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We help clients prioritize alternatives for their business, make a meaningful decision
and ensure that their team is working in lock-step in support of that decision.
Famed Yankee catcher Yogi Berra nicely summed things up in his usual
folksy way, stating: "You got to be careful if you don't know where you're going, because you might not get there".
Summary
An intensive effort to develop, alter or confirm the fundamental elements
of the business' direction, as well as identifying the key processes and action steps to execute the plan.
Description
The strategic planning process can take many forms, depending on the stage
of the business, pace of change, leadership style, prior planning experience, personnel availability, access to specialized
expertise, logistics, budgetary constraints and other factors.
"Strategic sessioning" is often a high-impact, effective and illuminating approach.
LedgerSource's process includes four key stages to help ensure that you and your team move forward as one. These
sessions can be conducted off-site or at your facilities, and may take place in one holistic event or a series of shorter
meetings.
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We establish the specific agenda and logistics of the planning session, and gather
preliminary information and resources needed to make sure that you end up with a quality process.
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LedgerSource will conduct your planning session with our trained facilitators.
In this case our role is not to provide content expertise, but rather to make sure that your own experts surface, vet and
prioritize their ideas. Our personnel are highly experienced business leaders who will be able to quickly understand the business
concepts presented and move your team forward. Specialized technology is frequently used to better understand the level of
consensus within the group and to immediately surface hidden agendas or inconsistent knowledge.
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We work with you to make sure that the decisions made at the session are captured
and actionable.
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Periodic status checks can be helpful to make sure that your team stays on track.
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Benefits
When you and your team share a common vision and are united in pursuit of
the mission, goals and strategies needed to achieve that vision, you will greatly improve the likelihood of seeing it happen.
The benefits of planning are broadly recognized. Consider these thoughts:
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Those who plan do better than those who do not plan even though they rarely stick
to their plan.
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It is not the strongest of the species that survive, not the most intelligent,
but the one most responsive to change.
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In preparing for battle I have always found that plans are useless, but planning
is indispensable.
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By failing to prepare, you are preparing to fail.
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Where there is no vision, the people perish.
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Miguel de
Cervantes
Saavedra
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Forewarned, forearmed; to be prepared is half the victory.
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Scope
Strategic Sessioning projects generally range from a few days to several
weeks of advisory services. Your personal choices and internal capabilities are the primary driver of our professional time
on the engagement.
Click here to access a printable description.
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