PDM Meeting Information

Please see the details below for the free online May 8, 2025 Professional Development Meeting. The meeting start time is 7:00 pm.

For this month's PDM we will be offering a course through LinkedIn Learning:  Theory of Constraints

Strategic Planning: Case Studies

Instructor: Mike Figliuolo

Have you ever wanted to see strategic planning frameworks applied to real situations? Would you find it helpful to see an integrated strategic case study for an organization like yours? Go more deeply into the strategic planning process by diving into three real-world cases studies. Join instructor Mike Figliuolo as he shares examples from a consumer goods business, a professional services company, and a nonprofit organization. For each case he shares five key aspects of the strategy planning process: defining the strategic environment, determining how to compete, evaluating and prioritizing opportunities, assessing the initiative portfolio, and organizing and allocating resources. Use these thorough examples to think through how you would apply strategic planning to your own organization.

Learning objectives

  • Analyze the application of strategy in different business contexts using Porter's Five Forces.

  • Evaluate market participants and external environmental factors affecting organizational strategy.

  • Apply strategic assessment tools to identify strengths, weaknesses, opportunities, and threats (SWOT analysis).

  • Develop competitive strategies by applying advantages like brand strength and market position.

  • Formulate initiatives that align with organizational strategy and prioritize them using strategic filters.

  • Plan resource allocation to ensure strategic initiatives are successfully executed.

  • Organize and diversify initiative portfolios to balance risk and timing.

  • Interpret the impact of market dynamics on strategic decision-making.

  • Justify strategic shifts to align with organizational vision and mission.