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9 strategies and tactics for Subject Matter Expert

What is Subject Matter Expert strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Subject Matter Expert strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

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

How to write your own Subject Matter Expert 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.

Subject Matter Expert strategy examples

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

Strategies and tactics for developing a Strategic Framework for University Growth

  • ⛳️ Strategy 1: Enhance Campus Infrastructure and Facilities

    • Upgrade and decorate lecture rooms and seminar spaces
    • Expand and upgrade medical, engineering, and IT laboratories
    • Develop a new library expansion project
    • Establish a second medical laboratory
    • Install a robust IT structure with green and sustainable technology
    • Open a new campus branch in a strategic location
    • Replace and upgrade university's transport vehicles
    • Collaborate with public and private sectors for infrastructure investment
    • Implement eco-friendly practices in all campus operations
    • Develop and enforce strong health and safety guidelines

  • ⛳️ Strategy 2: Foster Academic Growth and Student Engagement

    • Revise and enhance the academic curriculum regularly
    • Introduce student empowerment and development programs
    • Integrate co-curricular activities to promote holistic learning
    • Provide mentoring and tutoring systems for student support
    • Expand transformational education experiences with global outreach
    • Implement a comprehensive enrolment management plan
    • Offer competitive scholarships and financial aid
    • Encourage community engagement through volunteering and projects
    • Foster an inclusive and collaborative educational environment
    • Implement quality recruitment processes for diverse and skilled faculty

  • ⛳️ Strategy 3: Strengthen Research and Resource Management

    • Prioritise socio-economic research in university's agenda
    • Create partnerships with local and international organisations
    • Develop a strategic financial plan for sustainable funding
    • Enhance the university's internal and external communication
    • Introduce a robust monitoring and assessment framework
    • Cultivate a culture of continuous improvement and innovation
    • Strengthen the support for research activities and infrastructure
    • Develop a resource utilisation policy for efficiency
    • Organise seminars and workshops to showcase research
    • Provide training for staff on resource management and efficiencies
infrastructure-improvementacademic-excellenceuniversity-administratorcurriculum-developerinfrastructure-developmentacademic-affairs
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Strategies and tactics for developing a training module

  • ⛳️ Strategy 1: Collaborate with medical societies

    • Identify key stakeholders in each target medical society
    • Schedule meetings to discuss potential collaborations
    • Develop partnership proposals tailored to each society's needs
    • Create a communication plan for ongoing engagement with societies
    • Share success stories of TCIM integration to build interest
    • Set up a joint task force with representatives from each society
    • Define shared goals and objectives for TCIM implementation
    • Organise joint workshops or seminars on TCIM practices
    • Facilitate the exchange of resources between societies
    • Evaluate partnership effectiveness through feedback and surveys

  • ⛳️ Strategy 2: Design a comprehensive training module

    • Conduct a needs assessment to understand training gaps
    • Research best practices in existing TCIM education
    • Develop core content that aligns with residency program standards
    • Engage subject matter experts to contribute to module contents
    • Include interactive elements such as case studies and simulations
    • Pilot test the module with a small group of residents
    • Gather feedback and refine the training materials accordingly
    • Establish a certification process to recognise completion
    • Create supporting materials such as guides and handbooks
    • Regularly update the module based on new research and developments in TCIM

  • ⛳️ Strategy 3: Promote TCIM education among medical residents

    • Create a targeted marketing campaign for medical residents
    • Utilise social media to share information about the benefits of TCIM
    • Organise informational webinars to introduce TCIM concepts
    • Highlight successful case studies of TCIM in practice
    • Engage current residents as ambassadors to share their experiences
    • Offer incentives such as continuing education credits for module completion
    • Develop a mentorship programme pairing residents with TCIM practitioners
    • Run regular Q&A sessions to address questions and concerns
    • Collaborate with medical schools to include TCIM in their curricula
    • Track and report on the outcomes and impacts of TCIM training
collaborationtraining-modulemedical-practitionersubject-matter-expertmedical-societieseducational-content-development-team
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Strategies and tactics for starting an answer writing course for UPSC preparation

  • ⛳️ Strategy 1: Conduct a needs assessment

    • Survey potential students to gauge interest in the course
    • Identify key challenges students face in answer writing
    • Analyse existing UPSC answer writing courses for insights
    • Consult with subject matter experts for their input
    • Establish what resources are already available at the institute
    • Define target outcomes and benchmarks for success
    • Create a detailed report on the findings
    • Develop a profile of the ideal student participant
    • Present needs assessment findings to keen stakeholders
    • Use gathered data to refine course objectives

