Strategy DevelopmentStandard Methodology

Sequence in Strategy Development

The principle that strategy development typically flows top-down from corporate strategy to business-unit and functional strategy, and that even where a functional strategy is the immediate trigger, the overall corporate strategy must be defined (or confirmed) first to keep the organisation aligned to a common direction.

What it is

Guidance on the correct order of strategy development work: corporate strategy first, then business-unit strategy, then functional strategy, even when a project is scoped to start at a lower level.

Problem it solves

Prevents functional or business-unit strategies being developed in a vacuum, disconnected from an overarching corporate direction.

When to use

  • Scoping a multi-level strategy engagement
  • A functional strategy (e.g. IT, HR) request arrives without a confirmed corporate strategy

Key questions

  • Has the corporate strategy been defined or confirmed before this functional/business-unit strategy work begins?

Inputs

  • Existing corporate strategy (if any)
  • Scope of the requested engagement

Steps

  1. 1Confirm or define corporate strategyStrategy typically flows top to bottom, beginning with corporate strategy.
  2. 2Develop business unit strategyAlign business-unit strategy to the confirmed corporate direction.
  3. 3Develop functional strategyTranslate business-unit strategy into functional strategy, even where the functional strategy was the original request.

Outputs

  • A correctly sequenced set of corporate, business-unit and functional strategies
strategy sequencingcorporate strategybusiness unit strategyfunctional strategy
Custodian: Corporate Support. Internal (staff access). Source: AIA_Methodologies_2024.pptx (slides 11, 12).