Strategic Planning is an annual process organizations conduct to plan their near-, mid-, and long-term strategies. A robust Strategic Planning process arms the organization with clearly defined strategic objectives across all time horizons and prepares the organization for successful Strategy Development and Execution.
Strategic Planning is a crucial process, but often poorly executed, leading to poor translation from Strategy to Execution. Through this article, we hope you will not only understand the purpose and scope of Strategic Planning, but also have a firm grasp of how to effectively and efficiently execute and manage the full Strategy process, from Planning to Execution.
This article breaks the full Planning to Execution processes into 3 sections. You can click on the links below to jump to the corresponding section. However, we recommend you read the full article from top to bottom, at least initially.
For each section, we will highlight important concepts core to the topic, as well as direct you to relevant resources for further understanding. You will understand the purpose of each phase and be armed with useful business frameworks to properly structure your strategic analyses and implementation approach.Per Wikipedia, we can define Strategic Planning as:
In most organizations, executives complain that their Strategic Planning is overly bureaucratic, insufficiently insightful, and doesn’t accommodate today's rapidly changing, digital markets. To combat these issues, we can follow these 3 steps of Strategic Planning:
Let’s dive a little deeper into each of these 3 steps of Strategic Planning.
The 3 time horizons we want to explore can be defined as short term (1-year timeframe), medium term (3-5 years timeframe), and long term (5+ years). Each horizon is uniquely considered and has different objectives.

Most organizations repeat the same Strategic Planning process year after year. This leads to a situation where year after year, the usefulness of the Strategic Planning process deteriorates, as most analyses become adjustments of last year’s analyses. There is a stagnation of effectiveness. The same inputs lead to similar conclusions and creativity is sapped from the sessions.
So, how do we break this type of cycle and behavior? The answer is to encourage productive and stimulating Strategic Dialogue by asking different questions. Great strategists need to learn the “art of questioning.” Here are a few guiding principles around this regard:
Once the right questions are selected, we can have teams address these questions. These teams will design novel, relevant analyses, amass new knowledge, and develop strategic recommendations. Remember, as well, question-driven strategic dialogue is an iterative process.
Organizations that engage a broad, decentralized group (of both internal and external) stakeholders in their strategic development efforts yield stronger results than organizations that leave strategy in the hands of a small, centralized team.
Involving a broad group prevents groupthink. We should involve folks from different backgrounds, generations, and geographies. This is more likely to surface alternative ideas and perspectives. It is common to also engage participants external to the organization—e.g., customers, suppliers, consultants.
This approach improves our strategic “peripheral vision.” In other words, it makes us more adept in spotting both opportunities and risks early.
It is also important to engage stakeholders early on, as this increases buy-in, which helps with the Strategy Execution process later on.
For business frameworks on Strategic Planning:
With the right process in place for a productive and robust Planning, we now need to ensure we have the right tools and philosophies to formulate a well thought out Strategy that is appropriate for our competitive and organizational situation.
The good news is there’s a plethora of research and consultative frameworks on Strategy Development and Strategic Thinking, perhaps more so than any other management topic. There are literally 100s of Strategy Development frameworks developed by strategists, academics, and consulting firms.
This is also the bad news. As there are so many tools available, it can be difficult to determine what the right approach is for our organization.
To help navigate through the available tools, let’s take a look at the Strategy Framework Canvas (SFC). The SFC is a unifying choice framework that guides us in selecting the appropriate Corporate Strategy for the circumstances at hand and execute it effectively. This model is particularly useful for large organizations that are now stretched across a more diverse and faster-changing range of business situations.
This 54-slide presentation introduces 12 powerful business frameworks spanning both Strategy Development and Strategy Execution. Topics covered include: Porter's Five Forces, Product Lifecycle, Consumer Adoption Curve, BCG Matrix, SWOT, PEST, Marketing Mix, etc.
SFC identifies 5 distinct archetypal approaches to strategy:
The Classic approach is the most common approach. In this situation, the market is predictable, basis of competition is stable, and strategy is sustainable.
Classic strategy is achieved through sustainable Competitive Advantage by positioning our organization optimally in an attractive market. Since the basis of Competitive Advantage within these environments is known and non-malleable, advantage can be based on superior scale, differentiation (or, equivalently, scale within a narrower market segment), or superior capabilities.
The most well-known Strategy frameworks are the Classics, such as:
We use the Adaptive approach when the environment is neither predictable nor malleable. There is continuous disruption in the market.
