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SERVICES | Strategic Planning

Build an organization that gets even better in times of change

Stop working long hours without the results to show for it.

should you choose to accept it...

We rapidly improve your organizational capabilities to consistently deliver on a winning strategy.

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Let’s focus on initiatives that deliver high value for our customers!
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Agile STRATEGIC PLANNING BEHAVIORS

Build your agile strategic planning muscles

We equip your teams with the
5 Key Behaviors of Agile Strategic Planning.

They include:

1

Set goals that focus on desired outcomes for your stakeholders.

2

Identify and track performance metrics that lead to desired outcomes.

3

Align goals and metrics cross-functionally across the organization.

4

Talk about potential obstacles to goals and devise strategies to overcome them.

5

Appropriately scope the resources and time needed to achieve goals.

Team members delegating strategic planning
Team members delegating on how to improve focus

Outcomes

Improve Your Focus with a Strategic Portfolio

3 Outcomes for Your Organization:

1

Aligned Strategic Goals and Performance Metrics Across Business Units:

We guide your executive team through a rigorous and collaborative process to define the strategy, goals, and performance metrics that will steer your org in a successful direction

2

A Strategic Portfolio for Balancing Execution with Capacity:

We help your leaders figure out the right balance of initiatives based on capacity and strategic importance

3

Support for Directors/Managers in Goal Planning and Performance Tracking:

We also provide support to align leaders at all levels around goals and performance metrics.
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What's the right balance of initiatives for our organization right now?
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How We Help You Execute On Strategy

2 Options for Your Organization —

WORKSHOP SERIES
Transformation Sprint

What does this
option include?

Workshop series for executives over the course of 6 weeks

Who is this for?

Organizations looking to provide basic exposure to agile strategic planning tools to executives

Outcomes

Basic knowledge of agile strategic planning

What does this
option include?

A facilitated consultative journey for your executive team and leaders at all levels over the course of 3 months, with follow-up touch points throughout the year

Who is this for?

Organizations looking to improve their abilities to execute on strategy and make progress on measurable performance outcomes

Outcomes

Measurable and sustained organizational improvements
Workshop Series
Transformation Sprint

What does this option include?

Workshop series for executives over the course of 6 weeks

Who is this for?

Organizations looking to provide basic exposure to agile strategic planning tools to executives
Organizations looking to improve their abilities to execute on strategy and make progress on measurable performance outcomes

Outcomes

Basic knowledge of agile strategic planning
Measurable and sustained organizational improvements
A facilitated consultative journey for your executive team and leaders at all levels over the course of 3 months, with follow-up touch points throughout the year

We customize our offerings to meet your needs

Depending on the needs of your organization, we’ll draw from a variety of strategic planning tools, such as:

Hoshin Kanri

Hoshin Kanri (aka Strategy Deployment) is a tried and true lean management method for aligning your company strategy across all three levels of the organization (executive, cross-functional, and frontline teams). 

Agile OKRs

An Agile Approach to OKRs (Objectives and Key Results) is an evolved approach to Andy Grove’s original formulation that helps organizations more effectively plan and execute in complex environments. 

Performance Measurement

Performance measurement is all about getting clarity on the indicators of success for your organization across all levels of the organization - and getting good at tracking strategy against those indicators. 

Derk Hendriksen

Co-CEO of Treasure8 and former VP of Sustainability at Coca-Cola
LOCATION
San Francisco, CA
INDUSTRY
Foodtech

Helping Treasure8 Execute on a Regenerative Strategic Plan

“With the help of Dr. Shannon Arvizu, we’ve been able to advance our unique, regenerative and entrepreneurial culture with a strong strategic plan in place. We’ve become fit for purpose, especially as we have grown and matured before and during the COVID-19 pandemic. We couldn’t have done it without her.”

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Work System Design

Book your complimentary 30-minute consultation to learn more about Agile Strategic Planning.

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