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Strategic Planning

A strategy you can execute. We tie priorities to money, people and deadlines so that the plan changes what people do as soon as next Monday.

Sound familiar?The strategy exists separately from the budget and from what the team is busy with, The team is loaded with tasks but can't name the priorities, Plans change without clear criteria

Strategy and Consulting

How we work

1

We record the starting point

Economics, resources and the constraints that can't be avoided.

2

We build scenarios

Two or three options with the cost of each, including the option of changing nothing.

3

We choose and give things up

Three to five priorities for the year, each with an owner, and an explicit list of what the company won't do.

4

We build it into management

Budget, a review rhythm and the conditions under which the document is revisited early.

Sound familiar?

  • The strategy exists separately from the budget and from what the team is busy with.
  • The team is loaded with tasks but can't name the priorities.
  • Plans change without clear criteria.

What usually lies behind it

Planning works when it connects goals, constraints, resources and decision owners. Without that connection, the document is read once and the work goes on out of inertia. Usually two things are missing: a list of refusals and criteria that would show within a quarter that the choice was a mistake.

What you get

  • A strategy on one or two pages: priorities, refusals, one main constraint.

  • Scenarios with the conditions for switching between them.

  • A budget aligned with the priorities.

  • A review rhythm: what gets checked and when.

The cost of waiting

If nothing changes

  1. 01

    Resources will keep being spread thin.

  2. 02

    The team will keep changing direction without a shared criterion.

  3. 03

    Strategic decisions will keep being crowded out by operational tasks.

When you don't need this service

  • The economics of a single customer haven't been calculated. It's too early to choose a direction for growth; finances come first.
  • There are no people able to execute a strategy. The management system comes first.

How to tell it worked

Resources match

whether the budget is allocated the same way the priorities are named.

Shared understanding

whether three managers, asked separately, name the same priorities.

Refusals

what the company actually gave up during the quarter.

Questions

What period does the strategy cover?

Priorities cover a year; the review rhythm is quarterly. We describe longer horizons with scenarios.

Why no more than five priorities?

With more, there won't be enough resources for any of them. It becomes a task list.

Who takes part?

The owner and the managers who will execute the strategy. Without them, the document won't turn into action.

Related

Services: Strategy Session · Business Model Review · Financial Model Materials: Strategy as a list of refusals · The owner's glossary

Related to this service

Article · 5 min

The cost of doing nothing

Companies know how to calculate the cost of a project and almost never calculate the cost of changing nothing. That asymmetry costs more than any contractor.

Read: The cost of doing nothing

What did your company stop doing this year?