Strategic Planning Workshop

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Strategic Planning
Strategic Planning

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A Strategic Planning Overview...
Who needs it?
Who doesnt?
For Profit
Nonprofit
Private
Public
A process where an organization envisions its
future and develops strategies to achieve that
vision.
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Why Strategic Planning is Important
1. Defines purpose, establishes goals for the
organization.
2. Communicates goals to the organizations
stakeholders.
3. Develops a sense of ownership of companys
direction.
4. Ensures efficient use company resources via
key priorities.
5. Provides a benchmark to measure progress.
6. Builds consensus about where an organization
is going.
7. Provides clearer focus and more productive
effectiveness.
8. Bridges management and labor.
9. Builds strong teams that solves problems.
10. Provides the glue that keeps the company
together.
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A Strategic Planning Process
A strategy is a fundamental change the
organization is about to initiate...
Strategies should be developed after market
evaluations and
substantial organizational
legwork.
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A Process ...

1. An Organizational Vision
2. Functional Mission Statement
3. SWOT Analysis
4. Driving Forces
5. Organizational Values
6. Strategic Profiles that Meets the Vision
7. Current Performance Levels
8. Measuring Gaps
9. Goals to Close Gaps
10. Annual Operating Plans

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A Strategic Planning Process VISION
It all starts with the
vision. If you cant see it, you wont
reach it. Vision means future think in terms
of 3 to 5 years. And if there is anything
certain about the future, itll mean change for
the organization.
What does the organization look like 5 years
from now? Write it down using the present tense.
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A Strategic Planning Process Mission
The work of the organization by the various
functions of the business.
Finance
Research
HR
Administrative
Public Relations
IT
Marketing
Ministry
Purchasing
Production
Quality
Transportation
Each part of the organization must participate
in the planning process to ensure effective
communication.
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A Strategic Planning Process SWOT
What are the internal, controllable factors of
the organization? Strengths
Weaknesses What are the external, unwieldy
factors? Opportunities Threats
Does the organization currently possess the
capacity, expertise, capabilities to achieve its
long range vision?
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A Strategic Planning Process Driving

Force
What one factor more than any other affects the
organizations mission? Without this factor the
firm wouldnt survive.
Customers Community Members Employees
Vendors Ownership Government Seasons Public
Opinion Lenders Competition Transportation
Distribution Geography ???
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A Strategic Planning Process Values
What does the establishment hold dear? Values
define the organizations character.
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A Strategic Planning Process Operating

Plans
How will goals be distributed to each functional
area of the organization?
1. The real benefit of the strategic planning
process is the process, not the plan document.
2. There is no "perfect" plan. There's doing
your best at strategic thinking and
implementation, and learning from what you're
doing to enhance what you're doing the next time
around. 3. The strategic planning process is
usually not an "aha!" experience. It's like the
management process itself -- it's a series of
small moves that together keep the organization
doing things right as it heads in the right
direction. 4. In planning, things usually aren't
as bad as you fear nor as good as you'd like.5.
Start simple, but start!
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Remember -
It is amazing what you can accomplish if you do
not care who gets the credit.
Harry S. Truman