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Strategic Planning Packages

Drivers Model Overview

What are the most important issues your strategic plan must address?

Leaders in the corporate, government and non-profit sectors frequently tell us they are looking for a strategic planning process that addresses one or more of the following issues. Click below to learn how the Drivers Model, our strategic planning approach, can help you tackle these tough issues.

 Drivers Model Overview

 Strategic Planning Packages

Select an Issue Below

Action

Making sure the plan is actionable

Alignment

Aligning the organization with the priorities of the plan

Direction

Establishing a clearly defined strategic direction

Engagement

Getting all stakeholders engaged in the process

Execution

Moving the plan from paper to implementation

Growth

Identifying strategies for growth

Process

Agreeing on a planning process and definitions

Priorities

Determining priorities for focus and investment

Relevance

Ensuring the plan addresses specific business-related issues

Resources

Increasing funding and other resources

Results

Setting specific, measurable outcomes

Values

Establishing and implementing a consistent set of values

Don't see your issue? Contact us or give us a call at 800.824.2850.


Strategic Planning Packages
Select the Right One for You or Customize Your Own!

View Detailed Package Info

Premier
5 days, mid-year update, travel, and more...

Standard
2 days, mid-year update, travel and more...

Streamlined
1 day, mid-year check-in, travel and more...

Phase I. Situation Assessment

Management Briefing to define Critical Issues

2 hour on-site

90 min teleconference

90 min teleconference

Planning Team meeting to develop the Assessment Plan

½ day on-site

90 min teleconference

(Identification of assessment needs is included in teleconference above)

Templates for your Briefing Book

Springboard Online! Access

All Planning Team Members

2 Planning Team Members

1 Planning Team Member

Phase II. Strategy Workshop

Strategy Sessions

Two 2-day strategy sessions (2-3 weeks apart)

One 2-day strategy session

One 1-day strategy session

Plan Documentation

 

View the Agendas

View the 2-day Agenda

View the 1-day Agenda

Phase III. Implementation and Monitoring

Staff Briefing to Review the Strategic Plan

2 hour on-site

Action Planning Meeting

1 day on-site

Strategy Dashboard to track monthly progress

Feedback session to review Strengths & Areas for Improvement

1 hour teleconference

1 hour teleconference

1 hour teleconference

6 Month Update

½ day on-site

½ day on-site

2 hr teleconference

You will...

Implement the plan and the communications plan

Monitor progress monthly using the dashboard

Hold a formal review every six months and reassess the plan as needed

Confirm the overall positioning and guiding principles

Determine the baseline, three-year targets and first year milestones for each objective

Hold a briefing session for your staff to review the strategic plan

Develop action plans for each priority strategy

Implement the plan and communications plan

Monitor progress monthly using the dashboard

Hold a formal review every six months and reassess the plan as needed

Confirm/develop the vision statement, positioning, and guiding principles

Determine the baseline, three-year targets and first year milestones for each objective

Finalize strategies and priorities

Hold a briefing session for your staff to review the strategic plan

Develop action plans for each priority strategy

Implement the plan and communications plan

Monitor progress monthly using the dashboard

Hold a formal review every six months and reassess the plan as needed

Add Situation Assessment Services to any Package
Includes employee survey, customer/stakeholder survey, industry trends, analysis of current performance, and a briefing book for every member of the planning team.

Experience the PDI Difference!

Whichever package you choose, you will receive the practical, dynamic and interactive facilitation that we call the PDI Difference!

Practical

Our facilitators focus on results. We will work with you to understand your key objectives and then carefully design the agenda and our facilitation methods to achieve your outcomes.

Dynamic

Our facilitators receive rave reviews for their energetic facilitation style. Their dynamic facilitation will energize the workshop and keep your team motivated and focused.

Interactive

Our facilitators use interactive techniques to engage and create buy-in. Throughout the workshop, we will have your planning group working in teams to identify issues, target outcomes and create strategies for action.

Tell Us about Your Strategic Planning Need

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Call Today for More Information: 800.824.2850