Strategic Planning: Concepts and Process

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Transcript of Strategic Planning: Concepts and Process

  • 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
        • Demographics
        • Financial reports
        • Focus groups
        • Surveys
        • 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

    • Example:
  • 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!

Polk-Burnett Leadership Academy