THE PATERSON PROCESS

For over five decades, organizations of all sizes have trusted Paterson StratOp® to align teams and drive growth. It is more than a strategic plan. It’s a system - one that unites your team, brings clarity to your vision, and provides a framework to move faster, make better decisions, and drive real impact.

THE PROVEN PROCESS

Exploratory Meeting

Optional Starter:

Strategic Sprint*

Creating The Core Plan

30 days

Installing The Core Plan

90 days

Dashboard

Integration

Quarterly Scrubs

Management

Coaching

Structure Design

Renewal

annual

EXPLORING

30 MIN

OUR VERY FIRST MEETING

  • No pressure 30 minute-or-so conversation

    Questions:

    • Where is keeping you up at night?

    • If you could wave your magic wand, what would you want?

    • What’s in your way?

    • What’s the impact?

    • What’s the cost financial and other?

  • You will leave meeting with a next step recommendation

STRATEGIC SPRINT * (optional starter)

2-3 HOURS

1 FOCUSED PRIORITY

PINPOINT CLARITY | POTENTIAL NEXT STEPS

CREATING THE CORE PLAN

30 DAYS

PRE/WORK | ROUND 1

  • Pre/work:

  • Interviews and discovery process gaining necessary perspective to make the most of our first session.

  • Round 1:

  • 3-Day Facilitation Experience with top tier leaders moving through 25 custom tools that guide the process.

  • Deliverables

    Plan-on-a-page | Action plan | Dashboard

    *If you choose to work with us further, we’ll move into the following.

INSTALLING THE CORE PLAN

90 DAYS

ROUNDS 2 / 3

Round 2: 2-day follow up

  • Action plan scrub

  • Dovetailed timelines

  • Structure assessment

Round 3: 1-day follow up

  • Structure recommendations

  • Strategy implementation

MANAGING THE PLAN

MONTHS 4-11

TIME UNDER PROCESS

  • 2 Quarterly Plan Scrubs

  • Dashboard Integration

  • Monthly leader and team coaching

  • Structure - Including:

  • Org Chart

  • Systems/Process

  • Culture Assessment

  • Leadership Development

RENEWING THE PLAN

MONTH 12

KEEPING IT FRESH

  • 2 day Onsite Facilitation Experience

    • Evaluate progress

    • Update drivers / risks / performance model

    • Renew action wheel

    • Seize new opportunity

    • Renew life cycles

    • Respond to new Patterns/Trends

PLAN ON A PAGE EXAMPLE

IMPACT

"At Otterbox, we’ve used the StratOp Process to grow from $10 million to over $1 billion in annual revenue.

It is how we do business. StratOp aligns everything and everybody, across the entire business. I don’t know of anything like it.”

- Curt Richardson, Chairman & Otterbox and Blue Ocean Ventures

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WE’LL BE IN TOUCH SHORTLY