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  1. Helps to structure the strategic planning process in clear steps
  2. Provides a brief overview of key frameworks commonly used throughout the planning process


This document provides a holistic approach for undertaking strategic planning. While covering the traditional strategic planning approach, the document touches on adaptations that may be used in an unpredictable environment.


1. Strategic Planning Overview
•  Key questions and associated stages
•  Key stages and associated elements
•  Adaptation in an unpredictable environment
•  Strategy approaches

2. Strategic Planning Process
•  Main planning phases
•  Breakdown of main phases
•  Key planning activities and methods
•  Typical timeline for traditional strategic planning

3. Strategic Intent
•  Key elements of the Strategic Direction Statement
•  Strategy and culture
•  Goals vs objectives
•  Big Hairy Audacious Goal (BHAG)
•  Big Hairy Audacious Goal (BHAG) - examples

4. Stakeholder Analysis
•  Mapping the key stakeholders

5. Internal Analysis
•  Sources of competitive advantage
•  VRIO analysis
•  Porter's value chain

6. Environmental Analysis
•  PEST analysis sample factors
•  PEST analysis factors - summary slide
•  PESTEL analysis sample factors
•  PESTEL analysis factors - summary slide
•  Impact/uncertainty matrix
•  Scenario identification
•  Identified key scenarios descriptions - summary slide

7. Industry Analysis
•  Porter's five forces analysis
•  Porter's five forces analysis - key factors to consider
•  Porter's five forces analysis - summary slide
•  Industry life cycle
•  Industry life cycle with Porter's five forces

8. Market Analysis
•  The BCG portfolio matrix
•  The BCG portfolio matrix with characteristics
•  The BCG portfolio matrix - plotted
•  McKinsey/GE matrix
•  McKinsey/GE matrix - potential actions
•  McKinsey/GE matrix - plotted

9. Competitor Analysis
•  Competitor identification
•  Competitive benchmarking by relevant industry indicators
•  Competitive profile matrix (CPM)

10. Strategic Synthesis
•  Situation analysis drives strategy formulation and plans
•  SWOT analysis - key elements and actions
•  SWOT analysis - key questions to consider
•  SWOT analysis - potential factors to consider
•  SWOT analysis - summary slide
•  Internal Factor Evaluation (IFE) matrix
•  External Factor Evaluation (EFE) matrix

11. Strategy Formulation
•  Strategy levels - a typical large company
•  Strategy levels - a typical small company
•  Porter's generic strategies
•  Strategy types
•  SPACE matrix
•  Ansoff's matrix
•  Ansoff's matrix - potential actions
•  Blue ocean strategy
•  Risk management process
•  Risk rating matrix
•  Risks and contingencies

12. Strategy Implementation
•  McKinsey 7S model
•  Balanced scorecard
•  Balanced scorecard - cause and effect
•  Balanced scorecard - cascading strategies and objectives
•  Strategy map - strategic theme
•  Strategy map - sample objective, measures, targets and initiatives
•  Objectives vs goals
•  Objectives - SMART
•  Initiative action plan

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Source: Strategic Planning: Process, Key Frameworks, and Tools PowerPoint document

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Strategic Planning: Process, Key Frameworks, and Tools

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File Type: PowerPoint (pptx)

File Size: 407.5 KB

Number of Slides: 79 (includes cover, transition slides)

Related Topic(s): Strategic Planning Consulting Frameworks Strategy Frameworks

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Initial upload date (first version): Aug 21, 2020
Most recent version published: Dec 4, 2020

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