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Managing Strategic Reviews

Managing Strategic Reviews

Why Attend

Business reviews, whether monthly, quarterly or annual, internal or external, departmental or for the whole organization, can range between the non-productive and mundane to the superb and highly productive. Successful business reviews result in healthy discussions around strategic directions, untapped growth possibilities, and opportunities to achieve great results. In this course we focus on such reviews for we believe they are a perfect setting for top influencers to openly and transparently discuss progress on strategic initiatives, resolve business challenges, and leverage the past to continuously map out a desired future.

This ​3 day course is very much hands-on, where participants get the opportunity to actively interact and participate through a number of exciting business cases, while getting exposed to great techniques that make strategic reviews a resounding success.

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Course Methodology

The course uses a mix of interactive approaches from roundtable discussions concerning different business cases, to challenging arguments around the status of the business and how to resolve strategic issues and challenges. This is backed by a detailed plan on how to conduct business reviews, supported by templates that attendees can utilize once they go back to their regular jobs.

Course Objectives

By the end of the course, participants will be able to:

  • Build a solid understanding of the role of business reviews
  • Establish a clear idea of what goes into the business review process
  • Recognize and develop key competencies in preparing for business reviews
  • Run and manage a successful business review
  • Evaluate outcomes and business decision, assign actions and follow through on outstanding actions
Target Audience

This program is designed for managers, section heads, operations managers and senior executive assistants who are keen on introducing, developing and managing an efficient and productive business review, in a process that encourages high level conversations, strategic engagement, contribution and influencing and articulation skills, in a productive and professional business setting. 

Target Competencies

The competencies targeted in this program include:

  • Strategic thinking and planning
  • Effective questioning
  • Facilitation
  • Organizing
  • Decision making
  • Time Management
  • Teamwork 
Course Outline
  • Introduction to business reviews
    • Defining business reviews
    • Objectives of business reviews
    • Benefits of business reviews
    • Prerequisites for successful business reviews
    • Things to avoid
  • Defining the process
    • The attendance list
    • The timing
    • The theme
    • The preparation phase
    • The structure
    • The workload
  • Preparing for the business review
    • Critical success factors
    • Scheduling and data preparation
    • The agenda
      • The structure
      • The input
    • Getting everyone ready
    • Venue logistics
  • The business review event
    • The launch
      • Important tips to keep in mind
    • Staying on track
    • Taking notes
      • What to note down
      • Clarifications
      • Task assignments
    • Roadblocks to remove
    • Behaviors to discourage
    • Mistakes to avoid
  • The follow up
    • Are we done yet?
      • Raising the level of engagement
      • Maintaining the interest
    • Taking care of the KPIs
    • Maintaining the enthusiasm and momentum
Schedule & Fees