STRATEGIC PLANNING PROCESS & FACILITATION

Building Strategies and Tactics for Your Success

How important is Strategic Planning to an organization?

Strategic planning is not just a necessity. It’s the cornerstone of sustainable success for any organization. Go beyond sticky notes on flip charts and build a comprehensive strategic plan from the ground up.

The strategic planning process is essential for setting a clear direction, optimizing resource allocation, adapting to a changing marketplace, and ensuring the long term success and sustainability of the organization. It is a forward looking approach to achieving organizational goals such as employee retention. To guide this process, you need a person in charge of directing the group. This is the role of a facilitator or coach.

Dr. Troy's Compass Strategic Planning Process is a proven four step formula: Discover, Assess, Tether, and Accelerate.

Dr. Troy Hall specializes in facilitating, guiding, and directing senior leadership teams and boards of directors through a proven strategic planning process. The goal is to produce a completed, comprehensive business plan that serves as a roadmap to success.

Use a facilitator or coach, like Dr. Troy, for your strategic planning process and receive numerous advantages for your organization. A facilitator can significantly enhance the effectiveness and efficiency of your strategic planning process. Dr. Troy brings objectivity, expertise, and a structured approach to the table, helping your organization develop clear, actionable strategic plans that can drive success. PLUS, Dr. Troy knows how to help you involve multiple levels of employee participation throughout the organization.

Get everyone involved in the process. When people are involved, they own it and are better equipped to work toward the future direction of the organization.

Dr. Troy’s approach incorporates a range of powerful tools and methodologies designed to bring clarity and effectiveness to the strategic planning process. These tools include a Political, Economic, Social and Technology (P.E.S.T.) Analysis, Scenario Planning and Mapping worksheets, Balanced Scorecard Basics, Porter's Three Generic Marketing Strategies, along with a comprehensive Project Portfolio Tracking System. Learn more about each below:

What type of analysis is good for strategic planning?

Strategic Planning Process and facilitation

P.E.S.T. Analysis

Dr. Troy recommends including the process that starts with a thorough Political, Economic, Social, and Technology (P.E.S.T.) Analysis. This in-depth assessment helps organizations gain a clear understanding of the external factors that impact their industry, allowing for informed decision-making. Companies can see the big picture overview that forces of change are bringing, and then take advantage of any opportunities this change presents.

There are easy to follow steps for leader instruction to gain feedback and perspective from staff in all areas of the organization. Dr. Troy has found that obtaining the perspective of those employees with “boots on the ground” is valuable and important to employees. When an employee has a sense of inclusion, they take ownership of the overall plan which in turn leads to higher employee retention and engagement.

As Benjamin Franklin has been quoted to say, “Tell me and I forget, teach me and I may remember, involve me and I learn.”

By gaining insights into the political, economic, social, and technological aspects of their environment, organizational leaders can make more informed choices and better position themselves for success in an ever-changing world.

Scenario Planning and Mapping Worksheets

To navigate an ever-changing business environment, scenario planning and mapping worksheets are invaluable. They enable organizations to anticipate potential futures, identify risks, and proactively adapt their strategies. This critical step involves taking two likely trends and determining what the scenario would resemble based on how they connected.

Balanced Scorecard
Basics

The balanced scorecard is a proven framework that ensures all aspects of an organization's performance are considered. It provides a balanced view of financial, customer service, internal processes (efficiencies), and culture (learning and growth perspectives), helping organizations align their strategies with their vision and mission .Today’s complex business environment requires leaders to be able to balance performance parameters of multiple areas at one glance.

Porter's Three Generic Marketing Strategies

Porter's framework helps organizations define their competitive advantage by choosing one of three generic strategies: cost leadership, differentiation, or focus. Selecting the right strategy requires an understanding of how the organization interacts in a broad or narrow market. This strategic choice guides decision-making and resource allocation.

Comprehensive Project Portfolio Tracking System

To ensure the successful execution of the strategic plan, a comprehensive project portfolio tracking system is implemented. This provides a system designed for efficient monitoring of projects and initiatives, ensuring resource demands do not exceed capacity and that projects remain aligned with the strategic goals.

What engagement activities deliver results in strategic planning?

Engagement Activities That Deliver Results

Dr. Troy offers strategic planning engagements to include, but are not limited to:

Written Strategic Planning Process Plan: A clear roadmap is provided outlining the steps and timelines for the entire strategic planning process, ensuring everyone is on the same page from the start. Leaders customize the document by selecting the level of complexity of the plan, specific actionable items, and timeframes for completing milestones based on the uniqueness of the business.
Pre-planning and Progress Coaching Calls and Workshops: Dr. Troy’s coaching calls for this engagement may include, at leaders’ discretion, how to integrate the process within the culture of the organization. Collaborative sessions help finalize deliverables, clarify objectives, and ensure that all stakeholders are prepared for the planning process.
On-site Facilitation: Dr. Troy personally leads on-site facilitation sessions with the Board of Directors and key leadership. These sessions are designed to establish the congruence of goals, encourage consensus on the next steps, and foster a shared commitment to the strategic plan.

