The document outlines a company's strategic plan, including a review and update of its 3-year plan, mission, and envisioned future state. It discusses goals for annual plans, operating systems, culture and values. It also provides details on the current and envisioned states for customers, go-to-market strategies, and product strategies over the next 3 years. The 10-year Big Hairy Audacious Goal is also presented, aiming for the company's platforms to power 25% of the world's business and for its target users to use the product daily.

1. Strategic Plan
Review and Update

2. 3-Year Plan

3. Mission
Future
State
Annual Plans & Goals
Operating System & Communication
Culture & Values
Changes every 10 years
Unless radical business shift.10
Never changes
Updated annually
More frequently if big event/acquisition etc.1
Updated annually
May be more frequently if big event/acquisition etc.
Connect Current State to Envisioned Future State.
1
Updated annually
May be more frequently if big event/acquisition etc.
Support Achievement of Strategic Growth Initiatives &
General Business Goals.
1
Updated annually &
sometimes quarterly
Support SGIs & Corporate Goals.
1
Updated annually &
6-month check-in.Support
SGIs & Corporate Goals.1
Mission
10-Year Big
BHAG
3-Year
Envisioned
Future State
Strategic Growth
Initiatives (SGIs)
Annual Corporate Goals
Functional & Departmental Goals
Individual & Team Goals
Communication
Operating System
Culture Plan
Core Values
1
Never changes
Annual updates
Quarterly updates
Evolves with
company
Planned
adjustments
Strategic
Plan

4. Customers Served
Today
Geos Customers/RevBuyersTarget Market
Small/MediumUnited States
Global Large
Enterprises
IT Departments
Business Managers
4,000 companies
60% Gross Margin

5. Customers Served
3 years
Geos Customers/RevBuyersTarget Market
Small/MediumUnited States
Global Large
Enterprises
IT Departments
Business Managers
4,000 companies
60% Gross Margin

6. Go-To-Market
Today
Sales Model MarketingIntegrators
Direct
Reseller
1 of top 5 Thought-Leadership
Events
Account-Based Marketing

7. Go-To-Market
3 years
Sales Model MarketingIntegrators
Direct
Reseller
3 of top 5 Thought-Leadership
Events
Account-Based Marketing

8. Product Strategy
Today
Agent
Portal
Channels
Web
Mobile
Chatbot
Tools/Data
Analytics
Dashboard
Data
Market
Reporting
Functional
Support
Horizontal
Accounts-
Payable
HR
Manu-
facturing
Marketing
Finance
UI
User-Specific
Std Widgets
Custom Widgets
Following
In-app promo
BA
Configurator
Operator
Console
App Builder
Developer
SDK
System
Adapters
Data
Adapters
Configuration/
Integration
Localized
US
Canada
UK
Europe
APAC
AI/ML

9. Product Strategy
3 Years
Agent
Portal
Channels
Web
Mobile
Chatbot
Tools/Data
Analytics
Dashboard
Data
Market
Reporting
Functional
Support
Horizontal
Accounts-
Payable
HR
Manu-
facturing
Marketing
Finance
UI
User-Specific
Std Widgets
Custom Widgets
Following
In-app promo
BA
Configurator
Operator
Console
App Builder
Developer
SDK
System
Adapters
Data
Adapters
Configuration/
Integration
Localized
US
Canada
UK
Europe
APAC
AI/ML

10. 10 Year BHAG
25% of
world’s
business
runs through
our platforms
50% of Our
target users
use our
product each
day
World’s
100 Largest
Companies
our product

11. ENVISIONED
FUTURE STATE
CURRENT
STATE
BHAG
MISSION!
Our Destination

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