Courses Accredited
by
University of San Diego
Receive (CEU) Credit for each completed workshop

Reinventing Strategic Planning™
for the 21st Century

Delivered by
Many Centre Partners

The Systems Thinking Approach™
To
The ABCs of Strategic Management™
For the 21st Century

This Booklet Includes:
- Workshop Purposes
- Workshop Benefits
- Workshop Agenda
-     Alternative #1 - Two Days
-     Alternative #2 - Two and One Half Days
-     Alternative #3 - Three Days
- Workshop Participant Notebook Table of Contents
- Testimonials
- Related Products
- Workshop Policy (registration and cancellation)
- Workshop Booking Information

Workshop Purposes:

Reinventing Strategic Planning for the 21st Century

  1. To understand the core technology of the Systems Thinking Approach™ of Reinventing Strategic Management (Planning, People, Leadership, and Change), based on “best practices” research in the field of Strategic Management.
  2. To understand strategic management, its three goals and three main premises with their relationship to strategic planning and strategic change.
  3. To discuss the ten unique qualities of the “Strategic Management Model” and how it is different from other models . . . with a special emphasis on understanding how to apply the key concepts of backwards thinking, key success measures, parallel process, and a customer-driven organization to the strategic planning process.
  4. To understand and apply the ten steps of the Strategic Management Model, along with numerous examples of its application to actual organizations.
  5. To appreciate the value and importance of actively engaging your key stakeholders throughout the development of the plan.
  6. To discuss the various ways to uniquely tailor and apply strategic management to your organization, along with the various roles required to successfully complete a strategic planning process.
  7. To learn how to overcome the common mistakes that plague most strategic planning processes. Instead, learn how to use strategic management to link and drive day-to-day decision-making—focused on the customer—through annual planning and budgeting and through performance and reward systems.
  8. To experience and apply each step in the Strategic Management Model to your own back home organization and personal case situation—to enhance your learnings and provide a framework for action back home.

Workshop Benefits:
(To Your Business and Career)

Reinventing Strategic Planning for the 21st Century

Results We Achieve

We help businesses and people get superior results in 12 ways:

  1. Higher profits
  2. Greater revenue
  3. Lower costs
  4. Enhance market share
  5. Drive competitive advantage
  6. Increase customer service and satisfaction
  7. Deliver better customer value
  8. Implement new product/service offerings
  9. Change the employee culture
  10. Execute a merger or acquisition
  11. Develop strategies, alliances, and partnerships
  12. Turn around an underperforming business

How Can We Help You Get Better Results?

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Workshop Agenda:

Alternative #1 – Two Day
- Day 1 -

8:30 Continental Breakfast
8:30

Welcome
• Purposes
• Three Goals
• Three Premises
• Agenda
• Logistics
• Wants
• Introductions
• Personal Cases Listed/Critical Issues Listed

9:45 Break
10:00 Executive Briefing Overview:
• “Management” and “Systems” concepts; Five phases of Strategic Management (A-B-C-D-E)
• Overview of Strategic Management Ten Steps “Backwards Thinking”
• Strategic Planning Choices – Micro/Quick
• KISS – One page document
11:15 Break
11:30 Environmental Scan
12:15 Lunch
1:00 I. Plan-to-Plan (Step 1):
• Examine Key Tasks – Exercise
• Role in Planning/Change
• Parallel Process
• Finish Plan-to-Plan Tailoring
2:30 Break
2:45 Goal #1: Begin to develop a Strategic Plan/Document
II. Ideal Future Vision Developed (Step 2):
• Vision Development
• Mission Development (#2)
• Core Vales Development (#2)
4:00 Break
4:15 III. Key Success Measures (Step 3) – Quickly
• How did the day go?
Homework: Assigned readings/take BOB Assessment
5:00 End of Day

Alternative #1 – Two Day
- Day 2 -

8:00 Continental Breakfast
8:30 Day One Issues
8:45 IV. Current State Assessment (Step 4)
• Positioning Assessment
10:00 Break
10:15 • SWOT
• Business Excellence Architecture (Assessment Exercise)
12:00 Lunch
1:00 V. Core Strategy Development (Step 5)
• Strategies Defined
• Develop your Core Strategies
• Strategic Action Items/Cascade to Operations
FINISHED WITH STRATEGIC PLANNING!

