9 Steps to Success - a methodology for using our software:
The Strategic Plan example follows a set well-established course.
- The main goal being alignment of outcomes with stakeholder needs.
- Stakeholders only invest funds because they need to make a profit.
Please click on these links
to view our totally free
Concept and Software Training Videos &
Descriptive Screen Shots.

Planning Phase (Planned Outcomes) Training Videos
Step 1. Develop your Strategic Statement Framework.
Vision, Mission, Goal, Slogan, SWOT, Values, Policies, Procedures & More.
The good "old-fashioned" SWOT Statements should include everything that you WANT & DO.

In V7 of our software we will be enhancing and giving more priority to the SWOT zone and calling it DR.SWOT.L
- After years of wiring this software & doing customer consulting work, we know that these "Doctor Swottle" items are the Highest Priority.
They should and must be the Source Framework from which All Your Themes, Objectives, KPI/KRA's and Measures are derived.
Concept Software
Step 2. Build your "Strategic Picture".
Derive your Corporate Objectives from the DR.SWOT.L Items and Statements.
Create your "bigger picture": The Perspective aligned Strategy Map flowchart.
Concept Software
Step 3. Design your Balanced Scorecard by adding KPI/KRA, Measures and Scores type columns.
The KPI/KRA statements should be derived from your DR.SWOT.L items and your Strategy Map Objectives.
Cascade the Strategic Objectives in the Balanced Scorecard Objectives Grids.
Add additional special purpose columns to both the Objectives and Initiatives grids as required.
Concept Software
Step 4. Allocate several initiatives with date-ranges to each Objective row.
Enter in your monthly budget requirements and allocations.

Approval Phase Training Videos
Step 5. Apply Strategic Alignment scrutiny to Initiatives, Software
Analyze monthly progress and approve the budgets.
Step 6. Modify budgets and add extra Initiatives as required.
Seek out those Intangible Assets in the Initiatives statements.

Implementation Phase (Actual Outcomes)
Step 7. Add Actual monthly data and mark each month as Valid.
Monitor Initiative Monthly progress outcomes using Actual/Planned analysis.
Step 8. Use numeric gauges to provide Closed Loop Feedback.
Analyse general outcome success analysis.
Step 9. Take corrective action in response to WYSIWYG Gauges in the Organizational Tree and Strategy Map.