STO Strategy Brainstorming

Desired Outcome(s)

Informed audience

Content

Agenda

Background & Objectives

Expectations

Roles

Logistics

Process

WM to present overview of workshop

Tools

Presentation slides

Workshop Handout for structure

Time Duration

7 - 10 minutes

Facilitator

WM

Process

Presentation by AR

Discussion by all LT

Feedback recording

Tools

Content slides with approx. timeline

Notes on Mind Map

Time Duration

15 Minutes

Facilitator

WM

Content & Ideas

Strategy Framework

Strategy outline

Basic outline

Data & analysis

Completed outline

Full Corporate Strategy

Review Approximate timeline

Definitions

Desired Outcome(s)

Team alignment

Feedback & fine tuning of approach

Desired Outcome(s)

Team alignment

Feedback & fine tuning

Content

Developing the 2020 Strategy Outline

Themes to Objectives

Major Goals for each theme

WIGS

Objectives

Agree on broad objectives

KPI

Decide on KPIs for Perf. Measure.

Analysis

Data Requirements

Action Items

Process

NK to present strategy outline

Tools

Presentation Slides

Finalized Fw.

Time Duration

45 Minutes

Facilitator

WM

Desired Outcome(s)

Finalize 2020 Strategy Outline which will serve as foundation for a full fledged corporate strategy

Define methodology for answering strategic questions & turning them into performance objectives

Define data & analysis requirements

Define broad corporate objectives

Define Roles & Responsibilities for data collection & analysis

Define broad agenda, timeline & deliverables for the next workshop

Content

How to run the working session?

1. Discuss Corp. Level Qs.

Subtopic

2. Selecting Strategic Components

Provide bucket list

Ask LT on their top 5

After selection, need to probe audience to fine tune

Share results & consolidate

3. Selecting Objectives & KPIs

4. Define data & analysis needs

Strategic Components

Financial Performance

Governance

Capabilities

Learning & Growth

Investment & Acquisitions

Existing Business

Risk Management

Fund. Corp. Strategy Qs

What is our winning aspiration?

How do out SH define success? or what are they looking for?

Who are our key stakeholders?

Role of the Corp.

What branding strategy will we follow?

Geographic focus.

Sector focus?

What are the major external drivers or factors that we should be considering right now?

Proposed Objectives

Process

Tools

Voting templates

Ranking Discussion

Selection & Prioritization of Objectives

Facilitator

WM & NK

Time Duration

2 - 3 Hours

Subtopic