Schedule a 15-Min Call
TechCXO Logo
Schedule a 15-Min Call
  • Functional Roles
        • Functional Roles

        • CFO
        • CSO
        • CRO
        • CMO
        • CTO
        • COO
        • CIO
        • CEO
        • CPO
        • CISO
        • CHRO
        • Project Management
        • Sales Training and Development
        • Recruiter
        • Other Finance Roles
        • Office of the CFO
  • Finance & Accounting
    • Finance and Accounting Services
      • Accounting Systems
      • Internal Controls
      • Monthly Close
      • Cash Management
      • Financial Reporting
      • Capital Requirements
      • Board Support
    • Financial Strategy
      • Forecast and Modeling
      • Debt and Equity Financing
      • KPIs
    • Transaction Support
      • Due Dilligence
      • M&A
    • Investor & Transaction Services
      • Front-End Due Dilligence
      • Post-Deal Integration and Assimilation
      • Outsourced Operating Partner Capabilities
      • Transaction Assistance
      • Workouts, Turnarounds and Distress
  • Revenue Growth
    • Revenue Operations
      • Metrics
      • Enablement and Training
      • Processes and Methodologies
      • Revenue Tech Stack
      • Messaging Alignment
    • Marketing Strategy and Services
      • Go-to-Market Planning
      • Target Marketing
      • Product-Market Fit
      • Brand Building
      • Demand Generation
      • Performance Marketing
    • Sales Excellence
      • Key Account Management
      • Opportunity Management
      • Partner and Channel Development and Execution
    • Investor & Transaction Services
      • Market and Competitive Review
      • Quality of Programs
      • Forensic Sales Health, Pipeline and Forecast Analytics
  • Product & Technology
    • Technology Leadership
      • Product Development
      • Architecture & DevOps
      • Development Services
      • Emerging Technology
    • Product Strategy
      • Strategic Roadmaps
      • New Product Launch
      • Product Led Growth
      • Product Services
    • IT Services
      • IT Leadership
      • IT Strategy
      • Project & Program Management
    • Information Security
      • Cybersecurity
      • Security & Risk Assesments
      • HIPPA,SOC2,PCI Audit Prep
    • Investor & Transaction Services
      • Buy-Side Tech Dilligence
      • Sell-Side Tech Assesment
      • Post-Close Integration
      • Ongoing Fractional
  • Strategy & Execution
    • Strategy, Planning and Alignment
      • Mission, Vision and Shared Purpose
      • Corporate Strategy
      • Organization Alignment
      • Operational Excellence
      • Market / Business Assessment
      • Investment Cases
      • Operating Model Design
      • Asset and Behavior Assessment
    • Transformation Execution
      • Operational Model Execution
      • KPIs and Goal Attainment
      • Cross-Functional Initiatives
      • Change Management
      • Digital Transformation
      • Process Improvement
    • Growth Capabilities and Development
      • Go-to-Market Strategy
      • Market Entry and Expansion
      • Strategic Alliances
      • Strategic Negotiations
      • Product & Services Design, Portfolio, Pricing and Management
  • Human Capital
    • HR
      • Policy, Process, Standards and Compliance
      • Employee Relations and Development
      • Compensation and Benefits
    • Organizational Development
      • Culture Building
      • Scale a Business
      • Organizational Structure and Development
      • Performance Management
    • Recruiting
      • Search
      • Project Planning
      • Sourcing
      • Screening
      • Hiring
  • Industries
    • Industries

    • Consumer & Retail
    • Energy & Power
    • Financial Services
    • Healthcare & Life Sciences
    • Industrials
    • Media & Communications
    • Real Estate
    • Technology & Software
    • Business Services
  • About Us
    • About Us

    • History
    • Insights
    • People
    • Contact Us
    • Clients
    • Locations

Corporate Strategy

Strategy, Planning and Alignment

Corporate Strategy

  • Strategy & Execution
  • Strategy, Planning and Alignment
  • Corporate Strategy

Development of measurable objectives and action steps with clear responsibilities, resources and timelines is often where companies struggle.

