This course provides senior leaders and strategy professionals with the latest frameworks and tools to move beyond static, annual planning to dynamic, adaptive strategy. It focuses on integrating digital transformation, innovation, and foresight into a cohesive institutional blueprint. Participants will learn how to stress-test their strategy against market volatility, allocate resources dynamically (beyond fixed budgeting), and build the necessary governance mechanisms to ensure organizational alignment and execution effectiveness. This is a masterclass in designing and leading a future-ready institution.
Advanced Strategic Planning for Institutional Excellence
Introduction
Objectives
Upon completion of this course, participants will be able to:
- Master the process of dynamic strategic planning, integrating feedback loops and adaptive iteration.
- Apply Scenario Planning and War Gaming to stress-test existing strategies against major uncertainties.
- Implement Beyond Budgeting principles to achieve more fluid and strategic resource allocation.
- Develop a strategic control system that links high-level vision to measurable team-level outcomes (e.g., using OKRs).
- Identify and manage the organizational politics and cognitive biases that derail strategic execution.
- Design the governance structure required to manage a portfolio of both core business and exploratory innovation.
- Effectively communicate complex strategic decisions and trade-offs to the board and diverse stakeholders.
Target Audience
- Chief Strategy Officers and C-Suite Executives
- Corporate Development and M&A Teams
- Executive Board Members and Governing Bodies
- Directors of Planning and Performance Management
Methodology
The methodology is highly interactive, simulating executive-level strategic sessions. **Scenarios** involve leading a simulated "War Game" against a major digital competitor to stress-test the company's five-year plan. **Case studies** analyze the strategic planning cycles of large, successful multinational companies known for their adaptive capabilities (e.g., Amazon, Haier). **Group activities** focus on developing a set of high-level strategic OKRs for a major institutional pivot. **Individual exercises** require participants to develop a communication strategy for explaining a controversial strategic trade-off (e.g., divesting a core business). **Syndicate discussions** debate the practical implementation challenges of fully adopting a Beyond Budgeting model in a regulated environment.
Personal Impact
- Master the latest frameworks for dynamic, adaptive strategic planning and execution.
- Gain the ability to stress-test strategy against market shocks and competitor moves.
- Elevate personal strategic influence by mastering the communication of complex trade-offs.
- Develop expertise in modern resource allocation and governance models (e.g., Beyond Budgeting).
- Become an organizational architect of institutional excellence and strategic agility.
Organizational Impact
- Establish a strategic planning process that is adaptive, continuous, and responsive to market change.
- Ensure organizational resources are fluidly allocated to the highest-value strategic priorities.
- Improve accountability and execution effectiveness through clear goal alignment (OKRs).
- Mitigate institutional risk by proactively stress-testing the business model.
- Build a culture of strategic coherence and shared purpose throughout the institution.
Course Outline
UNIT 1: The Foundations of Adaptive Strategy
Moving Beyond Static Planning- The limitations of annual, fixed-budget planning in a dynamic environment (VUCA)
- Defining Adaptive Strategy and the concept of strategic clock speed
- Integrating Digital Transformation, Foresight, and Innovation into a unified plan
- Analyzing Strategic Control Systems: The link between strategy, metrics, and incentives
UNIT 2: Stress-Testing and Risk Management
Scenario Planning and War Gaming- Advanced techniques for Scenario Planning to map multiple plausible futures
- Implementing "War Gaming" to anticipate and simulate competitor moves and market shocks
- Identifying the most critical strategic uncertainties and developing mitigation hedges
- Using risk-adjusted metrics to evaluate strategic investment options
UNIT 3: Dynamic Resource Allocation and Funding
Beyond Budgeting Principles- Introduction to Beyond Budgeting: Moving from fixed budgets to rolling forecasts and flow funding
- Applying the Three Horizons Model for balanced portfolio funding (H1, H2, H3)
- Designing an internal Corporate Venture Capital (CVC) model for exploratory funding
- Governance for funding: Empowering decentralized teams while maintaining strategic oversight
UNIT 4: Execution Excellence and Alignment
From Plan to Performance- Cascading strategy using the OKR framework for institutional alignment and accountability
- The role of the Executive Management Office (EMO) in driving cross-functional execution
- Designing a performance management system that rewards both execution and strategic risk-taking
- Techniques for measuring the health and agility of the strategic execution process
UNIT 5: Governance and Stakeholder Communication
Board Reporting and Influence- Developing a clear framework for board-level reporting on strategic progress and risk
- Managing the organizational politics of resource reallocation and strategic trade-offs
- Mastering the communication of complex strategic narratives to diverse internal and external audiences
- The leadership role in maintaining institutional coherence during continuous strategic change
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