Strategic Planning Made S I M P L E
May 08, 2015
Strategic Planning MadeS I
MP L E
Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved. www.boyermanagment.com 2
Who Is Boyer Management Group?
Founded in 1998.
Our founders have an average of 32 years in Organizational Development experience.
We work with companies and organizations who want to get the very best out of their people and with senior leaders who want to increase their effectiveness.
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Our Partial Client Family
We build a consultative partnership with each of our clients which in turn results in tangible business improvements.
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Our Core Competencies
Strategic PlanningTalent Optimization, Training & Coaching
Performance Management
Career Search Tools & Education
Team Building & Alignment
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The Truth About Strategic Planning
True or False: Most companies consider strategic planning an important
discipline in running their organization. True! 88% of US organizations use some formal method of
strategic planning.
In companies that utilize formal strategic planning, most of the senior managers who participate in the actual planning believe the process is effective. False! Less than 25% of the senior managers who participate
in the process are satisfied with its effectiveness.
According to a 2008 study by
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Ten Reasons Why Strategic Planning Fails
1. No actual plan created.
2. Lack of alignment among participants.
3. Action plans lack specificity.
4. Lack of leadership follow-up to hold people accountable.
5. Limited buy-in among those tasked with execution.
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Ten Reasons Why Strategic Planning Fails
6. Not all the right participants were included.
7. No pre-work.
8. Lack of a crisp planning agenda.
9. Senior leadership is not a “regular” participant.
10. Did not utilize a facilitator.
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Strategic Planning Made Simple℠ Approach
1. Choose the right planning team.
2. Carefully map out the logistics and pre-work.
3. Assure intentional alignment with people, vision, & KPIs from the
start.
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Strategic Planning Made Simple℠ Approach
4. Select the best planning methodology. SWOT, More-Less-Stop-Start, Continue-Fix-Start-Stop, etc.
5. Is it time to revisit the mission / vision statement?6. Involve the full staff in the pre-meeting research.7. Iterative project / solution plan development.
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Strategic Planning Made Simple℠ Approach
8. Establish each plan’s details.
9. Use an iterative process to prioritize and commission each project plan.
10. Implement a robust follow-up program.
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Next Steps For Implementation SuccessAction Steps Responsibility Timing
Establish planning session dates & location; plan travel Client 10-12 weeks out
Develop CEO vision presentation BMG & Client 8 weeks out
Send out pre-work to participants BMG 6 weeks out
Conduct pre-work webinar for participants (30 min.) BMG 6 weeks out
Revisions to CEO vision presentation Client 4 weeks out
Rehearse CEO vision presentation BMG & Client 2 weeks out
Hold 3-day planning event BMG & Client 0 days out
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Thank You!
For more information:
Hank Boyer, CEO of Boyer Management Group
215-942-0982 [email protected]