January 25, 2018

Strategic Planning Seminar

Shaping the Future Leaders of Tomorrow

Strategic planning is a way to effect immediate change to an organization. Participants of this educational workshop will learn about the fundamentals of the strategic planning process and how to develop measurable business goals, tracking the results, and implementing the plan.

The one-day workshop includes three sessions, which are facilitated by organizational development and strategic experts, who currently consult with leaders regarding the strategic planning process. The workshop offers participants a useful blend of theory and practice.

Jorge GutierrezMR. Jorge Gutierrez has served as the CEO for the BMOC GROUP since November 2011. He is a published Author and accomplished and experienced Executive Advisor, Coach, Thought Leader, Organizational Development Consultant, Leadership Developer and Leader of Leaders.

Jorge is a graduate of the US Army Sergeant Majors Academy. His education includes a B.S. and a M.S. in Management from Thomas Edison University. He served as an Adjunct Professor for Central Texas College where he taught Leadership Counseling.

Jorge is current a student and part of a cohort from Shenandoah University pursuing a doctoral degree as Doctor of Professional Studies (DProf): Organizational Leadership.

Jorge’s certifications include certificates from Villanova University as a Six Sigma Green Belt and Master Project Management Professional (MPM).

Jorge recently served as a member of the Regional Board of Directors for City National Bank and Chaired the Strategic Planning Committee as a member of the Board of Directors of the Northern Shenandoah Valley United Way. He also served as the Chairman of the Board of Veterans Community Resources.

Sharlyn Moore

Sharlyn Moore is the President and CEO for Sterling Marketing, Management and Consulting. Previous to launching her own business, Dr. Moore directed the marketing initiatives and membership growth for the National Club Association (NCA), a non-profit lobby group established to protect the best interest of the Private Club Industry. Before NCA, she managed the global customer advocacy programs for Verizon Business Information Security Solutions. During her tenure with Verizon Business, she was responsible for leading and developing global strategic customer programs across a variety of marketing initiatives, which included the development and execution of Customer Advisory Boards, as well as leveraging customer content across a variety of channels.

Prior to Verizon Business, Dr. Moore held a variety of roles within the hospitality industry to include vice president of operations, regional director of sales and marketing, and director of operations. In addition to a specialization in all aspects of operations, sales, and marketing, she assumed the fiscal responsibilities of overseeing multi-million dollar budgets, property renovations, large project management assignments, strategic marketing plan development, and the execution through various integrated marketing and public relations initiatives.

Dr. Moore has written articles regarding hospitality operations, sales and marketing, customer service expectations, and customer relationship building. She obtained her Doctorate in Management & Organizational Leadership from the University of Phoenix and M.S. degree in Clinical and Counseling Psychology; B.S. degree in Psychology; and B.A. degree in Biology (Pre-med) from Abilene Christian University in Abilene, Texas.

Session One—Fundamentals of Strategic Planning8:30a.m.

This session reviews the concepts of strategic planning, how to develop a
sustainable competitive advantage for an organization and implementation.
Other topics include:

  • Understanding what strategy and strategic planning mean to an organization.
  • Finding out how strategy moves from concept through implementation to realization.
  • Recognizing techniques companies use to assess their current and future environments, which includes environmental scanning and strategic analysis.
  • Learning how strategy creates value for customers and stakeholders.
Mid-Morning Break10:30a.m.
Session Two—Balancing Long-term and Short-term Strategy10:45a.m.

This session includes an interactive exercise that presents a rich opportunity
to observe, analyze, and critique intra-group dynamics and strategic decisionmaking
skills. During the exercise, participants will experience the challenge of
balancing long-term and short-term strategy while studying how leaders
behave in strategic situations, negotiate, analyze the competition, and process
information coming from external sources. In short, participants are
challenged as a leader, and the simulation will test the critical thinking

Lunch—On Own12:45p.m.
Session Three—Creating the Strategic Plan1:30p.m.

The final session combines proven-by-practice methods of developing a
strategic plan. Participants will gain a broader perspective of the strategic
planning process through breakout sessions, exercises, and case applications.
Other topics reviewed include:

  • Developing and managing the strategic plan process.
  • Using a case studies to examine the strategic planning process.
  • Aligning an organization with strategic planning goals by integrating strategy, objectives, metrics, and performance.



1) A certificate of completion issued by the BMOC GROUP

2) References upon request

NOTE: Participants who register at least 3 days in advance will receive their certificates the day of the workshop. Participants who register after that time will have their certificates mailed to them after the workshop.

REFUND POLICY: No refunds will be issued for requests made within 48 hours of the start of the event.