Roadmap Development

The Roadmap Development service transitions our process from Discovery to Preparation. It is made up of five workshops with the company's leadership team, typically held over the course of five weeks. It results in a comprehensive plan for improving how the business operates, its readiness for the owner's exit, and its value.

Vision Workshop

Before the Vision Workshop, leaders should review the owner's vision for the business (both pre- and post-exit), the company's mission/purpose, and the company's core values. These will frame the discussion and decisions within the workshop. In the workshop, the entire leadership team will engage in defining a common long-term (5 to 10-year) vision for the business, agree upon 3-5 year goals/targets, and identify the key capabilities that will required to accomplish the vision, goals, and targets.

Specific topics covered in this workshop include:

1. Company mission/purpose
2. Core values
3. 5-10 year vision
4. 3-5 year quantitative targets
5. 3-5 year critical capabilities

Initiatives Workshop

In this workshop, we develop the list of initiatives required to accomplish our 3-5 year goals and move towards the long term vision. We uncover dependencies and debate prioritization towards developing a prioritized master list of initiatives.

Initiatives will likely come from across multiple categories, including:

1. Risk reduction
2. Revenue growth
3. Culture and values
4. Capability building
5. New markets
6. New products and services
7. New business models
8. Key partnerships
9. Cost reduction
10. Operational improvements

Sequencing Workshop

In the Sequencing Workshop, we move from the 3-5 year perspective down to planning for the next 3-12 months. We identify an overarching theme for the coming year, set 12-month goals, identify key metrics to track, and develop a sequenced list of 15-20 initiatives to pursue over the next four quarters.

Accountability Workshop

The Accountability Workshop focuses on the next 90 days. Specific initiatives are selected. An owner for each initiative is identified. Goals and objectives are set for each initiative. Monthly accountability meetings are scheduled.  

Planning Workshop

In the Planning Workshop, each initiative owner presents his plan for completing the initiative. Those plans will include:

1. Tasks to be completed
2. Key milestones
3. Measurable indicators of progress
4. Resources required