Strategic Assessment - Understanding how your business functions and is perceived to function is a crucial first step in developing a strategy. The Assessment typically consists of four parts:
- A Company-wide Survey delineates your current strategy, structure, and culture in action.
- Process Audits shine the light on how work gets done, efficiently or not, in key areas of your business.
- Management and Employee Interviews draw out views and suggestions about the functioning of your organization.
- Customer Interviews provide an understanding of how outsiders view your business and your competition.
This information is summarized in a report that includes specific recommendations and action steps.
Strategic Retreat - To move forward, sometimes you have to take a step back. During your Retreat, participants review the Strategic Assessment and then develop the means to achieve a more successful workplace:
- Scenario Planning places your firm in different possible future scenarios and asks what it would take for your firm to thrive in each. Working backwards in time from these futures to today, we determine what it is you have to do now in order to succeed no matter which scenario appears.
- Goal Setting translates corporate strategy into specific and measurable goals that can then be cascaded throughout your organization. The net result is that all employees know how they contribute to the success of the firm.