For many organizations, strategic planning is the first step in their strategy execution evolution. For organizations with a longer track record employing strategy execution methodologies, strategic planning helps refine an existing Balanced Scorecard framework, strategic objectives, and key measurements. ActiveStrategy views the proper management and structuring of strategic planning as critical to effective strategy execution and performance excellence.

No matter how advanced your strategic planning process may be, we can help ensure that its outputs are more actionable so you'll be ready to deploy them as part of a Balanced Scorecard framework.

As part of this phase, we’ll help you first prepare for a strategic planning session, then facilitate and manage the session itself.

We will focus on the practical tools and techniques that help you home in on what you need to do in the coming years to achieve your desired results. Based on where you are in the strategic planning process, this could include refinements of your Vision Statement, environmental scans, an analysis against your Customer Value Discipline, and more.

This background information will be used to perform a Functional SWOT Analysis (ActiveStrategy Consultants coach you through the process of identifying key Strengths, Weakness, Opportunities, and Threats). We will then help you turn your SWOT Analysis into a top-level Strategy Map, which is a simple, visual depiction of this year’s strategy and a solid foundation for a top-level Balanced Scorecard.

1. Customer Value Discipline discussion, selection, and/or reaffirmation
2. Assessment and refinement of Vision statement, if necessary
3. “Stealth Competitor” analysis
4. Evaluation of customer needs and your ability to meet them compared to competition
5. Market and risk analysis
6. Performance gap analysis
7. SWOT analysis based on input from the above, as well as departmental SWOT analyses conducted by attendees
8. Strategy mapping

Contact us to learn more. Send an email to or download a Consulting & Training Services Catalog [886 KB PDF].

  Executive Buy-In & Support  |  Top Level Balanced Scorecard