Unlike the Classic approach of sustainable Competitive Advantage, the foundation to the Adaptive approach to strategy is the notion of serial temporary advantage. Within unpredictable and non-malleable environments, the emphasis is on continuous experimentation and real-time adjustment—as opposed to long-term analysis and planning. Because advantage is temporary, we focus on means and not ends.
Examples of Adaptive frameworks include:
We take the Visionary approach when we can reliably create or re-create an environment by some degree of predictability by seeing an opportunity and pursuing it single-mindedly.
Visionary approaches are most frequently associated with entrepreneurial start-ups. However, large organizations, such as Google, also drive Visionary Strategy through Corporate Entrepreneurship programs. Corporate Entrepreneurship is the process by which teams within an established organization conceive, develop, launch, and manage a new business that is distinct from the parent organization by leveraging the parent organization's resources.
Examples here include:
The Leader Approach is used when the environment is unpredictable, but malleable. We can shape or re-shape the whole industry.
A Leader approach both permits and requires an organization to collaborate with others in a diverse ecosystem that distributes risk, supplies complementary capabilities and resources, and builds the market quickly through strength in numbers.
Examples of Leader frameworks include:
Lastly, the Renewal strategy approach is used when the environment is harsh. This type of strategy aims to restore the vitality and competitiveness of the organization.
In such a harsh environment, the existing circumstances prevent the current way of doing business from being sustainable. The first step is to change course to preserve and free up resources.
Examples here include any type of the following:
Once we determine the type of Strategy approach to take, the next step is to adopt a Strategy Development framework most befitting our organization. The Corporate Strategy Framework is a structured approach that organizations use to develop and implement their overall strategic direction. It provides a framework for making strategic decisions and aligning various elements of the organization to achieve its long-term goals and objectives.
Key considerations when developing a Strategy Plan should include:
The Strategic Analysis and Strategy Formulation process typically also involves a SWOT (strengths, weaknesses, opportunities, and threats) Analysis. Conducting a SWOT allows us to analyze the internal and external factors that can affect the success of the organization. Strengths and weaknesses are internal factors, while opportunities and threats are external factors. By identifying these factors, we can develop strategies to maximize our strengths, minimize our weaknesses, take advantage of opportunities, and protect against threats.
For business frameworks on Strategy Development:
The Strategy Chessboard (listed above) is another holistic Strategy framework, similar to the SFC. For even more materials on specific Strategy frameworks, take a look at our Strategy Development Stream (here) and the Flevy Marketplace (here).
Strategy without Execution is merely theory. Every organization has a Strategy. But, did you know the majority of strategies fail?
Numerous studies from top consulting firms (including McKinsey, Bain, BCG) and Harvard Business Review have shown approximately 70% of strategies fail due to poor execution. Furthermore, organizations only realize about 60% of their strategies’ value.
This gap between the Strategic Plan and actual performance results is called the Strategy-Execution Gap.

For most organizations, their projected performance based on business Strategic Planning forecasts follow a “venetian blinds” pattern. In other words, when each year’s performance projections are viewed side by side, the resulting diagram resembles a series of diagonal venetian blinds. This pattern signifies a deeper issue of an institutional practice of setting unrealistic goals, which has damaging impacts to the organization’s culture.
This performance gap between Strategic Planning and Strategy Execution can arise due to various reasons, including inadequate communication and alignment within the organization, insufficient resources or capabilities, lack of clear accountability and ownership, resistance to change, ineffective performance measurement and monitoring, and failure to adapt to unforeseen circumstances, among others.
Additionally, a gap can occur when there is a disconnect between the strategic plan's goals and the day-to-day activities of employees.
Bridging this gap requires a concerted organizational effort led by effective leadership. To achieve this, here are 3 guiding principles to follow to close the Strategy-Execution Gap.
In most organizations, Strategy is a highly abstract concept, often misused to be synonymous with vision or aspiration. It is likewise something that’s not easily communicated or translated into action. Resultantly, without a link between strategy and performance cannot be drawn, because the strategy itself is not sufficiently coherent and concrete.
On the other hand, high-performing organizations avoid long, drawn-out descriptions of lofty goals. Instead, they utilize clear, succinct language describing their course of action. By being very clear on what the strategy is and isn’t, we can keep all employees headed in a unified direction.
To be productive, the dialogue between corporate and the business unit about market assumptions must be conducted within a rigorous framework. Here are some frameworks available on Flevy:
The specific framework used to ground our Strategic Planning isn’t the most important. What is critical is that the framework establishes a common language for dialogue between corporate and the business units—one that also unifies and the strategy, marketing, and finance teams.
