Transformation Strategy, Analysis, and Planning

Transformation programs and projects are increasingly becoming the norm for many organizations as they are looking to remain and increase their ability to better serve their clients and be competitive. Schroeder & Schroeder can help your organization with any of its transformation initiatives. We specialize in the “art & science” of transformation; helping organizations transform smoothly with lasting results.

All good transformation initiatives start with a strong strategic foundation. If you know your organization needs to transform to become or remain competitive and/or better serve your clients, but aren’t exactly sure where to start, we can help. We have worked on hundreds of transformation projects – developing and implementing transformation projects that work in real life and can be sustained for many years after implementation.

How We Can Help

We can help your organization transform for the better. Our experienced consultants work alongside you to identify your strengths, weaknesses, and areas of focus. Instead of imposing our way of thinking, we work with your organization’s processes, tools, and people to develop a custom solution fitted for your maximum success. All of our transformation strategies are developed to be implemented; we focus on realistic results and will help you implement the transformation to achieve the best value possible.

Specifically, we can help you develop a transformation strategy, conduct the needed analysis and help you design a transformation project to achieve your business objectives, such as:

  • Maintaining proper and effective implementation of your strategic and operational transformation plans
  • Identifying potential barriers and obstacles to an effective transformation strategy
  • Keeping your organization’s transformation priorities clear to all involved parties
  • Enhancing your organization’s ability to successfully maintain stability during a transformation
  • Helping to foster an organizational commitment to the new strategy

Key Considerations

Questions to Ask

  • What is the state of our transformation goals?
  • Where are we now and where do we want to be?
  • Do we have an understanding of our organization’s core values and the desired business results of the desired transformation?
  • Have the desired business results of the desired transformation been communicated effectively throughout the organization?
  • Do we have a transformation strategy mapped out or are our projects focused on “fire-fighting” and short-term results?
  • Do we have the skills and capacity to successfully deliver on the business results envisaged by our strategic and operational transformation plans?
  • What metrics and measurements do we have in place?
  • Are we analyzing our past transformation initiatives to review our strengths and potential areas of improvement?
  • Do we usually hit our transformation objectives?

Thoughts to Consider

  • Many organizations have not yet developed the ability to undergo successful transformations using a proactive and strategic approach for business success, and instead implement more limited changes as a “firefighting” response to immediate challenges. As a business strategy, this can do more harm than good, since short-term projects that are not aligned with longer-term business needs can result in negative effects.
  • The business objectives of a transformation define what the organization intends to achieve in order to improve its ability to pursue its fundamental purpose and core values more effectively within the current environment.
  • Transformation projects often go wrong, resulting in significant financial and other business costs. What is often lacking in project management is a good balance of “art and science” in project management.

There are several benefits to a transformation strategy, analysis, and plan including:

  • A clear understanding of the opportunities your organization has
  • An understanding of your current state compared to the desired state
  • Clearly outlined goals and steps that your organization must take to become more successful
  • Implementation plans that are closely aligned with business and project goals, making cost-effective use of staff to deliver maximum value.
  • Ensuring the complete implementation of your strategy
  • Capturing emerging opportunities in the marketplace
  • Increased efficiency across your organization
  • An improved bottom line and better customer service

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