A framework used by tens of thousands of successful companies worldwide, the elements of People, Execution, Sales & Cash are the elements you must master in order to increase growth & scale.
The principle of cascade planning & reverse hierarchy guarantee engagement & accountability levels that deliver repeatable results.
Revenue Growth +30 – 200%
Profitability Growth +10 – 30%
Productivity Growth +30 – 50%
Employee Engagement Growth +40 – 70%
Customer Success Growth (Net Promoter Score) +30 – 50%
Beyond the Five Whys: Exploring the Hierarchical Causes with the Why-Why Diagram
Strategic Planning & Execution Framework
1. A Strategy in a Day &
The One Page Strategic Plan
Because the execution of an idea is
always more important than the
brilliance of the thought
jc@jcduarte.com
@strategyguy
www.linkedin.com/in/jcduarte
www.thestrategyguysite.com
2. What is it?
A Strategy in a Day is a facilitated one day strategic thinking &
execution planning workshop that develops and aligns your
organization around the right short, medium & long term priorities
that will deliver the most relevant business performance & results
required for your success.
A One Page Strategic Plan (OPP) is the output of your strategic thinking
& execution planning workshop contained on a single page. A roadmap
for success, the OPP is a highly effective communication tool, literally
guaranteeing that everyone in your organization is on the same page
by bridging business theory into operational execution.
3. How do you benefit?
• ONE TEAM; committed, engaged, agile, motivated & focused on the right
activities by the right people at the right time that will provide the right
results that will most impact your business.
• A Compass; a single page that will be used to filter the key decision criteria
your organization faces when making the right choices that will bring you
the right results most needed under the current circumstances.
• A North Star; the right combination of short, middle & long-term priorities
that deliver the results your organization requires to achieve success.
• A Roadmap; in the form of a strategic plan that drives your most relevant
strategic thinking operational planning and tactical activities, made up of
smarter objectives, key results, accountability and highly relevant next
steps to address an ever changing business environment surrounding you.
• Everyone on the Same Page; in how their individual and group efforts and
activities contribute to the organizations success.
4. How does it help you?
Along with a supporting agile business methodology, teams going through
this process have declared coming away with a greater sense of..
• Clarity
• Focus
• Alignment
• Motivation
• Agility
• Ownership
• & Accountability
..for the right set of activities required to achieve success.
5. How does it work?
Many organizations have very comprehensive and complex strategies,
yet too often leave a gapping hole that threatens successful
operational implementation.
By splitting your exercise into separate Strategic Thinking & Execution
Planning components, we facilitate a strategic dialog based on
quantitative actions that deliver qualitative performance & results.
Starting with macro core ideology, we gradually narrow our focus
toward identifying the Top 5 “breakthrough” priorities that will most
positively impact your business.
6. How does it work?
During this process..
• Objectives & Key Results (OKR’s) are established
• Accountability for results (OKR’s & KPI’s) are identified / assigned
• A short, medium & long-term roadmap for success is designed
• With Reverse Hierarchy, the entire organization is engaged &
accountable
7. The process at 10,000 feet
Discovery
Process
Strategic
Thinking
Workshop
Execution
Planning
Workshop
Learning
Applied
@ 30 Days
Behavioral
Change
@ 60 Days
Company
Results
Impacted
@ 90 Days
The Strategy Creation Cycle The Execution & Results Creation Cycle
The Agile and Continual Improvement Cycle
Results pulse-check @ “period”-to-date vs. required
Measure velocity, relevance & agility of results
8. Why it works
Maslow’s Hierarchy of Needs
• The “what’s in it for me” factor
guarantees engagement
Convergence Theory
• Inspiration Top / Down
• Alignment & Execution
Bottom / Up
The Right
Action
The Right
People
The Right
Timing
The Right
Result
9. The One Page Strategic Plan (OPP)
Starting with a blank page, the OPP reflects 5 levels of effective
cascade planning. Starting with high-level ambition @ Level 0 &
laddering down to Level 4 tactical execution planning.
The OPP framework is principally derived from the following
universal best practices that have lived the test of time.
• Balanced Scorecard
• Strategic Execution Framework (INVEST Model)
• Agile Manifesto
• Cascade Planning
• Reverse Hierarchy
11. Your Experience Facilitator
Driven by a passion & purpose to enrich the lives he touches, JC helps people and
organizations grow 5x faster & better to realize their true potential.
+30 years of proven results across 5 continents & every stage organization
imaginable. Working IN-the-business operationalizing Go-to-Market & Customer
Success strategies so that CEO's can focus ON-the-business.
• 16 years as COO (Chief Operations Officer), CTO (Chief Technology Officer)
& Customer Services Director @ Fortune 500’s
• 14 years as Interim Executive Manager, Entrepreneur in Residence &
Business Coach @ early, mid & late stage entrepreneurial ventures
• Since 2005 practicing the Strategy in a Day & One Page Strategic Plan
across 5 continents, in 3 languages, to maximize growth & scale at
entrepreneurial ventures of every stage, while helping Fortune 500’s
become more agile, innovative & obtain accelerated performance results.
• All the while providing Leadership Development & Organizational
Effectiveness knowledge transfer
12. A Strategy in a Day &
The One Page Strategic Plan
Because the execution of an idea is
always more important than the
brilliance of the thought
jc@jcduarte.com
@strategyguy
www.linkedin.com/in/jcduarte
www.thestrategyguysite.com