Case Study

Strategic Planning

Establishing Annual Plans That Achieve Strategic Goals and Objectives


M2 often works with clients that have no strategic plan, causing their organization to constantly think short-term, struggle to motivate employees, and operate in a reactive mode. We address our clients’ challenges by collaboratively developing strategic and annual implementation plans.

Problem Areas
  • Limited funding and resources
  • Lacked a documented strategic direction
  • Had a major enterprise risk that required millions of dollars to mitigate

What Did M2 Do?

By leveraging Smartsheet we developed Decision Dashboards that report real-time progress to leadership and automates workflows. Our 10+ years of Strategic Planning experience, methodology, industry trend database and strategic performance dashboards enable us to rapidly develop our client’s strategic framework.

Strategic Planning
  • Drafted a Strategic Plan that included goals, objectives, and 50+ performance indicators that enabled the client to track progress and demonstrate improvement
  • Held 10+  workshops and focus groups with stakeholders in the federal government, private sector, and academia
  • Developed the messaging and communications of the Strategic Plan to Congress and are currently supporting the organization’s implementation of the Plan by developing an automated Integrated Master Schedule
  • Allowing the client to generate an Annual Report to Congress


M2’s support and the Strategic Plan allowed our client to better prepare their yearly Annual Operating Plan process and programmatic execution.

Final Results
  • The client’s Strategic Plan enabled them to receive a $16M plus up from Congress and mitigate its enterprise risk
  • Congress cited the Plan as the reason for the budget increase
  • We linked their strategic objectives to programs and projects, which helped ensure the alignment of the agency’s funding, resources, and projects

Creating a Long-term, Carefully Thought Out Plan for Your Organization Can Lead to Higher Productivity, Increased Funding, and Specific Goals

Budget Increase
Stakeholder Workshops Facilitated
Performance Measures

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