Strategic Planning and Execution

Our Strategic Planning and Execution programs can help your leadership team to maintain focus on key objectives and resolve issues quickly to improve the overall performance of your company.

Strategic Advisory Program

If you already have a strategic planning process and are looking for an external perspective from someone with extensive experience in the system integration business to help formulate and validate your plans, ask one of our Management Consultants to join your Strategy Team as an advisor, or even just as sounding board to:

  • Help your ownership with strategic planning and execution
  • Identify and overcome your growth challenges
  • Help you improve your offerings to deliver growth and profitability
  • Recognize industry trends and success factors.
  • Develop and coach your leaders

Our team here at Exotek bring knowledge from direct hands-on experience in engineering and control automation. Our consultants have owned integration firms, delivered large-scale projects, and managed successful companies. In other words, we understand your business and we understand your industry. More importantly, you can use all this knowledge to your advantage. Whether you need help getting back on track or planning for growth in the future, Exotek is here to help. Here’s an overview of our Strategic Advisory Program.

Strategic Facilitation Program

We start with a two-day engagement to help you formulate or update your current strategic plan.

Quarterly Reviews

Then, each quarter, Exotek facilitates a review of last quarter’s priorities, a check of vision alignment, the resolution of current issues, and the establishment of next 90-day priorities. By the end of the day-long session, your leadership team will be goal-aligned with clear priorities and accountability.

Ongoing Consultation

As part of this offering, we also make ourselves available for consultation calls throughout the quarter as necessary.

Additional Strategic Planning and Execution Options

Strategy to Execution

We facilitate your efforts to make the right choices about your company’s purpose, your customers, your goals, and your resources. It isn’t a single event, but rather an integral part of an on-going process that you review annually, then modify as needed, and use throughout the year to drive your organization forward.

Jim Campbell

Exotek moderated our strategic planning last year and did a great job keeping us on track, working through sticking points, and leaving us with actionable items. We followed many of the Traction principles and found it to be a worthwhile blend of long-term planning and short-term, realistic goals.

Jim Campbell
President, Viewpoint Systems
Markus Solbach, Noffz

We have increased our business with double digit growth each year and we doubled our head count since working with Exotek.

Markus Solbach
Managing Partner, Noffz
Frank B. Riordan, DMC, Inc.

During the past five years of working with Exotek, DMC has expanded from one to five offices, from less than 30 people to over 100, and more than tripled our revenue and profits. Exotek’s vast industry knowledge, keen perspective and spot-on advice is a big part of that growth.

Frank B. Riordan
President, DMC, Inc.
Alan Smith, Amfax

As Amfax pumped an increased number of projects through an incrementally changing ‘flat structure’, we could not achieve sustained growth and kept bouncing off the $5-7 M ceiling. The support, insight and vision offered by Exotek during the thorough audits provided an action plan for our improvements to deliver 200% growth in 5 years.

Alan Smith
Managing Director, Amfax
VI Engineering Logo

Exotek has helped VIE on best practices, stabilizing our business model, improving our organization, and adopting performance metrics. Benefits included doubled profits, low turnover rate, strong balance sheet, no debt, and more than adequate reserves. We strengthened our customer relationships and elevate our strategic thinking to better serve our changing marketplace. Exotek has been a real asset.

Bob Jacobs
Founder and Board Chairman, VI Engineering, Inc.

“Companies can get by with sloppy execution if they have a killer strategy or highly dedicated people willing to work 18-hour days, eight days per week to cover up all the slop… if you are the latter, just recognize you’re wasting a lot of profitability and time (i.e., you’ll burn both cash and people in the process)!”

-Verne Harnish, Scaling Up®

Let’s Talk More about Growing Your Company

Download Free Resources

Getting Focused in Your Business Strategy
Getting Focused in Your Business Strategy
Leadership vs. Management
Leadership vs. Management
Common Hurdles to System Integrator Growth
Common Hurdles to System Integrator Growth
Foundational Elements of a Strategic Plan
Foundational Elements of a Strategic Plan
Getting the Most out of Strategic Planning
Getting the Most out of Strategic Planning
Are You a Visionary or an Integrator?
Are You a Visionary or an Integrator?
Strategic Advisory Program
Strategic Advisory Program
Download Request – Ramping Up in the New Normal
Download Request – Ramping Up in the New Normal
Download Request – Developing High Performance Teams
Download Request – Developing High Performance Teams
Download Request – Getting Focused
Download Request – Getting Focused