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Description

“James, you really know what strategy is, and what work you have to do, to do it.”
– Michael Utvich (Automotive Industry Strategy Consultant)
“Your process has been quite amazing. And as everybody has said, your approach and your tools have actually assisted us to arrive at this point in time so quickly.”
– Tina E (Group Managing Director)
“I came away from it with a much clearer vision, new feasible and achievable objectives and in particular what was on the hearts of my staff in these most difficult of times.”
– Louis Fourie (OHS Consultancy)
“I found this exceptionally valuable.”
– Gerhard S (Group Executive)
What is the value of an actionable strategic plan, effectively executed?
What percentage increase in revenue/market share/EBITDA do you want to achieve over 3 years? What value would you attach to a method, training and tools that enabled you to achieve this?
In this online course learn about what strategic thinking really is and how you should approach the strategic planning process in your organisation.
Dr Robertson draws on his economics, engineering and military experience to present a very structured and systematic strategic mindset.
Learn and apply the concepts, tools and methods that will help you quickly and accurately analyze your strategic environment.
Learn how to approach the development of a detailed, prioritized strategic action plan that will guide your organization in delivering the value you know is there.
In this course you will get:
The StratMap© and StratSnap© strategy tools
for preparing and managing your workshop as well as harvesting and analysing critical planning information
Demonstration lessons on these tools
showing you how to use them as part of the strategic planning process you will learn
Lessons about running strategic planning workshops in a micro-learning format;
each lesson presents 3-5 executive learning outcomes that you can immediately apply and take advantage of in your business
A systematic and structured approach to the development of strategic plans;
a no-nonsense direct message that cuts through the hype of strategic consulting
An overview of the strategic planning process;
the tools and method, governance, focus questions, strategic map, how to approach brainstorming, synthesis of critical factors and the right mindset for converting critical factors into an implementation plan
A full understanding of what strategy is, what it is not and how it actually drives business success
Case studies that help you understand the essence of strategic thinking
so that you have practical reference points for the concepts and definitions that are taught in this course
Enrol today so that you can learn and apply data-driven, software enabled methods that are based on the essence of true strategy for fundamental and long lasting transformational change in your organisation.
Take advantage of Dr James Roberston's decades of experience and straight talking teaching.
Who this course is for:
Business people involved in analysing and developing an effective strategy for competitive advantage
Anyone who is looking for a structured and systematic approach to successful strategic thinking
Executives and leaders who need to create a clear path to competitive advantage for their organisation
Anyone looking to run better planning workshops using structured methods and top tips

What you'll learn

Set up the Governance, Sponsorship, Objective and overall Strategic Map should be agreed with the relevant Executive or Senior Manager

Setting Up Before Your Strategic Planning Workshop & Learn The StratSnap© & StratMap© Tools

Focus on 1st order level information with strategic snapshots and constant narrowing of focus

Define what a solution should deliver to determine beneficial business impact

Requirements for a successful strategic analysis and design outcome

Getting the right Governance in place: role of the Sponsor

Who Should Be The Delegates For The Strategic Workshop

Case Study Strategic Planning: Leadership Crisis Defused

Determine the objectives, essence, focus and critical issues to solve

Learn The StratSnap Critical Issues SnapShot process

Critical Factors: Determination, Characteristics & More

Setting Up The StratSnap Tool For Your Strategic Planning Workshop

Running The Strategic Planning Workshop: Brainstorming, Capturing & Synthesizing

In The Workshop: Critical Factor Analysis & Synthesizing

Using The StratSnap Tool: Demo & Explanation

The 2nd Part Of Your Strategic Planning Workshop: Ranking Critical Factors & Weighting

