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   Module #3: Direction (Visionary Strategic Planning)

After we understand current reality, have a shared ownership of that current reality (step one), and are able to work together (step two) without the typical interpersonal issues that dramatically chip away at our organization's success; we now move toward developing a shared Visionary Strategic Plan (step three). We define where we are going together. We design and create our future.

This process involves a task team made up of the leadership of the firm plus representatives from other areas of the organization. The task team does the legwork but the dynamics of this step encourage the creation and ownership of a shared vision and strategic plan by everyone in the firm.

How this works is rather simple in theory but complex in its facilitation. Individuals are encouraged to write their vision for the firm with specifically assigned parameters and ingredients. They are encouraged to dream and create a wonderful stretch toward enhanced success. The individual visions are synthesized into a single vision that is circulated for input and comment. After sufficient input has been received, the vision is brought to closure and includes the major desires and a synthesis of the individual visions that are appropriate for the direction of your firm.

Once closure on the vision occurs there is a need to develop strategies and measurable goals to accomplish the vision. These measurable goals are supported by developing a strategic plan to accomplish those goals. All this is translated into a yearly business plan that includes specific accountability trails; who will do what by when. The accomplishments of the specific steps in reaching your vision are formally measured quarterly while improvement is looked for on a monthly basis. This kind of implementation and measurement ensures constant movement toward your Visionary Strategic Plan.

When you develop a shared vision like this it aligns energy, effort and resources. New hires are exposed to the corporate vision and hired based on their willingness to buy into the direction of the organization. Every one rallies around the shared vision so the future becomes a current reality. At that time a new vision is created for the next level of growth and direction.

The complexity in developing this vision is directly related to the number of people in the firm. Each phase of this process in step #3 needs to be carefully brought to closure. A rushed or dictated vision is not a shared vision. People will usually give greater energy toward a vision they have had a part in creating. Then they can feel a sense of ownership of it.

The process in step #3 often takes three to four sessions of work, each separated by four to six weeks. This allows for time to do "home work" and to live with the suggested piece, give input to that piece, then work toward synthesizing the new batch of input. Each session can take anywhere from a half a day in small firms and up to two days per session in large firms. At the close of this step there is a clear direction for the firm that aligns all of the marketing efforts, the decision-making, the efforts and energy of your people's work, and your resources.

Go to Module #4: Organization of System and Structure

If you want to know more about our 5-star business development module, schedule a free 45-minute consultation to get your questions answered by calling 800.792.1262.

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Module #1: An Assessment of Current Reality
The First Step Toward Success

Module #2: People (Interpersonal Training)
Ensuring That The Most Valuable Of All Resources, Your People, Can Work Well Together.

Module #3: Direction (Visionary Strategic Planning)
Through A Dynamic Process We Will Help You Create A Shared Visionary Strategic Plan.

Module #4: Efficiency (Organization of Systems and Structure)
Creating Greater Productivity and Profitability by  Defining an Organizational Structure and Efficient Management Systems.


Module #5: Effective Marketing (Growth & Delivery)
The Ability To Deliver A Product With Abundant Success.

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If you want to know more about our 5-star business development module, you can schedule a free 45-minute consultation to get your questions answered by calling 800.792.1262.

 


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