Strategic Planning and Execution Process

Rozpoczęcie przepływu pracy/procesu.

Fetch existing market analysis and competitor data from the Market Intelligence data model.

Pull current fiscal year budget constraints from the Finance data model.

Calculate the difference between required project man-hours and currently available staff capacity.

Create a task for the Strategy Team to perform a Strengths, Weaknesses, Opportunities, and Threats analysis.

Create a new entry in the Strategic Goals data model based on the approved analysis.

Create a task for Department Heads to define Objectives and Key Results (OKRs) aligned with the new strategic goal.

Update the existing Roadmap entry with new milestones and timelines.

Sum the 'Estimated Cost' property from all newly created Project Plan entries to determine total strategic investment.

Execute a formula using projected revenue and estimated cost to determine the projected Return on Investment.

Create a task for the CFO to review and approve the allocated budget for the strategic initiatives.

Update the 'Approval Status' field in the Finance data model to 'Approved'.

Send an email to the Executive Board containing the summary of the approved Strategic Plan.

Create operational tasks for Project Managers to begin executing individual roadmap items.

Create a comprehensive report summarizing the progress of all strategic tasks and their alignment with KPIs.

Delete any entries in the Strategic Initiatives model that were identified as no longer viable during the planning phase.

Koniec przepływu pracy/procesu.