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Strategic Planning


Strategic Planning is the ability for an individual or organization to forecast needs, select priorities, and organize financial/operational/human capital resources to reach goals. This includes communicating expected outcomes and ensuring a process is in place to assess goals for possible change.

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Articles


While there may be widespread acceptance that ‘learning’ is, and will continue to be, a key differentiation between short and long term business success, there are few definitive answers as to HOW this learning can occur. new generation of employees and manage The unique learning styles and pref... Read More
With roughly 5,000 employees at 34 Ys (including 5 resident camps) serving roughly 1,000,000 people per year, the YMCA of Metropolitan Chicago is the world’s largest YMCA.  We serve a substantial portion of Northeastern Illinois, ranging from the Wisconsin border to Southern suburbs 30 miles from... Read More
Widely recognized as the founder of the Whole-Scale™ change process, Kathleen Dannemiller and her partners Mary Eggers and Lorri Johnson teach us through tried and true experiences, models, and tools of societal and organizational change, that hope can be restored even during the most “untrustin... Read More
Description Many companies are familiar with the benefits of Integrated Talent Management. As compelling as these benefits are, corporate HR organizations often remain in silos as they struggle to find a path to Talent Management integration. In this session, Talent Management Strategy expert Andy R... Read More
Ask yourself this question: what function in your company is ideally suited to lead a corporate culture and business transformation?  Strategic Planning? Finance? Marketing?   If you answered “HR”, you would, like me, be in the minority who see the function’s potential and yet are continua... Read More

Trends in Talent Acquisition

By Lizz Pellet /VIce President of Felix Global

Felix Global, in conjunction with PGi, launched a study in May, 2012 about current trends in Talent Acquisition. Our goal was to collect information on what companies are doing, and not doing around sustainability as it relates to Human Resources. The study was broken down into these categories:1. S... Read More

A Common Tool and Language

By Ralph Jacobson /President At The Leader's Toolbox, Inc.

This article, written by Ralph Jacobsen, describes how the majority of leadership development activities fail to significantly improve organization performance. This article reveals that it may be highly beneficial to shift the emphasis from developing individual leaders’ skills to developing shar... Read More

Top Five Do's and Don'ts of Talent Development

By Brian Fishel /SVP Talent Management, Key Bank

Whether in times of boom or bust, finding effective leaders to fill management roles is always a priority.  In the current business climate, the combination of an unpredictable market and a workforce culture that values company loyalty and longevity far less than it used to makes effective leadersh... Read More

The Top Five Dos and Don'ts of Talent Development

By Brian Fishel /SVP Talent Management, Key Bank

Whether in times of boom or bust, finding effective leaders to fill management roles is always a priority.  In the current business climate, the combination of an unpredictable market and a workforce culture that values company loyalty and longevity far less than it used to makes effective leadersh... Read More

Case Studies


Early Career Experience: How BD Develops Global, Customer-Focused Leaders

By Edward Franzone /Senior Director of Worldwide Learning and Development, BD

The Early Career Experience is designed to accelerate the career development and networking of its members. As a result of completing this program, we wanted participants to (1) gain an understanding of BD's varied businesses; (2) build a personal network that crosses BD's worldwide businesses, func... Read More

A Case of Success for Edison International: An Enterprise-Wide Workforce Planning Process

By Christi O'Neill /Vice President of Research and Development, Best Practice Institute

Michael Manning, Sr. Manager of Strategic Workforce Planning, Human Capital Analytics & Employee Engagement at Edison International, has created a case study that is intended to provide the reader an overview on how enterprise-wide workforce planning was successfully launched at Edison Interna... Read More

Scripps: Integrated Talent Management

By Robyn M. Hildal /Vice President, Talent and Diversity, The E. W. Scripps Company

Over the years, Scripps existed as a series of small businesses charged with serving the needs of their local markets.  With this charge came autonomy resulting in each small business addressing its mission in various unique ways as was the case with the way employees were managed.  Generally, Scr... Read More

