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A Complete Strategy Package
Strategy & Execution Package
Overview
A structured strategy engagement designed to help leadership teams align around clear direction, priority initiatives, success measures, and an execution roadmap.
Strategy & Execution helps leadership teams step back, define where the organization is going, and build a practical roadmap to get there. Through a structured process that moves from insight to implementation, your team gains clarity, alignment, and a strategy designed to drive measurable results.
Best fit: small- to mid-sized organizations or business units operating as a single entity.
Benefits
- Align leadership around a clear strategic direction
- Translate strategy into prioritized, actionable initiatives
- Establish measurable goals and success indicators
- Build momentum with a structured implementation roadmap
Achieve your goals
Turn strategy into measurable results
INSIGHT
Know yourself. Know your world.
Internal and market analysis aligned with actionable leadership insights.
- Internal Organizational Analysis
> Leadership Interviews: 10 interviews or mini-focus groups (45–60 min each) to establish trust and understand your current state
> Targeted Document Review: Analysis of financials, engagement data, North Star documents, and culture data to assess areas of improvement
- External Market Understanding
> Analysis: Identifying competitive headwinds and tailwinds through frameworks like Porter’s Five Forces and PESTLE
> Value Proposition: Clarity on your unique value proposition to customers
- Leadership Debrief & Next Steps
> Synthesizes the internal and external analysis into actionable debrief and project plan/priorities
STRATEGY
Think big.
Clear positioning, priorities, and measurable direction on one page.
- Positioning & Direction
> Review and develop North Star commitments (purpose, mission, vision, values)
> Determine where and how you will compete and win
- Develop Transformational Strategy
> Identify and prioritize 3–4 long-term (12+ months) initiatives
> Deliver project charters with scope, resources, and milestones
- Define Operational Strategy
> Deliverable: “Top 10 Success Measures” (KPIs) covering customer, team, process,
and financial dimensions
> Upgrade Path: A full, cascaded Balanced Scorecard system for enterprise and department
- Produce Strategy on a Page (SOAP)
> Integrates refreshed North Star, transformational initiatives, and
success measures into a single visual
EXECUTE
Work hard.
Implementing strategy through communication, cadence, and a focused first 100-day plan.
- Develop Communication Plan
> Plan for communicating the Strategy on a Page (SoaP) to all stakeholders
> Refined Transformational Initiative Charters
- Refine Transformational Initiative Charters
> Finalized project plans for execution
- Design Operating Cadence
> Establish the meeting structure and processes for strategy review and progress management
- Develop First 100-Day Package
> A handoff package to kickstart execution
> Regular accountability sessions to support your journey towards success
Strategy & Execution Package
Every organization approaches strategy differently. Some need a full enterprise transformation. Others need a focused process to clarify direction, align leadership, and build momentum.
To make strategy easier to evaluate, we have structured our most common Strategy & Execution engagement into a defined 4–5 month package.
This package is designed for a small- to mid-sized organization, business, nonprofit, institution, or business unit operating as a single entity.
If you're a larger enterprise, a multi-division organization, a multinational company, or have an engagement that requires broader stakeholder research, multiple business-unit strategies, board facilitation, retreats, customer research, or deeper implementation support, we can tailor the scope.
The $55K price is accurate for the defined package above and serves as a practical starting point for determining fit.
Bâton in action
Client Testimonials
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