Certified Strategy and Business Planning Professional



To be successful in the long-run, organizations need to define a mission and a vision, that can be cascaded down into SMART strategic and operational objectives, at all hierarchical levels. The course offers an algorithm on how this can be done, with a focus on creating strategies that are internally consistent and aligned for optimal performance. At the same time, the course offers tools for both internal and external environment scanning, that will alow companies to build strategies that are flexible and shock-absorbent, adapted to a business world that is rapidly changing. Last but not least, the course focuses on how departments can set their own strategies and action plans, that are ready-for-execution and support the overall corporate strategy.



Key business benefits – Participants in this course will:

  • • Understand the logic of strategy planning at every level of the organization;
  • • Become familiar with an easy-to-use toolkit for every step of the strategy planning process;
  • • Be ready to transfer the knowledge accumulated into their organization.

Key personal benefits – Participants in this course will:

  • • Receive structured knowledge, that can be transferred into all areas of their professional life;
  • • Get access to a network of specialists, sharing business opportunities and innovative solutions to strategy planning dilemmas;
  • • Receive a premium recognition as a Certified Strategy and Business Planning Professional.

Learning objectives



The course aims to offer participants a chance to:
• Build up a strategic mind-frame
• Understand key strategy planning concepts
• Use strategy planning tools, in individual and team exercises
• Reflect on the best practices in the field, through case studies and debates



 Day 1

Key concepts

  • Strategy defined
  • Pre-requisites of strategy planning
  • Architecture of the strategy planning process

Corporate identity

  • Impact
  • Mission
  • Values

Vision & objectives

  • Vision
  • Long-term objectives
  • Strategic (medium-term) objectives
  • Operational (short-term) objectives

Case study 1 & debriefing

 Day 2

Internal environment scanning

  • Functional, structural and strategic approaches
  • An algorithm for the strategic internal environment scan

External environment scanning

  • PESTEL analysis
  • Porter’s 5 Forces Model
  • SWOT analysis

Case study 2 & debriefing

 Day 3

Business planning

  • Cascading the strategy from the corporate level
  • Business planning at department level
  • Integrating departmental strategies and action plans within the corporate strategy

Strategy & KPIs

  • Identifying KPIs for strategic objectives
  • Setting targets for KPIs

Case study 3 & debriefing

C-SBP Certification exam



1. Course materials that consist in:

      • Course slides
      • Course notes

2. Performance Management Toolkit, containing the following templates:

      • Desired State of Evolution;
      • Strategy Map;
      • Performance Scorecard;
      • Performance Dashboard;
      • Performance Healthogram;
      • Performance Maturity Model;
      • KPI Documentation;
      • Initiatives Portfolio;
      • Initiatives Documentation;
      • Performance Management System Architecture;
      • Monthly Performance Management Process;
      • Employee Scorecard.

3. Premium Subscription on smartKPIs.com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted;

4. One research report from the Top 25 KPIs series;

5. Free access to all webinars from the 2014 – 2016 Performance Management Webinar Series



Business owners and top management
Business owners and top management professionals will acquire the knowledge and competences needed to design a strategy at the corporate level, thus increasing the performance of their organization in terms of relevant financial indicators, operational indicators, customer satisfaction indicators and employee
satisfaction indicators.

Middle management professionals
Professionals from different fields, such as finance, human resources, production, logistics, marketing & sales and others, will acquire the knowledge and competences to design and implement a strategy for their department, that supports and is aligned to the organizational strategy.

Consultants and academia
These participants get a chance to validate and certify worldwide their knowledge and competences in assisting organizati ons with their strategy and business planning processes at all levels. By attending the course, they also join a network of professionals in the field and get into direct contact with companies potentially interested in their services.