Without such a framework, it is difficult for management to determine whether the financial projections are reasonable and realistic. Thus, management can’t know with confidence whether performance shortfall stems from poor execution or a poor plan
High performing organizations utilize real-time performance tracking. They continuously monitor resource deployment patterns and their results against plans, leveraging continuous feedback to reset planning assumptions and reallocate resources accordingly. This real-time approach allows management to identify and find flaws in the plan, as well as shortfalls in execution—and to avoid confusing one with the other.
Continual performance monitoring is particularly important in highly volatile industries. In such environments, events outside the organization’s control can render a plan useless.
View frameworks specific to Performance Management.
Many of the concepts in this article are summarized in this explainer video produced by Flevy:
Furthermore, the 3 documents below highlight the core concepts of Strategic Planning, Strategy Development, and Strategy Execution discussed in this article. To develop Expertise and achieve Excellence in Strategy, we recommend taking a look at our Strategy Development Stream offering.
Source: Best Practices in Strategic Planning, Strategy Framework Canvas (SFC), Closing the Strategy-to-Performance Gap
[Full source materials below]
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Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
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Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
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Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
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Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
|
|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
|
|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
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Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
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|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
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|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
|
|
Best Practices in Strategic Planning
This framework presents an overview approach to the Strategic Planning process, along with 4 Strategic Planning best practices to ensure effective Business Strategy Planning that leads to successful Strategy Execution. Specific topics covered include the 3 Strategy Time Horizons, Strategic Dialogue, Art of Questioning, Strategic Initiatives, Strategy Dashboard, among others. |
$25.00
|
|
Strategy Framework Canvas (SFC)
The SFC is a tool to help navigate through the sea of existing strategy frameworks. Since the 1950s, corporate strategy thinking has been evolving--new strategy frameworks are introduced each year. Today, there are literally 100s of strategy frameworks that have been developed by strategists, academics, and consulting firms. The SFC is a unifying choice framework that guides us in selecting the appropriate strategy for the circumstances at hand and execute it effectively. |
$49.00
|
|
Closing the Strategy-to-Performance Gap
This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities. By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance. |
$25.00
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Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
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Explore the Top 100 Best Practices on Strategy & Transformation
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Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Revenue Growth Strategy for Boutique Hospitality Firm
Scenario: The organization is a boutique hospitality provider specializing in luxury experiences, facing competitive pressures in a saturated market.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
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"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor ... [read more] the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox. "
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– David Coloma, Consulting Area Manager at Cynertia Consulting
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"Flevy is our 'go to' resource for management material, at an affordable cost. The Flevy library is comprehensive and the content deep, and typically provides a great foundation for us to further develop and tailor our own service offer."
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Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Revenue Growth Strategy for Boutique Hospitality Firm
Scenario: The organization is a boutique hospitality provider specializing in luxury experiences, facing competitive pressures in a saturated market.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
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Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Revenue Growth Strategy for Boutique Hospitality Firm
Scenario: The organization is a boutique hospitality provider specializing in luxury experiences, facing competitive pressures in a saturated market.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
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"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for ... [read more] the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "
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"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."
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"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."
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"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.
The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision." – Dennis Gershowitz, Principal at DG Associates
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Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
|
|
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."
– Trevor Booth, Partner, Fast Forward Consulting
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|
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor ... [read more] the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox. "
– Michael Duff, Managing Director at Change Strategy (UK)
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|
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
|
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|
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."
– David Coloma, Consulting Area Manager at Cynertia Consulting
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"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten. In today's environment where there are so ... [read more] many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work. "
– Omar Hernán Montes Parra, CEO at Quantum SFE
|
Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
Please login here to save this document to a list.
If you don't have an account, you can register for free here.
This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
|
|
"One of the great discoveries that I have made for my business is the Flevy library of training materials.
As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy ... [read more] usually has just what I need to make my point.
"
It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients. – Ed Kemmerling, Senior Lean Transformation Expert at PMG
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"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."
– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
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|
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor ... [read more] the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox. "
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"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."
– Michael Evans, Managing Director at Newport LLC
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"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten. In today's environment where there are so ... [read more] many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work. "
– Omar Hernán Montes Parra, CEO at Quantum SFE
|
|
|
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
|
Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
Please login here to save this document to a list.
If you don't have an account, you can register for free here.
This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
|
|
"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for ... [read more] the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "
– Jim Schoen, Principal at FRC Group
|
|
|
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."
– Michael Evans, Managing Director at Newport LLC
|
|
|
"One of the great discoveries that I have made for my business is the Flevy library of training materials.
