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Presents the. Strategic Transformation System (STS). Xaxax Analytics, LLC, 2131 West Republic Road, PMB 183, Springfield, MO 65807-0183 www.xaxax.org. Bottom-line Requirement:. Strategic planning adds value. Not "game changing" but. Strategy. STS Value Proposition. SEASON CHANGING.
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Presents the Strategic Transformation System (STS) Xaxax Analytics, LLC, 2131 West Republic Road, PMB 183, Springfield, MO 65807-0183 www.xaxax.org
Bottom-line Requirement: Strategic planning adds value.
Not "game changing" but Strategy STS Value Proposition SEASON CHANGING
Strategic planning yields a competitive advantage
STS optimizes strategic planning Identifies emerging “next after next” opportunities Aligns resources to capture those opportunities Not the business model or operations plan Does not deal with today’s issues Looks across the planning horizon 3 to 7 years
Linking / Mapping are Critical Success is tracked through Quarterly Performance Reviews Business to Vision Vision to Mission Mission to Strategic Plan Strategic Plan to Objectives Objectives to Performance Measures Performance Measures to Resources
Key STS Components Mutual Assessment Business of the Business Vision and Mission Environmental Scan Survey and SWOT Analysis Gap-Closing Strategy Strategic Plan Roll-out Employee Buy-in Quarterly Performance Review Sustainment and Evolution
The problem is . . . Even the most detailed strategic plans often have misalignments and disconnects among Objectives & Performance Measures Operations Strategy Resources
STS Resolves, reconciles, and realigns Strategy Objectives & Performance Measures Resources Operations
Mutual Assessment REQUIREMENTS ANALYSIS • Review the legacy • strategy and its • relationship to: • Vision • Mission • Organizational • structure • Operational plans • Key business • processes • Resource allocation • Work plan • objectives • Skills • Performance • appraisal • objectives Brief leadership On findings. Make GO/NO GO decision. If GO, establish leadership commitment and resources.
STRATEGIC TRANSFORMATION SYSTEM LAUNCH XA principal briefs client leadership, senior management, and staff regarding the Strategic Transformation System. Leadership introduces Xaxax Analytics (XA) consultants and affirms full support for the process.
FIRST ORDER OF BUSINESS XAXAX consultants must fully understand the “AS IS” position of the organization and the rationale.
DEVELOP THE VISION AND MISSION “VISION” Presentation & Discussion “MISSION” Presentation & Discussion Achieving the Vision – the HOW of closing the gap between the “to be” Vision and the “as is” legacy strategy. With management, develop environmental scan and SWOT survey methodology. “To be” –the WHAT statement that clearly establishes the objective state we will achieve in X (three – seven) year planning horizon. Generates questions leading to the Mission Statement, not answers.
MACRO ENVIRONMENTAL SCAN ECONOMIC POLITICAL ASSESS INDUSTRY IMPACT TECHNOLOGICAL SOCIAL/CULTURAL STATUTORY DEMOGRAPHIC
INDUSTRY RIVALRY THREAT OF NEW ENTRANTS THREAT OF SUBSTITUTE PRODUCTS CUSTOMER BARGAINING POWER SUPPLIER BARGAINING POWER INDUSTRY ENVIRONMENTAL SCAN DEGREE OF COMPETITIVE PRESSURE
DESIGN AND CONDUCT SWOT ANALYSIS Complete XA scan - Compare/Combine With Client Scan Brief environmental scan and SWOT survey findings. Facilitate client ranking of results. Develop SWOT matrix. Management assigns working teams. Conduct and Review SWOT Survey and Make Recommendations
COMPONENT DEVELOPMENT • PRESENT DRAFT: • Goals • Objectives • Performance • measures • Timelines • Responsible • business units SWOT- based Gap Analysis Gap - Closing Strategy Components
COMPONENT INTEGRATION • PRESENT DRAFT: • Goals • Objectives • Performance • measures • Timelines Roll- Out Preliminary Strategic Plan to Leadership Assemble Preliminary Strategic Plan • DISCUSS: • Restructuring • Key business • processes • Resource • allocation • Work plans • Skills training • Performance • appraisals
ROLL-OUT TO MANAGEMENT AND STAFF • Client leadership introduces the approved strategic plan. • XA principal briefs the approved: • Goals • Objectives • Performance • measures • Timelines • Responsible • business units • Question and answer session. • Chain-Teaching to disseminate. Finalize Leadership Strategic Plan Strategic Plan Coaching for Managers/Staff
Post-QPR Analysis QUARTERLY PERFORMANCE REVIEW • Business unit • managers brief “state of play” to leadership and senior managers: • Goals • Objectives • Performance • measures • Timelines • Convey issues, successes, barriers, and challenges to leadership and management. Documents issues, successes, and leader guidance. Review generates taskings to management and staff. It reveals systemic and individual problems and develops solutions lessons learned. Results to be briefed in the subsequent Quarterly Performance Review.
SUSTAINMENT AND FOLLOW-UP Leadership and management continue the process. Further XA consulting work contingent upon agreement with leadership. Subsequent XA work could include executive coaching, business process redesign, personnel appraisal objective design, or other implementing work.