Strategic Planning Lead

We need to output HTML fragment with sections: About the role (maybe not needed if content is description), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must only include sections that have real specific content. The posting includes description (Essential Job Functions) which can be Responsibilities. Skills/Education/Experience includes required and desired; we can split into Requirements (maybe required) and Qualifications (desired) or Skills. The posting also includes Benefits: "Total Compensation Package Competitive Wages & Paid Time Off Stock Purchase Plan & 401k with Employer Contributions Starting Day One Medical, Dental, & Vision Insurance with Optional Flexible Spending Account (FSA) Team Member Health/Wellbeing Programs Tuition Educational Assistance Programs Opportunities for Career Growth". That's benefits. Pay: not explicitly given; only "Competitive Wages". That's vague; we should not create Pay section unless posting actually states them. It says "Competitive Wages & Paid Time Off". That's not a specific number; but it's still a statement about wages. The rule: never create Pay/Schedule/Benefits sections unless the posting actually states them. It does state "Competitive Wages & Paid Time Off". That's a statement about wages, albeit vague. Should we include Pay? The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state Competitive Wages, so we could include Pay section with that line. However also "Paid Time Off" is a benefit. Might be better to put that under Benefits. Pay section could just say "Competitive Wages". But the rule also says "Prefer a few substantive sections over many thin ones." Might combine Pay into Benefits? But they are separate headings. Could we omit Pay because it's not specific? The phrase "Competitive Wages" is not a specific number; but it's still stating wages. The rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state them (competitive wages). So we could include Pay with that sentence. However we also have Benefits with more detail. Could we combine? The instruction: "Prefer a few substantive sections over many thin ones." Having both Pay and Benefits may be thin. But we have substantive benefits list. Pay is just a phrase; maybe we can incorporate into Benefits as "Competitive Wages & Paid Time Off". But they said use Benefits heading for benefits. Paid Time Off is a benefit. Competitive Wages is pay. Could we have a Benefits section that includes both? The rule: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state benefits, so we can have Benefits. It also states wages, so we could have Pay. But to avoid thin sections, maybe we combine Pay into Benefits as part of benefits? However the instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So they expect separate headings if content exists. But they also say prefer a few substantive sections over many thin ones. So we need to decide if Pay is substantive enough. It's just "Competitive Wages". That's thin. Might be better to omit Pay and incorporate that sentence into Benefits? But Benefits heading is for benefits; wages is not a benefit but compensation. However the posting lumps "Competitive Wages & Paid Time Off" together. Could treat as part of Benefits. I'd lean to include Benefits only, and not Pay, to avoid thin section. Also Schedule: posting says "This is an on-site position located in Springfield, MO. Remote work is not an option for this role." That's schedule info (on-site, no remote). That's specific. So we can include Schedule section with that sentence. Now we need sections: About the role? The introductory paragraph could be About the role. But we already have Responsibilities (Essential Job Functions). The intro could be About the role. The rule: do NOT repeat the job title as a heading. So we can have About the role with the first paragraph(s) describing the role. Then Responsibilities with the list of essential job functions (maybe as

• ). Then Requirements (required skills/education/experience). Then Qualifications (desired). Then Skills? Actually we have Skills/Education/Experience combined; we could split into Requirements (required) and Qualifications (desired). Skills could be part of those. But we have a separate Skills heading optional. Could we omit Skills and just have Requirements and Qualifications? The instruction: use headings only when posting has real specific content. The posting has Skills/Education/Experience heading with required and desired. So we can treat that as Requirements (required) and Qualifications (desired). We could also have Skills section if we want to list skills like proficiency with Excel, PowerPoint, etc. But those are already in required. Might be redundant. Better to have Requirements (required) and Qualifications (desired). No separate Skills. Now Benefits: we have the list. Schedule: on-site, no remote. We must not include boilerplate like EEO, accommodation, etc. Remove those. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep all bullet points from Essential Job Functions, required experience, desired experience, benefits list. We need to format as HTML fragment: use

  for section headings,

  • for any list of duties/requirements/benefits, and

    for prose. We need to decide what goes into lists vs prose. The Essential Job Functions are a list of duties; we can make each bullet as

  • . The introductory sentences before that could be prose in

    . Similarly, required experience list can be

    • . Desired experience also list. Benefits list: each benefit as
    • . Schedule: just a sentence maybe

      . Now ensure we don't include any fluff like "Perform all other duties as assigned." That's part of responsibilities; we keep it. Now produce HTML. Let's draft:

      About the role

      The Strategic Planning Lead owns the development, execution, and continuous improvement of the O’Reilly strategic planning framework and process. This role partners with executive leadership and senior leaders to translate enterprise priorities into actionable business initiatives, measurable outcomes, and clear reporting. The role serves as a connector and contributor across the enterprise, providing analysis, performance insights, and planning support that help drive alignment and informed decision-making within the strategic plan. The Strategic Planning Lead also supports data, tools, governance practices, and reporting disciplines used to track strategic plans, the O’Reilly FOCUS plan, initiative progress, and performance measures across the United States, Canada, and Mexico. This is an on-site position located in Springfield, MO. Remote work is not an option for this role.

