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 | Welcome—Introductions—Purposes—Benefits—Agenda—Logistics— 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 (Planning—People—Leadership—Change) CHANGE: Rollercoaster of Change (Strategic Thinking at its finest) |
10:30 | Break |
10:45 | The Helicopter and Rubik’s 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 Complexity—Simplicity Analytic Thinking—Living 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 uses—Main 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 Positioning—Terminology 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 | Welcome—Catch 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) Concepts—Systems Approach Seven Levels—Simplicity again Instrument Review—What do scores mean Many uses |
10:00 | Break |
10:15 | Session #2: A Yearly Strategic Management System and Cycle: Planning—People—Leadership—Change 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 System—Main Premise #2: People support what they help create Parallel Involvement Process Enterprise-Wide Assessment Conduct assessment of your case—discuss 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 Process—Large 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 Update—Strategic IQ Audit Instrument—Strategic Management: It’s 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 ABC’s 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 Together—Action Planning
- Tools, Tips, and Techniques
- Application Exercises
- Discussion of Participant’ Own Situation
- Case Studies