​Strategic Planning

If you don't know where you're going, any road will get you there.

If you don't know where you're going, you won't know it when you get there.

Even if you're on the right track, you'll get run over if you just sit there.

- Will Rogers

The planning process keeps businesses, non-profits, and government entities from getting "run over" and supports their success. Every organization needs to know:

  • Where they are today relative to the market, the competition and customer needs
  • Where they want to be in the future
  • How best to get there given available resources
  • That action often requires a "kick in the pants" to get moving, usually in the form of established deadlines, assigned responsibilities, and accountability measures
  • That along the road adjustments can and should be made to the plan based on the results to date

What distinguishes the SMS Planning Process is our foundation of sound information upon which our plans are developed, tracked and evaluated over time. Organizations that plan based on solid information are more likely to achieve their goals.

SMS works with you to plan for and develop a customer-oriented, market-based strategic plan. We understand the information you need to prepare for the planning and will work with you to gather that information - internal measures and trends including employee satisfaction, customer measures and trends, the state of the competition and market trend information integrated to provide you with a realistic, meaningful foundation to base your planning. SMS uses information previously gathered, internal information, secondary information and only if necessary recommends that new research be undertaken.

From here, SMS provides facilitation for a planning retreat consisting of key contributors and decision makers from your organization and others, as you desire. The one or two day retreat builds on the intelligence foundation to develop short and long term goals and measurable objectives together with the major strategies to achieve those objectives. Clear follow up steps are outlined and a detailed timetable developed for the final document to be completed. The deliverable from a planning session is the written strategic plan.

Client Testimonials

"HGEA is grateful to the SMS team for its outstanding work in helping us better understand and serve our members. It is a pleasure to work with their knowledgeable staff."

— Randy Perreira, Deputy Executive Director
Hawai'i Government Employees Association

SMS Business Process
Copyright © 2021 SMS. All Rights Reserved.

Privacy Policy