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"Anyone can count the seeds in an apple...Only God can count the apples in a seed"  -Tom Paterson



The Tom Paterson Process:
A fresh way of leading and managing the whole organization...
rather than a bucket of parts.


Effective strategic planning is a facilitation process which draws from an organization truth, vision, core issues, action plans, and breakthrough ideas that take companies to new levels of profitability. The Paterson Process is a unique methodology for developing strategic operating plans. We facilitate a Strategic Operating Plan with clients over a 2-3 day period and provide ongoing coaching support for the organizational leaders to implement the great ideas into breakthrough behavior.
Every management module of our strategic plans are an application of business system management principles. This all leads to a Breakthrough Formula-the power to create innovation and breakthrough. Through system teamwork, a new potential is released with astonishing results.

When completed, The Paterson Process includes a Play-book and the Plan on a Page allowing team members to review and monitor key elements of the plan summarized on one page presenting:
  • Mission & Key Assumptions (Strategic, Operational, Financial)
  • Vision
  • Core Strategies
  • Strategic & Action Initiatives
  • Strategic Control Panel
The end result is a powerful, state-of-the-art Strategic Operating Plan straight forward, with room for expansion, that has helped companies and institutions in the U.S. and abroad achieve a pattern of profitable, consistent growth.

Benefits of the Tom Paterson Strategic Operating Process
  • Most cost effective strategic planning process
  • Goal to get teams to a level of unconscious competence - in relationship to institutionalizing the good processes of a company
  • This process helps people to think with accountability
  • This process can be used for problem solving of any type.
  • Managing The Whole - eliminates Silos
  • Filter for potential acquisitions, projects, and other opportunities.
  • Time is a (the) most valuable strategic resource.
  • Makes Waste VISIBLE and takes out the WASTE
  • Put format/ process/ structure on Brainstorming to bring the wisdom of the group out to create breakthrough
  • Makes work visible that was invisible
  • Reduces fires (crisis/ chaos)
  • This Planning process is - not more work - it is a new way to get work done. It is an overlay - until it becomes the new way.
  • Teaches and advances people in their strategic thinking
  • Distinguishes and celebrates the uniqueness (of individuals, teams, departments, organizations) and the need for strategic, operational and financial thinking
  • Action Learning Team Building & Leadership Development

Learn More

To learn more about our approach to Strategic Planning, download the Strategic Operating Plans Summary (196KB) and Strategic Planning with Red Point (480KB).

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