Strategic Planning

Planning does NOT have to be painful.

With Concise, complete a first draft of your strategic plan in short order with minimal disruption of operations.

The key is to START!!!

As the planning process progresses, participants will begin to recognize where more investigation, thought, and discussions are needed to improve the plan.

Most importantly, the organization will begin to focus on strategic thinking and how to translate that thinking into actions!!!

 

Concise Planning flows in a logical order as outlined below that facilitates efficiency of effort while producing a comprehensive plan for your organization — not just once, but through the years as your planning efforts transition from initial creation to periodic updates in response to a changing environment.


External Scan

Every organization needs to understand the environment in which they operate including the external forces and influences that impact opportunities and threats. Therefore, both the initial plan and periodic updates begin with a scan of the external environment.

Concise then divides the plan and the process into 3 primary groups: Ends, Where You Are, and Transition.


Ends – Where You Want to Go

Vision – the clear, concise standard toward which your organization is striving (what your organization wants to be when it grows up)

Mission – the clear, concise purpose of your organization (why you exist)

Core Values – the clear, concise principles by which your organization operates

Positioning – your organization’s Value Proposition (or, if you prefer, Competitive Advantage, Product Definition, or Unique Selling Proposition)

Goals – the organization-wide, long term aspirations (6, 10 or more years into the future)

Success Measures – the interim goals/objectives that provide key measures of progress and success for period up to 5 years into the future


Where You Are

S-W-O-T – Strengths, Weaknesses, Opportunities, Threats


Transition

Plan Assumptions – Internal and External (to your organization)

Strategies – The overview plan you develop to get from where you are to where you want to be

Execution – The four Components of Success to implement in conformity with your strategies that move your organization toward accomplishing your goals:

T4

Tasks – the actions and tactical initiatives that your organization will undertake in the near future toward achieving your goals

Tasking – assigning responsible parties

Timelines – setting deadlines for task completion

Tracking – implementing methods to quickly and easily understand the progress and status of all tasks


Let Concise Planning Help You Replace Chaos with Process


Concise Planning provides the flexibility and capabilities to allow you to craft and manage your strategic plan to your desired level of granularity.

Establish your priorities and customize the display order for plan components. You can also customize plan report section headings.

Empower your team with web-based collaboration that minimizes face-to-face meetings that disrupt daily operations.


Why Concise?

Web Based – Let your team participate from whereever, whenever

Web Collatoration – Reduce face-to-face meetings and disruption of operations

Comprehensive – but easy to learn, easy to use

Simplify – Divide your plan into smaller, more logical, more manageable components

Tracking / Management – Gain capabilities all need, but few have

inexpensive and Affordable – Believed to be the lowest price in the market


Facilitating Productivity!

Concise Planning is the Right Choice