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Prepare Leadership Team

This is part 4 of a 7 part series exploring how to craft strategic initiatives.

By Mike Loughrin, CEO of Transformance Advisors

This is the fourth article in our series on strategy execution.

Click here to start at the beginning.


Milestones

For many organizations, there are six milestones for launching strategic initiatives.

Strategy Development Milestones

In this article, we will look at the third milestone.


Prepare Leadership Team

Your leadership team needs to assess the information collected during the survey stakeholder step and prepare for a planning retreat where they can discuss, debate, and agree on a course of action.

You should track the progress of each member of the leadership team in terms of accomplishing each task.

The following example shows how to track each person and can also serve to create a little competition among the participants:


Activity Jose Kate Yueun Ricardo Mick Wout
Complete Business Health Assessment 1 1 1 1
Complete Leadership Team Survey 1 1 1 1 1
Complete Personal DISC Profile 1 1 1
Read External Trends 1 1 1
Read Porter’s What is Strategy? 1 1 1
Read Six Disciplines Execution Revolution 1 1
Review Associate Survey Report
Review Benchmarking Report
Review Business Health Assessment
Review Leadership Team Survey
Review Leadership DISC Profiles
Review Competitive Analysis Report
Review Supplier and Partner Feedback
Review Customer Survey Results
Learn Strategy Software 1 1 1 1 1
Review Current Vision, Mission, and Values 1 1 1
Review Strategic Position Statements 1 1 1
Percent Complete (% of items) 28% 39% 33% 11% 39% 22%

The organization using the above example was able to get each member of the leadership team prepared and ready for the next step.


Milestone 3 is complete when:

  • All members of the leadership team are at 100% in terms of getting prepared for the planning retreat
  • All members of the leadership team are energized and can’t wait for the planning retreat to start

Strategy Execution Milestones



Want More?

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