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Strategic Visioning and Planning for Senior Execu-ve Management Teams
“The essence of strategy is choosing what not to do” Michael Porter
The ECue Strategic Planning Process
4 Stages:
1. Where we are NOW
2. Where we want to
BE
3. How to get THERE
4. Aligning the TEAM
Our Strategic Visioning Process
Utlising our flagship Visual Planning System (VPS). It…
• focuses on strategic planning • uses large visual templates called
Graphic Guides®
• creates panoramic representations of an organization’s: —environment
—current situation —vision —action plans
Strategic Planning Tools U8lised
Situa@onal analysis
Environmental Scan:
PESTEL
Situa8onal Analyses:
S.W.O.T
Strategy Review:
Current plan update
Vision, Mission, Values:
Define, decide, agree
History Map:
Company milestones
Business Cri8cal:
Cri@cal success factors
Strategic Op8ons:
Evaluate & priori@se
Goals & Objec8ves:
Formulate strategy
Decision Making:
Role clarity
Strategy Evalua8on:
Risk management
Leadership Alignment:
Team performance
Implementa8on Plan:
Communica@on strategy
Strategic Planning Workshop
Develop a comprehensive business plan through an interac8ve,
visual workshop.
Sample Agenda (Stages 1-‐3) Focus Area Process Content
1. Where we are
Review of our Current Strengths and Challenges
• What do we do well and what could we do beRer? • Context, history & stakeholder mapping • Gap analysis of performance around the company
vision and the corporate vision and values • Prioritising business critical issues
2. Where we need
to be
Developing Vision
• What does our future look like? • How will we measure success? • Developing our long term Vision, Strategy and
Business Plan
3. How we will get
there
Strategy Formula@on
• What @meframe does the strategy apply to? • What things do we want to achieve? • How do we achieve it? • Commence planning for success
Sample Agenda (Stage 4) Focus Area Process Content
4. Aligning the
Team
Building Our Future Together
• Our corporate vision and values • Team Vision and Strategy • Discussion of the key points from the team iden@fied
on day 1 Developing as a Team
• Team development is an evolu@onary process • Iden@fying effec@ve features of how we func@on as a
team • Iden@fying limita@ons in how the team func@ons • Iden@fying at what stage we are at? • How will this team affect this process?
Our Current Strengths and Challenges
• Presenta@on of (5) things we do well and (5) key
issues/challenges • Discussion of presenta@ons and moo@ng of solu@ons in
the context of the broader goals Building Construc@ve Rela@onships
• Behavioural profiling • Understanding and working with different styles
(people) Develop Ac@on Plan
• Developing ac@on plans to take away from workshop • What responsibility do I have as a team member in this
process?
Peter Ferreira BA Behavioural Science (Psychology)
Grad Dip HRM Strategic Planning (Australian Graduate School of Management)
• Peter is a highly experienced and creden@aled, management consultant. With 20+ years prac@cal business experience he has worked with leadership teams in both private and public sectors to develop shared vision, business strategy, personal responsibility, goal orienta@on, and cultures of openness and trust.
• Peter’s approach is based on business psychology, u@lising contemporary strategic planning techniques, team effec@veness training, and crea@ng strategy analysis for business performance.
• A highly energe@c an engaging workshop leader and consultant, Peter shares learnings from his extensive adventures around the world and in the corporate sector.
Strategy Clients With a reputa@on for delivering results, Peter aRracts repeated demand from his clients. He has successfully
delivered strategy design and development workshops for:
Ausenco
(APAC/Africa)
Developed strategic plan, implementa@on plan, culture alignment
The New Zealand Refining Company
Reviewed, developed strategic plan
WATPAC
Facilitated graduate diploma unit in Strategic Management
BCA Consultants
Developed strategic and implementa@on plan
Strategy Clients (Con-nued..) • The Winson Group • Australian Ins@tute of Management (AIM) • Coca-‐Cola Ama@l • Royal Childrens’ Hospital Founda@on • OLAM • Ergon Energy • Chifley Business School • Serco Sodexo Defense Services • Sodexo • Organ and Tissue Dona@on Agency • Tarong Energy • KBR/Rio Tinto
For more informa8on……
Please call us: 0414.282.977 Or email us: [email protected] Peter Ferreira Director E-‐Cue Pty Ltd www.ecue.com.au