Holding Companies & Conglomerates Strategy Template

Get the Holding Companies & Conglomerates Strategy Template and optimize your business operations. This customizable template will help you create a comprehensive plan for growth and success. Start streamlining your holding company or conglomerate today!
Holding Companies & Conglomerates Strategy Template

What is a Holding Companies & Conglomerates Strategy? 

A Holding Companies & Conglomerates Strategy outlines the goals and actions for a holding company or conglomerate, which is a company that owns a diverse portfolio of businesses in various industries. It helps leaders and teams align their efforts towards achieving specific objectives and maximizing value for the organization.

What's included in this Holding Companies & Conglomerates Strategy Template?

  • 3x Focus Areas
  • 9x Objectives
  • 9x Projects
  • 18x KPIs
#1 Strategy Execution Platform Learn how to get more value out of your free template! Book a demo

Who is this Holding Companies & Conglomerates Strategy Template for?

This Holding Companies & Conglomerates Strategy Template is designed for leaders and teams from holding companies and conglomerates, as well as organizations looking to diversify their holdings and increase efficiency, innovation, and profitability.

How is this Holding Companies & Conglomerates Strategy Template relevant to your organization?

If your organization is a holding company or conglomerate, or if you are looking to diversify your holdings and grow your business, this template can provide a framework for developing a comprehensive strategy that addresses key areas such as diversification, efficiency, and innovation. It includes a range of objectives, actions, and measures that can help guide your efforts and track progress towards your goals. Whether you are looking to increase your holdings in non-core industries, streamline operations, or launch new products and services, this template can help you develop a clear and actionable plan to drive success.

1. Define clear examples of your focus areas

A focus area is a particular viewpoint that groups certain requirements set out by an organization. A recommendation from the Cascade team would be to create 4-5 key focus area which you feel are most important to address when creating your Holding Companies & Conglomerates Strategy. The next step would be to ask yourself: Why is this focus area important to me? What is the benefit of focusing on this viewpoint from a customer's perspective? And, of course, What is the monetary benefit of investing in such a focus area? This process is useful in identifying the key area which needs prioritization which in turn can become focus areas of the strategy.

For example, the focus areas in this Holding Companies & Conglomerates Strategy Template are: Diversification; Efficiency; and Innovation.

2. Think about the objectives that could fall under that focus area

A strategic objective usually has to be specific and measurable to cause enough impact and effectively explain what you want to achieve.

An example objective that could fall under the focus area of Diversification could be: Increase holdings in non-core industries.

3. Set yourself measurable targets (KPIs) to tackle the objective

A KPI is a key performance indicator that is measurable and evaluates the success rate of an organization in relation to the task at hand. KPIs can be very industry-specific or broad and applicable across multiple industries.

An example of a KPI in this Holding Companies & Conglomerates Strategy Template associated to the objective Increase holdings in non-core industries could be: Increase number of acquisitions in non-core industries from 0 to 2.

4. Implement related projects to achieve the set KPIs

Projects are ways in which the objective can be achieved, but more so, closely tie in with ways in which organizations can make sure they are working towards their KPIs.

A project example for the objective Increase holdings in non-core industries could be: Research and acquire companies in complementary industries.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Make sure your strategy is front and center with Cascade. You can plan, execute, measure and adapt your strategy in one easy-to-use platform and make sure your strategic plan is connected to on-the-ground execution.

Use this Holding Companies & Conglomerates Strategy Template and launch your strategy in Cascade; it's $0 forever.

#1 Strategy Execution Platform Learn how to get more value out of your free template! Book a demo
Getting started with your
Holding Companies & Conglomerates Strategy Template
only takes 20 seconds.