{"id":12116,"date":"2024-12-18T11:45:52","date_gmt":"2024-12-18T14:45:52","guid":{"rendered":"https:\/\/www.interactsolutions.com\/?p=12116"},"modified":"2026-01-27T15:27:16","modified_gmt":"2026-01-27T18:27:16","slug":"shall-we-create-a-strategic-plan","status":"publish","type":"post","link":"https:\/\/www.interactsolutions.com\/en\/shall-we-create-a-strategic-plan\/","title":{"rendered":"Shall we create a Strategic Plan?"},"content":{"rendered":"

You\u2019re probably wondering if we\u2019re going to talk about planning again at this time of year, and the answer is yes<\/strong>!<\/p>\n

And we will likely continue to talk about it a lot, as it is extremely relevant<\/strong> for an organization. Without it, a company doesn\u2019t really know where it\u2019s going, doesn\u2019t have goals or objectives, and even if it does, it has no idea how to reach them.<\/p>\n

Is this a problem? Even if you say it\u2019s not a problem for you, we consider it a problem! Without planning, your company won\u2019t reach its full productive potentia<\/strong>l, won\u2019t explore all its business opportunities, among many other things.<\/p>\n

Types of Planning<\/h2>\n

There are different types of planning that can be used according to the needs of your company.<\/p>\n

– Business Strategic Planning<\/strong>: This type focuses on specific businesses and may aim to gain competitive advantages<\/strong> in a specific market sector.<\/p>\n

– Corporate Strategic Planning:<\/strong> More commonly used for general plans within a corporation, it serves as a guide for the other area plans<\/strong> and is directly related to the company’s mission<\/strong>. Its main goal is to ensure the company keeps aligned goals to achieve its objectives and remain at the top<\/strong> of its market niche.<\/p>\n

And speaking of other types of planning, there is also Tactical Planning<\/strong>, which aims to support<\/strong> strategic planning and provide the necessary backup for what has been planned, containing specific plans to put the Strategic Plan into action<\/strong>.<\/p>\n

On the other hand, the Operational Plan<\/strong> is focused on the functions that need to be carried out and is usually developed by supervisors, team leaders, and even facilitators to support Tactical Planning<\/strong>.<\/p>\n

This doesn\u2019t mean your company will need to implement all types of planning, but it\u2019s important to be aware of the available options in case of need, right?<\/p>\n

Tools to Facilitate Strategic Planning<\/h2>\n

In addition to understanding the types of planning, it is essential to have supporting tools to construct an effective organizational plan.<\/p>\n

Although it may not seem so, the company\u2019s Mission, Vision, and Values<\/strong> are extremely important and should be defined before starting the planning process, as they are considered the foundation<\/strong>.<\/p>\n

If your company has not yet defined these three initial steps, here\u2019s a tip to simplify:<\/p>\n

\u2022 Mission is the purpose and the motivations<\/strong> for the company\u2019s existence.<\/p>\n

\u2022 Vision refers to where the company wants to go<\/strong> and the planned timeline to get there.<\/p>\n

\u2022 Values represent the company\u2019s ideals, ethical positioning, attitudes, and beliefs<\/strong> towards the market and its target audience.<\/p>\n

Once this is done, there are other tools that can contribute to the effectiveness of the planning process, such as the SWOT Analysis<\/strong>, which provides a precise diagnosis by considering all aspects of the business.<\/p>\n

This SWOT methodology identifies the company\u2019s strengths, weaknesses, opportunities,<\/strong> and threats, which should be considered in the Strategic Plan and the overall business environment.<\/p>\n

The Five Forces of Porter<\/strong> can also be used in developing the Strategic Plan, with the goal of evaluating competition<\/strong>, as it takes into account the threat of substitutes, threat of new entrants, bargaining power of buyers, bargaining power of suppliers, and competitive rivalry<\/strong>.<\/p>\n

BSC<\/a> (Balanced Scorecard), on the other hand, is a widely used and respected methodology, also applied here at Interact Solutions<\/a>. It considers four fixed perspectives to provide a balanced view of the entire company, taking into account the strategic objectives and the cause-and-effect relationship between them.<\/p>\n

The perspectives considered by BSC are: financial, customer, learning, and internal processes<\/strong>.<\/p>\n

To simplify the creation of objectives, the OKRs<\/a> (Objectives and Key Results) methodology can significantly contribute, as it guides the creation of objectives<\/strong> based on three factors:<\/p>\n

\u2022 Objective \u2013 a detailed description of the company\u2019s goals.<\/p>\n

\u2022 Key results \u2013 metrics and established targets that will ensure the objectives are achieved.<\/p>\n

\u2022 Initiatives \u2013 the actions required to achieve the objectives.<\/p>\n

If OKRs are not a good fit, there is also the SMART<\/strong> methodology, which helps define intelligent, measurable, achievable, and relevant goals, ideal for those that need a set deadline.<\/p>\n

Everything Becomes Easier with Software<\/h2>\n

Many tools can be used in the development of an organization\u2019s Strategic Planning<\/a>; however, when all of them are grouped and available in a single software, the process becomes much easier.<\/p>\n

Additionally, it makes the constant monitoring<\/strong> of goals and actions throughout the planning period more practical<\/strong>.<\/p>\n

Among the main benefits of using software, we highlight the sharing of information, integration of tools, real-time updates, ease of use, and, one of the most important: data security<\/strong>.<\/p>\n

For example, Interact Suite SA<\/a> allows the planning to be accessed by all users, as well as action plans, ensuring that updates are always up to date. It also enables real-time tracking of goal progress, while offering tools based on planning methodologies such as BSC, OKRs, SWOT<\/a> Analysis, among many others.<\/p>\n

Visit our website<\/a> to learn more about Interact Suite SA and the available modules to boost your planning.<\/p>\n

Bonus: Common Mistakes in Strategic Planning<\/h2>\n

To make next year\u2019s planning even more effective, we\u2019ve listed some of the most common mistakes made, so you can relate them to the tips mentioned above and build a successful Strategic Plan!<\/p>\n

– Not involving the team in the process: When employees are not included in the planning, they do not feel part of it, and consequently, they won\u2019t be committed<\/strong> to the goals and actions.<\/p>\n

– Lack of transparency<\/strong>: Both in the planning process and in goal setting, a lack of transparency is a key factor in demotivation. Transparency<\/strong> gives the organization more trust and seriousness<\/strong> in its deliverables.<\/p>\n

– Not tracking progress: It\u2019s useless to create a plan and not follow up on the progress of actions and proposed goals. A plan created just for protocol and stored away in a drawer will not generate results. Regular monitoring<\/strong> allows you to identify improvements and implement them in time to positively impact results.<\/p>\n

 <\/p>\n

 <\/p>\n

Author:<\/p>\n

\"\"<\/p>\n

 <\/p>\n

 <\/p>\n

Bianca Wermann<\/strong><\/p>\n

Journalist, Communication and Marketing Analyst at Interact Solutions<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

You\u2019re probably wondering if we\u2019re going to talk about planning again at this time of year, and the answer is yes! 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