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This template is designed to involve those closest to and actually carrying out the work in planning strategic enhancements to organizational missions, goals, structures and processes, etc. Team members feel a greater sense of ownership as they participate in planning that potentially impacts and transforms their work. Team members are involved in creating and committing to improvements and changes which can result in increased job satisfaction, morale and organizational success. Every team member reviews and agrees upon client care commitments and defines how greater success will be achieved over the next 12 to 18 months. Several tools are also provided for managing and reporting on projects. The planning is organized so that each step builds on the previous one. This helps team members build confidence as the planning progresses. The end product is a "roadmap" to success for the entire team that is regularly reviewed and updated.
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Source: Best Practices in Strategic Planning PDF: Financial Advising Practice Strategic Planning Template PDF (PDF) Document, Karen Reitor, Communique Productions Inc
ABOUT THE AUTHOR: KAREN REITOR, COMMUNIQUE PRODUCTIONS INC
Since 1985, Communique Productions has worked with over 175 clients and completed over 3000 talent development and management consulting projects. Karen Reitor, President and Founder, is a Certified Management Consultant and a Certified Professional in Learning and Performance.
Communique is an Accredited Provider certified by the International Association of Continuing Education and Training and also is certified as a Woman-Owned and a Small Business Enterprise.
Using a signature learner-centered and activities-based approach to talent development, Communique has consistently succeeded to helping bridge organizations from where they are to where they want to be. We have a reputation for assisting organizations in addressing complex and long-unresolved issues associated with transforming organizations through their people.
Sample clients include the City of Cincinnati, Ameriprise Financial, LensCrafters/EyeMed, Cincinnati Bell, CSX Transportation and many other small to mid-sized organizations.
Karen Reitor, Communique Productions Inc has published 85 additional documents on Flevy.
This business document is categorized under the function(s): Organization, Change, & HR Strategy, Marketing, & Sales
It applies to Financial Advising Services
File Size: 497.3 KB
Number of Pages: 21
Related Topic(s): Strategic Planning
Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.
Initial upload date (first version): Mar 11, 2020
Most recent version published: Mar 13, 2020
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