Strategic Planning for Transformation and Profitability

WHAT IS STRATEGIC PLANNING?

Create SYNERGY, AGILITY and ENGAGEMENT by having a strategic plan. It provides a springboard toward EMPOWERMENT and has a direct impact on PRODUCTIVITY and PROFITABILITY.

Phillip as an outside facilitator, is skilled in the art of facilitation will help guide you through this process. It requires tact, finesse and wisdom from a variety of disciplines and industries to encourage “out-of-the-box” thinking. He will take the time to learn your organization, your expectations and customize the experience in order to help you maximize your return on investment (ROI) from this program.

As your strategic planning consultant, Phillip will help you take your business to places you never thought possible with a deliberate and transformed focus. Creating a strategic plan is a critical element of an organizations’ operating rhythm for continued sustainability, profitability and ongoing transformation.

It will require your leadership valor, courage and ongoing commitment. Every organization is unique and one approach does not fit all. It requires experience and fresh outside perspective to help organizations move beyond typical tunnel vision to see what’s possible.

STRATEGIC PLANNING
MODEL

Strategic planning is often performed annually. The outcome is a tangible outline of high level strategies and SMART goals at an organizational high level, department level and ultimately individual performance level. It also includes a series of tactics to accomplish those goals and objectives. This creates a clear line of sight strategy. The emphasis used in Phillip’s approach is on maintaining a balanced approach and establishing accountability beyond planning. Areas of focus can include market position, operational effectiveness, innovative approaches, customer growth and employee engagement.

Strategic planning is a process to produce innovative and creative ideas which serve as the core framework for the company and designing its’ future. It involves a series of deliberate activities and exercises designed to brainstorm and engage critical and creative thinking.

It is essential the plan includes input from all levels and departments within your organization. There are a series of preparation activities designed to collect such input. This will ensure greater buy-in and creating a more effective plan that is relevant.

The strategic plan will ultimately support your Vision, Mission and Core Values. It is critical to revisit these each year. Some organizations find they either do not have these in place, or they are out of touch. These will be addressed early as part of the planning process.

A series of discovery activities will occur first to create awareness and activate both sides of the brain. This will encourage innovation and receptiveness to new ideas and fresh perspectives. Understanding of mental models will be identified so these and other barriers can be recognized and quickly moved aside. Education on specific techniques will encourage a systems thinking approach. These techniques can become part of your culture and guide ongoing decision making.

01.

Determine and recognize current state:

Analysis

We take a neutral and honest look at your current state together to identify successes, opportunities and challenges. This can be achieved through a variety of analysis techniques which include performing management and employee focus groups, completing market research, employee engagement surveys, etc.

02.

Identify vision, mission and values:

Shared Foundation

We help you create and/or evaluate your vision (why are you doing this), mission (how will you achieve this) and your core values (who are you-culture). These create clarity, alignment and include input from all corners of your organization to maximize creativity and shared ownership. This defines the foundation for your culture, true empowerment, and guides decision-making leading to improved productivity.

03.

Outline balanced objectives and goals:

Holistic Balance

We often achieve what it is we measure. Are we measuring the right things? This strategic planning will foster intense debates and discussions; to identify certain desired outcomes (increased revenue, improved margins, higher ROI) will result from a given set of initiatives with a balanced and holistic approach in the form of a balanced scorecard. We identify the balanced “four corners” together then success measures and aligned SMART goals.

04.

Identify accountability:

Shared Ownership

We distinguish between those accountable and responsible for desired results. Support creating a system of accountability and linking individual performance to the objectives and goals is key to a line-of-sight strategy. This allows people to see how they are making a difference and ensures alignment. This commonly missed element supports employee retention.

05.

Review, respond and refine:

Strategic Management

Life happens and economics can shift quickly. Are we responding timely and deliberately? Strategic planning is incomplete without an emphasis on strategic management throughout the year. We will establish a formal review calendar for you to review progress and refine components as necessary. A plan is destined to fall short without this; which can have a negative impact if the goals are not achieved.

strategic-planning-model-chart

Forbes, www.forbes.com/sites/aileron/2011/10/25/five-steps-to-a-strategic-plan/
HARVARD BUSINESS REVIEW, http://blogs.hbr.org/2013/10/four-tips-for-better-strategic-planning/
Ansoff, H.I., “Corporate Strategy: An Analytic Approach to Business Policy for Growth and Expansion,” McGraw-Hill, 1965
Rumelt, R., Schendel, D. and Teece, D., “Fundamental Issues in Strategy, a Research Agenda”, Harvard Business School Press, 1995

What Can We Expect?

When Phillip works to create a customized and relevant solution for your organization he will seek to Discover (determine needs, expectations and learn organization), customize (organize agenda to be relevant), educate (create common language and safe space), prepare (mentally prepare and create awareness of current state-SWOT), innovate (prioritize and brainstorm), create (balance objectives, SMART goals and tactics), and sustain (accountability, communication and follow-through).

These five steps are a proven foundation for creating a roadmap that will contribute to a transformed organization and lead to transformed profits, accountability plans with SMART goals and success measures, and in some cases, strategies for buy-in.

WHAT IS NEXT?

These solutions are customized to meet your specific needs. This will likely be a minimum of 1-day and beyond that will depend on your needs.

Email or call Phillip and share more of what you want to accomplish. Together, we can work out a solution and determine the investment. Phillip is passionate about his work and helping various organizations. You will find the investment to be reasonable and the Return on Investment (ROI) to exceed your expectations.

Background:

Phillip has performed strategic planning for many organizations across various industries, both private, non-profit and government sectors. These Organizations include: Mercedes Benz, US Air Force, Children’s Holiday Magic Project (CHMP), Media Communications International (MCAI), Skinny Gene Project and BMW.

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Contact PHILLIP TANZILO:

619.800.2555

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