Today’s leaders face a multitude of challenges including the need to define a compelling vision for the future and to choose wisely among competing priorities in order to navigate a fast-moving and ever-changing business landscape. The Balanced Growth team takes a holistic approach to the challenges and opportunities our clients are dealing with and work collaboratively to achieve their desired goals. 

Balanced Growth’s Role in Strategic Planning

The reasons our clients choose Balanced Growth for Strategic Planning include:

• Work collaboratively with the board, management, and key stakeholders to create a future-oriented and attainable plan.
• Leverage a proven Strategic Planning Framework to guide the process.
• Bring objectivity and expertise in the process of developing the best overall plan and creating alignment among key stakeholders.
• Deliver the plan in a framework that is actionable and can be actively managed in the short-term and long-term.

The Balanced Growth Approach to Strategic Planning

BG uses a proven, four-phased approach for strategic planning: Discover, Design, Develop, and Deploy. BG customizes this approach to align with your organization’s unique needs.

Key Activities

Strategic Planning Retreat

The initial steps of the process are designed to understand the unique aspects of your organization and to unlock ideas for the future. This is followed by a collaborative process (often in the form of a Strategic Planning Retreat) to establish the framework for the future.

• Analyze Background Information: Review the strategic, financial, sales, customer, competitor, operational and organizational information that drives your organization.
• Conduct Board, Executive and Stakeholder Interviews: Gather input from board members, executives, and key leaders. This is extremely valuable to aggregate various leadership perspectives  and determine the degree of alignment on strategic topics.
• Facilitate the Strategic Planning Retreat: Facilitated sessions are designed to cast vision, set goals and establish high-level priorities for the future.
• Develop an Executive Summary from the Retreat

Strategic Plan Development and Action Planning

• Design and Develop the Strategic Plan: Design and develop the Key Deliverables.
• Strategic Roadmap: Develop the Strategic Roadmap to depict the prioritization and sequencing to operationalize the Strategy.
• Document a Draft of the Strategic Plan: A draft version of the Strategic Plan is developed for discussion and refinement.

Socialize, Refine, and Approve the Strategic Plan

• Socialize the Plan: Conduct conference calls or meetings with key stakeholders to vet the draft plan, gather feedback, and refine the plan.
• Align the Plan: Align the plan with your budgetary and other planning processes.
• Present & Request Approval: Present a final version of the Strategic Plan and request necessary approvals to begin the deployment of the strategy.

Strategic Plan Deployment

Effective deployment enables the Strategic Plan to become a living, breathing blueprint for your organization’s future. Deployment is designed to build the necessary alignment across the organization to ensure excellence in the execution and achievement of plan objectives. Five keys to successful strategic plan deployment include:

Learn more about the Balanced Growth Approach to Strategic Plan Deployment here.

Project Management

There is a continuous effort to manage the project efficiently and to work in collaboration with your project sponsor and steering committee.

Download a PDF of our Strategic Planning Services here.