Simplified Equations for Planning Directional and Horizontals
Simplified Strategic Planning 2013
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Transcript of Simplified Strategic Planning 2013
Simplified Strategic PlanningThe Fastest, Easiest Planning Process In Existence Today
Developed by The Center for Simplified Strategic Planning Ann Arbor, Michigan
What Can Strategic Planning Do For Your Organization?
• Align the actions of your people • Focus your resources on top priorities• Motivate the entire organization
“KISS” Planning Process
See Be aware of your current situation, with an objective perspective
ThinkIdentify options, innovate, plan goals and actions
Do ACT decisively, monitor results and create a feedback loop to adjust
Three Central Questions to Answer
• What is our unique role in Our market?
• Who will fund and support our activities?
• How will we differentiate ourselves?
Strategic Planning Process
InternalFinancial Condition
CapabilitiesCompetencies
ExternalFund SourcesCompetitionMethodologyEffectiveness
Needs & Preferences
Scope and FocusCompetitive Advantage
Portfolio AnalysisFunding sources
Competitive Position
High LevelExpand, Maintain,Contract, Milk, Exit
Threats & Opportunities
Situation AnalysisInternal/External SWOT
Competition
Future ExpectationsDonors and Sponsors, Beneficiaries, Other
similar arts organizations
Strategic AnalysisAssessment of Funding Sources
Assessment of NeedsStrategic Issues
DirectionStrategy Formulation
GoalsObjectives
ImplementationAction Plans
Budgets
DefinitionHow to?
Simplified Strategic Planning Process
• Situation Analysis – Donor Group or Source Identification– Competitor Identification (and their approach to Market)– Identify Strategic Competencies – Opportunity Identification and Screening– SWOT
• Strategy Formulation– Threats– Strategic Assessments– Formulate Strategies– Mission, Goals, and Objectives development
• Implementation Planning – Action Plans– Annual Schedules and Budgets
What is Your Organizations DNA
• What activities energize employees• What product or service satisfies donors and clients the most• What factors give “life” to your organization• What are you most proud of in your organization
This is the core of your company, and indicates the areas where you can excel and energize your entire organization. It is why a 7’ tall person is successful basketball instead of being a jockey.
This is the filter use in evaluating the strength of your plans.
Example Capabilities Assessment
Strengths
Importance in Industry
OurPerformance
Application know-how and ability to translate process needs into solutions 2 4
Flexibility and reactivity (business model, response to needs) 4 3
Image/reputation 5 5
Global structure and implementation 5 3
Innovation (product technology, cost reduction) 6 4
Strategic Issues Driving Change
A key issue that impacts us and requires adaptation to reach our goals. Tension is created by needs versus constraints
ISSUE Arc of Tension Adaptation/Strategy
Example: Low market share Need to Grow ??Adaptation??
Constraint – Limit to resources available quality and quantity
Example Competitive Analysis
Ability to Meet Customer Valued Attributes
US CompanyA
CompanyB
CompanyC
CompanyD
CompanyE
1. Performance 4 3 3 4 4 4
2. On time delivery 4 3 3 3 4 4
3. Bottom Line Cost 3 3 2 4 3 3
4. Technical Expertise 3 3 3 3 4 4
5. Price 3 3.5 3 2 3 3
6. Innovation of technology
2 3 3 3 4 4
7. Global Capability 4 3 3 4 4 4
8. Environmental Safety 4 3 3 4 3 3
Subtotal 3.5 3 3 3.5 3.5 3.5
Reputation/Brand 5 3 4 4 2.5 2.5
Relationships up the organization
3.5 3 3 2 3 3
Financial Strength 4 2 4 3 4 4
Service Capability 3 3 1 1 3 3
Full Portfolio 4 5 4 2 3 3
OEM Relationships 4 2 2 4.5 2 2
Overall total 4 3 3 3.5 3.5 3.5
MUST
HAVE
OTHERS
Planning Process Schedule
1. 1 1/2 days to review process and make team assignments for situation analysis.
2. 1 day 2-4 weeks later to review situation analysis and discuss future expectations
3. 1 ½ day 2-4 weeks later to set direction and make team assignments for direction and goals
4. 1 day 2 weeks later to define action items and accountability
The Simplified Process takes a Total time elapsed of 1 ½ to 2 ½ months And meeting time of 5 days !
Contact Us Now
937-985-0481Art Helmstetter, PE