Many organizations have a plan or pieces of a plan. But only a few have a thoughtfully developed strategic plan. Strategic planning is a process that has a beginning and no ending! It starts with the formation of a mission and core values statement. The process continues with the development of a vision statement, long-term objectives, regular SWOT analysis, strategies, and short-term objectives. This process usually cycles through annually.

Strategic Map
Leddy Group has developed a proprietary, visual tool called a Strategic Map. This one-page document is printed in color and provides the organization with an easy to track strategic plan, which can be posted or circulated and shared with all stakeholders.

Vision, Mission, and Core Values
The mission of an organization is why it exists; what it does to add value to the world, usually every day. Its core values are the intrinsic threads of belief that form the fabric of its culture. Effective core values can be shared by stakeholders and often serve as the glue that aids in holding an organization’s amorphous contents together. A vision statement is a clear picture of where the organization will be in five, ten, or 15 years. It has been noted that higher quality vision statements are very much like pictures, you can almost “see” the desired future.

Long-term Objectives
Objectives are measurable outcomes. Long-term objectives are measurable outcomes that are established for several years into the future. They are usually connected to an organization’s vision statement and, of course, should support the organization’s mission. Equally important, they should not conflict with the organization’s core values.

Strategies
Strategies are actions the company takes to achieve its long-term objectives. Some strategies increase or strengthen the organization’s competitive advantage. Other effective strategies actually directly use the organization’s competitive advantages to achieve its long-term objectives.

Short-term Objectives
Short-term objectives are measurable benchmarks that track the execution of an organization’s strategies. Short-term objectives are usually of a task, quantity, or quality type and always have a date deadline attached to them.

Financial and Cash Flow Management
Organizations need cash flow to execute its plans. It also needs a solid financial position to sustain its long-term viability. Using its proprietary cash flow tools and management skill, Leddy Group can help organizations manage their cash. In addition, we can help you establish solid banking and insurance relationships and act as your CFO, if you don’t have one.