Operational Planning

Operational planning involves the creation, utilization, and analysis of financial models to assess and make informed business decisions. The process includes:

• Developing financial projections aligned with business plans.
• Building financial models for decision analysis (e.g., make or buy, lease or purchase).
• Establishing uniform reporting standards for business units.
• Crafting analytical tools for assessing operational effectiveness and cost efficiency.
• Creating real-time reporting systems for timely decision-making.
• Formulating scenario and simulation financial models.
• Defining non-financial objectives to enhance operations.
• Implementing organization-wide fixed asset acquisition programs and inventory analysis.

Strategic technology planning aligns technology use with business goals. It focuses on issues like information and technology architecture, management strategies, project prioritization, and resource planning. Our three-stage approach involves evaluating strategy and operations to implement decisions in line with shared values and culture.
To achieve planning success, organizations should:

• Assemble the right strategic planning team.
• Choose a structured approach.
• Address group dynamics and diverse perspectives.

Consider an independent process facilitator to foster a positive group environment.
Our strategic planning services range from one-day workshops to comprehensive off-site interventions tailored to meet client needs.