Strategy4Business – Planning Package

Core Elements Standard Premium Premium +
a. Initial meeting – project proposal and scope
b. Project schedule – start-up information with deliverables agreed and outlined
c. Board / Owner presentation – the WHY of business strategic planning and process outline
d. Business Questionnaire – Set up and sign off
e. Staff forum – whole staff
f. Outcomes documents – from each of the forums listed above
g. Business Questionnaire Report – summary report of community questionnaire
h. CEO / General Manager Check-in #1 – short list of key projects
i. Presentation – summary of outcomes presented in major workshop
j. Two Full day’s workshop – Major workshop 6 -12 people in the strategic planning team across two full days
k. Draft V1 Business Strategic Plan – outcomes of the two days’ workshop formatted and summarised
l. CEO / General Manager Check-in #2 – refinement of core elements of the plan
m. Draft plan version V2 / V3 – if required
n. Final Plan Version – 4-year plan completed ready to roll-out
o. Plan presentation – PowerPoint presentation of plan for communication to all key stakeholders
p. Intensive interviews – one on one consultant / staff interviews with between 4 – 6 key internal business leaders (One or Two day)
q. Outcomes documents – from the intensive interviews
r. Half day workshop – Refinement workshop two – if required
s. Yearly review
t. Quarterly review
Packages can be tailored to each business’s individual needs

Fail to plan, plan to fail…

is a well-worn axiom but never so true in our dynamic and ever-changing business, social and economic worlds.

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