STRATEGIC PLANNING

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STRATEGIC PLANNING
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STRATEGIC PLANNINGDEFINITIONS(1)

• PLANNING PROCESS(2)
• STRATEGIC

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strategic planningPLANNING PROCESS (2)

• NORMATIVE to DESCRIPTIVE
• SUBJECTIVE to OBJECTIVE
• WHY? to HOW? (who? , where?, what?, when?)
• LONG-TERM VISION to IMMEDIATE ACTION
• Basic VALUES to small STEPS

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strategic planningdefinitionsPLANNING PROCESS

• EXISTENCE(3)
• DIRECTION
• KNOWLEDGE
• ACTION
• ASSESSMENT

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Strategic planningdefinitionsplanning
processEXISTENCE

• VALUES(4)
• VISION
• MISSION

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strategic planning definitionsplanning process
existenceVALUES

• Questions Who are we? What do you believe? Why?
• BELIEFS held by a high percentage of the
  communitys members and stakeholders.
• CULTURAL NORMS that both encourage certain
  behavior but put limits on peoples behavior.

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strategic planning definitionsplanning process
EXISTENCE

• VALUES
• VISION(4)
• MISSION

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strategic planning definitionsplanning process
existence VISION

• Questions What do we want our world to look
  like in the future?
• What are our aspirations for our community, or
  organization?
• At this stage, go beyond what seems possible.
  Focus on what seems ideal.
• Forget the petty differences.

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strategic planning definitions planning process
EXISTENCE

• VALUES
• VISION
• MISSION (4)

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MISSION(4)

• Questions Why does our organization exist?
• What are our strengths, capabilities?
• How do we (can we) promote our vision of the
  future? (in gereral terms)
• What do we do?
• How do we do it?
• For whom do we do it?
• How do we excel?

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strategic planning definitionsPLANNING
PROCESS(2)

• EXISTENCE
• DIRECTION(3)
• KNOWLEDGE
• ACTION
• ASSESSMENT

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strategic planning definitions planning process
DIRECTION

• GOALS
• OBJECTIVES
• TARGETS

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strategic planning definitions planning process
DIRECTION

• GOALS (4)
• OBJECTIVES
• TARGETS

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strategic planning definitions planning
process directionGOALS

• Question What should we try to achieve?

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strategic planning definitions planning
process directionGoals (continued)

• State a small number of generalized goals to be
  achieved in a defined, but relatively long period
  of time.
• Emphasis at this stage is not on realism or
  measurability but on direction.

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strategic planning definitions planning
processDIRECTION

• GOALS
• OBJECTIVES (4)
• TARGETS

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strategic planning definitions planning
process directionMEASURABLE OBJECTIVES(4)

• Question How do we restate our goals so they
  are realistic, achievable and measurable?

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strategic planning definitions planning
process directionMEASURABLE OBJECTIVES
(Continued)(4)

• State from one to three objectives for each goal.
  
• Objectives should be stated in a way that
  achievement is measurable.
• Measurable means (1) that achievement can be
  judged, and (2) that degree of partial
  achievement can be determined.

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strategic planning definitions planning
process directionMEASURABLE OBJECTIVES
(Continued, p.3)(4)

• It is possible that progress toward one
  objective can contribute to more than one goal.
• Establishment of measurable objectives requires
  some knowledge about the situation,
• The information required to measure progress
  informs the need to collect certain data.
• Thus, some knowledge comes before objective
  in the chart.

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strategic planning definitions planning
processDIRECTION

• GOALS
• OBJECTIVES
• TARGETS(4)

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TARGETS (4)

• Question What is success in the short term?
• How do we know if we are on track?

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TARGETS (continued)

• State short-term (one year) measurable objectives
  that promote the achievement of longer-term
  objectives.
• Metrics used to quantify targets.
• Targets used to select metrics

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PLANNING PROCESS

• EXISTENCE
• DIRECTION
• KNOWLEDGE (3)
• ACTION
• ASSESSMENT

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strategic planning definitions planning process
KNOWLEDGE

• THEORY
• INFORMATION
• METRICS

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KNOWLEDGE

• Ignore this one.