VI. Not Covered. Three-Year Business Plans Developed (Step 6)
2:30 Break
2:45 VII. Annual Plans/Budgets tied to Strategic Planning (Step 7)
Goal #2: Ensure Successful Implementation

VIII. Not Covered: Begin Implementation
• “Bridging the Gap” Overview – Steps #8, 9, 10
• Plan-to-Implement (#8) Reviewed
• Annual Strategic Review (#10)
3:45 Break
4:00 • Take Aways vs. Wants
• Go around room (Learnings/Applications)
• Wrap up/Celebration/Evaluation
5:00 End of Day

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Alternative #2 – Two and One-Half Days
- Day 1 -

8:00 Continental Breakfast
8:30 Welcome
• Purposes
• Three Goals
• Three Premises
• Agenda
• Logistics
• Wants
• Introduction/ “Good Morning” – “Hey Y’all”
• Personal Cases
   - Learning community – switch seat?
   - Write-up case – List on flipchart
• ELC Process with each module (learning/applications)
• Develop critical issues list for your case*
10:00 Break
10:15 Executive Briefing Overview:
• Systems concepts: five phases of Strategic Management (A-B-C-D-E)
• Overview of Strategic Management Steps “Backwards Thinking” – Systems Thinking
• Cascade of planning/Strategic Management System
12:00 Lunch
1:00 I. Plan-to-Plan (Step 1):
• Environmental Scan – Exercise
   - Scanning System
   - 21st Century Planning responses needed
2:15 Break
2:30 • Examine key tasks
   - Parallel Involvement Process
• Finish Plan-to-Plan – tailor your needs
3:40 Quick Stretch – 5 minute break
3:45 Goal #1: Begin to develop a Strategic Plan/Document
II. Ideal Future Vision Developed (Step 2):
• Vision development – only as needed by participant wants
• Mission development (#2)
   - Its purposes/uses/its usual problems
4:45 How did the day go? - Review day’s concepts, debrief day, tools, tips and techniques
Three questions: Continue to do…? Do more of…? Do less of…?
Homework: Assigned readings/take BEA Assessment/take Core Values Assessment
5:00 End Day

*Note: Each step has (1) Lecturette on the key concepts; (2) Activities based on your own situations/cases; (3) Discussions of these real life situations. As well as true stories examples, and handouts of actual cases facilitated by the instructor; and (4) Tools, tips and techniques to facilitate Strategic Management successfully.

Alternative #2 – Two and One-Half Days
- Day 2 -

8:00 Continental Breakfast
8:30 Day One issues
8:45 II. Finish core values development (only as needed by participants)
   - See Enterprise-Wide Change list of suggested ones
9:30 Break
9:45 III. Key Success Measures (Step 3)
10:45 Break
11:00 IV. Current State Assessment (Step 4)
• Positioning Assessment (STAR model)
12:30 Lunch
1:15 Current State Assessment (continued)
• SWOT and O.T.
• Business Excellence Architecture/Baldrige Assessment
• Cover extra assessment tools in participant notebook (especially OT)
2:30 Break
2:45 V. Core Strategy Development (Step 5)
• Strategies defined
• Develop your Core Strategies
• Strategic Action Items
FINISHED WITH STRATEGIC PLANNING!
4:30 Quick Stretch – 5 minute break
4:35 Prepare Annual Plan – Your Case - Homework
4:50 How did the day go? – Review day’s concepts, debrief day, tools tips and techniques
Three questions: Continue to do…? Do more of…? Do less of…?
5:00 End of day: Homework – Take ROC Assessment – Your case
Check day three’s start/end time and departure schedule

