STRATEGIC PLANNING

Key Concepts to consider when developing a Strategic Plan with

your S & R Leadership Team

STRATEGIC PLANNINGB A S I C P R I N C I P L E S O F T H E S . P. P R O C E S S

The Plan should drive the budget(not the other way

around)

Plan should be high level, future driven and

forward vision.

Consider Data, both hard data and intuitive data.

The goal is for the S. P. to be the foundation of

every decision.

You should lead with the S. P. (active NOT a relic).

STRATEGIC PLANNING PLAN DRIVES THE BUDGET

Resist the $ talks factor: If you lead with money

it can stifle your innovation and the health of the

organization.

Initiatives will move the needle: If the initiatives

to accomplish the Strategic goals are the focus your

stakeholders will invest and support the orginization.

STRATEGIC PLANNING P L A N = H I G H , F U T U R E & F O R WA R D V I S I O N

Resist jumping to doing: We tend to be doers, be

patient with the visionary & creative thinking. It can

actually enhance the doing stage.

Be student driven: If you think in the context of

student needs they will compel you to be forward

thinking and innovative. Your stakeholders are

starving for information and programming to help

them better engage students and their parents.

STRATEGIC PLANNINGU S E H A R D D ATA & I N T U I T I V E D ATA

What are your Stakeholder telling you:

Surveys, Higher Education articles & journal, etc.

What does your gut tell you: Trust your

professional experience, knowledge & intuition.

STRATEGIC PLANNINGS. P. I S T H E F O U N D AT I O N O F E V E RY

D E C I S I O N.

Ask, how does this fit in the S. P. ? If it does not

you need to decide if you move forward OR does

there need to be a initiative added to the S. P..

Be disciplined to focus on the right things on

the Dashboard: Focus on the primary initiatives &

have the secondary initiates and OTHER in your

peripheral vision.

STRATEGIC PLANNING S. P. should be active NOT a relic, lead with it.

Most S. P. die because of a lack of attention.

Set the tone: of Strategic Planning, of systemic thinking, of

creative analysis and of having fun.

• Have the plan in front of the Team each meeting.

• Have the S. P. in front of stakeholders consistently.

• Provide activities to stimulate the environment that can

enhance and move the S. P. forward. You will be surprised how

productive, fun and enjoyable your meetings can become.

STRATEGIC PLANNING

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