Our strategic planning process is designed to translate ideas into action. Incorporating a team approach, this semi-structured process energies the creative ideas of people while building strong commitment to implement. In addition, the entire strategic planning process is a strong team building initiative for participants.

BCG's strategic planning process is extremely flexible, and can be accomplished over a series of sessions or at a planning retreat. Various methods are recommended to ensure feedback from relevant stakeholders, including staff, customers and others. When appropriate, formal means of data collection (i.e. surveys, focus groups) are included to assist in the analysis portion of the process.

The planning process is outlined below:

I. Planning Overview
...a. Review the planning process
...b. Generate expectations

II. Data Collection
...a. Initiate a process to collect relevant data (i.e. staff and/or customer surveys, financial records, sales/marketing plans)
...b. Aggregate and summarize results

III. Planning Process
...a. Analysis
.........i. Review existing reports, survey findings, and implications
.........ii. Conduct a SWOT (strengths, weaknesses, opportunities, threats) analysis
...b. Organizational Definition
.........i. Who, what, how, where
.........ii. Existing services, possible services, services to potentially discontinue
.........iii. Critical success factors
...c. Core Ideology
.........i. Core Purpose - fundamental reason for existence
.........ii. Core Values - essential and enduring tenets
...d. Planning
.........i. Decision making - "the essence of strategy is choice"
.........ii. Strategic targets - key indicators for success
.........iii. Tactics - action steps; who, what, when
.........iv. Implementation and monitoring