  • ⛳️ Strategy 2: Design the course curriculum

    • Establish a clear course structure and timeline
    • Identify key topics and skills to be covered in the course
    • Source or create instructional materials and resources
    • Develop assessment and feedback mechanisms
    • Incorporate diverse teaching methodologies to cater to different learning styles
    • Create sample answer templates and writing exercises
    • Identify and schedule guest lecturers or industry experts
    • Design interactive sessions for peer-reviewed feedback
    • Plan a pilot session for initial feedback
    • Incorporate adjustments based on pilot feedback

  • ⛳️ Strategy 3: Prepare a presentation for institute leadership

    • Draft a detailed proposal document outlining the course plan
    • Create a visual presentation summarising key points of the proposal
    • Highlight the benefits of the course to the students and the institute
    • Set measurable success metrics for the course
    • Prepare answers to potential questions and objections
    • Practice delivering the presentation with a peer
    • Present evidence from needs assessment to strengthen the proposal
    • Emphasise unique selling points of the course
    • Outline initial development and operational budget
    • Request feedback and approval for the course proposal
course-developmentneeds-assessmentcourse-designersubject-matter-expertcurriculum-development-teamassessment-team
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Strategies and tactics for training team

  • ⛳️ Strategy 1: Conduct a needs assessment

    • Survey team members to identify current skill levels
    • Identify knowledge gaps through performance metrics
    • Consult with team leaders to understand specific needs
    • Analyze industry trends to ensure relevance of training
    • Utilise feedback from previous training sessions
    • Determine priority areas for immediate improvement
    • Create a comprehensive training needs report
    • Develop a training schedule based on identified needs
    • Set clear objectives for the training programme
    • Communicate the purpose and benefits of the training to the team

  • ⛳️ Strategy 2: Develop customised training programmes

    • Design training modules tailored to identified needs
    • Select appropriate training methods (e.g., workshops, online courses)
    • Create engaging training materials and resources
    • Incorporate practical exercises and real-world scenarios
    • Schedule regular training sessions
    • Collaborate with subject matter experts for specialised content
    • Utilise technology for interactive training sessions
    • Set measurable goals and KPIs for each training module
    • Provide continuous support and resources
    • Gather and integrate feedback to refine the programme

  • ⛳️ Strategy 3: Evaluate and follow up

    • Conduct post-training assessments to measure knowledge gain
    • Gather feedback from participants on training effectiveness
    • Evaluate training performance against pre-set KPIs
    • Prepare a report on training outcomes
    • Identify areas needing further development
    • Provide additional resources or follow-up training where necessary
    • Recognise and reward progress and achievements
    • Encourage continual self-improvement among team members
    • Facilitate regular refresher courses
    • Review and update training programmes periodically
training-assessmentcustomized-trainingteam-leadersubject-matter-experttraining-teamperformance-improvement-team
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Strategies and tactics for focusing on Improving Employee Experience

  • ⛳️ Strategy 1: Create a Positive Work Environment

    • Promote a culture of respect and inclusion
    • Encourage open communication and feedback
    • Provide opportunities for collaboration through team-building activities
    • Offer flexible working arrangements to enhance work-life balance
    • Recognise and reward employees for their achievements
    • Facilitate skill development programs
    • Implement a supportive mental health program
    • Regularly survey employees for workplace satisfaction
    • Organise regular town hall meetings for transparency
    • Foster a space where creative ideas are welcome and implemented

  • ⛳️ Strategy 2: Ensure Consistent Access to Latest Information

    • Develop and regularly update a centralised knowledge base
    • Implement training to familiarise agents with the knowledge base
    • Introduce a digital interactive resource library
    • Schedule regular training sessions on industry updates
    • Utilise CRM systems to provide relevant customer data in real-time
    • Encourage peer-to-peer knowledge sharing sessions
    • Establish a protocol for rapid information dissemination
    • Provide regular updates and newsletters on industry news
    • Conduct information accuracy audits on resources
    • Integrate AI-driven tools for real-time information access

  • ⛳️ Strategy 3: Foster Employee Engagement

    • Set clear, achievable goals and metrics for performance
    • Implement a rewards program for exceeding performance targets
    • Offer personalised career development paths
    • Conduct regular one-on-one meetings with team leaders
    • Create a platform for employees to share their success stories
    • Recognise milestones and anniversaries
    • Implement wellness and mental health support programs
    • Conduct engagement surveys and act on the feedback
    • Organise social events to build camaraderie
    • Encourage cross-training to develop diverse skill sets
employee-satisfactionengagementhr-manageremployee-experience-specialisthuman-resourcesinformation-technology
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Strategies and tactics for launching synchronous medical Spanish online courses

