Immersive Strategic Planning Workshop Overview

• Workshop Preparation
  Several weeks prior to the scheduled workshop, a data acquisition questionnaire is disseminated to the team to collect pertinent historical and market information in preparation for the process. This is supported by independent market research conducted by Performance Transformation to accentuate the planning process and challenge long-held assumptions.
• Self Awareness & The Self-Assessment
  The workshop begins with reflective exercises aimed at elevating the mindfulness of the planning team. By allowing for a shift in the current frame of reference, a fresh perspective can be cultivated at the outset of the process. This encourages open and honest discourse as to the state of the business in terms of its strengths, weaknesses, and core competencies.
• Intuition & Validation ~ Creative Insights in Market Assessments
  To quote Albert Einstein, “There is no logical way to the discovery of these elemental laws. There is only the way of intuition, which is helped by a feeling for the order lying behind the appearance.”  By elevating and leveraging your team’s intuition, breakthrough opportunities will begin to reveal themselves in the marketplace. This process is then validated through diligent market research and discussion to support the intuitive assumptions leading to new levels of value creation heretofore unseen by the organization. This approach often enables companies to quickly outmaneuver or even leapfrog the competition.
• Organizational Intention ~ Creating Inspirational Vision & Mission Statements
  Creating and articulating a powerful vision and purpose inspires associates to engage their entire spectrum of creative talents. This phase of the process focuses on appealing to the heart, mind, and spirit of your workforce through the expression of positive, motivating business intentions that optimize value with your customers.
• Prioritization & Execution ~ Establishing Goals, Objectives, Strategies & Tactics
  The establishment of the “GOST” enables organizations to drill down from their Vision to measurable operational and financial Objectives through the creation of innovative Strategies and executable day-to-day Tactics. Priorities are determined through the use of the proprietary Dynamic Parallel Targeting® decision matrix, measuring competing opportunities in terms of risk, resources, and return. The result is a living document for managing and calibrating the business in the coming year and a useful, baseline strategy for years to come.
• Cultural Alignment ~ Cultivating Empathy & Trust to Fully Engage Human Capital
  The successful execution of strategy is highly dependent on the buy-in of associates. Using Professional Development Plans, this phase of the workshop focuses on creating and sustaining a positive business culture that engages associates both intellectually and emotionally. This ensures each touch-point your company has with your customers reflects the intention and value proposition of the organization. An aligned culture also helps mitigate the excessive expense of employee turnover and the corrosive effects of low morale.
• Execution & Metrics ~ Igniting Performance & Momentum
  The capstone of the workshop addresses the creation of measurement tools that enable management by exception, proper delegation of Tactics, and the use of informational dashboards to monitor the implementation and performance of your strategies.