Corporate Strategy

Company strategy is how firms win in the marketplace. The company has to develop a vision for where it is going, a mission for what it hopes to achieve, measurable objectives on how to win and actions to complete those objectives.

A financial plan has to be one of the key outputs. Strategic planning is where you develop the strategy with key members of the company in order to win by launching new products and services, lower costs, improve existing services, find new customers and markets, etc.

The process of developing Vision, Mission and Guiding principles is fairly straightforward for most companies. However, development of measurable objectives and action steps with clear responsibilities, resources and timelines is often where companies struggle. The plan will look great on paper but not be useful in practice.

TechCXO can custom tailor Strategic planning meetings to help develop actionable strategy that is easy to understand and execute. The plan becomes a working document where objectives are measured and action steps are followed.

In addition, the cost to complete the plan (and the corresponding sales growth and/or cost savings) can be followed monthly in order to provide accountability to the organization. Ultimately, the action steps are integrated into employee performance goals to maintain clear accountability and visibility.

An additional step can be to have Partners participate in and develop Advisory Boards that can help review and provide input into the strategy. This can help provide additional insight on market conditions or best practices outside of the firm.

Ultimately, Strategic planning becomes a routine process and practice in the firm that has an annual planning meeting to drive the results from 1-5 years and monthly component to provide monitoring and measuring to ensure execution and flexibility to changing market conditions.

Our Partners can facilitate and lead these meetings and customize formats and approaches that match your industry or challenge. We can also call on other experts at TechCXO to help with the financial modeling, staffing, sales execution, marketing and technology challenges you face as you execute the plan.

Schedule a 15-minute call
Email us for more info

Our Team

Eric-Anderson-Headshot-400x400

Eric Anderson

Partner
Stephanie-Rose-Belcher-1-400x400

Stephanie Rose Belcher

Partner
4-400x400

Adam Boris

Partner
Adam-Bryan-1-400x400

Adam Bryan

Partner
James-Calver-2-400x400

James Calver

Partner
John-Capiobianco-400x400

John Capobianco

Partner
Peter-Clifton-400x400

Peter Clifton

Partner
Joe-Fenten-Headshot-400x406

Joe Fenten

Partner
Kevin George

Kevin George

Practice Managing Partner
Stuart-Goldstein-400x400

Stuart Goldstein

Partner
Claus_Kinder_200x200-3

Claus Kinder

Principal
Chris-Kohler-400x400

Chris Kohler

Principal
Barry-Lancaster-400x400

Barry Lancaster

Partner
JQM_1149 (1)

Karyn Mullins

Principal
Steve_Subar_headshot-400x400

Steve Subar

Partner
Greg-Swyane-400x400

Greg Swayne

Partner
Robert-Toth-Headshot-400x400

Robert Toth

Partner
Joe-Wytanis-headshot-400x405

Joe Wytanis

Partner
Jessica-Young-400x400

Jessica Young

Partner

Related services

  • Mission, Vision and Shared Purpose
  • Organization Alignment
  • Market / Business Assessment
  • Operating Model Design
  • Operational Excellence
  • Investment Cases
  • Asset and Behavior Assessment

Insights

Essential Tech Due Diligence Skills: Reasons to Avoid the ‘We’ve Got a Guy’ Shortcut

09/17/2024
Read More

Technical Due Diligence: Benefits, Process, & How-to Checklist

09/10/2024
Read More
techcxo-inc-5000

TechCXO Returns to Inc 5000 List

08/28/2024
Read More

Questions?
Call Us or Email

If you’ve never outsourced or used executives on demand before, you’re sure to have a lot of questions. Don’t worry, we’re more than happy to answer them all.

And we know everything there is to know about this unique model. Schedule a call with us or send an email now.

Schedule a 15-minute call
Send us an email

Email us for more information

Name(Required)

TechCXO Logo-Reversed
About TechCXO

People
Clients
Contact & Locations
News

Executive Focus

Finance
Revenue Growth
Product & Technology
Human Capital
Executive Ops

TechCXO HQ

3423 Piedmont Rd., NE
Atlanta, GA 30305

LinkedIn Facebook X

Copyright 2025 TechCXO
Privacy Policy | Accessibility