InterContinental Hotels Group: Global Operations

By Andrew Simpson /Vice President, Talent and Diversity, The E. W. Scripps Company

Separation from The Bass Holding Company required a new strategy for the future InterContinental Hotels Group. As Treasurer, Richard Winter put it “We’ve been running a global hotel business like a regional pub business.”  A team had drawn up a strategy for the new business.  Peter Gowers, E... Read More
An innovative 5-month project to redesign work at a plant site that incorporates such change management tools as balanced scorecard, stratgic analysis, process design, competency-based training, and performance gap analysis to improve operations.This case study discusses a work redesign project for ... Read More

Imasco Limited: Action Learning

By Jay A. Conger /Henry R. Kravis Research Chair in Leadership Studies

This article outlines an action learning-based program that is designed to develop the strategic thinking capabilities of senior and middle management.



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In 1989, SmithKline Beecham was formed through the merger of SmithKline Beckman Corporation, located in Philadelphia, PA, and The Beecham Group in London. Beecham had comparatively few programs in the way of human resources development, while SmithKline Beckman had a process but no consistency in ho... Read More
An innovative 5-month project to redesign work at a plant site that incorporates such change management tools as balanced scorecard, stratgic analysis, process design, competency-based training, and performance gap analysis to improve operations.This case study discusses a work redesign project for ... Read More
This article outlines a competency-based leadership development system for the first line, middle, and senior-level managers that is designed to develop a leadership pipeline.In this article you will find:•    Company Description•    Building a Business Case for Leadership Development• ... Read More
This article is a change management process for creating and implementing a distinctive firm brand and fostering a unique employer-of-choice culture while driving performance, accountability and innovation to higher levels.  Initiative leverages executive strategic planning and alignment, leadershi... Read More

SmithKline Beecham:Assessment-driven Program

By Lou Manzi /One Franklin Plaza, GSK

This article outlines a personal change and assessment-driven program that is designed for leadership development and succession planning in a post-merger environment.In this article you will find:•    Creating a Team to Design the Leadership Development Planning Process•    Data Gathering... Read More
A 360° assessment-based leadership development initiative for leaders at all levels of the organization, designed to work in conjunction with the organization’s human resource strategic plan and performance management process. Introduction/Background AlliedSignal is an advanced technology and m... Read More
A technical/operational, assessment, and strategic-based leadership development program designed to develop high potential civilian employees and military officers in a changing environment.Leaders and managers must know the skills of leading and managing, but most importantly, they must know their ... Read More
Hewlett-PackardBuilding Learning Performance Measurement MaturityThis case study tells the story of Hewlett-Packard’s Workplace Learning and Performance (WLP) function to significantly improve its maturity in Learning Performance Measurement and how a team of dedicated professionals drove that cha... Read More
Enhancing the Talent Management System to Support McDonald’s Global GrowthSince 2001 McDonald’s has introduced a series of significant changes to its HR systems to strengthen the organization’s capability to develop the quantity and quality of leadership talent needed to support its continued ... Read More
Predictive Labor Needs and Talent Pipeline AutomationThis is a case study profiling the benchmark talent management best practices and strategies of the Valero Energy Corporation. After a lengthy study that compared talent management models and strategies of the world’s leading corporations it was... Read More
A summary of the design and implementation of a corporate-wide executive coaching program for high-performing and high potential senior leaders at Agilent Technologies. APEX features a customized 360° feedback leadership profile, an international network of external coaches, and a “pay for result... Read More
The Drotter results-based approach is tailored to a professional services firm structure and applied in the development of a performance management system aligned with the business’s strategy. Drotter’s Leadership Pipeline approach is implemented, with the full performance definitions for each l... Read More

STORAGETEK

By Susan Curtis /BPI Expert

This case study shows how aiming for a high-performance culture led StorageTek to develop a transformation plan that balanced traditional operational management with the innovation required to be competitive in the information technology industry. A key element of the plan is successfully coordinati... Read More

