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

What is Digital Strategy?

Digital strategy focuses on technology that is most relevant to changes in business models, and uses technology to create the capabilities a company needs to become a digital business. Setting down a strategy is a key component of the transformation process, and ensures that technology is being implemented in a way that supports the business objectives.

Digital Strategy is Different than IT Strategy

Digital strategy looks for ways to use technology to transform activity, and therefore business, whereas IT strategy aims to transform technology in isolation from the rest of the business. Traditionally, the process of IT strategy has been to determine which technologies to invest in, based on the current direction of the business. Digital strategy instead looks at the activities and processes that need to be transformed to provide better services for customers. Then, it looks for the right combination of technologies and strategies that can be combined to create these experiences. Digital leaders have found new competitive advantages and opportunities for growth by making this shift in strategy.

Business Drivers and Business Enabler Levers of Digital Strategy

When developing a business and digital strategy, defining strategic themes and strategic results are key component of the strategy. In the below example, growth and operational improvements  could be the key strategic results intended as a result of a maturity assessment. Strategic objectives listed could be identified to achieve desired strategic results.
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High level balanced scorecard representation of the strategy is developed along with a detailed strategic initiatives, KPIs, measures and targets. Strategic dashboard is key component and would be developed to ensure strategy is well managed and executed.