Strategic Planning Toolkit for Effective Strategy Implementation

Companies often struggle with defining and executing their strategy, leading to underperformance. The Strategic Planning Toolkit, created by ex-McKinsey, Deloitte, and BCG consultants, offers tools, frameworks, templates, and expert guidance to help organizations improve their strategic planning capabilities through a 4-phase approach: project setup, data analysis, strategy definition, and progress tracking. This comprehensive toolkit aims to empower users to become strategic planning experts and achieve their organizational goals effectively.

• Strategic Planning
• Toolkit
• Strategy Implementation
• Management Consultants
• Frameworks

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1. Strategic Planning Toolkit Created by ex-McKinsey, Deloitte & BCG Management Consultants. 1

2. Problem Most companies struggle to be good at both defining and executing their strategy. These companies usually underperform and never really reach their full potential. Companies that are in this quadrant totally outperform their competitors, in terms of both profit growth and total shareholder return. Strategy/Execution matrix But being good at both defining and executing a corporate and business strategy is challenging, with only a minority of companies able to do it. About 30% of companies have a good strategy but poor execution* About 10% of companies have a good strategy and good execution* Good Strategy About 30% of companies have a poor strategy and poor execution* About 30% of companies have a poor strategy but good execution* Poor Poor Good Execution As we often say in the corporate world, Strategy without execution is a dream. And execution without a strategy is a nightmare! . 2 *Based on the experience of our management consultants advising 200+ companies over the past 20 years

3. Our Solution Our management consulting firm decided to create a Strategic Planning Toolkit that will help you define and implement the corporate and business strategy of your organization (or your client if you are a management consultant). The Strategic Planning Toolkit includes: Tools Frameworks Templates Toolkit Support from Tier-1 Management Consultants Step-by-step Tutorials Best Practices Real-life Examples 3

4. Objectives The Strategic Planning Toolkit includes frameworks, tools, templates, tutorials, real-life examples, and best practices to help you: Improve your Strategic Planning capability, and become the subject matter expert of your organization with a simple and comprehensive 4-phase strategic planning approach: (I) Set up your strategic planning project, (II) Gather & analyze data and provide key insights, (III) Define your strategic plan, and (IV) Implement, Track & Manage Progress (I) Set up your strategic planning project: (1) Strategic planning team, (2) Guiding principles, (3) Strategic plan structure, (4) Strategic plan key inputs, (5) Strategic planning project plan (II) Gather & analyze data and provide key insights: (1) Market analysis, (2) Competitor analysis, (3) Customer feedback, (4) Company data analytics team, (5) Employee feedback, (6) Executive feedback, (7) SWOT summary of the key business insights (III) Define your strategic plan: (1) Mission, vision and values, (2) Strategy map including the strategic objectives to reach our vision, (3) Balanced scorecard including the key performance indicators linked to the strategic objectives, (4) List of potential initiatives to reach our strategic objectives, (5) Business cases and financial models to help us prioritize our list of potential projects, (6) Project prioritization, (7) Business roadmap including our prioritized projects (IV) Implement, Track & Manage Progress: (1) Governance, (2) Dashboards, (3) Projects plans, (4) Project implementation: Agile, Design thinking and Traditional methodologies, (5) Quarterly update of the strategic plan based on new data, (6) Post projects evaluation and lessons learnt, (7) Post strategic planning evaluation and lessons learnt 4

5. Framework The Strategic Planning Toolkit helps executives, consultants and entrepreneurs define and implement their Mission, Vision, Values Strategic Objectives, and Key Initiatives Mission, Vision and Values Strategic Objective #1 Strategic Objective #2 Strategic Objective #3 Key Performance Indicators and Targets Key Performance Indicators and Targets Key Performance Indicators and Targets Key initiatives Key initiatives Key initiatives Human and Financials Resources Human and Financials Resources Human and Financials Resources 5

6. 4-phase approach The Strategic Planning Toolkit includes a 4-phase approach that we have built and refined over the past 20 years through constant trial and error. The good news is that you don t have to waste your time and money going through that lengthy trial-and-error process. You can simply leverage our work and customize it based on the specificities of your organization. I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 6

7. 4-phase approach Each phase includes multiple steps. The Toolkit will dip dive in which one of them. I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 1. Strategic planning team 1. Market analysis 1. Mission, vision and values 1. Governance 2. Guiding principles 2. Competitor analysis 2. Strategy map including the strategic objectives to reach our vision 2. Dashboards 3. Strategic plan structure 3. Customer feedback 3. Projects plans 4. Strategic plan key inputs 4. Company data analytics team 4. Project implementation 3. Balanced scorecard including the key performance indicators linked to the strategic objectives 5. Strategic planning project plan 5. Employee feedback Agile methodology 6. Executive feedback Design Thinking 4. List of potential initiatives to reach our strategic objectives 7. SWOT summary of the key business insights Traditional methodology 5. Quarterly update of the strategic plan based on new data 5. Business cases and financial models to help us prioritize our list of potential projects 6. Post projects evaluation and lessons learnt 6. Project prioritization 7. Post strategic planning evaluation and lessons learnt 7. Business roadmap including our prioritized projects 7

