Strategic Planning for Transformation and Profitability
WHAT IS STRATEGIC PLANNING?
Create SYNERGY, AGILITY and ENGAGEMENT by having a strategic plan. It provides a springboard toward EMPOWERMENT and has a direct impact on PRODUCTIVITY and PROFITABILITY.
Phillip as an outside facilitator, is skilled in the art of facilitation will help guide you through this process. It requires tact, finesse and wisdom from a variety of disciplines and industries to encourage “out-of-the-box” thinking. He will take the time to learn your organization, your expectations and customize the experience in order to help you maximize your return on investment (ROI) from this program.
As your strategic planning consultant, Phillip will help you take your business to places you never thought possible with a deliberate and transformed focus. Creating a strategic plan is a critical element of an organizations’ operating rhythm for continued sustainability, profitability and ongoing transformation.
It will require your leadership valor, courage and ongoing commitment. Every organization is unique and one approach does not fit all. It requires experience and fresh outside perspective to help organizations move beyond typical tunnel vision to see what’s possible.
Strategic planning is often performed annually. The outcome is a tangible outline of high level strategies and SMART goals at an organizational high level, department level and ultimately individual performance level. It also includes a series of tactics to accomplish those goals and objectives. This creates a clear line of sight strategy. The emphasis used in Phillip’s approach is on maintaining a balanced approach and establishing accountability beyond planning. Areas of focus can include market position, operational effectiveness, innovative approaches, customer growth and employee engagement.
Strategic planning is a process to produce innovative and creative ideas which serve as the core framework for the company and designing its’ future. It involves a series of deliberate activities and exercises designed to brainstorm and engage critical and creative thinking.
It is essential the plan includes input from all levels and departments within your organization. There are a series of preparation activities designed to collect such input. This will ensure greater buy-in and creating a more effective plan that is relevant.
The strategic plan will ultimately support your Vision, Mission and Core Values. It is critical to revisit these each year. Some organizations find they either do not have these in place, or they are out of touch. These will be addressed early as part of the planning process.
A series of discovery activities will occur first to create awareness and activate both sides of the brain. This will encourage innovation and receptiveness to new ideas and fresh perspectives. Understanding of mental models will be identified so these and other barriers can be recognized and quickly moved aside. Education on specific techniques will encourage a systems thinking approach. These techniques can become part of your culture and guide ongoing decision making.
Determine and recognize current state:
We take a neutral and honest look at your current state together to identify successes, opportunities and challenges. This can be achieved through a variety of analysis techniques which include performing management and employee focus groups, completing market research, employee engagement surveys, etc.
Identify vision, mission and values:
We help you create and/or evaluate your vision (why are you doing this), mission (how will you achieve this) and your core values (who are you-culture). These create clarity, alignment and include input from all corners of your organization to maximize creativity and shared ownership. This defines the foundation for your culture, true empowerment, and guides decision-making leading to improved productivity.
Outline balanced objectives and goals:
We often achieve what it is we measure. Are we measuring the right things? This strategic planning will foster intense debates and discussions; to identify certain desired outcomes (increased revenue, improved margins, higher ROI) will result from a given set of initiatives with a balanced and holistic approach in the form of a balanced scorecard. We identify the balanced “four corners” together then success measures and aligned SMART goals.
We distinguish between those accountable and responsible for desired results. Support creating a system of accountability and linking individual performance to the objectives and goals is key to a line-of-sight strategy. This allows people to see how they are making a difference and ensures alignment. This commonly missed element supports employee retention.
Review, respond and refine:
Life happens and economics can shift quickly. Are we responding timely and deliberately? Strategic planning is incomplete without an emphasis on strategic management throughout the year. We will establish a formal review calendar for you to review progress and refine components as necessary. A plan is destined to fall short without this; which can have a negative impact if the goals are not achieved.
Ansoff, H.I., “Corporate Strategy: An Analytic Approach to Business Policy for Growth and Expansion,” McGraw-Hill, 1965
Rumelt, R., Schendel, D. and Teece, D., “Fundamental Issues in Strategy, a Research Agenda”, Harvard Business School Press, 1995
What Can We Expect?
When Phillip works to create a customized and relevant solution for your organization he will seek to Discover (determine needs, expectations and learn organization), customize (organize agenda to be relevant), educate (create common language and safe space), prepare (mentally prepare and create awareness of current state-SWOT), innovate (prioritize and brainstorm), create (balance objectives, SMART goals and tactics), and sustain (accountability, communication and follow-through).
These five steps are a proven foundation for creating a roadmap that will contribute to a transformed organization and lead to transformed profits, accountability plans with SMART goals and success measures, and in some cases, strategies for buy-in.
WHAT IS NEXT?
These solutions are customized to meet your specific needs. This will likely be a minimum of 1-day and beyond that will depend on your needs.
Email or call Phillip and share more of what you want to accomplish. Together, we can work out a solution and determine the investment. Phillip is passionate about his work and helping various organizations. You will find the investment to be reasonable and the Return on Investment (ROI) to exceed your expectations.
