Strategic Planning

Management Systems has developed a comprehensive approach to strategic planning that deals not only with competitive strategy, but also with the organizational capabilities and infrastructure needed to implement the plan. This "strategic organizational development plan" serves as a "roadmap" or guide to achieving your organization's goals.

We develop and facilitate the strategic planning process in partnership with you. We serve as catalyst, facilitator and coach so you can develop your own strategic plan.

Please click here to download the Strategic Planning Workbook.

Basic steps in the Management Systems' strategic planning process:

Steps 1 and 2: Environmental Scan and Organizational Assessment
We work with the organization to identify the key strategic issues (i.e., the "strategic agenda") that need to be addressed in the plan. Methods for doing this include a planning survey, interviews with key players in the organization, and/or an Organizational Assessment.

Step 3: Business Foundation/Strategic Issues
We facilitate a retreat to help your management team develop the company's strategy, including:

Business Definition/Concept: A broad statement of what business you are in.
Strategic Mission Statement: A broad statement of what you want to become in three to five years.

Core Strategy: The overall concept of how you will compete in your chosen market(s).

Goals: Measurable things that you want to achieve in a specific time period.

Step 4: Strategic Business Plan

Based on the decisions made at your strategic planning retreat, Management Systems prepares a draft strategic plan. We also typically prepare notes from the retreat to capture key outcomes from the discussions that have taken place.

Step 5: Budgeting

We encourage organizations to apply a reality test to the plan by reviewing the key goals in the strategic plan against the financial resources available to support implementation.

Step 6: Quarterly Management Review

Following the retreat, we assist your team with plan implementation and continued planning through facilitation of quarterly review meetings. These sessions help ensure that the plan impacts behavior and that goals are accomplished.

What is the Corporate Scoreboard??

The Corporate Scoreboard is a proprietary tool designed to measure a company's success in implementing its strategic plan. The Scoreboard complements the Management Systems' strategic planning process by helping firms monitor progress towards meeting long-term strategic objectives.

The process of using the Corporate Scoreboard begins with the development of a strategic plan that includes key result areas, objectives, and goals. Then, using a 5-point scoring system, each goal is given a score representing the extent to which the goal has been completed by the due date in the strategic plan.

After scoring goals, Scoreboard reports are run, allowing managers to regularly analyze the extent to which the long-term strategic plan is being implemented.

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