Save time, empower your teams and effectively upgrade your processes with access to this practical Strategic planning Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Strategic planning related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Strategic planning specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Strategic planning Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 717 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Strategic planning improvements can be made.

Examples; 10 of the 717 standard requirements:

  1. Revisit the mission, aims and values of the organisation – are such still accurate, do they reflect the current and future work of the organisation, can they be made more concise?

  2. Do you have a structured process for linking your enterprises vision and business model to your strategic planning of your supplier network design and management activities?

  3. Is there a CIO or someone similar, responsible for strategic planning, implementation, and management of integrated systems identified by the IT infrastructure plan?

  4. Have you identified and allocated all of the financial resources needed for the planning process, including the production and dissemination of the final plan?

  5. How do you decide if an indicator should be reported as a key, supporting or general performance information indicator?

  6. Are services consistent with the mission and, considering the organizational purpose, should services be added or cut?

  7. Are you accomplishing your mission and achieve your vision while honoring your core values and guiding principles?

  8. What is the boards role in developing the strategic framework (vision, mission, values, and goals)?

  9. How do you know when your organization needs a different approach to strategic planning?

  10. Are the Goals and Strategies Closely Aligned with the organizations Mission, Vision and Values?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Strategic planning book in PDF containing 717 requirements, which criteria correspond to the criteria in…

Your Strategic planning self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Strategic planning Self-Assessment and Scorecard you will develop a clear picture of which Strategic planning areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Strategic planning Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Strategic planning projects with the 62 implementation resources:

  • 62 step-by-step Strategic planning Project Management Form Templates covering over 6000 Strategic planning project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Change Request: Are there requirements attributes that are strongly related to the occurrence of defects and failures?
  2. Earned Value Status: Where is Evidence-based Earned Value in your organization reported?
  3. Responsibility Assignment Matrix: Availability – will the group or the person be available within the necessary time interval?
  4. Scope Management Plan: Does the detailed Strategic planning project plan identify individual responsibilities for the next 4–6 weeks?
  5. Milestone List: Milestone pages should display the UserID of the person who added the milestone. Does a report or query exist that provides this audit information?
  6. Responsibility Assignment Matrix: Is data disseminated to the contractors management timely, accurate, and usable?
  7. Stakeholder Management Plan: Is it standard practice to formally commit stakeholders to the Strategic planning project via agreements?
  8. Project Scope Statement: Is this process communicated to the customer and team members?
  9. Human Resource Management Plan: Identify who is needed on the core Strategic planning project team to complete Strategic planning project deliverables and achieve its goals and objectives. What skills, knowledge and experiences are required?
  10. Human Resource Management Plan: Is there general agreement & acceptance of the current status and progress of the Strategic planning project?

 
Step-by-step and complete Strategic planning Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Strategic planning project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Strategic planning project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Strategic planning project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Strategic planning project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Strategic planning project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Strategic planning project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Strategic planning project with this in-depth Strategic planning Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Strategic planning projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Strategic planning and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Strategic planning investments work better.

This Strategic planning All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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