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Strategic Planning and Management

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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

BSI offers 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 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 Solutions
BSWA
Coach Consult
Deiruk
Informa Connect
Lyco Business Solutions
Progress Consulting
ROIC
Strategy Plus

Need help with your strategy or performance measures?

“Took my understanding of KPIs and BSCs to the next level.”

Sandra Sanderson

Senior Strategic Planning Analyst, Wyoming Department of Transportation

“You learn a lot about organization indicators at different levels. Fully recommended for all professionals involved in this world of organizational performance.”

Edwin Mieses

Strategic Planning Analyst, Dominican Electric Transmission Company

“A worthwhile experience that has given me the tools to think strategically both for my organization and myself.”

Eric Rossmanith

Logistics Analyst, US Marine Corps Systems Command

The Institute Way

Free 5-Minute Assessment