Strategic Planning: Concepts and Process
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- 1. Strategic Planning: Concepts and Process Bob Kazmierski and Mike KornmannUniversity of Wisconsin Extension
2. Strategic Planning is about
- Where your organization is
- Where your organization wants to go
- How to get there
Polk-Burnett Leadership Academy 3. Strategic Planning Defined:
- Is a disciplined effort to produce fundamental decisions and actions that shape and guide an organization and what it does
- Is a set of concepts, procedures, and tools designed to assist leaders with the tasks of making decisions for their organization John Bryson
Polk-Burnett Leadership Academy 4. Why strategic planning?
- Changing demands for programs and services
- There is more pressure to be efficient
- There is a need to integrate at many levels avoid duplication, take advantage of synergies, public sector partnering, public-private sector partnering
- Diminishing resources budget battles
Polk-Burnett Leadership Academy 5. Benefits to strategic planning
- Increased effectiveness
- Increased efficiency
- Improved understanding of situation
- Better decision making
- Enhanced organizational capabilities
- Improved community & public relations
- Increased organizational and community support
Polk-Burnett Leadership Academy 6. Why not strategic planning?
- It is not a substitute for conflict resolution
- Insufficient resources or commitment to implement the plan
- Its also not a silver bullet
- Its not a substitute for leadership
Polk-Burnett Leadership Academy 7. A ten step strategic planning process
- Other models are possible
- The ten step strategic planning process can be adapted; it is a model process
- Usually can be done through an all-day retreat or several (usually 6) 2 hour meetings
Polk-Burnett Leadership Academy 8. Polk-Burnett Leadership Academy 9.
- Decisions to make
- Who will be involved-
- Purposes of the effort
- Desired outcomes of the effort
- Expectations of participants
- Resources needed to complete the effort
- A process timeline
- How will the plan get buy in through out the organization?
Step 1:Prepare for Planning Polk-Burnett Leadership Academy 10.
- Mandates describe what must or should be done under the organizations charter and policies, as well as under federal, state, and local laws, codes, and regulations.
- A mandate can be expressed formally or informally through elections, community expectations, legislation, policy, procedures, and budget policies.
Step 2:Identify Organizational Mandates Polk-Burnett Leadership Academy 11. Step 3: Stakeholder Analysis and Mission Assessment
- A stakeholder is any person, group or organization that can place a claim on the organizations resources, attention, or output, or is affected by its output.
- A mission statement is a definition of the organizations reason for existence its true purpose.
Polk-Burnett Leadership Academy 12. Step 4:Assess the Environment
- An internal and external look at your
- Strengths : internal capabilities that help an organization accomplish its mission
- Weaknesses : internal deficiencies that hinder an organization in accomplishing its mission
- Opportunities : external factors that affect an organization positively
- Challenges : external factors that affect an organization negatively
Polk-Burnett Leadership Academy 13. Situation: Internal/External Assessment
- Trends analysis
- Financial reports
- Focus groups
- Community input meetings
- Agency Assessment Tool
Polk-Burnett Leadership Academy 14. Step 5:Identify Strategic Issues
- A strategic issue is a fundamental challenge affecting an organizations mandates, mission, product or service level mix, clients or users, costs, financing, organization, or management.
- Key challenges or questions facing an organization
Polk-Burnett Leadership Academy 15. Step 6a:Strategies Development
- Brainstorm a set of strategies (actions) that the organization can take to address the strategic issues identified
Polk-Burnett Leadership Academy 16. Step 6b:Action Planning and SMART TOOL
- S-Specific Goal Lose Weight
- M-Measurables 15 lbs
- A-Action Steps Exercise daily
- R-Resources Support group
- T-Timeline May, 2010
Polk-Burnett Leadership Academy 17. Step 7:Review & Adopt Plan
- Gain formal approval of plan and permission to work on implementation (may come in stages)
- You may adopt the mission statement or a set of issues before the full plan is adopted
Polk-Burnett Leadership Academy 18. Step 8:Establish an Organizational Vision for the Future
- Outline the organizations vision of what it should look like as it successfully implements the strategies.
- This can also occur much sooner
- Sometimes establishing the vision earlier is more helpful
Polk-Burnett Leadership Academy 19. Step 9:Overall Implementation Process
- Design a process to ensure work is done and progress is gauged.
Polk-Burnett Leadership Academy 20. Step 10:Reassess the Strategies and Process
- This is finding how the planning worked, pluses, and minuses.Consider future efforts in light of findings.Basically, having an evaluation and monitoring system.
Polk-Burnett Leadership Academy 21. Things To Remember
- Remember some of this is an art, not a science
- Your plan will only be good if it can be implemented
- Consider stakeholder analysis a very important step
- Have a significant sponsor
- Have a significant process champion
- Need dedicated facilitators
- Be prepared for those who wont participate until the very end
Polk-Burnett Leadership Academy 22. Final Points
- The importance of pre-planning can not be over stated!
- Be flexible and creative in how you look at and frame issues
- Consider completing only parts of the planning process you need action planning for instance
- Planning never stops, it is an ongoing process!
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