Welcome to the Strategy Resources toolkit where you’ll find all the information you
need to support the strategy efforts in your organization!

In the last several months, I have been approached by a number of individuals and organizations asking about strategic planning. There has certainly been an increased level of interest in strategy, strategic planning, and strategy management.

As many of you may know, I’m a Certified Strategic Planning Professional (SPP) which dovetails so perfectly with project management! My experiences with strategic planning and project management have helped me to understand some of the key foundational tools for guiding businesses, and individuals, with their strategy efforts.

Because of your interest in all things strategy, I have developed this page to help you get started in laying that foundation so that you can begin contributing to the strategy efforts in your organization.

Although this resource is relatively new, I will be adding additional tools and templates to the page to help with your efforts. I encourage you to share any questions that you may have regarding strategy. You can contact me directly with a note.

Resources you can use to help support the strategy activities:

Strategy FAQ’s - There are so many questions about strategy, strategic planning and management that I wanted to help you by capturing a number of these questions in a document for your review. My strategy practice focuses on helping small businesses understand the value and power of strategic planning. Maybe some of these questions and answers might help you as well. If you have any other questions, let me know! I would love to hear from you!

Strategic Planning Process - This process map provides an overview of some of the typical strategic planning activities required for a comprehensive, and collaborative, planning process.

Strategic Plan Illustration - During speaking engagements about strategic planning, I have found it helpful to provide an example of what a strategy plan may look like. Although this is meant to be very simplistic, the visual image can help to illustrate the various components of a strategic plan and the importance of using the S.M.A.R.T. criteria with goal setting.

Strategic Planning Glossary - Use this glossary to help strategy participants understand some of the terms that are used throughout the strategy process. Understanding the key terms can be a foundational element to the overall success of your strategy.

Strategy Roles & Responsibilities - This document provides some details on the various roles included in the strategy efforts and what their key responsibilities can be to help drive a successful strategy management program.

The Strategy Workbook - Your Resource for Initiating, Planning, Designing, and Implementing Your Strategic Plan - This Workbook is the companion volume to The Project Roadmap! In this ebook, you will be led through the various elements of a strategic planning process from the pre-planning activities, through to the meeting agendas, working with the leadership team, communication planning, confirmation of the strategy goals and initiatives and understanding the roles and responsibilities of the strategy team.

If you’re interested in starting a discussion on strategy and learning how you can support these efforts in your organization, feel free to use some of the information in this Strategy Resources toolkit and in my brochure. You will find a number of benefits associated with learning, understanding, and applying project management practices along with your strategy activities. Are you ready?