8. In the next slides, youll see a small preview of Phase I I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 1. Strategic planning team 1. Market analysis 1. Mission, vision and values 1. Governance 2. Guiding principles 2. Competitor analysis 2. Strategy map including the strategic objectives to reach our vision 2. Dashboards 3. Strategic plan structure 3. Customer feedback 3. Projects plans 4. Strategic plan key inputs 4. Company data analytics team 4. Project implementation 3. Balanced scorecard including the key performance indicators linked to the strategic objectives 5. Strategic planning project plan 5. Employee feedback Agile methodology 6. Executive feedback Design Thinking 4. List of potential initiatives to reach our strategic objectives 7. SWOT summary of the key business insights Traditional methodology 5. Quarterly update of the strategic plan based on new data 5. Business cases and financial models to help us prioritize our list of potential projects 6. Post projects evaluation and lessons learnt 6. Project prioritization 7. Post strategic planning evaluation and lessons learnt 7. Business roadmap including our prioritized projects 8

9. Our strategic planning team includes a leadership team, a core team and a measurement team Leadership Team Core Team Measurement Team Role Role Role Champion the strategic planning process Lead the execution of the strategic planning process Develop detailed definition of the key performance indicators (KPIs) Participate in workshops Develop the strategic plan Identifies data sources Make strategic decisions Lead the measurement team Update regularly the KPIs dashboard Approve the strategic plan Provide resources and support to the core team and the measurement team Who? Who? Insert name Insert name Insert name Insert name Who? Insert name Insert name Insert name Insert name Insert name 9

10. Best Practices Our strategic planning team includes a leadership team, a core team and a measurement team Leadership Team Core Team Measurement Team Role Role Role Champion the strategic planning process Lead the execution of the strategic planning process Develop detailed definition of the key performance indicators (KPIs) Participate in workshops Develop the strategic plan Identifies data sources Make strategic decisions Lead the measurement team Update regularly the KPIs dashboard Approve the strategic plan Provide resources and support to the core team and the measurement team Who? Who? Insert name Insert name Insert name Insert name Who? Insert name Insert name Insert name Best practice: the core team should include executives or experienced mid-level managers representing the different Business units. It should also include the management consultants leading the process. These management consultants can be from your internal management consulting team (if you have one) or from an external management consulting firm. Insert name Best practice: The leadership team should include members of the executive committee and some of their direct reports. Best practice: The measurement team should include finance managers and data analytics managers Insert name 10

11. Strategic planning team organizational chart Person accountable CEO [Insert name] Leadership Team Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Core Team Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Measurement Team Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] Insert role [Insert name] 11

12. Real-life example Strategic planning team organizational chart Person accountable CEO [Insert name] Leadership Team Chief Strategy Officer [Insert name] Chief Human Resources Office [Insert name] Chief Marketing Officer [Insert name] Chief Financial Officer [Insert name] Chief Operating Officer [Insert name] Chief Digital Officer [Insert name] Core Team Senior Management consultant [Insert name] Management consultant [Insert name] Management consultant [Insert name] Strategy Executive [Insert name] Executive [Insert name] Executive [Insert name] Measurement Team Data analytics Manager [Insert name] Finance Executive [Insert name] Finance Manager [Insert name] Data Analyst [Insert name] Data Analyst [Insert name] Data Analyst [Insert name] 12

13. Real-life example We identified 5 [insert your own number] strategic planning guiding principles 1 Engage as many people as possible from our organization. The more people we engage in defining the strategic plan, the more people will be involved in its execution. Stakeholder engagement 2 Create a shared vision up front, so everyone is clear on what we want to achieve. Shared vision 3 Ensure perfect alignment between your mission, vision, strategic objectives and initiatives. Strategic alignment 4 Prioritize rigorously so you are clear on what the company should do, and even more importantly, what the company should not do. Focus 5 Ensure that our strategic plan is not written is stone. The strategic plan should evolve incrementally each time new data and insights have been identified. Iterative process 13

14. See below 4 screenshots from Phase I. Strategic Plan Key Inputs Data Gathering Process Strategic Plan Structure Strategic Planning Project 14

