Strategic Planning &

Management using

Balanced Scorecards

Strategic planning is used by organizations to set priorities, focus energy and resources toward agreed upon goals, and assess and adjust the organization’s direction in response to a changing environment. Effective strategic planning articulates not only where an organization is going and the actions needed to make progress, but also how it will know if it is successful.

Strategic Planning Consultation and Facilitation

We offer consulting and facilitation services that are tailored to each client’s unique needs to help you:

  • Organize and assess your current situation by reviewing the trends impacting your organization, and assessing stakeholder expectations

  • Establish strategic direction by articulating your organization’s vision, mission, core values and overarching goals

  • Examine the important drivers of success and formulate strategies to improve your organizational performance

  • Identify and articulate strategic objectives to best reach your vision

  • Identify and analyze key performance indicators to measure what matters most

  • Improve organizational alignment and strategy communications using the framework that is most appropriate for your situation

  • Ensure strategic initiatives and projects are aligned to strategy and designed to drive the right outcomes

Our Facilitation Approach

Business Meeting

Our facilitation approach builds off our Nine Steps to Success™ framework, which is a disciplined, practical, and tested approach to developing a strategic planning and management system. We adapt the framework to reflect the client’s unique needs and schedule, but training is always an integral part of the framework, as is change management, and problem solving. Emphasis is placed on “teaching clients to fish, not handing them a fish”, so the scorecard system can be sustained after our consultants leave. The system components are developed by your team during a series of facilitated workshops that are designed to be high energy and focused on specific deliverables.

Balanced Scorecard Consultation

Our consulting services are tailored to each client’s unique needs to help you:

  • Develop a balanced strategic plan and scorecard that will deliver results

  • Develop meaningful performance measures / KPIs

  • Align work with strategy

  • Create a strategic plan as part of an annual cycle