Simplified Strategic Planning

The Fastest, Easiest Planning Process In Existence Today

Based on a system developed by The Center for Simplified Strategic Planning

Ann Arbor, Michigan

What Can Simplified Strategic PlanningDo For Your Organization?

• Align the actions of your people

• Focus your resources on top priorities

• Motivate the entire organization

Simplified Strategic Planning Process

• What are we going to sell?

• Who are we going to sell to?

• How will we beat the competition?

Strategic Planning Process

InternalProfitabilityCapabilities

Competencies

ExternalMarket Segments

CompetitionTechnologyRegulations

Needs & Preferences

Scope and FocusCompetitive Advantage

Portfolio AnalysisMarket AttractivenessCompetitive Position

High LevelExpand, Maintain,Contract, Milk, Exit

Threats & Opportunities

Situation AnalysisInternal/External SWOT

Competition

Future ExpectationsSegments, Customers, Competition

Strategic AnalysisSegment Assessment

Strategic Issues

DirectionStrategy Formulation

GoalsObjectives

ImplementationAction Plans

Budgets

DefinitionHow to?

Simplified Strategic Planning Process

• Situation Analysis – Segment Identification– Competitor Identification (and their approach to Market)– Identify Strategic Competencies – Opportunity Identification and Screening– SWOT

• Strategy Formulation– Threats– Strategic Assessments– Formulate Strategies– Mission, Goals, and Objectives development

• Implementation Planning – Action Plans– Annual Schedules and Budgets

What is Your Company DNA

• What activities energize employees• What product or service satisfies customers the most• What factors give “life” to your organization• What are you most proud of in your organization

This is the core of your company, and indicates the areas where you can excel and energize your entire organization. It is why a 7’ tall person is successful basketball instead of being a jockey.

This is the filter use in evaluating the strength of your plans.

Example Capabilities Assessment

Strengths

Importance in Industry

OurPerformance

Application know-how and ability to translate process needs into solutions 2 4

Flexibility and reactivity (business model, response to needs) 4 3

Image/reputation 5 5

Global structure and implementation 5 3

Innovation (product technology, cost reduction) 6 4

Example Competitive Analysis

Ability to Meet Customer Valued Attributes

US CompanyA

CompanyB

CompanyC

CompanyD

CompanyE

1. Product Performance 4 3 3 4 4 4

2. On time delivery 4 3 3 3 4 4

3. Bottom Line Cost 3 3 2 4 3 3

4. Technical Expertise 3 3 3 3 4 4

5. Price 3 3.5 3 2 3 3

6. Innovation of technology

2 3 3 3 4 4

7. Global Capability 4 3 3 4 4 4

8. Environmental Safety 4 3 3 4 3 3

Subtotal 3.5 3 3 3.5 3.5 3.5

Reputation/Brand 5 3 4 4 2.5 2.5

Relationships up the organization

3.5 3 3 2 3 3

Financial Strength 4 2 4 3 4 4

Service Capability 3 3 1 1 3 3

Full Portfolio 4 5 4 2 3 3

OEM Relationships 4 2 2 4.5 2 2

Overall total 4 3 3 3.5 3.5 3.5

Strategic Issues Driving Change

A key issue that impacts us and requires adaptation to reach our goals. Tension is created by needs versus constraints

ISSUE Arc of Tension Adaptation/Strategy

Example: Low market share Need to Grow ??Adaptation??

Constraint – Limit to resources available quality and quantity

Planning Process Schedule

1. 1 1/2 days to review process and make team assignments for situation analysis.

2. 1 day 2-4 weeks later to review situation analysis and discuss future expectations

3. 1 ½ day 2-4 weeks later to set direction and make team assignments for direction and goals

4. 1 day 2 weeks later to define action items and accountability

The Simplified Process takes a Total time elapsed of 1 ½ to 2 ½ months And meeting time of 5 days !

Contact B2BPlanner to learn How to “Tune Up” you business

www.b2bplanner.comarthelmstetter@b2bplanner.com

937-609-4317Art Helmstetter PE