  • ⛳️ Strategy 1: Conduct thorough market research

    • Identify target audience within the healthcare sector
    • Research existing online medical Spanish courses and their offerings
    • Survey potential users to understand their needs and preferences
    • Analyse pricing models of competitors
    • Investigate the most effective marketing strategies in the education sector
    • Evaluate the demand for synchronous learning formats
    • Explore language proficiency requirements for healthcare professionals
    • Assess the industry's technological capabilities for online courses
    • Identify potential partners and collaborators
    • Compile findings into a comprehensive market report

  • ⛳️ Strategy 2: Develop a comprehensive course curriculum

    • Define learning objectives and outcomes for the courses
    • Consult subject matter experts on medical Spanish terminology
    • Design interactive and engaging course materials
    • Incorporate multimedia elements to enhance understanding
    • Plan a series of assessments to track learner progress
    • Design the course to support different learning paces
    • Integrate real-life scenarios and role plays
    • Create supplementary resources for further practice
    • Test run the curriculum with a small group and gather feedback
    • Revise the course content based on feedback for improvement

  • ⛳️ Strategy 3: Market and launch the course effectively

    • Develop a brand identity for the course series
    • Create a dedicated website with course information and registration
    • Implement a digital marketing strategy targeting healthcare professionals
    • Leverage social media to increase visibility and engagement
    • Reach out to professional healthcare associations for partnerships
    • Offer limited-time discounts to early registrants
    • Host a free introductory webinar to showcase the course
    • Curate testimonials and endorsements from initial participants
    • Set up an online community for learners to share experiences
    • Continuously monitor marketing effectiveness and refine strategies
market-researchcourse-curriculumsubject-matter-expertdigital-marketerresearch-teammarketing-team
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Strategies and tactics for increasing Congregational Solidarity

  • ⛳️ Strategy 1: Strengthen communal spiritual practices

    • Encourage daily communal prayer and reflection within each community
    • Organise annual retreats and regular days of recollection for all Confreres
    • Appoint spiritual mentors or facilitators to guide communal spiritual exercises
    • Facilitate monthly unit assemblies focused on spiritual development
    • Develop a curriculum for spiritual self-care tailored for active ministry members
    • Incorporate traditional benedictine spiritual practices like 'Ora et Labora' into daily schedules
    • Share and celebrate success stories of effectively living our charism at unit gatherings
    • Review and reinforce accessibility of spiritual resources across communities
    • Initiate a monthly reflection group to focus on integrating personal spirituality with community life
    • Create a framework for spiritual accompaniment for Confreres in missionary fields

  • ⛳️ Strategy 2: Promote intercultural engagement and understanding

    • Facilitate inter-unit cultural exchange programs at periodic intervals
    • Conduct workshops on understanding and appreciating diverse cultural backgrounds
    • Encourage sharing of intercultural experiences in unit meetings
    • Develop resource materials on cultural sensitivity and respect
    • Organise regular intra-congregation communication sessions via digital platforms
    • Create a yearly cultural appreciation day at the general chapter or unit level
    • Build a task force to address and resolve any cross-cultural conflicts peacefully
    • Introduce a mentoring system where senior members guide new, diverse entrants
    • Collect and reflect on intercultural success stories and challenges as learning tools
    • Leverage teaching moments from una sea or cross-cultural instances constructively

  • ⛳️ Strategy 3: Build structures for effective leadership and governance

    • Design leadership training programs for all levels of leadership within the Congregation
    • Implement regular performance reviews and leadership reflections
    • Encourage participatory decision-making to involve more voices in leadership processes
    • Assess and refine current governance structures to be more inclusive and transparent
    • Host leadership symposia aimed at sharing best practices and innovation
    • Develop action plans and follow-ups for decisions made at Chapter meetings
    • Create platforms for feedback from rank-and-file members on leadership processes
    • Implement peer review processes to enhance accountability amongst leaders
    • Utilise external consultants for an objective review of governance practices
    • Initiate a leadership insights community of practice to tackle current and emerging challenges
spiritual-developmentunityspiritual-mentorintercultural-facilitatorleadership-development-teamcultural-exchange-team
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Strategies and tactics for expelling Ayanokoji Kiyotaka

