Free Strategic Planning Course by BSC Designer

How to create a Balanced Scorecard? How to find the best performance indicators? What is the best approach to strategy cascading? Join our free strategic planning course to get started with a disciplined approach to strategy.

Free Strategic Planning Course

  • Free online course
  • 6 video lessons
  • Practical challenges

What will I learn?

During the training we will follow the key steps of strategic planning:

  • Lesson 1 – Overview of Strategic Process
  • Lesson 2 – Strategy Attributes – Mission, Vision, Values, Priorities
  • Lesson 3 – Strategy Formulation – Business Frameworks Overview
  • Lesson 4 – Strategy Description – Balanced Scorecard, Strategy Maps, KPIs
  • Lesson 5 – Cascading and Execution
  • Lesson 6 – Practical Exercise

Sample Video – Challenges of Strategy Formulation and Description

Lesson 1 – Overview of Strategic Process

In this lesson we’ll discuss the 5 typical steps of a strategic planning process:

  • 1. Strategy Attributes
  • 2. Formulating Strategy
  • 3. Strategy Description
  • 4. Strategy Cascading
  • 5. Strategy Execution
5 steps of strategic planning process from defining values, vision, and mission to describing strategy on strategy maps with business goals, KPIs, and initiatives.

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Lesson 2 – Strategy Attributes – Mission, Vision, Values, Priorities

Let’s start strategic planning with high-level ideas, such as:

  • Mission
  • Vision
  • Values
  • Strategic themes (or priorities)
An example of mission, vision, values - BSC Designer

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Lesson 3 – Strategy Formulation – Business Frameworks Overview

There are various business frameworks that can help us to look at strategy from different perspectives. Let’s review:

  • SWOT+S
  • VRIO
  • Gap Analysis
  • Risk Management
  • Constraints Analysis
  • 7-S
  • PESTEL
Comparative Table of Strategic Planning Frameworks

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Sample Video – Example of Strategy Description

Lesson 4 – Strategy Description – Balanced Scorecard, Strategy Maps, KPIs

In this lesson, we’ll discuss how to map strategic hypothesis on the strategy map and prepare strategy for execution.

  • Four perspectives
  • Strategic vs. operational goals
  • Cause-and-effect logic
  • Key Performance Indicators
  • Initiatives
8 STEPS To Create a Strategy Map By BSC Designer

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Lesson 5 – Cascading and Execution

Learn how to translate the top-level strategy to the business units and individuals.

  • What is strategy cascading?
  • Different ways to organize cascading
  • Using the OKR framework for tracking team and individual goals
Case 10 - Strategy cascaded by "waterfall" model

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Lesson 6 – Practical Exercise

In this lesson we will do a practical exercise and create a prototype of a strategy scorecard following previously discussed steps.
COVID 19 - a strategy map template for Coronavirus response strategy

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Free Program vs. Premium Program

Premium program vs. Free program

Training Sign-up

Free Program Full Premium Team Premium
Participants with trainer’s feedback 1 5
Q&A call Included
Price Free USD 499.00 USD 1996.00
Sign-up Register with a free account and enter private zone with the same email. Buy Full Premium Buy Team Premium

Q&A

How much does participation cost?

It is free. The only requirement is to sign-up with a free plan of BSC Designer Online because we will use it in some practical lessons.

There is no need to buy anything or enter credit card details. The training is free – no strings attached.

What is the “premium” program?

The premium program is based on the same materials as the free one.

  • Additionally, the premium program includes a possibility to discuss your challenges with the trainer and get feedback on your progress.
  • On the final step, the participants of the premium program will work on the prototype of their strategy scorecard. Once the prototype is ready, the trainer will review it and issue a certificate of training completion.
  • For those who plan to scale the strategic planning training in their organization, the premium program permits using training materials during the internal training sessions.
  • Finally, the participants of the premium program can use a 1 month complimentary subscription for BSC Designer software, as well as get certified as a specialist trained in BSC Designer software.

What kind of feedback is included in the premium program?

You will be able to contact your trainer to discuss the challenges specific for your organization, for example:

  • After “Lesson 3 – Strategy Formulation,” it is a good idea is to discuss the strategic planning frameworks that your organization uses.
  • After “Lesson 4 – Strategy Description,” feel free to challenge your trainer with some difficult cases of business goals that are hard to quantify with KPIs.
  • Finally, in Lesson 6, you will create a prototype of your strategy scorecard, feel free to submit it to your trainer for review to get some feedback and improvement ideas.

How much does the premium program cost?

Check out the pricing details above. Also, the premium program is included with “Executive” and “Enterprise” plans of BSC Designer software.

Can I start with a free program and upgrade to premium?

Absolutely! You will find a link to buy an upgrade in the private area.

Can I have a completion certificate?

In the premium program, the participants create a prototype of the strategy scorecard on the final step. We use this prototype to evaluate your achievements. The correctly designed prototype confirms that the participant has obtained the necessary skills. We will be happy to confirm this with a completion certificate.

We don’t issue certificates for the free participation program, as we have no way of validating your achievements.

How long will I have access to the training materials?

Once signed up, you will have immediate access to all training materials. Access time is unlimited.

When does the training start?

The materials are pre-recorded so you can join training at any time.

As for the premium program, you can join training at any time. Each participant follows his/her pace. It usually takes a trainer 2-3 workdays to review the questions submitted and share the feedback.

Can we sell training materials to others?

The training materials are available for the trainee, but the distribution/sublicense rights are not granted.

What’s next? How to sign up?

First, sign-up with a free account at BSC Designer Online.

Then visit the training access page and use the same email that you used to sign up with BSC Designer Online.

Posted in Strategy Training

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