Alternative #2 – Two and One-Half Days
- Day 3-

7:30 Continental Breakfast
8:00 Day two issues – Check departure schedule/issues/ending time
   - Recap workshop days 1 and 2
8:30 VI. Goal #2: Ensure Successful Implementation (i.e., cascade it down to operations)
   - Terminology Issues Clarifies
   - Work their cases
   - Realistic timeframe during year to accomplish
9:30 Break
9:45 VII. Annual Plans/Budgets tied to Strategic Planning (Step 7)
10:45 Stretch – 5 minutes only
10:50 VIII. Begin Implementation – Light overview only (overload?)
• Do SP/AP Prototype as Demo – include both the “What” and “ How To” process
• “Bridging the Gap” overview – Steps 8, 9 and 10 – including ASR
• Conduct Plan-to-Implement (#8) Structures/Rollercoaster – Review Survey
• Establish Enterprise-Wide Change Management System (#9)
11:45 Break
12:00 • Wants revisited/Sum up key concepts
• Take Aways – learnings and application (go around room) – your cases
• Wrap up/celebration – Certificates
• Evaluation
1:00 End workshop – boxed lunches available

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Alternative #3 – Three Days
- Day 1-

8:00 Continental Breakfast
8:30 Welcome
• Purposes
• Three Goals
• Three Premises
• Agenda
• Logistics
• Wants
• Introduction/ “Good Morning” – “Hey Y’all”
• Personal Cases
   - Learning community – switch seat?
   - Write-up case – List on flipchart
• ELC Process with each module (learning/applications)
• Develop critical issues list for your case*
10:00 Break
10:15 Executive Briefing Overview:
• Systems concepts: five phases of Strategic Management (A-B-C-D-E)
• Overview of Strategic Management Steps “Backwards Thinking” – Systems Thinking
• Cascade of planning/Strategic Management System
12:00 Lunch
1:00 I. Plan-to-Plan (Step 1):
• Environmental Scan – Exercise
   - Scanning System
   - 21st Century Planning responses needed
2:15 Break
2:30 • Examine key tasks
   - Parallel Involvement Process
• Finish Plan-to-Plan – tailor your needs
3:40 Quick Stretch – 5 minute break
3:45 Goal #1: Begin to develop a Strategic Plan/Document
II. Ideal Future Vision Developed (Step 2):
• Vision development – only as needed by participant wants
• Mission development (#2)
   - Its purposes/uses/its usual problems
4:45 How did the day go? - Review day’s concepts, debrief day, tools, tips and techniques
Three questions: Continue to do…? Do more of…? Do less of…?
Homework: Assigned readings/take BEA Assessment/take Core Values Assessment
5:00 End Day

*Note: Each step has (1) Lecturette on the key concepts; (2) Activities based on your own situations/cases; (3) Discussions of these real life situations. As well as true stories examples, and handouts of actual cases facilitated by the instructor; and (4) Tools, tips and techniques to facilitate Strategic Management successfully.

Alternative #3 – Three Days
- Day 2-

8:00 Continental Breakfast
8:30 Day One issues
8:45 II. Finish core values development (only as needed by participants)
   - See Enterprise-Wide Change list of suggested ones
9:30 Break
9:45 III. Key Success Measures (Step 3)
10:45 Break
11:00 IV. Current State Assessment (Step 4)
• Positioning Assessment (STAR model)
12:30 Lunch
1:15 Current State Assessment (continued)
• SWOT and O.T.
• Business Excellence Architecture/Baldrige Assessment
• Cover extra assessment tools in participant notebook (especially OT)
2:30 Break
2:45 V. Core Strategy Development (Step 5)
• Strategies defined
• Develop your Core Strategies
• Strategic Action Items
FINISHED WITH STRATEGIC PLANNING!
4:30 Quick Stretch – 5 minute break
4:35 Prepare Annual Plan – Your Case - Homework
4:50 How did the day go? – Review day’s concepts, debrief day, tools tips and techniques
Three questions: Continue to do…? Do more of…? Do less of…?
5:00 End Day: Homework – Take ROC Assessment – Your case

Alternative #3 – Three Days
- Day 3-

8:00 Continental Breakfast
8:30 Day Two issues – Check departure schedule/issues/ending time
   - Recap workshop days 1 and 2
8:45 VI. Goal #2” Ensure successful implementation (i.e., cascade it down to operations)
Three-Year Business Plans – Developed (Step 6)