As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy ... [read more] usually has just what I need to make my point.
"
It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients. – Ed Kemmerling, Senior Lean Transformation Expert at PMG
|
|
|
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor ... [read more] the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox. "
– Michael Duff, Managing Director at Change Strategy (UK)
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|
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact ... [read more] that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.
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I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me. Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current. Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world. – Roberto Pelliccia, Senior Executive in International Hospitality
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"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
|
|
|
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."
– Trevor Booth, Partner, Fast Forward Consulting
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|
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."
– David Coloma, Consulting Area Manager at Cynertia Consulting
|
Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
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Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
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Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
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"
I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me. Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current. Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world. – Roberto Pelliccia, Senior Executive in International Hospitality
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Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Please login here to save this document to a list.
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This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
|
|
"As a consultant requiring up to date and professional material that will be of value and use to my clients, I find Flevy a very reliable resource.
The variety and quality of material available through Flevy offers a very useful and commanding source for information. Using Flevy saves me time, enhances my expertise and ends up being a good decision." – Dennis Gershowitz, Principal at DG Associates
|
|
|
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me ... [read more] in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success. "
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"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"
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Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten. In today's environment where there are so ... [read more] many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work. "
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Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
Please login here to save this document to a list.
If you don't have an account, you can register for free here.
This framework explains the Strategy-to-Performance Gap (also called the Strategy-Execution Gap), its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
Find documents of the same caliber as those used by top-tier consulting firms, like McKinsey, BCG, Bain, Deloitte, Accenture.
Our PowerPoint presentations, Excel workbooks, and Word documents are completely customizable, including rebrandable.
Save yourself and your employees countless hours. Use that time to work on more value-added and fulfilling activities.
Explore the Top 100 Best Practices on Strategy & Transformation
|
|
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."
– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
|
|
|
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.
Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten. In today's environment where there are so ... [read more] many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work. "
– Omar Hernán Montes Parra, CEO at Quantum SFE
|
|
|
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."
– Trevor Booth, Partner, Fast Forward Consulting
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|
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact ... [read more] that it is not at all just a repository of documents/resources but, in the way that David and his team manage the firm, it is like dealing with consultants always ready to assist, advise and direct you to what you really need, and they always get it right.
"
I am an international hospitality accomplished senior executive who has worked and lived during the past 35 years in 23 countries in 5 continents and I can humbly say that I know what customer service is, trust me. Aside from the great and professional service that Flevy's team provide, their wide variety of material is of utmost great quality, professionally put together and most current. Well done Flevy, keep up the great work and I look forward to continue working with you in the future and to recommend you to a variety of colleagues around the world. – Roberto Pelliccia, Senior Executive in International Hospitality
|
|
|
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."
– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
|
|
|
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me ... [read more] in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success. "
– Bill Branson, Founder at Strategic Business Architects
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"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."
– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
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"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."
– David Harris, Managing Director at Futures Strategy
|
Corporate Strategy Redesign for a Global Retailer
Scenario: A global retail organization has been facing declining revenues and shrinking market share over the past two years.
Strategic Growth Plan for Aerospace Components Manufacturer in High-Tech Sector
Scenario: The organization is a leading manufacturer of aerospace components in the high-tech sector struggling to align its operations with the rapidly evolving demands of the industry.
Global Market Penetration Strategy for High-End Furniture Retailer
Scenario: The organization, a high-end furniture retailer, is at a pivotal juncture in its strategy development due to a 20% decline in traditional sales channels over the past 2 years.
Transformation Strategy for Wood Product Manufacturing in North America
Scenario: A mid-size wood product manufacturer in North America faces significant challenges in strategy development due to a 20% decline in market share and increased operational costs.
Strategic Revitalization for Hospitality Firm in Competitive Landscape
Scenario: A mid-sized hospitality firm operating in a highly competitive urban market is facing stagnation in its market share and profitability.
Pharmaceutical Market Entry Strategy for Specialty Biotech Firm
Scenario: The organization is a specialty biotech company with a strong research and development pipeline, but it is facing difficulties in entering new pharmaceutical markets.
Strategic Planning Revamp for Electronics Manufacturer in High-Tech Sector
Scenario: The organization in question is a mid-sized electronics manufacturer specializing in consumer gadgets within the high-tech sector.
Direct-to-Consumer Strategy Blueprint for Sustainable Food Brand
Scenario: The organization in focus operates within the direct-to-consumer (D2C) niche of the food and beverage industry, specializing in sustainable and organic products.
