The document describes a Strategy in a Day workshop and One Page Strategic Plan tool. The workshop is a facilitated one-day session that develops short, medium, and long-term strategic initiatives for an organization. The output is a One Page Strategic Plan that guarantees alignment, engagement, and commitment around strategic priorities. The plan breaks down strategies across five levels from corporate goals to individual team operational plans. The process aims to provide clarity, focus, alignment, motivation, and ownership to achieve business objectives.

1. A
Strategy
in
a
Day
&
The
One
Page
Strategic
Plan
Because
the
execu+on
of
an
idea
is
always
more
important
than
the
brilliance
of
the
thought
jc@jcduarte.com
www.linkedin.com/in/jcduarte
www.thestrategyguysite.com

2. What
is
it?
A
Strategy
in
a
Day
is
a
facilitated
one
day
workshop
that
develops
and
aligns
your
organizaEon
around
the
right
short,
medium
&
long
term
strategic
iniEaEves
that
will
drive
the
performance
&
results
required
for
your
success.
The
output
of
your
one
day
strategic
workshop
is
then
translated
into
a
One
Page
Strategic
Plan
that
guarantees
alignment,
engagement
&
commitment
to
the
roadmap
require
to
achieve
success.
It
also
serves
a
highly
effecEve
communicaEon
tool
for
your
enEre
organizaEon,
literally
guaranteeing
that
everyone
on
the
same
page.

3. What
is
it?
Along
with
the
supporEng
agile
business
methodology,
teams
that
have
gone
through
this
process
declare
coming
away
with..
• a
greater
sense
of
Clarity
• Focus
• Alignment
• MoEvaEon
• Agility
• and
ownership
for
the
ac7vi7es
required
to
achieve
success

4. How
does
it
work?
Many
organizaEons
have
very
comprehensive
and
complex
strategies,
yet
oOen
leave
a
gap
required
for
successful
opera7onal
implementa7on.
The
one
day
workshop
fills
this
gap
by
facilitaEng
a
strategic
dialog
based
on
quanEtaEve
acEons
that
deliver
qualitaEve
performance
&
results.
We
start
with
the
macro
core
ideology,
gradually
narrowing
our
focus
toward
idenEfying
the
Top
5
breakthrough
prioriEes
that
will
most
posiEvely
impact
your
business
performance
&
results.
The
One
Page
Strategic
Plan
process
ensures
teams
more
easily
relate
which
acEviEes
they
have
to
engage,
prioriEze,
&
successfully
execute.

5. How
does
it
work?
During
this
process..
• Key
objecEve
indicators
are
established
• Accountability
and
ownership
for
results
are
idenEfied
• A
short,
medium
&
long-­‐term
roadmap
for
success
is
designed
• The
enEre
organizaEon
is
engaged

6. The process at 10,000 feet
The Strategy Creation Cycle The Results Creation Cycle
TacEcal
/
Company
OperaEonal
Results
Workshop;
Plan;
@
two
Behavioral
Impacted
Strategic
Plan,
weeks
aOer
Change
@
90
Days
TOP
5
PrioriEes
the
Workshop
Discovery
&
Ownership
/
@
60
Days
Learning
Process
Accountability
Applied
@
30
Days
The Agile and Continual Improvement Cycle
Ÿ Results pulse-check @ “period”-to-date vs. required
Ÿ Measure velocity, relevance & agility of results

7. Why
it
works
Maslow’s
Hierarchy
of
Needs
Convergence
Theory
• The
“what’s
in
it
for
me”
factor
• InspiraEon
Top
/
Down
• Alignment
&
ExecuEon
Bo`om
/
Up
The
Right
The
Right
Result
AcEon
The
Right
The
Right
People
Timing

8. The One Page Strategic Plan
< Distributed Breakdown >
Compass
&
Corporate
Top
5
PrioriEes
Contributor
#1
Business
Business
Top
5
Units
Units
Contributor
#2
Areas
/
Areas
/
Areas
/
Top
5
Workgroups
Workgroups
Workgroups

9. The One Page Strategic Plan
< Distributed Breakdown >
StarEng
with
a
blank
page,
the
following
set
of
illustraEons
reflect
the
5
strategic
&
operaEonal
levels
of
the
One
Page
Strategic
Plan.
• Levels
0
to
2
– Strategic
&
common
to
the
enEre
company
or
Business
Unit
• Level
3
– The
Strategic
Contributor;
the
Team
or
Individual
who
contributes
to
your
short-­‐term
prioriEes
• Level
4
– A
contribuEng
Area
or
Workgroup’s
OperaEonal
Plan
• Level
5
(not
represented,
but
available
upon
request)
– The
Area
or
Workgroup’s
TacEcal
Plan
&
ExecuEon
Timeline

