Strategic Planning
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Strategic Planning

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FROM MISSION TO METRICS

We will guide your team through the strategic planning process, from kick-off to execution. We begin with your company’s foundation — your mission, vision, and values— and work with you to develop meaningful goals and objectives that support your mission. We’ll ensure actionable strategies are created for your teams to execute, along with performance measures to track progress against your goals.

FULL LIST OF STRATEGIC PLANNING SERVICES

A strategic plan will help to ensure your company knows where its going and how to get there.

Mission & Vision

We will gather employee and customer data and facilitate the development of your mission and vision to ensure alignment.

STRATEGY KICK-OFF FACILITATION

We will facilitate your strategic-planning kick-off meeting and check-ins.

INTERNAL/EXTERNAL ASSESSMENTS

We will facilitate SWOT, PESTLE, and other analyses to assess the internal and external factors that impact an organization.

Strategy Maps and Scorecards

We will provide the necessary tools, like strategy maps and balanced scorecards, and train your team on how to use them to achieve results.

EMPLOYEE & CUSTOMER SURVEYS

Insight from employees and customers can help your company better understand its strengths and weaknesses, which can inform your strategic plan.

COMMUNICATION

We will help you develop a communication plan and materials, including presentations, website content, or investor materials, to ensure stakeholder engagement.

What’s the difference between a goal and an objective? How do tactics relate to strategies? Download our cheatsheet to learn more!

OUR PROCESS

  • 01 Set Your Vision

    Set or validate your company's mission and vision. These will form the basis of your strategy and help make sure everyone is pulling in the same direction.

  • 02 Scan the Environment

    Assess internal and external factors using a SWOT, PESTLE, and other tools to get a good sense of your business environment.

  • 03 Develop Your Strategy

    Set your goals and objectives and strategies for how you will achieve them. Define SMART tactics—Specific, Measurable, Achievable, Relevant, and Time-bound—outlining the specific steps you will take to achieve your goals.

  • 04 Create Performance Measures

    Decide which performance measures you will use to track your progress & determine a rhythm for regular reviews and check-ins.

  • 05 Execute & Adjust

    Measure progress against your goals and make necessary adjustments to account for inevitable changes both inside and outside the organization.

ALL SERVICES

WHAT OUR CLIENTS SAY

  • Through business development, strategic planning and then leading corporate strategy for Shimmick, Christie has proven to be an accomplished professional, outstanding communicator and relentless learner to improve her skills and craft.

    EVP, AECOM

  • I was worried about engagement being virtual, but everyone was attentive. The strategic planning kick-off was even better than last year [when it was] all of us in the same room.

    Senior VP, Shimmick Construction

  • Great job with this year’s strategy meeting. This was a lot of work to pull together, and it was very well done!

    Vice President, Shimmick Construction

  • Great job on the meeting. Your questions and leadership of the meeting were spot on.

    VP of Operations, Shimmick Construction