CRS Management Consulting Strategy Workshops PDF

Corporate Renewal Solutions
Strategy Workshops
Corporate Renewal Solutions
November 2009
Restoring and sustaining corporate value
CRS Strategic Planning Workshops:

Workshop objectives
Types of workshops offered
Workshop logic
Typical workshop programme
About us
WORKSHOP OBJECTIVES
Our strategic planning workshops have 3 main objectives

Mission
Vision
2009 Corporate Renewal Solutions
Build
mutual trust
and respect
Insight
Increased
commitment
and
accountability
Core
purpose
Customer
value
proposition
Having
fun!
Strategic clarity
1
Agreement,
common
understanding
and shared
views
Strategic
goals
Strategic
planning
workshop
objectives
2
Leadership
alignment
Shared views of the present and

the future
Positioning for
competitive
advantage
The articulated and clearly understood concept

of the desired future state
Get to know
each other
better
Renewed energy,
excitement,
rigour, discipline,
and urgency
Core
values
Strategic
objectives
Measures
Targets
Strategy
translated into
operational terms
Leadership drives and implements strategy
Initiatives
The Kaplan & Norton
Balanced Scorecard
Our workshops are geared to serve as the first step towards effective strategy
implementation.
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
corp@corporate-renewal.co.za
Web sites (1):

Web sites (2):
www.corporate-renewal.co.za
www.business-transformation.co.za
www.business-rescue.co.za
www.management-consulting.co.za
www.turnaround-management.co.za

Workshop objectives
Workshop logic
About us
WORKSHOP TYPES OFFERED
Based on client needs, we offer 3 types of strategic planning

workshops
Workshop type
Cold facilitation
Nature
Duration
Purely process-driven
Workshop: 1 2 days
Recommended only for clients with

which CRS has an ongoing
relationship and of which CRS has a
thorough understanding, or
strategically sophisticated clients, or
client-prescribed set format
Workshop summary
and
recommendations
(optional): 1 day
Advantages
Least expensive
Client furnishes facilitator with CRS

client strategic information pack
beforehand
Preparation: 1 2
days
Better workshop structuring in

line with strategic needs
Facilitators
content valueadd limited to
interpreting
what client
provides
Most effective option
Most
expensive
option
Workshop: 1 2 days
Workshop summary
and
recommendations: 1 2 days
Workshop as part
of strategy work
Facilitator not
familiar with
clients
situation
Facilitator not
adding value
other than
pure
facilitation
Facilitator not expected to add value

other than pure facilitation
Informed
facilitation
Disadvantages
Facilitator assesses clients strategic

situation beforehand by means of
focus interviews and desk research
Preparation: 3 - 5
days
Facilitator acts as formal strategic

advisor
Workshop: 1 2 days
Full set of strategic planning

toolkits can be applied
Strategy report: 2 - 3
days
Best for subsequent strategy

implementation
Out strategic planning workshop rates are based on number of days spent, and
number of delegates attending. Discuss your specific requirements with us to
enable us to quote. Also see Strategy Workshops on our web site.
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
WORKSHOP TYPES OFFERED
Client/CRS inputs and CRS deliverables depend on the type of

workshop selected
Prior client
inputs
Client
strategic
information
pack
Workshop
type
Cold facilitation
Informed
facilitation
Client
preparation
CRS Workshop
material
Preparation
pack
Study
material
pack
Workshop handout pack
CRS deliverables
Workshop
summary and
recommendations
(Powerpoint
format)
Detailed
strategic
plan
(Powerpoint
format)
Workshop as
part of strategy
work
Client information pack:
Client preparation pack:
Client study material pack:
Workshop handout pack:
Provided by client to CRS prior to the

workshop
Provided by CRS to client

prior to the workshop
Provided by CRS to client prior

to the workshop
Handed out at workshop
Based on CRS information

requirements
Topics for pre-preparation
Typically relevant Harvard

Business Review articles
Consists of basic strategic and

marketing information requests to prepopulate strategic planning models
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Workshop agenda and

objectives
Visioning principles
Content material and strategy

principles
Balanced Scorecard and

strategy map principles
Pre-populated models as
inputs for discussion
Web sites (1):

