Create outline of the basic steps of the strategic planning

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Reference no: EM133472989

Homework

Company Overview: Financial Services company, privately owned (LLP), providing brokerage services for investments and loans, with a primary office in San Diego (Kearny Mesa) and three field offices (in Vista, Poway, and El Cajon)

1. Company Size: Small Business - 40 employees in total; 1 Branch Manager and 6 staff at each field office, and the Management Team, an Office Manager, and 15 staff at the main office

2. Management Team: The Owner/CEO, CFO, and COO

3. IT/Security Services: They contract with third parties for all IT services, which are managed by the COO; they have no internal IT staff and no cybersecurity staff

4. Company's Mission: To provide the best brokerage services for our customers, with high rates of return and lowest fees

5. Technical Environment: They use PCs running Windows 10; an office application suite runs locally on each PC; shared financial applications run from cloud-based services; email is provided through cloud-based services with the capability to send digitally signed, encrypted messages; shared file storage is provided through cloud-based services, with the ability to encrypt files or entire folders/directories; they have a secure Fax machine in each office.

Task

For the option you have chosen, create an outline of the basic steps (or phases) of the strategic planning process that is suitable for the company. Each step/phase of the process should include 1-2 sentences to describe what takes place during that step/phase, and you need to identify the key stakeholders for each step/phase and briefly describe their role in the process (not their general job duties). Rather than an outline, you may use a process flow chart, as long as all of the descriptions and stakeholders are included. You may use the attached "Example Strategic Planning Process" file as a guide. Also, create an InfoSec Strategy (consisting of 2-3 paragraphs) - aligned with business mission and objectives (either stated in the Option description or as an additional assumption for the company you selected.

Outcomes: (i) Outline (or process flow chart) of strategic planning process (as described above) and (ii) your InfoSec Strategy.

Reference no: EM133472989

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