Strategic Plan Template

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Strategic Plan Template and training created in re-usable Powerpoint by former Deloitte and Mckinsey Management Consultants.
To download the editable version of this document, go to www.slidebooks.com

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Strategic Plan Template

  1. 1. Strategic Plan Training & Template By Former Deloitte & McKinsey Consultants
  2. 2. 2 Insert Your Company Name by clicking on “View” -> “Slide master” 2 Table of content Strategic Planning Training Example of Strategic Planning Project including Key 7 Steps 1 3 “Fill in the Blanks” Strategic Plan Template2 Discounted bundle4
  3. 3. 3 Insert Your Company Name by clicking on “View” -> “Slide master” 3 Table of content Strategic Planning Training Example of Strategic Planning Project including Key 7 Steps 1 3 “Fill in the Blanks” Strategic Plan Template2 Discounted bundle4
  4. 4. 4 Insert Your Company Name by clicking on “View” -> “Slide master” 4 What’s the formula for success in business? Breakthrough results Quality Strategy Formulation Quality Strategy Execution X =
  5. 5. 5 Insert Your Company Name by clicking on “View” -> “Slide master” 5 Quality Strategy Formulation and Quality Strategy Execution can be achieved by creating a robust Strategic Plan including: Strategy Map Mission, Vision and Balanced Scorecard Roadmap SWOT
  6. 6. Strategic Plan Company Name: CEO: Chief Strategy Officer: Date: Version: Contact Email: Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your logo
  7. 7. 7 Insert Your Company Name by clicking on “View” -> “Slide master” 7 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  8. 8. 8 Insert Your Company Name by clicking on “View” -> “Slide master” 8 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  9. 9. 9 Insert Your Company Name by clicking on “View” -> “Slide master” 9 Executive summary Mission statement, Vision statement and Strategic goals Insert strategic goal #1 (e.g. Add and retain high value customers) Insert strategic goal #2 Insert strategic goal #3 Company’s Mission statement Company’s Vision statement Why What How
  10. 10. 10 Insert Your Company Name by clicking on “View” -> “Slide master” 10 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  11. 11. 11 Insert Your Company Name by clicking on “View” -> “Slide master” 11 Executive summary Mission statement, Vision statement and Strategic goals Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Vision Statement Strategic Goal #1 Insert your own text Mission Statement Insert your own text Insert your own text Insert your own text Insert your own text Strategic Goal #2 Strategic Goal #3 Strategic Goal #4 Key Initiatives Key Initiatives Key Initiatives Key Initiatives
  12. 12. 12 Insert Your Company Name by clicking on “View” -> “Slide master” 12 Financial Perspective Customer Perspective Internal Perspective Learning & Development Perspective Insert text Insert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Executive summary Strategy Map
  13. 13. 13 Insert Your Company Name by clicking on “View” -> “Slide master” 13 Levelof Priority FY16 – FY17 FY19+ Insert description  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives FY17 – FY19 Phase 1 Phase 2 Phase 3 Insert description Insert description  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives Executive summary 5 year Roadmap
  14. 14. 14 Insert Your Company Name by clicking on “View” -> “Slide master” 14 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  15. 15. 15 Insert Your Company Name by clicking on “View” -> “Slide master” 15 Market analysis Target market - Template • Describe in this text block your target market(s), that is to say the group of customers that you want to market your products to. • To identify your target market(s), you can use customer segmentations such as: o Geographic segmentation o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in the family life cycle) o Attitudes o Psychological profiles • If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target markets Target Market description
