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

Creating The Core Plan

Installing The Core Plan

Dashboard

Integration

Quarterly Scrubs

Plan Management

Coaching

Structure Design

Annual Renewal

EXPLORING

30 MIN

OUR VERY FIRST MEETING

  • No pressure 30 minute-or-so conversation

    Questions:

    • Where is the pain point?

    • What have you tried?

    • What obstacles are in your way?

    • What do you hope to accomplish?

    • How are decisions made?

  • You will leave meeting with a next step recommendation

CREATING THE PLAN

3-4 WEEKS

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 PLAN

MONTHS 2-3

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

SCHEDULE A FREE CONSULTATION

WE’LL BE IN TOUCH SHORTLY