Strategic Planning Initiative

The client had grown rapidly from a small regional start-up to a multiple-office nation-wide firm. Along with this explosive growth came a rapid succession of new hires and a drastic change in the types of clients they served and the markets they competed in. They had grown beyond the original vision of the founder and had not established a new vision. They were not sure what exactly they had grown into or what markets they should compete in moving forward. We recommended they form a Strategic Planning Committee to rediscover their core values and purpose and develop a new Vision and a plan to achieve it. We worked with the President to select a representative team for the planning process. Once the committee was selected we facilitated the committee meetings. The committee began by developing/codifying the Mission, Vision, and Values for the company which were submitted to the Board of Directors for approval. Once approved, the committee moved on to developing a Strategic Plan. During the analysis phase, we assisted them by conducted research on employee needs, marketplace, company products & services, technological opportunities & challenges, and external threats. The committee then presented the results of the analysis to a group of interested parties who provided suggestions and ideas based on their finding. We helped them sift through these suggestions and translate them into a Strategic Action Plan with multiple SMART annual objectives. The committee continues to meet monthly to review progress on strategic objectives.

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