Strategic Plan Facilitation

Case Study

Strategic Plan Facilitation

Organisation Improvement

YES Group required facilitation of a 1-day Strategy Workshop to align Board members, investors, and the Executive team on the vision, objectives, and plans to achieve anticipated growth.

Why they approached us

YES Group had recently established a new Board and governance structure, following overseas private equity investment, and were developing a new Strategic Plan for the next five years.

Issue 1 - Alignment of objectives of founder CEO and Executive team with overseas investor Board members to achieve a common vision and plan

Issue 2 - Varied understanding of participants of YES Group history, structure, and capability

Issue 3 - Complexity of multiple companies/branding in YES Group structure

BRS solution:

BRS provided design and facilitation of a highly collaborative workshop approach to first align participants on YES Group that started with their current status, internal/external environment factors, risks, and market outlook. Together they developed their purpose, mission, vision, values and what success looks like. By the end of the session, they generated their strategic pillars/priorities, strategic goals and plan to achieve their growth;

Alignment of YES Group Board members, investors, and the Executive team;
SWOT and PESTLE analysis;
YES Group purpose statement;
Strategic pillars agreed; and
Draft strategic goals and strategies.

Case Study