg of Change: Content, processes, structures and culture to support change

Aligning the operating model with the strategy

Rollercoaster of Change: Managing yourself and others through change

Roles of leaders and staff during change

Change management/ transformation plan

Communication planning

Managing strategically isn't a single event. How to keep the momentum going throughout the year through a Strategic Management System.

Learn how to make sure you are working your plan every day & every year.

Topics include:

Annual strategic management system

Regular monitoring meetings for flexibility and speed

Implementation challenges

Annual strategic review and update

Effective governance

Strategic Management failures

Facilitation hints and tools