  16. 16. 16 Insert Your Company Name by clicking on “View” -> “Slide master” 16 Market analysis Target market size - Template • Estimate the Total Available Market (TAM) size • TAM refers to the global revenue opportunity available for a product or service • Some sources of information such as government data, trade associations, financial data from major players and customer surveys should help you to provide a rough estimation Total Available Market (TAM) Total Available Market (TAM) Serviceable Available Market (SAM) • Estimate the Serviceable Available Market (SAM) size • SAM refers to the percentage of the Total Available Market (TAM) that you can actually serve Serviceable Available Market (SAM) • Estimate your Target Market size based on your estimation of the TAM and SAM size • Target market refers to the group of customers that you want to market your products to Your Target MarketTarget Market Market Share • Estimate your market share (in percentage and dollars) based on your unique selling proposition and marketing plan • Your market share refers to a percentage of your target market Your Market Share
  17. 17. 17 Insert Your Company Name by clicking on “View” -> “Slide master” 17 Market analysis Target market growth - Template • Estimate the Total Available Market (TAM) revenue growth Total Available Market (TAM) Total Available Market (TAM) Serviceable Available Market (SAM) • Estimate the Serviceable Available Market (SAM) revenue growth Serviceable Available Market (SAM) • Estimate your Target Market revenue growth Your Target MarketTarget Market Market Share • Estimate your market share growth Your Market Share • A simple way of forecasting the market growth is to extrapolate historical data into the future • A more accurate way is to study growth drivers such as demographic information and sales growth in complementary products - 10% every year between 2014 and 2020 + 1% every year between 2014 and 2020 + 10% every year between 2014 and 2020 + 2% every year between 2014 and 2020
  18. 18. 18 Insert Your Company Name by clicking on “View” -> “Slide master” 18 Market analysis Market profitability - Guiding principles The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market or industry by analyzing the forces acting upon it: Rivalry • British Airways • British Midland • Dan Air Bargaining power of Suppliers • Fuel companies • Aircraft companies • Labor • Catering suppliers Bargaining power of Buyers • Business travellers • Pleasure travellers Threat of new entrants • Foreign airlines • National airlines • New companies Threat of Substitute products • Bus, Rail, Car • Video conferencing Example of the Porter’s five forces tool applied in the airline industry
  19. 19. 19 Insert Your Company Name by clicking on “View” -> “Slide master” 19 Market analysis Market profitability - Template (1/2) The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces acting upon it: Rivalry • Insert a brief description Bargaining power of Suppliers • Insert a brief description Bargaining power of Buyers • Insert a brief description Threat of new entrants • Insert a brief description Threat of Substitute products • Insert a brief description
  20. 20. 20 Insert Your Company Name by clicking on “View” -> “Slide master” 20 Market analysis Market profitability - Template (2/2) • Insert a more comprehensive description Bargaining power of Suppliers • Insert a more comprehensive description Bargaining power of Buyers • Insert a more comprehensive description Rivalry among firms • Insert a more comprehensive description Threat of Substitute products • Insert a more comprehensive description Threat of new entrants
  21. 21. 21 Insert Your Company Name by clicking on “View” -> “Slide master” 21 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  22. 22. 22 Insert Your Company Name by clicking on “View” -> “Slide master” 22 Market analysis Market trends - Guiding principles
  23. 23. 23 Insert Your Company Name by clicking on “View” -> “Slide master” 23 Market analysis Market trends - Template • Insert the description of the trend #1 Insert the title of the trend #1 • Insert the description of the trend #2 Insert the title of the trend #2 • Insert the description of the trend #3 Insert the title of the trend #3
  24. 24. 24 Insert Your Company Name by clicking on “View” -> “Slide master” 24 Market analysis Key success factors (KSF) - Guiding principles
  25. 25. 25 Insert Your Company Name by clicking on “View” -> “Slide master” 25 Market analysis Key success factors (KSF) - Template • Insert the description of the KSF #1Insert the title of the KSF #1 • Insert the description of the KSF #2Insert the title of the KSF #2 • Insert the description of the KSF #3Insert the title of the KSF #3