Emmis Communications

By John Nelson /President, BT+L Partners

This article is a change management process for creating and implementing a distinctive firm brand and fostering a unique employer-of-choice culture while driving performance, accountability and innovation to higher levels.  Initiative leverages executive strategic planning and alignment, leadershi... Read More
Change is increasingly being regarded as an ongoing part of doing business. The word change often connotes big, privatized businesses trying to adapt from bureaucracy to flexibility in order to maintain competitive advantage in the face of enhanced customer expectations. More and more, change manage... Read More

Research


Test and Learns

By Bpi Staff /CEO, Best Practice Institute

“Test and Learn” is a term given to business practices aimed at accelerating performance. It assumes that learning is largely a heuristic behavior of trial and error. It’s a pragmatic learning experience in which people are satisfied with “good enough” solutions that could be optimal ... Read More

Comparison of Performance Management Vendors

By Bpi Staff /CEO, Best Practice Institute

The following is a survey of tools that enable the employee feedback that supports performance appraisals. The intent is to identify and measure those tools that compete directly with Skillrater. I have found that the “big” tools serve Human Resources and Human Capital Management in extensivel... Read More

Matching Analytics to HR’s Chief Goals

By Bpi Staff /CEO, Best Practice Institute

Almost every aspect of workforce management and top talent identification is viewed as a “high” or “very high” in terms of importance by the HR professionals in our survey. This shows that analytics has the potential to impact talent management at every level but may also signify that anal... Read More
When business dictates the next step is stretching outside the U.S., organizations must tread with care. While the company may have a domestic talent strategy, there is much to consider when looking for overseas talent. Each country has its own unique set of challenges, from how to obtain and tr... Read More

GLOBAL TALENT MANAGEMENT TRENDS FOR 2016

By Bpi Staff /CEO, Best Practice Institute

Continued global commercial volatility and unpredictability means talent strategies are constantly evolving. Talent scarcity remains a pressing concerns for most HR principles in 2016 and this is being reflected by a heavy strategic focus on talent sourcing and retention. Surprisingly, in a ... Read More

Expatriates/Global Assignments Research Study

By Bpi Staff /CEO, Best Practice Institute

The study seeks to identify the strategic outlook of global organizations on expatriate assignments and their role in organization development and global talent management. Read More

Creating Centers of Excellence

By Bpi Staff /CEO, Best Practice Institute

This report looks at six multinational, blue chip organizations and presents them as working (and highly successful), working models of organizations that have transformed from a more functionally based structure to a shared services model for business services. The organizations reviewed in this ... Read More

Live Webinars


The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Read More

October BPI Senior Executive Board Benchmark-It 2018

By Bpi Staff /CEO, Best Practice Institute

Join your fellow Senior Executive Board members to share, benchmark, and learn from each other in this critical topic developed by one of your peers. Attendance is highly recommended for all Senior Executive Board members. You are also invited to bring an internal champion of your choice from your t... Read More

June BPI Senior Executive Board Benchmark-It Online 2018

By Bpi Staff /CEO, Best Practice Institute

The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More

April BPI Senior Executive Board Benchmark-It Online 2018

By Bpi Staff /CEO, Best Practice Institute

The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More

March BPI Senior Executive Board Benchmark-It Meeting 2018

By Bpi Staff /CEO, Best Practice Institute

The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More

February BPI Senior Executive Board Benchmark-It 2018

By Bpi Staff /CEO, Best Practice Institute

The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More

November BPI Senior Executive Board Benchmark-It 2017

By Bpi Staff /CEO, Best Practice Institute

The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More
The BPI Senior Executive Board holds a benchmarking and dialogue session the second Tuesday of each month. Come prepared to learn and share your knowledge and expertise - as well as take part in BPI's process of team development and transformation online. Each Senior Executive Board member may bring... Read More

On Demand Webinars


Several of our best organizations have a long series of acquisitions and require a focus on being "leaner" overall to ensure that the balance of investments is focused on customer facing work. To meet the challenge and ensure "go forward" functions/teams are operating in a sustainable way, some degr... Read More

Transformational Performance

By David S. Cohen /Strategic Action Group, Ltd.

