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Strategic Implementation Planning

Achieving Your Sustainable Success Goals Again and Again!!!  Our Toolboxes work if you work them.  Our Strategy Tiers are used and/or blended based on the prescription that we create just for you.  Additional Terms and Conditions may apply.

Tier One 

This is a basic level of strategic planning and in essence only provides its audience an answer to the questions of

  • "This is who we are."...

  • "This is what we are striving to become"... and

  • "These are the core goals we want to achieve this year."

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Clients can simply need a quick refresher of your "WHY" or just need to set the foundation for establishing their existence.  This approach to planning can be done in 30 to 45 days.  

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This toolbox includes:  

  • Worksheets and Templates Toolbox

  • Summary Dashboard

  • Facilitate an 8 hour Orientation for Affiliates.

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Tier Two 

Tier 2 Planning requires a more in-depth structure for the department or organization that is using this approach to address its Future State of attaining SUSTAINABLE SUCCESS. The approach and methodology used is meant to bring a more holistic approach to a small or medium sized entity in need of building a plan that is more robust than what is done in Tier 1 Planning. 

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This Planning Package includes worksheets and templates such as ...

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  • Tier 1 Planning Activities

  • Verification and validation of Revenue Streams and trends

  • Operating Overhead and Burden and associated allocations

  • Board of Director/Trustee composition (and requirements)

  • Staff composition (and requirements)

  • Programs/Services/Products

  • Constituents/Customers composition

  • Messaging (internally and externally)

  • Determining what is "Critical to the Quality of Our Success" and how it is measured

  • Stakeholder Focus Group Sessions

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Tier Two planning tends to take 3-8 months depending on the size of the organization or department. Our Specialty Team works side by side with you in this process to customize your growth action plan for cohesiveness, consistency and sustainability for your internal and external clients.

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This toolbox includes:  

  • Planning Worksheets and Templates

  • Summary Dashboard

  • The CMA Team will facilitate 2- one day  Orientations for Staff and Board Members

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Tier 3

Tier 3 Level is for Government, large non-profits, public and private sector organizations in business and industry.  

 

CMA delves more assessing the following ...

  • Gap Analysis

  • Risk and Hazard Assessment (positive and adverse)

  • Market Trends

  • Defining Metrics for attaining Operational, Cultural and Market success

  • Tier 1 and 2 Planning Toolboxes

  • Industry Benchmarking and Best Practices

  • Verification of "Readiness" using the Cornerstones of Growth

  • Determining Goal Priorities

  • Timelines for Goal Achievement of Cornerstones identified

  • Resources needed to Sustain and Grow

  • "Unfinished" Business

 

Tier Three planning usually takes approximately 9-12 months to complete and requires our Specialty Team to work with you in this process as you plan for the future.

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This toolbox includes:  

  • Re-useable Worksheets and Templates

  • Summary Dashboard

  • The CMA Team will facilitate three (3) half day Orientations for Affiliates in preparation of each Planning Phase.

  • up to 5 complimentary software licenses

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