STRATEGIC VISION

Less
Flexible

Specific
Granular Scope
Wide area of Some High level broad
Areas of
focus flexibility scope flexible
Focus

Specs &
Designs

CURRENT VISION NEAR-TERM VISION FUTURE VISION

 Develop the measurement systems &
data which illustrate the linkage
between process behavior &
performance

Determine how, where and by how Identify & engage the right people with the
much business process can influence right reporting system, disciplines &
the strategic and/or process objectives accountability to evaluate or improve
process
INDICATE

TRANSLA
DEDICATE
TE
Develop the right process maps which Fully integrate process based reporting
accurately reflect how value is created discipline and tools into process
for customers through business management action planning &
processes performance

ILLUSTRA
OPERATE
TE

ROADMAP
DEVELOPMENT
 DESCRIBE THE
CHARACTERISTICS
CHANGE

Brand Identity Write a text for describing changes

Culture/behavior of our team Write a text for describing changes

Our advice/practice philosophies Write a text for describing changes

Client service/value proposition Write a text for describing changes

Ideal client Write a text for describing changes

AREAS FOR
Fee model/revenue mix Write a text for describing changes

CHANGE
Scale of our practice Write a text for describing changes

Talent/skills/education of our team Write a text for describing changes

Locations Write a text for describing changes

Use of technology Write a text for describing changes

Communications & marketing Write a text for describing changes

 STRATEGIC ROADMAP

MISSION To connect, support and inform efforts to improve the health of individuals and communities in city/state/country

EMPATHY EQUITY INTEGRITY OPENNESS KNOWLEDGE

VALUES
Feeling from another’s Transparency, honesty and Listening, adapting and
Prioritizing the most impacted Embracing community wisdom
perspective accountability experimenting

INGREDIENTS Policy, systems &

Multi-sector partnerships Paradigm shift Community-driven solutions Build trust and equity
environmental change
FOR CHANGE

Company will identify and build relationship with stakeholders and develop strategies to support progression along the collaboration continuum.

RESISTANT CURIOUS AWARE ADVOCATE CHAMPION

BY YEAR 2
• Interested in what • Influences others
• Believes day job doesn’t • Verbalize intersections • Recruits & activates partners
customers are up to • Practices buy-in
impact health • Expresses “ahas” • Collaboration is the norm
• Gets connected by a trusted • Co-creates “the change” and
• Prefers comfort zone • Energized • Practice accountability
source work

BY YEAR 3 Company will support stakeholders in building networks of collaborative health champions
 STRATEGIC ROADMAP - SWIMLANE VIEW
PRODUCT FINANCE SALES MARKETING

API (web services) Stream financial reporting Engage key vendors Lead generation strategies
PROPOSED

SQL support Finalize 20XX budget Profit opportunities Group discount 6+ @15%

Identify customer values Finalize 20XX budget Negotiate $2M+ deal

CRM & automation integration Connect with distribution networks

IN PROGRESS

Live chat Breakdown analysis Launch salesforce Competitor analysis

Push notification Cost & complexity drivers Competitor risk analysis Influencer platform + partnership

Analytics Launch monthly webinar

SAML single sign on Streamline vendor management Analyze sales trends Partnerships
SCHEDULED

Stakeholder commenting Define sales territories Industry outlook

Cloud support Schedule focus group

Improve service performance Diversification

Account management
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