Integrated Strategy Management

Strategy management is the application of knowledge, skills, tools, and techniques to the activities of strategic planning and strategy implementation to successfully achieve the vision goals, and objectives of the organization.  

Strategy management focus on capturing and managing the interdependencies of the strategic plan to improve:

  • Continuity of information
  • Traceability of design through delivery
  • Quality and completeness of the strategic plan
  • Quality and appropriateness of the strategic objectives
  • Prioritization of investment and allocation of key resources
  • Harmonization of strategic initiatives
  • Strategic outcomes 

Oversight of The Strategic Planning Lifecycle

Integrated Strategy Management

  • Perform environmental assessment
  • SWOT definition
  • Develop vision, goals, and objectives
  • Identify challenges to achieving the vision
  • Define WHAT your trying to achieve
  • Define HOW you will achieve it 
  • Plan implementation and prioritize effort
  • Manage execution of HOW
  • Manage changes to plan throughout execution

Implementing Strategy Management

Strategy Management Implementation

Key Steps to Implementing A Strategy Management Solution


  • Current state and status of strategic planning processes
  • Strategic initiative prioritization, planning, and execution
  • Strategic objectives and measure performance
  • Generate gap assessment


  • Informatics, dashboards, and reporting
  • Process improvements
  • Management, oversight, and risk mitigation


  • Data models and analytics
  • Strategy management processes
  • Planning, prioritization, and execution
Iterate process and informatics improvements

Prioritization and Decision Support

Strategic Initiative Prioritization

  • Provides standard approach to prioritization for strategic planning and off-cycle events
  • Enables standard request question sets that allow value proposition comparison of disparate strategic initiative types
  • Uses custom specific scoring rule sets for inferring value to organization
  • Allows strategy custom alignment, ROI, Non Financial ROI, risk, and scope to evaluate requests, providing a normalized score for initiative scoring
  • Provides risk assessment and management preparedness assessment and adjustments
  • Enables balanced analysis across customer defined alignment axis
  • Supporting consistent stage-gate review processes that shorten analysis and review time

Activating The Strategic Plan

  • Instantiates selected initiatives
  • Maintains initiatives that did not make the selection
  • Provides risk management input based upon evaluation criteria
  • Provides initial objectives, target outcomes, and resource requirements for baseline project planning
  • Links prioritization with strategic portfolio

Off Cycle, Ad Hoc Events and Opportunities

  • Allows for off cycle concept review, in context with original planned and approved initiatives
  • Enables consistent scoring and evaluation in context with existing plans
  • Allows for evaluation along a wide variety of alignments and contexts, to support changing or shifting priorities

Execution Management Oversight

Strategic Portfolio Management

  • Portfolio management & Strategy Oversight
  • Risk management and escalation
  • Project Rounding
  • Action plan view creation based upon alignments, organizational ownership, and stakeholder engagement

Project and Program Oversight

  • Manage complexity and risk
  • Issue management, with impact assessment, mitigation planning, and monitoring of mitigation progress
  • Milestone driven project management to provide progress measurement and team focus
  • Executive, Leadership, & Stakeholder engagement
  • Project rounding, progress monitoring, and performance assessment
  • Risk escalation and propagation

Health and Status Reporting

  • Automated health and status reporting
  • Risk analysis and reporting
  • Intelligement recommendation assistant