{"id":2797,"date":"2021-07-14T04:28:59","date_gmt":"2021-07-14T04:28:59","guid":{"rendered":"https:\/\/www.quantumrun.com\/consulting\/?p=2797"},"modified":"2025-09-08T16:11:52","modified_gmt":"2025-09-08T16:11:52","slug":"strategy-planner-project-methodology","status":"publish","type":"post","link":"https:\/\/www.quantumrun.com\/consulting\/strategy-planner-project-methodology\/","title":{"rendered":"Strategy Planner project methodology"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"2797\" class=\"elementor elementor-2797\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-566379a7 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"566379a7\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ed554ab\" data-id=\"ed554ab\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e61debc elementor-widget elementor-widget-text-editor\" data-id=\"e61debc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>Executive summary<\/strong><\/h2><p><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif;\"><span style=\"font-weight: 400;\">The Quantumrun Foresight Platform (QFP or Platform) features a <\/span><span style=\"color: var( --e-global-color-text ); font-family: var( --e-global-typography-text-font-family ), Sans-serif;\"><span style=\"font-weight: 400;\">Strategy Planner project interface that can guide and partially automate your team\u2019s long-range strategy prioritization and strategy formation process in a way that incorporates a comprehensive range of emerging trends.<\/span><\/span><\/span><\/p><h2><strong>Challenge to solve<\/strong><\/h2><p><span style=\"font-weight: 400;\">78% of the companies we surveyed failed to effectively incorporate emerging trends into their strategic planning initiatives. As a result, these companies faced increased exposure to risk from outside disruption and lost revenue due to missed market opportunities.<\/span><\/p><h2><span style=\"font-weight: 400;\"><strong><br \/>Solution<\/strong><\/span><\/h2><p><span style=\"font-weight: 400;\">Use our platform\u2019s Strategy Planner project interface to decide what trends to integrate into your near, medium, and long-term strategic planning objectives.<\/span><\/p><h5>\u00a0<\/h5><h2><strong>Applying the Strategy Planner in your strategy development workflow<\/strong><\/h2><p><span style=\"font-weight: 400;\">Depending on your organization\u2019s goals, there are a variety of strategic planning models your organization can follow to achieve its business goals. On the whole, these strategic planning models generally align with the following stages:<\/span><\/p><h5>\u00a0<\/h5><h2><b><br \/>Standard strategy planning process<\/b><\/h2><p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-3963 size-large\" src=\"https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20-1024x273.png\" alt=\"Standard strategy graph, outlines phases 1 to 5\" width=\"800\" height=\"213\" srcset=\"https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20-1024x273.png 1024w, https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20-300x80.png 300w, https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20-768x204.png 768w, https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20-1536x409.png 1536w, https:\/\/www.quantumrun.com\/consulting\/wp-content\/uploads\/2021\/11\/infographic-20.png 1920w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/p><h2>\u00a0<\/h2><h2><b>Platform integration with the strategy planning process<\/b><\/h2><p><span style=\"font-weight: 400;\">Based on the simplified outline above, the QFP can facilitate elements of this planning process in the following ways:<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1f8444b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1f8444b\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5a721e9\" data-id=\"5a721e9\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3b0a516 elementor-widget elementor-widget-accordion\" data-id=\"3b0a516\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6191\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-6191\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Phase 1: Goal setting<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-6191\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-6191\"><ul><li><span style=\"font-weight: 400;\">What are your organization\u2019s goals or objectives?\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">What is the vision it is trying to pursue?\u00a0<\/span><\/li><li><span style=\"font-weight: 400;\">What are the issues or challenges it is trying to solve?<\/span><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6192\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-6192\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Phase 2: Discovery<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-6192\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-6192\"><ul><li><span style=\"font-weight: 400;\">What are the organization\u2019s strengths and the resources at its disposal? SWOT, financial review, etc.<\/span><ul><li><span style=\"font-weight: 400;\">What is the current state of the environment in which the organization operates, in all contexts?<\/span><\/li><li><span style=\"font-weight: 400;\">What are the potential future states of the environment in which the organization operates, in all contexts?