Phillip has performed strategic planning for many organizations across various industries, both private, non-profit and government sectors. These Organizations include: Mercedes Benz, US Air Force, Children’s Holiday Magic Project (CHMP), Media Communications International (MCAI), Skinny Gene Project and BMW.
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“Phillip is one of the most outstanding professionals I have ever worked along side of. I have come to know him as eager, passionate about the development of individuals with wholesome ethical values and standards. I have seen Phillip successfully mange the implementation of very large scale projects and the corresponding training programs associated with them. He works hard, is diligent and rigorous about obtaining his desired results and yet does it all with a level of compassion and humor that makes the journey enjoyable for all that work with him. I would recommend Phillip for any position where courage, a commitment for extraordinary results and strong leadership are critical competencies. It is a real pleasure to comment on behalf of Phillip.”
“Phillip did an outstanding job as president. He used a collaborative approach to his leadership of our Board of Directors. He set a clear vision and direction, supported all of the Board members and set a great example with follow through on all of his commitments. I highly recommend Phillip as a leader.”
“I have had the opportunity to work with Phillip Tanzilo and he exhibits integrity, professionalism, and superb knowledge in organizational development, training, and leadership. I highly recommend Phillip.”
“I first had the opportunity to attend a presentation Phillip was giving on strategic planning at an ASTD National Leaders Conference (http://www.astd.org) . I was impressed with Phillip’s knowledge and facilitation skills. He brings a lot of energy and experience to the topic. I adopted some of his presentation into my own existing style which raised the bar for my own team. Since then I have had the opportunity to work with Phillip a few times in relation to ASTD chapter activities in the Southwest region. Phillip continues to impress me with his creative energy as a great communicator, problem solver and strategic partner.”
“I have worked with Phillip since 2005. Phillip is one of the most committed professionals I know and he literally amazes me at times with his energy and dedication. He is an incredible positive force, is highly collaborative and engaging, and is a natural leader who can articulate his passion for the learning and performance field in such a way that inspires others to action. He shaped the CPLP certification program by providing input and feedback during its development and he continues to be a positive force in its evolution and growth. It has been a delight and a privilege to work with such a talented professional.”
“I have worked with Phillip for a couple years in ATD. He is a highly intelligent and energetic training and development professional who knows how to get things done. Phillip has a rare ability to take complex issues and come up with pragmatic solutions in short order. He is a win-win negotiator with tireless energy. If you ever have a chance to work with Phillip, consider yourself lucky!”
“I have had the pleasure of attending Phillip’s class. He is an articulate, personable speaker with a wealth of information and is very clear in his explanations. I really enjoyed his class and learned a lot about public speaking and personal presentation. I highly recommend him.”
“Phillip is gifted with the ability to utilize his knowledge of organizational development and learning strategies to effectively put together programs that impact individuals and the organizations they serve. I have witnessed on numerous occasions his ability to impact the participants in his workshops by increasing their knowledge and skills, building their confidence, and motivating them to get better.
Phillip is extremely creative and looks to build programs that will make a lasting impact. Here at the Welk Resorts, he created a new hire orientation program that was very comprehensive and set the stage for our new hires to be acclimated to our culture and to be provided with the knowledge and tools to help them be successful. Phillip is effective at obtaining support from key stakeholders, creating customized programs and versatile in utilizing different facilitation methods. His knowledge in different industries allows him to create programs that are effective in any environment.
It is a joy to see someone being able to perform in a role in which they are perfectly suited, and I would highly recommend Phillip based on his technical knowledge, personal quest for continuous learning and growth, commitment to make a difference, and his dedication to excellence.”
“The feedback I have had from all the attendees is strictly positive. You have truly become a part of our Air Reserve Personnel Center family. Our intent is to invite you back often to continue to help us develop as we optimize our processes and systems.
To your colleagues and potential customers, I would say the following: I was especially impressed that Phillip obviously invested hours of preparation to ensure that he understood our organization’s strategic plan, our execution plan, and the challenges facing us as we make the changes necessary to optimize our processes and systems. The two day course was fun, energetic, informative, but most of all it was interactive and allowed us to solve change management problems and work through case studies as a team. Through it all, Phillip allowed us to understand how different behavior styles react to change and how to best implement change for each personality type. He helped us to build trust in one another as we implement change and helped us to understand all the nuances of leading change. Every attendee had only positive things to say about the entire course.
We look forward to seeing him again.”
“I would like to thank … Phillip Tanzilo, for the excellent service and quality of program that was provided to Elevance. Phillip …is energetic, open and adaptive. Based on our input, his team was able to not only provide a program customized to our business needs and culture, but did so in a relatively short amount of time. Further, Phillip’s adult learning skills, knowledge of content and energetic audience engagement created a high impact training and discussion session during his visit to our facility.”
“Phillip Tanzilo has been a transformational leader for ASTD… He has the unique ability to visualize the future needs of the organization, rally key constituents around delivering those needs, and executing to drive value… Additionally, Phillip has a positive and engaging approach that motivates others to collaborate with him.”
“Phillip is mega talented and understands accelerated learning and development extremely well. His work ethic is second to none and I highly recommend him to anyone seeking a great player on their team.”