The StratOp Process

The StratOp process helps a business leadership team gain perspective on its entire company, both internally and externally, and blends the strategic (planning for tomorrow, today), the operational (taking care of today, today), and the financial (all of it must be funded) into a working plan deliverable. The StratOp Process installs a six-phase system into your management and leadership rhythm.

What distinguishes the StratOp processes from other strategic planning methods is that it is a behaviorally-sound process enabling leaders to manage their business as a whole, not as a collection of parts, vital in today’s globally competitive environment. Each step of the Process logically and systemically builds on the next and blends together the strategic (planning for tomorrow, today), operational (tending to today, today) and the financial (it all must be financed). The result is a breakthrough of thinking, alignment and focus. Through a “managing the whole” approach, a new potential is released with astonishing results.

When completed, The StratOp process captures your plan into a Plan-On-A-Page format with an underlying playbook. The plan is managed monthly and renewed annually. The end result is a new management and leadership system that will help you incrementally advance towards your vision, while staying true to your mission. You will learn how to identify and minimize risk, manage your drivers to high-performance, develop leaders, and imbed renewal into your planning system for rapid adaptation to change.

The StratOp process is time-tested, behaviorally sound, and customized to the unique world of a business. It is also known as the Paterson Process™, designed by Tom Paterson in 1972 and used in a variety of businesses for the past 36 years. Tom worked with Peter Drucker for much of his consulting career. Those who knew the two of them called Drucker “the business theorist” and Tom the “process practician.”

A few of Tom’s contributions to our world as we know it include his thinking that led to the original patent and innovation of the ATM (Automated Teller Machine). He crafted the original concept for Space Mountain in Disneyland for an RCA proposal to Roy Disney. He led innovative teams for NASA, Boeing, Ingersoll Rand, IBM, and RCA. He was a lead consultant to Red China in the 1980 ’s commissioned by President Reagan’s administration to help top industry leaders think through China’s role in the global economy. Now 84 and living in Oregon, Tom is called a “Master Process Thinker” by those who learn from him.

What Our Coaches Do

We facilitate a three-day process with you and your team and use a variety of customized tools to gain perspective and create a customized core plan for your organization. They instruct you over the following four to six weeks to lead newly created teams to develop action plans for all initiatives identified in the three-day meeting.

Return approximately one month later for two-days, meeting with each team to review and "scrub" their work (looking for comprehensiveness, sequential thinking, realistic timelines and budget alignment). They also prepare you and your leadership team to launch and install your new plan.

We work with you to create your "Plan-On-A-Page" and underlying "Playbook" and coach you over the following months through your monthly and quarterly plan reviews.

Depending on your structure, they work with you to restructure your organization and then to help you learn how to read the signs of change and embed renewal into your management team's thinking and leadership.
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What Will You Experience From the Process?

You receive a ready to install, customized strategic-operating plan, both in a Plan-On-A-Page format and in a Playbook format.

You receive unity and alignment from your team with clarified roles and a plan to move towards your vision and future, while tending to the operational realities of today.

You learn a new system to manage and integrate the strategic, operational and financial components of your organization. Back to top