15. In the next slides, youll see a small preview of Phase II I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 1. Strategic planning team 1. Market analysis 1. Mission, vision and values 1. Governance 2. Guiding principles 2. Competitor analysis 2. Strategy map including the strategic objectives to reach our vision 2. Dashboards 3. Strategic plan structure 3. Customer feedback 3. Projects plans 4. Strategic plan key inputs 4. Company data analytics team 4. Project implementation 3. Balanced scorecard including the key performance indicators linked to the strategic objectives 5. Strategic planning project plan 5. Employee feedback Agile methodology 6. Executive feedback Design Thinking 4. List of potential initiatives to reach our strategic objectives 7. SWOT summary of the key business insights Traditional methodology 5. Quarterly update of the strategic plan based on new data 5. Business cases and financial models to help us prioritize our list of potential projects 6. Post projects evaluation and lessons learnt 6. Project prioritization 7. Post strategic planning evaluation and lessons learnt 7. Business roadmap including our prioritized projects 15

16. Target Market Size & Growth Replace this text with the key takeaway of this Powerpoint slide. Description: Insert your own text Size: Insert your own text Growth: Insert your own text Total Available Market (TAM) Description: Insert your own text Size: Insert your own text Growth: Insert your own text Serviceable Available Market (SAM) Description: Insert your own text Size: Insert your own text Growth: Insert your own text Target Market Market Share Description: Insert your own text Size: Insert your own text Growth: Insert your own text 16

17. Tutorial Target Market Size & Growth Replace this text with the key takeaway of this Powerpoint slide. TAM refers to the global revenue opportunity available for a product or service. Some sources of information such as government data, trade associations, financial data from major players and customer surveys should help you to provide a rough estimation. Description: Insert your own text Size: Insert your own text Growth: Insert your own text (TAM) that you can actually serve Total Available Market (TAM) SAM refers to the percentage of the Total Available Market Description: Insert your own text Size: Insert your own text Growth: Insert your own text market your products to Serviceable Available Market (SAM) Target market refers to the group of customers that you want to Description: Insert your own text Size: Insert your own text Growth: Insert your own text Your market share refers to a percentage of your target market Target Market Market Share Description: Insert your own text Size: Insert your own text Growth: Insert your own text 17

18. Competitor Identification Replace this text with the key takeaway from this PowerPoint slide. 1. Key National Competitors 2. Key International Competitors Competitor A Competitor E Competitor B Competitor F Competitor C Competitor G Competitor D Competitor H 3. Substitutes 4. New Entrants Competitor I Competitor L Competitor J Competitor M Competitor K Competitor N Competitor O 18

19. Competitor Comparison (2/2) Replace this text with the key takeaway of this Powerpoint slide. Insert title Insert company name 20 Gaining market share 15 Company Growth (%) Insert company name Average market growth 10 Insert company name Losing market share 5 Insert company name 0 -5 0 10 20 30 40 50 60 Market Share (%) 19

20. See below 4 additional screenshots from Phase II. Market profitability Business Insights Summary Strategic Planning Project - Phase 2 Methods for Gathering Feedback 20

21. In the next slides, youll see a small preview of Phase III I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 1. Strategic planning team 1. Market analysis 1. Mission, vision and values 1. Governance 2. Guiding principles 2. Competitor analysis 2. Strategy map including the strategic objectives to reach our vision 2. Dashboards 3. Strategic plan structure 3. Customer feedback 3. Projects plans 4. Strategic plan key inputs 4. Company data analytics team 4. Project implementation 3. Balanced scorecard including the key performance indicators linked to the strategic objectives 5. Strategic planning project plan 5. Employee feedback Agile methodology 6. Executive feedback Design Thinking 4. List of potential initiatives to reach our strategic objectives 7. SWOT summary of the key business insights Traditional methodology 5. Quarterly update of the strategic plan based on new data 5. Business cases and financial models to help us prioritize our list of potential projects 6. Post projects evaluation and lessons learnt 6. Project prioritization 7. Post strategic planning evaluation and lessons learnt 7. Business roadmap including our prioritized projects 21

22. Real-life example Strategy map including our Strategic Objectives Perspective Strategic objectives Increase profit Increase revenue Decrease Costs Financial Increase revenue per customer Decrease variable cost Increase number of customers Decrease fixed cost Increase customer satisfaction Become a trusted brand Sell new products Customer Understand customer segments Shift to digital channel Decrease delivery time Create new products Internal Process Learning & Growth Improve employee satisfaction Improve customer information Create a customer- focused culture Align the organization Caption: Significantly below target Slightly below target Meeting target or above target 22

23. See below 4 additional screenshots from Phase III. Lean Business Case Prioritization Matrix Detailed Initiatives Plan Project Initial Investment 23

