Strategic Planning

Strategic Planning Onsite Seminars and Consulting

Our approach is logical, successful and organized

You get to work on the development of the plan we provide. You will also be provided with the tools and techniques needed to insure a successful implementation. There is also an option for follow up support to insure your plan continues to improve and most importantly stays implemented.

Is your business on course?

Many businesses have a strategic plan in place however they do not always produce results. The activities are not focused and the majority of the goals set for the plan are never reached. Our Strategic Planning Seminar is designed to provide a road map for your organization. When properly implemented using our cutting edge strategies, your new strategic plan will guide all the activities within the organization.

Common Flaws with Strategic Plans

You will learn the most common mistakes made in the strategic planning process. The biggest mistake is selecting far more activities than you can accomplish.

Vision and Mission Statements

Develop both a vision and mission statement that are concise, clearly understood and guide the business into the future

Principals and Values

Develop a list of values that will be used to guide the business in all that it does.


Review methods that can be used to collect historical data along with current trends. You will cover surveys and their uses along with how to determine your strengths, weaknesses, opportunities, and threats. You will then be shown how to document all of this data and learn how it’s used in the development of your business strategies and goals.


Development of a marketing strategy based on your research that will give you an edge on the competition. You’ll then evaluate your current operational strategy to confirm that it supports the marketing strategy and long-term goals of the organization.

Gap Analysis

Analyze marketing and operational strategies against current strengths and weaknesses to identify areas of opportunity.


How to set goals that cover a 1-3 year time frame that are aligned with the company vision and strategies. Learn how many goals to set and, develop goals that are measurable.


Get prepared to roll your strategic plan out successfully, and develop detailed implementation plans with milestone points.

Measurement & Continuous Improvement

Measure the progress of your strategic plan and report progress. Roll your results of your current year’s plan into next year’s plan. PLUS learn how to tie your strategic plan into your continuous improvement program to get faster results.

Our tools and techniques get results

We have developed the “closed loop strategic planning” approach. This is a trademarked method that has been developed over the past 30 years by The PIM Group. The closed loop approach sets the direction, covers the operational planning and the implementation. The implementation includes tracking results on a monthly basis to insure the full strategic plan is implemented.

Strategic Retreats

Development of a strategic plan is often more productive when conducted off-site, away from the day to day activities that pull your thoughts away from longer term goals and objectives. The off-site planning retreat generally provides a more creative environment that produces improved results. We offer off-site strategic planning retreats that can be held anywhere you like. They can be conducted during the week or on the weekend.

Strategic Planning Flow Chart Model

The flow chart represents the entire process of strategic planning from establishing the vision through implementation. The chart can be broken down into three phases: Direction, Operation Planning, and Implementation


The first covers the long term “direction” of the business. This is followed with
activities that research history and trends. Marketing and operational strategies are
established and a Gap analysis between the two is used to aid in setting the goals

Operational Plan

Goals are typically 1-3 years in duration
The strategies / tactics represent how the goals will be reached and the budget
is the cost impact of the overall plan


The final 4 steps represent the plan- do- study-act continuous improvement process
which is used to implement and control change