  26. 26. 26 Insert Your Company Name by clicking on “View” -> “Slide master” 26 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  27. 27. 27 Insert Your Company Name by clicking on “View” -> “Slide master” 27 Competitor analysis Competitor identification - Template • Competitor A • Competitor B • Competitor C • Competitor D 1.Key National Competitors • Competitor E • Competitor F • Competitor G • Competitor H 2.Key International Competitors • Competitor L • Competitor M • Competitor N • Competitor O 4.New Entrants • Competitor I • Competitor J • Competitor K 3.Substitutes
  28. 28. 28 Insert Your Company Name by clicking on “View” -> “Slide master” 28 Competitor analysis Competitor comparison - Template (1/2) Criteria Revenue Profit Market share Main activity Number of employee Product quality Insert your own text Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Compare your competitors with relevant criteria
  29. 29. 29 Insert Your Company Name by clicking on “View” -> “Slide master” 29 Competitor analysis Competitor comparison - Template (2/2) 0 0.5 1 1.5 2 2.5 3 3.5 4 Competitor A Competitor B Competitor C Competitor D Competitor E Revenue Profit Competitor Revenue and Profit Insert your key message You can edit the data chart with the following process: >Double click on the graph > click Design > Click on “Edit Data” >Update the table with your own data
  30. 30. 30 Insert Your Company Name by clicking on “View” -> “Slide master” 30 Competitor analysis Competitor positioning - Template 20 15 10 5 0 -5 A B C Gaining market share Losing market share Average market growth 0 10 20 30 40 50 CompanyGrowth(%) Market Share (%) = $ xx million in sales Insert your key message 60 Position your competitors with a 2 by 2 or 3 by 3 matrix using relevant criteria D
  31. 31. 31 Insert Your Company Name by clicking on “View” -> “Slide master” 31 Competitor analysis Competitor ranking - Template Rank your top 3 competitors and insert their logo in the slide
  32. 32. 32 Insert Your Company Name by clicking on “View” -> “Slide master” 32 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  33. 33. 33 Insert Your Company Name by clicking on “View” -> “Slide master” 33 Competitor analysis Key findings - Template • Insert the description of the key finding #1 Insert the title of the key finding #1 • Insert the description of the key finding #2 Insert the title of the key finding #2 • Insert the description of the key finding #3 Insert the title of the key finding #3
  34. 34. 34 Insert Your Company Name by clicking on “View” -> “Slide master” 34 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  35. 35. 35 Insert Your Company Name by clicking on “View” -> “Slide master” 35 s w T O Elements in the environment that could cause trouble for the business or project Elements that the project or the organization could exploit to its advantage Characteristics that place the team or the business at a disadvantage relative to others Characteristics of the business or project that give it an advantage over others SWOTS T O W SWOT tool Description 1/2
  36. 36. 36 Insert Your Company Name by clicking on “View” -> “Slide master” 36 s w T O • Questions: What is the competition doing? Are there key obstacles for this organization? Are there financial considerations? • Examples: Shift in customer preferences, substitute products, regulation • Question: What is changing in the market, with technology, or with customers? • Example: Unmet customer need, nascent disruptive technology, loose regulations, lowering of trade barriers • Question: What are the key weaknesses of the company/industry? • Example: Weak brand, bad reputation, high cost structure, strong competition, weak distribution • Questions: What are the key advantages of the company/industry? What do customers see as strengths? What are the unique resources? • Example; Patents, brand, reputation, cost advantages, favorable distribution, strong customer base SWOTS T O W SWOT tool Description 2/2
  37. 37. 37 Insert Your Company Name by clicking on “View” -> “Slide master” 37 s w T O • Insert your own text • Insert your own text • Insert your own text• Insert your own text SWOTS T O W SWOT Analysis
  38. 38. 38 Insert Your Company Name by clicking on “View” -> “Slide master” 38 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  39. 39. 39 Insert Your Company Name by clicking on “View” -> “Slide master” 39 Define during a workshop with the top management the company’s mission statement Company’s mission statement Should be one easy to understand sentence and if required a more details description below it It should provide focus, direction and help guide decision making and actions It describe the overarching intent of the organization It is the company’s reason for existence or purpose
