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Strategy SessionsEvent Speaking

 

  Launch an Initiative, Adjust Strategy, Measure Progress

 
 
 

Sample Strategy Session Components:

 
Expertise includes DCIO, rollover, retirement income
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Market Overview

o     Market Size and Scope

o     Historical & Forecast Growth

o     Market Segmentation

o     Profitability Assessment

Client Value Proposition

o     Assessment of Strengths & Weaknesses

Competitive Landscape Analysis

o     Market Share Leaders

o     Product Strategy/Opportunity

o     Distribution Channel Analysis

Customer Needs Analysis

Success Metrics

Brainstorm Solutions & Impediments

Client Resource Assessment

Idea Prioritization

Next Steps

Our Strategy Sessions take the data and analysis out of our research reports and into your boardroom. These half- or full-day sessions are designed to inform, facilitate discussion, and fuel planning efforts - creating the momentum necessary for change. Executives utilize these meetings to enhance their understanding of essential facts about the market environment and the opportunities and challenges facing them, and to begin the strategic planning process.

Offered for small groups, such as the heads of business unit sales of marketing, or for cross-company task forces, such as in the area of retirement income, our strategy sessions are typically used to launch an initiative or to measure progress, and to sometimes adjust current strategy.

Sessions typically begin with an interactive presentation of Sway Research’s market data and analysis to educate the group on the current environment and growth forecasts, which places everyone on the same page. From there the meeting can be very flexible shifting from Q&A to discussion and the brainstorming of next steps, or it can be tightly scheduled to allow for additional presentations interspersed with discussion and ideation segments.

On the right is a list of sample strategy session components. For additional details, or to discuss a strategy session designed for your specific needs, please contact us.

 

 
 
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