The Strategic Planning process helps to define a company’s direction and provides tools to help make decisions on how to allocate its resources to support a business plan.  Various models and business analysis techniques are used to examine business needs, identify opportunity, and determine future impact and consequences of decisions. 

Basically a strategic plan will answer key questions such as: 

  • Where do we stand and where are we going?
  • What do we do?
  • For whom do we do?
  • When do we do?
  • How do we beat or avoid our competition?

Our ten step approach below enables us to deliver our clients with a strategic plan that is both decision and action-oriented:

  1. Conduct an assessment to identify “SWOT” (Strengths and Weaknesses and Opportunities and Threats)
  2. Identify and prioritize major issues/goals
  3. Design of major strategies (or programs) to address issues/goals
  4. Design/update vision, mission and values
  5. Establish  action plans (e.g., objectives, resource needs, roles and responsibilities)
  6. Record issues, goals, strategies, updated mission and vision, and action plans
  7. Develop the yearly operating plan document
  8. Develop and authorize the budget
  9. Conduct the organization’s year-one operations
  10. Monitor/review/evaluate/update strategic plan document (annual process)

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