Strategic Management Health Assessment

Is Your Organization Strategically Healthy? Let’s Find Out.

A strong strategy is only as good as its execution. Many organizations have strategic plans that look great on paper but struggle to translate those plans into action. The Strategy Management Group (SMG) Strategy Management Health Assessment is designed to help you identify where your strategy is thriving—and where it needs attention.

Whether you’re just getting started or looking to improve an existing system, this diagnostic tool provides a clear, evidence-based view of how well your strategic management processes are working.

What is the Strategy Management Health Assessment?

The Strategy Management Health Assessment is a service developed by SMG to evaluate how effectively your organization develops, implements, and manages strategy. Based on decades of experience and aligned with best practices like the Nine Steps to Success™ framework, this assessment provides valuable insights to guide your next steps.

Our expert consultants analyze your current capabilities across key dimensions such as:

• Strategic Planning
• Performance Measurement
• Strategy Execution
• Governance & Accountability
• Strategic Communication
• Culture & Engagement

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Why This Assessment Matters

Too many organizations waste time and resources on strategies that never gain traction. The Health Assessment helps you:

• Benchmark your current practices against global best practices
• Identify critical gaps that may be undermining your progress
• Gain clarity on where to focus your improvement efforts
• Engage leadership and stakeholders in meaningful dialogue
• Set the stage for long-term strategic success

It’s not just an evaluation—it’s a catalyst for change.

Getting Started: Strategy Management Maturity Assessment Survey

Developed by the Strategy Management Group, the Strategic Management Health Assessment is a proven, survey-based assessment that examines how well your organization formulates, executes, and sustains strategy across five levels of maturity in the following key dimensions of strategy management:

• Strategic Thinking and Planning
• Leadership and Governance
• Performance Culture and Change Management
• Alignment and Operationalizing Strategy
• Process improvement
• Performance Reporting, Analyzing, and Informing
• Strategic Project and Portfolio Management
• Sustainability

This maturity model—based on decades of practical experience—helps you understand not just where you are, but what it takes to get to the next level.

Gap Analysis: Identifying What’s Missing, Maximizing What’s Working

At the heart of the Strategic Management Health Assessment is a structured Gap Analysis, conducted by an experienced Strategy Management Group consultant. This expert-led process benchmarks your current strategic planning and performance management practices against international best practices, including the Nine Steps to Success™ methodology. Through interviews, document reviews, and structured diagnostics, we assess how well your current system supports strategic execution, alignment, and decision-making.

The result is a Gap Assessment Report that visually maps where your current approach aligns with proven practices—and where critical gaps exist. (See an excerpt in Figure 1 below) This report doesn’t just point out problems—it provides clear, actionable recommendations for improvement. Each recommendation is discussed in detail, with examples, practical tools, and context to help your team evaluate the benefits and implications of each enhancement. Importantly, we tailor all recommendations to build on the strategic work you’ve already done, ensuring improvements are realistic, relevant, and high-impact.
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Figure 1: Strategy Gap Assessment

From Insights to Action: Roadmap, Recommendations, and Executive Engagement

Following the gap analysis, our team will guide you in developing a customized improvement roadmap and timeline to strengthen your strategic management system. We focus on integrating only the strategy components that are appropriate for your situation—never starting from scratch unless necessary.

To ensure leadership alignment and understanding, the assessment includes an on-site visit and a 1–2 hour executive education session for senior leaders and managers. This interactive session delivers a high-level overview of best practices in strategic planning, balanced scorecard development, performance measurement, change management, and cascading strategies. We tailor the session to your organization’s maturity level and current needs, helping leaders make informed decisions about next steps.

Sample discussion topics include:

• What makes a strategic plan strategic—not just a collection of actions and KPIs
• How to refresh outdated scorecards and integrate modern strategic management practices
• How a strategy management system improves strategic alignment, decision-making, and accountability
• How to choose and implement dashboarding software effectively
• Common pitfalls in strategy execution—and how to avoid them

By the end of this process, your leadership team will have the insight, alignment, and tools needed to take strategy management to the next level.

How to Move Forward

If you are interested in an assessment and recommendations on next steps to take to improve strategic performance, you may contact us in the form below. We will contact you to discuss further steps to achieve a breakthrough in strategic performance.