STRATEGY & EXECUTION PLANNING FACILITATION

Strategy & Execution Planning Facilitation

We designed a new virtual facilitation solution to make planning more flexible and customisable for your company’s needs. We can now facilitate your entire session or just the parts you need.

  1. Custom Planning Prep
  2. Strategy Planning
  3. Annual Priorities
  4. Quarterly Execution Planning

Client feedback has been nothing less than enthusiastic. A great benefit was the ability to do planning in 3-4 hour segments over multiple days. Teams were more focused, stayed energized, and really enjoyed the experience.

Custom Planning Preparation Session

Uncover the Right Data to Drive the Right Discussions

Who is it for? Executive Teams Preparing for Annual or Quarterly Planning

Purpose: Bring your team together for ½-day to gather input, uncover opportunities, get the team aligned, and uncover what additional information you need to gather for your upcoming planning session

Takeaways:

  • Facilitated session to ensure your team is prepared and aligned
  • Understanding the right strategic conversations you need to have
  • Identify the right research, data, and input needed
  • Customise your agenda and logistics for your session

Strategy Session

Make a Breakthrough for Your Company

Who is it for? Executive Teams

Purpose: To facilitate strategic discussions that will develop and further enhance the company’s strategies and ability to achieve its long-term goals

Takeaways:

  • Alignment and progress on strategic discussions
  • Decisions on strategic questions posed
  • Path of Progress to advance strategy and next steps

Annual Priorities Session

Align Your Executive Team For the Year to Come

Who is it for? Executive Teams

Purpose: Envision a successful year together, decide on the top 3-5 annual initiatives and targets to advance your strategies, and determine the right timing and sequence of major milestones you’ll need to accomplish over the next four quarters

Takeaways:

  • Create a Destination Postcard
  • Company’s top 3-5 annual priorities with success criteria
  • 4-Quarter Flyover

Quarterly Execution Planning Session

Be Confident Your Plan is Ready for Execution

Who is it for? Executive Teams

Purpose: To create an “execution-ready” plan for the upcoming quarter that includes the company’s targets and top 3-5 Company Priorities with success criteria as well as the supporting priorities needed to accomplish the company’s goals

Takeaways:

  • Execution-ready quarterly plan for the Executive Team
  • Financial targets for the quarter
  • Top 3-5 company level priorities with RYG success criteria
  • Create weekly meeting dashboards
  • Next steps to cascade and communicate the plan company-wide

Contact us today

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What our CEO clients are saying

  • Jonathan is very skilful at helping clients implement Scaling Up \ Mastering the Rockefeller Habits, particularly for businesses wishing to scale to the next level of success. He is a wonderful blend of experience, skill and keeping a positive (accountable) edge with clients!
    Verne Harnish
    Author of Scaling Up & Mastering the Rockefeller Habits
  • Jonathan has delivered tremendous value in a short period of time to my business. He has years of practical experience in the tools and frameworks that he coaches. This combined with his enthusiasm and commitment make him a valued long-term strategic partner.
    Lachy Gray
    Co-founder & Head of Product, Yarno
  • Jonathan and Scaling Up Advisers added real value to our company by quickly aligning our team toward a real agreed purpose and helped us to refine our long term goals. Critical for My Local Foodie he gave us the tools to uncover and focus on our imperative quarterly priorities to enable us to gain the momentum we need to grow.
    Glen Harris
    General Manager, My Local Foodie
  • Our team has never been more aligned and focused – after just one workshop with Jonathan
    Sam Aloschi
    Head of Site, Coles Retail Ready Operations Australia
  • Jonathan is forward-thinking, intrepid and has a willingness to take calculated risks. He has a bias toward thoughtful action. He is strategic yet tactical – he has a vision and is able to execute. He is decisive yet inclusive. In all situations, Jonathan has exceeded my expectations.
    Hon. Michael Yabsley
    Chairman, Australia Gulf Council, ex NSW Minister of State for State Development, Tourism & Corrective Services, ex Federal Treasurer of Liberal Party of Australia
  • In my career, I have dealt with and/or done business with a considerable number of persons … Many were ordinary, some were good, but only a few were truly excellent; Jonathan Herps is one of these few truly excellent people. He is a very enthusiastic, extremely articulate, numerate and truly dedicated professional. He is an excellent team player and a first rate business man of the highest standing.
    Chris Slims
    Former CEO of Aldar Properties and Naseej BSC
  • The secret to success is that there really are no secrets. However, there is certainly a framework and Jonathan has spent a lifetime studying just this. Not only can Jonathan help you build the right team, but he will also keep you honest on the journey from strategy to execution – ensuring you build healthy and repeatable rhythms to profitably scale your business. Along the way, he is sure to become an insightful colleague, an experienced ear and cohort you can depend on when you most need sage counsel. I’d cheerfully recommend his team to yours.”
    Andre Wyzenbeek
    Managing Director, John Morris Scientific
  • In every case, Jonathan met his Highness’ expectation of exemplary ethical behaviour and world-class business standards.
    Eyhab Jumean
    Chief Executive Officer, Abu Dhabi Capital and SBK Holdings
  • Jonathan is both grounded and visionary with an energy that provides those around him with inspiration and confidence. He has a naturally innovative “DNA” which is highly complementary to his strategic development capabilities. One can be assured of timely and well-rounded delivery from him together with superb relationship management skills.
    Nicola Pero
    CEO
  • Jonathan is a regular speaker and panel participant in our conferences in the Middle East, Saudi Arabia and Asia. His inputs to these sessions are always highly intellectual, visionary and thought-provoking – which is no surprise that he is widely and highly respected within the industry.
    Saudin Dungog-Noddings
    Conferences Manager – Cityscape, IIR Middle East
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