The StratOp Process

This proven process, developed over 40 years, has helped start-ups and billion-dollar organizations grow sales and profits

The StratOp Process will:

  • Give you perspective on all of the Strategic, Financial, and Operational parts of your organization
  • Help you know Where You Stand
  • Clarify Where You Should Go
  • Give you a customized plan on How To Get There

What Is The Process?

The StratOp process is a comprehensive system that weaves together the Strategic, Operational and Financial functions of your business.

You and your leaders will gain perspective of all internal and external realities facing your business. At the end of the process, your team will craft a core plan and strategy that can be measured, incrementally installed, and adapted to internal and external changes.

Over three days, we use 25 customized tools to guide your team into the six phases of the StratOp process:

What You Can Expect

  • A Holistic Approach

    The StratOp system looks at your entire organization as one organism with its various organs working together for overall health.

  • Enterprise Health Management

    All voices from your team have the freedom to speak into the health of the whole business. If one part suffers, you all suffer. You will manage the entire enterprise towards health.

  • Adaptation to Change

    Constant adaptation to change on the micro and macro levels is built in to the StratOp process. As you work the system, it will guide you towards perspective on change and how to respond to it.

  • Logical Work Organization

    Form follows function and structure forms around the substance of the core plan. How you organize yourself logically flows out of the process.

  • Multi-Dimensional Leaders

    Built into the StratOp system is a leadership development component. As you work the plan, those with leadership competencies and potential are given an opportunity to develop, grow and lead.

  • Address the Strategic, Operational, and Financial

    Both the Strategic and Operational need to be Financed. The StratOp process weaves these three elements together like three strands to a rope.

  • It's a Management System

    The StratOp process is a system by which you learn to adapt to change, reinvent yourself when needed, make cross-functional decisions, and develop your people.

  • A Relentless War on Waste

    The process is a cross-functional, horizontal system. Because of this waste is continuously exposed as you manage your StratOp plan.

  • Breakthrough Performance Drivers

    You will identify performance drivers that control the outcome of your plan’s success. From there, the system guides you to manage them towards higher performance.

  • Identify Enterprise W.I.N.’s

    Lou Holtz coined the term W.I.N.’s, standing for “What’s Important Now.” The StratOp system guides you to focus on, and manage, your W.I.N.’s because you can't do everything at once.

Plan Your Business' Future

Connect with Certified StratOp Facilitator, Tom Clegg and get started today!

Let's Get Started

Meet Certified Facilitator Tom Clegg

Helping leaders like you develop strategies to grow a profitable business is what I do best

"For more than thirty-five years, I have engaged in organizational leadership, marketplace and not-for-profit management, personal and leadership development. As a coach and consultant, I have sought out the best tools, training, and insights for my clients.

In 2015 I was introduced to the StratOp process…and it changed everything. I knew then I had to become a certified facilitator. The process was so powerful and so clarifying, I simply had to introduce it to as many business leaders as possible!"

~ Tom Clegg

SO-certified-facilitator

FAQs

What do I get at the end of the process?

You get a ready-to-install, customized strategic operating plan, both in a Plan-On-A-Page (see example here) format and with a supporting playbook (hard copies and electronic formats). You get unity and alignment in leadership. You get clarified roles and a plan to move towards your vision while resourcing the staff to tend to the operational realities they face.

Who should be involved?

Having the right people in the room is a key component to a successful StratOp. The ideal team is comprised of six to twelve persons who are the key voices in your organization; who come from a variety of functions, are a healthy mix of ages, gender and tenure and above all, are those who can thing like a “shop owner” regardless of their position.

Where will we meet?

Your office, our office, or another site. They key is to find a comfortable, distraction-free place with plenty of wall space to which we can temporarily attach your charts. It would be best if the space allows us to leave up the charts over the three days while we meet.

What is your role as Facilitator?

As facilitator, I am Process; you and your team are Content. I manage the strategic planning process so you and your team can focus on developing a plan that will bring your team to breakthrough levels of thinking. If necessary, I will slow down the pace in order to ascend to the mountaintop of perspective. This is not a cookie cutter process. Rather, it is a very creative process. And it’s fun!

What type of ongoing support do you provide?

Your Certified Facilitator will be with you on site for each one of the creation and implementation meetings and is then available for monthly coaching and quarterly on-site visits to ensue a smooth transition to operationalizing your strategic operating system.

What does "StratOp" stand for?

The word “StratOp” blends two words vital to a successful strategic planning process. “Strat” stands for strategic, the art of planning for tomorrow, today. “Op” stands for operational, the discipline of managing today, today. The Paterson Process is a Strategic Operational planning process: we must plan for tomorrow – today while ensuring we manage today – today.

  • Curt Richardson / Chairman & Founder / Otterbox
    At Otterbox, we've used the StratOp process to grow from $10 million to over $1 billion in annual revenue. It is how we do business. StratOp aligns everything and everybody, across the entire business. I don't know of anything like it.
    Curt Richardson / Chairman & Founder / Otterbox

Maximize Your Business' Potential

Contact Certified StratOp Facilitator, Tom Clegg to start your powerfully effective strategic planning process

Connect With Tom