Strategic Planning

Stack’d was engaged by an organization formed by a recent transaction combining two significant REITs in the Canadian market. The newly-formed organization needed to develop a 5-year Strategic Plan that reflected its unique capabilities and the long-term opportunities it could pursue, while also ensuring the organization realized the expected shorter-term value from the transaction.

To create a plan that balanced both short and long-term priorities, the Stack’d team:

1. Engaged the senior leadership team in a series of workshops to clearly define the organization’s desired future state and the critical internal and external factors required to achieve it.
2. Developed a pragmatic plan to achieve this desired future state.
3. Reviewed content with Board members throughout project to ensure alignment and buy-in.

The Strategic Plan was approved by the Board and is actively being executed on by the organization, with markets reflecting measurable improvements to shareholder value. The organization continues to engage Stack’d annually to review the environment, assumptions, and progress to plan to ensure it remains relevant and effective.