StratOp

StratOp is a proven strategic planning process customized to meet the unique needs of each client. We utilize over 20 powerful & proven StratOp exercises, covering the StratOp phases of Perspective, Planning, & Action. Teams walk away with a renewed sense of purpose, unity, clarity, and focused action for the future. As facilitators, we draw out the “last 10% of the truth” from your team, leading them to create a plan that they are then motivated to follow through on and execute. We capture all key insights on flip charts and then turn the flip charts into an electronic Strategic Plan Playbook for ease of reference over the long run.

StratOp Strategic Planning Exercises

StratOp is a proven strategic planning process customized to meet the unique needs of each client. We utilize over 20 powerful & proven StratOp exercises, covering the StratOp phases of Perspective, Planning & Action. Teams walk away with a renewed sense of purpose, unity, clarity, and focused action for the future. As facilitators, we draw out the “last 10% of the truth” from your team, leading them to create a plan that they are then motivated to follow through on and execute. We capture all key insights on flip charts during the 2-day facilitation, and then turn the flip charts into an electronic Strategic Plan Playbook for ease of reference over the long run.

  • Turning Points Identifies key events that changed the organization as well as their impact on us now.
  • Life Cycle Analysis Identifies where current products, services, departments, and clients are on a life cycle.
  • Strategy Canvas We identify your factors of competition, whether they are high or low, in order to improve market differentiation.
  • Four Helpful Lists We ask what's right that needs to be optimized, wrong that needs to be fixed, confused that needs to be clarified, and missing that needs to be added.
  • Fountain of Youth We identify product and service ideas that are being "sensed" as well as ideas that should be "seized" upon, beta tested and pushed into the market.
  • Mission A short & compelling purpose statement explaining why we exist is essential to increase employee engagement and customer's perception of the organization.
  • External Patterns & Trends We identify existing external industry changes along with opportunities to be seized and risk to be mitigated.
  • Opportunity / Risk Analysis We identify what ideas would provide the greatest return given their risk and required resources.
  • Core Values Identifies the irrefutable foundations of the organization that can be fully operationalized in to the organization in order to protect and cultivate culture.
  • Strategic Control Panel Clarifies the 3-year vision of the organization with the key performance indicators, performance drivers, and the risks & constraints that need to be managed against.
  • Action Initiatives Profiles Formation of the strategic initiatives cross-functional teams necessary to execute the strategic plan, including definition of objectives & deliverables.
  • Ideal Client Identifies the essential characteristics of our ideal client, as well as what they need, value and what from us.

Strategic Planning Timeline

Our engagements typically last six months at a minimum and up to twelve months depending on the scope of the project. We customize our approach and engagement scope to achieve your desired outcomes.

  • Strategic Plan Facilitation

    In person through a 2-day process, that will ensure team-based discovery, unity and clarity around your organization’s goals and objectives.  We capture all key learnings on flip charts during the 2 days, and we deliver an electronic StratOp Strategic Plan Playbook within a week of the facilitation.

    • Perspective

      Gain full perspective by considering the big question of “Where Are We Now?” and use specific exercises such as Thinking Wavelengths, Turning Points, 4 Helpful Lists, and Fountain of Youth to gain perspective on your organization and opportunities.

    • Planning

      Clarify your organization’s one to three year vision, so as you can answer the question “Where Are We Headed?”  We utilize a set of proven exercises that provide greater clarity on the specifics of your plan and allow your team to build the plan together, thus ensuring the highest levels of ownership and buy-in from your team.   Exercises in this phase include discussing and clarifying Mission, Vision, and Core Values.

    • Action

      This final step in plan facilitation involves answering “What’s Important Now?” – what are the key WIN Initiatives we need to form cross-functional teams around in order to ensure the significant progress required over the coming year that will ultimately turn your plan into reality.  We make sure everyone is clear on key deliverables and objectives, due dates and next steps.

  • Strategic Plan Installation

    Immediately following the plan facilitation we remotely coach your WIN Teams through diagnosing their respective WIN Initiative, and the creation of detailed action plans that will ensure the successful completion of their respective WIN Initiative (key strategic initiatives that require focused action to achieve the company’s one to three year vision).  Each WIN team presents their action plan to your leadership team, and we provide feedback to ensure any necessary changes are made.  This begins the coaching and accountability your team needs to execute your strategic plan, as the greatest strategic plan isn’t worth the paper its printed on unless it is executed in the months following its creation.

  • Strategic Plan Execution

    Over 6 to 12 months we coach you and your team as you make progress on each of the WIN initiatives and consult with you on any issues that arise as a result of gaining greater clarity on your business from the StratOp.

    • People

      Since we believe that your best people are your greatest asset, we help organizations answer the question “Are we optimizing our greatest asset?” To get the best people on the bus in the first place requires a robust hiring process, including employee assessments. The best people then need to explicit role descriptions to allow them to know what’s expected of them, and career ladders that show them how they can develop over time. We also help organizations with employee development and performance evaluation approaches that work best in their context.

       

      Specific coaching tools include People Assessment, and Roles & Responsibilities Chart.

    • Processes

      Answers the question “Do our process support our vision?” As organizations grow and change, informal processes that worked when the organization was smaller will no longer allow the growing organizations to achieve optimal performance. The StratOp facilitation process typically identifies processes that need either to be improved upon or created for the first time. During the coaching phase we help organizations  clarify and optimize processes such as Project Work, Communication, Meetings, and Client Feedback.

       

      Specific coaching tools include Identify Core Processes, and Document Core Processes, including Sales & Marketing Process.

    • Management

      With some level of frequency, ideally weekly and certainly not less than monthly, leaders and teams must ask “How Are We Doing?”  By ensuring the Strategic Control Panel created during the two day facilitation is updated at least monthly, we help ensure your team is staying focused on the key drivers, and risks/constraints that are vital to either manage toward or against, to ensure achievement of your goals.  We also review progress on WIN teams, and consider activating additional WIN initiative as some of the initial WIN initiatives are completed. functions to ensure greater effectiveness and synergy.

       

      Specific coaching tools include WIN Initiative update, Dashboard update, Issues List, 3 Year Vision, and 1 Year Plan reviews.

  • Renewal

    Typically nine to twelve months after the initial plan facilitation, we can help you and your team answer “What Must Change?”  We will help you refresh certain tools we completed during the initial facilitation such as Patterns & Trends, 4 Helpful Lists so as to keep the Strategic Plan fresh, relevant and up to date given the inevitable changes in your organization and environment.  Organizations that repeat the phases of StratOp annually begin to reap cumulative benefits from the process, and are able to spend less, but even more productive time, in planning and evaluation.  We help your team experience StratOp, learn StratOp, own StratOp, and live StratOp in order to achieve your desired vision for your company.

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