Participant Testimonials
- Your Future Environmental Scanning process was a real eye opener. I did not realize how critical it was (as opposed to a SWOT) for key marketplace success and for setting up a cadre of change agents. Thank you.
- You really have Reinvented Strategic Planning into something much more serious, disciplined and effective that makes complete common sense. I will begin connecting the pieces of ours and fill in the gaps when I get home.
- Your Strategic Management System is very simple, practical, and effective. Why no one else has ever articulated this is beyond me.
- You are the first ones to clarify all the confusing terms such as brand, reputation, unique selling proposition, image and the like in your work on Positioning. Wonderful!
- It is so clear to me now that we do not have a clear marketplace positioning and it is holding back our growth, profits, and success. When I go back, we will work on this right away as it really is the PhD of Strategy–but finally clear to me.
- Your Top Ten Tools for Everyday Strategic Thinking are terrific–simple, practical and based on common sense so I can use them right away.
- Your Strategic Thinking ABCs Template and core technology were a gift to me in the workshop and I have now begun thinking of simple ways to use if over and over again in my work on projects, meetings, issues, and strategy as well.
- The ideal of a Strategic Life Plan never occurred to me. However, now I have an ABC process that my husband and I will use, starting next week.
- This was not just a workshop although I learned so much. I actually got to work on 2 key issues I am facing and now have some solutions to them. Thank you so much for your coaching in the workshop and after it yesterday as well.
- Your real life examples of successes and failures in this Strategic Management work were great. They really helped bring the material home to me in a way that I can remember and apply it.
- Thinking of change from the first minute of planning was a new idea to me and I love it. It will make a real difference in how we approach Strategic Planning in the future–especially with your “People support what they help create” framework.
Sample Workshop Agenda:
Day 1: Introduction and Immersion: Strategic Thinking
| Time | Topics |
| 8:30 | Breakfast |
| 9:00 |
WelcomeIntroductionsPurposesBenefitsAgendaLogistics Stairway of Learning/Adult Learning Theory Overview of Workshop Develop Critical Issues List for your case |
| 9:45 |
Session #1: Strategic Thinking down-board to Strategic Change Strategic Thinking and Strategic Planning redefined (PlanningPeopleLeadershipChange) CHANGE: Rollercoaster of Change (Strategic Thinking at its finest) |
| 10:30 | Break |
| 10:45 |
The Helicopter and Rubiks Cube Three Goals of Strategic Management Three Main Premises |
| 11:15 | Quick Break and Stretch |
| 11:20 |
Session #2: The ABCs of Strategic and Systems Thinking ComplexitySimplicity Analytic ThinkingLiving Systems Main Premise #3: ABC Core Technology PLANNING: Reinventing Strategic Planning Model and 10 Steps Many uses (a practical framework for humans and organizations) |
| 12:15 | Use the framework with your case |
| 12:30 | Lunch |
| 1:30 |
Session #3: Strategic Thinking: Many usesMain Premise # 1: Planning and Change are the primary jobs of Leaders Divide into sub-groups to build a customer-focused strategically oriented enterprise Sub-group #1: PEOPLE: Developing a Strategic HR Planning and Management System Sub-group #2: LEADERSHIP: Building a Leadership Development System |
| 2:30 | Break and Stretch |
| 2:45 |
Session #4: Phase E: Environmental Scanning and Backwards Thinking (SKEPTIC) |
| 3:30 | Quick Break and Stretch |
| 3:40 |
Session #5: Phase A Value-Added Positioning: Growing Your Business and Delivering Customer Value Concept of Star PositioningTerminology Three Levels of Competitiveness |
| 4:50 |
Closure for the Day Tools, Tip, Techniques How did day go Homework Assignments |
| 5:00 | End Day |
Day 2: Reinventing Strategic Planning
| Time | Topics |
| 8:30 | Breakfast |
| 9:00 |
WelcomeCatch up on Day One issues? Review Tools, Tips, and Techniques from Day One |
| 9:15 |
Session #1: Leadership Competencies (Leadership Competencies for an entire organization) ConceptsSystems Approach Seven LevelsSimplicity again Instrument ReviewWhat do scores mean Many uses |
| 10:00 | Break |
| 10:15 | Session #2: A Yearly Strategic Management System and Cycle: PlanningPeopleLeadershipChange Review Three Goals of Strategic Management A-B-C-D-E Phases and 10 step model |
| 11:10 | Quick Break and Stretch |
| 11:15 | Session #3: Current State Enterprise-Wide Assessment: An Organization as a SystemMain Premise #2: People support what they help create Parallel Involvement Process Enterprise-Wide Assessment Conduct assessment of your casediscuss results |
| 12:30 | Lunch |
| 1:30 | Smart Start and Plan-to-Plan Day |
| 2:30 | Break |
| 2:40 | Session #4: Cascade of Planning and Change: Change from a functional to a strategyoriented organization Cascade of Planning Glue of Core Strategies Annual Planning ProcessLarge Group Review |
| 3:55 | Quick Break and Stretch |
| 4:00 | Session #5: Cascade of Change Six stages of the Rollercoaster Smart Start Plan-to-Implement Introduction to Enterprise-Wide Change Annual Strategic Review/Strategic IQ Audit |
| 5:00 | How to get started? Bite Sized Executive Briefing/Plan-to-Plan Day (Smart Start) Annual Strategic Review and UpdateStrategic IQ Audit InstrumentStrategic Management: Its Simple Close Down: Learnings and Action Planning: Key Learnings Applications Commitment to Action |
| 5:30 | End Day |
Participant Notebook
Content for Two Day Sample Program
- The ABCs of Strategic Thinking
- The Systems Thinking Approach®
- The Need for Strategic Thinking
- The Five Key Questions for Strategic Thinking
- Applications of Strategic Thinking
- The Systems Thinking Approach®
- The System of Managing Strategically
- Day by Day, Year by Year
- Strategic Thinking vs. Strategic Planning vs. Strategic Management
- Three goals and three premises of Strategic Management
- The Strategic Management System
- Day by Day, Year by Year
- Strategic Leadership
- The #1 Core Competency to Deliver Customer Value
- The six Levels of Leadership Competencies
- Strategic Leadership Development
- Leading Strategic Change
- The #1 Core Competency to Deliver Customer Value
- Reinventing Strategic Planning
- The Magic and Simplicity of Five Phases
- Five Phases and 10 Steps
- Common Mistakes in Strategic Planning
- The Magic and Simplicity of Five Phases
- Positioning
- The Competitive Advantage to Deliver Customer Value
- Determining Value Proposition and Aligning the Organization to it
- Positioning in the Marketplace for Growth versus the Competition
- The Competitive Advantage to Deliver Customer Value
- Organization Design
- Criteria for Performance and Business Excellence
- Putting It All TogetherAction Planning
- Tools, Tips, and Techniques
- Application Exercises
- Discussion of Participant’ Own Situation
- Case Studies
Tailored to Your Needs
We always tailor our events to your needs. Whether that is as to time, audience or content. We have seven available delivery formats, ranging from 30 minutes to 4½ days.
We always tailor our events to your needs. Whether that is as to time, audience or content. We have seven available delivery formats, ranging from 30 minutes to 4½ days.