Managing scoring: Current, Forecast, Objectives, Historic & Trends

Analysing The Results & Developing & Completing The Strategy

Developing a Robust Strategic Design

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Introduction
11
1.1-Introduction
1.2-Download Here: All The Strategic Planning Tools You Get With This Course
1.3-Let's Celebrate Your Progress In This Course: 25% > 50% > 75% > 100%!!
1.4-Who Is Dr James Robertson: Strategic Planning Thought Leader & Strategy Doctor
1.5-Introduce Yourself To Your Fellow Students And Tell Everyone What Are Your Goals
1.6-Definition Of Strategy
1.7-Whiteboard Overview Of Key Concepts & Tools In This Course
1.8-An Engineering Approach To Strategy
1.9-What Does The Engineering Approach Entail In Business Strategy
1.10-Strategic Planning Post COVID
1.11-7 Critical Questions For A Crisis
2-Requirements for a successful strategic analysis, design outcome: Critical Roles
3
2.1-Requirements for a successful strategic analysis and design outcome
2.2-Getting the right Governance in place: role of the Sponsor
2.3-Who Should Be The Delegates For The Strategic Workshop
3-Case Study Strategic Planning: Leadership Crisis Defused
2
3.1-Leadership Crisis Defused
3.2-Corruption and Sabotage Exposed
4-Setting Up Before Your Strategic Planning Workshop & What Is The StratSnap Tool?
6
4.1-Prework before the workshop
4.2-Be clear on the objective: Constantly narrowing focus to critical issues
4.3-Define what a solution should deliver: Be Clear On Beneficial Business Impact
4.4-Planning Period and Iterations
4.5-Before the start of the workshop
4.6-Developing an IT Strategy
5-Determine the objectives, essence, focus and critical issues to solve
5
5.1-Determine The Workshop Objective
5.2-Conduct interviews with critical stakeholders and executives: essence & focus?
5.3-Determining the ESSENCE of the business and how it thrives
5.4-Analysis of the strategic environment
5.5-Strategic Parameters Core Strategic Drivers
6-Learn The StratSnap Critical Issues SnapShot process
3
6.1-Preparation: The StratSnap Critical Issues SnapShot
6.2-You've Achieved 25% >> Let's Celebrate Your Progress And Keep Going To 50% >>
6.3-These Toolsets and Methods have been successful for 12 years
7-Critical Factors; What They Are
3
7.1-What Are Critical Factors: Very Important To Get This Right!
7.2-Critical Factor Determination
7.3-Critical Factor Characteristics
8-Setting Up The StratSnap Tool For Your Strategic Planning Workshop
6
8.1-Conventions with the Tool
8.2-What IS a Focus Question For The SnapShot
8.3-Focus Questions and the Strategic Map
8.4-Focus Questions & Core Strategic Objectives
8.5-Capture Session Details
8.6-Setting Up The Delegate List
9-Running The Strategic Planning Workshop
6
9.1-Outline of the Strategic Snapshot Process
9.2-Starting the Strategic StratSnap© process
9.3-Brainstorming The Detail Factors
9.4-Capture Brainstorm Results
9.5-Notes on Brainstorming
9.6-More About Detail Factor Brainstorming
10-Tips For Running Your Strategic Planning Workshop Online
5
10.1-How To Engage Your Workshop Participants Using "Virtual Eye Contact"
10.2-How To Communicate & Facilitate Better In Online Workshops & Meetings
10.3-You've Achieved 50% >> Let's Celebrate Your Progress And Keep Going To 75% >>
10.4-A Tip For Managing A Break Period During Your Online Workshop
10.5-Increase Workshop Engagement: Learn How To Use The Poll Feature In Teams
11-In The Workshop: Critical Factor Analysis & Synthesizing
8
11.1-What People Do In the Workshop: Critical Factors (See Resources For Download)
11.2-Critical Factor Capture
11.3-Critical Factor Determination:Criticise
11.4-Critical Factor Determination:Synthesis
11.5-Primary Critical Factors
11.6-Abbreviated Critical Factors
11.7-Critical Factor Dimension
11.8-Critical Stages
12-Using The StratSnap Tool: Demo & Explanation
1
12.1-Detail Factor Sort and Grouping
13-Test your knowledge now to achieve your goals!
1
13.1-You can do it! Maximise your score and boost your learning!
14-The 2nd Part Of Your Strategic Planning Workshop
14
14.1-Printing The Delegate Worksheet
14.2-Ranking The Critical Factors
14.3-Weighting The Critical Factors
14.4-Factor Weighting Steps
14.5-Capture Dimension 1 Weights
14.6-Factor Weighting Shares
14.7-Summing up Weights
14.8-You've Achieved 75% >> Let's Celebrate Your Progress And Keep Going To 100% >>
14.9-Weighting Graph Data
14.10-Critical Factor Weight Explanation
14.11-Scoring
14.12-Factor Scoring
14.13-Managing Historic Scoring
14.14-Score Data
15-Managing Scoring
10
15.1-Current Scoring
15.2-Forecast Scoring
15.3-Objective Scoring
15.4-Quality Control on Objective vs Current
15.5-Score Graph
15.6-Objective vs Forecast vs Current
15.7-Historic Score Distribution
15.8-General Trend of Factor Scores
15.9-Strategic Tragectory
15.10-Score Evaluation Prespective of Status