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strategic planning definitions planning process
KNOWLEDGE

• Environmental Scanning Methodologies
• SWOT (Strengths, Weaknesses, Opportunitites,
  Threats)
• PEST analysis (Political, Economic, Social, and
  Technological)
• STEER analysis (Socio-cultural, Technological,
  Economic, Ecological, and Regulatory factors)
• EPISTEL (Environment, Political, Informatic,
  Social, Technological, Economic and Legal)

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strategic planning definitions planning process
KNOWLEDGE

• Theory (4)
• Information
• Metrics

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Theory (4)

• Questions, How do things work?
• Systems Analysis How do different parameters
  interrelate?
• Educated Guesses.

• .

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Systems Analysis(5)

• Unexpected feedback
• Why common sense doesnt work.
• Why attacking problems never solves problems.
• Science v. Expert System (Educated Intuition)
• Modeling
• Critical path

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strategic planning definitions planning process
KNOWLEDGE

• THEORY
• INFORMATION
• METRICS

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Information (4)

• QUESTIONS What do we know about the past and
  the present?
• Do these provide hints about the future?
• Straight-line trends.
• Exponential trends
• Tipping points

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TIPPING POINT (5)

• Epidemiology
• System feedback
• and reinforcement
• Positive synergy.

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Information

• Quantitative and Non-quantitative Data

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KNOWLEDGE

• Theory
• Information
• Metrics

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METRICS p.1

• Definition
• Standards of measurement by which efficiency,
  performance, progress, or quality of a plan,
  process, or product can be assessed.

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METRICS p.2

• ISSUES
• Data Availability
• Expense
• Privace
• Consistency
• Selection Parsamonious Data Collection

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METRICS p.3

• Look to Measurable Objectives Targets.
• Data Elements to Scan for Threats
• Consistency of Both Data Element Methodology.
• Data Element Dictionary.
• Community Indicators.

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METRICS p. 4

• MANAGEMENT INFO SYSTEM (MIS)
• Interrelate data elements
• Balanced Scorecard
• Dashboard
• Share Metrics as Quickly as Possible with all
  Stakeholders

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PLANNING PROCESS

• EXISTENCE
• DIRECTION
• KNOWLEDGE
• ACTION
• ASSESSMENT

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ACTIONS

• Description
• Location
• Process / Tasks
• Actors
• Resources
• Results
• Secondary Consequesces

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ACTION

• Description
• Location
• Process / Tasks
• Actors
• Resources
• Results
• Secondary Consequesces

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Description

• Brief.
• Understandable to All Involved.
• ?

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ACTION

• Description
• Location
• Process / Tasks
• Actors
• Resources
• Results
• Secondary Consequesces

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Location

• Where?
• Centralized or Decentralized?
• Accessible?
• ?

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ACTION

• Description
• Location
• Process / Tasks
• Actors
• Resources
• Results
• Secondary Consequesces

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Actors

• Actors You Control
• Actors You Influence How?
• Other Stakeholders Who Many Be Self Motivated
• Self-Actualization

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ACTION

• Description
• Location
• Process / Tasks
• Actors
• Resources
• Results
• Secondary Consequesces

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PLANNING PROCESS

• EXISTENCE
• DIRECTION
• KNOWLEDGE
• ACTION
• ASSESSMENT

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PLANNING PROCESS

• EXISTENCE
• DIRECTION
• KNOWLEDGE
• ACTION
• ASSESSMENT

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PLANNING PROCESS

• NORMATIVE TO DESCRIPTIVE
• SUBJECTIVE TO OBJECTIVE
• WHY to HOW (who, what, where, when)
• Long-term VISION to immediate ACTION
• basic human VALUES to baby STEPS