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Strategic Planning Tools (Timeline and Template)

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Strategic Planning Tools (Timeline and Template)

To: The Business Unit Leaders and Directors

From: [Insert Name Here]

Re: [Insert Company Name Here] Strategic Platform

Date: [Insert Date Here]

 
Attached you will find the following tools which will help you to build your individual departments objectives, strategies, and implementation plans.

1. Business unit process and timeline
2. Resource unit process and timeline
3. A template of how to put together your critical issues, objectives, initiatives and strategies.

This is a very comprehensive project that requires a great deal of thought. The outcome of this exercise will provide clarity, direction, accountability and sustainability for an already highly successful organization.

Thank you.

[Insert Name Here]


Business Unit Objective and Strategy Process
Step 1
-Create objectives, strategies, initiatives and critical issues along with organizational charts by business unit.

-Submit your business unit draft to [Insert Name Here] by[Insert Date Here]

Step 2

-Present critical issues, objectives, strategies and initiatives to the Leadership Team and Directors:

[Date]

9:30 [Insert Company Name Here]

10:30 [Insert Company Name Here]

11:45 [Insert Company Name Here]

12:30 Lunch

1:00 [Insert Company Name Here]

2:15 [Insert Company Name Here]

3:30 [Insert Company Name Here]

4:45 Q & A

 

 

Step 3

3a. Submit top line sales, expense budgets and profit expectations to [Insert Name Here] and [Insert Name Here] on 3/19.

3b. Submittal review by [Insert Name Here], [Insert Name Here], and [Insert Name Here] by [Insert Date Here].

3c.[Insert Name Here] to submit back to business unit heads any adjustments to top line sales, expense budgets and profit expectations, which were agreed upon in the strategy meeting by[Insert Date Here].

Step 4

Resource team begins their process of steps 1-4. (See separate schedule.)


Step 5

6a. Submit Final budget on hard copy by [Insert Date Here] to[Insert Name Here].

6b. [Insert Name Here] signs off on budget proposal and major expenses from business units on [Insert Date Here]



Resource Unit Objective and Strategy Process
Step 1

-Create the critical issues, objectives, strategies, initiatives and organizational charts by resource unit.

-Submit your resource unit draft to [Insert Name Here by [Insert Date Here].

Step 2

-Present critical issues, objectives, strategies and initiatives to the Leadership Team and Directors.

[Date]

9:30 Distribution

10:15 Corporate Logistics / Prop Mgnt

11:00 [Insert Name Here] Creative

11:45 Legal

12:30 Lunch

1:00 IS

1:45 HR

2:30 Accounting

3:15 im marketing

4:00 Q & A


Step 3

3a. Submit budget on hard copy by [Insert Date Here] to [Insert Name Here].

3b.[Insert Name Here] signs off on budget proposal and major expenses from resource units on [Insert Date Here].


Process for Preparing for Strategy Meetings:
Section I:
Review your current realities and key indicators. Identify critical issues around realities that do not meet FYE [Insert Year Here] strategy plans or key indicators. Report your findings by answering questions A, B and C below.

Section II:
Lay out your critical issues, strategies to resolve your critical issues and initiatives to action.
Section III:
Develop growth objectives for your area, which include top line sales, expense control or improvement and increased profit expectations.


Section I Narrative

A. Provide a narrative that describes the current reality in your business unit. You should cover your year to date sales vs. plan, expense control vs. plan, and profitability vs. plan.

B. Review your key indicators and analyze why you have either achieved or under achieved your indicator goal.

C. Review FYE [Insert Year Here] strategies and identify the areas that we have over achieved or exceeded expectations and areas where we have under achieved expectations.