   - Terminology issues clarified
   - Work their cases
   - Realistic timeframe during year to accomplish
10:00 Break
10:15 VII. Annual Plans/Budgets Tied to Strategic Planning (Step 7)
12:00 Lunch
1:00 VIII. Begin Implementation – light overview only (overload?)
• Do SP/AP Prototype Demo – include both the “what” and “how to” process
• “Bridging the Gap” overview – Steps #8, 9, and 10 – including ASR
• Conduct Plan-to-Implement (#8) Structures/Rollercoaster – Review Survey
• Establish Enterprise-Wide Change Management System (#9)
2:15 Break
2:30 • Wants revisited/Sum up key concepts
• Take Aways – Learning/Application (go around room) – your cases
• Wrap up/Celebration – Certificates
• Evaluations
4:00 End Workshop

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Workshop Participant Notebook

Achieving Leadership Excellence™: Enterprise-Wide
Table of Contents

Step #

Topic
1 E Plan-to-Plan Tasks
2 A Create Your Own Future
3 B Key Success Measures Defined
4 C SWOT Framework
5 Progressive Strategies
6 Strategic Business Units (Three-Year Business Plans)
7 Annual “Work Plans”/Budgets
8 D Plan-to-Implement (Initial Communications)
9 Build and Sustain a High Performance Organization (Implementation and Change Management)
10 Annual Strategic Review (and update)

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Workshop Participant Testimonials

Reinventing Strategic Planning for the 21st Century

  • “I was quite impressed with the Strategic Management (Planning and Change) course presented by you and the depth of knowledge which you demonstrated on this topic. I am often critical of such courses and I also had high expectations…you surpassed these expectations. This course helped reconcile my knowledge and ideas with respect to Strategic Management and I am now confident that I could lead other organizations through this process.”
  • “All of the participants of the Strategic Planning considered the event a huge success. Thank you for sharing your knowledge and expertise with our public service employees.”
  • “My first impression of Steve was a positive one. The more I deal with him, the more positive it gets. I wish every educator had Steve’s knowledge and enthusiasm. He makes learning fun. He has also gotten our executives to believe in strategic planning.”
  • “Thanks for everything during our Strategic Planning course last month. Your coaching, leadership, and guidance were much appreciated. You are truly an artist at your craft.”
  • “Practical, common sense approach, knowledgeable and experienced with strategic planning, high energy.”
  • “Steve was very informative and extremely helpful. I was very impressed with his honesty and sharing personal experiences. He is very knowledgeable and made the three days highly satisfying!”
  • “Able to get action and interaction from all. Well done!”
  • “I enjoyed a number of items about the program. First your professionalism and delivery style were most effective. I also like the flow to your strategic plan process and the tools you provide for implementation. I love a program that I can put to use immediately. Great job!”
  • “I would like to thank you for the time and expertise you provided so willingly to me and so many others who were exposed to your Strategic Planning course. I appreciate as well the advice and tutoring in the planning area you gave to me in my new position.”
  • “The best seminar of this type which I have attended. Very effective, thank you, Steve.”
  • “Steve is one of the few trainers who ‘calls a spade a spade’.
  • “The comprehensive power of this methodology is unequalled in business literature. It takes all of the popular tools and creates a unique effective context within which all these tools fit and reinforce each other.”
  • “A solid, do-able approach to planning in an organized way.”
  • “I wanted to let you know how successful my use of your strategic planning model was in my teaching of the Construction Management course at California State University, Sacramento this past semester. Your program of strategic planning was ideal for the purposes of this course. The simplicity of the model coupled with thoroughness required in the preparation of a viable plan resulted in student plans which were well thought out and highly same time requiring significant preparation and thought about the specific ingredients.”
  • “Can use the concept of parallel planning immediately-very good resource.”
  • “Solid design/tested concept/bite-sized learning.”
  • “The model itself was great. It confirmed in my mind some learning’s I didn’t know that I had and provided a systematic way to accomplish planning.”
  • “This was as practical and applicable a workshop on Strategic Planning as I think is possible to achieve. I really enjoyed the mix of theory and application, including many examples.”
  • “The seminar helped me understand the concept of strategic planning and how each part interfaces to produce the final product.”
  • “Very effective. His reputation preceded him and I was glad to find it was well justified. His credibility was enhanced by his willingness to discuss experiences with other companies. It’s the first one that seems to have universal commitment from the top. Solid job-good knowledge and communication.”
  • “Skilled, credible instructor/facilitator.”

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Related Products

Workshop Policy (registration and cancellation)

 

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