16-Analysing The Results & Developing & Completing The Strategy
6
16.1-Critical Factor Summary
16.2-Developing a Robust Strategic Design
16.3-Weighted Gaps
16.4-Sub-Factor Determination
16.5-Delegate Acceptance Rating
16.6-Completing the Strategic Analysis
17-Undertake Further StratSnaps As Required
2
17.1-Undertake Further Strat Snap
17.2-You've Achieved 100% >> Let's Celebrate! Remember To Share Your Certificate!!
18-Learn Strategic Gap Analysis Using The Features Of The StratGap Tool
29
18.1-Training Part 3: Strategic Planning Workshop Training
18.2-Gap analysis preparation
18.3-Save spreadsheet for this session
18.4-Post out session details on stratsnap
18.5-Post in and out in stratsnap details
18.6-Delegate list
18.7-Post forward session details
18.8-Standard implementation areas
18.9-Standard Funcitonal areas
18.10-Weighted gap examples where two factors stand out
18.11-Critical Gaps First
18.12-Gap Analysis
18.13-Gap 3 Synthesize Projects
18.14-Complete Gap 3 project explanation as time permits
18.15-Determination of projects to close the gap info and spreadsheet tutorial
18.16-Gap close project explanation
18.17-Printout gap 3 worksheet 1 and 2
18.18-G3 worksheets
18.19-Complete G3 Project capture
18.20-Gap close contribution relative weight graph
18.21-Manpower resources, finalcial resources and analyze the next gap
18.22-Gap analysis for very small weighted gap and stratmap relative weight
18.23-Consolidated stratgap plan and in the case of a simple plan
18.24-Projects to achieve the strategic objective and info on spreadsheet
18.25-Consolidation and strategic plan design and strat action workbook
18.26-Executives - the critical constraint and example of a final plan
18.27-Other resources - Implementation Advisory
18.28-Summing up
18.29-What is strategy? essence to thrive
19-Strategic Planning Using The StratMatrix For Enhanced Action Planning
9
19.1-Training part 4 Strategic planing workshop training and other resources
19.2-Strategic Matrix - stratMatrix
19.3-Save spreadsheet for this season
19.4-Post IN and OUT session details on StratMatrix
19.5-Repeat Y axis, Delegate list and labels
19.6-Strategic Matrix - StratMatrix1
19.7-Interpretation
19.8-Post forward session details and sreadsheet info and tutorial
19.9-If you do not act within 48 hours you probably never will
20-Strategic Planning Workshop Training - Using The Strategic Map StratSnap Tool
18
20.1-Strategic Planning Workshop Training and other tools
20.2-Strategic Map - StratMap
20.3-Purpose of the StratMap
20.4-Save spreadsheet for this session
20.5-What IS Strategy
20.6-Major Categories
20.7-Strategic Map StratSnap Weightings and speadsheet info
20.8-Overall Weightings and StratSnap Weightings
20.9-StratSnap Weightings: 1. Core Strategic Objectives
20.10-StratSnap Weightings: 2. Core Strategic Parameters
20.11-StratSnap Weightings 3. Owner Critical Success Factors
20.12-StratSnap Weightings 4. Market and Product Factors
20.13-StratSnap Weightings 5. Supplier Factors
20.14-StratSnap Weightings 6. External Strategic Environment
20.15-StratSnap Weightings 7. Internal Strategic Environment
20.16-StratSnap Weightings 8. Strategic Capability
20.17-StratSnap Weightings 9. Strategic Governance
20.18-Interpretation
21-Strategic Planning Workshop Training - Using The StratAction Workbook Tool
14
21.1-Strategic Action Plan - StartAction
21.2-Other tools and Strategic Map - StratMap
21.3-Gap analysis
21.4-Purpose of the StratAction Schedule
21.5-Keypoints to note re the StratAction Plan
21.6-What is Strategy - Recap
21.7-Save Spreadsheet for this season
21.8-Session details and consolidated Stratgap plan
21.9-StartAction Preparation
21.10-StartAction Workbook
21.11-Example of a final plan
21.12-Plan and Projects to Achieve the Strategic Objectives
21.13-Creating the StratProj Stategic Project Plan
21.14-Summing up and Implementation Advisory
22-Strategic Planning Workshop Training - Key Performance Indicators & Personnel
15
22.1-Strategic Planning Workshop Training and other tools
22.2-Strategic Key performance indicators
22.3-Save spreadsheet for this season
22.4-Post out and In Session details on StratKPI
22.5-Post out and in stratsnap details
22.6-Session details summary and post forward session details
22.7-Delegate list and kpi worksheet
22.8-Personnel Strategically Aligned key performance indicators (KPI'S)
22.9-Developing the key performance indicators for the department , head of departmen
22.10-KPI Worksheets
22.11-Strategic KPI development stratsnap Critical factors and info on sreadsheet
22.12-Interpretation
22.13-KPI Measurement for infividual personnel and interpretation
22.14-Developing critical competence = knowledge and experience requirements
22.15-Summing up
23-Conclusion
1
23.1-Bonus Lecture
24-Test your knowledge now to achieve your goals!
1
24.1-You can do it! Maximise your score and boost your learning!