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4 strategies and tactics for Strategic Map

What is Strategic Map strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect Strategic Map strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Strategic Map strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Strategic Map strategy examples

You will find in the next section many different Strategic Map tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for creating a strategy map based on a strategic initiative

  • ⛳️ Strategy 1: Analyse the current situation

    • Perform a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Gather data on industry trends and market demands
    • Assess current resources and capabilities
    • Identify key stakeholders and their interests
    • Determine the current position in relation to competitors
    • Evaluate past performance and lessons learned
    • Analyse customer feedback and satisfaction levels
    • Identify potential barriers and constraints
    • Gather insights from subject matter experts within the organisation
    • Review alignment with organisational mission and values

  • ⛳️ Strategy 2: Define strategic goals and objectives

    • Set clear and measurable strategic goals aligned with the initiative
    • Establish specific objectives to support each goal
    • Align goals with key performance indicators (KPIs)
    • Involve stakeholders in goal-setting discussions
    • Ensure objectives are attainable and time-bound
    • Prioritise objectives based on impact and urgency
    • Coordinate with department heads for objective alignment
    • Set benchmarks for progress evaluation
    • Develop flexibility in goals to adapt to changes
    • Draft a comprehensive document outlining goals and objectives

  • ⛳️ Strategy 3: Develop an actionable plan

    • Break down objectives into actionable steps
    • Assign responsibilities and accountability to team members
    • Allocate resources and budget for each action item
    • Establish timelines and deadlines for each step
    • Design a risk management plan addressing potential challenges
    • Utilise project management tools to track progress
    • Implement regular check-ins and progress reviews
    • Establish communication protocols for transparency
    • Develop adjustment mechanisms to adapt plans as necessary
    • Ensure all team members are aware of their roles and expectations
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Implement these strategies

Strategies and tactics for drawing a strategy map

  • ⛳️ Strategy 1: Identify strategic business goals

    • Conduct a strategic planning session with senior leadership
    • Analyse company vision and mission statements
    • Review current business performance and market position
    • Identify key areas of growth and development for the business
    • Set measurable KPIs for each business goal identified
    • Document at least two strategic business goals
    • Ensure business goals align with overall company objectives
    • Communicate business goals clearly to all stakeholders
    • Gather feedback from key departments on business goals
    • Finalize the two strategic business goals for the strategy map

  • ⛳️ Strategy 2: Determine people operations goals

    • Evaluate current people operations processes and outcomes
    • Identify key areas where people operations can support business goals
    • Consult with HR and team leaders to gather input
    • Set measurable KPIs for each people operation goal
    • Ensure each people operation goal is actionable and realistic
    • Document at least six people operation goals
    • Align people operation goals with overall business objectives
    • Communicate people operation goals clearly to all stakeholders
    • Gather feedback from HR and related departments on people operation goals
    • Finalise the six people operation goals for the strategy map

  • ⛳️ Strategy 3: Create the strategy map

    • Choose a visual mapping tool or template
    • Plot the two strategic business goals on the map
    • Plot the six people operation goals on the map
    • Draw lines to show the connections between people operation goals and business goals
    • Ensure each line represents a clear and logical relationship
    • Review the map with senior leadership for feedback
    • Adjust connections and goals as necessary
    • Add any additional visual aids for clarity
    • Finalise the strategy map design
    • Distribute and present the strategy map to all relevant stakeholders
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Implement these strategies

Strategies and tactics for enhancing Customer-Centric Approach at Dashen Bank

  • ⛳️ Strategy 1: Enhance personalisation through advanced analytics

    • Employ advanced data analytics to segment customers based on behaviours and preferences
    • Conduct regular customer surveys to gather data on changing needs and preferences
    • Develop tailored banking products and services for different customer segments
    • Integrate a CRM system to track and personalise every customer interaction
    • Leverage customer data to offer personalised marketing campaigns
    • Utilise AI-driven personalisation tools to recommend products and services
    • Create personalised customer journey maps to improve the customer experience
    • Implement a feedback loop to continually refine personalisation efforts
    • Collaborate with cross-functional teams to ensure alignment in personalisation strategies
    • Set and monitor KPIs to measure the effectiveness of personalisation efforts

