Strategic PlanningStrategic PlanningStrategic Planning

What are the future

GOALS

of your organization?

Strategic Planning

Create your Strategic Plan – Your Vision, the Target you want to achieve. Articulate the Strategy with the What’s, How’s, Where’s & When’s to make the Strategy a Plan of Action. The Strategic Plan is summarized into the “How Much” or the financial results to expect with the Strategy.

  • 1-3 year Planning Horizon
  • Overall Company and by Divisions/Sectors
  • Test the Strategic Plan – can it be achieved?
  • Understand risks & rewards
  • Deploy your Strategy into your organization by utilizing a formal deployment process
  • Define Targets, Measures, Accountabilities & link to performance.

Success Stories

Is Your Mission Statement Killing You?

Success Story #019
Advocacy Group
Education Market Sector

Background: We begin with two individuals strong in honesty, belief and extreme passion. This non-profit organization has an inspiring worldly message but is operating with a team that is incredibly small. They have a great mission and vision but it is difficult for them to complete all of their tasks in a day. However, they are highly willing and highly able to do what it takes to grow their business.

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Trust, it’s Who You Know

Success Story #018
Architectural Company
Other Market Sector

Background: An interested prospect was looking to raise their brand awareness through PR. Having met with several PR agencies, they noticed that every agency said the same thing, except one. This agency shared the strategic concept that every organization, prior to going to market on messaging, should really make sure that their brand is aligned inside and out. This agency expressed the importance of:

  • envisioning a strategic plan for the company’s future goals and objectives,
  • defining the brand’s unique identity and culture,
  • standardizing operational procedures, and
  • developing the culture’s voice into a fluent, well-known language.

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iBrandGroup Case Study Insurance

Let it Go!

Success Story #016
Personal & Commercial Insurance Company
Insurance Market Sector

Background: When an owner or owners are very integrated and involved with the day-to-day operations and service delivery of their company they are often faced with the challenge of balancing how much they work ON the business versus how much they work IN the business. Working in the business and juggling multiple roles can be a way to help a company get through a transitional phase. During this transition, certain passions and talents can and should be shifted to other employees. This provides the opportunity to mentor others and lead by example. However, at some point an owner needs to let go of the reins. If that doesn’t occur, then growth tends to be stunted because talent is not being optimized and the owner is going for total burnout.

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iBrandGroup Case Study Entertainment

Why Do I Need All These People? 

Success Story #014
DMC Service
Entertainment Market Sector

Background: This company had a decent book of business that was stable but not growing, as there wasn’t much effort put towards activity to increase sales. There was some concern about the structure, positions and expectations of the current talent. Which raised the question: are team members properly aligned and enabling company growth?

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iBrandGroup Case Study Insurance

Shake it Up!

Success Story #013
Health Insurance Company
Insurance Market Sector

Background: Take a consistent, uninterrupted corporate culture, multiply it by many years and what do you get? Stagnancy.

This company was well versed in the day-to-day routines of running the business the same way it had always been run. Over the years, no significant change took place, which in turn also meant no growth. With a team hungry for new success, the foundation for strategic planning took shape.

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Do You Hear What I Hear?

Success Story #012
Architectural Company
Other Market Sector

Background: A very successful architectural and design company that has been running, functioning and growing for many years. However, the three co-owners are beginning to transition into new and different life stages. Faced with both questions and opportunities of how to continue daily operations of their company while balancing unique lives outside the corporate world.

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iBrandGroup Case Study Insurance

Breaking it Down

Success Story #010
Personal & Commercial Insurance Company
Insurance Market Sector

Background: A mid-size, multi-location insurance company serving all property and casualty insurance needs.

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iBrandGroup Case Study Insurance

Aligning an Organization

Success Story #008
Health Insurance Company
Insurance Market Sector

Background: A health insurance company with over 25 years of experience working with individual, Medicare and small group health and dental, offering a broad range of plan choices.

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iBrandGroup Case Study Health

Unifying a Brand

Success Story #007
Wellness Clinic
Healthcare Market Sector

Background: A group of independent practitioners such as yoga instructors, chiropractors, physical therapists, nutritionists, and massage therapists, co-exist in one building and sharing administrative staff and other resources.

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