Phase I - Strategic Planning Project Setup CEO:

Transcript:Phase I - Strategic Planning Project Setup CEO::
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 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. 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 Table of contents 4 I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan