Business Consulting and Services
Advisory Board Toolbox
Advisory board solutions with dual-perspective toolbox, seamlessly guiding your organization from vision and mission definition to strategy development and operational excellence, across financial, customer-centric, people, and operational domains
Strategic Planning Framework
Vision Setting
Introduction and Company Overview:
• Welcome and orientation
• Overview of the current company
Vision Tools:
Financial Perspective:
• Budget and Forecasting.
Cultural Alignment:
• Organizational Culture Surveys.
Customer-Centric:
• Customer Journey Mapping.
Additional Tools:
• Vision Boarding.
• Scenario Planning.
• Causal Layered Analysis.
• Design Thinking.
• Business Model Canvas.
• Value Proposition Canvas.
Strategy Formulation
Recap and Insights:
• Review of the vision-setting stage
Strategic Areas:
• Introduction of key strategic areas
• Use vision tools for strategic planning.
Additional Tools:
Resource Allocation:
• Investment Portfolio Management.
Skills Development:
• Skills Assessment
Customer Loyalty:
• Net Promoter Score (NPS).
Strategic Analysis:
• SWOT.
• BCG Matrix.
• Porter's Five Forces.
• PESTEL Analysis.
• Blue Ocean Strategy.
• The 7 Strata of Strategy.
• VRIO Framework.
• Real Options Theory.
• Game Theory.
• Strategic Foresight.
• Critical Success Factors.
• Digital Transformation Strategies.
• Risk Management.
• Theory of Constraints.
Management & Execution
Review and Resource Allocation:
• Review of the strategic plan
Management and Execution Tools:
• Goals and milestones.
• Financial Management
• People Management
• Customer Management
• Operational Management
• Technology Tools
Additional Tools:
Decision-Making Support:
• Balanced Scorecard
• All Cross- Functional Tools
Cross-Functional Tools
Financial Management
• Financial Health Analytics.
• Exit Strategy Planners.
People Management
• Employee Engagement Platforms.
• Skills Assessment Software.
• Organizational Culture Surveys.
• Performance Management Systems
• Learning Management Systems
Customer Management
• CRM.
• Customer Feedback and Survey
• NPS Calculators.
• Customer Journey Mapping
• Customer Support.
• Brand Monitoring Software.
• Social Media Management Tools.
Operational Management
• Project Management Platforms.
• Supply Chain Optimization Tools.
• Risk Management Software.
• Lean Management Tools.
Technology Tools
• IT Infrastructure Monitoring.
• Board Portal Software.
• Unified Communication Platforms.
• Cybersecurity Solutions.
• Data Analytics Platforms.
• Business Intelligence Software.
• Digital Transformation Platforms.
Quality & Innovation
• Six Sigma Tools.
• Quality Management Systems.
• Innovation Management Software.
• Market Research Platforms.
Mergers & Acquisitions
• Due Diligence Platforms.
• Integration Management Software.
Legal & Compliance
• Legal Compliance Software.
• Contract Management Platforms.
• ESG Reporting Software.
• Sustainability Performance.