Strategic Thinking and Business Planning Training Course

Duration 10 days 16 modules · 65 contact hours
Level Advanced Certificate on completion
Who attends Business Unit Directors, Senior Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-SP-043

Before you join: Participants should have several years of management, planning, programme, commercial, policy or functional leadership experience.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Strategic plans often fail because they describe desired activity rather than the choices required to win, serve, grow, reduce risk or allocate scarce resources. Senior teams may agree on broad ambitions while holding different assumptions about customers, competitors, regulation, funding, operational capacity and acceptable risk. This course addresses the work between high-level intent and an executable business plan: diagnosing the situation, choosing priorities, testing options, setting measures and establishing accountability.

Participants learn a disciplined strategic planning process suitable for corporate, public-sector, financial-services, NGO and multinational settings. They use PESTLE, Porter's Five Forces, SWOT/TOWS, stakeholder mapping, scenario planning, value-chain analysis, strategic option appraisal, Balanced Scorecard and strategy-map methods. The course covers market and internal analysis, strategic choices, business-model implications, financial logic, risk treatment, implementation governance and performance review. Particular attention is given to turning analysis into a clear narrative, a limited number of priorities and funded initiatives.

Teaching combines instructor briefings, worked cases, facilitated group analysis, decision simulations and structured application to participants' own organisations or business units. Across the ten days, participants progressively build a strategic business plan using their real context, available evidence and stakeholder requirements. They leave with a reusable planning pack containing a strategic diagnosis, options assessment, strategic objectives, measures, initiative portfolio, implementation roadmap, risk register and executive presentation.

The course is suited to experienced managers, planners, programme leaders and functional heads who contribute to enterprise, divisional or business-unit planning. It is particularly valuable for people expected to challenge assumptions, align competing priorities and present defensible recommendations to executive committees, boards, funders or public authorities.

What you will be able to do

  • Diagnose strategic position using PESTLE, Five Forces, value-chain and stakeholder analyses
  • Frame strategic choices using explicit scope, advantage, capability and risk criteria
  • Develop plausible scenarios and define signposts for monitoring critical uncertainties
  • Evaluate strategic options through weighted criteria, financial logic and implementation feasibility
  • Translate strategic choices into objectives, measures, targets and initiatives using a Balanced Scorecard
  • Build an implementation roadmap with governance, dependencies, resources, milestones and decision gates
  • Present a concise strategic business plan supported by evidence and clear recommendations
  • Review plan performance through management dashboards, assumption tests and corrective-action cycles

Benefits of attending

For you

  • Produce board-ready strategic plans rather than activity-based planning documents
  • Challenge weak assumptions using structured evidence and explicit decision criteria
  • Lead planning discussions that resolve priorities, trade-offs and ownership
  • Connect strategic objectives to budgets, initiatives, measures and management routines
  • Present strategic recommendations clearly to executives, boards and funding bodies

For your organisation

  • Creates clearer choices about markets, services, customers, beneficiaries and investment priorities
  • Improves alignment between corporate direction, business-unit plans and functional delivery
  • Reduces unfunded initiatives through explicit resource, dependency and capacity testing
  • Establishes measurable strategic objectives linked to management review routines
  • Provides a common planning language for senior teams and cross-functional contributors

Course modules

16 modules over 10 days

Participants can distinguish strategic choices from operational planning and establish a focused planning mandate.

  • Distinguishing strategic thinking, strategic planning, and annual operating planning
  • Defining enterprise purpose, ambition, scope, and strategic decision boundaries
  • Testing planning assumptions against stakeholder expectations and organisational constraints
  • Strategy hierarchy from corporate intent to business-unit choices and initiatives
  • Identifying planning failures: activity lists, vague goals, and false consensus
  • Setting a planning charter, governance calendar, and decision rights

Participants can assess external forces that shape strategic opportunity, threat and timing.

  • PESTLE analysis separating material drivers from background environmental noise
  • Market definition using customer needs, substitutes, and geographic boundaries
  • Porter's Five Forces applied to industry profitability and bargaining power
  • Competitor profiling through objectives, assumptions, capabilities, and likely responses
  • Regulatory horizon scanning for policy change, compliance costs, and licence risk
  • Trend impact matrices ranking certainty, timing, magnitude, and strategic relevance

Participants can identify priority stakeholders and define the value proposition each requires.

  • Stakeholder mapping by influence, interest, expectations, and potential opposition
  • Customer segmentation using needs, behaviour, profitability, and service requirements
  • Voice-of-customer evidence drawn from complaints, research, usage, and retention data
  • Value proposition design linking target segments to distinctive benefits
  • Beneficiary and funder needs reconciled within mission-led operating models
  • Service journey mapping identifies failure points, delays, and unmet needs

Participants can identify the capabilities, assets and constraints affecting strategic feasibility.

  • Value-chain analysis locating cost drivers, bottlenecks, and differentiation opportunities
  • VRIO assessment of valuable, rare, inimitable, and organised capabilities
  • Core capability mapping across people, process, technology, data, and partnerships
  • Financial trend analysis using revenue, margin, liquidity, and capital indicators
  • Operational capacity assessment against demand, service levels, and workforce constraints
  • Benchmarking performance against peers, internal standards, and best available evidence

Participants can synthesize evidence into a clear diagnosis of the strategic challenge.

  • SWOT analysis grounded in evidence rather than untested management opinion
  • TOWS matrix converts strengths, weaknesses, opportunities, and threats into choices
  • Root-cause analysis using five whys and issue-tree logic
  • Separating symptoms, constraints, risks, assumptions, and strategic decision questions
  • Materiality assessment ranks issues by impact, urgency, and management control
  • Writing a strategic problem statement with evidence and decision implications

Participants can define a coherent strategic direction with explicit choices and boundaries.

  • Vision statements tested for clarity, relevance, and credible future position
  • Mission and mandate translated into strategic design principles
  • Strategic ambition expressed through measurable outcomes and time horizons
  • Choice cascade: winning aspiration, where-to-play, how-to-win, capabilities, management systems
  • Defining strategic boundaries: activities stopped, deferred, outsourced, or avoided
  • Strategic narrative links diagnosis, choices, outcomes, and required change

Participants can develop scenarios and use them to test the resilience of strategic choices.

  • Critical uncertainty identification distinguishes predetermined trends from volatile drivers
  • Scenario axes built from high-impact uncertainties and plausible extremes
  • Four-scenario matrix describes operating conditions, stakeholder behaviour, and implications
  • Wind-tunnelling tests strategic choices against each plausible future
  • Early-warning indicators and signposts trigger management review or course correction
  • Contingency actions define no-regrets moves, hedges, and contingent commitments

Participants can create distinct strategic options that address the diagnosed challenge.

  • Option generation separates strategic alternatives from implementation activities
  • Ansoff Matrix frames market penetration, development, product development, and diversification
  • Business model canvas examines customers, channels, revenues, costs, and partners
  • Make-buy-partner decisions assessed against control, capability, cost, and speed
  • Growth, consolidation, turnaround, and service redesign options compared
  • Option descriptions specify target, mechanism, resources, risks, and expected outcomes

Participants can compare strategic options transparently and recommend a preferred course.

  • Weighted decision criteria reflect strategic fit, value, feasibility, and risk
  • Multi-criteria decision analysis scores options using agreed evidence standards
  • Financial logic tests revenue, cost, investment, payback, and affordability
  • Sensitivity analysis identifies assumptions that materially change option rankings
  • Risk-adjusted appraisal compares downside exposure, mitigations, and residual risk
  • Decision papers document recommendation, rejected alternatives, evidence, and approvals

Participants can test whether a chosen strategy has a viable operating and financial model.

  • Revenue architecture identifies pricing, funding, cross-subsidy, and collection mechanisms
  • Cost-to-serve analysis compares segments, channels, products, and service levels
  • Unit economics calculate contribution, acquisition cost, retention, and break-even
  • Strategic investment cases distinguish capital expenditure from operating expenditure
  • Capacity planning links demand scenarios to workforce, assets, and technology
  • Funding strategies assess internal finance, borrowing, grants, and partnerships

Participants can convert strategic choices into measurable objectives and performance measures.

  • Strategy maps connect financial, customer, process, and capability objectives
  • Balanced Scorecard perspectives adapted for commercial, public, and mission-led entities
  • Outcome, output, efficiency, quality, and leading indicators distinguished
  • SMART measures defined with formulas, owners, baselines, targets, and data sources
  • Cause-and-effect hypotheses tested before embedding measures in performance reports
  • Target-setting methods use benchmarks, trend analysis, and strategic ambition

Participants can select initiatives and allocate resources to support strategic objectives.

  • Initiative design specifies scope, sponsor, benefits, milestones, and dependencies
  • Portfolio matrices compare strategic contribution, cost, risk, and delivery confidence
  • Prioritisation separates mandatory commitments from discretionary strategic investments
  • Resource allocation aligns budgets, talent, technology, and partner capacity
  • Benefits realisation plans define measures, owners, timing, and verification
  • Stopping rules identify initiatives requiring redesign, pause, escalation, or closure

Participants can build a practical roadmap that converts strategy into managed delivery.

  • Roadmap sequencing identifies critical paths, decision gates, and delivery waves
  • Milestone plans connect strategic initiatives to quarterly management commitments
  • Dependency mapping exposes linked systems, suppliers, policy, and workforce requirements
  • RACI matrices clarify accountable executives, delivery leads, contributors, and consultees
  • Change impact assessment identifies affected roles, processes, incentives, and communications
  • Implementation risks monitored through escalation thresholds and response owners

Participants can establish governance and review routines that keep strategic plans on track.

  • Planning governance defines board, executive, sponsor, and management responsibilities
  • Three-lines model clarifies management, risk oversight, and assurance roles
  • Strategic risk registers connect objectives, causes, controls, and treatments
  • Risk appetite statements guide choices under uncertainty and competing priorities
  • Monthly dashboards distinguish performance variance from strategic assumption failure
  • Strategy review cycles trigger corrective action, resource shifts, and plan refreshes

Participants can communicate a strategic plan persuasively to senior decision-makers and stakeholders.

  • Executive storylining structures context, insight, choice, evidence, and required decision
  • Pyramid Principle messaging places recommendation before supporting analysis
  • One-page strategy documents communicate priorities, measures, initiatives, and accountabilities
  • Board papers distinguish decisions sought, risks, assumptions, and management actions
  • Stakeholder communication plans tailor messages, channels, timing, and feedback routes
  • Handling challenge through evidence, trade-off explanation, and alternative scenarios

Participants can build, review and present a complete strategic business plan for a defined organisational challenge.

  • Strategic diagnosis integrates external evidence, internal capability, and stakeholder findings
  • Chosen direction states ambition, scope, strategic choices, and rationale
  • Option appraisal evidences why the recommended course merits investment
  • Strategy map links objectives, measures, targets, initiatives, and benefits
  • Implementation roadmap sets governance, resources, milestones, dependencies, and risk controls
  • Executive presentation communicates recommendation, evidence, trade-offs, and decisions required

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Strategic planning charter template
  2. Strategic diagnosis and SWOT/TOWS pack
  3. Scenario planning matrix and signpost register
  4. Strategic option appraisal model
  5. Balanced Scorecard and strategy-map template
  6. Strategic business plan and executive presentation

Who should attend

  • Business Unit Directors — need to convert enterprise direction into funded priorities and delivery plans
  • Senior Managers — need to make and defend cross-functional strategic choices
  • Strategy and Planning Managers — need a disciplined process for producing decision-ready plans
  • Programme Directors — need to align major programmes with strategic outcomes and governance
  • Functional Heads — need to connect capability investment with business-unit priorities
  • Public Sector and NGO Leaders — need to balance mission, stakeholder needs, funding and accountability

Skills and tools covered

Strategic diagnosisScenario planningOption appraisalBusiness planningPerformance architectureExecutive communication

Tools and standards

PESTLE, Porter's Five Forces, Balanced Scorecard, Business Model Canvas

How the course runs

Training methodology

The course uses short instructor briefings to introduce planning methods, followed by case analysis, group work, decision simulations and individual application planning. Participants examine realistic strategic choices involving growth, service redesign, market entry, cost pressure, regulation and stakeholder conflict. They apply each method to a selected organisational issue, receive structured peer and instructor feedback, and refine their plan throughout the programme. Facilitated reviews focus on evidence quality, trade-offs, financial logic, implementation feasibility and executive communication.

Requirements and prerequisites

Participants should have several years of management, planning, programme, commercial, policy or functional leadership experience. They should understand their organisation's purpose, services, customers or beneficiaries, principal stakeholders and current performance challenges. Experience contributing to annual plans, budgets, business cases or management reports is useful. Participants do not need an MBA, finance qualification, prior strategy role or advanced spreadsheet modelling skills. The course explains each planning method before participants apply it, but assumes confidence discussing organisational choices and using available business evidence.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should have management, planning, programme, policy, commercial or functional leadership experience. They do not need prior strategy training, an MBA or advanced financial modelling skills.

Participants should bring their current business plan, strategy documents, performance reports or available market and stakeholder evidence where confidentiality permits. Those without organisational documents can work from the course cases.

It is designed for experienced managers and leaders who shape enterprise, divisional, business-unit or major programme plans. It is less suitable for people seeking an introductory management course.

This course focuses on choosing strategic direction and building an integrated business plan before delivery begins. Project management focuses on executing defined work, while business case training usually examines individual investment decisions.

Participants can use the planning charter, diagnosis methods, option appraisal model, scorecard and roadmap during planning cycles or strategic reviews. The materials also support executive discussions on priorities, investment and risk.

The ten-day programme provides about 65 contact hours, normally from 08:30 to 16:30 each day. Early modules establish diagnosis and choice methods; later modules develop measures, initiatives, governance and the final strategic business plan presentation.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.