Premium Strategic Retreat Kit

Resource Kit
AUD$499 (GST included) + postage & handling

This kit includes all the elements in the standard kit, but has additional workbooks if you think that there may be complex challenges.

The kit contains:

* For ease and flexibility, the workbooks will be sent to an email address provided by you

The Strategic Planning Workbook

The Strategic Planning Workbook

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The Strategic Retreat - 40 Minute Video

The Strategic Planning Workbook Video

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Diagnostic Workbook

The diagnostic workbook provides you with practical steps so that you can collect the facts you need to reveal the financial and other benefits that will be available to your organisation when you have run a strategic retreat. To enable you to complete this straightforward analysis, the workbook contains suggestions about where the data you need is likely to reside in your organisation, it provides tables and charts that you can use to present the information to managers.

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Article Packs

Good strategic planning is easier if people have completed some ‘warm up’ thinking. A number of short articles on different strategic issues will be provided that you can give to the participants so they can begin the process of ‘strategic thinking’ before they start to do the strategic planning.

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Retreat Presentation

Some executive groups like to have the opportunity to think through the questions that they will be asked before you run the retreat. This PowerPoint presentation provides you with the slides and a script so that you can comprehensively describe the activities and outcomes associated with the retreat. The presentation describes the ‘circle of opportunity’ and also covers the four key strategic choices that are available to your organisation.

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Retreat Preparation Workbooks

You do not want to be half way through the retreat and then realise that you should have collected some information, or included another person, or completed some preparation before you arrived. These two workbooks cover the following:

  • Pre-Retreat Workbook One: This helps you identify the types of information that you will need to prepare and bring in case it is needed to support a discussion or make a decision.
  • Pre-Retreat Workbook Two: This workbook helps you to analyse the participant list, so that the right people are involved. If there are too few people, then there is insufficient ownership of the outcomes, but if there are too many then the process becomes unwieldy, and there is a tendency to compromise some of the decisions. This workbook also helps you to identify the stakeholders in your business, in case you need some input from them before the workshop.

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Twelve Retreat Workbooks

This set of workbooks is designed to enable you to put together exactly the right retreat for your organisation, and so each of the key sessions is provided as a ‘module’. These ‘modules’ can be put together in a number of different configurations, and suggested agendas are provided for different types of retreats. This means that you can run your strategic retreat as a two or three day event, and you can include as much as you want. For example, you can incorporate an examination of your ‘mission, vision and values’ if you want, or you can skip over these sections if you have already completed this thinking by using a different agenda choice.

The workbooks are a step by step guide for you to follow. They provide you with a ‘script’ of questions to ask, blank templates to use, and an example as a reference. The workbooks provided are as follows:

  • Workbook One - Choosing the Agenda: This workbook takes you through a set of questions that reveal the ‘modules’ that apply to your business, and help you to choose the agenda that will deliver the outcomes that you want.
  • Workbook Two - The Scenario Options Analysis: This strategic tool helps you to form a picture of the kind of world that your organisation is likely to inhabit, and the shape it is most likely to take in the next five to ten years. It is used early in the retreat, and it helps you to assess the likely future scenarios for your organisation and to identify which of these is most likely to come true. This analysis does not directly generate strategic decisions; rather it provides a context for the decisions that will be made later on.
  • Workbook Three - The Market Future Analysis: This powerful tool shows you which customers and markets are likely to do well in the future, and which ones will decline. It helps your organisation to channel resources so that you can benefit from the success stories in your industry. This analysis also provides you with a coarse estimate of the amount of revenue you are likely to generate in the next five years.
  • Workbook Four - The Life Cycle Analysis: This shows you where your products/services/customers are in their lifecycle. It shows if they are in their growth, maturity or decline phases, and gives you the basis for making decisions about how to invest and how to resource your organisation.
  • Workbook Five - The Portfolio Analysis: This workbook shows you how to categorise your products/customers as one of the following: (a) Cash cows (b) Stars (c) Dogs (d) Not sure which category they fit into. This revealing analysis shows you where the future of your business lies, and it helps with the investment and resource decisions that you will make later on.
  • Workbook Six - The SWOT Analysis: The strengths, weaknesses, opportunities and threats (SWOT) analysis is amazingly powerful when used correctly. The workbook shows you how to identify your internal strengths and weaknesses and your external opportunities and threats and then categorise the data you have produced so that it becomes useful and actionable information.
  • Workbook Seven - The Concentration of Effort Analysis: This practical analysis concentrates all the data that has been produced so far, relates it to your long term ambitions and then creates strategic projects that will take you from your current situation towards your desired future position. You will identify the barriers that need to be removed, and you will specify the changes you need to make to take advantage of the opportunities that are available.
  • Workbook Eight - The Activity Hedgehog: This tool enables you to turn the output from the concentration of effort analysis into achievable projects that are within your managers’ power, resources and time constraints to achieve. When you have completed the activity hedgehog you have developed the overall action plan for implementing the strategic elements of your plan.
  • Workbook Nine - The Movement Analysis: This tool helps your managers to define the changes that should arise from making the changes that have been decided. This ‘movement’ can then be captured, and it provides the measurement framework to support the introduction and monitoring of the plan.
  • Workbook Ten - Your Mission: If you do not have a formal mission statement - or if you want to review your mission statement - this ‘module’ provides a practical process that helps your organisation to answer the question “Why are you here?” in a crisp and concise manner.
  • Workbook Eleven - Your Vision: If you do not have a formal vision statement - or if you want to review your vision statement - this ‘module’ provides a practical process that helps your organisation to answer the question “Where are we going?” in a way that is measurable, inspirational and able to be used by managers to guide day to day decision making.
  • Workbook Twelve - Your Values: Values are becoming increasingly important as a way to define an organisation, and as a touchstone for decision making. If you want to develop/review your values this 'module' takes you through a practical exercise that results in behaviourally defined values statements.

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Change Workbook

If you are facing a significant change, such as the likely loss of a product line, the loss of a key customer or market, an acquisition, the entry of a powerful competitor, and so on then you will need to complete some in-depth analysis before the retreat. This workbook helps you to understand the dimensions and possible impacts of this change. It provides you with frameworks you can use to present the data and it contains a process that you can follow to discuss this change at the workshop.

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Conflict Workbook

There may be a certain amount of conflict at a strategic retreat. This is not unusual. However, if you know that there are individuals who will use this as an opportunity to parade grievances, or if there are factions within the participants that will support, or if you have an unusually volatile group, then this workbook provides you with assistance. The workbook contains suggested ways to set up the process that make it hard for destructive conflict to dominate, and it provides processes so that you can use a facilitator who will help you to manage conflict successfully.

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Negotiation Workbook

It may be that some outcomes and decisions need to be negotiated between participants, particularly if your group is made up of people who are representing others. This workbook provides a sound framework for creating a negotiated outcome that can be agreed by all the participants.

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Invention Workbook

If you think that it is likely that some or all of your organisation may have to be re-invented, and if some of that will happen during the retreat, then this workbook provides you with practical frameworks and models you can use. The contents of this workbook help you to guide discussions and decisions about the people, processes, customer and financial implications of changes including re-structuring, downsizing, re-location and mergers.

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Post-Retreat Workbook

You will conclude the retreat with a lot of information and a set of key decisions. This information needs to be recorded in a way that reminds the participants about what they did and decided, and it also needs to be available to be given to people who were not at the retreat.

This post-retreat workbook contains suggestions for several different ways that you can present the information generated and outcomes of the retreat, so that you have a thoroughly professional document that can be used as a reference document for charting progress.

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