Web sites (2):

Workshop objectives
Workshop logic
About us
WORKSHOP LOGIC
Where and what does the business wish to be, and how will it
compete?
Vision
Business Domain
Competitive Advantage
Product/market
Core values
Products
Bold Hairy
Audacious Goal
Vision
Vivid description
Markets/Customers
Vertical integration/
value chain activity
Present
Where to be
Technology employed
Cost leadership
Market
assessment
What to be
Strategy
Internal
assessment
Underpinned by robust leadership, an appropriate organisational structure

and support systems of information, planning, control and reward.
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Customer Value Proposition
How to compete
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Focus
Differentiation
Core
purpose
Competitive Strategy
Strategic Positioning
Envisioned future
Mission
Web sites (1):

Web sites (2):
Are internal
processes
aligned with
CVP ?
Operational
excellence
Customer
intimacy
Product
excellence
WORKSHOP LOGIC
A well conceived vision includes a core ideology and an

envisioned future
Articulating a Vision:
Core
purpose
Envisioned future
Envisioned future
Core values
Vision
BHAG Bold Hairy

Audacious Goal
Bold Hairy
Audacious Goal
Vivid description
Vivid description
Core ideology
Core values
Provide control by
guiding behaviour
Present
Core purpose
Articulates the
reason for being of
an organisation
Bron: J Collins and J Porras - HBR Sep-Oct 1996

3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
WORKSHOP LOGIC
The mission is made explicit by means of market segmentation

and targeting
Example: Market Segmentation and Targeting
High
Medium
Emerging black
middle class
market
US export
market
Other export
markets
European
export
markets
Traditional SA
domestic market
excluding tourists
& emerging black
middle class
market
Low
Market attractiveness
Inbound tourist
market
Strong
Average
Weak
Competitive position
Pursue and
invest
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Hold
Avoid/harvest /divest/
reassess in future
Web sites (1):

Web sites (2):
10
WORKSHOP LOGIC
Future
government
customers
Medium
High
Example: Positioning
Future private
sector
customers
Present
Low
(Compete on selection, quality, availability, functionality,

service, partnership)
Differentiation
A positioning strategy for competitive advantage informs the

customer value proposition
Low
Average
High
Overall cost leadership (compete on price)

Losing
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Stuck
Winning
Web sites (1):

Web sites (2):
11
WORKSHOP LOGIC
In line with the latest developments in strategic planning, we

workshop the clients customer value proposition as input to
the Customer Perspective of the Balanced Scorecard
Customer Value Propositions
Customer value attributes
Benchmark
standard
Differentiator
Customer value propositions

Operational
excellence
Customer
intimacy
Product /service
leadership
Value for money
Trusted brand
Best in class
Price
Quality
Product /
service
attributes
Availability
Selection
Functionality
Partnership
attributes
Image
Service
Partnership
Brand
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
12
WORKSHOP LOGIC
How will the business get there ?

Strategy:
How we will get there:

Balanced Scorecard - future
translated into objectives,
measures and targets
Where we are:
Industry drivers
Competitive forces
Internal assessment
Where and what we

wish to be, and how
we will compete:
Vision
Mission
Competitive strategy
Accountabilities
Customer value proposition
Implementation considerations
business transformation and
change management
Business model
SWOT
Value chain
Structure
Segmentation and targeting

3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
13
WORKSHOP LOGIC
To enable implementation, the workshop translates strategy

into operational terms using the Balanced Scorecard
Strategy Operationalised:
Vision
Where the business will be
Mission
What the business will be
Business model
How the business will

compete
Competitive strategy
Value chain
Structure
Strategy
What strategy must achieve
Objectives
How success in achieving the

strategy will be measured and tracked
Measures
The required performance level to be

achieved over time
Targets
Key action programs required to

achieve objectives and targets
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Cascaded from business level

down to all organisational
units
Initiatives
Web sites (1):

