Strategic Planning Template: Year End Considerations

Dec 23, 2011 11:38:23 AM

In Part 2 of my blog series on Reflection and Goal Setting, I examine the Six Considerations for Xponents as we prepare to leap into the New Year by remembering the best of who we are, what we have learned, and what we are hearing from others.  Use these six considerations as a strategic planning template, as you prepare for the next stage.  Next week in Part 3, I will explore what we will bring with us into the New Year and the goals that will support our ongoing growth and evolution.

1.  Your Product/Service – At Xponents we can’t afford to rest on our laurels.  We will continue to develop our products based on what our customers need.  We determine customer s’ needs by listening to them and looking at consistent themes we see across various industries and groups.  There is clearly a call for more virtual programs to minimize travel expense.  Watch for announcements in the first quarter on which programs we have migrated onto a virtual platform.  You will also hear us talking more about The Power of Why; Bringing Vision, Values, Purpose, and Mission to Work.
2. Your Customer – Customers are laser focused on minimizing cost while maximizing learning opportunities.  Requests for virtual programs are on the rise.  At Xponents we continue to look for ways to deliver virtually when it makes sense through the use of blogs, web conferencing, and other means.  We will also stay focused on ways to harness the rich knowledge and experience of the baby boomers and provide solutions to support developing future leaders.  The window of opportunity to address the leadership gap that the retiring baby boomers will create in the next several years is now.  I also see opportunities to enhance communication and coaching skills in managers to improve engagement, reduce turnover, and drive performance.  Many experienced managers today seem to be struggling to identify what is important to their team.  Teaching managers how to coach individual values is a huge opportunity that will dramatically impact results.
3.  Your Message– In the New Year we will continue to be the company that facilitates authentic conversations in the workplace.  It is why our newsletter is called Exposed.  Authentic conversations are the key to building trust, focusing attention on the right priorities, and shifting behaviors that create transformational changes.  Our mission is to model that transparency and authenticity in everything we do.
4.  Your People – During the planning process we identify developmental and training opportunities.  For myself, I budget each year to attend training for a new certification, or to enhance my skills to better serve my customers.   Each of us determines what we need to become more effective and successful, and while I can offer suggestions it is a personal decision.  I am in the process now of asking each of my team what they want or need in terms of professional development.  For myself, I’m leaning toward gaining certification for the Leadership Circle assessment this year.  I also would value attending the training by Christina Baldwin on circle dialogue.  Last year I attended facilitator training with Arnie and Amy Mindell and I would certainly benefit from more work with that amazing duo.  While there is always room for each of us to grow and develop, I feel confident that I have the right team in place to hit the ground running in 2012, both in terms of internal employees and through alliance partnerships that have been strengthened this past year.
5.  Your Money – I made some purchases this year to update our systems and software.  We purchased a new server, two new desktops, a lap top, and an iPad.  We also updated all of our productivity software and our accounting software.  I have also been persistent in laying the foundation this year for our CRM and lead generation process.  We did have a substantial lift in revenue last year, and I credit that to improved consistency in our contact management strategy.  This will continue to be a focus for us in 2012.  We will also invest in the ASTD trade show this year, which will be in Denver May 2012.  That has proven to be a wise investment in years past.

I hope this strategic planning template will help you sort out what happens next to create even more success.   Schedule time now, and see how we can help with your strategic planning.

If you like this blog, I think you will like my book The Cycle of Transformation. Available now!
Deb Siverson is a seasoned executive coach, certified as a PCC through the International Coach Federation. If you want to schedule time to discuss how you or your organization can increase engagement by having a different conversation at work, contact us now.