      But note schedule info is also in this paragraph; we might move schedule to its own section. However the instruction says include a section only when posting has real specific content for it. The schedule info is specific; we could put it in Schedule section. But we already have location and remote work note in the About the role paragraph. Might be okay to keep there and not have separate Schedule. However we have a Schedule heading possible. To avoid thin sections, we could keep schedule info in About the role. But the instruction says "Prefer a few substantive sections over many thin ones." Having About the role and Schedule separate might be thin. So we can incorporate schedule info into About the role. That seems fine. Now Responsibilities: list essential job functions. We'll create

      Responsibilities

      then
      • each bullet. We need to copy each bullet exactly as in posting, preserving punctuation. Let's extract bullets from "Essential Job Functions" section: - Lead the advancement of enterprise strategic planning efforts and ensure organizational priorities are translated into actionable business initiatives. - Collaborate with senior and functional leaders to develop and refine strategies and plans that support enterprise priorities while address department-specific objectives, opportunities, and operating needs. - Lead the continued development and maintenance of the strategic planning framework, including enterprise priorities, market objectives, strategies, functional plans, initiatives, portfolios, and projects. - Facilitate development and ongoing performance management of the O’Reilly FOCUS plan to ensure alignment between strategy, funding, capacity, execution, and expected business outcomes. - Lead strategic planning activities across the United States, Canada, and Mexico to drive consistency, visibility, and organizational alignment while allowing for market-specific objectives and priorities - Partner with executive and senior leaders to continuously improve the processes that support enterprise planning, portfolio prioritization, governance, strategic execution, and value tracking. - Facilitate enterprise planning and governance forums that promote organizational alignment, clarify tradeoffs, and support effective decision-making. - Develop reporting, metrics, dashboards, and performance frameworks that provide visibility into strategic outcomes, initiative progress, risks, dependencies, and progress towards enterprise priorities. - Help maintain the planning tools, data structures, reporting processes, and governance standards used to capture, track, and report strategic planning information across the enterprise. - Perform strategic analysis that helps leadership evaluate opportunities, assess risk, understand tradeoffs, prioritize work, and make informed decisions. - Transform complex business information into clear insights, recommendations, executive materials, and decision-support analysis. - Partner directly with functional leaders to ensure strategic priorities and functional plans are aligned with funding, operational planning, resource capability, timing, and execution capabilities. - Maintain governance standards that ensure strategic planning and portfolio information remains accurate, consistent, and actionable. - Help mature enterprise planning capabilities through the continuous improvement of strategic processes, tools, data standards, reporting methods, and operating practices. - Serve as a subject matter expert for strategic planning, performance measurement, portfolio reporting, and enterprise decision-support practices. - Serve as a strategic connector across the organization, helping stakeholders work together to advance enterprise priorities, functional strategies, and key initiatives. - Proactively identify barriers to execution and develop recommendations that strengthen strategic alignment, accountability, and organizational effectiveness. - Perform all other duties as assigned. Note some bullets have minor grammar issues; we keep as is. Now Requirements (required): list from Skills/Education/Experience REQUIRED. We need to capture each bullet: - 7+ years of experience in strategic planning, enterprise strategy, portfolio management, business analytics, finance, management consulting, program management, or a related field. - Experience supporting annual planning, strategic planning cycles, portfolio reviews, governance forums, or business performance management processes. - Experience working with leaders to define strategic objectives, performance measures, business cases, value tracking, or executive scorecards. - Experience developing executive-level reporting, dashboards, presentations, and decision-support materials for senior leadership. - Strong analytical and structured problem-solving skills, including experience with KPIs, trend analysis, scenario analysis, prioritization models, and value measurement. - Ability to synthesize complex information into practical recommendations and compelling executive communications. - Experience working cross-functionally and influencing leaders and stakeholders without direct authority. - Strong verbal, written, facilitation, and presentation skills. - Experience leading cross-functional initiatives, facilitating alignment among diverse stakeholder groups, and influencing outcomes without direct authority. - Strong organizational skills and ability to manage multiple priorities with a high degree of ownership, judgment, and follow-through. - Proficiency with Excel, PowerPoint, and enterprise portfolio, project, reporting, analytics, or business intelligence tools. - Four-year college degree in Business, Finance, Economics, Analytics, Management, or a related field, or equivalent combination of education and experience. Now Qualifications (desired): list from DESIRED. - 10+ years of relevant experience in strategic planning, strategy analytics, FP&A, consulting, corporate strategy, transformation, or EPMO/PMO support. - Master of Business Administration or other relevant advanced degree. - Proficiency with dashboarding or business intelligence tools such as Domo, Power BI, Tableau, or similar platforms. - Experience supporting enterprise strategies, departmental strategies, functional roadmaps, demand planning, capacity planning, prioritization frameworks, or portfolio governance. - Experience supporting, implementing, or serving as a business owner for planning, portfolio management, reporting, workflow, dashboarding, database, or business intelligence tools. - Background