(Company Name) Planning Team Members
Phase #1 – Planning Process Preparation
1.
Execute Behavioral Surveys on all planning team members
2.
Preplanning interview with each planning team member a.
Ask questions about process and company to gain perspective of each team member – information is used to customize the planning process to address the specific needs of (Company Name). b.
One on one debriefing of the assessment results with each team member which then leads to the start of their individual development plan.
3.
Meeting with to review organizational assessment:

Provide organizational and team assessment

Review 20xx major strategic challenges /opportunities

Recommend a customized process (phase #2) to resolve the identified strategic challenges of (Company Name)

Finalize customization of planning process/phase #2
Phase #2 – Building the Team and Strategy Development Preparation
4.
Offsite session: a.
Opening remarks b.
Review planning session guidelines and process c.
Review characteristics of high performance team i.
Each team member presents their behavioral survey results
1.
Success insights (disc graph)
2.
Workplace motivators graph
3.
Personal talent skills inventory d.
Internal analysis i.
Strengths and weaknesses ii.
Financial analysis e.
External Analysis/Market research i.
Market research presentation ii.
Action plans to get additional research f.
Competence analysis i.
What is a competence ii.
Establish homework teams and action plans

HOMEWORK
Phase #3 – Strategy Development
5.
Offsite session: a.
Review plan completed to date b.
Review agenda and action plans c.
Review market research d.
Competence analysis i.
Team presentations of future competence and business model ii.
Define competence iii.
Target market analysis iv.
Competitive competence analysis v.
Brainstorming: Action plans to strengthen our competence vi.
Brainstorming: How to make our competence tangible to our target markets vii.
Brainstorming: Selling tools e.
Brand and positioning strategy f.
Mission statement g.
Create vision i.Measurement Matrix h.
Homework teams assignment
HOMEWORK
Phase #4 – Strategy Implementation
6.
Offsite session: a.
Review plan completed to date b.
Review agenda and action plan register c.
Transitional issues i. Organizational structure ii. Skill sets voids (next to hire) iii. Systems/processes iv. Communication System v.
Compensation System vi.
Business Model
vii. Business Planning Calendar d.
Develop 20xx Company Goals & method of measurement e.
Launch department (tactical) plans i.
Department plan responsibilities ii.
Review and finalize department plan outline f.
Finalize plan execution review i.
Timetable to plan execution ii.
Develop plan execution program g.
Brainstorm action plans to achieve each goal h.
Review next steps i.
Thoughts to leave with

Phase #5 – Department Planning Process
Phase #6 – Plan Execution
Execute Plan Execution Review Program