Visioning & Strategic Planning
Our secret sauce
The JDR SMART™ Growth Strategic Planning solution 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
A collaborative process
We work side-by-side with you and your team throughout our engagement
Engagement at every level
Our process engages your difference-makers to fuel ownership throughout the entire organization
Sustainable growth
We empower your team with visioning and planning methods that have lasting value long after we’re gone
JDR SMART™ Growth Framework
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 organizational roadmap to drive cultural and mindset shifts 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
Why Emotional Intelligence Matters More Now Than Ever
The best leaders invest the time and energy to get inside the heads of the people they are leading. They work hard to understand the formative experiences and motivations of the people they lead.
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.
Emotionally Intelligent Leaders Build Healthier Teams
Great leaders model empathy and see the world through the eyes of others because EQ often trumps IQ.
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
Why Emotional Intelligence Matters More Now Than Ever
The best leaders invest the time and energy to get inside the heads of the people they are leading. They work hard to understand the formative experiences and motivations of the people they lead.
Leaders Aren’t Born; They’re Made
While humans can be born with traits that predispose them toward leadership, leadership can most definitely be learned, and therefore taught.
3 Leadership Traits that Differentiate the Best from the Rest
Leadership is both art and science, and it can be learned. Unfortunately, many organizations treat leadership as though it is an innate ability.
“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 solution for yourself?
Schedule some time to tell us about your business and decide if our flexible framework is right for you.
- Learn how we can help
- Ask all of your questions
- Decide if we’re a good fit
