Empower Business Teams With Proven, DoneโForโYou Strategic Performance Training Solutions.
Hi, Iโm Catherine Fitzgerald, founder of Oak Innovation.
I spent years in training rooms wondering why great strategy never turned into tangible outcomes.
One late evening I concluded that when strategy remains on paper, execution stalls, KPIs are missed and the organization drifts.
Let’s work this out together.
Maybe youโve been staring at dashboards and metrics thinking: โWeโve got goals. Weโve got data. But are we truly performing at the level we could be?โ
I totally get it โ weโve been there. The late nights when the numbers move one way, but the real impact doesnโt.
The feeling that youโve done the stuff, but youโre still asking: โWhatโs getting in the way?โ
Hereโs the truth: Strategic performance isnโt just about hitting targets.
Itโs about aligning purpose, people, and process so the performance you see is the one you intend.
When you combine the right mindset, the right approach, and the right tools, you donโt just measure results โ you steer them.
Thatโs why this workshop pack exists.
This workshop pack is a fully prepared, editable solution that lets you deliver workshops that actually drive results without creating any content.
Your participants will also walk away with a practical understanding of strategic measurement, KPI development, and the Balanced Scorecard approach.
Success Stories.
Jennifer Maalter says the thoughtful add-ons elevate the entire training experience. Oak thinks of everything.
Dr. James S. Vuocolo in Las Vegas loves how Oakโs courses offer a complete, time-tested model that actually solves workplace challenges โ highly recommended.
John Paul of Association Works loves that the content is professional, explicit, and incredibly adaptable. Oakโs modules fit seamlessly into any training session.
Of Course, You Want To Deliver Successful Courses On Strategic Performance Skills.
By the time you wrap the session, participants will:
- Understand what performance really means โ not just hitting targets, but connecting the dots between vision, values, and the results that truly matter.
- Know how to turn strategy into measuring what matters โ set the right metrics, focus on the key drivers, and align teams around goals that move the needle.
- Learn how to build a performance mindset โ using data as a tool for leadership and clarity, not just reporting, so every decision has direction behind it.
- Leave with practical tools, frameworks, and an action plan so performance isnโt about โwe hopeโ โ itโs about โwe deliver.โ
And you? Youโll walk into the room prepared, centered, and ready to lead โ because youโre not just facilitating a session โ youโre guiding a shift.
- Instantly Customizable: Add your branding, tweak the design, and make it feel like your own in just minutes.
- Comprehensive & Professional: Get expertly designed content covering everything from performance measurement to KPI development and strategic alignment.
- Time-Saving & Stress-Free: Save days of prep work and launch engaging workshops faster than ever.
- One-Time Investment: Access it whenever you need it โ no hidden fees, no subscriptions.
Who Itโs For.
Youโll love this if youโre:
- A corporate trainer or HR professional who wants proven, ready-to-run content that saves prep time and lands with impact.
- A consultant or coach who helps teams or clients uncover blind spots and improve performance.
- An entrepreneur or small business owner whoโs ready to streamline operations, strengthen decision-making, and build systems that scale.
- A creator or educator who thrives on clarity and wants to deliver workshops that inspire insight and action.
- A leader or manager who wants to bring more accountability, structure, and forward momentum to their team.
Trusted By Leading Brands.
With our training materials, you can edit, rebrand, and customize the content freely โ no licenses, no limits, just flexibility.
Get The Strategic Performance Toolkit & Start Driving Results
Topics Covered.
Strategic Measurement and Management
- Explore the five key tasks of strategic management โ crafting vision, setting direction, aligning resources, implementing effectively, and sustaining results.
- Learn how strategic initiatives influence organizational performance, driving measurable impact across culture, operations, and profitability.
- Understand the connection between strategy and performance management โ and how well-executed plans turn ambition into achievement.
- Discover how strong strategic leadership balances long-term vision with real-time adaptability.
- Build clarity on how strategic measurement supports better decisions, smarter priorities, and higher performance across every level of the organization.
How to Measure Strategy Effectively
- Learn how to measure strategy and strategic management initiatives โ turning abstract goals into actionable, trackable outcomes.
- Understand the link between strategic management and implementation, and why even the best strategy fails without strong execution.
- Explore the four foundational principles of effective strategic measurement:
- Continuous Process: strategy isnโt static โ it evolves with insight and innovation.
- Everyoneโs Job: strategy belongs to every employee, not just executives.
- Visible Leadership: leaders demonstrate strategy through action, not just words.
- Active Knowledge Networks: information flows freely to fuel learning and responsiveness.
- Learn how to integrate qualitative and quantitative measures for a complete picture of performance.
- Discover how to make measurement an empowering process โ one that fosters accountability and motivation rather than fear.
Mastering the Balanced Scorecard (BSC)
- Understand the critical elements of the Balanced Scorecard (BSC) value chain and why theyโre essential for strategic success.
- Explore the four BSC perspectives โ Financial, Customer, Internal Processes, and Learning & Growth โ and how they align short-term actions with long-term goals.
- Learn how cause-and-effect relationships connect every objective and metric within a strategy.
- Understand the role of Enterprise Management โ linking strategic goals across teams, departments, and leadership levels.
- Explore strategic themes that connect daily operations to the organization’s vision and mission.
- Learn how to apply cascading techniques to ensure that the strategy is clearly understood and executed at every level of the company.
- Discover the use of OMTI grids (Objectives, Measures, Targets, Initiatives) to align focus and accountability.
- Master the essentials of strategic measurement and control, ensuring ongoing feedback, learning, and improvement.
- Build confidence using the Balanced Scorecard not just as a reporting tool โ but as a living, breathing system that drives organizational excellence.
When You Dive Into This Content, Here’s What You’ll Find:
#1. Fully Editable PowerPoint Presentation
Professionally designed and ready to use.
Guide your audience through essential audit and improvement concepts โ or adapt the content to fit leadership, business strategy, or coaching programs.
#2. Step-By-Step Facilitator Guide
Your secret weapon for confident delivery.
It walks you through each exercise, talking point, and activity โ so you look and sound like the expert (even if youโve never run this workshop before).
#3. Participant Workbook
A hands-on learning companion.
Packed with reflection prompts, exercises, and real-world applications โ it helps learners connect ideas to action, no matter their role or industry.
#4. Insider Teaching Guides
Get pro tips and proven strategies to make your sessions memorable and effectiveย (you canโt get it wrong!).
#5. Built-In Assessment & Action System
Track progress, measure understanding, and turn learning into lasting results with ready-to-use evaluations and action plan templates that help participants move from insight to implementation โ and keep the momentum going.
#6. Instant Digital Access
No waiting, no fuss.
Youโll have everything you need to start leading, coaching, or training โ today.
And,ย As Bonuses (value $588),ย Youโll:
- Get access to a template collection of 14 done-for-you tips, games, icebreakers, and moreย that you can plug into every single area of your training courses. Need a practical training game? Get to know you icebreakers? Training tips for almost any training experience? Weโve got you (Value $99).
- Unlock 16 ready-to-use trainer forms:ย Template contracts, budgets, assessments & moreย to help you organize your entire training administration (Value $99).
- Accessย 16 coaching & mentoring forms on-demand that you can plug into your direct or indirect coaching and mentoring initiatives, including agreements, record sheets & more (Value $195).
- Unlock theย resilient team workshop pack that has never beenย available anywhere else โ an exclusive 4-session program for your life, yourย business, and your sessions (Value $195).
Youโll Walk Away With.
Imagine walking into the room and watching someoneโs eyes light up when the strategy suddenly makes sense.
Thatโs what happens when you bring alignment to the team.
