Strategic Planning &
Performance
What We Do
Having no strategy is a strategy – it just doesn’t work very well. We facilitate the creation of new strategic plans and revisit existing ones. We create organizational scorecards for evaluation during the year and performance tools that link every employee to the mission and the strategic objectives for the year.
Our Process
1. The Oyster Way, shown in the graphic below and driving sustained, annual progress, or
2. Using EOS/Traction, explained below and driving sustained, quarterly progress.
Both increase success. Both lead to achieving strategic goals. Both drive change. And both should affect the efforts of every employee.
Oyster focuses on inclusion of stakeholder groups in brainstorming and in creating, updating, and finalizing strategic plans so that the outcome is supported. We use technology to make this happen in weeks, not months, so success comes sooner.
- Wildest Dreams: Getting everyone in the same room with an artist to capture and draw ideas isn’t just fun; it may be one of the most effective brainstorming sessions you’ve every seen!
- Surveys: We survey multiple stakeholder groups, such as employees, managers, boards, advisory groups, and others.
- SWOT Analysis: SWOT Analyses identify strengths, weaknesses, opportunities, and threats. This is a foundational step of strategic planning.
- Draft Strategic Plan: One of the most important steps to take after the draft strategic plan is ready is to get feedback. A plan with participation is a plan that gets supported.
- Strategic Plan: But just because the Plan exists doesn’t mean you’re done. In fact, this is where many fail. It ends up in the digital equivalent of a desk drawer. We keep it out of the drawer and determine how it will drive action at every level, and with every individual.
EOS/Traction
We are EOS/Traction implementors. This model, from EOS Worldwide, focuses on vision, data, process, traction, issues, and people to propel organizations forward. We align with the creators of Traction and can get you using it quickly and efficiently, and communicating on it well. We use the eight questions answered by the Vision-Traction Organizer (VTO).
- What are your core values?
- What is your core focus?
- What is your 10-year target?
- What is your marketing strategy?
- What is your three-year picture?
- What is your one-year plan?
- What are your quarterly Rocks?
- What are your issues?
Strategy drives dramatic impact.
How We Support Strategy.
We bring clarity, structure, and accountability to your strategy through:
- Strategic Plan Creation – We facilitate the creation of new strategic plans.
- Plan Review – We revisit existing plans.
- Leadership Collaboration – We work with leaders to connect strategy to actionable goals for the entire organization.
- Organizational Scorecards – We create scorecards to evaluate success during the year.
- Performance Management Tools – We create performance management tools that link every employee to organizational strategy.
- Goal Attainment – We facilitate the creation of measurable goals.
The Oyster Difference
Partnering with Oyster means having a roadmap that’s actionable and aligned with your mission, vision, and goals.
What our Clients are Saying
I met Oyster when I needed a compensation analysis fast. We were small at the time, and they jumped in. I felt as important as if we were huge. Now we have an active strategic plan, performance management system, and incentive compensation plan. Succession planning is underway. Oyster makes a difference.
Oyster manages our HR but offers much more. We work together on strategic planning, organizational structure, and finding the right talent for our growing company. Julie leads Team Development Days. She links our planning to our marketing and to our internal and external communication. We have human capital expertise at our leadership table. It’s Julie and the Oyster team.
Accomplish The Mission
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