  40. 40. 40 Insert Your Company Name by clicking on “View” -> “Slide master” 40 Define during a workshop with the top management the company’s vision statement Company’s vision statement Should be one easy to understand sentence and if required a more details description below it It should provide focus, direction and help guide decision making and actions It describe the overarching aim of the organization as it progresses into the future It describes the organisation desired or intended state at some point in the near or distant future
  41. 41. 41 Insert Your Company Name by clicking on “View” -> “Slide master” 41 Mission Statement Insert your Company’s mission statement If required, describe more in details the meaning of your mission statement
  42. 42. 42 Insert Your Company Name by clicking on “View” -> “Slide master” 42 Vision Statement Insert your Company’s vision statement If required, describe more in details the meaning of your vision statement
  43. 43. 43 Insert Your Company Name by clicking on “View” -> “Slide master” 43 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 6. Key strategic goals 7. Strategy Map 8. Balanced scorecard 9. Roadmap 10.Exhibit
  44. 44. 44 Insert Your Company Name by clicking on “View” -> “Slide master” 44 Define the key strategic goals Insert strategic priority #1 (e.g. Add and retain high value customers) Insert strategic priority #2 Insert strategic priority #3 Should allow the organisation to achieve your mission and reach your vision
  45. 45. 45 Insert Your Company Name by clicking on “View” -> “Slide master” 45 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 8. Key strategic goals 9. Strategy Map 10.Balanced scorecard 11.Roadmap 12.Exhibit
  46. 46. 46 Insert Your Company Name by clicking on “View” -> “Slide master” 46 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  47. 47. 47 Insert Your Company Name by clicking on “View” -> “Slide master” 47 To ensure proper execution, Norton and Kaplan invented the 2 concepts of ‘Strategy Map’ and ‘Balance Scorecard’ Strategy Map Balanced Scorecard
  48. 48. 48 Insert Your Company Name by clicking on “View” -> “Slide master” 48 What is a ‘Strategy Map’? “A Strategy Map is a diagram that is used to document the primary strategic goals being pursued by an organization or management team”
  49. 49. 49 Insert Your Company Name by clicking on “View” -> “Slide master” 49 A Strategy map usually includes the following 4 perspectives: Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective Return on Investment Reputation + + “Build the Brand” “Make the Sale” “Deliver the Product” “Service Exceptionally” Productivity Strategy Human Capital Information Capital organisation Capital ImageRelationship Product Service Revenue Strategy The economic model of key levers driving financial performance The identification of targeted customer segments and their value proposition . The process-focused view of the business using the value chain The intangible assets necessary to drive performance 1 2 3 4
  50. 50. 50 Insert Your Company Name by clicking on “View” -> “Slide master” 50 The Strategy Map is used to describe how value is created and should be aligned with the identified key priorities Financial Perspective Customer Perspective Internal Perspective Long-Term Shareholder Value Productivity StrategyGrowth Strategy Improve Cost Structure Improve Asset Utilization Learning & Development Perspective Human Capital Information Capital Organization & Culture Capital Culture Leadership TeamworkAlignment Customer Value Proposition – key segment Price Quality Availability Selection Functionality Service Partnership Brand Product / Service Attributes Relationship Image Selection Acquisition Retention Growth Customer Management Processes Opportunity ID R&D Pipeline Design/Develop Partnerships/JV Ramp-Up Innovation Processes Environment Safety & Health Employer Community Regulatory & Social Processes Increase Customer Value New Revenue Sources Supply Production Distribution Service Risk Management Operations Management Processes
  51. 51. 51 Insert Your Company Name by clicking on “View” -> “Slide master” 51 You’ll find below and in the next slides some Strategy map templates that you can reused Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective + +
