A business plan is generally for budgeting purposes and will include specific metrics for each area of the company. A business plan is driven by the CFO.
There are lots of books on how to do strategic planning. But few actually help you do it effectively and painlessly. Leaders and a senior management team are necessary to create a strategic plan, but they likely need a good step-by-step process. Our ePSP provdes that and also has telephone support if you need it.
First, we need to know how many people in your leadership team and at the management levels. We will plan for two days of facilitation. There is some pre-session work that has to be done on a vision/mission and a SWOT analysis. Then we take your team through each step of the process making decision as we go. At the end of the first day you will have a strong strategic framework which includes the strategic and gaps. The second day is about initiatives and tactics. We do that with breakout teams. Each team presents their recommendations to the larger group. At the end of the day we match up strategies with the tactics and you will have 80% to 90% of a great plan created by your team. Following the workshop, details of the plan need to be ratified.
Because we have done so many of this plans, we can help guide you in the right direction if you want our personal advice. We can do it via telephone or email. Then if you still want us to help actually guide a process we can talk further about our consulting services.
Generally about 4 to 6 strategies are typical. With each strategic 3 or 4 KPIs should do it. The reason why we limit them is to force people, during the strategic planning process to identify the important, critical goals. Of course, it’s up to you. Few strategic goals make the strategic plan clearer and easier to understand, and less overwhelming.