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Strategic Planning Workshop

Quality

Strategic Planning is a fundamental tool for any company in Mexico, as it allows you to clearly define where you want to take your business, how you will achieve it, and how you will measure progress. Implementing Strategic Planning in your company can help you:

  • Set clear and achievable goals: It allows you to define concrete and realistic objectives aligned with your company's vision and mission, making it easier for all employees to work in the same direction.
  • Differentiate yourself from the competition: It helps you identify your competitive advantages and uniquely position your company in the market, avoiding being "just another one."
  • Improve decision-making: By having information and analysis of your internal and external environment (such as a SWOT analysis), you can make more informed decisions and reduce improvisation.
  • Optimize resources and processes: It facilitates the efficient allocation of resources (human, financial, material) and the improvement of internal processes to increase productivity and operational efficiency.
  • Minimize risks: Anticipate potential obstacles and establish preventive measures, allowing you to react proactively to market changes or unexpected situations.
  • Encourage collaboration and focus: It aligns all teams and areas of the company under a common purpose, generating motivation, clarity, and teamwork.
  • Increase profitability and competitiveness: A well-executed strategic plan increases efficiency, market share, and profitability, helping your company grow and sustain itself over time.
  • Measure and adjust results: It allows you to establish performance indicators, evaluate progress, and make adjustments to the strategy based on the results obtained, ensuring continuous improvement.

In the Mexican context, where most companies fail due to a lack of planning, having strategic planning is key to long-term survival and success. Furthermore, it's not exclusive to large companies: SMEs can benefit even more, as every resource and decision has a greater impact on their operations.

In short, strategic planning helps you give direction, order, and sustainability to your business, preparing it to face challenges and seize opportunities in a competitive and changing environment.

Main features

What is our strategic planning workshop:

Institutional Philosophy

Design of concepts: mission, vision and values.

Competitive Factors and Advantage

Design of the concepts: service, customer relationship and operational efficiency.

SWOT Analysis

Analysis of the concepts of the external environment: ongoing changes, opportunities, and threats. And the internal environment: ongoing changes, strengths, weaknesses. Strategic Relationshipss

Strategic Objectives

Design of concepts: strategic objective, usefulness of strategic objectives.

Management Plan

Development of the Management Plan: work teams, phases, activities, tasks, responsible parties, time and duration, follow-up and monitoring, management plan committee and responsible party.

Digraphs

Design of mind maps, objectives and activities to execute the Operational Plan.

Workshop Duration

Four months working with the Steering Committee for a four-hour session per week (estimated time based on the number of participants).

Requirements

What you need to hire our Strategic Planning service:

Steering Committee

Participation and support of your entire Steering Committee and middle managers. The presence of the majority CEO or shareholder is indispensable.

Boardroom

Air-conditioned room with room for the entire Steering Committee and middle management, with access to restrooms.

Material and Equipment

Projects and a projection screen, a color printer, letter-sized white paper, a white flip chart, colored markers for flip charts, a white whiteboard, colored markers, and an eraser for white boards. White labeled index cards, number two pencils, erasers, sharpies, letter-sized folders, and letter-sized white paper.

Coffee break

Coffee, water, soft drinks and snacks or cookies.

Our process in five easy steps

Below, we describe our process for contracting this service in five key steps. From the initial presentation to the project's start, we'll guide you through each step to ensure a smooth and successful experience.

1

Presentation

Our consultants will present the overall objective, schedule, and content of the work meetings, mentioning the expected outcome of each meeting as well as the deliverables at the end of the workshop.

2

Quotation

After the first meeting, you will personally receive our quote based on the number of participants agreed upon with our Consultants. Review the terms and conditions, as well as payment methods, and ask the Consultant for clarification of any questions.

3

Pay

Make the advance payment for the Consulting fees.

4

Kick Off

Set a start date for your Steering Committee meetings.

Request an introductory visit

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