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Strategic Planning
Services and Clients
We conduct strategy sessions yearly for a wide cross-section of clients.
Approaches are individualized for each organization based on the planning group,
environment, and client needs. The distinguishing factor in our work is the
inclusion of:
Cutting-edge methods from the field of future studies
Quick-paced facilitation in short time frames
Facilitated, good-natured group consensus
Bob Treadway’s broad exposure to other companies and industries
Client Comment
"Bob has a great combination of skills that serve him well as a facilitator
-- organization, versatility, technical savvy, tact, firmness, insight, perseverance,
patience, plus a well-rounded background and set of experiences."
Fred Gebarowski, Associate Executive Director
ISA - the International Society for Measurement & Control
Recent Clients
Gillette (Manufacturing Operations)
Finance Development & Training Institute
Addison Avenue Credit Union
Qualstar Credit Union
Delta Dental of Rhode Island
County of Catoosa, Georgia
ISA - the International Society for Measurement & Control
Ringgold Telephone Company
John Deere Community Credit Union
Catellus Development
Golden 1 Credit Union
Charter Oak Federal Credit Union
Southwestern Bell, Special Markets
Capital City Savings (Edmonton, Alberta)
AT&T Wireless Regions
Fresno Surgery Center
Selco Credit Union
National Rural Telecommunications Cooperative
Some of the tasks, topics, and levels of our participation include:
Environmental Scanning
We’ll set the playing field for the next year to five years in your specific
industry, organization, or situation. External opportunities, threats, contingencies,
competitor strengths, non-forecasted competition can all be covered.
Scenario Development
The best plans are those that work within a range of possibilities.
Scenarios are the alternative pictures of the future that set a foundation for your
flexible preparation for the future. We’ll facilitate the development of
alternative scenarios for the future and bring you the experience of a wide cross-section
of industries and fields. This process expands thinking, identifies opportunities, brings groups together,
and develops robust strategies for the future.
Implication Development
This process builds a strong foundation for action. By examining successive layers of implications based on
market developments, competition, potential tactics, or any other factor a clearer view of strategic options is
revealed. Our clients have used this technique for a wide range of situations in order to bring multiple minds
to bear, create robust alternatives, and to gain perspective in order to avoid operational mistakes.
"Directions"
More and more organizations are seeking not a single "best plan" for the future,
but a set of "directions." These overall "strategic intents" allow movement within
an organization toward a range of future possibilities in terms of new markets,
better processes, improved customer relationships, and a stronger team effort.
A unique group "mind-mapping" exercise gets more participation and develops a
sharper focus for the organization.
Goal-Setting and Tactical Plans
Taking the directions to the implementation stage, this is the traditional
process where a step-by-step plan for the immediate future is developed.
Optional in full facilitation.
Full Facilitation
All of the above steps can be facilitated for your goal-setting or strategy meeting
or retreat. We can add design, tracking systems, and consulting to aid in
after-meeting usage.
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