Strategic Planning Revamp for Boutique Hospitality Firm
Scenario: The organization in question operates a series of boutique hotels in North America and has recently encountered stagnation in market share growth.
Aerospace Market Entry Strategy for Commercial Satellite Firm
Scenario: The organization is a commercial satellite company in the aerospace industry, facing challenges in expanding its market share.
Strategic Development Initiative for a Global Education Provider
Scenario: The organization is a global education provider grappling with digital transformation and market diversification.
Automation Strategy for Financial Services in Digital Banking
Scenario: A leading financial services organization specializing in digital banking is in the midst of a critical phase of strategy development, aimed at enhancing its competitiveness in the rapidly evolving fintech sector.
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Most organizations only realize 60% of their strategies’ potential value due to issues in strategy development and/or execution. This gap between the strategic plan and actual performance results is known as the Strategy-to-Performance Gap.
This presentation explains the Strategy-to-Performance Gap, its root causes, as well as identifies 7 rules to follow to close this gap. These rules allow an organization to objectively assess any performance shortfall and determine whether it originates from the strategy, the plan, the execution, or its employees’ capabilities.
The 7 rules are:
1. Keep it simple—make it concrete.
2. Debate assumptions, not forecasts.
3. Use a rigorous framework—speak a common language.
4. Discuss resource allocation early.
5. Clearly identify priorities.
6. Continuously monitor performance.
7. Reward and develop execution capabilities.
By closing the Strategy-to-Performance Gap, organizations also eventually develop a culture of overperformance.
This PPT delves into the root causes of the Strategy-to-Performance Gap, identifying five primary reasons why organizations fail to achieve their strategic potential. These include inadequate resources, poorly communicated strategies, and unclear accountabilities. The analysis is backed by data from a Harvard Business Review study, providing a solid foundation for understanding the magnitude of performance loss.
The presentation also highlights the "venetian blinds" pattern, a common issue where annual performance projections consistently fall short of actual results. This pattern underscores the institutional practice of setting unrealistic goals, which can erode organizational culture and morale. By addressing these systemic issues, companies can better align their strategic objectives with achievable performance targets.
Lastly, the document outlines actionable steps to close the Strategy-to-Performance Gap. These steps include rigorous performance tracking, debating assumptions rather than forecasts, and fostering a culture of accountability. By implementing these strategies, organizations can significantly enhance their ability to execute plans effectively, thereby unlocking greater value and achieving sustained overperformance.
Got a question about this document? Email us at flevypro@flevy.com.
This PPT slide template addresses the issue of performance bottlenecks in organizational performance management. Many organizations set overly ambitious performance targets, leading to misattribution of shortfalls to unrealistic projections. When targets are realistic, management often lacks early warning signals due to inadequate tracking of key performance indicators and insufficient feedback mechanisms. This results in unawareness of whether critical actions were executed properly or if resources were allocated effectively. Accurate information on performance dynamics is essential for timely corrective actions. Organizations must enhance performance tracking and strategic planning processes to bridge the gap between strategy and execution, enabling proactive identification and resolution of bottlenecks and fostering a culture of accountability and continuous improvement.
This PPT slide template outlines 5 key issues contributing to the strategy-to-performance gap in organizations. First, a failure to monitor performance against long-term objectives leads to misalignment between strategic goals and operational execution. Second, multi-year results often fall short of projections due to unrealistic forecasting or unaccounted market changes. Third, communication challenges result in significant value loss, as critical information may not be effectively conveyed across departments. Fourth, performance bottlenecks often remain hidden from top management, preventing the resolution of underlying issues. Finally, this gap fosters a culture of underperformance, reinforcing inefficiencies as teams operate below their potential. Addressing these issues is essential for improving strategic execution and organizational performance.
This PPT slide template addresses the issue of underperformance in organizations, focusing on the challenge of multi-year results failing to meet projections, akin to "venetian blinds" that obscure financial forecasting clarity. Unreliable forecasts hinder management's ability to secure capital approval for strategic initiatives, leading to misaligned resource allocation and long-term investments that undermine strategic goals. Additionally, inaccurate assessments of business unit value can result in retaining underperforming units, diminishing shareholder value. The slide also highlights reputational risks; incorrect forecasts can erode analyst and investor confidence, prompting CFOs to impose contingencies that complicate planning and obscure true performance. Reliable financial data is essential for effective decision-making and enhanced organizational performance.
Source: Closing the Strategy-to-Performance Gap PowerPoint (PPTX) Presentation Slide Deck, PPT Lab
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