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Strategic Planning Consulting

Setting a common set of facts to enable value creation success

Handling transformation complexity through clarity and principled execution

Forrest Advisors accelerates strategic planning with our three primary value creation offerings:

Mission, Vision, & Values

Authentic purpose, inspiring vision, and guiding values drive organizational success.

Business Strategy Toolkit

Comprehensive framework, actionable templates, and expert guidance enable execution success.

One to Five Year Planning

Visionary, data-driven, and agile approach to drive long-term strategic success.

Strategic planning is a crucial process for defining an organization’s future direction and roadmap for getting there. It involves a systematic approach to assess the current state, set strategic objectives, develop implementation plans, and establish mechanisms for monitoring and course-correcting to drive execution of the long-term strategy.

  • Clear Roadmap: Provides a clear roadmap and direction for the organization’s growth over the long-term.
  • Blend of Short- and Long-Term: Enables better alignment of short-term goals and operational plans with the overarching strategy.
  • Build on Decisions: Facilitates more informed decision-making by evaluating opportunities through a strategic lens.
  • Drive Focus: Enhances organizational focus by prioritizing initiatives that drive strategic objectives.
  • Enable Future: Improves organizational agility by anticipating future challenges, risks, and needed resources.
Q: What is strategic planning and how does it differ from traditional business planning or annual budgeting?
Q: What are the key steps involved in the strategic planning process?
Q: What are the core components or elements that should be included in a comprehensive strategic plan?
Q: What are the main benefits of having a well-defined strategic plan?
Q: How can an organization ensure successful execution and alignment with its strategic plan?

Effective strategic planning requires leadership commitment, cascading strategic goals to operational levels, treating it as a continuous process, focusing on execution, and tying it to resource allocation.

  • Lack of North Star: Lack of leadership alignment and buy-in on the strategic plan, leading to lack of execution.
  • No Execution Focus: Failure to effectively cascade strategic goals down to operational plans and day-to-day decision making.
  • Missing New Opportunities: Treating strategic planning as a one-time event rather than an ongoing, iterative process.
  • Effort Over Outcomes: Overemphasis on the planning process itself rather than execution and value realization.
  • Misaligned Goals: Disconnect between the strategic plan and resource allocation/budgeting processes.

Organizations today are facing ever-increasing pressures. 

Shaped by Pressure.  Select the Right Change Management Partner.