Web sites (2):
14
Financial
Perspective
Improve cost
structure
Productivity
Strategy
Improve asset
utilisation
Decrease
costs
Long-term
shareholder
value
Increase
N/A
revenue
Improve
RONA
Retain
customers
Increase market
share
Stakeholder
Perspective
Marketrelated
Cost
Internal
Perspective
Quality
Availability
Conforming
to
specification
Availability,
quick
response
time
Operations Management
Processes
Operational
objectives inbound logistics,
manufacturing,
out-bound
logistics
Partnership
Brand
Personalised
service, total
solutions
Personal
relations, fully
understanding
needs
Value for
money &
trusted
brand
Train staff
Transfer
skills
Understand
customer
needs
Strengthen
partnership
Information Capital
IT - accurate and
timeous information
Hardware
infrastructure
Application
software
Image
Service
Improve
customer
service
Customer
satisfaction
survey
Human Capital
Improve
staff morale
Range, options
Marketing
objectives
Support function
objectives HR,
finance, IT,
procurement, etc.
Retain staff
Functionality
Relationship
Customer Management Processes
Cost
Learning &
Growth
Perspective
Selection
Strategy
maps are
used to link
objectives
together
Acquire
customers
Delight
customers
Product/service attributes
Price
Growth
Strategy
Expand revenue
opportunities
Innovation
Processes
Regulatory and Social

Processes
Empowerment
R&D
initiatives
Legal
compliance
Organisation Capital
Operationalise
strategy
Update
strategy
Develop
leadership
skills
Balanced
Scorecard
WORKSHOP LOGIC
Lastly, objectives, measures, target and accountability are

captured for each BSC perspective of each department
Example: Financial Perspective:
Goal
Objective
Measure
Target
Review
frequency
Accountability
Grow the market
Increase revenue
Turnover
Rm
Monthly
Marketing
Director
Ensure effective
and efficient use
of resources
Adhere to cost
budget
Cost
Rm
Monthly
CEO
Ensure effective
and efficient use
of resources
Efficient
utilisation of
resources
RONA
Monthly
Financial
Director
To see how the workshop is executed in practice, see the next section for a
typical workshop programme.
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
16

Workshop objectives
Workshop logic
About us
TYPICAL WORKSHOP PROGRAMME
Strategic planning workshop agenda Day 1
Agenda items
Arrival, refreshments
07h30 - 08h00
1. Setting the scene

Opening & introductions
Director
08h00 - 08h15
Workshop objectives & agenda review
Facilitator
08h15 - 08h30
Expectations exchange & ground rules
Breakout groups
08h30 - 09h30
All
09h30 - 10h00
Strengths and weaknesses
Breakout groups
10h00 - 11h00
Segmentation and targeting
Facilitator
2. Where we are
PESTLE industry drivers 1) and competitive forces 2)
Threats and opportunities
Tea break
1)
PESTLE: political, economic, social, technological, legal & environmental industry divers
2)
Competitive forces: competitor, client & supplier analysis; threat of new entry and substitution
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
18
Strategic planning workshop agenda Day 1 (continued)
Agenda items
3. Where we wish to go
Vision BHAG, core purpose, core values
Facilitator
11h00 - 13h00
All
Facilitator
13h00 - 14h00
14h00 - 15h30
All
15h30 - 16h00
Facilitator
16h00 - 17h00
Mission
Lunch
Competitive strategy positioning and customer
value proposition
Tea break
4. How we will get there

Balanced Scorecard and strategy map overview
End of day one
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
19
Strategic planning workshop agenda Day 2
Agenda items
Recap of Day 1
Facilitator
08h00 - 08h30
Breakout groups
08h30 - 10h30
All
10h30 - 11h00
Report-back per breakout group
Breakout groups
11h00 - 12h00
Targets & accountabilities per department
Breakout groups
12h00 - 13h00
All
13h00 - 14h00
Breakout groups
14h00 - 15h00
All
15h00 - 15h30
Implementation aspects
Facilitator
15h30 - 16h30
5. Wrap-up
Facilitator
16h30 - 17h00
4. How we will get there (continued)