Performance Management is a hot-topic, yet everyone hates it. We all want to create the new formula. Everyone wants the secret ingredient to improve performance and productivity. And ironically, the system we have now has created more angst and concern than it has productivity. People are re-evaluat... Read More
Companies are pivoting their attention. A newer and faster pace of change is quickly following. Mergers, acquisitions, transitions, market shifts are all causing us to re-think what talent management is all about. Issues around talent planning, attraction, development, reward, and retention of the ... Read More

The Future of Work

By Louis Carter /CEO, BPI

What will the workplace by like in 1 year, 5 years, or 20 years down the line. The speed of innovation is moving at light speed. Are you keeping up and ready to capitalize on new technologies and processes necessary to get ahead in today's hyper-charged environment? During this webinar, you'll hear ... Read More

Next Practices in Talent Reviews & Succession Planning

By Bpi Staff /CEO, Best Practice Institute

Identifying, assessing and selecting the right candidates are key critical steps to shrink internal capability gaps and win this war on talent. Does your organization have critical replacement strategies, communicate a clear picture of role expectations, provide purposeful exposure and development a... Read More

Benchmark-It Webinar: Talent Mobility

By Bpi Staff /CEO, Best Practice Institute

Talent mobility continues to be an area of focus for many organizations, with the mobile population growing in large organizations. Complexity and growth in assessments, travel, and virtual tools will increase, leading to a more a diverse and skilled workforce. This shift is prompting a spotlight on... Read More

Intentional Leadership

By Bpi Staff /CEO, Best Practice Institute

Join us in sharing intentional leadership practices, communication and accountability strategies. Read More

Benchmarking Best of Best Practices

By Louis Carter /CEO, BPI

Best Practice benchmarking is a critical first step toward developing and designing a leading edge program, system, or intervention within your organization. Before you venture out on your own to diagnose your own system, or if you have already begun designing, it is sage advice to look externally t... Read More
BP has a strong multi-year roadmap that will strengthen its current learning landscape for both learners and the business. With strong executive support, this initiative will aim to integrate its learning architecture. During this session, we will engage in active advice, benchmarking, and discussi... Read More
Join Louis Carter and Christi O'Neill as they reveal the best and next practices of 2013, based on BPI research and conversations. Learn what organizations are doing to promote transparency through talent programs and data planning. Engage and share your talent challenges and success stories! Read More
Imagine for a moment a business environment where Talent Management not only had a surplus of budget resources but that you also had the unwavering public support of managers and executives. You should know that not every HR function struggles for support and not all have to continually operate in a... Read More

10 Steps to Prevent Change from Failing

By Tara Powers /CEO, Author, Speaker, Talent Management Strategist and Consultant, Powers Resource Center, LLC

Change is inevitable and necessary for growth. All companies undergo changes unique to their business – whether it’s a merger, an acquisition, downsizing, restructuring – or even simply new leadership - change happens. Is your organization about to embark on a change that will have a signif... Read More
Organizational overload is a problem confronting people across all industries and sectors. People have too much to do and too few resources to accomplish it. The problem is overwhelming managers' abilities to sustain focus on strategic priorities and drive key organizational changes. In this session... Read More
How do you find growth in new markets? How do you beat your competition and lead? As the world becomes more dependent on technology, and as trade borders become seamless, companies need to acquire the tools and skills necessary on how to compete, innovate and succeed in the global market. The webina... Read More
Talent management encompasses many HR processes and touches every aspect of the employee life cycle. This webinar provides a high level overview of talent management and its importance to the performance and success of the company. Each aspect of talent management is briefly highlighted, providing k... Read More
Change is a process, not an event. The real challenge comes during implementation when changes in behavior are required to support the critical business goals. Desired behavioral shifts need to happen at the leadership, team and individual levels, such as increased personal accountability, more tran... Read More
67% of employers surveyed stated that they believed their managers lacked the strategic abilities to make a meaningful strategic contribution to the organization. We subscribe to the subversive belief that business results are radically improved when all levels of management contribute strategic... Read More