Don't leave your organization's future to chance. Engage with Dr. Troy to facilitate your next planning session or leverage his proven strategic planning process. Together, you will unlock your organization's full potential, create a Cohesion Culture™, and set a course for sustained success.

Dr. Troy helps executive leaders inspire a cohesive spirit within their organizations by aligning individual achievement with organizational success. Through purposeful engagements, Dr. Troy helps advance conversations, identify actionable items, and produce revenue-driven outcomes in the areas of culture and leadership, strategy, and change. Get started today, there’s no obligation to learn more.

Contact Dr. Troy today to discuss how his strategic planning expertise can empower your organization to thrive in today's complex business landscape.

CONSULTING SERVICES

Coaching Leaders for Employee Retention

Dr. Troy Hall specializes in coaching organizations to infuse cohesion into their culture where every employee has the opportunity to feel a sense of belonging, is valued, and shares in mutual commitments. Dr. Troy’s approach is based on his doctoral research in Global Leadership and Entrepreneurship and his dissertation in group dynamics with an emphasis on cohesion. This provides the foundation for his method of creating a cohesive, high performing team within any organization in any industry.

It’s not your grandpa’s workforce anymore.

In today's rapidly evolving professional landscape, it's abundantly clear that what worked in years past simply doesn't cut it anymore.The modern workforce has undergone a profound transformation, and the expectations of employees have shifted dramatically. No longer content with just a job, today's employees seek more from their organizations, particularly in terms of the organizational culture they nurture.

To thrive in this new era of work, organizations must adapt to these shifting expectations. They need to prioritize building inclusive cultures that celebrate diversity, invest in building strong relationships among employees, offer robust career development opportunities, align their missions with broader societal goals, and demonstrate their unwavering commitment to retain their employees. But companies need not do this alone.

How can leaders create lasting change to their organizational cultures?

As a renowned culture strategist and leadership coach, Dr. Troy knows consulting engagements are not one-size-fits-all. Dr. Troy understands that each organization has its distinct challenges, goals, and aspirations. That's why every field engagement is customized to align with specific desired outcomes. Whether a monthly retainer or a per-project basis is preferred, Dr. Troy's flexible consulting models ensure that organizations receive the support they need, precisely when they need it.

To create a company-specific field engagement that drives lasting change and cultural cohesion, Dr. Troy recommends focusing on three important activities:

Participate in self discovery and observation: Understanding the current dynamics within the organization is the first step towards fostering a culture of cohesion. Dr. Troy and the team conduct thorough empirical observations to gain insights into the existing organizational culture. This invaluable data provides the foundation for tailoring strategies to unique circumstances.
Implement the Cohesion Culture™ Assessment Survey: Dr. Troy's Cohesion Culture™ Assessment Survey is a powerful diagnostic tool designed to measure the health of the organizational culture. By collecting anonymous feedback from employees at all levels, strengths, areas for improvement, and potential sources of tension are identified. This data-driven approach ensures that interventions are precise, addressing the real issues that impact the organization.
The Cohesion Culture™ Engagement Cycle: Once a comprehensive understanding of the organizational culture is achieved, Dr. Troy collaborates to develop a Five-Step Cohesion Culture™ Action Plan. This actionable roadmap is tailored to specific needs and is designed to guide organizations through the process of creating a cohesion-filled culture. Each step is informed by data, ensuring that resources are invested where they will have the most significant impact.

Dr. Troy's best-selling title, Cohesion Culture: Proven Principles to Retain Your Top Talent serves as a reference guide and learning tool for all consulting and coaching engagements. It encapsulates the insights, strategies, and case studies that have helped numerous leaders transform their organizational cultures into a Best Place to Work and retain their top employees.

What mistakes are hindering your organization's efforts for employee retention?

In a world where attracting and retaining top talent is increasingly challenging, Dr. Troy's expertise empowers leaders to hold onto their best employees while maximizing team potential. Dr. Troy's approach helps organizations avoid the common pitfalls that often derail human resources efforts.

Some of these mistakes that hinder team effectiveness include: lack of strategic alignment, inadequate communication, failure to address workplace diversity and inclusion, inconsistent policies, neglecting employee development, ignoring feedback from employees, overlooking employee well-being, insufficient conflict resolution and much more.

Making the effort to achieve a cohesive corporate culture and excellence when it comes to talent retention can contribute to a more productive, engaged, and satisfied workforce. This kind of cohesive workplace benefits the organization as a whole.

“Make culture a strategy and it will eat something else for lunch.”

This powerful phrase underscores the vital role of organizational culture amidst rapid change and intense competition. To not just survive but thrive, leaders must adopt an out-of-the-box mindset to make culture as important as growth. In doing so, they should initiate a comprehensive list of tactics to infuse their organizational culture with a strategic framework centered around cohesion: belonging, value, and mutual commitment. By doing so, leaders can pinpoint areas for cultural refinement and fortify the bedrock of their organization.

What the data tells us is when it comes to retaining talent, don’t put yourself in a corner or a box thinking people only leave for money.

Building a healthy and cohesive culture is not about the money. It is about the people.