  • ⛳️ Strategy 1: Form a Strategic Alliance

    • Identify students who have personal grievances against Ayanokoji and recruit them
    • Gather intelligence on Ayanokoji's weaknesses and habits from classmates
    • Create a coalition with students from other classes to build a unified front
    • Organise regular meetings to strategise collaboratively against Ayanokoji
    • Gain inside knowledge from teachers or staff who might be sympathetic
    • Establish covert communication channels to share real-time information
    • Assign roles within the alliance for gathering intelligence and implementing plans
    • Organise mock challenges to test potential strategies in a controlled setting
    • Develop psychological warfare tactics to pressure Ayanokoji into making errors
    • Consistently monitor Ayanokoji's movements and adapt strategies as needed

  • ⛳️ Strategy 2: Exploit Academic Exams

    • Form a study group to outperform Ayanokoji academically as a united effort
    • Recruit a subject matter expert to devise complex questions Ayanokoji might struggle with
    • Coordinate with teachers for insight on upcoming exams and potential challenges
    • Develop study materials that subtly mislead Ayanokoji into preparing the wrong content
    • Analyse Ayanokoji’s previous exam performances for patterns or weaknesses
    • Infiltrate environments Ayanokoji studies in under a guise of cooperation
    • Share hidden academic resources anonymously to throw Ayanokoji off balance
    • Ensure consistent top performance to surpass Ayanokoji’s scores publicly
    • Prepare and distribute a collaborative cheat-sheet among alliance members to level the field
    • Pressure Ayanokoji into over-exerting himself and risking academic burnout

  • ⛳️ Strategy 3: Social Manipulation and Isolation

    • Initiate gossip channels to subtly undermine Ayanokoji's reputation
    • Disseminate rumours that question Ayanokoji's loyalty to his class
    • Identify key allies of Ayanokoji and work to turn them against him
    • Cultivate social alliances by helping others in need and sowing distrust
    • Use social gatherings to orchestrate situations that put Ayanokoji in a negative light
    • Leverage social media to create a narrative that Ayanokoji is a destabilising force
    • Encourage prominent students to publicly challenge or question Ayanokoji
    • Stage events where Ayanokoji is isolated or left out, fostering detachment
    • Mobilise supportive teachers to passively constrict Ayanokoji's influence
    • Plan for the dissemination of false information that appears to come from Ayanokoji
strategic-allianceacademic-competitionintelligence-gatherersocial-manipulatorstrategic-coalitionstudy-group
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Strategies and tactics for expanding Sterling Tour and Travel Agency into the Kenyan Market

  • ⛳️ Strategy 1: Forge strategic partnerships

    • Identify and partner with a medium-sized Kenyan tour and travel agency
    • Leverage the local partner’s market knowledge and customer base
    • Align services to meet local cultural and tourist preferences
    • Ensure clear communication channels with partners
    • Negotiate mutually beneficial terms in partnership agreements
    • Engage local travel influencers to promote joint offerings
    • Create co-branded marketing materials with local partners
    • Host joint events and travel expos to increase brand visibility
    • Develop shared objectives and performance metrics
    • Regularly review and refine partnership strategies

  • ⛳️ Strategy 2: Adapt services to local market conditions

    • Research and understand customer preferences in Kenya
    • Develop Kenya-specific travel packages including popular destinations
    • Implement a pricing strategy that reflects local purchasing power
    • Offer flexible payment options tailored to Kenyan market needs
    • Launch culturally immersive experiences like safaris and heritage tours
    • Translate marketing materials into Swahili and other local languages
    • Align services with environmental and cultural preservation initiatives
    • Conduct training sessions for employees on local customs and practices
    • Incorporate feedback from local customers into service offerings
    • Regularly update offerings based on seasonal tourist trends

  • ⛳️ Strategy 3: Enhance marketing and brand awareness

    • Launch social media campaigns targeting Kenyan travellers
    • Partner with local influencers to widen digital reach
    • Participate in local and international travel expos
    • Utilise radio and print media to reach different demographics
    • Highlight local partnerships in marketing communications
    • Develop emotional and engaging storytelling content
    • Create promotional videos showcasing Kenyan attractions
    • Establish a customer referral programme
    • Leverage customer testimonials in marketing materials
    • Conduct surveys to measure brand awareness and adapt strategies
partnershipslocalizationstrategic-plannermarketing-specialistmarketing-teambusiness-development-team
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How to track your Subject Matter Expert 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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