Strategic Planning

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Like all efforts, planning for the future success of the organization is a process. A well-developed strategy and implementation plan requires focus and dedication.

TNB BPM Consulting offers a proven process focused on developing the next phase of an organization’s success. We work with the client to identify internal and external strengths, weaknesses, opportunities, threats, stakeholder insights and opinions, and industry and market circumstances, then leads them in developing a path forward to achieve success.

We use a simple, and client inclusive three phase approach to Strategic Planning. Phase 1 is the current state assessment of the client organization using proven and reliable research and data collection methodologies. Phase 2 is the analysis phase during which we objectively and critically analyze the data for meaning and insight. Phase 3 is planning for the future through client workshops and actions focused on developing the client organizations plan.

Key activities of our methodology include:

• The use of interviews, surveys, internet searches, and document reviews to understand the client's business and environment.
• Highlighting past achievements, present initiatives, future goals, and challenges related to organizational roles, partnerships, data management, and skills.
• SWOT and PESTLE analyses to assess internal strengths and weaknesses, as well as external opportunities and threats.
• Future state development involving client participation workshops that identify long-term goals, organizational pillars, and specific mid- and short-term objectives.
• Implementation plans which include identifying and assigning pillar champions, developing objectives, establishing timelines, and determining key performance indicators.

The first step in any engagement is to understand the client’s business, industry, and operating environment. We use multiple proven and reliable research and data collection methodologies to enhance our understanding and mitigate bias. This includes, but is not limited to the review and analysis of internal organizational data and documents, interviews, questionnaires, on-line industry and competition research, and benchmark study comparisons. 

The second step is to understand what the data tells us. TNB BPM Consulting uses multiple proven and reliable analysis tools to review, organize, interpret, and present the data collected in phase 1. This includes, but is not limited to tools such as SWOT and PESTLE analyses, statistical analysis (when appropriate), or other tools as outlined below. 

Upon completion of phase 2, the findings and recommendations are presented during the first of, typically, two in-person workshops. During these workshops, we guide and facilitate the discussion. All decisions and plans are determined by the client organization’s attendees. 

The workshops are hands-on opportunities for the organization to actively develop the Strategic Plan and map its future. Workshops include the management and staff responsible for the development and implementation of the strategic plan. They are scheduled as full day working sessions.