Innovation Outcomes Brochure Planning Facilitation _____________________________________________________________________________ Innovation Through Strategy Development and Execution
Strategy and planning are inextricably linked with innovation. How? Both start with visions and both need to be imbedded into key processes and organizational cultures. Although a visioning process is usually key to the important task of determining future needs, it is planning that actually moves organizations from current reality to desired states. Planning and strategy optimizes strategic alignment and strategy execution.
We help clients in the area of planning and strategy in a number of different ways. Sometimes we're retained to professionally facilitate planning and strategy development in an off-site retreat type of format. And in other situations, we're retained to work one-on-one with clients, coaching them in group process and team facilitation. But regardless of how planning is facilitated, there needs to be strategic alignment between individual, team, and organizational strategies, goals, objectives, and expectations. This is what facilitates cultures of innovation and builds the critical foundation for optimal individual, team, and organizational performance.
For those organizations seeking to ensure alignment and desiring to differentiate themselves through innovation, planning and strategy need to be regarded as ongoing regimens that continually move organizations from current reality to desired future states, based on changing stakeholder needs. __________________________________________________________________________________________
Why do Both Strategic and Operations Planning?
innovators agree that it's critically important to place equal
importance on strategic and operations planning, yet many organizations
don't even distinguish between the two. To clarify, we define strategic
planning as focusing on what needs to be done, how it needs to be
done, and when. When effectively constructed and implemented,
operations planning can serve as the road map to strategic plan execution.
We regard strategic and operations plans as being such a necessary part of organizational success, that when we assess
organizational capacity and effectiveness, one of the first things we
look at is the organization's planning process. What is it that makes planning so critical?
It serves as a starting point for strategy and strategy execution.
And many times organizations have competing goals and priorities that aren't
evident until plans are documented and cross referenced. We ensure
that inconsistencies are reconciled and that plans contain complete
How Can Joint Planning be Used to Optimize M & A Success?
M & A is one of the most challenging types of change management scenarios. Although cultures are built over years, and even decades, M & A forces two entities to come together, and in many cases, work at blending two different cultures. When acquiring organizations conduct thorough due diligence, they may even eliminate certain organizations from consideration, if their cultures are too different.
In other scenarios, acquiring companies may not deem it useful to blend organizations. They might allow the newly acquired organization to function autonomously, as a separate entity for an established period of time, or indefinitely. In that scenario, the new organization is assimilated but not integrated. The same is true if the acquiring organization purchased an organization that was struggling. It, too, may be assimilated, but not integrated, yet efforts will be made to impose the acquiring organization's planning processes on the acquired organization to improve performance.
But regardless of whether organizations are assimilated, or integrated, joint strategic planning needs to occur quickly, if not at the pre-merger stage. Joint strategic planning ensures that the two organizations have common goals and agreed-upon strategies for achieving those goals. Joint strategic planning also tends to surface cultural differences, allowing planning to occur within a meaningful context.
We assist organizations in assimilating and integrating. By facilitating joint strategic planning, we can help the acquiring organization achieve full value from the acquisition and ensure that the acquired organization has the necessary infrastructure to succeed. __________________________________________________________________________________________
How Can Formal Planning Facilitate Team Development?
Most often the joint planning previously referenced occurs within off-site team development scenarios. We achieve our best results when we're able to do some pre-work with clients, and when clients make the necessary commitment to focus on key priorities and intended outcomes. Planning most often allows us to see team dynamics that either support or inhibit effective teamwork. This is why we regard planning as a form of action learning. We help teams become conscious of the behaviors that reinforce success and identify team behaviors that need to change.
Often, team development services are provided after individual leadership assessment and development initiatives. Working with individual team members, prior to team development initiatives, allows us to strengthen leaders and build team competencies before adding the team dynamics. In other situations, our work begins with planning facilitation that highlights areas for the team, as a whole, to make changes. We're then often retained to provide coaching to select individuals or to all team members simultaneously. And in still other scenarios, we may be called upon to utilize off-site planning initiatives as ways of successfully bringing new team members up to speed and facilitating a smooth integration. __________________________________________________________________________________________
For more specific information about the two major types of planning processes that we facilitate, see our brochures on StrategIc and Operations Planning. To see how planning can play a role in other services that we provide, also see M & A Integration and Team Development brochures. __________________________________________________________________________________________
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