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Overview
Background Information

All shrewd business owners realize that their business needs a Strategic Plan that is current, relevant and focused on action that will lead to the achievement of its goals.

Becoming (or remaining) a business leader requires continued development and refinement of new strategies as your business continues to compete in the marketplace.

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Recommendations
Overview of Solutions

The Capstone Strategic Process

Alice came to the fork in the road.
"Which road do I take?" she asked.
"Where do you want to go?" responded the Cheshire cat.
"I don't know," Alice answered.
"Then," said the cat, "it doesn't matter."
[Lewis Carroll, Alice in Wonderland]

Planning is indispensable to the growth and success of any business, and Capstone can guide you to find the answer to the Cheshire cat's critical question: Where do you want to go? Capstone provides our clients with a map that leads to the achievement of their business goals. We listen to your needs and help you develop a customized Strategic Plan for your business that contains just the right amount of actionable detail to help your business move forward.

The Capstone Strategic Process is a dynamic and powerful methodology that balances inspiration with simplicity and promotes board, member, and employee support and commitment to action. The Capstone Strategic Process enables our clients to establish a sense of mission and share a compelling vision of your organization's future. Because they will have had a hand in forming the plan, stakeholders will benefit from feelings of renewed energy and enthusiasm that will have them striving together to create the next exciting chapter in the your business story. Capstone's approach empowers those affected by the plan to build their own understanding and ownership in the Plan.

Utilizing the Capstone Strategic Process provides today's activities with greater focus and allows employees to contribute in meaningful and tangible ways to the future health and well being of your business.

Capstone assists your business through the application of the suite of tools and methodologies that make up the Capstone Strategic Process. This process, designed to formulate a future-driven vision, is a powerful, life-changing experience for an organization. Capstone helps assess what the market demands today and how your business can meet those needs - instead of continuing to approach things exactly as you have in the past.

The Capstone Strategic Process helps you identify the driving force behind your business - and then build a solid business strategy around that dynamic core. This process begins with Capstone charting the projected growth of your business into the future: What will that growth look like? What can you do to facilitate that growth? With the creation of a vision and the formulation of select strategies, you can determine what additional talents your business may need to reach its goals. It will also show you where gaps exist between the current organizational design and an organizational design optimized to help the company reach its goals.

With the Capstone Strategic Process, any business can be positioned to make better decisions regarding the use of its assets, where to invest its resources and how best to benefit from its talent - placing the right people in the right positions for high performance and the successful execution of the plan. As a result of guiding the process, Ms. Pedelty and Capstone Consulting become valuable resources to help with ongoing strategic definition and successful implementation of the plan.

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Scope of Capstone's Services
Solutions Designed to Address Your Needs

The Capstone Strategic Process

The Capstone Strategic Process is a multiphase process designed to assist clients in the development of a Strategic Plan.

Phase One: Learning

Guiding your business to new horizons requires an accurate assessment of who, what, and where the organization is today. Every one of your employees influences this, especially those in leadership roles. Capstone conducts a detailed review of your business through one-on-one, private and confidential interviews with key personnel and a careful analysis of relevant documents. By bringing fresh, unbiased eyes to this review, Capstone helps you discover aspects of your organization that have been overlooked. By talking with your key people, we develop a deeper insight into your organization - from the inside out.

Phase Two: Collaborating

An offsite retreat provides the nucleus of Capstone's planning process. The retreat establishes an innovation-friendly environment that allows people to break from old patterns and ways of thinking. With the freedom to think creatively, people are more willing to tap their imaginations and formulate new strategies for achieving new, visionary goals.

No two Capstone retreats are ever the same. Each is custom-tailored to meet our clients' individual needs. We uncover new and better ways to optimize the talent within your business. We nurture creativity while determining ways to address your business' critical issues. Capstone's methodologies allow your leadership team to organize its ideas as a team and work effectively to create a common vision and construct a plan to achieve it.

The core of our process is the development of a strategy, customized for your business, that identifies and empowers your organization's driving force.

To help you reach your business goals, Capstone assesses your organization's unique potential, identifies its driving force and areas of excellence and then nurtures those advantages, transforming them into new capabilities and greater competency - beyond anything the business has achieved before and far beyond anything the competition has to offer. These competencies become strategic weapons, providing your business with a distinct and sustainable advantage against its competitors. This places your business in an ideal position to make more informed decisions about which opportunities to pursue and how best to allocate its resources.

The concept of teamwork is brought to life through Capstone's retreat experience, where we clearly and consistently demonstrate the meaning of collaboration throughout the planning session. Facilitation by Capstone guides your strategic planning team through the process by asking the right questions, keeping discussion on track, and enabling everyone to participate. The end result is a Strategic Business Plan and a specific, actionable implementation plan to support it. The near-term Business Plan is focused on the "Critical Few": those six to eight critical issues that must be addressed - and resolved - for the strategy to succeed and for the company to achieve its goals.

Phase Three: Synthesizing
Making it Happen

Through years of providing strategic consulting services to numerous organizations across a wide range of sectors and industries, Capstone's partners have observed that employees frequently get caught up in discussing, debating, and deliberating over a myriad of pressing issues. Although this is perfectly natural, and these near-term matters need effective resolution, attention to short-term problems often saps attention and resources from long-term goals, making it impossible to focus on the critical matters affecting the future of your business. The Capstone Strategic Process provides a structure for these discussions.

