FREE SIM TOOLS

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Strategy in Motion was developed from more than 20 years of experience propelling hundreds of mid-sized companies to top-performer status.  This four-phase process is curated with proven tools for creating dynamic strategy.

By creating a flexible strategy that stays in motion, teams move to implementation without getting stuck, making success sustainable. You can learn more about the process in our latest book, Strategy in Motion™: A Proven Playbook for Companies Who Win, available for preorder.

 

Phase 1:

Strategic Planning Assessment Tool
Strategic Planning Team Tool
Stakeholder Goals Tool
Current Momentum Tool
Board/Advisor Survey Tool
Key Customer Interview Tool
Competitive Analysis Tool
7 Factor External Analysis Tool

Phase 2:

SWOT: Internal / Internal Analysis Tool
Strategic Plan Summary: Current Reality Tool
Strategic Plan Summary: Desired State Tool
Business Segmentation Tool
Business Segmentation Forecast Tool
Strategic Priority Tool
Strategic Plan Summary: Strategic Choices Tool
Strategic Plan Key Concepts Tool

Phase 3:

Implementation Checklist Tool
Strategy Scorecard Tool
Run-the-Business Balanced Scorecard Tool
Priority Action Plan Tool
Team Meeting Calendar Tool
6 Core Strategic Questions Tool

Phase 4:

Internal Strategic Planner: Certification Checklist
Quarterly Priority Review Tool
Strategic Process Checklist Tool

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