Phase I - Strategic Planning Project Setup CEO:
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01
Phase I - Strategic Planning Project Setup CEO: insert your own text
Chief Strategy Officer: insert your own text
Date: insert your own text
Version: insert your own text
Contact Email: insert your own text Replace this logo by your own logo<br>
Chief Strategy Officer: insert your own text
Date: insert your own text
Version: insert your own text
Contact Email: insert your own text Replace this logo by your own logo<br>
02
Guide 2 You can use this deliverable directly for your own purposes. You simply need to insert your logo and adjust the slides based on the specificities of your organization.
Please note that this document also includes many slides with best practices, tutorials and real-life examples to help you adjust this deliverable based on the specificities of your organization. These slides have an orange rectangle in the top-right corner. You may decide to delete these slides as they are mainly there to help you fill in the rest of the deliverable. Before you do, copy and paste this document so you always have the original version in case you need it.
Many of the real-life examples are from a Digital Transformation Business Case presented to the Board of one of our clients, a leading European retail bank. The objective was to convince the Board to invest $100 million in a Digital Transformation Program. The name and data have been changed for confidentiality reasons.<br>
Please note that this document also includes many slides with best practices, tutorials and real-life examples to help you adjust this deliverable based on the specificities of your organization. These slides have an orange rectangle in the top-right corner. You may decide to delete these slides as they are mainly there to help you fill in the rest of the deliverable. Before you do, copy and paste this document so you always have the original version in case you need it.
Many of the real-life examples are from a Digital Transformation Business Case presented to the Board of one of our clients, a leading European retail bank. The objective was to convince the Board to invest $100 million in a Digital Transformation Program. The name and data have been changed for confidentiality reasons.<br>
03
This deliverable will focus on the first phase of our Strategic Planning approach 3 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
04
Table of contents 4 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
05
Our strategic planning team includes a leadership team, a core team and a measurement team 5 Leadership Team Role
Champion the strategic planning process
Participate in workshops
Make strategic decisions
Approve the strategic plan
Provide resources and support to the core team and the measurement team
Who?
Insert name
Insert name
Insert name Core Team Role
Lead the execution of the strategic planning process
Develop the strategic plan
Lead the measurement team
Who?
Insert name
Insert name
Insert name Measurement Team Role
Develop detailed definition of the key performance indicators (KPIs)
Identifies data sources
Update regularly the KPIs dashboard
Who?
Insert name
Insert name
Insert name<br>
Champion the strategic planning process
Participate in workshops
Make strategic decisions
Approve the strategic plan
Provide resources and support to the core team and the measurement team
Who?
Insert name
Insert name
Insert name Core Team Role
Lead the execution of the strategic planning process
Develop the strategic plan
Lead the measurement team
Who?
Insert name
Insert name
Insert name Measurement Team Role
Develop detailed definition of the key performance indicators (KPIs)
Identifies data sources
Update regularly the KPIs dashboard
Who?
Insert name
Insert name
Insert name<br>
06
Our strategic planning team includes a leadership team, a core team and a measurement team 6 Leadership Team Role
Champion the strategic planning process
Participate in workshops
Make strategic decisions
Approve the strategic plan
Provide resources and support to the core team and the measurement team
Who?
Insert name
Insert name
Insert name Core Team Role
Lead the execution of the strategic planning process
Develop the strategic plan
Lead the measurement team
Who?
Insert name
Insert name
Insert name Measurement Team Role
Develop detailed definition of the key performance indicators (KPIs)
Identifies data sources
Update regularly the KPIs dashboard
Who?
Insert name
Insert name
Insert name Best Practices Best practice: The leadership team should include members of the executive committee (such as the Chief Strategy Officer) and some of their direct reports. Best practice: the core team should include executives or experienced mid-level managers representing the different Business units. It should also include the management consultants leading the process. These management consultants can be from your internal management consulting team (if you have one) or from an external management consulting firm. Best practice: The measurement team should include finance managers, data analytics managers and data analysts.<br>
Champion the strategic planning process
Participate in workshops
Make strategic decisions
Approve the strategic plan
Provide resources and support to the core team and the measurement team
Who?
Insert name
Insert name
Insert name Core Team Role
Lead the execution of the strategic planning process
Develop the strategic plan
Lead the measurement team
Who?
