The Ultimate Planning Toolkit

Strategic Planning Cost Benefit Toolkit

Optimize your strategic planning with the ultimate toolkit

How It Works:Strategy

  • Discover your corporate strengths and weaknesses
  • Discover your external threats and opportunity
  • Assess, discover, and validate your current position
  • Build your strategic plan
  • Set goals using proven best practices
  • Organize plans into roadmaps that deliver measurable capability
  • Succeed achieving maximum value and results
  • Dynamic intelligent monitoring tools
  • Align programs and projects to plans and goals
  • Plan better as a team
  • Make better decisions


You are now empowered to excel and achieve your goals with less uncertainty and risks.
Discover your current situation, Plan with your entire team and determine your goals, Analyze and Decide, and then Monitor progress.


Use the cbCrunch discovery tools to understand your current situation and business environment.
Before planning where you want to be, it is important to understand where you are.

Understand the forces close to your company that affect its ability to serve its customers and make a profit. A change in any of the forces normally requires a business unit to re-assess the marketplace given the overall change in industry information.

Develop a strong business strategy by making sure you’ve considered all of your business’s strengths and weaknesses, as well as the opportunities and threats it faces in the marketplace.

Assess external factors in relation to your business situation. A PEST analysis helps you determine how these factors will affect the performance and activities of your business in the long-term.


Our social collaboration framework empowers your team to contribute to the strategic planning process. Share documents, media, and information. Capture and discuss ideas. Get maximum strategic input from the people that know and drive your organization


Use the discovery process to understand the organization and business environment. Set and establish strategic goals using our proven best practices approach.

Brainstorm and organize initiatives to get from your current position to your goal. Collaborate with your team to get feedback and ideas.


Create and prioritize projects, programs, and opportunities that contribute to building your organization and reaching your goals.

Analyze your initiatives. Create different versions of your initiatives. Change some of the key features. Prioritize. Understand. Evaluate. Perform financial and resource analysis. Run simulations.


After the detailed discovery process, collaborative planning, and deep analysis, your decision will have lower risks and less uncertainty. Decision making just got easy.


Capabilities and performance indicators are SMART (Specific, Measurable, Achievable, Relevant, Time-bound). cbCrunch embeds SMART indicators into your goals so that you can measure progress and efficiency.

Measure progress at key points in the journey. Provide feedback to indicate goals that are on-target, slightly-off, or require adjustment and attention. Use the roadmap to know what has been completed and priority items that are next in-line for activation and execution.

cbCrunch dashboards provide real-time information and feedback. Stakeholders and team-members have total visibility into projects, programs, portfolios, and strategic initiatives. This saves time, results in greater productivity, creates opportunity to adjust initiatives, and increase your chance of success.