BUSINESS SOLUTIONS
STRATEGIC PLANNING
& EXECUTION
Taking The Necessary Action
Effective strategic planning and strategy execution are key to driving sustainable business success and growth. The goal is to help leaders and companies focus more time on the physical execution component versus on a long, often drawn-out or complex planning process. While effective planning and analysis are critical components, much lost opportunity occurs when too much emphasis and time are put into “getting all the information” and “getting it perfect” before taking the necessary action.
Defining The Strategy, Setting Initiatives, Decision Making & Organizational Alignment
Strategic planning is the process of formulating the vision of what the organization wants to be based on some knowns, many unknowns and the external environment at a given point in time. About 80-90% of the time, a strategy should be viewed as a living document and be assessed for effectiveness and refreshed periodically based on new information; a changing business climate, competitive threats, shareholder directives as well as, ever changing customer needs and wants. For the other 10-20% of the scenarios a more aggressive and purposeful transformation of the business and organization is required but the same elements of “the why” as described for a periodic strategy assessment refresh also apply.
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The most common elements of planning are defining the strategy, setting strategic initiatives, making decisions on allocating its resources to pursue the strategy, and aligning the organization to ensure that employees and other stakeholders collaborate toward common objectives.
CORE SOLUTIONS
Strategic Planning
Where no formal strategic plan is in place, we work with the business leader(s) to build a strategy and the associated execution plan from scratch.
Strategic Assessment and Refresh
Conduct a cold eyes assessment of the current strategy
Determine effectiveness/success of the strategy
Test business assumptions
Evaluate competitive forces
Transformational Change Projects
Conduct a cold eyes assessment of the current strategy
Determine effectiveness/success of the strategy
Test business assumptions
Evaluate competitive forces
Determine the most critical and major change factors required for the organization
Build the detailed transformation strategy complete with:
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Well defined goals, milestones, objectives and success factors
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A communication plan for the transformation roll out
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An execution action plan
New Business Line or Brand Extension Projects
Assess the business rationale and test assumptions
Determine points of leverage from the company’s core competencies
Evaluate competitive forces/landscape
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Strengths, weaknesses, threats, and opportunities
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Predict potential competitor responses
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Scenario planning for various pathways and the respective responses
Co-build with leadership a project specific vision and strategy inclusive of:
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Well defined goals, milestones, objectives, and success factors
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What resources are required to be successful
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A communication plan for the extension roll out
Business Exit Planning
Determine timeline and rationale for exit
Evaluate potential exit scenarios
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Management buyout
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Joint Venture
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Minority, majority or 100% share sale
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Asset sales
Leadership succession planning
Determine pathways and actions to maximize shareholder value
M&A Integration
Evaluate competitive forces/landscape
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Strengths, weaknesses, threats, and opportunities
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Predict potential competitor responses
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Scenario planning for various pathways and the respective responses
Participate in the due diligence process
Build a strategic plan for:
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Integration and assimilation
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Business growth