Objectives, measures & strategy maps per department
Tea break
Lunch
Report-back per breakout group (cont.)
Tea break
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
20

Workshop objectives
Workshop logic
About us
ABOUT CORPORATE RENEWAL SOLUTIONS

Since
1999
CRS strategic planning workshops in action
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
As part of strategy
work in large-scale
business
transformation and
turnaround projects
Standalone
strategic
planning
workshops
22
CRS Strategic planning workshops in action (continued)
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Web sites (1):

Web sites (2):
23
Contact us for your strategic planning workshop needs
Corporate Renewal Solutions is a black economic empowered

management consulting firm specialising in strategy, and strategydriven business transformation / turnaround of underperforming
Your facilitator: Jan van der Walt
and distressed businesses
CEO: Corporate Renewal Solutions
CEO and director: Turnaround Management
Association Southern Africa
Member of Institute of Directors
Member of Business Rescue Sub-Committee of the
King III Commission on Governance
DBA (Gordon Institute of Business Science) in
process, with research interest in business rescue
MBA (Stanford Business School) - Fulbright
Scholarship
Honours B.Sc. in Operations Research (University of
South Africa)
B.Sc. Industrial Engineering degree cum laude
(University of Pretoria)
3 The Trails
127 Linden Rd.
Sandown 2196
Sandton
Cell:
Phone:
Fax:
Email:
082 853 1414

011 477 4414
086 510 6184
Cell:
082 853 1414
Telephone:
011 477 4414
Fax:
086 510 6184
Email:
jan@corporate-renewal.co.za
CRS:
CRS Business Rescue:
CRS Business Transformation
CRS Turnaround Management
CRS Management Consulting
Web sites (1):

Web sites (2):
24

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Corporate Renewal Solutions

Restoring and sustaining corporate value

CRS Strategic Planning Workshops:

Our strategic planning workshops have 3 main objectives

2009 Corporate Renewal Solutions

Shared views of the present and

The articulated and clearly understood concept

Leadership drives and implements strategy

082 853 1414

Web sites (1):

CRS Strategic Planning Workshops:

WORKSHOP TYPES OFFERED

Based on client needs, we offer 3 types of strategic planning

Recommended only for clients with

Client furnishes facilitator with CRS

Better workshop structuring in

Most effective option

Facilitator not expected to add value

Facilitator assesses clients strategic

Facilitator acts as formal strategic

Full set of strategic planning

Best for subsequent strategy

082 853 1414

Web sites (1):

WORKSHOP TYPES OFFERED

Client/CRS inputs and CRS deliverables depend on the type of

Workshop handout pack

Client preparation pack:

Client study material pack:

Workshop handout pack:

Provided by client to CRS prior to the

Provided by CRS to client

Provided by CRS to client prior

Handed out at workshop

Based on CRS information

Topics for pre-preparation

Typically relevant Harvard

Consists of basic strategic and

082 853 1414

Workshop agenda and

Content material and strategy

Balanced Scorecard and

Web sites (1):

CRS Strategic Planning Workshops:

Underpinned by robust leadership, an appropriate organisational structure

082 853 1414

Customer Value Proposition

2009 Corporate Renewal Solutions

Web sites (1):

A well conceived vision includes a core ideology and an

BHAG Bold Hairy

Bron: J Collins and J Porras - HBR Sep-Oct 1996

082 853 1414

Web sites (1):

The mission is made explicit by means of market segmentation

082 853 1414

Web sites (1):

(Compete on selection, quality, availability, functionality,

A positioning strategy for competitive advantage informs the

Overall cost leadership (compete on price)

082 853 1414

Web sites (1):

In line with the latest developments in strategic planning, we