Strategic & Tactical Planning

For Organizations That Need to Think Entrepreneurially

Combining Strategic Planning with Entrepreneurial Leadership Development

Our developmental approach simultaneously combines the discipline of a thought-provoking business planning process with the attitudes and skill sets necessary to build, grow, and run a successful business. We recommend this approach for addressing a wide array of circumstances simultaneously.

Fledgling businesses -that need to invent themselves - to well-established, household-name organizations - that desire to reinvent themselves and think more entrepreneurially - benefit from this developmental process.

Well-established businesses consistently comment that they can now take a fresh look at:

  • What they are doing
  • How they are doing it
  • Who they are doing it with (customers, clients, supply chain, etc.)
  • How they plan to do it even better moving forward

How Our Process is Different

Paradigm Associates' approach to strategic planning is hands-on; we don't spend a few hours with you and then deliver a report. Nor do we just tell you how to develop your plan and walk away. We work with you to develop a vision, strategy, and plan that you want to implement.

How the Timing Works

We understand there is never enough time in your day, so our process is designed to be extremely flexible. You continue the daily running of your business while going through the process. We work with you to decide the frequency and duration of your implementation sessions.

Strategic and Business Planning Map


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Building a Successful Business

  • Your Roles
  • How to Get the Most from this Process
  • What is Strategic Thinking and Planning?
  • Building a Sustainable Business
  • Benefits of Planning
  • Your Dreams, Your Vision
  • Creating a Vision Statement

A Passion for Succeeding

  • Values
  • Ensuring Your Success
  • The Success Formula
  • Developing Success Attitudes
  • Affirmations
  • Becoming an Entrepreneurial Leader

Developing a Competitive Edge

  • The External Assessment
  • Market Segments
  • Competitive Analysis
  • Trend Analysis
  • Internal Appraisal
  • Structure
  • Resources
  • Developing a Base Strategy
  • Selecting a Base Strategy
  • Strengths, Limitations, Opportunitues, & Threats
  • Strengths (Internal)
  • Limitations (Internal)
  • Opportunities (External)
  • Threats (External)

Business Planning and Execution

  • Business Planning
  • Mission Statement
  • Doing the Right Things
  • Critical Goal Categories (CGCs)
  • Shortening Your Personal Learning Curve
  • Personal Goals

Generating Customers and Profitability

  • The Market Plan
  • Market Communications
  • The Sales Plan: Why People Buy?
  • The Sales Process
  • Determining Customer Needs
  • What is a Customer-Driven Organization?
  • Speed and Flexibility
  • Exceed Customer Expections
  • Your Organization
  • Financial Budgeting
  • Financial Planning
  • The Review Process
  • Summary

Outline of the Strategic Thinking Workbook

The workbook contains a series of thought provoking questions that ask you to conduct a detailed analysis surrounding both external and internal aspects of your business.

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Strategic and Business Planning Process

Basic Foundation and Desired Business Objectives

  • Why Are We In Business?
  • What Are Your Short And Long Term Objectives?
  • What Are Your Key Assumptions?
  • >Responses by competition
  • >Economic trends
  • >Ability of others to develop products to replace yours
  • Visioning Tools
  • >Where do you want to be in five, ten, twenty years, etc?
  • >What is the scope of the business?
  • >How will you be different from competition?
  • >How will various aspects of your business need to change over time?

Determining Your Vision and Values

  • Creating a Timeless Vision
  • Creating Values & Principles
  • >Determining stakeholders
  • >Defining corporate values
  • >Challenging your commitment to living those values

Creating Your Mission Statement

  • How to realize the vision
  • What is being done?
  • For whom it is being done?
  • Desired end results

Conducting the External Assessment

  • Market Segments And Opportunities
  • >Customer needs satisfaction
  • >Who and why someone buys from your company
  • >Market share issues
  • >Share of wallet issues
  • >Perception issues
  • >Reputation issues
  • Competitive Analysis - Offerings
  • >How your products and services compare to your current and future competition
  • Competitive Analysis - Company
  • >How your organization compares to your current and future competitions' capabilities
  • Trend Analysis
  • >The impact of various trends upon your future business and vision

Conducting the Internal Assessment

  • Analyze Structure vs. Functions
  • >Conduct a detailed analysis surrounding your operation
  • Examining Available Resources
  • Determining Strengths, Limitations, Opportunities and Threats (S.L.O.T) Analysis

Refining Critical Success Factors (CSFs)

Evaluating Processes & CSFs

Determining Intermediate Milestones

Identifying Potential Obstacles

Establishing Goals & Key Results (GKRs)

Refocusing Marketing & Sales Plans

Linking Marketing & Sales functions with Intermediate Milestones

  • Examining Segmentation Decisions
  • Examining Marketing Communications
  • Determining Sales Strategies to Employ
  • Examining Customer/Client Service Structure and Function

Determining Financial Projections & Review Procedures

  • Forecasting Sales and Revenue Levels
  • Forecasting Expenses
  • Reviewing Capital Requirements Needed to Execute the Mission
  • Creating Review Procedures

Executing Your Plan

  • Creating Team & individual GKRs
  • Establishing Quarterly Themes & GKRs

Components Available to Achieve Results

  • Written Materials - to ensure everyone starts with the same level of knowledge.
  • Audio Materials - to help knowledge become internalized through reinforcement and spaced repetition.
  • Strategic Thinking Workbook - to help distill thought processes and challenges.
  • Participant Interaction - to develop a high level of consensus and commitment.
  • Professional Facilitator - to maximize the beneficial outcome.

Contact Us, and let's discuss how we can help you.

Discover for yourself how powerful "Breakthrough Thinking for Your Real World" can be.

In our never-ending quest to serve you to the fullest, please do not hesitate to call, write, or email us with any of your pressing issues or concerns. Your thoughts and suggestions enable you to make us the absolute best in professional services!

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