Strategic Onboarding at American Family Mutual Insurance

By Karla Walker /Talent Management Consultant, American Family Insurance

Karla Walker is Talent Management & Development Administrator and Executive Coach at American Family Mutual Insurance. Read More
The Talent Landscape is changing rapidly with 5 forces coalescing into a "Perfect Storm". 1. Imminent Retirement of Baby Boomers 2. Disenfranchised Employee Engagement 3. C-Suite and Board Disatisfaction with Human Capital 4. Intense Competition for "Hot Skills" incumbencies 5. HR Domestic Comp... Read More
In today’s world, alignment is becoming key to organization’s success. Lou Carter and BPI Analyst Christi O’Neill will share their current work in the role of HR/Talent and alignment with the CEO. BPI will share best practices and research on how HR can become a integral part of the business s... Read More
Hear this dynamic three-time New York Times Bestselling Author, Roger Connors, talk about how to accelerate culture change within your organization and create a culture that ensures effective execution on business strategies essential to achieving the organizational results you need. Learn about the... Read More
A. O. Smith Corporation is one of the world' s leading manufacturers of residential and commercial water heating equipment. Located in Europe, China, North America, and India they have streamlined their Leadership Development Competencies and Content to match the culture of the organization. Program... Read More
Many companies are familiar with the benefits of Integrated Talent Management. As compelling as these benefits are, corporate HR organizations often remain in silos as they struggle to find a path to Talent Management integration. In this session, Talent Management Strategy expert Andy Rice of Bl... Read More

Strategies for Attracting Top Talent (Recruitment Roundtable)

By Nancy Zentis /Organization Development Consultant, Institute of Organization Development

With globalization and the growing economy, recruitment professionals have their hands full. What is impacting the demand on recruiting top talent? Nancy Zentis will share her experiences in creating strategies that provide an effective way to recruit the top talent to your organization. Learn how w... Read More
While Talent Management Suite implementations are all the rage these days, often companies do not realize all that is involved until they are in the middle of the implementation, leading to increased costs, delayed Go Live dates and poor change management. In this session, Janna Hartsock, HRIS M... Read More
While organizational culture has been touted since the early 1990’s as essential for business success, there has been little connection between organizational culture and individual (employee – candidate) “fit”. We have found that having the knowledge of “who you are” and “who you are ... Read More
Based on extensive contributions from 79 Expert Panelists around the world, this online research presentation and learning session along with a new diversity and inclusion model, illustrates what excellent diversity and inclusion work looks like today. Alan has researched and compiled twelve categor... Read More
Today’s organization issues and needs are a new playing field for most leaders, professionals and consultants. The list of phenomena driving changes keeps growing. So speed, comprehensiveness and complexity become the characteristics that describe leadership and change issues. In the meantime, the... Read More
In this interactive, engaging presentation, the presenter will help convert the impressive ideas in the Fifth Discipline into a few easy to use tools that will also illustrate two key tenets of Systems Thinking - discipline and curiosity. The tools will include, “The Context Awareness Hierarchy,... Read More
The world of work at the dawn of the new decade is one where leaders are functioning in an increasingly complex, diverse and dispersed business environment. It’s an environment marked by economic upheaval, global competition and global collaboration, breakneck technological advances and multiple w... Read More
Brian Hults is Vice President Organization and People Development at Newell-Rubbermaid. Brian shares information on Newell-Rubbermaid's Learning Culture and Succession Planning. Read More
Does a 15 to 30 percent reduction in operating cost interest you? Thought so. For the past two decades the pursuit of growth has created massive complexity in companies, and with it, massive complexity costs. What are complexity costs? Complexity costs are those costs in a business associated wit... Read More
For many companies, HR strategies are not strategies at all. They are laundry lists of the coming year’s HR programs. Great programs is not a strategy. A strategy describes how to use one’s resources to beat competitors. For HR, this happens when one company’s people outperform peers at compet... Read More

Unlocking Internal Innovation

By Kaihan Krippendorff /CEO of Outthinker, author, speaker, Wharton Executive Education

