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Plans should be made for the team that is managing the business.
Plans should be in the format, and with the detail that the management team will use in regular reviews of progress.
Create your plan to have most of the elements for the year at a mid-to-high level with greater detail over the next 90 days.
Create the right metrics, and the right number of metrics. What you measure you improve.
Re-visit your plan every 90 days and adjust forecasts as circumstances dictate. Add the detail necessary to run the next 90 days’ business, then measure ensuing progress against the forecasts. |
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| Strategy That Works |
Cassidy Bay Group has over 40 years of combined operational and board level experience to provide organizations with realistic advice and support during strategic planning initiatives. We deliver the right experience and skills to leverage the strengths of the management team without sidelining productivity during the planning timeframe. Our hands-on approach will show you how to prioritize goals; deliver disciplined focus; and simplify process from planning to on-going management.
Planning a new strategy or setting the objectives for a new year or a new quarter can be a challenging process, which can require large amounts of effort, and if not managed appropriately, can have poor results. Too often, plans are done ‘for the board’ and sit on a shelf after being presented. We help you tune your plan to goals and strategies that are achievable and will meet the needs of customers, investors and employees. We work to ensure you’re using the appropriate metrics and the right number of metrics to drive company behaviour and positive results. Our broad experience allows us to work with organizations at a level of involvement that is right for them. We can facilitate plan creation with the management team or we can get directly involved in creating aspects of the strategy such as investigating market drivers, competitive positioning, or suggesting core strengths upon which to build and focus an organization’s energies. |
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| How We've Helped |
| We have worked with a number of management teams; here are a couple examples of our strategy work: |
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Software Technology Company
Building Strategy |
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Technology Company
Marketing |
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| We worked with the management team to draw out the company’s situation analysis – current market drivers, competition, customer profile, etc. The team then formulated a strategy along with detailed company objectives with appropriate metrics and targets against which to measure progress, and prioritize resources and budget. |
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We worked with the management team to build a product strategy for a specific market; identifying product value and a marketing and business strategy to build awareness of this value with end customers. Then, we assisted the management team in rolling this plan out across the organization to ensure buy-in from all stakeholders. |
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