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Strategic Planning & Alignment workflows

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Mihai Ionescu
Mihai Ionescu

This document outlines a strategic planning process that includes defining objectives, initiatives, risks, and key performance indicators across multiple levels of an organization. It involves causal analysis to understand relationships between objectives, initiatives, risks and measures. Strategic hypotheses are developed and tested through feasibility analysis. Alignment is ensured between the overall strategy and objectives of different business units, functions, stakeholders and individuals.

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RISK MEASURES CLUSTER ANALYSIS HYP 1.1.X CAUSE-EFECT RELATIONSHIPS RISK FACTORS & RISK EVENTS STRATEGY MAP WORKFLOW PATH FEASIBILITY VALIDATION PATH STRATEGIC HYPOTHESES WORKFLOW OBJECT STRATEGIC ANALYSIS STRATEGY DOCUMENTS INPUT DATASET FEASIBILITY VALIDATION ANALYSIS SCOPE Strategic Planning and Alignment WORKFLOWS © 2020 - Strategsys Strategy Formulation STRATEGIC GAPS TO BE CLOSED THIS CYCLE STRATEGIC OBJECTIVES CAUSALITY ANALYSIS STRATEGIC PERSPECTIVES & THEMES LAG MEASURES STRATEGIC INITIATIVES PORTFOLIO LEAD MEASURES PERFORMANCE SCORECARD STRATEGIC PRIORITIES TOP STRATEGIC GOALS FOR THIS CYCLE IMPACT ANALYSIS STRATEGIC INITIATIVES (MAJOR) STRSTEGIC INITIATIVES TO OBJECTIVES TARGETS TREE ANALYSIS TARGETS DRIVING TO DRIVEN OBJECTIVESHYP 1.2.X HYP 1.3.X HYP 1.4.X IMPACT ANALYSIS RISK MITIGATION INITIATIVES RISK SCORECARD RISK APPETITE RISK EVENTS UPON OBJECTIVES HYP 1.5.X 1.1 1.5 1.2 1.3 1.1 OPERATIONAL PROCESSES MAP STRATEGIC BUSINESS UNITS DEPENDENCY ANALYSIS ALIGNMENT SEQUENCING VERTICAL ALIGNMENT STAKEHOLDERS’ OBJECTIVES INTERNAL CUSTOMERS OBJECTIVES HORIZONALL ALIGNMENT EXTERNAL ALIGNMENT STRATEGIC OBJECTIVES STRATEGIC BUSINESS UNIT ”N” CAUSE-EFECT RELATIONSHIPS CAUSALITY ANALYSIS DRIVING TO DRIVEN OBJECTIVESHYP 2.5.X STRATEGY MAP 2.1 2.1 2.1 HYP 2.1.X PROCESSES TO SBUS HYP 2.2.X CONRIBUTION TO OBJECTIVES ACHIEVEMENT SUPPORT FOR OBJECTIVES ACHIEVEMENT OBJECTIVES CONVERGENCE HYP 2.3.X HYP 2.4.X 1.4 1.7 1.6 PERFORMANCE SCORECARD LEAD & LAG MEASURES 1.2 1.3 2.1 STRATEGIC INITIATIVES PORTFOLIO 1.5 2.1 1.4 2.1 RISK MEASURES RISK MITIGATION INITIATIVES RISK SCORECARD 1.6 2.1 1.7 2.1 INDIVIDUAL SCORECARD STRATEGIC & RISK MITIGATION INITIATIVES 2.2 2.3 2.32.2 STRATEGIC JOBS FAMILIES 2.1 INDIVIDUAL ALIGNMENT HYP 2.6.X

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Strategic Planning & Alignment workflows

  • 1. RISK MEASURES CLUSTER ANALYSIS HYP 1.1.X CAUSE-EFECT RELATIONSHIPS RISK FACTORS & RISK EVENTS STRATEGY MAP WORKFLOW PATH FEASIBILITY VALIDATION PATH STRATEGIC HYPOTHESES WORKFLOW OBJECT STRATEGIC ANALYSIS STRATEGY DOCUMENTS INPUT DATASET FEASIBILITY VALIDATION ANALYSIS SCOPE Strategic Planning and Alignment WORKFLOWS © 2020 - Strategsys Strategy Formulation STRATEGIC GAPS TO BE CLOSED THIS CYCLE STRATEGIC OBJECTIVES CAUSALITY ANALYSIS STRATEGIC PERSPECTIVES & THEMES LAG MEASURES STRATEGIC INITIATIVES PORTFOLIO LEAD MEASURES PERFORMANCE SCORECARD STRATEGIC PRIORITIES TOP STRATEGIC GOALS FOR THIS CYCLE IMPACT ANALYSIS STRATEGIC INITIATIVES (MAJOR) STRSTEGIC INITIATIVES TO OBJECTIVES TARGETS TREE ANALYSIS TARGETS DRIVING TO DRIVEN OBJECTIVESHYP 1.2.X HYP 1.3.X HYP 1.4.X IMPACT ANALYSIS RISK MITIGATION INITIATIVES RISK SCORECARD RISK APPETITE RISK EVENTS UPON OBJECTIVES HYP 1.5.X 1.1 1.5 1.2 1.3 1.1 OPERATIONAL PROCESSES MAP STRATEGIC BUSINESS UNITS DEPENDENCY ANALYSIS ALIGNMENT SEQUENCING VERTICAL ALIGNMENT STAKEHOLDERS’ OBJECTIVES INTERNAL CUSTOMERS OBJECTIVES HORIZONALL ALIGNMENT EXTERNAL ALIGNMENT STRATEGIC OBJECTIVES STRATEGIC BUSINESS UNIT ”N” CAUSE-EFECT RELATIONSHIPS CAUSALITY ANALYSIS DRIVING TO DRIVEN OBJECTIVESHYP 2.5.X STRATEGY MAP 2.1 2.1 2.1 HYP 2.1.X PROCESSES TO SBUS HYP 2.2.X CONRIBUTION TO OBJECTIVES ACHIEVEMENT SUPPORT FOR OBJECTIVES ACHIEVEMENT OBJECTIVES CONVERGENCE HYP 2.3.X HYP 2.4.X 1.4 1.7 1.6 PERFORMANCE SCORECARD LEAD & LAG MEASURES 1.2 1.3 2.1 STRATEGIC INITIATIVES PORTFOLIO 1.5 2.1 1.4 2.1 RISK MEASURES RISK MITIGATION INITIATIVES RISK SCORECARD 1.6 2.1 1.7 2.1 INDIVIDUAL SCORECARD STRATEGIC & RISK MITIGATION INITIATIVES 2.2 2.3 2.32.2 STRATEGIC JOBS FAMILIES 2.1 INDIVIDUAL ALIGNMENT HYP 2.6.X