In this tool, we’ve compiled a guide that outlines the key recommendations and processes related to an organization’s strategic planning process.

This document includes several chapters, including a high-level road map that consolidates the recommended initiatives for the entire company footprint inclusive of the market, product, distribution and technology teams across a five-year timeline; a current and target state view of the legal entity structures; a recommended program structure and process to continue to enable the progress of the go-to-market teams; and recommended next steps to continue to model, refine and execute the strategy.