Strategic Planning

There is not ONE way to fight the productivity and planning battle. There are five levels of planning and implementing that need to be investigated: Grand Strategy, Strategy, Operations, Tactics and Technology. We will cover each of these levels and their relevancy to your planning methodology.

This course is designed for:

• Executive leadership teams conducing strategic planning for the organization or function as a whole
• Teams conducting strategic and tactical planning for Business Development purposes

Introduction

• Expectations
• Discussion of current and perceived future challenges and opportunities
• Review YTD results
• Review existing vision/business plans/missions/objectives/goals
• Forming a strategic approach to planning
• Top down/bottom up planning methodology

Learning Objectives

After this rigorous, interactive session, participants will walk away with strategic and tactical planning skills to achieve higher productivity in a shorter amount of time. The organization as a whole, or separate functional groups, will develop a planning document which includes:

• A comprehensive Strategic Plan
• A comprehensive Tactical Plan and Mission Sequence (including missions, goals, objectives, timeframes for action, who, when, and how)

It Begins With The VISION
The Maher Group’s Strategic and Tactical Planning class is modifiable to your organizations’ needs; whether it is creating a vision statement and the corresponding plan (mission, goals and objectives) or driving from an existing vision to complete the ‘plan’.

Participants Will Also Learn To:

• Develop plans which are tied to the company’s operational and long term growth plan
• Plan for 1-3 years
• Identify threats to the plan’s success
• Utilize a template for future planning
• Conduct a step-by-step analysis of the overall business plan

Positioning
This section shows participants how to position their product/service/concept/company and find the best and most effective channel for profitable sales.

Market Segmentation and Channel Analysis

• Understand 3D market segmentation methodology and sub-segmentation and perform territory analysis
• Arrive at assessments of competitive positions in each segment
• Weigh factors and arrive at a preliminary disposition for each market
• Segment and document the reasons for selecting that strategy
• Analyze balance, profiles, strengths and weaknesses as it relates to channels

The Philosophy behind Strategic and Tactical Planning

Planning and the preparation of plans are integral parts of the sequence of actions in making and executing a decision. The time required to make a decision and complete the sequence of actions is less when plans based on anticipated commitments are readily available. This reduction in time depends on the accuracy of the forecast of probable commitment and the accuracy of the assumptions used in the planning. If prepared plans are accurate, the leader may merely order execution of one of them; thus, making and executing decisions are accomplished with minimum time loss.

Adequate and practical planning is essential to the success of any business undertaking. Proper planning permits the detailed and systematic examination of all factors involved in a projected venture. The larger the company or organization, the greater the need to anticipate and plan for longer range future operations.

Facilitator Bob Urso

Bob Urso’s career has been that of a sought out strategic thought leader in the top 40 Federal prime contractor sector. As an accomplished C-level executive he has successfully developed focused and highly effective strategies that anticipated and capitalized on market trends. Most recently he co-founded and led KMS Solutions, LLC as its President and COO through strategic growth and a successful M&A transaction. Prior to that he led double-digit growth strategies as a C-level executive for US and multi-national firms such as L-3 Communications, Pearson PLC, DynCorp, and what is now GDIT supporting defense programs at the highest classification levels.

Bob is a dynamic instructor and facilitator who brings years of practical business experience to the platform. He spent several years perfecting his instruction delivery and facilitation techniques while working as a strategic planning consultant to industry and as an instructor at the National Defense University, the Navy and Marine Corps Intelligence Training Center, and the Academy for Defense Intelligence delivering courses of instruction at the tactical, operational, and strategic levels of planning and execution.

Bob has had parallel business world and senior military leader careers. A retired US Navy Reserve Captain, Bob has served in Command at the Pentagon as well as the Defense Intelligence Agency. He also served as a senior training leader and curriculum manager for the Navy Reserve Intelligence Program. He holds a MS in Management from Rensselaer Polytechnic Institute – the Lally School of Management and is also a Graduate of the US Naval War College Strategy and Policy program.