AI workflows for strategy and planning.

Deciding where the business goes next: strategy reviews, goals, investment choices and the assumptions behind them.

Who does this work

  • Head of strategy
  • Strategy manager
  • Corporate planning analyst

3 workflow templates ready to adapt, and 9 workflows identified.

Updated

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Examples of the workflows identified
  1. Align team goals with company priorities
  2. Review investment across business lines
  3. Challenge the case for a preferred optionIllustrative
  4. Check fundraising readinessIllustrative
  5. Compare strategic alternativesIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Align team goals with company prioritiesMaps every team goal to the company priority it serves and flags orphan goals, goals that conflict and priorities nobody owns.Workflow templateReview investment across business linesSets each business line side by side on one basis and places it as invest, investigate or reduce, for leadership to discuss.Workflow template
Challenge the case for a preferred optionTests the evidence behind a favoured choice against alternative explanations and names what could change the conclusion.Illustrative · not built yet
Check fundraising readinessFinds the claims in a fundraising story that lack evidence and the materials still missing, with questions for advisers.Illustrative · not built yet
Compare strategic alternativesPuts ownership or business-direction options side by side with their assumptions, dependencies and questions for advisers, for the board.Illustrative · not built yet
Define an adviser's mandateWrites what an adviser is being asked to contribute: the problem, expected contribution, boundaries and review points.Illustrative · not built yet
Map community needs against local resourcesA source-linked map of reported needs, existing services and community assets, with coverage questions, for service planning.Illustrative · not built yet
Prepare for an ownership transitionLists the company records, operational dependencies and adviser questions to settle before a sale or succession.Illustrative · not built yet
Test the plan against scenariosCompares how a major commitment holds up under different external conditions and shows which assumptions are vulnerable.Illustrative · not built yet

Workflow templates

Business line investment reviewFor leadership with several business lines: each line set side by side on one basis (fit with strategy, finance-reviewed results, shared resources, open questions) and placed as invest, investigate or reduce commitment, for the leadership team to discuss and decide.Workflow templateBusiness model assumptions reviewBefore you commit money to a new or revised business model, see it block by block with every claim marked evidenced or assumed, the riskiest assumptions ranked, and the cheapest test for each. You choose what to test; no projection or valuation is made.Workflow templateGoal alignment reviewBefore next period's goals are set, the chief executive sees every team goal mapped to the company priority it serves: goals with no company parent, goals that pull against each other, priorities nobody owns, and the questions for each owner. It judges goals, never people.Workflow template

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Where to go next

All of leadershipEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

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