Strategic Planning

Tweed-Weber has developed a three-phase planning process to help your people develop a unified focus.

Phase I-Information Gathering

All good plans are based on solid information and common agreement as to the starting point of the planning activity. To begin your planning activities, Tweed-Weber will design and implement a customized information gathering process utilizing a combination of any or all of the following activities:

·     Customer Satisfaction Surveys

·     Market Perception Surveys

·     Market Opportunity Assessments

·     Employee Perception Surveys

·     Community Positioning Studies

Armed with this information, your management team will develop a consensus as to the starting point of the planning process. During this activity, the facilitator will help your team to do the following:

·   Analyze the state of your organization--its strengths and weaknesses--as it exists today.

·   Design your business environment--its opportunities and threats--now and into the future.

·   Identify forces and trends affecting your industry.

·   Identify the key issues facing your organization as it plans for its future.

Phase II-Planning

The planning activities in phase II are divided into two segments: Strategic Planning and Annual Operational Planning. In each of these segments, the facilitator will lead your planning team through a series of steps that will accomplish the following:

Strategic Planning

·   Identify and select unique sources of competitive advantage on which your organization will base its future strategic direction.

·   Create mission and vision statements for your organization.

·   Develop strategies and actions that will convert your vision into reality.

·   Identify key measures to monitor progress toward your strategic plan.

 Annual Operational Planning

·   Select first-year operational objectives and assign accountability to specific individuals within your organization.

·   Develop action steps and a timeline for each objective.

Phase III-Document Preparation and Communication

Phase III provides your team with the opportunity to review the strategic plan that results from the planning process and collectively commit to your plan’s successful implementation. It also allows effective communication of the plan to those identified as critical to your organization’s success. Specifically, the team will do the following:

·   Review the strategic planning document and finalize its content.

·   Define activities to communicate the plan to all identified stakeholders.

·   Develop a formal process for monitoring the ongoing implementation of the plan.

Once finalized and communicated, your strategic plan will enable your organization to proactively maximize the opportunities of your marketplace.