How FastTrack™ Works
Move from vision to results through a proven step-by-step process. Use AI guidance as you work at your own pace, or add expert consulting and coaching to accelerate success.
Your Strategic Journey, Simplified
FastTrack™ guides you through the essential phases of strategic planning and plan execution, with each step building intelligently on the previous one.
Unlike traditional planning that ends with a document, FastTrack™ includes comprehensive implementation tools to ensure your plan becomes reality.
Work your way: Follow our proven sequence step-by-step, or jump to the sections most relevant to your current needs. Save your progress anytime and return when ready.
1. Understand Your Current Reality
Every successful strategy begins with a clear understanding of where you are today.
FastTrack™ helps you assess your organization across key dimensions—business assessment, financial performance, competitive positioning, business models, stakeholder perspectives, and emerging trends—so your strategy is grounded in facts, insight and foresight.
2. Define the Future You Want to Achieve
Strategy begins with a compelling vision.
Using Kai AI, guided questions, and the VisionLens™ evaluator, you can refine an existing vision or generate new possibilities. Evaluate alternative visions, score them using structured criteria, and select the future that best reflects your organization’s ambitions and capabilities.
3. Build the Strategy to Reach It
Once your destination is clear, FastTrack™ helps you design the strategy to reach it.
Identify strategic gaps, define strategic goals and strategies across your key focus areas, and translate these strategies into concrete 12-month action steps with owners and timelines, objectives, and KPIs.
4. Turn Strategy into Action
Many plans stop here. FastTrack™ has you test the quality of your plan, evaluate implementation readiness, and create an implementation plan.
The system tracks your action steps, KPIs, financial ratios, milestones, and strategic objectives in a real-time implementation dashboard, ensuring strategy becomes part of day-to-day leadership, decision-making, and focused action.
5. Assess Results and Adapt
Strategy is not a one-time exercise—it is an ongoing discipline.
FastTrack™ supports structured monthly check-ins, quarterly assessments, and annual replanning so your strategy stays relevant and continues to drive positive results as conditions change.
Work at Your Own Pace
No rigid timelines or prescriptive process—you control the pace!
One of the beauties of FastTrack™ is complete flexibility. Unlike consultant-driven processes with fixed schedules, you work when it fits YOUR schedule. Some organizations complete their plan in a week, others take several months—both approaches work perfectly.
Here's a sample timeline with sequencing and suggested time allocations
Phase 1: Assessment & Analysis
Suggested: 2-4 hours total
Complete your business assessment, analyze your environment, evaluate competitors, and reach out for stakeholder input.
Take a day, a week, or spread it out—your choice!
Phase 2: Strategic Foundation
Suggested: 3-5 hours total
Build your SWOT analysis, create your vision, identify strategic gaps, and develop goals by strategy area.
In conjunction with Phase 3, perfect for a planning retreat or multiple sessions.
Phase 3: Strategies & Actions
Suggested: 3-5 hours total
Develop strategies, set objectives and KPIs, create SMART action steps, and build your implementation plan.
In conjunction with Phase 2, perfect for a planning retreat or multiple sessions.
Ongoing: Implementation
Suggested: 1-2 hours a month
Track progress, update dashboards, conduct check-ins, and adjust as needed.
Track monthly, assess and update quarterly, replan annually.
Remember: Save your progress whenever you want. Start and stop on YOUR schedule!
Detailed Process Walkthrough
1
2
Prepare to Plan
Understand where you are today and what's shaping your future
Initial
Setup
Set plan time horizon, select organization type, name the plan, and tailor strategy areas to type
Strategic
Foresight
Identify trends, uncertainties, and emerging forces creating opportunities and threats
Strategies
by Area
Generate, rate, and select the strategies that will result in achievement of your strategic goals.
3
Business Assessment
Rate your organization across key dimensions to identify strengths and weaknesses
Stakeholder
Input
Gather key stakeholder perspectives for a reality-based plan that has the support needed to succeed
Strategic
Objectives
Define and map your objectives, the big outcomes you must achieve to fulfill your vision
Financial
Analysis
Analyze financial health, direction, and options through financial ratios and financial modeling.
Competitive
Analysis
Analyze competitors or competitor classes to see strategic positioning and what’s needed to compete
Business
Model
Understand and align how your organization can best compete and win and deliver value to customers.
SWOT
Analysis
Synthesize insights into prioritized strengths, weaknesses, opportunities, and threats
Create Your Plan
Transform insights into a clear strategic direction and the best path forward.
Mission &
Values
Affirm or refine the mission and core values driving the “why” of your organization and its culture
Vision
Creation
Use AI and evaluation tools to develop an inspiring vision of future success to focus the plan on achieving
Strategic
Gaps
Identify what’s in the way of achieving your vision and potential remedies for these obstacles
Key Performance Indicators
Create a set of KPIs with targets to use for measuring progress toward key quantifiable objectives.
Strategic Goals
by Area
Define, rate, and adopt the key strategic goals that will define success in each strategy area
12-Month
Action Steps
Translate strategies into specific, sequenced actions with owners and timelines to drive plan execution.
Implementation
Plan
Define responsibilities, timelines, milestones, resources, communication, and risk mitigation
Implement Your Plan
Turn strategy into action with tracking and accountability
Monthly
Check-Ins
Run guided reviews of action steps and KPIs to spot roadblocks and make adjustments
Implementation Readiness
Verify plan completeness, test financial feasibility, and assess readiness for plan execution
Implementation Dashboard
Track real-time progress for action steps, KPIs, financial ratios, milestones, and objectives
Quarterly Assessments
Conduct deeper 90-day reviews to correct what isn’t working, and set the next quarter’s priorities
Annual
Replanning
Review plan execution results and refresh goals, strategies, action steps, and KPIs for next year
Unique Ways That FastTrack™ Powers Strategic Success
AI Assistant "Kai"
Sharpen your thinking at every step.
Get examples, challenge assumptions, explore alternatives, and refine your strategy with AI guidance whenever you need it.
Strategic Intelligence Tools
Turn data and insight into strategic clarity.
Evaluate trends, competitors, business models, and SWOT factors using structured tools used by professional strategists.
VisionLens™ Vision Evaluator
Craft a compelling vision worth pursuing.
Generate alternative vision statements, evaluate them with structured scoring, and select the strongest attainable future.
Living Implementation Dashboard
Monitor execution progress in real time.
Track action steps, KPIs, financial indicators, milestones, and strategic goals.
How Each Tier Works
Self-Directed
Sign up & get immediate access
Follow guided process
Use Kai AI for help
Create your plan
Track implementation
You lead the planning process and implementation with system and AI guidance
Fast Start
Sign up & schedule consultation
Initial consulting session
Work through platform based on strategy consultant guidance
Mid-point consultation
Final review & implementation setup
Implement, track, and assess independently
Expert guidance during plan creation to assure a great plan that you then implement
Coached
Sign up & schedule consultation
Initial consulting session
Work through platform based on strategy consultant guidance
Mid-point consultation
Final review & implementation setup
Monthly coaching sessions begin
Accountability check-ins
Navigate obstacles together
Quarterly reviews
Annual assessment
An ongoing partnership for successful implementation of a great plan
Ready to Start Your Strategic Journey?
Achieve your vision with FastTrack™!
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