The Synergy Approach

The difference between Traditional Strategic Planning and Synergy Strategic Planning is within the depth and breadth of the managerial leadership focus. In Traditional Strategic Planning, the process is completed at the top by the executive team. It is then committed to writing and, in some cases, word-smithed by an advertising agency and then distributed down into the organization with orders to make the change happen.

  • Step 1: Creating an internal mission statement
  • Step 2: The completion of a SWOT analysis.
  • Step 3: Determining the execution essentials.
  • Step 4: What gets measured gets done.

A good strategic plan focuses on integrating people, systems, and structure, thus directing them toward a predetermined, worthwhile vision—a clear set of believable and livable values—and Transformational, Exciting, Authentic, Measurable (TEAM) goals.
The Vision needs to be exciting, challenging, and believable. It needs to build a clear picture of what shared success looks like down the road.
The Values need to be virtuous, such as building relationship trust through personal and professional respect, delivering quality products, and embracing service to one another as well as the customer.
The Goal should focus on achieving the vision, increasing profitability, productivity, and performance with specific and measurable sub-goals.

Systems, Structure, and Functions

A key ingredient for a strategic plan to work is to ensure that systems, job functions, and structure support the vision, values, and goals. Working as a high-performance team and exceeding customer expectations can die very quickly if dictatorial leadership and outdated policies and procedures block positive energy. Of course, all systems, structure, and functions cannot be changed overnight,  which is why the Synergy Formula supports the principle of continuous improvement. Thousands of small changes made over time will transform a low-performing outfit into a world-class organization—of that, there is no doubt.

Dreams are always more powerful than the impossible!

Management Commitment

A steady, consistent commitment and guiding hand is the final component of a successful strategic plan. That means: attending meetings, living the values, embracing the vision, being accountable, and delivering on the goals. By so doing, a leadership magnetism takes hold and energy and effort become authentic and trustworthy. More simply put: Anyone would like to work for a purpose-driven, trustworthy leader who walks the talk.

Duration: Two day retreat and ongoing customized workshops

 “What gets measured gets done.”

In the Synergy Strategic Planning Model, the core principle is that organizational effectiveness is achieved through committed leaders who see the organization as a whole, and that change happens quickly through empowered individuals working in teams toward a shared destiny. The Synergy approach to strategic planning is a blueprint for organizational planning and execution and comprises four important steps:

``Fun and Exciting Presentation. A Highly Participative, Informative and Interactive Experience!``

“The single constant to business success, is good leadership – the art of shifting mind-sets, inspiring passion and delivering results.”
– Chris Alexander



Visionary companies attained their stature not because they made visionary pronouncements, but because they succeeded in having their core values and purpose permeate the entire organization”
– Jim Collins and Jerry Porraser


Real wealth is knowing how to direct energy
– Buckminster Fuller

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