Brown Performance Group -- A Training and Consulting Firm Providing Customized Solutions to Enhance Sales Performance in the Financial Services Industry.

Strategic Planning Roadmap

Brown Performance Group tailors its strategic and business planning engagements to each client. The following table provides an overview of the full planning process. An individual engagement may include all or part of this process, depending on the current situation and needs of the organization.

Key Steps	Components
Current Situation Analysis	External analysis & trends Client needs/gaps Financial analysis Program/service analysis Peer/competitor analysis Strengths/weaknesses Opportunities/threats
Strategic Plan (3-5 Years)	Vision Mission Values/Principles Goals & Success Measures Value proposition & differentiation Key strategies
Business Model (part of the strategic plan)	Targeted audience/needs Priority programs/services Funding strategy & proformas Capacity requirements Structural alignment: staff, governance
Annual Operating Plan	Annual goals & success measures Action plans & milestones Staff performance plans
Evaluation	Data gathering Analysis Feedback & review