Midwest insurance and professional services company.
The client was near completion of a three year strategic plan but was unsure how to implement the new plan. The company had yet to develop unit level plans and it was unclear which projects should be accomplished to reach goals that were established in the strategic plan.
Bâton Global (B|G) and the client created a strategic planning system focused on the development of high level initiatives cascading into unit-level three-year plans with aligned goals and metrics.
The establishment of measurable goals and initiatives resulted in improved performance across the organization. Project team members drove the completion of initiatives and emerged as organization leaders.
The scope of this project includes four main areas of activity:
The Insight phase of the project focused on the analysis of the existing strategy culture, processes and documents system in order to move towards a new aligned and dynamic strategic planning infrastructure.
The Innovation component of the project focused primarily on organizational culture.
The Integration phase of the project focused on supporting the internal team to share results across the enterprise.
The impact of the project went beyond what was originally envisioned: