Strategy Maps and Execution Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Strategy Managers, Business Unit Leaders and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-SP-072

Before you join: Participants should have experience contributing to business plans, operational plans, transformation programmes, performance reports or management reviews.

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

Strategy often fails between an approved plan and daily decisions. Senior leaders may agree on priorities, yet business units pursue conflicting initiatives, measures reward short-term activity, and staff cannot explain how their work contributes to intended results. Strategy maps address this execution gap by making strategic choices, cause-and-effect assumptions, objectives, measures, targets and initiatives visible in one connected management system.

This course teaches participants to design and use strategy maps based on the Balanced Scorecard approach. Participants examine mission, stakeholder needs, strategic themes, value propositions, operating capabilities and risk assumptions before translating them into objectives across financial, customer, internal process, and learning and growth perspectives. They develop measurable strategic objectives, leading and lagging indicators, target-setting logic, initiative portfolios, accountability structures and strategy-review routines. The course also covers cascading maps to functions and teams, aligning budgets and projects, and using performance data to test strategic hypotheses.

Instruction combines concise faculty briefings with realistic cases from banking, public agencies, NGOs and multinational operations. Participants work individually and in groups to build a strategy map and execution architecture for a current organisational priority or a supplied case. Simulations and structured reviews examine trade-offs, conflicting measures, weak causal links and underperforming initiatives. Each participant leaves with a complete strategy-map pack: strategic themes, a four-perspective map, scorecard measures, targets, initiatives, governance arrangements and a practical implementation plan.

The course is suited to managers responsible for strategic planning, performance management, transformation, operations, programmes, finance or organisational performance. It is particularly useful where leaders need a disciplined method for converting strategic intent into coordinated objectives, measurable commitments and regular management action.

What you will be able to do

  • Construct a four-perspective strategy map linking strategic objectives through explicit causal hypotheses
  • Analyse stakeholder needs, market conditions and organisational capabilities to frame strategic choices
  • Define strategic themes, value propositions and objective statements using Balanced Scorecard logic
  • Develop leading and lagging performance measures with definitions, data sources and accountable owners
  • Set credible performance targets using baselines, benchmarks, trend analysis and management judgement
  • Prioritise strategic initiatives through benefits, dependencies, costs, risks and capacity assessments
  • Design strategy-review governance, escalation routes and decision agendas for execution management
  • Present a complete strategy map, scorecard and implementation plan for a business priority

Benefits of attending

For you

  • Produce strategy maps that make strategic choices and accountabilities visible
  • Lead evidence-based discussions about measures, targets and initiative priorities
  • Diagnose weak links between executive strategy and frontline delivery
  • Present strategic logic clearly to senior leaders and cross-functional teams
  • Build a reusable execution-management approach for future planning cycles

For your organisation

  • Creates shared strategic objectives across business units and support functions
  • Connects budgets, projects and performance measures to agreed strategic priorities
  • Exposes conflicting objectives and unsupported cause-and-effect assumptions early
  • Improves management-review discussions through focused evidence and decision agendas
  • Provides a consistent method for cascading strategy into team-level commitments

Course modules

20 modules over 10 days

Participants can explain how a strategy map connects strategic intent, operating choices and performance management.

  • Execution failure patterns: disconnected plans, measures, projects and management decisions
  • Strategy maps as visual statements of cause-and-effect strategic logic
  • Balanced Scorecard architecture: financial, customer, process, learning and growth perspectives
  • Distinguishing mission, vision, strategy, objectives, measures and operational activities
  • From strategic intent to management routines, resource choices and accountability
  • Common map design errors that weaken execution and organisational alignment

Participants can frame the strategic context, planning horizon and decision boundaries for a strategy map.

  • Planning horizons matched to market cycles, funding periods and investment lead times
  • PESTLE analysis identifies external forces affecting strategic assumptions and choices
  • Porter's Five Forces tests industry economics, competitive pressure and profit pools
  • Define decision rights, geographic scope, customer segments and organisational boundaries
  • Material assumptions documented with evidence sources, confidence levels and review dates
  • Scenario narratives test strategy resilience under alternative external conditions

Participants can identify priority stakeholders and define value propositions that guide strategic objectives.

  • Stakeholder mapping distinguishes customers, regulators, funders, partners and communities
  • Voice-of-customer evidence identifies priority needs, pain points and service expectations
  • Segment customers by needs, value, risk, behaviour and service requirements
  • Value proposition choices: product leadership, customer intimacy and operational excellence
  • Public-value propositions connect policy outcomes, service quality and public trust
  • Translate stakeholder needs into observable outcomes and strategic objective candidates

Participants can assess organisational capabilities and select the strategic choices requiring execution focus.

  • Resource-based analysis identifies distinctive assets, capabilities and capability gaps
  • SWOT findings converted into strategic implications rather than unprioritised lists
  • Core process assessment locates bottlenecks, failure demand and cost drivers
  • Capability maturity scales assess process, technology, talent and governance readiness
  • Choose strategic themes that concentrate leadership attention and investment
  • Document trade-offs between growth, service, resilience, cost and risk

Participants can formulate strategic themes and concise objective statements for a chosen strategy.

  • Strategic themes group related objectives around a critical value-creation agenda
  • Objective statements use action, outcome, beneficiary and strategic intent
  • Differentiate strategic objectives from projects, departmental tasks and performance indicators
  • Write outcome-focused objectives without embedding measures or predetermined solutions
  • Test objectives against strategic choices, stakeholder needs and resource constraints
  • Prioritise objectives using impact, urgency, dependency and implementation feasibility

Participants can create a four-perspective architecture suited to their organisation's strategy and mandate.

  • Four-perspective sequence links capability, processes, stakeholders and financial outcomes
  • Adapt perspective labels for public agencies, NGOs and regulated enterprises
  • Place strategic themes across perspectives without duplicating operational work
  • Limit map content to the objectives required for strategic focus
  • Use map layout, wording and hierarchy to support executive communication
  • Draft a first strategy-map structure for a live organisational priority

Participants can build and test causal links between strategic objectives using explicit strategic hypotheses.

  • Cause-and-effect chains specify how capabilities produce stakeholder and financial results
  • Arrow tests distinguish plausible influence from assumed correlation or coincidence
  • Strategic hypotheses state conditions, mechanisms, expected effects and timeframes
  • Leading indicators provide early evidence that strategic mechanisms are working
  • Lagging indicators confirm realised outcomes after customer, financial or mission effects
  • Identify missing links, circular logic and unsupported assumptions within draft maps

Participants can define financial or stewardship objectives appropriate to their operating model.

  • Financial objectives address growth, margin, productivity, capital efficiency and cash
  • Public and NGO stewardship objectives address funding, value, compliance and sustainability
  • Driver trees connect revenue, cost, volume, price and productivity assumptions
  • Economic value added distinguishes value creation from accounting profit growth
  • Budget assumptions tested against strategic priorities, capacity and investment timing
  • Select financial outcomes that reflect the organisation's strategic position

Participants can define stakeholder objectives that express intended value and relationship outcomes.

  • Customer objectives address acquisition, retention, trust, share and lifetime value
  • Citizen objectives connect access, equity, experience, confidence and policy outcomes
  • Partner objectives define collaboration quality, shared outcomes and reciprocal commitments
  • Journey mapping identifies moments that shape stakeholder experience and loyalty
  • Service-level objectives distinguish speed, reliability, accessibility and resolution quality
  • Convert value propositions into measurable stakeholder outcome statements

Participants can identify the internal processes that must improve to deliver strategic value propositions.

  • Value-chain analysis distinguishes innovation, operations, service and relationship processes
  • SIPOC diagrams define suppliers, inputs, processes, outputs and customers
  • Process objectives target cycle time, quality, control, cost and capacity
  • Lean waste categories reveal non-value-adding work and avoidable delays
  • Risk and control objectives protect service continuity, compliance and reputation
  • Link process improvements directly to stakeholder and financial objectives

Participants can specify the people, information, culture and governance capabilities required for execution.

  • Capability objectives address skills, leadership, data, technology and organisational culture
  • Workforce planning links critical roles, capacity requirements and capability development
  • Data governance defines ownership, quality standards, access and stewardship responsibilities
  • Digital capability objectives distinguish automation, insight, integration and user adoption
  • Culture objectives specify behaviours required for strategic choices and execution discipline
  • Connect enabling capabilities to the process improvements they make possible

Participants can design a balanced set of measurable indicators for strategic objectives.

  • Measure dictionaries define purpose, formula, unit, frequency, owner and source
  • SMART criteria test whether indicators are specific, measurable and decision-relevant
  • Leading and lagging measures paired for each critical strategic objective
  • Operational definitions prevent inconsistent counting, interpretation and performance reporting
  • Disaggregate measures by segment, location, channel, demographic or business unit
  • Data-quality checks address completeness, timeliness, accuracy and auditability

Participants can set performance targets and thresholds that support credible management action.

  • Baseline analysis establishes current performance, variation, trends and seasonality
  • Benchmarking compares performance against peers, standards, historical results and aspirations
  • Target trajectories reflect improvement rates, investment timing and operational constraints
  • RAG thresholds define normal variation, early warning and escalation conditions
  • Stretch targets distinguish strategic ambition from unsupported numerical aspiration
  • Document target assumptions, owners, review dates and approval authorities

Participants can convert strategic gaps into a prioritised portfolio of initiatives and business cases.

  • Initiatives close performance gaps that routine operations cannot resolve
  • Benefits maps connect initiative outputs, capability changes and strategic outcomes
  • Prioritisation matrices compare strategic contribution, cost, risk, urgency and dependency
  • Business cases define scope, benefits, milestones, resources and accountable sponsors
  • Portfolio roadmaps sequence initiatives around dependencies, capacity and funding constraints
  • Stop, defer or redesign initiatives with weak strategic contribution

Participants can align resources, budgets and operating plans with strategy-map priorities.

  • Strategy-based budgeting allocates resources against objectives, initiatives and expected outcomes
  • Capacity analysis tests staffing, funding, technology and leadership attention constraints
  • Zero-based review challenges inherited spending against current strategic priorities
  • Investment appraisal compares costs, benefits, risks, timing and strategic fit
  • Operating plans translate strategic initiatives into quarterly deliverables and milestones
  • Reconcile budget cycles with longer-term strategic outcomes and capital commitments

Participants can cascade enterprise strategy into aligned business-unit, function and team commitments.

  • Cascade rules distinguish enterprise objectives from local contribution objectives
  • Business-unit maps show differentiated choices while preserving enterprise strategic logic
  • Functional scorecards identify contributions from finance, technology, HR and operations
  • Team objectives connect role-level commitments to measurable strategic outcomes
  • Alignment matrices expose duplicate work, conflicting measures and ownership gaps
  • Personal objectives link individual accountabilities to team and functional scorecards

Participants can design review routines that turn performance evidence into timely strategic decisions.

  • Strategy reviews separate strategic learning from routine operational performance meetings
  • Meeting charters define purpose, participants, evidence, decisions and escalation routes
  • Exception reporting focuses discussion on material variance, causes and corrective action
  • Root-cause analysis uses five whys, fishbone diagrams and process evidence
  • Decision logs record commitments, owners, deadlines, assumptions and follow-up evidence
  • Quarterly strategy reviews reassess hypotheses, targets, initiatives and resource allocation

Participants can integrate strategic risk, assurance evidence and adaptation triggers into execution management.

  • Risk registers connect strategic objectives with threats, controls and accountable owners
  • Risk appetite statements define acceptable exposure, limits and escalation thresholds
  • Key risk indicators provide early warnings of strategic delivery threats
  • Assurance mapping identifies first-line, second-line and independent assurance coverage
  • Trigger points specify when leaders revisit assumptions, targets or initiative portfolios
  • Lessons learned convert execution evidence into revised strategic hypotheses

Participants can communicate a strategy map clearly to leaders, managers and delivery teams.

  • Strategy narratives explain choices, objectives, causal links and expected stakeholder value
  • Executive briefings focus on strategic choices, evidence gaps and required decisions
  • Audience analysis adapts messages for boards, managers, teams and external partners
  • Visual management uses scorecards, dashboards and milestone views without data overload
  • Change-impact assessments identify affected roles, behaviours, processes and systems
  • Communication plans sequence messages, channels, feedback loops and sponsor actions

Participants can build, review and present a complete strategy map, scorecard and execution plan for a defined strategic priority.

  • Consolidate strategic context, stakeholder needs, choices and material planning assumptions
  • Complete four-perspective map with objectives, themes and tested causal relationships
  • Finalise scorecard measures, baselines, targets, thresholds and accountable owners
  • Prioritise initiatives, dependencies, milestones, benefits and required resource commitments
  • Design review governance, risk triggers, escalation routes and adaptation routines
  • Present execution plan to a simulated executive review panel

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

What you take back to work

  1. Four-perspective strategy map template
  2. Strategic objective and causal-hypothesis library
  3. Balanced Scorecard measure dictionary
  4. Target-setting and threshold framework
  5. Strategic initiative portfolio roadmap
  6. Strategy-review governance charter

Who should attend

  • Strategy Managers — translate corporate priorities into executable objectives and measures
  • Business Unit Leaders — align functions, initiatives and performance commitments around strategic choices
  • Performance Management Managers — build scorecards with credible measures, targets and review routines
  • Programme and Transformation Managers — connect change portfolios to measurable strategic outcomes
  • Finance Business Partners — link strategic priorities, resource allocation and performance reporting
  • Public Sector and NGO Managers — clarify stakeholder outcomes and delivery accountabilities

Skills and tools covered

Strategy map designBalanced Scorecard developmentPerformance measure designInitiative portfolio managementStrategy review governanceOrganisational alignment

Tools and standards

Balanced Scorecard, Strategy Map, PESTLE Analysis, Hoshin Kanri

How the course runs

Training methodology

Faculty briefings introduce the Balanced Scorecard, strategy-map design rules, measure architecture and execution governance. Participants analyse sector-based cases, including regulated banking, public-service delivery, NGO programmes and multinational operations. Individual and group work develops strategic themes, objectives, causal links, scorecards and initiative portfolios. Facilitated simulations test strategy-review meetings, performance exceptions and resource trade-offs. Structured peer review strengthens each participant's work before they prepare an implementation plan for their own organisation or a supplied case.

Requirements and prerequisites

Participants should have experience contributing to business plans, operational plans, transformation programmes, performance reports or management reviews. They should be comfortable reading basic financial and operational performance information, such as revenue, cost, service, quality or delivery measures. Familiarity with their organisation's strategy, annual plan or departmental objectives is helpful because participants can apply course methods to a live priority. Prior Balanced Scorecard, strategy-map or formal strategic-planning training is not required. Advanced finance, data analytics, project-management certification and specialist consulting experience are not required.

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 understand their organisation's basic strategy, operating plan or performance measures. No previous Balanced Scorecard, strategy-map or consulting experience is required.

Bring a current strategy document, annual plan, scorecard, business-unit plan or performance report where available. Participants may instead use the supplied case if organisational material is confidential or unavailable.

It suits managers who must translate strategy into objectives, measures, initiatives and management routines. It is relevant to private-sector, government, public-service and NGO settings.

General strategic planning courses focus mainly on analysis, strategic options and plan formulation. This course concentrates on the execution architecture that connects choices to objectives, scorecards, initiatives, governance and review decisions.

Participants can use the templates to develop or improve an enterprise, business-unit or functional strategy map. The course deliverable provides a starting point for leadership review, measure design, initiative planning and cascading work.

The first week builds the strategic context, objectives, map structure and initial scorecard. The second week develops targets, initiatives, resource alignment, governance, risk arrangements and the final capstone presentation; each training day runs from 08:30 to 16:30, with about 6.5 contact hours.

Questions about this course?

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