StrategicStrategic PlanningPlanning

for

Dairy Modernizations

Prepared by -

Bob Cropp, UWEX Pepin County Agriculture Agent

Carl Duley, UWEX Buffalo County Agriculture Agent

Different activities require different Different activities require different approachesapproaches

5 Purposeful Activities5 Purposeful Activities(Gerald Nadler)(Gerald Nadler)

1. Learning

2. Research

3. Planning and Design

4. Evaluation

5. Operating and Supervising

Strategic PlanningStrategic Planning

Not easy stuff. Takes experience and knowledge to facilitate and participate.

Can not be rushed.The approaches used can vary, but there are

some essential parts.Strategic planning is ongoing, not used just

when considering major changes.

Strategic PlanStrategic Plan

A program of action, that addresses the organization’s strategic issues

(fundamental questions or challenges) and is driven by the organization’s

mission/purpose.

PlanFor

Planning

Mission

•Purpose

•Values

Stakeholders•External•Internal

External &Internal

Assessment•SWOT

Define Strategic

IssuesFor the

Business

Implementationand

AssessmentVision

Strategic Planning Flow Chart

Plan of Action

StrategyAssess

Mandates

Mission StatementMission Statement

MissionMission = what an organization does = what an organization does ValuesValues = how an organization should act = how an organization should actVisionVision = what an organization should = what an organization should

look like in the futurelook like in the future

Mission Statement - definitionMission Statement - definition

• Purpose of the organization

• Core function

• Organization’s reason for being – the “work” of the organization

• What the organization does uniquely well

• Mission/purpose should define the organization’s intentions towards the clientele to be served

PlanFor

Planning

Mission

•Purpose

•Values

Stakeholders•External•Internal

External &Internal

Assessment•SWOT

Define Strategic

IssuesFor the

Business

Implementationand

AssessmentVision

Strategic Planning Flow Chart

Plan of Action

StrategyAssess

Mandates

MandateMandate

Formal and informal requirements placed on a business or organization.

Stakeholder

• Any person, group or organization that can place a claim on an organization's attention, resources, or output, or that is affected by that output

StakeholdersStakeholders

Internal– Family– Partners– In-laws!

External– Agencies– Lenders– Builders

SWOT AnalysisSWOT Analysis

An analysis of a businesses internal and external environments

SWOT AnalysisSWOT Analysis

Strengths

Weaknesses

Opportunities

Threats

PlanFor

Planning

Mission

•Purpose

•Values

Stakeholders•External•Internal

External &Internal

Assessment•SWOT

Define Strategic

IssuesFor the

Business

Implementationand

AssessmentVision

Strategic Planning Flow Chart

Plan of Action

StrategyAssess

Mandates

StrategicStrategic Issue Issue

Fundamental policy question or challenge that affects the businesses mandates, mission and/or values.

Long term and do-able.

Planning should have

a Vision

Now

Future

Mission drives the work.Plan drives the action.

Formulate a StrategyFormulate a Strategy

Make an Action Plan…So now what?– What to do?– Who will do it?– When….set a timeline

Report Back

Evaluation and ReassessmentEvaluation and Reassessment

Try it!Try it!Does it fit?Does it fit?

Redesign needed?Redesign needed?

PlanFor

Planning

Mission

•Purpose

•Values

Stakeholders•External•Internal

External &Internal

Assessment•SWOT

Define Strategic

IssuesFor the

Business

Implementationand

AssessmentVision

Strategic Planning Flow Chart

Plan of Action

StrategyAssess

Mandates

Planning is a process, not an event.The norm is for strategic planning to fail,

because the way things are is very powerful!

Planning takes time!

Important ThoughtsImportant Thoughts

To learn more about PlanningTo learn more about Planning::

Attend the UW-Cooperative Attend the UW-Cooperative Extension Strategic Planning Extension Strategic Planning

Program Program developed and taught by the UWEX developed and taught by the UWEX

Strategic Planning TeamStrategic Planning Team

To learn more about Planning:To learn more about Planning:

Get connected with the AgVentures Strategic Planning module available through your UWEX Agriculture Agent or the UW-Center for Dairy Profitability.

““If you do not know where If you do not know where you’re heading, you’re likely you’re heading, you’re likely to end up somewhere else.”to end up somewhere else.”

Yogi Berra

StrategicStrategic PlanningPlanning

for

Dairy Modernizations

Prepared by -

Bob Cropp, UWEX Pepin County Agriculture Agent

Carl Duley, UWEX Buffalo County Agriculture Agent