  • ⛳️ Strategy 2: Improve transparency and communication across all channels

    • Develop standard templates for all customer communications to ensure consistency
    • Create an educational content library consisting of FAQs, tutorials, and guides
    • Ensure all communication channels provide clear information on products and fees
    • Regularly update customers on changes to products or fees through multiple channels
    • Establish a centralised CRM to enhance tracking of customer interactions
    • Train staff on clear and effective communication techniques
    • Provide transparent customer service guidelines across digital and branch channels
    • Implement a feedback mechanism for customers to rate communication clarity
    • Benchmark against industry best practices for clarity and transparency
    • Monitor customer satisfaction and confusion indexes to fine-tune communication strategies

  • ⛳️ Strategy 3: Streamline processes to boost efficiency and digital engagement

    • Map current customer journey processes to identify bottlenecks and inefficiencies
    • Implement lean methodologies to streamline workflows and reduce wait times
    • Invest in technology to automate key customer service functions
    • Enhance mobile and digital platforms to provide seamless service access
    • Develop a user-focused design for digital banking interfaces
    • Increase cloud infrastructure investment to support more scalable digital solutions
    • Implement real-time performance tracking tools to monitor service efficiency
    • Create cross-training programs to enhance staff efficiency in multiple roles
    • Use AI tools for proactive customer support and issue resolution
    • Benchmark digital engagement levels against competitors to identify areas for improvement
personalisationtransparencydata-analystcustomer-service-representativemarketing-teamit-team
Implement these strategies

Strategies and tactics for becoming the Most Trusted and Customer-Centric Financial Institution

  • ⛳️ Strategy 1: Develop tailored banking solutions

    • Conduct comprehensive market research to understand customer segments and their needs
    • Analyse customer data to identify preferences and personalise offerings
    • Create flexible banking products that adapt to varying customer needs
    • Enhance services with tailored customer support options
    • Provide regular training for staff on personalisation techniques
    • Develop feedback mechanisms to refine and enhance tailored solutions
    • Set up cross-functional teams to drive innovation in product development
    • Explore partnerships with fintech firms to enhance offerings
    • Implement a customer relationship management system for better customer insights
    • Monitor and evaluate the impact of personalised solutions on customer satisfaction

  • ⛳️ Strategy 2: Enhance communication and transparency

    • Use clear and simple language in all customer communications
    • Improve online platforms to offer easily accessible information on products and services
    • Train customer service representatives to provide accurate and clear information
    • Implement proactive communication strategies to keep customers informed about changes
    • Develop a FAQ section on the website to address common customer queries
    • Create informative and engaging content about banking services and products
    • Regularly update customers on security measures and privacy policies
    • Host regular webinars and workshops to educate customers on financial management
    • Incorporate customer feedback into communication strategies
    • Evaluate the effectiveness of communication strategies through customer surveys

  • ⛳️ Strategy 3: Leverage innovative technology

    • Invest in the latest technology to enhance digital banking platforms
    • Ensure mobile and online platforms offer a seamless user experience
    • Implement AI and data analytics to personalise customer interactions
    • Automate routine transactions to improve service efficiency
    • Offer virtual financial advice through secure digital channels
    • Regularly update digital platforms to incorporate customer feedback
    • Provide robust security features to protect customer data and build trust
    • Integrate chatbots for 24/7 customer assistance
    • Organise regular digital literacy sessions for customers
    • Continuously monitor and upgrade technology to stay ahead of market trends
personalizationtechnologycustomer-service-representativedata-analystinnovation-teamcommunication-team
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How to track your Strategic Map strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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