Strategic Planning? 10 Tips to Improve Your Outcome

Whether you’re refining your plans, charting an entirely new course or overhauling your brand, strategic planning is an essential step in the life cycle of a successful business. Some tackle the process on their own, while many bring in planning experts to facilitate the process. In either case, here are 10 steps you should take to prepare your team and achieve the best results from the time and resources invested.

1. Invest in the front end

Your team must believe in the process, understand the outcomes you hope to achieve and be prepared to contribute. Meeting with your team members before you begin the formal planning process will help get everyone on the same page and prepare them to bring their expertise to the table.

2. Research

Research your industry to find common market trends you want to identify with or avoid. Consider your company’s strength and the particular industry niche you occupy. Is this where you want to reside in the future?

3. Know your target audience

Who are you trying to reach? Your marketing messages need to be crafted to suit your audience’s specific needs for maximum impact.

4. Have an honest perspective of your company’s current brand image

You know how you want your company to be perceived, but is that the image held by employees, current customers and prospects? Don’t assume you know the answer—ask representatives from those three groups how they perceive you. Does your brand messaging need to be adjusted, or does your brand need to be completely repositioned?

5. Be willing to share ideas

There is no such thing as a bad idea when you’re working through the planning process. Everyone involved should be willing to share their ideas—and this should be a safe environment in which to do that.

6. Set some intermediate deadlines

Have a realistic picture of when you want assignments completed. Know who has tasks to accomplish and be prepared to keep them on schedule. Continue to stress the importance of this process, and reflect it by scheduling process assignments on equal footing with client-related work.

7. Use examples

Find and share examples of marketing pieces, campaigns, slogans, positioning statements and other similar materials that you find appealing. Be ready to explain why you like them. This is particularly important when working with an outside firm, but is also helpful in internal discussions. Your customers and prospects have a wide range of tastes, and those should be reflected in your process as well.

8. Keep an open mind

Refer to #7. Because you have a variety of personalities (hopefully) on your team, some of the ideas presented may seem “outside the box” to you. This will be particularly true if you’ve brought in an expert. Don’t settle for comfortable solutions that keep you doing what you’ve always done. After all, you’re looking for solutions that will set you apart from your competition.

9. Think forward

Your goal is to grow your business, so be prepared to think “down the road.” You’re working on a roadmap to navigate from where you are to where you want to be.

10. Trust the experts

Finally, if you’ve brought in a specialist to help with your planning process, you did it for a reason. This is what they do best. Trust their input and conclusions.


VistaComm has participated and facilitated the planning process for many clients as they sought to grow their business and strengthen their brand. If you’re looking for an expert partner in your strategic planning process, contact us to find out how we can help.

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