How it works

Our secret sauce

The JDR SMART Growth Strategic Planning process has been carefully honed over four decades. Our flexible framework utilizes proven methods that have brought success to hundreds of family-owned businesses – including our own.

What You Can Expect

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A collaborative process

We work side-by-side with you and your team throughout our engagement

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Participation at every level

Our process engages your difference-makers to fuel ownership throughout the entire organization

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Sustainable growth

We empower your team with visioning and planning methods that have lasting value long after we’re gone

JDR SMART Growth Process

JDR SMART Alignment

Getting aligned on your why

Going into the alignment phase

Employees not that excited about their work

Misalignment on values, opportunities, strengths, or weaknesses

A culture that could benefit from more transparency and healthy debate

What you walk away with

Alignment on fundamental principles and values that will serve as guideposts for a higher performing leadership team

Alignment on the strengths you will leverage and the weaknesses we must address to win in the marketplace

Agreement on a purpose statement for your company that articulates the unique value you offer

A concise customer promise and the reasons to believe that promise

A root-cause assessment of what ails you

Behavioral team norms that will serve as a springboard for more constructive contention going forward

JDR SMART Assessment

Assessing your current situation and formulating strategic implications

Going into the assessment phase

Don’t prioritize well

Don’t work well cross-functionally or across divisions

Too many never-ending projects that don’t achieve strategic goals

Wasting time and money chasing bad ideas

Go-to-market strategy needs renovation

Struggling to keep pace technologically

What you walk away with

JDR SMART 4 Lens Analysis to assess your business from a market, operations, talent/culture, and financial perspective

Thorough analysis of your current situation, moving from key findings to conclusions and then ultimately the strategic implications

Deeper knowledge about how your company is performing versus your competition and the choices we might make to drive competitive advantages

Alignment on how you will win long term based on analysis of anticipated market dynamics

A cultural assessment and evolution plan

Shared team knowledge about the entire business and what drives healthy growth

JDR SMART Envisioning

Envisioning and articulating what longer term success looks like

Going into the envisioning phase

It’s not clear what you are trying to achieve longer term

People are misaligned – working toward different visions of success

Don’t have a clear definition of what you want your culture to be

What you walk away with

A compelling long-term vision for your company

Alignment on longer-term goals for your company

A motivating description of what future success looks and feels like through several lenses

An articulate description of what you want to preserve about your culture

An honest collective assessment of how the culture needs to change to optimize performance

A vivid description of the future culture you desire

JDR SMART Strategy

Building strategic direction and focus on what matters most to achieve your vision

Going into the strategy phase

Company operates out of sync across functions

So busy running day-to-day that you don’t have time for big picture strategy

Talented people, but flailing without a focused vision and plan

What you walk away with

A three-year strategic plan and action plan detailing who is responsible for what by when

A roadmap for cross-functional collaboration on top priorities including detailed resource allocation

A new strategic planning process with lasting value: engrained into the fabric of the organization as an ongoing core business practice that can be applied in perpetuity

JDR SMART Execution

Accountably operationalizing the plan, learning and course correcting with agility

Going into the execution phase

Misallocation of resources cause higher-priority initiatives to suffer

Struggle with accountability and
sense of urgency

Not failing fast enough on bad ideas

What you walk away with

An efficient process for restructuring your company to execute the strategic plan optimally

A communications strategy and plan to fuel workforce engagement

A balanced scorecard used to cascade accountability throughout your organization

An assessment of capabilities with recommended actions to improve execution and accountability

A focused priority list and resource dashboard allocating talent by key function as well as sponsorship and leadership

A change management plan driving the mindset shifts required to improve execution and achieve the envisioned future

High Performance Teaming

High Performance Teaming permeates the entire
SMART Growth process leading to:

Alignment

Transparency

Leadership at All Levels

Increased Trust

Constructive Contention

Accountability

Explore High Performance Teaming

Winding trail through the woods and hills

How To Build Winning Teams

The best leaders surround themselves with the most talented people they can find, and they are secure enough to hire people who are better than them in key areas of responsibility.

Read More »

Coaching & Leadership Development

Coaching & Leadership Development is foundational to our SMART Growth process and creates:

More Difference-Makers

Complimentary Collaboration

Ownership

Growth

Personal Fulfillment

Retention

Explore Coaching & Leadership Development

“We now have a more cohesive leadership team executing an ambitious plan for continued profitable growth for years to come, and a more engaged workforce working cross-functionally to make it happen. I highly recommend JDR Growth Partners.”

Ganesh Iyer

Board Chair, NEUCO Inc.

CEO, Etnyre International

Ready to experience the JDR SMART Growth Process for yourself?

Schedule some time to tell us about your business and decide if our flexible framework is right for you.