<\/span><\/li><\/ul><\/li><li><span style=\"font-weight: 400;\">What information\/data does the organization need to know to make informed decisions about its future operations and goals?<\/span><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6193\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-6193\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Phase 3: Strategy development<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-6193\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-6193\"><ul><li><span style=\"font-weight: 400;\">Of the insights collected in the previous phase, how should they be prioritized in terms of impact to the organization?<\/span><\/li><li><span style=\"font-weight: 400;\">Of the insights collected in the previous phase, how should they be prioritized in terms of urgency to the organization? Which insights should be planned for immediately, in the medium-term and the long-term?<\/span><\/li><li><span style=\"font-weight: 400;\">Brainstorm actions that can be implemented to address the opportunities and challenges that the organization prioritizes.<\/span><\/li><li><span style=\"font-weight: 400;\">Secure input and approval from the necessary stakeholders on the actions to implement.<\/span><\/li><li><span style=\"font-weight: 400;\">Approve an actionable strategic roadmap for the organization or individual initiatives.<\/span><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6194\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-6194\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Phase 4: Strategy implementation<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-6194\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-6194\"><ul><li><span style=\"font-weight: 400;\">Assign responsibility for the execution of individual elements of the approved strategy.<\/span><\/li><li><span style=\"font-weight: 400;\">Apply organizational resources to the strategy\u2019s execution.<\/span><\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-6195\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-6195\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-plus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-minus\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Phase 5: Measurement and management<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-6195\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-6195\"><ul><li><span style=\"font-weight: 400;\">Decide what metrics will be used to measure the progress and success of approved actions against stated objectives.<\/span><\/li><li><span style=\"font-weight: 400;\">Build management and communication systems to facilitate the execution of various elements of the strategy.<\/span><\/li><li><span style=\"font-weight: 400;\">Initiate early, real-world tests and use the findings to continually refine or iterate elements of the strategy\u2019s execution.<\/span><\/li><li><span style=\"font-weight: 400;\">Schedule periodic dates to reassess the overall strategy.<\/span>\u00a0<\/li><\/ul><\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-fe241e8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"fe241e8\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4b58902\" data-id=\"4b58902\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2e6757a elementor-widget elementor-widget-text-editor\" data-id=\"2e6757a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<h2><strong>How to use the Strategy Planner<\/strong><\/h2><p><span style=\"font-weight: 400;\">To learn about the various features of the Strategy Planner project interface, please <a href=\"https:\/\/www.quantumrun.com\/consulting\/features-of-the-strategy-planner-project-interface\/\">click here<\/a>.<\/span><\/p><p><span style=\"font-weight: 400;\">To learn tips and tactics about how to effectively use the Strategy Planner project interface, please <a href=\"https:\/\/www.quantumrun.com\/consulting\/using-the-strategy-planner-project-interface\/\">click here<\/a>.<\/span><\/p><p>\u00a0<\/p><h2><strong>Learn more<\/strong><\/h2><p><span style=\"font-weight: 400;\">To learn more about the methodology behind the Strategy Planner project interface or start your free trial of the platform, please contact a Quantumrun Foresight representative at <\/span><a href=\"mailto:Platform@Quantumrun.com\"><span style=\"font-weight: 400;\">Platform@Quantumrun.com<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Executive summary The Quantumrun Foresight Platform (QFP or Platform) features a Strategy Planner project interface that can guide and partially automate your team\u2019s long-range strategy prioritization and strategy formation process in a way that incorporates a comprehensive range of emerging trends. Challenge to solve 78% of the companies we surveyed failed to effectively incorporate emerging [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[72,64],"tags":[],"class_list":["post-2797","post","type-post","status-publish","format-standard","hentry","category-best-practices-case-studies","category-help"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Strategy Planner project methodology<\/title>\n<meta name=\"description\" content=\"Executive summaryThe Quantumrun Foresight Platform (QFP or Platform) features a Strategy Planner project interface that can guide and partially automate\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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