When a business faces new obstacles, the management invariably turns to one of two approaches: option-narrowing and rule-following. They either apply logic to define and narrow down a seemingly complete set of options or they follow a formula of behaviors that have proven successful in the past. How... Read More
In this webinar, Dr. Joe Raelin will introduce an exciting new way to think about and practice leadership, in what he calls, "leaderful practice." Thought to be ripe for the requirements of our 21st Century organizations, leaderful practice replaces the conventional heroic model by introducing the f... Read More
No matter how large or successful an organization appears to be today, there is no guarantee of survival in the future. There have been too many highly visible and painful reminders of this fact over the last several years. While many of these companies appeared to have fallen apart overnight, the d... Read More

Achieving Business Excellence

By John Spence /Executive Consultant, Trainer and Author, John Spence LLC

Based on John Spence’s extensive personal business experience and combined with more than 14 years of in-depth research and rigorous benchmarking studies of the best practices at top corporations around the world, this information intensive webinar is designed specifically to “shake up the think... Read More

Building and Managing Networked Organizations

By Bpi Staff /CEO, Best Practice Institute

In the 1980s, a few small companies – Toyota, Datsun, etc. – then little known outside Japan, challenged dominant Western companies with a managerial philosophy we now call “Lean.” Though the tools of Lean were remarkably simple, most Western companies struggled to respond. Executives could ... Read More

Assessment Tools for Leadership

By Ralph Jacobson /President At The Leader's Toolbox, Inc.

The leadership tools in this webinar are easy to implement, create greater leader engagement, more predictable in their outcomes, and are far less expensive than mainstream leadership development methods. Read More
As we look to the future of talent management, it is important to look at concerns and issues that may be limiting to our way of thinking about talent and succession strategy. This webinar discusses these "common myths" of business leaders and human resource professionals as they plan and implement ... Read More
The fundamental driver of personal and business success is undoubtedly growth. In his new book on The Momentum Effect, “JC” Larreche has uncovered the mechanisms of efficient and sustainable growth, based on three research tracks involving hundred of corporations. His powerful and pragmatic road... Read More
The CIO Role Circa 2015: Ensuring That The Business Leads with IT CEOs understand that IT drives innovation and business performance. Yet many CIOs still have to ride on the coattails of the business units to get things done. How can CIOs change enable the business to lead with technology? How can ... Read More
As a result of attendance at this Executive Briefing, attendees will: 1. Gain enhanced knowledge, skills, and success in Strategic Planning rather than falling into the traps that almost all organizations do. 2. Learn the results of the Strategic IQ Audits conducted in numerous organizations b... Read More
This session will provide insight on how to develop a true competitive advantage for organizations through the integration of values, vision, strategic planning, and strategic talent management. This session will look at how to define: *What are values and what is a vision *Line of sight that... Read More
Any review of the latest topics of interest to global business leaders would reveal that “innovation” is a key issue and area of concern for businesses large and small. After years of investing billions in research and development, many of the world’s largest companies have yet to produce any... Read More
Why do so many change efforts fail or have unintended consequences? How can your change initiative be planned and implemented to achieve results that are faster and more sustainable? What is “change fatigue” and how can your organization avoid it? Based on experience with organizations from th... Read More

Comparing Your Organization’s Succession Planning Program to Best Practice

By William Rothwell /Professor of Education (Workforce Education & Development)

How does it differ from traditional management succession planning? Social relationship succession planning? Based on research and experience in working with many types of organizations for the past 25 years, William will share practical approaches to capture, preserve and communicate tacit knowledg... Read More
Typical product differentiation is no longer sufficient to get your products noticed and to stand out from competition as many consumers, especially younger ones, look for a “perfect” fit between what they desire and what is available. Traditional advertising is not a source of information or tr... Read More
Organizations are built to perform, not to change. But in today’s highly competitive business environment, organizations must be ready to change and change frequently. Organizations cannot sustain excellent performance unless they embrace change. The webinar will focus on identifying practices ... Read More