  52. 52. 52 Insert Your Company Name by clicking on “View” -> “Slide master” 52 Quality Manager Call Center Reps Certified Financial Planner Tele- marketer Consumer Marketing Joint Venture Manager Incident Tracking System Interactive Voice Portfolio Planning System CRM/Lead Management System Customer Profitability System Project Management System Learning & Growth Perspective Culture Leadership Alignment Teamwork Human Capital Information Capital Organization Capital• Customer focused • Core values • Competency model alignment • Strategic awareness • Personal goals • Best practice sharing Increase Net Income Increase Number of Customers Reduce Cost per Customer Productivity Growth Financial Perspective Internal Perspective Increase Revenue per Customer Customer Perspective Exit Unprofitable Accounts Broaden Relationships With HVCs Minimize Problems Develop New Products Provide Rapid Response Acquire & Grow HVCs Operations Management Customer Management Product/Service Attributes Price Quality Integrated Offering Relationship One Stop Financial Advisor Trusted Brand Image Innovation Decrease cost per customer Increase the number of high value customers Increase revenue/ customer Value Creating Process Diverse Workforce Responsible Citizen Community Recruiters Employee Data Base Strategy Map Template
  53. 53. 53 Insert Your Company Name by clicking on “View” -> “Slide master” 53 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  54. 54. 54 Insert Your Company Name by clicking on “View” -> “Slide master” 54 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  55. 55. 55 Insert Your Company Name by clicking on “View” -> “Slide master” 55 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  56. 56. 56 Insert Your Company Name by clicking on “View” -> “Slide master” 56 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  57. 57. 57 Insert Your Company Name by clicking on “View” -> “Slide master” 57 Strategy Map Template Mission & Vision • Replace by your own text • Replace by your own text • Replace by your own text  Competitive awareness  Shared goals  Vision & Mission  Deliverables • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text
  58. 58. 58 Insert Your Company Name by clicking on “View” -> “Slide master” 58 Insert Company’s Mission statement Insert Company’s Vision statement Financial Perspective Customer Perspective Internal Perspective Learning & Development Perspective Insert text Insert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Strategy Map Template
  59. 59. 59 Insert Your Company Name by clicking on “View” -> “Slide master” 59 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 8. Key strategic goals 9. Strategy Map 10.Balanced scorecard 11.Roadmap 12.Exhibit
  60. 60. 60 Insert Your Company Name by clicking on “View” -> “Slide master” 60 What is a ‘Balanced Scorecard’? At the highest conceptual level, the Balanced Scorecard is a framework that helps organisations translate a strategy into operational objectives that drive both behavior and performance. It includes the same 4 business perspectives as the Strategy Map: Finance Customer Learning and Growth Internal
  61. 61. 61 Insert Your Company Name by clicking on “View” -> “Slide master” 61 A Balanced Scorecard includes strategic objectives, measures and targets Perspective Financial Perspective F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Strategic Measures • Net income (vs. last year) • Revenue per customer • Cost per customer Targets +$100M $300 $75 Statement of what strategy must achieve and what’s critical to its success The level of performance or rate of improvement needed How success in achieving the strategy will be measured and tracked
  62. 62. 62 Insert Your Company Name by clicking on “View” -> “Slide master” 62 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  63. 63. 63 Insert Your Company Name by clicking on “View” -> “Slide master” 63 Balanced Scorecard Template Financial Financial Perspective Objectives Measures Targets Initiatives “To satisfy our shareholders, what financial objectives must we accomplish?” Profitability Growth Shareholder Value Customer Customer Perspective Objectives Measures Targets Initiatives “To achieve our financial objectives, what customer needs must we serve?” Image Service Price/Cost Internal Internal Perspective Objectives Measures Targets Initiatives “To satisfy our customers, and shareholders, in which internal business processes must we excel?” Cycle Time Quality Productivity Learning & Growth Learning & Growth Perspective Objectives Measures Targets Initiatives "To achieve our goals, how must our organisation learn and innovate?” Market Innovation Continuous Learning Intellectual Assets The Strategy
