From Strategy to Execution: Leveraging VisPlan for Effective Planning

VisPlan Advisories are built into the tool to guide you through the strategic planning process. You’ll find them in the VisPlan app, either in the right-hand sidebar or under Help in the left-hand menu.

Steps to Create a Strategic Plan

1. Position Statement
   • Define the desired future position of your organization once the strategy is implemented.

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2. Strategic Objectives
   • Identify objectives that support your Position Statement and align with your overall goals.
   • Each objective should include one or more Key Results (KRs).
3. Capabilities
   • Determine the organizational capabilities—skills, competencies, and resources—needed to achieve your objectives.
   • These are structured into horizontal lines that form the foundation of your plan.
   • Strategic Ambitions are placed along these lines to ensure clarity and logical progression.
4. Ambitions
   • Develop strategic ambitions that build or leverage capabilities to reach your Position Statement.
   • Each ambition should contribute to at least one Strategic Objective and may include leading Key Performance Indicators (KPIs).
5. Actions
   • Translate ambitions into specific initiatives.
   • These are strategically important steps, not just tasks.
   • Actions are validated against Key Results to ensure the plan is data-driven and measurable.
6. Focuses
   • Break the plan into multiple focus areas—milestones or time periods that highlight key priorities.
   • This helps allocate resources effectively and ensures timely execution.
   • Focus areas evolve as the strategy progresses.

Advantages of VisPlan

• Continuous Alignment: Ensures ongoing alignment between information and people, reducing wasted time and improving execution.
• Data-Driven Planning: Validations and OKRs provide clear visibility into progress and contributions.
• Interactive Strategy: Step-by-step guidance and visual matrix overviews support better decisions and strategic adjustments.

Try It Out

Download a free trial from Teams AppSource or to get help building your own strategic plan.