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Crafting a Winning Workplace Strategy: 6 Steps to Align Your Business Goals and Employee Needs

In this post, we outline the six essential steps to create a winning workplace strategy that aligns your company's goals with employee needs, optimizes your office space, and leverages the right tools for success in the evolving world of work.

Crafting a Winning Workplace Strategy: 6 Steps to Align Your Business Goals and Employee Needs

In today's dynamic business landscape, companies face new challenges and opportunities as they navigate the evolving world of work. From determining the ideal number of on-site days to hosting engaging workplace events and optimizing office space, businesses are redefining their workplace strategies to adapt to the changes of recent years and prepare for the future.

office workers collaborating in modern workplace

A well-defined workplace strategy allows companies to clearly outline their goals for their workplace and communicate those expectations to employees. It's crucial for businesses to have a plan in place so that employees and leaders understand the larger objectives and can work together to achieve them.

What is a Workplace Strategy?

A workplace strategy aligns your company's processes and work environment to achieve your business's goals. It encompasses tools, physical office space, employee behavior, and company culture. For example, you need the right workplace tools, such as employee scheduling, to foster on-site collaboration, and enough meeting rooms to accommodate your meeting-heavy work culture.

Every workplace has different objectives and needs, but it's essential that your particular work culture is supported by the tools, office space, and policies outlined in your workplace strategy.

6 Steps for Defining Your Workplace Strategy

1. Align Your Business Objectives

Start by considering the larger context of your business. Your workplace strategy should help the company achieve its objectives, whether it's increasing revenue, reducing costs, or engaging employees. Think about the company's current priorities and what you expect them to be in the next three to five years.

2. Understand Your Employees' Preferences

Send out a company-wide survey to understand how employees would like to use their workplace. Find out the ideal number of days they'd like to work on-site, what amenities they use most, and their openness to new programs. Use this information to outline your hybrid work policy and optimize space management to meet employees' expectations.

employees working in a modern office space

3. Assess the Current State of Your Workplace

Take stock of your workplace using key metrics such as space management, operational costs, security and compliance, employee satisfaction, employee engagement, energy efficiency, and revenue generation. Identify areas where your organization excels or needs improvement, and include suggestions for optimization in your workplace strategy.

4. Identify the Tools You Need

Invest in tools that support your initiatives and keep employees connected, such as desk booking for hot desking or visitor management for client visits. Evaluate your current workplace tools and determine whether they serve your new strategy.

5. Document Your Strategy

Write down your specific plans, focusing on where you will direct your efforts and why. Articulate your priorities and share the strategy with your immediate team for feedback and refinement.

team meeting discussing workplace strategy

6. Communicate Your Plan

Share your strategy with key stakeholders, such as executive leadership, workplace managers, HR teams, and IT teams, to get their buy-in. Provide opportunities for employees to ask questions, provide feedback, and rally around your plan.


Creating a workplace strategy is essential for coming back stronger after challenging times and preparing for the future. By aligning your business objectives, understanding employee preferences, assessing your current workplace, identifying the right tools, documenting your strategy, and communicating your plan, you can create a workplace that supports your employees and drives your company's success.

modern office space with employees collaborating

A clear and well-defined workplace strategy ensures that you, your business, and your goals are all in alignment towards a great workplace that meets the evolving needs of your employees and the changing landscape of work.


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