Senior Manager, Strategic Planning & Competitive Intelligence
The Institute of Internal AuditorsAbout the role
Summary
Senior Manager, Strategic Planning & Competitive Intelligence plays a key role in advancing the organization’s enterprise strategy through strategic planning and reporting, competitive intelligence, and executive decision support.
This role serves as a strategic partner to the Senior Director, Global Strategy. The Manager / Senior Manager works closely with senior leadership, cross-functional teams, and volunteer leaders to translate market dynamics, organizational priorities, and data into clear recommendations and decision-ready materials.
The Manager / Senior Manager supports the enterprise strategic planning process, contributes to high-priority strategic initiatives, plays an important role in the competitive intelligence capability, and applies AI-enabled workflows to improve the speed, quality, and scalability of research, synthesis, and reporting.
Essential Responsibilities
Strategic Planning & Reporting
- Support the design, execution, and ongoing evolution of the organization’s strategic plan reporting process.
- Support management of the enterprise strategic planning calendar and coordination of cross-functional participation.
- Deeply understand the business rationale, measures of success, risks, and interdependencies across strategic initiatives.
- Partner with business unit leaders to assess progress, identify performance gaps, and develop mitigation or course-correction strategies.
- Lead the development of executive- and Board-ready reporting on strategy execution and enterprise-wide KPIs, including dashboards, presentations, and written briefings.
- Help drive alignment and effective communication of the strategic plan across the organization and global network.
- Manage timelines, deliverables, and follow-through associated with strategic planning and reporting activities.
- Facilitate planning meetings, working sessions, and follow-up actions to support execution and accountability.
Competitive Intelligence
- Support the development and continuous improvement of the organization’s competitive intelligence capability.
- Monitor and assess competitors, peer organizations, adjacent sectors, and emerging market entrants.
- Produce regular and ad hoc intelligence outputs (e.g., briefings, dashboards, alerts, newsletters) tailored to executive leadership and other internal stakeholders.
- Synthesize competitive insights across offerings, pricing, partnerships, digital capabilities, and operating models.
- Help integrate competitive intelligence into strategic planning, product strategy, partnerships, and enterprise decision support.
- Develop RFPs and manage external vendors, research providers, and intelligence partners supporting competitive and market insights.
- Maintain recurring intelligence cadences, deliverables, and follow-up to ensure insights are timely, relevant, and actionable.
Internal Strategy Consulting
- Support initiatives requiring strategic framing, analysis, and insight generation.
- Frame complex strategic questions, develop hypotheses, and evaluate strategic options prior to broader implementation.
- Conduct advanced analyses including market sizing, scenario planning, benchmarking, and business case development.
- Translate complex findings into clear, actionable recommendations and decision-support materials for senior leadership.
- Lead workstreams and support cross-functional strategic initiatives with enterprise-wide impact.
- Coordinate stakeholders, manage project timelines, and drive follow-through on assigned strategic initiatives.
AI-Enabled Analysis & Workflow Innovation
- Apply AI tools and agent-based workflows to accelerate research, insight generation, synthesis, and reporting.
- Design responsible, repeatable AI-enabled workflows across strategy and intelligence processes.
- Evaluate and recommend emerging AI tools and approaches that improve efficiency, quality, and scalability.
- Identify opportunities to automate and improve strategic planning and reporting workflows.
- Support testing, refinement, and adoption of AI-enabled processes across recurring strategy and intelligence work.
Qualifications
Experience
- 8+ years of experience in management consulting, corporate strategy, strategic planning, competitive intelligence, or related roles.
- Experience supporting executive level decision-making.
- Demonstrated ability to operate independently, manage multiple priorities, and deliver with limited r
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