Business Consulting | Strategic Planning | Facilitation

1. SWOT AnalysisOrganizational strengthsOrganizational weaknessesOrganizational opportunitiesOrganizational threats

2. PESTLE AnalysisWhat will have an impact on your organization?

Political factorsEconomic factorsSocial factorsTechnological factorsLegal factorsEnvironmental factors

3. Core CompetenciesWhat is your organization good at?What are you better at than everybody else?What do you deliver to your customers?

6. ValuesWhat values are important to your organization?If the organization were a person, how would you describe them?What is "the way we do things around here"?What behaviour is not acceptable?

7. Strategic PrioritiesWhat are the key themes you want to focus on?Stick with no more than 3 or 4

4. MissionWhat does your organization exist to do?What makes you different from similar organizations?

5. VisionWhere do you see your organization in 1, 3 or 5 years?What does success look like?What's different, compared to now?

10. Stakeholder AssessmentList your stakeholdersWho has the most influence?Who has the most interest in what you're doing?What is important to them?Take action to engage your stakeholders in a meaningful way

11. Communication StrategyHow are you going to share your strategy with your people?What will you share with the public?What will you share with your stakeholders?

9. Risk RegisterWhat uncertainty exists in your organization?What are the impacts of those risks?What is the likelihood of these things happening?What can you do to mitigate those risks?

8. GoalsAre your goals SMART? (Specific, Measurable,Achievable, Relevant and Time-bound)Do your goals have owners?3-5 goals per strategic priority are recommended

13. Implementation Plan

Deliverable Responsibility Date Started Completed

Objectives Measures Targets Initiatives

Financial

Customer

Internal Process

Organizational Capacity

KPIs/Metrics

12. Balanced Scorecard

Strategic Planning Checklist

Reviewed Good Needs Attn.

SWOT Analysis

PESTLE Analysis

Core Competencies

Mission

Vision

Values

Strategic Priorities

Goals

Risk Register

Stakeholder Assessment

Communication Strategy

Balanced Scorecard

Implementation Plan

Business Consulting | Strategic Planning | Facilitation

Learn how a strategic planning consultant can helpyou develop organization-wide alignment with your

strategic plan.

We can facilitate your sessions, handle all the pre-work and help develop accountability. We can even

help you with implementation.

- is your team on the same page- are you aligned

- if not, here's what will happen- maybe link to the course

Contact us for a free consultation.