24. In the next slides, youll see a small preview of Phase IV I. Set up your strategic planning project II. Gather & analyze data and provide key insights IV. Implement, Track & Manage Progress III. Define your strategic plan 1. Strategic planning team 1. Market analysis 1. Mission, vision and values 1. Governance 2. Guiding principles 2. Competitor analysis 2. Strategy map including the strategic objectives to reach our vision 2. Dashboards 3. Strategic plan structure 3. Customer feedback 3. Projects plans 4. Strategic plan key inputs 4. Company data analytics team 4. Project implementation 3. Balanced scorecard including the key performance indicators linked to the strategic objectives 5. Strategic planning project plan 5. Employee feedback Agile methodology 6. Executive feedback Design Thinking 4. List of potential initiatives to reach our strategic objectives 7. SWOT summary of the key business insights Traditional methodology 5. Quarterly update of the strategic plan based on new data 5. Business cases and financial models to help us prioritize our list of potential projects 6. Post projects evaluation and lessons learnt 6. Project prioritization 7. Post strategic planning evaluation and lessons learnt 7. Business roadmap including our prioritized projects 24

25. Template Business roadmap dashboard High-level view Caption: Completed On Track Late Phase 3 Phase 2 Phase 1 Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert initiative name Insert timeline Insert timeline Insert timeline Timeline 25

26. Business roadmap dashboard Detailed view (For more details, open the excel document Business Roadmap ) 26

27. Best practice Business roadmap dashboard Detailed view (For more details, open the excel document Business Roadmap ) The Powerpoint version of the Business Roadmap is usually used for high- level presentations. However, when more detailed are required, the Excel version should be used. 27

28. Significantly behind target Projects dashboard Finance Perspective Slightly behind target Meeting target or above target Strategic Objectives Initiatives Status F1 - Insert Strategic Objective F1.1 - Insert the name of the initiative F1.2 - Insert the name of the initiative F1.3 - Insert the name of the initiative F2 - Insert Strategic Objective F2.1 - Insert the name of the initiative F2.2 - Insert the name of the initiative F2.3 - Insert the name of the initiative F3 - Insert Strategic Objective F3.1 - Insert the name of the initiative F3.2 - Insert the name of the initiative F3.3 - Insert the name of the initiative F4 - Insert Strategic Objective F4.1 - Insert the name of the initiative F4.2 - Insert the name of the initiative F4.3 - Insert the name of the initiative 28

29. Structure of the Toolkit The Strategic Planning Toolkit includes 300 Powerpoint slides, 12 Excel sheets and 1.5 hours of Video training organized in multiple folders that you can download on your device immediately after your purchase. + + 300 editable Powerpoint slides* 12 Excel sheets* 1.5 hours of Video training 0. Overview and approach I. Set up your strategic planning project II. Gather & analyze data and provide key insights III. Define your strategic plan IV. Implement, Track & Manage Progress *Please note that the number of PowerPoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a PowerPoint slide that has been duplicated to facilitate our clients understanding only counts for 1 slide. 29

30. Key Benefits of our Management Consulting Toolkits Improve the growth & efficiency of your organization by leveraging Management Consulting Toolkits created by ex-McKinsey, Deloitte & BCG Consultants. It s like hiring Management Consultants to create all the practical Frameworks, Tools & Templates required to gain a competitive advantage. We invested $3M to create all our Management Consulting Toolkits. Get them for a fraction of that. Get the job done quicker and never start from scratch again with our ready-made and fully editable Frameworks, Tools & Templates in Powerpoint & Excel. We have worked 20,000+ hours over the past 9 years to create the world s best Management Consulting Toolkits. Don t reinvent the wheel. Download them now. Improve your skills & capabilities and meet your professional goals by learning how the Fortune 100 and Global Consulting Firms do it. Hiring top-tier Consultants for a management consulting project would cost you $300k+. That s a lot more expensive than purchasing our Toolkits. Impress your stakeholders and become your organization s subject matter expert with world-class approaches to resolve common business problems. Get free support and advice from our ex-McKinsey, Deloitte & BCG Management Consultants. 30

31. What our clients say about our Toolkits Reviews imported from Facebooks, Amazon and Klaviyo See more reviews > 31

32. Join the 200,000+ Executives, Consultants & Entrepreneurs already leveraging our Business & Consulting Toolkits to improve the performance of their organization and boost their own career. Trusted by small and large organizations Customer satisfaction 4.8 Number of professionals leveraging our Business & Consulting Toolkits 200,000+ Number of countries leveraging our Business & Consulting Toolkits 160+ Daily rate of our ex-McKinsey, Deloitte and BCG Management Consultants $3k-$4k 32

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35. This was just a small preview. www.domontconsulting.com 35