From Strategy to Execution: Leveraging VisPlan for Effective Planning

All tools need a method, and VisPlan is no exception. Our method is structured into Consulting Advisories, built into the tool to guide you in developing your strategic plan step by step, resulting in a complete, executable, interactive strategy.

Introduction to VisPlan Advisories

You can find the VisPlan Advisories and videos within the VisPlan app, in the sidebar to the right or in the Menu on the left under Help. The Advisories provide an introduction to the tool and detailed guidance on how to create a strategic plan. The steps below outline the common sequence for developing a strategic plan.

Steps to Create a Strategic Plan

1. 1. Position Statement
      • • Define the Position Statement, which represents the desired position of your organization once the plan is executed.  

1. 1. Strategic Objectives
      • • Identify Strategic Objectives that support your Position Statement and align with your organization’s overall goals. Each objective should have one or more well-defined Key Results (KRs).

1. 1. Capabilities
      • • Determine the organizational capabilities needed to achieve your Position Statement and Strategic Objectives. Capabilities are a combination of competencies, skills, and resources. These capabilities are organized into horizontal lines, creating a natural structure for your plan.

          On these lines, you place your strategic Ambitions, ensuring logical progression and clarity. This approach helps in identifying and leveraging existing strengths while pinpointing areas that require development, making the execution of your strategy more efficient and effective.

1. 1. Ambitions
      • • Develop strategic Ambitions that enable your organization to build or leverage capabilities to achieve your Position Statement. Each Ambition should impact at least one Strategic Objective and may have associated leading Key Performance Indicators (KPIs).

1. 1. Actions
      • • Translate Ambitions into specific initiatives. Actions are strategically important steps, not just a to-do list. Validate Actions against Key Results, making the plan more data-driven.

          This validation helps track progress and measure the impact of Actions on Key Results and Objectives.

1. 1. Focuses
      • • Divide the plan into multiple focuses, each representing a step forward. Focuses can be milestones or specific periods of time that highlight the most important objectives to achieve during that period.

          This prioritization ensures that resources are directed towards the most critical actions. Actions often inherit the focus dates, ensuring timely execution. Your Focus will shift over time as you execute your plan, adapting to new priorities and progress.

Advantages of VisPlan

• • Continuous Alignment: Ensures ongoing alignment between information and people, reducing wasted time and improving strategic execution.

• • Data-Driven Planning: Validations between Actions and Objectives, along with OKRs, provide a clear overview of contributions and progress, making the plan more measurable and adaptable.

• • Interactive Strategy: The step-by-step guidance and matrix overview help visualize the impact of each component, facilitating better decision-making and strategic adjustments.

Try it out!

It’s that easy! All steps are designed to support you in becoming a successful strategic planner.
Get ready by downloading a free trial from Teams AppSource or book a demo, and we’ll show you how it works and help you with your own plan.