STRATEGIC PLANNING
We offer a "Closed Loop Strategic Planning™" approach that we have carefully developed by working with businesses just like yours for the past 30 years.

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.

Research

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.

Strategies

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.

Goals

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.

Implementation

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 offsite, away from the day to day activities that pull your thoughts away from longer term goals and objestives. The offsite planning retreat generally provides a more creative environment that produces improved results. We offer offsite strategic planning retreats that can be held anywhere you like. They can be conducted during the week or on the weekend.

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