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ORGANIZATIONAL EFFICIENCY PLANNING AT CAPRATEK. ALIGNING LEADERSHIP, IT, AND MARKETING THROUGH STRATEGIC PLANNING Carolyn Washington-Maybin DBFPX-8405 15 November 2025.
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ELEVATOR PITCH. Importance of strategic planning Need for aligned goals and KPIs Role of coordinated leadership, IT, and marketing Introduction of the Balanced Scorecard.
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IMPORTANCE OF BUSINESS PLANNING. Provides direction and strategic focus Allocates resources effectively Supports innovation in competitive markets Reduces risk through structured decision-making.
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ORGANIZATIONAL GOALS AND OBJECTIVES. Goals reflect CapraTek’s mission and vision Objectives translate goals into measurable steps Examples: system integration reliability; time-to-market targets; customer adoption rates.
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KEY PERFORMANCE INDICATORS (KPIs). Product development cycle time IT system uptime and incident resolution Customer acquisition and retention Marketing conversion performance.
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BUSINESS PLANNING PROCESS. Environmental analysis Strategy formulation Goal and KPI development Implementation and monitoring.
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COMPONENTS OF A BUSINESS PLAN. Executive summary Market analysis Operational plan Financial projections Risk management.
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COMPONENTS OF A TECHNOLOGY PLAN. IT infrastructure assessment System integration roadmap Data security measures Technology lifecycle management.
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COMPONENTS OF A MARKETING PLAN. Market segmentation and positioning Promotion strategy Customer experience measures Brand communication strategy.
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BEST PRACTICES FOR BUSINESS PLANNING. Align plans with mission and vision Use evidence-based decision-making Integrate cross-department communication Monitor KPIs consistently.
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BALANCED SCORECARD MODEL. Financial Customer Internal process Learning and growth.
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APPLYING THE BALANCED SCORECARD TO CAPRATEK. Financial: increase revenue from smart-home product line Customer: improve satisfaction with system reliability Internal: reduce integration errors Learning: enhance IT and marketing skill development.
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LEADERSHIP’S ROLE IN PLANNING. Set strategic direction Promote collaboration Build flexible teams Reinforce accountability.
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IT’s ROLE IN PLANNING. Enable system reliability Support data-driven processes Integrate platforms Enhance cybersecurity.
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MARKETING’S ROLE IN PLANNING. Build customer understanding Communicate product value Track customer KPIs Support revenue growth.
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REFERENCES. Bryson, J. M. (2018). Strategic planning for public and nonprofit organizations. Wiley. Doran, G. T. (1981). There’s a S.M.A.R.T. way to write management’s goals and objectives. Management Review, 70(11), 35–36. Kaplan, R. S., & Norton, D. P. (1992). The Balanced Scorecard: Measures that drive performance. Harvard Business Review, 70(1), 71–79. Kaplan, R. S., & Norton, D. P. (2008). The execution premium. Harvard Business Press. Lepkowska-White, E., Parsons, A. L., & Berg, S. (2018). Social media marketing strategies. Journal of Digital & Social Media Marketing, 6(1), 37–52..
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REFERENCES. Li, X., & Chan, T. (2019). IT capability and performance. Journal of Enterprise Information Management, 32(3), 477– 493. McKeever, M. (2016). How to write a business plan. Nolo. Niven, P. R. (2006). Balanced Scorecard step-by- step. Wiley. Parmenter, D. (2015). Key performance indicators. Wiley. Shufutinsky, B., & Sibel, J. R. (2020). Shock leadership development. The Coastal Business Journal, 19(1), 30–48. Wheelen, T., & Hunger, J. (2018). Strategic management and business policy. Pearson..