strategic planning

    At a high level, the strategic planning process is quite straightforward.
    It usually includes the following

    Step 1
    Brief assessment phase accomplished through interviews with Executive Leadership
    Step 2
    A series of on-site or virtual sessions that involve executive leadership that are facilitated by Peter Arezzini. A firm agenda is provided for each session and may involve some “pre-work” by one or more of the participants.
    Step 3
    Each session accumulates content for the strategic plan document and is captured by the facilitator and utilized in subsequent sessions..
    Step 4
    Once the sessions are completed, all of the content is distilled and documented in a Strategic Plan document by Peter Arezzini. The document is reviewed and edited by the leadership team and finalized.
    Step 5
    With a completed plan, the leadership team ensures a communication plan is established and executed. The strategic plan then becomes not only a guidance document but an action-oriented document that is consistently used by the leadership team to ensure continuous execution.
    Step 6
    A process is established for, at minimum, a quarterly report-out on key initiatives and other actions that were agreed-upon during the planning process.
    Step 7
    The process generally takes between 3-5 weeks and depends largely on the availability of the leadership team for the facilitated session.
    Step 8
    Strategic Plans are usually updated annually to refresh the basic elements of the plan and ensure critical areas of the plan are reviewed and edited. This generally takes a few sessions but is much shorter in duration than the original planning process.

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