Strategic Planning & Execution Framework

A Strategy in a Day & The One Page Strategic Plan

Because the execution of an idea is always more important than the

brilliance of the thought

[email protected] @strategyguy www.linkedin.com/in/jcduarte www.thestrategyguysite.com

What is it?

A Strategy in a Day is a facilitated one day strategic thinking & execution planning workshop that develops and aligns your organization around the right short, medium & long term priorities that will deliver the most relevant business performance & results required for your success.

A One Page Strategic Plan (OPP) is the output of your strategic thinking & execution planning workshop contained on a single page. A roadmap for success, the OPP is a highly effective communication tool, literally guaranteeing that everyone in your organization is on the same page by bridging business theory into operational execution.

How do you benefit?

• ONE TEAM; committed, engaged, agile, motivated & focused on the right activities by the right people at the right time that will provide the right results that will most impact your business.

• A Compass; a single page that will be used to filter the key decision criteria your organization faces when making the right choices that will bring you the right results most needed under the current circumstances.

• A North Star; the right combination of short, middle & long-term priorities that deliver the results your organization requires to achieve success.

• A Roadmap; in the form of a strategic plan that drives your most relevant strategic thinking operational planning and tactical activities, made up of smarter objectives, key results, accountability and highly relevant next steps to address an ever changing business environment surrounding you.

• Everyone on the Same Page; in how their individual and group efforts and activities contribute to the organizations success.

How does it help you?

Along with a supporting agile business methodology, teams going through this process have declared coming away with a greater sense of.. • Clarity • Focus • Alignment • Motivation • Agility • Ownership • & Accountability ..for the right set of activities required to achieve success.

How does it work?

Many organizations have very comprehensive and complex strategies, yet too often leave a gapping hole that threatens successful operational implementation. By splitting your exercise into separate Strategic Thinking & Execution Planning components, we facilitate a strategic dialog based on quantitative actions that deliver qualitative performance & results. Starting with macro core ideology, we gradually narrow our focus toward identifying the Top 5 “breakthrough” priorities that will most positively impact your business.

How does it work?

During this process..

• Objectives & Key Results (OKR’s) are established

• Accountability for results (OKR’s & KPI’s) are identified / assigned

• A short, medium & long-term roadmap for success is designed

• With Reverse Hierarchy, the entire organization is engaged & accountable

The process at 10,000 feet

Discovery Process

Strategic Thinking Workshop

Execution Planning Workshop

Learning Applied @ 30 Days

Behavioral Change @ 60 Days

Company Results Impacted @ 90 Days

The Strategy Creation Cycle The Execution & Results Creation Cycle

The Agile and Continual Improvement Cycle Results pulse-check @ “period”-to-date vs. required Measure velocity, relevance & agility of results

Why it works

Maslow’s Hierarchy of Needs

• The “what’s in it for me” factor guarantees engagement

Convergence Theory

• Inspiration Top / Down • Alignment & Execution

Bottom / Up

The Right Action

The Right People

The Right Timing

The Right Result

The One Page Strategic Plan (OPP)

Starting with a blank page, the OPP reflects 5 levels of effective cascade planning. Starting with high-level ambition @ Level 0 & laddering down to Level 4 tactical execution planning.

The OPP framework is principally derived from the following universal best practices that have lived the test of time.

• Balanced Scorecard • Strategic Execution Framework (INVEST Model) • Agile Manifesto • Cascade Planning • Reverse Hierarchy

A blank One Page Strategic Plan

Your Experience Facilitator

Driven by a passion & purpose to enrich the lives he touches, JC helps people and organizations grow 5x faster & better to realize their true potential.

+30 years of proven results across 5 continents & every stage organization imaginable. Working IN-the-business operationalizing Go-to-Market & Customer Success strategies so that CEO's can focus ON-the-business.

• 16 years as COO (Chief Operations Officer), CTO (Chief Technology Officer) & Customer Services Director @ Fortune 500’s

• 14 years as Interim Executive Manager, Entrepreneur in Residence & Business Coach @ early, mid & late stage entrepreneurial ventures

• Since 2005 practicing the Strategy in a Day & One Page Strategic Plan across 5 continents, in 3 languages, to maximize growth & scale at entrepreneurial ventures of every stage, while helping Fortune 500’s become more agile, innovative & obtain accelerated performance results.

• All the while providing Leadership Development & Organizational Effectiveness knowledge transfer

A Strategy in a Day & The One Page Strategic Plan

Because the execution of an idea is always more important than the

brilliance of the thought

[email protected] @strategyguy www.linkedin.com/in/jcduarte www.thestrategyguysite.com