Book Page #: 20
Strategic Planning Process Outline
Strategic Planning Process Outline
20xx Business Plan
(Enter Company Name) Planning Team Members:
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Phase #1 – Planning Process Preparation
1. Execute Behavioral Surveys on all planning team members
2. Preplanning interview with each planning team member
a. Review preplanning questionnaire and gain perspective of each team member – information
is used to customize the planning process to address the specific needs of [Enter Company
Name here].
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 [Enter 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
d. Team Development Exercise
i. Each team member presents their Talent Tracker results
1. Behavioral style (DISC graph)
2. Workplace motivators graph
3. Soft skills inventory
e. Internal analysis
i. Strengths and weaknesses
ii. Financial analysis
f. External Analysis/Market research
i. Market research presentation
ii. Action plans to get additional research
Stopthevanilla @stopthevanilla stevevanremortel
© 2012, Stop Selling Vanilla Ice Cream, LLC.
Book Page #: 20
Strategic Planning Process Outline
g. 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 additional market research
d. Competence analysis
i. Team presentations of future competence and key strategies
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 set voids (next to hire)
iii. Systems/processes
iv. Communication System
v. Compensation System
vi. Business Model
vii. Business Planning Calendar
Stopthevanilla @stopthevanilla stevevanremortel
© 2012, Stop Selling Vanilla Ice Cream, LLC.
Book Page #: 20
Strategic Planning Process Outline
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
Stopthevanilla @stopthevanilla stevevanremortel
© 2012, Stop Selling Vanilla Ice Cream, LLC.