Insert name
Insert name
Insert name Measurement Team Role
Develop detailed definition of the key performance indicators (KPIs)
Identifies data sources
Update regularly the KPIs dashboard
Who?
Insert name
Insert name
Insert name Best Practices Best practice: The leadership team should include members of the executive committee (such as the Chief Strategy Officer) and some of their direct reports. Best practice: the core team should include executives or experienced mid-level managers representing the different Business units. It should also include the management consultants leading the process. These management consultants can be from your internal management consulting team (if you have one) or from an external management consulting firm. Best practice: The measurement team should include finance managers, data analytics managers and data analysts.<br>
07
Leadership Team Strategic planning team organizational chart 7 CEO
[Insert name] Insert role
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[Insert name] Core Team Insert role
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[Insert name] Person accountable<br>
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[Insert name] Person accountable<br>
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Leadership Team Strategic planning team organizational chart 8 CEO
[Insert name] Chief Strategy Officer
[Insert name] Chief Human Resources Office
[Insert name] Chief Financial Officer
[Insert name] Chief Operating Officer
[Insert name] Chief Marketing Officer
[Insert name] Chief Digital Officer
[Insert name] Core Team Strategy Executive [Insert name] Executive
[Insert name] Senior Management consultant
[Insert name] Management consultant
[Insert name] Executive
[Insert name] Management consultant
[Insert name] Measurement Team Finance Executive
[Insert name] Finance Manager
[Insert name] Data Analyst
[Insert name] Data Analyst
[Insert name] Data analytics Manager
[Insert name] Data Analyst
[Insert name] Person accountable Real-life example<br>
[Insert name] Chief Strategy Officer
[Insert name] Chief Human Resources Office
[Insert name] Chief Financial Officer
[Insert name] Chief Operating Officer
[Insert name] Chief Marketing Officer
[Insert name] Chief Digital Officer
[Insert name] Core Team Strategy Executive [Insert name] Executive
[Insert name] Senior Management consultant
[Insert name] Management consultant
[Insert name] Executive
[Insert name] Management consultant
[Insert name] Measurement Team Finance Executive
[Insert name] Finance Manager
[Insert name] Data Analyst
[Insert name] Data Analyst
[Insert name] Data analytics Manager
[Insert name] Data Analyst
[Insert name] Person accountable Real-life example<br>
09
Strategic planning team organizational chart 9 Insert Name
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Strategic planning team organizational chart 10 Insert Name
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Strategic planning team organizational chart 11 Insert Name
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12
Table of contents 12 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
13
We identified 5 [insert your own number] strategic planning guiding principles 13 1 Insert a quick description of your guiding principle 2 Insert a quick description of your guiding principle 3 Insert a quick description of your guiding principle 4 Insert a quick description of your guiding principle 5 Insert a quick description of your guiding principle Insert title of your guiding principle Insert title of your guiding principle Insert title of your guiding principle Insert title of your guiding principle Insert title of your guiding principle<br>
14
We identified 5 [insert your own number] strategic planning guiding principles 14 1 Engage as many people as possible from our organization. The more people we engage in defining the strategic plan, the more people will be involved in its execution. 2 Create a shared vision up front, so everyone is clear on what we want to achieve. 3 Ensure perfect alignment between your mission, vision, strategic objectives and initiatives. 4 Prioritize rigorously so you are clear on what the company should do, and even more importantly, what the company should not do. 5 Ensure that our strategic plan is not written is stone. The strategic plan should evolve incrementally each time new data and insights have been identified. Stakeholder engagement Shared vision Strategic alignment Focus Iterative process Real-life example<br>
15
We identified 5 [insert your own number] strategic planning guiding principles 15 1 Ensure that project sponsorship is from a high enough level to command the organization's attention. 2 Make sure the entire Leadership Team has a real understanding and gives endorsement of time commitment. Project sponsorship Leadership team 3 Go at a reasonably quick pace to create momentum and enthusiasm. 4 Drive action with a detailed and explicit Strategic planning project plan to make our vision a reality. 5 Let’s capitalize on our current strengths and competitive advantages. Momentum Strategic planning project plan Competitive advantages Real-life example<br>
16
Table of contents 16 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
17
Our strategic plan will include 7 [insert your own number] key sections 17 Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects<br>
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects<br>
18
Our strategic plan will include 8 [insert your own number] key sections 18 Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Tutorial We’ve been refining our strategic plan structure for the past 20 years to make it as comprehensive and straight forward as possible. This is our latest version. However, you may decide to slightly customize this structure to better reflect the specificities of your organization<br>
