STRATEGY + SCORECARDS

Every organization has a mission to fulfill and optimal ways of doing that by generating value.

Strategy is about having a vision and then following it through. We help organizations identify their core values, appreciate their people and strengths, grapple with issues, consider alternative scenarios, shape motivating visions and identify strategic goals.
Then we help you to translate strategy into communications tools and a scorecard. This is positive proactive accountability.

The result? Everyone knows where the organization is headed, what the game plan is, and their part in it.  We seek to understand your organization’s unique purpose and facilitate strategic planning.  This typically involves the following steps:

  • Stakeholder Outreach: what are their expectations and views?
  • Strengths, Weaknesses, Opportunities and Threats analysis: the classic method yeilding a good summary of the organization's present position
  • Preliminary Summary: issues that are challenging the organization, driving change
  • Planning Sessions: organizational leaders examine mission, vision, scope and strategy to generate long term goals and choices on how to accomplish outcomes
  • Scenario-Planning (optional)
  • Visual Summary: text based or as a strategy map
  • Strategic Plan Implementation (see below Implementation, Accountability and Alignment)
  • Communications regarding the emerging strategic plan
     

                                        

Sample Visual Summaries 

Organizational Scorecards

We take your strategic plan and help you map it into a picture of how your organization works, what key drivers are important, and how they contribute to high-level outcomes for your stakeholders.

From your strategy map, we work with you to create an Organizational or Corporate Scorecard based on the classic Balanced Scorecard method. This Scorecard allows the management team and board to know if the organization is on track, and whether short- and long-term initiatives (such as investments, special projects, etc.) merit enhancement, refinement or a rethink. We help your senior staff team to identify indicators for key objectives, or elements, of the strategy. Because what gets measured gets done, a scorecard is a powerful tool to motivate performance. As you might imagine, the right measures need to be chosen. We are careful at this stage to pick the reasonable, best ones.

And there's more as you implement strategy. Target setting, aligning roles and improving key organizational processes are all next steps.  All of this is easier when you know the intended results, the key drivers, and the performance indicators. 

Strategy is more than creating a vision. It is ensuring follow-through and getting feedback on what's working and what's not. We approach strategic planning with execution in mind.

 

“The Strategic Plan was approved by our Board of Directors. It was an excellent plan because Lyn is an excellent consultant. Her strengths in my view are keen intelligence, an unusual ability to engage a broad range of stakeholders, draw out their ideas and lead them to consensus, and a highly efficient approach to getting a job done, on time and within budget. She is, bar none, the best consultant I have ever worked with.

Françoise Hebert
Executive Director
Alzheimer Society of Toronto
 
 
 

“Lyn has taken our strategic planning work to a place we couldn’t have reached without her. Lyn guided taking the Board and staff from a text-based discussion of strategic directions to developing a dynamic, inspiring and effective strategy map that now governs all our future work-planning activities. She did this with great respect for our different roles, the pressures of our workload and infused our work session with skilled and entertaining facilitation. I continue to work with Lyn in bringing each step of the strategy map-based work planning forward at OMSSA and am only looking forward to greater success.”


KIRA HEINECK
EXECUTIVE DIRECTOR
ONTARIO MUNICIPAL SOCIAL SERVICES ASSOCIATION (OMSSA)