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A short presentation of a Simplified Strategic Planning process that is the FASTEST PLANNING SYSTEM in existance today. Contact www.b2bplanner.com for more details.
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Simplified Strategic Planning
The Fastest, Easiest Planning Process In Existence Today
Based on a system developed by The Center for Simplified Strategic Planning
Ann Arbor, Michigan
What Can Simplified Strategic PlanningDo For Your Organization?
• Align the actions of your people
• Focus your resources on top priorities
• Motivate the entire organization
Simplified Strategic Planning Process
• What are we going to sell?
• Who are we going to sell to?
• How will we beat the competition?
Strategic Planning Process
InternalProfitabilityCapabilities
Competencies
ExternalMarket Segments
CompetitionTechnologyRegulations
Needs & Preferences
Scope and FocusCompetitive Advantage
Portfolio AnalysisMarket AttractivenessCompetitive Position
High LevelExpand, Maintain,Contract, Milk, Exit
Threats & Opportunities
Situation AnalysisInternal/External SWOT
Competition
Future ExpectationsSegments, Customers, Competition
Strategic AnalysisSegment Assessment
Strategic Issues
DirectionStrategy Formulation
GoalsObjectives
ImplementationAction Plans
Budgets
DefinitionHow to?
Simplified Strategic Planning Process
• Situation Analysis – Segment Identification– Competitor Identification (and their approach to Market)– Identify Strategic Competencies – Opportunity Identification and Screening– SWOT
• Strategy Formulation– Threats– Strategic Assessments– Formulate Strategies– Mission, Goals, and Objectives development
• Implementation Planning – Action Plans– Annual Schedules and Budgets
What is Your Company DNA
• What activities energize employees• What product or service satisfies customers the most• What factors give “life” to your organization• What are you most proud of in your organization
This is the core of your company, and indicates the areas where you can excel and energize your entire organization. It is why a 7’ tall person is successful basketball instead of being a jockey.
This is the filter use in evaluating the strength of your plans.
Example Capabilities Assessment
Strengths
Importance in Industry
OurPerformance
Application know-how and ability to translate process needs into solutions 2 4
Flexibility and reactivity (business model, response to needs) 4 3
Image/reputation 5 5
Global structure and implementation 5 3
Innovation (product technology, cost reduction) 6 4
Example Competitive Analysis
Ability to Meet Customer Valued Attributes
US CompanyA
CompanyB
CompanyC
CompanyD
CompanyE
1. Product Performance 4 3 3 4 4 4
2. On time delivery 4 3 3 3 4 4
3. Bottom Line Cost 3 3 2 4 3 3
4. Technical Expertise 3 3 3 3 4 4
5. Price 3 3.5 3 2 3 3
6. Innovation of technology
2 3 3 3 4 4
7. Global Capability 4 3 3 4 4 4
8. Environmental Safety 4 3 3 4 3 3
Subtotal 3.5 3 3 3.5 3.5 3.5
Reputation/Brand 5 3 4 4 2.5 2.5
Relationships up the organization
3.5 3 3 2 3 3
Financial Strength 4 2 4 3 4 4
Service Capability 3 3 1 1 3 3
Full Portfolio 4 5 4 2 3 3
OEM Relationships 4 2 2 4.5 2 2
Overall total 4 3 3 3.5 3.5 3.5
Strategic Issues Driving Change
A key issue that impacts us and requires adaptation to reach our goals. Tension is created by needs versus constraints
ISSUE Arc of Tension Adaptation/Strategy
Example: Low market share Need to Grow ??Adaptation??
Constraint – Limit to resources available quality and quantity
Planning Process Schedule
1. 1 1/2 days to review process and make team assignments for situation analysis.
2. 1 day 2-4 weeks later to review situation analysis and discuss future expectations
3. 1 ½ day 2-4 weeks later to set direction and make team assignments for direction and goals
4. 1 day 2 weeks later to define action items and accountability
The Simplified Process takes a Total time elapsed of 1 ½ to 2 ½ months And meeting time of 5 days !
Contact B2BPlanner to learn How to “Tune Up” you business
937-609-4317Art Helmstetter PE