Agenda for ST WSHOP

Eclipse Solar

by Natasha Zúñiga

Sex Thinking Hats

by Snoopy Cats

4 principles of marketing strategy /Brian Tracy

by Jessica Sierra

Weekend activities 5H10

by Andrea Varela

STO Strategy Brainstorming

4. Working Session: Finalizing Strategic Elements/Components

2 - 3 Hours

WM & NK

Selection & Prioritization of Objectives

Ranking Discussion

Voting templates

Proposed Objectives

Fund. Corp. Strategy Qs

What are the major external drivers or factors that we should be considering right now?

Geographic focus.

Sector focus?

What branding strategy will we follow?

Role of the Corp.

Who are our key stakeholders?

How do out SH define success? or what are they looking for?

What is our winning aspiration?

Strategic Components

Risk Management

Existing Business

Investment & Acquisitions

Learning & Growth

Capabilities

Governance

Financial Performance

How to run the working session?

4. Define data & analysis needs

3. Selecting Objectives & KPIs

2. Selecting Strategic Components

Share results & consolidate

After selection, need to probe audience to fine tune

Ask LT on their top 5

Provide bucket list

1. Discuss Corp. Level Qs.

Subtopic

Define broad agenda, timeline & deliverables for the next workshop

Define Roles & Responsibilities for data collection & analysis

Finalize 2020 Strategy Outline which will serve as foundation for a full fledged corporate strategy

Define broad corporate objectives

Define data & analysis requirements

Define methodology for answering strategic questions & turning them into performance objectives

3. September Deliverable: Strategy Outline

45 Minutes

Finalized Fw.

Presentation Slides

NK to present strategy outline

Developing the 2020 Strategy Outline

Analysis

Data Requirements

Action Items

Themes to Objectives

KPI

Decide on KPIs for Perf. Measure.

Objectives

Agree on broad objectives

WIGS

Major Goals for each theme

Feedback & fine tuning

2. Overall Approach to Strategy Development

Feedback & fine tuning of approach

Team alignment

Content & Ideas

Definitions

Strategy Framework

Review Approximate timeline

Full Corporate Strategy

Strategy outline

Completed outline

Data & analysis

Basic outline

15 Minutes

Notes on Mind Map

Content slides with approx. timeline

Feedback recording

Discussion by all LT

Presentation by AR

1. Workshop Overview

Process

Time Duration

7 - 10 minutes

Tools

Workshop Handout for structure

Presentation slides

WM to present overview of workshop

Content

Logistics

Boardroom

Two parts

Part-2: agenda item 4

Part-1: agenda items 1 - 3

Duration 9 am - 1 pm

Roles

Team member (LT)

Facilitator

Leader