Strategic planning coaching and facilitation

Boost the clarity of your thinking ……….. Understand your strategic position better …………. Surface fresh ideas and perspectives ……….. Make more confident strategic decisions

Organisations usually struggle or fail without a driving purpose, vision and strategy.

If you’re a charity or non-profit, you’ll struggle to create impact. If you’re a business, you’ll struggle to satisfy your customers and hit your bottom line.

But, equally of course, once you have a strategy, the world doesn’t stand still: there’s a need at regular intervals to assess how your plans are going and update or, if needed, refresh or change your current strategy.

An independent ‘strategy and thinking’ partner for CEOs and Boards

But finding time and space to focus on strategy isn’t always easy. Equally, if your organisation is facing major change, transition (e.g. a new CEO) or disruption, external professional support can be invaluable. As independent executive-support facilitators, we can assist you along the whole strategy or change process – bringing too that vital, ‘outside-in‘ perspective.

Review your strategic position. Engage your stakeholders.

An internal review involves taking a look over your organisation’s performance, activities/processes, products/services, resources and capabilities. An external review includes analysing your competitive position and identifying significant trends or issues in your market/sector and wider environment. At the same time, a strategic review requires talking with your key stakeholders, to understand their views and expectations.

We’ll bring expertise in a range of research, analytical and consulting tools to such a review. Our techniques range from targeted desk/online research and dedicated surveys to face-to-face consultation visits, focus groups and facilitated group workshops.

Purpose, vision, values & strategy development

Developing strategy begins with checking off or updating what is your organisation’s long-term purpose, vision, key goals for future success, and distinctive ‘values’ – acting like a ‘north-star‘ for your organisation. Then comes developing and assessing different strategic pathways and options for the future, leading to a set of choices of policy and action for the coming years.

We offer expertise and support in all these areas of strategy development, working closely alongside your management team, as you wish. This includes designing and running tailored group workshops on key strategic issues and challenges that arise in the strategy process, as well as flexible working with individual teams or managers.

Fast, agile and adaptable strategy

To face today’s faster-moving world, the traditional approach of detailed multi-year plans is usually best replaced by a rolling approach of regularly updated plans, working within a medium-term strategic framework. At the same time, it’s vital to keep your organisation as change-centred and flexible as possible. We can assist you in all these areas.

Focused strategies and tactical plans

Complementing and backing up organisational-level plans, of course, need to be more focused strategies and plans. For example, strategic plans for specific products, services or markets, plans for individual business units or divisions, and plans for specific initiatives and projects. We can assist in all these areas.

The professional expertise and support you need

Strategy is about asking vital questions and framing critical courses of action for the future. It’s one of the most important – but demanding – tasks of leadership.

By working with Owen Morris, you’ll be able to access that, vital extra professional know-how, expertise and support that will complement your own team many times over.

Whether you’re looking for support in a specific area of strategy, or for more substantial support with a strategic review or development project , we’d be pleased to assist. Contact us at the office on 01994 278118 or email us via via the Contact page on this website.