Strategic planning is an enterprise best practice found in more than 2/3 of organizations today. Yet nearly four out of five managers participating in the process find it to be lacking in effectiveness. What causes strategic planning to fall short of expectations, and what can be done to make it a brilliant success?

1. Strategic Planning Made
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2. Who Is Boyer Management Group?
 Founded in 1998.
 Our founders have an average of 32
years in Organizational Development
experience.
 We work with companies and
organizations who want to get
the very best out of their people
and with senior leaders who want
to increase their effectiveness.
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www.boyermanagment.com
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3. Our Partial Client Family
We build a consultative partnership with each of our clients which
in turn results in tangible business improvements.
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www.boyermanagment.com
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4. Our Core Competencies
Career Search Tools
& Education
Talent Optimization,
Training & Coaching
Team Building & Alignment
Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved.
www.boyermanagment.com
Strategic Planning
Performance Management
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5. The Truth About Strategic Planning
True or False:
According to a 2008 study by
 Most companies consider strategic planning an important
discipline in running their organization.
 True! 88% of US organizations use some formal method of
strategic planning.
 In companies that utilize formal strategic planning, most
of the senior managers who participate in the actual
planning believe the process is effective.
 False! Less than 25% of the senior managers who participate
in the process are satisfied with its effectiveness.
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www.boyermanagment.com
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6. Ten Reasons Why Strategic Planning Fails
1. No actual plan created.
2. Lack of alignment among
participants.
3. Action plans lack specificity.
4. Lack of leadership follow-up to
hold people accountable.
5. Limited buy-in among those
tasked with execution.
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www.boyermanagment.com
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7. Ten Reasons Why Strategic Planning Fails
6. Not all the right participants were
included.
7. No pre-work.
8. Lack of a crisp planning agenda.
9. Senior leadership is not a
“regular” participant.
10. Did not utilize a facilitator.
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www.boyermanagment.com
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8. Strategic Planning Made Simple℠ Approach
1. Choose the right planning
team.
2. Carefully map out the
logistics and pre-work.
3. Assure intentional
alignment with people,
vision, & KPIs from the
start.
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www.boyermanagment.com
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9. Strategic Planning Made Simple℠ Approach
4. Select the best planning methodology.
 SWOT, More-Less-Stop-Start, Continue-Fix-Start-Stop, etc.
5. Is it time to revisit the mission / vision statement?
6. Involve the full staff in the pre-meeting research.
7. Iterative project / solution plan development.
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www.boyermanagment.com
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10. Strategic Planning Made Simple℠ Approach
8. Establish each
plan’s details.
9. Use an iterative
process to
prioritize and
commission each
project plan.
10. Implement a robust
follow-up program.
Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved.
www.boyermanagment.com
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11. Next Steps For Implementation Success
Action Steps
Responsibility
Timing
Establish planning session
dates & location; plan travel
Client
10-12 weeks out
Develop CEO vision
presentation
BMG & Client
8 weeks out
Send out pre-work to
participants
BMG
6 weeks out
Conduct pre-work webinar for
participants (30 min.)
BMG
6 weeks out
Revisions to CEO vision
presentation
Client
4 weeks out
Rehearse CEO vision
presentation
BMG & Client
2 weeks out
Hold 3-day planning event
BMG & Client
0 days out
Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved.
www.boyermanagment.com
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12. Thank You!
For more information:
Hank Boyer, CEO of Boyer Management Group
215-942-0982
hank@boyermanagement.com
Copyright© 2010-2014 by Boyer Management Group. All Rights Reserved.
www.boyermanagment.com
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