Capstone helps organizations develop the tools that offer the greatest impact on their long-term strength: vision, strategy and people. Our method empowers your team to become strategic thinkers. Capstone recognizes that all employees have the capacity to think strategically, and we empower employees to synthesize a wealth of facts in order to craft effective strategies.

Following this process allows the planning team to address the issues facing your business as it exists today:

  • What are its strengths, weaknesses, opportunities, and threats?
  • What is known about the environment, both inside and outside of your business that impacts it?
  • What trends will impact the future? How can this knowledge be used to the agency's advantage?
  • What talents exist at your business today, and how can they be deployed to add the greatest value? How can they be further developed?
  • What is the profile of the future your business? How can it be described?
  • What products and services will your business offer?
  • What markets will your business serve?
  • What production capabilities will the agency require?
  • Who will be your business's competitors? What is their impact?

At Capstone, we are passionate about the power of strategic development. We find that our enthusiasm is contagious, transforming a process that can seem complex and challenging into a fulfilling and enjoyable experience. This approach provides employees with an effective strategy for achieving a shared vision and the commitment necessary to bring that vision to fruition.

The development of the plan is just the beginning. To ensure that this plan becomes an integral, functioning part of your business, Capstone designs a customized infrastructure to aid in its implementation. Issues are addressed in order of their priority, and the highlights of the Plan are shared with those involved in its execution to gain their support and assistance . Progress is reviewed at each board meeting and periodic formal reviews with the Strategic Planning Team are held to evaluate progress and make adjustments where necessary. Review and evaluation of the plan occurs on an ongoing basis to prevent it from becoming static or irrelevant with the passing of time. Ultimately, the plan is only a set of principles to guide the team as it learns to think strategically on an ongoing basis.

Adopting this approach helps your business achieve optimal results in a timely fashion. Your business benefits from a strong, integrated approach to pursuing its goals. Capstone Consulting partners with clients to build the infrastructure necessary to implement the plan and get the most out of it. Capstone's Strategic Process educates and empowers your business's Associates, and while it respects the roots of your business, it builds a springboard capable of taking your business to the next level.

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Expected Outcomes
What You Can Expect

The Capstone Strategic Process

  • A methodology for developing market-based strategy
  • A technique for evaluating strategic implications
  • A comprehensive Strategic Plan or Initiative, including a listing of the critical few actions that must be taken in order to achieve the agency's strategy
  • An infrastructure to ensure implementation and, when appropriate, modification of the plan
  • The formation of a Strategic Development Team whose members share a powerful and inspirational vision for your business and a commitment to providing the leadership for successfully achieving its objective
  • The development or enhancement of recognized values that can be nurtured and developed over time
  • The basis for building a stronger and more desirable culture
  • The basis to support long-term growth and build for a vibrant and prosperous future

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Deliverables
What You Get

The Capstone Strategic Process

  • A comprehensive written report of:
    • Organizational Overview and Background
    • Executive Summary
    • Strategic Profile
      • Business Concept (Vision and Mission)
      • Financial Goal and Key Financial Metric
      • Values
      • Areas of Excellence
      • Future Products and Services
      • Future Customers and End Users
      • Future Markets
    • 2009 Business Plan
      • Critical Few
    • Rational Behind the Strategy
    • SWOT Analysis
    • Environmental Scan
    • Team Code of Conduct
  • Recommendations that go beyond the written Strategic Business Plan presented to the President at the conclusion of this project
  • Trusted business advisors intimately familiar with your business and its strategic objectives.

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Capstone's Principles
Our Firm's Guiding Principles

Strong Leadership is Essential

  • Constantly search for opportunities and navigate the way
  • Influence by inspiring a shared vision
  • Enable others to act
  • Model the way
  • Plan for succession

The Future Drives Today's Decisions

  • Embrace chaos-accept that the only certainty is uncertainty and the only constant is change
  • Adopt a firm culture for continuous, dynamic planning and implementation

Hire and Retain Top-Notch Talent

  • Hire and retain the best; all talent is not equal
  • Seek true commitment through participation; "buy-in" is not enough
  • Encourage participation by tapping the creativity and resourcefulness of every employee
  • Attain the best from employees by creating win/win propositions-when the entity prospers, so do its people

Everyone Accepts Responsibility

  • Demand and sustain accountability
  • Implement significant change through passion; it takes "fire in the belly" for real change to happen
  • Focus, focus, and focus

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Services & Solutions
An Overview of Capstone's Services

Capstone provides creative and practical solutions in the areas of strategic planning, sales and marketing, and human resources. The focus is on taking a good organization and making it even better through the development of a compelling vision and strategies for its achievement, and talent development to ensure that the right people are doing the right things to successfully implement the plan. Our solutions are custom crafted to smoothly integrate with your organization, allowing you the freedom to focus on the production and delivery of your core products and services. Capstone delivers the expertise and staff necessary to address a variety of critical management issues in a manner that is synergistic with your organization . Our consulting services include:

  • Leadership Development
  • Change Management
  • Facilitation of Management Retreats
  • Marketing Plans
  • Customer and Brand Strategy
  • Sales Coaching
  • Executive Coaching
  • Organizational Design
  • Performance Management Systems for Individuals and Teams
  • Career Pathing and Progression Ladder Design
  • Employee Satisfaction Surveys
  • Succession Planning
  • Retained Executive Search
  • Customer-Focused Measurement Surveys
  • Total Compensation Design
  • Compensation Linkage to Overall Strategy
  • Operations Effectiveness
  • Process Improvement

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