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Quarterly Strategic Review - Nov 2016

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Stephen Lynch guides you through the RESULTS.com Quarterly Strategic Review process and shares our proven best-practices to help you review your last quarter, then to assess the current reality and choose your Strategic Projects for the coming quarter

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Quarterly Strategic Review - Nov 2016

  1. 1. Quarterly Strategic Review Best practices based on research and direct observations of thousands of RESULTS.com client firms Presenter: Stephen Lynch Role: Head of Strategy & Consulting at RESULTS.com Email: Stephen.Lynch@Results.com Linkedin: linkedin.com/in/stephengeoffreylynch Slides: results.com/slides
  2. 2. Agenda Quarterly Strategic Review (4 hrs) - Review Progress and Lessons from last quarter - Update SWOT Analysis - Choose Strategic Projects for next quarter One Page Strategic Plan “Deep Dive” (2 hrs) - Q1: Core Values, Core Purpose, BHAG - Q2: Target Market, Value Discipline, Core vs Non Core Activities - Q3: Strategic Positioning, Key Benefits, Brand Promise - Q4: Industry Analysis, 3 to 5 Year Strategic Moves, Numerical Targets
  3. 3. Core Values BHAG Core Purpose Geographic Focus Target Market Customer Value Discipline Core vs. Non-Core Activities Strategic Positioning Key Benefits Brand Promise 3 to 5 Year Strategic Moves Numerical Targets SWOT Analysis Current Strategic Projects Key Performance Indicators RESULTS.com - One Page Strategic Plan
  4. 4. House Rules Participate: - Cell phones off. This is your future you are creating. Get involved. Trust: - Open, honest discussion. Speak up. Share your ideas and opinions Conflict: - Productive conflict is OK. Passionately debate the issues Commit: - Everyone must commit to final decision Accountability for RESULTS: - Make promises that you fully intend to keep
  5. 5. @RESULTScoach
  6. 6. Review Progress and Lessons from last quarter
  7. 7. Notable ACHIEVEMENTS?
  8. 8. Who in your team demonstrated one of your CORE VALUES in way that was highly memorable in the last quarter?
  9. 9. Strategic Project #1
  10. 10. Strategic Project #2
  11. 11. Strategic Project #3
  12. 12. Review METRICS - Pick 1 that performed well last quarter
  13. 13. Review METRICS - Pick 1 that performed poorly last quarter
  14. 14. What valuable LESSONS did you learn during the last planning cycle?
  15. 15. What NEW things do you need to START doing? (Things that you are not doing yet, but you consider important for your future success)
  16. 16. What CURRENT things do you need to KEEP doing? (Things that add value that need to be preserved / continued / enhanced)
  17. 17. What CURRENT things do you need to STOP doing? (Things that are not working out / things that used to be valuable but are past their "use by" date / projects or initiatives that have failed to deliver the expected results and need to be shelved / activities or behaviors that are no longer appropriate / product or service lines that should no longer be offered because they are not important to your future success )
  18. 18. BHAG (Big Hairy Audacious Goal)
  19. 19. Review your BHAG (Big Hairy Audacious Goal) Comment on the amount of progress your organization has made (or not made) since the last planning session?
  20. 20. 3 to 5 Year Strategic Moves
  21. 21. 3 to 5 Year Strategic Move #1 Comment on the amount of progress your organization has made (or not made) since the last planning session?
  22. 22. 3 to 5 Year Strategic Move #2 Comment on the amount of progress your organization has made (or not made) since the last planning session?
  23. 23. 3 to 5 Year Strategic Move #3 Comment on the amount of progress your organization has made (or not made) since the last planning session?
  24. 24. SWOT Analysis
  25. 25. Be specific with SWOT: Use 3 to 5 word statements
  26. 26. Think like an investor. Would they agree with you?
  27. 27. What are the top strengths / assets / competencies within your business you can leverage (or build) in the next 12 months? Rank your Top 5 Strengths in order:
  28. 28. What are the biggest weaknesses within your operation that could be fixed or improved in the next 12 months? Rank your Top 5 Weaknesses in order:
  29. 29. What opportunities can you pursue over the next 12 months that will help position your organization for future success? Rank your Top 5 Opportunities in order:
  30. 30. What external threats do you need to reduce (or closely monitor) to ensure they do not derail your plans? Rank your Top 5 Threats in order:
  31. 31. ★ ★ ★ ★ ★ ★ ○ ○ ○ ★ SWOT Analysis - best practices
  32. 32. Current Strategic Projects
  33. 33. List of potential Strategic Projects
  34. 34. What are the top 3 Strategic Projects your organization needs to execute in the coming period (quarter)? Current Strategic Project Due Date Person Accountable 1. 2. 3.
  35. 35. What does being accountable overall for the execution of a Strategic Project mean?
  36. 36. What factors could negatively impact this project?
  37. 37. What actions could we take to eliminate or reduce the factors could negatively impact this project?
  38. 38. What factors could negatively impact this project?
  39. 39. What actions could we take to eliminate or reduce the factors could negatively impact this project?
  40. 40. What factors could negatively impact this project?
  41. 41. What actions could we take to eliminate or reduce the factors could negatively impact this project?
  42. 42. In “The Red”? What’s happening here? What 1 thing can we do this week to improve this? What support do you need?
  43. 43. ★ ★ ★ ★ ★ ★ ★ ★ ★ Strategic Projects - best practices
  44. 44. Agenda Quarterly Strategic Review (4 hrs) - Review Progress and Lessons from last quarter - Update SWOT Analysis - Choose Strategic Projects for next quarter One Page Strategic Plan “Deep Dive” (2 hrs) - Q1: Core Values, Core Purpose, BHAG - Q2: Target Market, Value Discipline, Core vs Non Core Activities - Q3: Strategic Positioning, Key Benefits, Brand Promise - Q4: Industry Analysis, 3 to 5 Year Strategic Moves, Numerical Targets

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