Our Planning Approach

TA’s business planning process includes every component a group needs to generate ideas, develop initiatives and plan execution. Our approach includes:

Preparation

• We work closely with the client to build a dynamic session that will deliver a high-quality business plan
• Agenda, planning templates and presentation drafts are prepared and reviewed with client prior to session

Facilitation

• TA consultants develop a positive rapport with the group, and take on the role of facilitator and planning advisor as they work through development of their plans. We skillfully:

  - Facilitate open discussion
  - Keep the group focused on substantive issues
  - Challenge assumptions
  - Keep group “On Point” and “Out Of The Weeds”

• Planning templates are updated on the screen during group discussion so that a draft plan is ready for group review at the conclusion of the session
• Relevant and engaging team exercises are carefully integrated to support planning efforts

Documentation

• Consultants record comprehensive notes throughout the session and will document and package the final output into a presentation-ready final business plan.

Typical Planning Workshop Process

• Sessions typically begin with an “educational” portion to level-set the group on the planning process

• Standard planning templates are used to capture ideas and organize them into prioritized projects

• The finalized business plan becomes the “living document” by which the group drives departmental activities over the coming year

If you want to elevate the effectiveness of your annual planning contact Dr. Gillard now at PGillard@TransAssoc.com, or 908-319-6923.