  64. 64. 64 Insert Your Company Name by clicking on “View” -> “Slide master” 64 Balanced Scorecard Template Mission & Vision TargetsMeasureObjectives Finance TargetsMeasureObjectives Customer TargetsMeasureObjectives Learning and Growth TargetsMeasureObjectives Internal
  65. 65. 65 Insert Your Company Name by clicking on “View” -> “Slide master” 65 Balanced Scorecard Template Perspective Financial Perspective F1 Insert your own text F2 Insert your own text F3 Insert your own text Strategic Objectives Strategic Measures Customer Perspective Customer Management Internal Perspective Human Capital Learning&Growth Perspective Product Innovation Operations Management Information Capital Organization Capital • Insert your own text • Insert your own text • Insert your own text Responsible Citizen Targets +$100M $300 $75
  66. 66. 66 Insert Your Company Name by clicking on “View” -> “Slide master” 66 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  67. 67. 67 Insert Your Company Name by clicking on “View” -> “Slide master” 67 Table of content 1. Executive summary 2. Market analysis 3. Competitor analysis 4. SWOT 5. Mission and Vision statements 8. Key strategic goals 9. Strategy Map 10.Balanced scorecard 11.Roadmap 12.Exhibit
  68. 68. 68 Insert Your Company Name by clicking on “View” -> “Slide master” 68 Roadmap Levelof Priority FY16 – FY17 FY19+ Insert description  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives FY17 – FY19 Phase 1 Phase 2 Phase 3 Insert description Insert description  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives  Insert key Initiatives
  69. 69. 69 Insert Your Company Name by clicking on “View” -> “Slide master” 69 Download all the editable Powerpoint document at www.slidebooks.com Download the editable Powerpoint document at www.slidebooks.com
  70. 70. 70 Insert Your Company Name by clicking on “View” -> “Slide master” 70 Indicative Strategic Planning Project Plan Step 0: Kick-Off Step 1: Provide Business insights Step 2: Define Mission and vision statements Step 3: Identify Key Strategic priorities Step 4: Create strategy map Step 5: Create Balanced scorecard Step 6: Identify required initiatives to reach strategic goals Step 7: Getting to First Report Week Workshop #1 Workshop #2 Workshop #3 Kick-Off 1 2 3 4 5 6 7 8 9 10 11 12
  71. 71. 71 Insert Your Company Name by clicking on “View” -> “Slide master” 71 Zoom on Step 0 - Kick-Off Step 0: Kick-Off Step 1: Provide Business insights Step 2: Define Mission and vision statements Step 3: Identify Key Strategic priorities Step 4: Create strategy map Step 5: Create Balanced scorecard Step 6: Identify required initiatives to reach strategic goals Step 7: Getting to First Report Week Workshop #1 Workshop #2 Workshop #3 Kick-Off 1 2 3 4 5 6 7 8 9 10 11 12
  72. 72. 72 Insert Your Company Name by clicking on “View” -> “Slide master” 72 Create your Strategic Planning teams Leadership Team Role ‒ Champion process and make strategic decisions ‒ Participate fully and openly in workshops and oversight support ‒ Provide resources and oversight support for Core-Team and Measurement-Teams Who? ‒ Leaders of organization and direct reports ‒ Specific functional leaders as required Core Team Role ‒ Lead the execution of the process ‒ Lead Measurement Teams ‒ Develop implementation plan Who? ‒ Experienced mid-level managers representing the different Business units ‒ Management Consultants Measurement Team Role ‒ Develop detailed definition of measures and targets ‒ Identifies data sources for measures Who? ‒ Finance managers ‒ Data analytics managers
  73. 73. 73 Insert Your Company Name by clicking on “View” -> “Slide master” 73 Identify Key success factors Ensure that project sponsorship is from a high enough level to command the organization's attention Make sure the entire Leadership Team has a real understanding and gives endorsement of time commitment Involve the right people
  74. 74. 74 Insert Your Company Name by clicking on “View” -> “Slide master” 74 Example of agenda Process Overview Project Deliverables Project Timing Responsibilities, Time Commitments Next steps
  75. 75. 75 Insert Your Company Name by clicking on “View” -> “Slide master” 75 Download all the 140 editable Powerpoint slides at www.slidebooks.com The remaining of the presentation (140 Powerpoint slides in total) is available at www.slidebooks.com

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