Unlock the potential of your organization by embracing the power of Cohesion Culture™. Contact Dr. Troy today, and embark on a transformative journey toward creating a workplace where everyone feels a sense of belonging, are valued, and shares in mutual commitments. If talent retention and corporate culture are important to you in your organization, let’s make it happen. Together, we can shape a culture that drives success and fosters excellence.

SERVICES

Powering Up Your Culture, Leadership, and Strategic Planning

Consulting Services

With over 80 years of practical business experience, Dr. Troy and his team assists CEOs, founders, and executive leaders in the areas of culture integration, leadership development, and change management.

Strategic Planning Process & Facilitation

Develop a comprehensive plan to organize strategies, develop balanced goals, assess marketing and branding awareness, and map strategic scenarios.

Leadership Coaching

If you are ready to take your leadership to the next level, the Accountability Coaching for Transformation (ACT) challenges you to achieve your personal, desired leadership outcomes.

Leader Action Plan

Focus on specific behaviors identified through a proven and qualified assessment survey. Each plan is built to specific goals for each individual leader.

Cohesion Culture™

When leaders infuse cohesion into their work culture, they achieve a level of performance that positively impacts productivity and creativity. Individuals feel included, purposeful, and eager to offer suggestions.

Connect

Have questions or looking for more information. Connect with Dr Troy today!

Connect

ABOUT DR. TROY HALL

Taking Cohesion Around the Globe

ABOUT DR. TROY HALL

Taking Cohesion Around the Globe

Recognized as one of the Top 20 Business Leaders by Valiant CEO Magazine, and featured on The Today Show, ABC, the Global BV-TV Network, Beyond the Business Radio Show, and CEO World, Dr. Troy Hall is an award-winning talent retention consultant, international speaker and multiple bestselling author.

As the founder of Cohesion Culture™, Dr. Troy has dedicated his career to establishing a cycle of culture wellness in the corporate and professional sphere. His consulting and executive coaching engagements are built on the strategic framework of Cohesion Culture™, making the concepts of belonging, value, and shared commitment easy for organizations to adopt and implement.

Around the Globe Talent Retention Expert

His doctorate in Global Leadership and Entrepreneurship has sent him across the globe to help leaders create cultures of cohesion and retain top talent in their organizations.

With more than 40 years of practical leadership experience and a Ph.D. in Global Leadership & Entrepreneurship, Dr. Troy's passion is helping others succeed. His consulting and executive coaching sessions have positively impacted organizational leaders around the globe on how to create cultures of cohesion to retain their top talent.

From the U.S. to Canada and the United Kingdom, from the Middle East to Africa, Asia, and Australia, Dr. Troy has spoken at global conferences as a subject matter expert on the topics of culture & leadership, strategy, and change.

Dr. Troy is a Brainz 500 Global recipient in recognition of his entrepreneurial success, achievements, and dedication to helping others. His doctorate in Global Leadership and Entrepreneurship has sent him across the globe to help leaders create cultures of cohesion and retain top talent in their organizations.

Are you ready to transform your organization through talent retention?

CONNECT WITH DR TROY

International Development Educator

Dr. Troy is distinguished as an International Development Educator and recipient of the South Carolina State House Resolution for his Global Leadership Exchange program, an international mentoring program.

Dr. Troy developed the industry-recognized mentoring program for the Carolinas Credit Union League Protégé program. Using his executive performance coaching skills, he mentors emerging leaders through the College of Charleston's International MBA program where he also serves as a consulting advisor.

Dr. Troy has served on the boards of the School of Business for Charleston Southern University and Lowcountry Orphan Relief and is an advocate voice for raising funds and awareness for the South Carolina Chapter of the Alzheimer’s Association.

Cohesion Culture™ Award-winning Approach

For insights into his award-winning approach of developing a Cohesion Culture™, connect with Dr. Troy. Be sure to take the “quiz” to determine if your organization is on the right path. Ask Dr. Troy about culture and leadership advice by connecting with him on all social media platforms @DrTroyHall.

"You don’t have to know everything, you just need to be teachable." - Dr. Troy

Talent retention is your key to organizational growth. Connect with Dr. Troy to learn how the Talent Retention Model™ is impacting organizations around the globe and can immediately impact yours.

Yes, I'm ready to take the first step

LEAD. DEVELOP. RETAIN.

Transforming Organizations through Talent Retention

Get Your Free Electronic and Audio Versions of the Bestselling Book, Cohesion Culture: Proven Principles to Retain Your Top Talent

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Who is
Dr. Troy Hall?

A global expert in Talent Retention Strategies, Dr. Troy guides leaders to infuse cohesion into their cultures and retain their top talent.

A global expert in Talent Retention Strategies, Dr. Troy helps organizations win the battle when it comes to keeping your employees.

Consulting Services

Allow a team with over 80 years of combined corporate and entrepreneurial experience to offer advice in the areas of culture and leadership, strategy, and change.

Strategic Planning Process & Facilitation

Engage with Dr. Troy and his team to customize your strategic business plan. You will learn a proven four step process to integrate leadership, strategic thinking, and change management into your culture.

Leadership Coaching

Push yourself to the next level and don’t settle for anything other than your best self. Our program is designed for accountability coaching for transformation.