10. A blank One Page Strategic Plan
Your
Logo

11. One Page Strategic Plan @Level 0
Your
Logo
Core
Ideology
as
Compass
Core
Ideology
as
Compass

12. One Page Strategic Plan @Level 1
Your
Logo
Workshop
Top
5
as
North
Star
Workshop
Top
5
as
North
Star

13. One Page Strategic Plan @Level 2
Your
Logo
Top
5
Breakthrough
PrioriEes
Top
5
Breakthrough
PrioriEes

14. One Page Strategic Plan @Level 3
Your
Logo
ContribuEng
Top
5
ContribuEng
Top
5

15. One Page Strategic Plan @Level 4
Your
Logo
ContribuEng
Top
5
OperaEonal

16. How
it
all
comes
together
One Page Strategic Plan
Your
Logo
How
it
all
comes
together

17. How
it
aligns
with
other
tools?
More
important
than
the
One
Page
Strategic
Plan,
as
a
tool
itself,
is
the
successfully
proven
strategic
&
opera7onal
execu7on
processes,
frameworks
and
methodologies
behind
it.
Where
as
Balanced
Scorecards
are
tools
for
accompanying
objecEves
&
key
results,
it’s
the
output
of
the
one-­‐day
strategy
session
that
gives
you
the
focus,
alignment
&
moEvaEon
around
the
key
acEviEes
that
deliver
success.
Whatever
system
you
currently
use
for
performance
measurement
&
management,
the
flexibility
in
the
design
of
the
One
Page
Strategic
Plan
process
guarantees
ease
of
adaptability
to
enhance
exisEng
systems.

18. How
do
you
benefit?
• ONE
TEAM;
commi`ed,
engaged,
agile,
moEvated
&
focused
on
the
right
acEviEes
by
the
right
people
at
the
right
Eme
that
will
provide
the
right
results
that
will
most
impact
your
business.
• A
Compass;
a
single
page
that
will
be
used
to
filter
the
key
decision
criteria
your
organizaEon
faces
when
making
the
right
choices
that
will
bring
you
the
right
results
most
needed
under
the
current
circumstances.
• A
North
Star;
the
right
combinaEon
of
short,
middle
&
long-­‐term
prioriEes
that
deliver
the
results
your
organizaEon
requires
to
achieve
success.
• A
Roadmap;
in
the
form
of
a
strategic
plan
that
drives
your
most
relevant
strategic
thinking
operaEonal
planning
and
tacEcal
acEviEes,
made
up
of
smarter
objecEves,
key
results,
accountability
and
highly
relevant
next
steps
to
address
an
ever
changing
business
environment
surrounding
you.
• Everyone
on
the
Same
Page;
in
how
their
individual
and
group
efforts
and
acEviEes
contribute
to
the
organizaEons
success.

19. Your
experience
facilitator
(The
Strategy
Guy)
• I’m
driven
by
my
purpose
to
influence
(move
to
acEon)
and
enrich
the
lives
I
touch,
helping
people
and
organizaEons
grow
5x
faster
to
realize
their
full
potenEal
• 28
years
of
proven
results
across
5
conEnents
&
three
languages
– 16
years
as
COO
(Chief
OperaEons
Officer),
CTO
(Chief
Technology
Officer)
&
Customer
Services
Director
@
Fortune
500
– 12
years
as
Interim
ExecuEve
Manager
&
Business
Coach
@
Private
PracEce
– Since
2005
I’ve
pracEced
the
Strategy
in
a
Day
&
One
Page
Strategic
Plan
across
5
conEnents
and
at
every
stage
organizaEon;
from
non-­‐profits
to
entrepreneurial
start-­‐ups,
to
mid-­‐sized
fast
growth
companies,
to
Fortune
500
corporaEons
• Email
@
jc@jcduarte.com
• Blog
@
www.thestrategyguysite.com
• LinkedIn
Profile
@
www.linkedin.com/in/jcduarte

20. A
Strategy
in
a
Day
&
The
One
Page
Strategic
Plan
Because
the
execu+on
of
an
idea
is
always
more
important
than
the
brilliance
of
the
thought
jc@jcduarte.com
www.linkedin.com/in/jcduarte
www.thestrategyguysite.com