Radu Cocean – Subject Matter Expert Profile – The KPI Institute

Radu Cocean is a trainer, consultant, facilitator and coach in the field of Strategy and Business Planning, with over 17 years of hands-on experience.
As a trainer, he has delivered The KPI Institute’s Certified Strategy and Business Planning Professional course, both as in-house (mainly for large companies) and as open training programs. Since 2010, he is an accredited Trainer (certified by the National Qualifications Authority in Romania) and has successfully completed the American Society for Training & Development Master Trainer Program (2014).
As a consultant, Radu has worked as part of teams that drafted developement strategies and spatial plans for public bodies and local administration. He has done so since 2001, at both international, national, regional, county and local level. He is now the Head of the Consulting Division in the KPI Institute.
As a facilitator, Radu has managed public consultation meetings – his approach is participatory planning, making sure that all stakeholders have their say and economic, social and environmental goals are balanced in an integrated, durable way.
As a management consultant, he has worked with private companies (mainly SMEs), helping them shape business plans required to access European funds – which has offered him insight on how strategies get implemented through successful projects. He is an accredited Project Manager (certified by the National Qualifications Authority in Romania) since 2011.
As a strategy coach, he has worked with start-ups, helping them put their priorities in order, develop strategies and operational plans and manage implementation smoothly.

Learning experience




This part of the learning experience is meant to ensure a smooth transition to the face to face training. For a successful learning experience, it is highly recommended to take the following steps:

  • Introduction – share a message to introduce yourself to the other participants in an online group;
  • Pre-course evaluation – complete a needs analysis by answering a short quiz to establish the current level of knowledge and a section to share expectations. As a part of this self-evaluation, participants can establish personal learning objectives for this training;
  • Prerequisite reading – review several materials, including topics such as history, management theories. Also, KPI definitions should be reviewed before the core course, in order to gain a more holistic view upon the subject and to create a common knowledge base related to strategic planning;
  • Guidance and schedule – read a document presenting guidelines on how to maximize your learning experience, by using all the resources offered, as well as a recommended learning schedule.


Core Course

During the five days of face-to-face training, the course is designed to facilitate experiential learning and ensure a high level of interactivity. Exercises used to enhance the development of the competency range from simple matching of concepts to extensive analyses of case studies. The learning experience consists of:

  • Applying concepts in practical exercises;
  • Analyzing case studies and identifying solutions;
  • Using templates to develop performance measurement instruments;
  • Sharing experiences and best practices;
  • Constantly evaluating participants’ knowledge, through short quizzes to support the final test.



After the course, participants are offered the resources and the platforms that will encourage both knowledge improvement and experience sharing. The after-course learning experience is comprised of:

  • Action plan – submit a plan to state the changes you intend to make in your department or organization in terms of Strategy Planning, 3 days after the training course;
  • In-house presentation – submit a PowerPoint presentation that you will deliver within your organization, on key topics covered during the training course;
  • Additional reading – read a list of resources (books, articles and videos), meant at ensuring a continuous learning experience;
  • Follow-up – fill in a survey, 3 months after the course, to determine what you have successfully applied within your organization, as a result of attending the training course.



At the end of the core-course, each participant will receive:

  1. Certificate of Attendance (hard copy): after participating at the 3 days of on-site training course;
  2. Certificate of Completion (soft copy): after passing the Certification Exam;
  3. Certified Strategy and Business Planning Professional diploma (hard copy): after you have successfully completed all of the 3 stages of the learning experience.


  1. Catalogues: KPI Documentation Forms, Dashboards and Scorecards;
  2. The qualitative reports Performance Management in 2012 and Performance Management in 2013;
  3. Video doodles: “What is a KPI, a KRI and Metrics”, “What is a Dashboard”, “What is a Scorecard”, “Understanding the KPI Documentation Form”;
  4. Other resources: consisting in videos, whitepapers or case studies relevant for strategic planning.



You can check our course locations and dates here.



European Division

Sibiu Office

T: +40 3 6942 6935

M: +40 7 4706 0997

[email protected]

Middle East Division

Dubai Office

T: +971 4 311 6556

M: +971 55 787 6427

[email protected]

SE Asia Division

Kuala Lumpur Office

T: +60 3 2742 1357

M: +60 125 911366

[email protected]


Melbourne Office

T: +61 3 9028 2223

M: +61 4 2456 8088

[email protected]