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Tutorial We’ve been refining our strategic plan structure for the past 20 years to make it as comprehensive and straight forward as possible. This is our latest version. However, you may decide to slightly customize this structure to better reflect the specificities of your organization<br>
19
Table of contents 19 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
20
We will leverage 6 key inputs to create our strategic plan 20 SWOT Summary of the key business insights S W O T Strategic Plan Market analysis Competitor analysis Customer feedback Company data analytics team Employee feedback Executive feedback<br>
21
SWOT Summary of the key business insights We will leverage 6 key inputs to create our strategic plan. 21 Strategic Plan S W O T This is usually the top 6 inputs used to create a strategic plan. Though don’t hesitate to add or remove some inputs based on the specificities of your organization. For example, if you have an ecommerce website, you may leverage other data from applications such as Google analytics, Google ads analytics or Facebook Ads Analytics. You may also have a great Customer Relationship Management (CRM) tool that gives you a 360-degree view of your customers Market analysis Competitor analysis Customer feedback Company data analytics team Employee feedback Executive feedback Best Practices<br>
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Our process to gather data will differ from 1 input to the other 22 Process to gather data Input Explain how you will gather data Explain how you will gather data Explain how you will gather data Explain how you will gather data Explain how you will gather data Market analysis Competitor analysis Customer feedback Company data analytics team Employee feedback Explain how you will gather data Executive feedback<br>
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Process to gather data Input Explain how you will gather data Explain how you will gather data Explain how you will gather data Explain how you will gather data Explain how you will gather data Market analysis Competitor analysis Customer feedback Company data analytics team Employee feedback Explain how you will gather data Executive feedback Our process to gather data will differ from 1 input to the other 23 Customer feedback can often be gathered via Interviews, survey, focus groups or by reviewing emails sent by your customers Market analysis and competitor analysis can either be done internally, or you may decide to purchase a report from a well-known company such as Gartner The company analytics team often leverages data gathered by the company IT systems, and the data gathered by third party application such as Google analytics, Google ads analytics, Facebook ads analytics, etc. Employee feedback are often gathered by conducting surveys, interviews and workshops Executive feedback are often gathered by conducting interviews Best Practices<br>
24
Table of contents 24 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan Strategic planning team
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
Guiding principles
Strategic plan structure
Strategic plan key inputs
Strategic planning project plan Mission, vision and values
Strategy map including the strategic objectives to reach our vision
Balanced scorecard including the key performance indicators linked to the strategic objectives
List of potential initiatives to reach our strategic objectives
Business cases and financial models to help us prioritize our list of potential projects
Project prioritization
Business roadmap including our prioritized projects Market analysis
Competitor analysis
Customer feedback
Company data analytics team
Employee feedback
Executive feedback
SWOT summary of the key business insights IV. Implement, Track & Manage Progress Governance
Dashboards
Projects plans
Project implementation
Agile methodology
Design Thinking
Traditional methodology
Quarterly update of the strategic plan based on new data
Post projects evaluation and lessons learnt
Post strategic planning evaluation and lessons learnt<br>
25
Strategic Planning Project Plan High-level view 25 Done Behind schedule<br>
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Strategic Planning Project Plan Detailed view located in the Excel document “Strategic Planning Project Plan” 26<br>
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Strategic Planning Project Plan Detailed view located in the Excel document “Strategic Planning Project Plan” 27 Best Practices This Powerpoint version of the Strategic planning project plan is useful for an executive committee or a board meeting. But other than that, we highly recommend the use of the Excel version, which is a lot more practical.
Usually, our one source of truth is the Excel version. And prior to an important meeting with executives, we will extract the section of the plan we want to emphasize. We also like to keep in our back pocket the Excel version during the meeting, but we will only display it if required.<br>
Usually, our one source of truth is the Excel version. And prior to an important meeting with executives, we will extract the section of the plan we want to emphasize. We also like to keep in our back pocket the Excel version during the meeting, but we will only display it if required.<br>
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Interested in more than 1 Toolkit? Access all our Toolkits for half the price with our Gold Access 28 Gold Access Click here to learn more<br>
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Thanks for your attention! 29 www.domontconsulting.com<br>