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8 Strategic Planning Models and Tools for the Customer-Focused Business

Hubspot Sales

The Balanced Scorecard (BSC). The balanced scorecard is a strategic planning model gives you a big picture look at your strategy. Source: Balanced Scorecard. Rarity : Do you have control over a rare resource or piece of technology? Here are a few strategic planning models you can use to get started.

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What is a Strategy Map?

ClearPoint Strategy

It is one the main components of the balanced scorecard methodology. Norton as part of their Balanced Scorecard framework for strategic planning and management. These maps also help display how intangible company resources, including employee knowledge and customer relationships, generate strategic value.

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Building Your Plan Priorities, Goals & KPIs

OnStrategyHQ

A mark of a good strategic plan is one that is clear and focused (not too many goals and objectives ), as well as balanced – telling a strategy story about how your whole organization is linked and aligned to drive key performance indicators. End of year scorecards/KPI data. Leadership Offsite: 1 – 2 days. Phase Duration.

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The Ultimate Guide to Strategic Planning for a Perfect Sales Operation

Hubspot Sales

Common frameworks used in strategic planning include the Balanced Scorecard (BSC), Objectives and Key Results (OKR), and the Theory of Change (TOC). They outline the goals they'd like to achieve and which tactics and resources will be used to reach the goals. The Balanced Scorecard (BSC). internal or external).

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5 ways WFM for agents is great – explained by a former agent

Zendesk

WFM gives us agents the ability to bring needs together to improve customer experience, get the resources we need to do our job well, and the best work-life balance possible. Because that leads to overall success and happiness for us and our customers 2. Remember: WFM is a partnership.

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ARTICLE: [Q&A] How do you choose a strategic framework?

OnStrategyHQ

Be consistent in your language, 2. Tip 2: Make the framework your own. Additional Resources to Consider Fix Your OKR Mess 3 Options for Connecting Your Team with Your Strategy How to Create OKRs that Work The Guide to Strategic Objectives The post ARTICLE: [Q&A] How do you choose a strategic framework? Make it your own, 4.

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4-Phase Guide to the Strategic Planning Process

OnStrategyHQ

But, move at a pace that works best for you and your team and leverage this as a resource. To kick this process off, we recommend 1-2 weeks (1-hour meeting with the Owner/CEO, Strategy Director, and Facilitator (if necessary) to discuss the information collected and direction for continued planning.) Can certain pitfalls be avoided?