Document your progress

Male and female coworker brainstorming - Implementing Your Strategic Plan Image by Decision Associates

When you do a strategic plan with Decision Associates, we also teach you how to implement your plan and document your progress. If needed, our strategic planning consultants provide coaching or support to ensure you implement your strategic plan.

Following is an overview of a typical strategic plan and our recommended implementation calendar.

Strategic Plan Overview

Strategies

Corporate level initiatives

  • Drives achievement of mission and vision
  • May take years to achieve
  • What does each strategy mean?
  • Why is each strategy critical?

Sub-Strategies

Executive and senior staff initiatives

  • Establish an outcome
  • Defines what needs to be cone
  • May take a year or more to achieve

High-Level Actions

Senior staff and team level initiatives

  • Key projects, initiatives and programs
  • May take days, weeks or months to achieve

Implementation Calendar

Strategy Owner Weekly Work Meetings

Create and manage implementation of:

  • Strategies
  • Sub-strategies
  • High level action plans
  • Tasks

Strategy Owner Monthly Status Meetings

Document answers to the following questions:

  • What we should have accomplished?
  • What did we actually accomplish?
  • Are we hitting the numbers?
  • What barriers and challenges did we face?
  • What new tasks or issues need addressed?
  • Are we on track with long-term goals?
  • What are we planning to do next month?

Strategy Committee Quarterly Meeting

Document answers to the following questions:

  • What is our overall progress?
  • What emerging trends need addressed?
  • Are new business conditions impacting our plans?
  • What adjustments do we need to make?
  • Are there changes to our schedule, priorities, or resources?
  • What are we planning to do next quarter?

Ownership/Board Semi-Annual Update

Document answers to the following questions:

  • What is our overall progress?
  • What emerging trends need addressed?
  • Are new business conditions impacting our plans?
  • What adjustments do we need to make?
  • Are there changes to our schedule, priorities or resources?
  • What are we planning to do next?

Learn more about Decision Associates’ strategic planning approach:

Our Consultants

Terry Cascioli
Terry Cascioli Executive Consultant at Decision Associates
Terry Cascioli
Private: Mike Smiley
Mike Smiley Executive Consultant at Decision Associates
Private: Mike Smiley
Aaron Phillips
Aaron Phillip Principal/Executive Consultant at Decision Associates
Aaron Phillips
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